<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"
	xmlns:content="http://purl.org/rss/1.0/modules/content/"
	xmlns:wfw="http://wellformedweb.org/CommentAPI/"
	xmlns:dc="http://purl.org/dc/elements/1.1/"
	xmlns:atom="http://www.w3.org/2005/Atom"
	xmlns:sy="http://purl.org/rss/1.0/modules/syndication/"
	xmlns:slash="http://purl.org/rss/1.0/modules/slash/"
	>

<channel>
	<title>Mutual funds &#8211; International Markets Value Circle (IMVC)</title>
	<atom:link href="https://imvc.org/tag/mutual-funds/feed/" rel="self" type="application/rss+xml" />
	<link>https://imvc.org</link>
	<description></description>
	<lastBuildDate>Sat, 24 Aug 2024 07:18:05 +0000</lastBuildDate>
	<language>en-US</language>
	<sy:updatePeriod>
	hourly	</sy:updatePeriod>
	<sy:updateFrequency>
	1	</sy:updateFrequency>
	<generator>https://wordpress.org/?v=6.9.4</generator>

<image>
	<url>https://imvc.org/wp-content/uploads/2024/05/cropped-IMVC-Favicon-32x32.jpg</url>
	<title>Mutual funds &#8211; International Markets Value Circle (IMVC)</title>
	<link>https://imvc.org</link>
	<width>32</width>
	<height>32</height>
</image> 
	<item>
		<title>Quant Large and Mid Cap Fund: 62.92% returns, performance analysis and top holdings</title>
		<link>https://imvc.org/investment/mutual-funds/quant-large-and-mid-cap-fund-62-92-returns-performance-analysis-and-top-holdings-2476/</link>
					<comments>https://imvc.org/investment/mutual-funds/quant-large-and-mid-cap-fund-62-92-returns-performance-analysis-and-top-holdings-2476/#respond</comments>
		
		<dc:creator><![CDATA[Aman]]></dc:creator>
		<pubDate>Sat, 24 Aug 2024 07:16:52 +0000</pubDate>
				<category><![CDATA[Mutual Funds]]></category>
		<category><![CDATA[Mutual funds]]></category>
		<category><![CDATA[Quant Large and Mid Cap Fund]]></category>
		<category><![CDATA[Share market]]></category>
		<guid isPermaLink="false">https://imvc.org/?p=2476</guid>

					<description><![CDATA[<div style="margin-bottom:20px;"><img width="1200" height="675" src="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-21-1.jpg" class="attachment-post-thumbnail size-post-thumbnail wp-post-image" alt="" decoding="async" fetchpriority="high" srcset="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-21-1.jpg 1200w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-21-1-300x169.jpg 300w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-21-1-1024x576.jpg 1024w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-21-1-768x432.jpg 768w" sizes="(max-width: 1200px) 100vw, 1200px" /></div>Quant Large and Mid Cap Fund Direct-Growth is a Large &#38; MidCap mutual fund offered by Quant Mutual Fund. This fund was established on January 1, 2013, making it 11 years. As of now, the assets under management (AUM) of Quant Large and Mid Cap Fund Direct-Growth is at ₹3,573 crores, making it a medium-sized fund [&#8230;]]]></description>
										<content:encoded><![CDATA[<div style="margin-bottom:20px;"><img width="1200" height="675" src="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-21-1.jpg" class="attachment-post-thumbnail size-post-thumbnail wp-post-image" alt="" decoding="async" srcset="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-21-1.jpg 1200w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-21-1-300x169.jpg 300w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-21-1-1024x576.jpg 1024w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-21-1-768x432.jpg 768w" sizes="(max-width: 1200px) 100vw, 1200px" /></div><p>Quant Large and Mid Cap Fund Direct-Growth is a Large &amp; MidCap mutual fund offered by Quant Mutual Fund. This fund was established on January 1, 2013, making it 11 years. As of now, the assets under management (AUM) of Quant Large and Mid Cap Fund Direct-Growth is at ₹3,573 crores, making it a medium-sized fund within its category.</p>
<p>The majority of the fund&#8217;s assets are invested in the consumer staples, energy, healthcare, automobile and insurance sectors. Compared to other funds in the category, it has less exposure to the Consumer Staples and Energy sectors.</p>
<h2>Quant Large and Mid Cap Fund Performance</h2>
<p>The last year&#8217;s direct growth returns for Quant Large and Mid Cap Funds are 61.84%. It has produced returns an average of 21.57% annually since launch. Every three years, the fund doubles the amount invested in it.</p>
<p>The Quant Large and Mid Cap Fund Direct-Growth strategy outperforms the majority of funds in its category in terms of returns. It has a strong capacity to control losses in a sinking market.</p>
<h2>Quant Large and Mid Cap Fund Returns</h2>
<table id="trailingReturnTable" class="table" cellspacing="0">
<thead>
<tr>
<th class="first-col">Period</th>
<th class="second-col">Quant Large and Mid Cap Fund</th>
<th class="third-col">Category average</th>
</tr>
</thead>
<tbody>
<tr>
<td class="first-col">1 month</td>
<td class="second-col">1.11%</td>
<td class="third-col">3.07%</td>
</tr>
<tr>
<td class="first-col">3 months</td>
<td class="second-col">6.19%</td>
<td class="third-col">11.14%</td>
</tr>
<tr>
<td class="first-col">6 months</td>
<td class="second-col">18.56%</td>
<td class="third-col">20.34%</td>
</tr>
<tr>
<td class="first-col">1 year</td>
<td class="second-col">62.92%</td>
<td class="third-col">45.67%</td>
</tr>
<tr>
<td class="first-col">3 years</td>
<td class="second-col">32.21%</td>
<td class="third-col">23.12%</td>
</tr>
<tr>
<td class="first-col">5 years</td>
<td class="second-col">32.13%</td>
<td class="third-col">25.36%</td>
</tr>
</tbody>
</table>
<h2>Quant Large and Mid Cap Fund Top 5 Holdings</h2>
<table class="tb10Table holdings101Table" style="height: 189px" width="624">
<thead class="">
<tr class="holdings101ExcludeTopRadius">
<th class="contentSecondary holdings101header bodyBaseHeavy">Name</th>
<th class="contentSecondary holdings101header bodyBaseHeavy">Sector</th>
<th class="contentSecondary holdings101header bodyBaseHeavy">Instrument</th>
<th class="contentSecondary holdings101header bodyBaseHeavy">Assets</th>
</tr>
</thead>
<tbody class="">
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Reliance Industries Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Energy</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">10.54%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">HDFC Bank Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Financial</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">10.22%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Samvardhana Motherson International Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Automobile</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">6.33%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Aurobindo Pharma Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Healthcare</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">6.07%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Container Corporation Of India Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Services</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">5.82%</td>
</tr>
</tbody>
</table>
<h2>Quant Large and Mid Cap Fund Suitability</h2>
<p>As long as you invest for five years or longer, you are likely to see gains that outperform both inflation and fixed income returns. However, you can expect your investment value to fluctuate along the way.</p>
<p><strong>Disclaimer</strong>: The information provided in this article is for informational purposes only and should not be considered as financial advice. The data and figures presented are based on publicly available information and may be subject to change. Before making any investment decisions, it is recommended to conduct thorough research, consult with financial advisors, and consider your individual investment goals and risk tolerance. The author and publisher of this article do not assume any responsibility for any investment decisions made based on the information provided.</p>
<p>&nbsp;</p>
]]></content:encoded>
					
					<wfw:commentRss>https://imvc.org/investment/mutual-funds/quant-large-and-mid-cap-fund-62-92-returns-performance-analysis-and-top-holdings-2476/feed/</wfw:commentRss>
			<slash:comments>0</slash:comments>
		
		
			</item>
		<item>
		<title>Quant Mid Cap Fund: 59.38% returns, performance analysis and top holdings</title>
		<link>https://imvc.org/investment/mutual-funds/quant-mid-cap-fund-59-38-returns-performance-analysis-and-top-holdings-2467/</link>
					<comments>https://imvc.org/investment/mutual-funds/quant-mid-cap-fund-59-38-returns-performance-analysis-and-top-holdings-2467/#respond</comments>
		
		<dc:creator><![CDATA[Aman]]></dc:creator>
		<pubDate>Sat, 24 Aug 2024 05:02:15 +0000</pubDate>
				<category><![CDATA[Mutual Funds]]></category>
		<category><![CDATA[Mutual funds]]></category>
		<category><![CDATA[Quant Mid Cap]]></category>
		<category><![CDATA[Share market]]></category>
		<guid isPermaLink="false">https://imvc.org/?p=2467</guid>

					<description><![CDATA[<div style="margin-bottom:20px;"><img width="1200" height="675" src="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-18-2.jpg" class="attachment-post-thumbnail size-post-thumbnail wp-post-image" alt="" decoding="async" srcset="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-18-2.jpg 1200w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-18-2-300x169.jpg 300w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-18-2-1024x576.jpg 1024w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-18-2-768x432.jpg 768w" sizes="(max-width: 1200px) 100vw, 1200px" /></div>Quant Mid Cap Fund Direct-Growth is a Mid Cap mutual fund from Quant Mutual Fund. This fund was established on January 1, 2013, making it 11 years. Quant Mid Cap Fund Direct-Growth has ₹9,283 Crores in assets under management (AUM), making it a medium-sized fund in its class. The majority of the fund&#8217;s money is [&#8230;]]]></description>
										<content:encoded><![CDATA[<div style="margin-bottom:20px;"><img width="1200" height="675" src="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-18-2.jpg" class="attachment-post-thumbnail size-post-thumbnail wp-post-image" alt="" decoding="async" loading="lazy" srcset="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-18-2.jpg 1200w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-18-2-300x169.jpg 300w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-18-2-1024x576.jpg 1024w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-18-2-768x432.jpg 768w" sizes="auto, (max-width: 1200px) 100vw, 1200px" /></div><p>Quant Mid Cap Fund Direct-Growth is a Mid Cap mutual fund from Quant Mutual Fund. This fund was established on January 1, 2013, making it 11 years. Quant Mid Cap Fund Direct-Growth has ₹9,283 Crores in assets under management (AUM), making it a medium-sized fund in its class.</p>
<p>The majority of the fund&#8217;s money is invested in Healthcare, Services, Metals &amp; Mining, Energy and Consumer Staples sectors. It has less exposure to the Healthcare and Services sectors than other funds in the category.</p>
<h2 class="mfSceme-about-subheading">Quant Mid Cap Fund Performance</h2>
<p>Quant Mid Cap Fund Direct-Growth returns over the last year are 58.40%. It has produced returns of 20.70% on average year since launch. Every two years, the fund doubles the amount invested in it.</p>
<p>The Quant Mid Cap Fund Direct-Growth scheme&#8217;s track record of regular return delivery is similar to most funds in its class. It has an average capacity for managing losses in a declining market.</p>
<h2 class="mfSceme-about-subheading">Quant Mid Cap Fund Returns</h2>
<table id="trailingReturnTable" class="table" cellspacing="0">
<thead>
<tr>
<th class="first-col">Period</th>
<th class="second-col">Quant Mid Cap Fund</th>
<th class="third-col">Category average</th>
</tr>
</thead>
<tbody>
<tr>
<td class="first-col">1 month</td>
<td class="second-col">0.08%</td>
<td class="third-col">2.83%</td>
</tr>
<tr>
<td class="first-col">3 months</td>
<td class="second-col">3.26%</td>
<td class="third-col">12.33%</td>
</tr>
<tr>
<td class="first-col">6 months</td>
<td class="second-col">17.75%</td>
<td class="third-col">23.81%</td>
</tr>
<tr>
<td class="first-col">1 year</td>
<td class="second-col">59.38%</td>
<td class="third-col">51.17%</td>
</tr>
<tr>
<td class="first-col">3 years</td>
<td class="second-col">35.09%</td>
<td class="third-col">27.22%</td>
</tr>
<tr>
<td class="first-col">5 years</td>
<td class="second-col">40.29%</td>
<td class="third-col">30.83%</td>
</tr>
</tbody>
</table>
<h2 class="mfSceme-about-subheading">Quant Mid Cap Fund Top 5 Holdings</h2>
<table class="tb10Table holdings101Table" style="height: 231px" width="624">
<thead class="">
<tr class="holdings101ExcludeTopRadius">
<th class="contentSecondary holdings101header bodyBaseHeavy">Name</th>
<th class="contentSecondary holdings101header bodyBaseHeavy">Sector</th>
<th class="contentSecondary holdings101header bodyBaseHeavy">Instrument</th>
<th class="contentSecondary holdings101header bodyBaseHeavy">Assets</th>
</tr>
</thead>
<tbody class="">
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Reliance Industries Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Energy</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">10.52%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">HDFC Bank Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Financial</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">9.28%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Aurobindo Pharma Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Healthcare</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">8.31%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Samvardhana Motherson International Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Automobile</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">8.10%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Container Corporation Of India Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Services</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">7.47%</td>
</tr>
</tbody>
</table>
<h2 class="mfSceme-about-subheading">Quant Mid Cap Fund Suitability</h2>
<p>When you choose to invest for seven years or longer, you are likely to see gains that outperform both inflation and fixed-income returns.</p>
<p><strong>Disclaimer</strong>: The information provided in this article is for informational purposes only and should not be considered as financial advice. The data and figures presented are based on publicly available information and may be subject to change. Before making any investment decisions, it is recommended to conduct thorough research, consult with financial advisors, and consider your individual investment goals and risk tolerance. The author and publisher of this article do not assume any responsibility for any investment decisions made based on the information provided.</p>
]]></content:encoded>
					
					<wfw:commentRss>https://imvc.org/investment/mutual-funds/quant-mid-cap-fund-59-38-returns-performance-analysis-and-top-holdings-2467/feed/</wfw:commentRss>
			<slash:comments>0</slash:comments>
		
		
			</item>
		<item>
		<title>Quant Infrastructure Fund: Check returns, performance analysis and top holdings</title>
		<link>https://imvc.org/investment/mutual-funds/quant-infrastructure-fund-check-returns-performance-analysis-and-top-holdings-2463/</link>
					<comments>https://imvc.org/investment/mutual-funds/quant-infrastructure-fund-check-returns-performance-analysis-and-top-holdings-2463/#respond</comments>
		
		<dc:creator><![CDATA[Aman]]></dc:creator>
		<pubDate>Sat, 24 Aug 2024 04:50:43 +0000</pubDate>
				<category><![CDATA[Mutual Funds]]></category>
		<category><![CDATA[Mutual funds]]></category>
		<category><![CDATA[Quant Infrastructure Fund]]></category>
		<category><![CDATA[Share market]]></category>
		<guid isPermaLink="false">https://imvc.org/?p=2463</guid>

					<description><![CDATA[<div style="margin-bottom:20px;"><img width="1200" height="675" src="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-17-2.jpg" class="attachment-post-thumbnail size-post-thumbnail wp-post-image" alt="" decoding="async" loading="lazy" srcset="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-17-2.jpg 1200w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-17-2-300x169.jpg 300w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-17-2-1024x576.jpg 1024w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-17-2-768x432.jpg 768w" sizes="auto, (max-width: 1200px) 100vw, 1200px" /></div>Quant Infrastructure Fund Direct-Growth is Quant Mutual Fund&#8217;s sectoral infrastructure mutual fund scheme. This fund has been operating for 11 years. The assets under management (AUM) of Quant Infrastructure Fund Direct-Growth is at ₹4,104 Crores, making it a medium-sized fund within its category. The majority of the fund&#8217;s money is invested in the energy, construction, [&#8230;]]]></description>
										<content:encoded><![CDATA[<div style="margin-bottom:20px;"><img width="1200" height="675" src="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-17-2.jpg" class="attachment-post-thumbnail size-post-thumbnail wp-post-image" alt="" decoding="async" loading="lazy" srcset="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-17-2.jpg 1200w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-17-2-300x169.jpg 300w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-17-2-1024x576.jpg 1024w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-17-2-768x432.jpg 768w" sizes="auto, (max-width: 1200px) 100vw, 1200px" /></div><p>Quant Infrastructure Fund Direct-Growth is Quant Mutual Fund&#8217;s sectoral infrastructure mutual fund scheme. This fund has been operating for 11 years. The assets under management (AUM) of Quant Infrastructure Fund Direct-Growth is at ₹4,104 Crores, making it a medium-sized fund within its category.</p>
<p>The majority of the fund&#8217;s money is invested in the energy, construction, metals and mining, financial and consumer staples sectors. It has less exposure to the energy and construction industries than other funds in the category.</p>
<h2 class="mfSceme-about-subheading">Quant Infrastructure Fund Performance</h2>
<p>The last year&#8217;s direct growth returns for Quant Infrastructure Funds are 70.62%. It has produced returns of 20.49% on average year since its start. Every two years, the fund doubles the amount invested in it.</p>
<p>The Quant Infrastructure Fund Direct-Growth scheme&#8217;s track record of regular return delivery is similar to that of the majority of funds in its class.</p>
<h2 class="mfSceme-about-subheading">Quant Infrastructure Fund Returns</h2>
<table id="trailingReturnTable" class="table" cellspacing="0">
<thead>
<tr>
<th class="first-col">Period</th>
<th class="second-col">Quant Infrastructure Fund</th>
<th class="third-col">Category average</th>
</tr>
</thead>
<tbody>
<tr>
<td class="first-col">1 month</td>
<td class="second-col">-1.79%</td>
<td class="third-col">1.08%</td>
</tr>
<tr>
<td class="first-col">3 months</td>
<td class="second-col">1.38%</td>
<td class="third-col">6.81%</td>
</tr>
<tr>
<td class="first-col">6 months</td>
<td class="second-col">11.35%</td>
<td class="third-col">23.99%</td>
</tr>
<tr>
<td class="first-col">1 year</td>
<td class="second-col">70.93%</td>
<td class="third-col">64.17%</td>
</tr>
<tr>
<td class="first-col">3 years</td>
<td class="second-col">36.97%</td>
<td class="third-col">35.54%</td>
</tr>
<tr>
<td class="first-col">5 years</td>
<td class="second-col">41.18%</td>
<td class="third-col">32.29%</td>
</tr>
</tbody>
</table>
<h2 class="mfSceme-about-subheading">Quant Infrastructure Fund Top 5 Holdings</h2>
<table class="tb10Table holdings101Table" style="height: 237px" width="615">
<thead class="">
<tr class="holdings101ExcludeTopRadius">
<th class="contentSecondary holdings101header bodyBaseHeavy">Name</th>
<th class="contentSecondary holdings101header bodyBaseHeavy">Sector</th>
<th class="contentSecondary holdings101header bodyBaseHeavy">Instrument</th>
<th class="contentSecondary holdings101header bodyBaseHeavy">Assets</th>
</tr>
</thead>
<tbody class="">
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">HDFC Bank Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Financial</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">10.45%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Reliance Industries Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Energy</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">10.38%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Tata Power Company Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Energy</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">7.70%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Adani Power Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Energy</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">5.65%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Tata Steel Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Metals &amp; Mining</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">4.89%</td>
</tr>
</tbody>
</table>
<p>&nbsp;</p>
<p class="mfSceme-about-subheading"><strong>Disclaimer</strong>: The information provided in this article is for informational purposes only and should not be considered as financial advice. The data and figures presented are based on publicly available information and may be subject to change. Before making any investment decisions, it is recommended to conduct thorough research, consult with financial advisors, and consider your individual investment goals and risk tolerance. The author and publisher of this article do not assume any responsibility for any investment decisions made based on the information provided.</p>
]]></content:encoded>
					
					<wfw:commentRss>https://imvc.org/investment/mutual-funds/quant-infrastructure-fund-check-returns-performance-analysis-and-top-holdings-2463/feed/</wfw:commentRss>
			<slash:comments>0</slash:comments>
		
		
			</item>
		<item>
		<title>UTI Aggressive Hybrid Fund: 34.41% returns, performance analysis and top holdings</title>
		<link>https://imvc.org/investment/mutual-funds/uti-aggressive-hybrid-fund-34-41-returns-performance-analysis-and-top-holdings-2286/</link>
					<comments>https://imvc.org/investment/mutual-funds/uti-aggressive-hybrid-fund-34-41-returns-performance-analysis-and-top-holdings-2286/#respond</comments>
		
		<dc:creator><![CDATA[Aman]]></dc:creator>
		<pubDate>Sat, 17 Aug 2024 09:04:48 +0000</pubDate>
				<category><![CDATA[Mutual Funds]]></category>
		<category><![CDATA[Mutual funds]]></category>
		<category><![CDATA[Share market]]></category>
		<category><![CDATA[UTI Mutual Fund]]></category>
		<guid isPermaLink="false">https://imvc.org/?p=2286</guid>

					<description><![CDATA[<div style="margin-bottom:20px;"><img width="1200" height="675" src="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-67.jpg" class="attachment-post-thumbnail size-post-thumbnail wp-post-image" alt="" decoding="async" loading="lazy" srcset="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-67.jpg 1200w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-67-300x169.jpg 300w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-67-1024x576.jpg 1024w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-67-768x432.jpg 768w" sizes="auto, (max-width: 1200px) 100vw, 1200px" /></div>The UTI Mutual Fund offers an aggressive hybrid mutual fund scheme called UTI Aggressive Hybrid Fund Direct Fund-Growth. This fund was established on January 1, 2013, making it 11 years old. UTI Aggressive Hybrid Fund Direct Fund-Growth has assets under management (AUM) of ₹6,064 Crores, making it a medium-sized fund in its class. The fund&#8217;s [&#8230;]]]></description>
										<content:encoded><![CDATA[<div style="margin-bottom:20px;"><img width="1200" height="675" src="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-67.jpg" class="attachment-post-thumbnail size-post-thumbnail wp-post-image" alt="" decoding="async" loading="lazy" srcset="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-67.jpg 1200w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-67-300x169.jpg 300w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-67-1024x576.jpg 1024w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-67-768x432.jpg 768w" sizes="auto, (max-width: 1200px) 100vw, 1200px" /></div><p>The UTI Mutual Fund offers an aggressive hybrid mutual fund scheme called UTI Aggressive Hybrid Fund Direct Fund-Growth. This fund was established on January 1, 2013, making it 11 years old. UTI Aggressive Hybrid Fund Direct Fund-Growth has assets under management (AUM) of ₹6,064 Crores, making it a medium-sized fund in its class.</p>
<p>The fund&#8217;s equity investments are mainly focused on the Financial, Technology, Energy, Healthcare and Consumer Staples sectors. It has less exposure to the financial and technology industries than other funds in the category.</p>
<h2 class="mfSceme-about-subheading">UTI Aggressive Hybrid Fund Performance</h2>
<p>UTI Aggressive Hybrid Fund Direct Fund-Growth returns for the last year were 34.04%. Since its launch, it has generated an average annual returns of 14.33%. Every four years, the fund doubles the money invested.</p>
<p>The UTI Aggressive Hybrid Fund Direct Fund-Growth scheme can often deliver returns that are similar to other funds in its category. Its capacity to manage losses in a declining market is above average.</p>
<h2 class="mfSceme-about-subheading">UTI Aggressive Hybrid Fund Returns</h2>
<table id="trailingReturnTable" class="table" cellspacing="0">
<thead>
<tr>
<th class="first-col">Period</th>
<th class="second-col">UTI Aggressive Hybrid Fund</th>
<th class="third-col">Category average</th>
</tr>
</thead>
<tbody>
<tr>
<td class="first-col">1 month</td>
<td class="second-col">0.03%</td>
<td class="third-col">0.42%</td>
</tr>
<tr>
<td class="first-col">3 months</td>
<td class="second-col">10.58%</td>
<td class="third-col">9.05%</td>
</tr>
<tr>
<td class="first-col">6 months</td>
<td class="second-col">15.81%</td>
<td class="third-col">14.46%</td>
</tr>
<tr>
<td class="first-col">1 year</td>
<td class="second-col">34.41%</td>
<td class="third-col">32.62%</td>
</tr>
<tr>
<td class="first-col">3 years</td>
<td class="second-col">18.87%</td>
<td class="third-col">16.85%</td>
</tr>
<tr>
<td class="first-col">5 years</td>
<td class="second-col">20.52%</td>
<td class="third-col">19.66%</td>
</tr>
</tbody>
</table>
<h2 class="mfSceme-about-subheading">UTI Aggressive Hybrid Fund Top 5 Holdings</h2>
<table class="tb10Table holdings101Table" style="height: 229px" width="742">
<thead class="">
<tr class="holdings101ExcludeTopRadius">
<th class="contentSecondary holdings101header bodyBaseHeavy">Name</th>
<th class="contentSecondary holdings101header bodyBaseHeavy">Sector</th>
<th class="contentSecondary holdings101header bodyBaseHeavy">Instrument</th>
<th class="contentSecondary holdings101header bodyBaseHeavy">Assets</th>
</tr>
</thead>
<tbody class="">
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">HDFC Bank Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Financial</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">6.97%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">GOI</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Sovereign</td>
<td class="bodyBase" colspan="1" rowspan="1">GOI Sec</td>
<td class="bodyBase" colspan="1" rowspan="1">5.19%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">ICICI Bank Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Financial</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">5.15%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Reliance Industries Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Energy</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">3.46%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Infosys Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Technology</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">3.14%</td>
</tr>
</tbody>
</table>
<h2 class="mfSceme-about-subheading">UTI Aggressive Hybrid Fund Suitability</h2>
<p>If you choose to invest for five years or longer, you can expect profits that outperform both inflation and fixed-income returns. However, you can expect your investment value to fluctuate along the way.</p>
<p><strong>Disclaimer</strong>: The information provided in this article is for informational purposes only and should not be considered as financial advice. The data and figures presented are based on publicly available information and may be subject to change. Before making any investment decisions, it is recommended to conduct thorough research, consult with financial advisors, and consider your individual investment goals and risk tolerance. The author and publisher of this article do not assume any responsibility for any investment decisions made based on the information provided.</p>
]]></content:encoded>
					
					<wfw:commentRss>https://imvc.org/investment/mutual-funds/uti-aggressive-hybrid-fund-34-41-returns-performance-analysis-and-top-holdings-2286/feed/</wfw:commentRss>
			<slash:comments>0</slash:comments>
		
		
			</item>
		<item>
		<title>UTI Liquid Fund: Check returns, performance analysis and top holdings</title>
		<link>https://imvc.org/investment/mutual-funds/uti-liquid-fund-check-returns-performance-analysis-and-top-holdings-2279/</link>
					<comments>https://imvc.org/investment/mutual-funds/uti-liquid-fund-check-returns-performance-analysis-and-top-holdings-2279/#respond</comments>
		
		<dc:creator><![CDATA[Aman]]></dc:creator>
		<pubDate>Sat, 17 Aug 2024 05:31:48 +0000</pubDate>
				<category><![CDATA[Mutual Funds]]></category>
		<category><![CDATA[Mutual funds]]></category>
		<category><![CDATA[Share market]]></category>
		<category><![CDATA[UTI Liquid Fund]]></category>
		<guid isPermaLink="false">https://imvc.org/?p=2279</guid>

					<description><![CDATA[<div style="margin-bottom:20px;"><img width="1200" height="675" src="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-64-2.jpg" class="attachment-post-thumbnail size-post-thumbnail wp-post-image" alt="" decoding="async" loading="lazy" srcset="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-64-2.jpg 1200w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-64-2-300x169.jpg 300w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-64-2-1024x576.jpg 1024w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-64-2-768x432.jpg 768w" sizes="auto, (max-width: 1200px) 100vw, 1200px" /></div>UTI Liquid Direct-Growth is a liquid mutual fund scheme offered by UTI Mutual Fund. This fund has been in operation for 11 years, having been founded on January 1, 2013. UTI Liquid Direct-Growth has ₹26,266 crores in assets under management (AUM) as of 30/06/2024, which makes it a medium-sized fund in its class. UTI Liquid Fund [&#8230;]]]></description>
										<content:encoded><![CDATA[<div style="margin-bottom:20px;"><img width="1200" height="675" src="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-64-2.jpg" class="attachment-post-thumbnail size-post-thumbnail wp-post-image" alt="" decoding="async" loading="lazy" srcset="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-64-2.jpg 1200w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-64-2-300x169.jpg 300w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-64-2-1024x576.jpg 1024w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-64-2-768x432.jpg 768w" sizes="auto, (max-width: 1200px) 100vw, 1200px" /></div><p>UTI Liquid Direct-Growth is a liquid mutual fund scheme offered by UTI Mutual Fund. This fund has been in operation for 11 years, having been founded on January 1, 2013. UTI Liquid Direct-Growth has ₹26,266 crores in assets under management (AUM) as of 30/06/2024, which makes it a medium-sized fund in its class.</p>
<h2 class="mfSceme-about-subheading">UTI Liquid Fund Performance</h2>
<p>The last year&#8217;s UTI Liquid Direct-Growth returns are 7.42%. It has generated 6.84% average yearly returns since its launch.</p>
<p>The UTI Liquid Direct-Growth scheme often delivers returns that are similar to the majority of funds in its category. It performs better than average at controlling losses in a declining market.</p>
<h2 class="mfSceme-about-subheading">UTI Liquid Fund Returns</h2>
<table id="trailingReturnTable" class="table" cellspacing="0">
<thead>
<tr>
<th class="first-col">Period</th>
<th class="second-col">UTI Liquid Fund</th>
<th class="third-col">Category average</th>
</tr>
</thead>
<tbody>
<tr>
<td class="first-col">1 month</td>
<td class="second-col">0.57%</td>
<td class="third-col">0.57%</td>
</tr>
<tr>
<td class="first-col">3 months</td>
<td class="second-col">1.78%</td>
<td class="third-col">1.77%</td>
</tr>
<tr>
<td class="first-col">6 months</td>
<td class="second-col">3.67%</td>
<td class="third-col">3.63%</td>
</tr>
<tr>
<td class="first-col">1 year</td>
<td class="second-col">7.4%</td>
<td class="third-col">7.35%</td>
</tr>
<tr>
<td class="first-col">3 years</td>
<td class="second-col">6.01%</td>
<td class="third-col">5.96%</td>
</tr>
<tr>
<td class="first-col">5 years</td>
<td class="second-col">5.29%</td>
<td class="third-col">5.24%</td>
</tr>
</tbody>
</table>
<h2 class="mfSceme-about-subheading">UTI Liquid Fund Top 5 Holdings</h2>
<table class="tb10Table holdings101Table" style="height: 225px" width="737">
<thead class="">
<tr class="holdings101ExcludeTopRadius">
<th class="contentSecondary holdings101header bodyBaseHeavy">Name</th>
<th class="contentSecondary holdings101header bodyBaseHeavy">Sector</th>
<th class="contentSecondary holdings101header bodyBaseHeavy">Instrument</th>
<th class="contentSecondary holdings101header bodyBaseHeavy">Assets</th>
</tr>
</thead>
<tbody class="">
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div>Reserve Bank of India</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Financial</td>
<td class="bodyBase" colspan="1" rowspan="1">T-Bills</td>
<td class="bodyBase" colspan="1" rowspan="1">7.79%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div>Punjab &amp; Sind Bank</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Financial</td>
<td class="bodyBase" colspan="1" rowspan="1">CD</td>
<td class="bodyBase" colspan="1" rowspan="1">4.08%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div>Small Industries Devp. Bank of India Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Financial</td>
<td class="bodyBase" colspan="1" rowspan="1">CP</td>
<td class="bodyBase" colspan="1" rowspan="1">3.72%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div>National Bank For Agriculture &amp; Rural Development</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Financial</td>
<td class="bodyBase" colspan="1" rowspan="1">CP</td>
<td class="bodyBase" colspan="1" rowspan="1">3.48%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div>Canara Bank</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Financial</td>
<td class="bodyBase" colspan="1" rowspan="1">CD</td>
<td class="bodyBase" colspan="1" rowspan="1">3.47%</td>
</tr>
</tbody>
</table>
<p>&nbsp;</p>
<p class="mfSceme-about-subheading"><strong>Disclaimer</strong>: The information provided in this article is for informational purposes only and should not be considered as financial advice. The data and figures presented are based on publicly available information and may be subject to change. Before making any investment decisions, it is recommended to conduct thorough research, consult with financial advisors, and consider your individual investment goals and risk tolerance. The author and publisher of this article do not assume any responsibility for any investment decisions made based on the information provided.</p>
]]></content:encoded>
					
					<wfw:commentRss>https://imvc.org/investment/mutual-funds/uti-liquid-fund-check-returns-performance-analysis-and-top-holdings-2279/feed/</wfw:commentRss>
			<slash:comments>0</slash:comments>
		
		
			</item>
		<item>
		<title>UTI Value Fund:  Check returns, performance analysis and top holdings</title>
		<link>https://imvc.org/investment/mutual-funds/uti-value-fund-check-returns-performance-analysis-and-top-holdings-2274/</link>
					<comments>https://imvc.org/investment/mutual-funds/uti-value-fund-check-returns-performance-analysis-and-top-holdings-2274/#respond</comments>
		
		<dc:creator><![CDATA[Aman]]></dc:creator>
		<pubDate>Sat, 17 Aug 2024 05:22:22 +0000</pubDate>
				<category><![CDATA[Mutual Funds]]></category>
		<category><![CDATA[Mutual funds]]></category>
		<category><![CDATA[Share makret]]></category>
		<category><![CDATA[UTI Value Fund]]></category>
		<guid isPermaLink="false">https://imvc.org/?p=2274</guid>

					<description><![CDATA[<div style="margin-bottom:20px;"><img width="1200" height="675" src="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-63.jpg" class="attachment-post-thumbnail size-post-thumbnail wp-post-image" alt="" decoding="async" loading="lazy" srcset="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-63.jpg 1200w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-63-300x169.jpg 300w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-63-1024x576.jpg 1024w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-63-768x432.jpg 768w" sizes="auto, (max-width: 1200px) 100vw, 1200px" /></div>UTI Mutual Fund offers a Value-Oriented mutual fund scheme called UTI Value Fund Direct-Growth. This fund was established on January 1, 2013, making it 11 years old. UTI Value Fund Direct-Growth has assets under management (AUM) of ₹10,356 crores, making it a medium-sized fund in its class. The majority of the fund&#8217;s money is invested [&#8230;]]]></description>
										<content:encoded><![CDATA[<div style="margin-bottom:20px;"><img width="1200" height="675" src="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-63.jpg" class="attachment-post-thumbnail size-post-thumbnail wp-post-image" alt="" decoding="async" loading="lazy" srcset="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-63.jpg 1200w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-63-300x169.jpg 300w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-63-1024x576.jpg 1024w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-63-768x432.jpg 768w" sizes="auto, (max-width: 1200px) 100vw, 1200px" /></div><p>UTI Mutual Fund offers a Value-Oriented mutual fund scheme called UTI Value Fund Direct-Growth. This fund was established on January 1, 2013, making it 11 years old. UTI Value Fund Direct-Growth has assets under management (AUM) of ₹10,356 crores, making it a medium-sized fund in its class.</p>
<p>The majority of the fund&#8217;s money is invested in the financial, technology, healthcare, energy and automotive industries. It has less exposure to the financial and technology industries than other funds in the category.</p>
<h2 class="mfSceme-about-subheading">UTI Value Fund Performance</h2>
<p>The last year&#8217;s direct growth returns for UTI Value Fund are 46.70%. It has generated 15.90% average yearly returns since its launch. Every four years, the fund doubles the amount invested in it.</p>
<p>The UTI Value Fund Direct-Growth scheme can often generate returns that are similar to other funds in its category. Its capacity to manage losses in a sinking market is average.</p>
<h2 class="mfSceme-about-subheading">UTI Value Fund Returns</h2>
<table id="trailingReturnTable" class="table" cellspacing="0">
<thead>
<tr>
<th class="first-col">Period</th>
<th class="second-col">UTI Value Fund</th>
<th class="third-col">Category average</th>
</tr>
</thead>
<tbody>
<tr>
<td class="first-col">1 month</td>
<td class="second-col">0.39%</td>
<td class="third-col">-0.21%</td>
</tr>
<tr>
<td class="first-col">3 months</td>
<td class="second-col">15.94%</td>
<td class="third-col">10.71%</td>
</tr>
<tr>
<td class="first-col">6 months</td>
<td class="second-col">22.47%</td>
<td class="third-col">16.26%</td>
</tr>
<tr>
<td class="first-col">1 year</td>
<td class="second-col">47.01%</td>
<td class="third-col">47.87%</td>
</tr>
<tr>
<td class="first-col">3 years</td>
<td class="second-col">20.73%</td>
<td class="third-col">23.98%</td>
</tr>
<tr>
<td class="first-col">5 years</td>
<td class="second-col">24.49%</td>
<td class="third-col">25.84%</td>
</tr>
</tbody>
</table>
<h2 class="mfSceme-about-subheading">UTI Value Fund Top 5 Holdings</h2>
<table class="tb10Table holdings101Table" style="height: 285px" width="736">
<thead class="">
<tr class="holdings101ExcludeTopRadius">
<th class="contentSecondary holdings101header bodyBaseHeavy">Name</th>
<th class="contentSecondary holdings101header bodyBaseHeavy">Sector</th>
<th class="contentSecondary holdings101header bodyBaseHeavy">Instrument</th>
<th class="contentSecondary holdings101header bodyBaseHeavy">Assets</th>
</tr>
</thead>
<tbody class="">
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">HDFC Bank Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Financial</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">8.88%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">ICICI Bank Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Financial</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">5.45%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Infosys Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Technology</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">4.67%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Axis Bank Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Financial</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">3.80%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Bharti Airtel Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Communication</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">3.50%</td>
</tr>
</tbody>
</table>
<h2 class="mfSceme-about-subheading">UTI Value Fund Suitability</h2>
<p>If you invest for five years or longer, you may anticipate returns that outperform both inflation and fixed-income returns. However, you can expect your investment value to fluctuate along the way.</p>
<p><strong>Disclaimer</strong>: The information provided in this article is for informational purposes only and should not be considered as financial advice. The data and figures presented are based on publicly available information and may be subject to change. Before making any investment decisions, it is recommended to conduct thorough research, consult with financial advisors, and consider your individual investment goals and risk tolerance. The author and publisher of this article do not assume any responsibility for any investment decisions made based on the information provided.</p>
]]></content:encoded>
					
					<wfw:commentRss>https://imvc.org/investment/mutual-funds/uti-value-fund-check-returns-performance-analysis-and-top-holdings-2274/feed/</wfw:commentRss>
			<slash:comments>0</slash:comments>
		
		
			</item>
		<item>
		<title>UTI Mid Cap Fund: 42.65% returns, performance analysis and top holdings</title>
		<link>https://imvc.org/investment/mutual-funds/uti-mid-cap-fund-42-65-returns-performance-analysis-and-top-holdings-2271/</link>
					<comments>https://imvc.org/investment/mutual-funds/uti-mid-cap-fund-42-65-returns-performance-analysis-and-top-holdings-2271/#respond</comments>
		
		<dc:creator><![CDATA[Aman]]></dc:creator>
		<pubDate>Sat, 17 Aug 2024 05:13:10 +0000</pubDate>
				<category><![CDATA[Mutual Funds]]></category>
		<category><![CDATA[Mutual funds]]></category>
		<category><![CDATA[Share market]]></category>
		<category><![CDATA[UTI Mid Cap Fund]]></category>
		<guid isPermaLink="false">https://imvc.org/?p=2271</guid>

					<description><![CDATA[<div style="margin-bottom:20px;"><img width="1200" height="675" src="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-62.jpg" class="attachment-post-thumbnail size-post-thumbnail wp-post-image" alt="" decoding="async" loading="lazy" srcset="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-62.jpg 1200w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-62-300x169.jpg 300w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-62-1024x576.jpg 1024w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-62-768x432.jpg 768w" sizes="auto, (max-width: 1200px) 100vw, 1200px" /></div>UTI Mid Cap Fund Direct-Growth is a Mid Cap mutual fund offered by UTI Mutual Fund. This fund has been in operation for 11 years. UTI Mid Cap Fund Direct-Growth has ₹12,400 Crores in assets under management (AUM) as of 30/06/2024, making it a medium-sized fund within its category. The majority of the fund&#8217;s money [&#8230;]]]></description>
										<content:encoded><![CDATA[<div style="margin-bottom:20px;"><img width="1200" height="675" src="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-62.jpg" class="attachment-post-thumbnail size-post-thumbnail wp-post-image" alt="" decoding="async" loading="lazy" srcset="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-62.jpg 1200w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-62-300x169.jpg 300w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-62-1024x576.jpg 1024w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-62-768x432.jpg 768w" sizes="auto, (max-width: 1200px) 100vw, 1200px" /></div><p>UTI Mid Cap Fund Direct-Growth is a Mid Cap mutual fund offered by UTI Mutual Fund. This fund has been in operation for 11 years. UTI Mid Cap Fund Direct-Growth has ₹12,400 Crores in assets under management (AUM) as of 30/06/2024, making it a medium-sized fund within its category.</p>
<p>The majority of the fund&#8217;s money is invested in the financial, capital goods, healthcare, automobile and service sectors.</p>
<h2 class="mfSceme-about-subheading">UTI Mid Cap Fund Performance</h2>
<p>The last year&#8217;s direct growth returns for UTI Mid Cap Fund were 42.71%. It has generated returns of 21.23% on average year since its launch. Every three years, the fund doubles the amount invested in it.</p>
<p>The UTI Mid Cap Fund Direct-Growth plan has a lower capacity to provide consistent returns than other funds in its category.</p>
<h2 class="mfSceme-about-subheading">UTI Mid Cap Fund Returns</h2>
<table id="trailingReturnTable" class="table" cellspacing="0">
<thead>
<tr>
<th class="first-col">Period</th>
<th class="second-col">UTI Mid Cap Fund</th>
<th class="third-col">Category average</th>
</tr>
</thead>
<tbody>
<tr>
<td class="first-col">1 month</td>
<td class="second-col">1.22%</td>
<td class="third-col">0.56%</td>
</tr>
<tr>
<td class="first-col">3 months</td>
<td class="second-col">14.15%</td>
<td class="third-col">11.81%</td>
</tr>
<tr>
<td class="first-col">6 months</td>
<td class="second-col">21.42%</td>
<td class="third-col">21.44%</td>
</tr>
<tr>
<td class="first-col">1 year</td>
<td class="second-col">42.65%</td>
<td class="third-col">51.41%</td>
</tr>
<tr>
<td class="first-col">3 years</td>
<td class="second-col">22.08%</td>
<td class="third-col">25.84%</td>
</tr>
<tr>
<td class="first-col">5 years</td>
<td class="second-col">29.12%</td>
<td class="third-col">30.09%</td>
</tr>
</tbody>
</table>
<h2 class="mfSceme-about-subheading">UTI Mid Cap Fund Top 5 Holdings</h2>
<table class="tb10Table holdings101Table" style="height: 232px" width="738">
<thead class="">
<tr class="holdings101ExcludeTopRadius">
<th class="contentSecondary holdings101header bodyBaseHeavy">Name</th>
<th class="contentSecondary holdings101header bodyBaseHeavy">Sector</th>
<th class="contentSecondary holdings101header bodyBaseHeavy">Instrument</th>
<th class="contentSecondary holdings101header bodyBaseHeavy">Assets</th>
</tr>
</thead>
<tbody class="">
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Bharat Forge Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Automobile</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">2.31%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">The Phoenix Mills Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Construction</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">2.30%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Tube Investments Of India Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Automobile</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">1.99%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Astral Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Chemicals</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">1.95%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Supreme Industries Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Chemicals</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">1.90%</td>
</tr>
</tbody>
</table>
<h2 class="mfSceme-about-subheading">UTI Mid Cap Fund Suitability</h2>
<p>When you invest for seven years or longer, you can expect gains that outperform both inflation and fixed-income returns.</p>
<p>This is a fund that invests in mid-size firms. When stock prices fall, such funds suffer more than those that invest in larger firms.</p>
<p><strong>Disclaimer</strong>: The information provided in this article is for informational purposes only and should not be considered as financial advice. The data and figures presented are based on publicly available information and may be subject to change. Before making any investment decisions, it is recommended to conduct thorough research, consult with financial advisors, and consider your individual investment goals and risk tolerance. The author and publisher of this article do not assume any responsibility for any investment decisions made based on the information provided.</p>
]]></content:encoded>
					
					<wfw:commentRss>https://imvc.org/investment/mutual-funds/uti-mid-cap-fund-42-65-returns-performance-analysis-and-top-holdings-2271/feed/</wfw:commentRss>
			<slash:comments>0</slash:comments>
		
		
			</item>
		<item>
		<title>SBI Healthcare Opportunities Fund: 39.95% returns, performance analysis and top holdings</title>
		<link>https://imvc.org/investment/mutual-funds/sbi-healthcare-opportunities-fund-39-95-returns-performance-analysis-and-top-holdings-2102/</link>
					<comments>https://imvc.org/investment/mutual-funds/sbi-healthcare-opportunities-fund-39-95-returns-performance-analysis-and-top-holdings-2102/#respond</comments>
		
		<dc:creator><![CDATA[Aman]]></dc:creator>
		<pubDate>Sat, 10 Aug 2024 07:04:17 +0000</pubDate>
				<category><![CDATA[Mutual Funds]]></category>
		<category><![CDATA[Mutual funds]]></category>
		<category><![CDATA[SBI]]></category>
		<guid isPermaLink="false">https://imvc.org/?p=2102</guid>

					<description><![CDATA[<div style="margin-bottom:20px;"><img width="1200" height="675" src="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-68-1.jpg" class="attachment-post-thumbnail size-post-thumbnail wp-post-image" alt="" decoding="async" loading="lazy" srcset="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-68-1.jpg 1200w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-68-1-300x169.jpg 300w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-68-1-1024x576.jpg 1024w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-68-1-768x432.jpg 768w" sizes="auto, (max-width: 1200px) 100vw, 1200px" /></div>SBI Mutual Fund offers a Sectoral-Pharma mutual fund plan called SBI Healthcare Opportunities Fund Direct Plan-Growth. This fund was established on January 1, 2013, making it 11 years old. SBI Healthcare Opportunities Fund Direct Plan-Growth has assets under management (AUM) of ₹2,980 crores, making it a medium-sized fund in its category. The majority of the fund&#8217;s money [&#8230;]]]></description>
										<content:encoded><![CDATA[<div style="margin-bottom:20px;"><img width="1200" height="675" src="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-68-1.jpg" class="attachment-post-thumbnail size-post-thumbnail wp-post-image" alt="" decoding="async" loading="lazy" srcset="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-68-1.jpg 1200w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-68-1-300x169.jpg 300w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-68-1-1024x576.jpg 1024w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-68-1-768x432.jpg 768w" sizes="auto, (max-width: 1200px) 100vw, 1200px" /></div><p>SBI Mutual Fund offers a Sectoral-Pharma mutual fund plan called SBI Healthcare Opportunities Fund Direct Plan-Growth. This fund was established on January 1, 2013, making it 11 years old. SBI Healthcare Opportunities Fund Direct Plan-Growth has assets under management (AUM) of ₹2,980 crores, making it a medium-sized fund in its category.</p>
<p>The majority of the fund&#8217;s money is invested in the healthcare and chemical sectors. It has less exposure to the healthcare and chemical sectors than other funds in the category.</p>
<h2>SBI Healthcare Opportunities Fund Performance</h2>
<p>The growth returns of last year&#8217;s SBI Healthcare Opportunities Fund Direct Plan are 39.10%. It has generated profits an average of 18.68% annually since its start. Every three years, the fund doubles the amount invested in it.</p>
<p>The SBI Healthcare Opportunities Fund Direct Plan-Growth scheme&#8217;s ability to provide consistent returns is similar to that of the majority of funds in its category. Its capacity to manage losses in a sinking market is average.</p>
<h2>SBI Healthcare Opportunities Returns</h2>
<table id="trailingReturnTable" class="table" cellspacing="0">
<thead>
<tr>
<th class="first-col">Period</th>
<th class="second-col">SBI Healthcare Opportunities</th>
<th class="third-col">Category average</th>
</tr>
</thead>
<tbody>
<tr>
<td class="first-col">1 month</td>
<td class="second-col">5.08%</td>
<td class="third-col">7.63%</td>
</tr>
<tr>
<td class="first-col">3 months</td>
<td class="second-col">13.5%</td>
<td class="third-col">19.38%</td>
</tr>
<tr>
<td class="first-col">6 months</td>
<td class="second-col">14.15%</td>
<td class="third-col">19.42%</td>
</tr>
<tr>
<td class="first-col">1 year</td>
<td class="second-col">39.95%</td>
<td class="third-col">47.51%</td>
</tr>
<tr>
<td class="first-col">3 years</td>
<td class="second-col">19.53%</td>
<td class="third-col">19.08%</td>
</tr>
<tr>
<td class="first-col">5 years</td>
<td class="second-col">30.31%</td>
<td class="third-col">30.45%</td>
</tr>
</tbody>
</table>
<h2>SBI Healthcare Opportunities Top 5 Holdings</h2>
<table class="tb10Table holdings101Table" style="height: 270px" width="871">
<thead class="">
<tr class="holdings101ExcludeTopRadius">
<th class="contentSecondary holdings101header bodyBaseHeavy">Name</th>
<th class="contentSecondary holdings101header bodyBaseHeavy">Sector</th>
<th class="contentSecondary holdings101header bodyBaseHeavy">Instrument</th>
<th class="contentSecondary holdings101header bodyBaseHeavy">Assets</th>
</tr>
</thead>
<tbody class="">
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Sun Pharmaceutical Industries Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Healthcare</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">13.78%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Max Healthcare Institute Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Healthcare</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">7.67%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Divi&#8217;s Laboratories Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Healthcare</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">6.66%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Cipla Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Healthcare</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">6.65%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div>Lonza Group Ag</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Healthcare</td>
<td class="bodyBase" colspan="1" rowspan="1">ADS/ADR</td>
<td class="bodyBase" colspan="1" rowspan="1">4.94%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Aether Industries Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Chemicals</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">4.68%</td>
</tr>
</tbody>
</table>
<p>&nbsp;</p>
<p><strong>Disclaimer</strong>: The information provided in this article is for informational purposes only and should not be considered as financial advice. The data and figures presented are based on publicly available information and may be subject to change. Before making any investment decisions, it is recommended to conduct thorough research, consult with financial advisors, and consider your individual investment goals and risk tolerance. The author and publisher of this article do not assume any responsibility for any investment decisions made based on the information provided.</p>
]]></content:encoded>
					
					<wfw:commentRss>https://imvc.org/investment/mutual-funds/sbi-healthcare-opportunities-fund-39-95-returns-performance-analysis-and-top-holdings-2102/feed/</wfw:commentRss>
			<slash:comments>0</slash:comments>
		
		
			</item>
		<item>
		<title>SBI Contra Fund: 44.45% returns, performance analysis and top holdings</title>
		<link>https://imvc.org/investment/mutual-funds/sbi-contra-fund-44-45-returns-performance-analysis-and-top-holdings-2096/</link>
					<comments>https://imvc.org/investment/mutual-funds/sbi-contra-fund-44-45-returns-performance-analysis-and-top-holdings-2096/#respond</comments>
		
		<dc:creator><![CDATA[Aman]]></dc:creator>
		<pubDate>Sat, 10 Aug 2024 05:30:19 +0000</pubDate>
				<category><![CDATA[Mutual Funds]]></category>
		<category><![CDATA[Mutual funds]]></category>
		<category><![CDATA[SBI Contra Fund]]></category>
		<category><![CDATA[Stocks]]></category>
		<guid isPermaLink="false">https://imvc.org/?p=2096</guid>

					<description><![CDATA[<div style="margin-bottom:20px;"><img width="1200" height="675" src="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-27.jpg" class="attachment-post-thumbnail size-post-thumbnail wp-post-image" alt="" decoding="async" loading="lazy" srcset="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-27.jpg 1200w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-27-300x169.jpg 300w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-27-1024x576.jpg 1024w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-27-768x432.jpg 768w" sizes="auto, (max-width: 1200px) 100vw, 1200px" /></div>One of SBI Mutual Fund&#8217;s Contra mutual fund schemes is the SBI Contra Direct Plan-Growth. This fund was established on January 1, 2013, making it 11 years old. SBI Contra Direct Plan-Growth has assets under management (AUM) of ₹37,846 crores, making it a medium-sized fund in its category. The majority of the fund&#8217;s assets are allocated to the [&#8230;]]]></description>
										<content:encoded><![CDATA[<div style="margin-bottom:20px;"><img width="1200" height="675" src="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-27.jpg" class="attachment-post-thumbnail size-post-thumbnail wp-post-image" alt="" decoding="async" loading="lazy" srcset="https://imvc.org/wp-content/uploads/2024/08/Untitled-design-27.jpg 1200w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-27-300x169.jpg 300w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-27-1024x576.jpg 1024w, https://imvc.org/wp-content/uploads/2024/08/Untitled-design-27-768x432.jpg 768w" sizes="auto, (max-width: 1200px) 100vw, 1200px" /></div><p>One of SBI Mutual Fund&#8217;s Contra mutual fund schemes is the SBI Contra Direct Plan-Growth. This fund was established on January 1, 2013, making it 11 years old. SBI Contra Direct Plan-Growth has assets under management (AUM) of ₹37,846 crores, making it a medium-sized fund in its category.</p>
<p>The majority of the fund&#8217;s assets are allocated to the financial, energy, healthcare, technology, metals and mining industries. Compared to other funds in the category, it has less exposure to the Financial and Energy sectors.</p>
<h2>SBI Contra Fund Performance</h2>
<p>The last year&#8217;s growth returns for the SBI Contra Direct Plan are 44.34%. It has produced returns of 18.30% on average year since debut. Every three years, the fund doubles the amount invested in it.</p>
<p>The SBI Contra Direct Plan-Growth scheme&#8217;s ability to provide consistent returns is comparable to that of the majority of funds in its category. Its capacity to manage losses in a declining market is above average.</p>
<h2>SBI Contra Fund Returns</h2>
<table id="trailingReturnTable" class="table" cellspacing="0">
<thead>
<tr>
<th class="first-col">Period</th>
<th class="second-col">SBI Contra Fund</th>
<th class="third-col">Category average</th>
</tr>
</thead>
<tbody>
<tr>
<td class="first-col">1 month</td>
<td class="second-col">1.15%</td>
<td class="third-col">1.04%</td>
</tr>
<tr>
<td class="first-col">3 months</td>
<td class="second-col">12.57%</td>
<td class="third-col">14.23%</td>
</tr>
<tr>
<td class="first-col">6 months</td>
<td class="second-col">19.18%</td>
<td class="third-col">21.58%</td>
</tr>
<tr>
<td class="first-col">1 year</td>
<td class="second-col">44.45%</td>
<td class="third-col">48.14%</td>
</tr>
<tr>
<td class="first-col">3 years</td>
<td class="second-col">30.04%</td>
<td class="third-col">26.26%</td>
</tr>
<tr>
<td class="first-col">5 years</td>
<td class="second-col">32.93%</td>
<td class="third-col">28.34%</td>
</tr>
</tbody>
</table>
<h2>SBI Contra Fund Top 5 Holdings</h2>
<table class="tb10Table holdings101Table" style="height: 220px" width="737">
<tbody class="">
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div>Nifty Bank</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Financial</td>
<td class="bodyBase" colspan="1" rowspan="1">ID</td>
<td class="bodyBase" colspan="1" rowspan="1">5.61%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">HDFC Bank Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Financial</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">4.62%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Kotak Mahindra Bank Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Financial</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">2.69%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">GAIL (India) Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Energy</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">2.63%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">State Bank of India</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Financial</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">2.53%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Whirlpool Of India Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Consumer Discretionary</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">2.35%</td>
</tr>
</tbody>
</table>
<h2>SBI Contra Fund Suitability</h2>
<p>If you invest for five years or longer, you can expect profits that outperform both inflation and fixed-income returns. However, you can expect your investment value to fluctuate along the way.</p>
<p><strong>Disclaimer</strong>: The information provided in this article is for informational purposes only and should not be considered as financial advice. The data and figures presented are based on publicly available information and may be subject to change. Before making any investment decisions, it is recommended to conduct thorough research, consult with financial advisors, and consider your individual investment goals and risk tolerance. The author and publisher of this article do not assume any responsibility for any investment decisions made based on the information provided.</p>
]]></content:encoded>
					
					<wfw:commentRss>https://imvc.org/investment/mutual-funds/sbi-contra-fund-44-45-returns-performance-analysis-and-top-holdings-2096/feed/</wfw:commentRss>
			<slash:comments>0</slash:comments>
		
		
			</item>
		<item>
		<title>SBI Infrastructure Fund: Check returns, performance analysis and top holdings</title>
		<link>https://imvc.org/investment/mutual-funds/sbi-infrastructure-fund-check-returns-performance-analysis-and-top-holdings-2090/</link>
					<comments>https://imvc.org/investment/mutual-funds/sbi-infrastructure-fund-check-returns-performance-analysis-and-top-holdings-2090/#respond</comments>
		
		<dc:creator><![CDATA[Aman]]></dc:creator>
		<pubDate>Sat, 10 Aug 2024 04:59:05 +0000</pubDate>
				<category><![CDATA[Mutual Funds]]></category>
		<category><![CDATA[Mutual funds]]></category>
		<category><![CDATA[SBI Infrastructure Fund]]></category>
		<category><![CDATA[Share market]]></category>
		<guid isPermaLink="false">https://imvc.org/?p=2090</guid>

					<description><![CDATA[<div style="margin-bottom:20px;"><img width="1200" height="675" src="https://imvc.org/wp-content/uploads/2024/08/Stock-Market-Bars.jpg" class="attachment-post-thumbnail size-post-thumbnail wp-post-image" alt="" decoding="async" loading="lazy" srcset="https://imvc.org/wp-content/uploads/2024/08/Stock-Market-Bars.jpg 1200w, https://imvc.org/wp-content/uploads/2024/08/Stock-Market-Bars-300x169.jpg 300w, https://imvc.org/wp-content/uploads/2024/08/Stock-Market-Bars-1024x576.jpg 1024w, https://imvc.org/wp-content/uploads/2024/08/Stock-Market-Bars-768x432.jpg 768w" sizes="auto, (max-width: 1200px) 100vw, 1200px" /></div>One Sectoral-Infrastructure mutual fund scheme offered by SBI Mutual Fund is SBI Infrastructure Fund Direct-Growth. This fund was established on January 1, 2013, making it 11 years old. SBI Infrastructure Fund Direct-Growth has assets under management (AUM) of ₹4,524 Crores, making it a medium-sized fund in its category. The majority of the fund&#8217;s money is invested [&#8230;]]]></description>
										<content:encoded><![CDATA[<div style="margin-bottom:20px;"><img width="1200" height="675" src="https://imvc.org/wp-content/uploads/2024/08/Stock-Market-Bars.jpg" class="attachment-post-thumbnail size-post-thumbnail wp-post-image" alt="" decoding="async" loading="lazy" srcset="https://imvc.org/wp-content/uploads/2024/08/Stock-Market-Bars.jpg 1200w, https://imvc.org/wp-content/uploads/2024/08/Stock-Market-Bars-300x169.jpg 300w, https://imvc.org/wp-content/uploads/2024/08/Stock-Market-Bars-1024x576.jpg 1024w, https://imvc.org/wp-content/uploads/2024/08/Stock-Market-Bars-768x432.jpg 768w" sizes="auto, (max-width: 1200px) 100vw, 1200px" /></div><p>One Sectoral-Infrastructure mutual fund scheme offered by SBI Mutual Fund is SBI Infrastructure Fund Direct-Growth. This fund was established on January 1, 2013, making it 11 years old. SBI Infrastructure Fund Direct-Growth has assets under management (AUM) of ₹4,524 Crores, making it a medium-sized fund in its category.</p>
<p>The majority of the fund&#8217;s money is invested in the Energy, Construction, Metals &amp; Mining, Materials and Services sectors. It has less exposure to the energy and construction industries than other funds in the category.</p>
<h2 class="LC20lb MBeuO DKV0Md">SBI Infrastructure Fund Performance</h2>
<p>The past year&#8217;s direct growth returns for SBI Infrastructure Fund were 60.02%. It has produced 17.54% average yearly returns since debut. Every two years, the fund doubles the amount invested in it.</p>
<p>The SBI Infrastructure Fund Direct-Growth plan has a stable track record of producing returns that are similar to other funds in its class. It has an average capacity to contain losses in a declining market.</p>
<h2 class="LC20lb MBeuO DKV0Md">SBI Infrastructure Fund Returns</h2>
<table id="trailingReturnTable" class="table" cellspacing="0">
<thead>
<tr>
<th class="first-col">Period</th>
<th class="second-col">SBI Infrastructure Fund</th>
<th class="third-col">Category average</th>
</tr>
</thead>
<tbody>
<tr>
<td class="first-col">1 month</td>
<td class="second-col">-1.1%</td>
<td class="third-col">-2.7%</td>
</tr>
<tr>
<td class="first-col">3 months</td>
<td class="second-col">14.69%</td>
<td class="third-col">15.07%</td>
</tr>
<tr>
<td class="first-col">6 months</td>
<td class="second-col">22.6%</td>
<td class="third-col">28.01%</td>
</tr>
<tr>
<td class="first-col">1 year</td>
<td class="second-col">59.8%</td>
<td class="third-col">63.34%</td>
</tr>
<tr>
<td class="first-col">3 years</td>
<td class="second-col">33.35%</td>
<td class="third-col">34.68%</td>
</tr>
<tr>
<td class="first-col">5 years</td>
<td class="second-col">30.26%</td>
<td class="third-col">31.69%</td>
</tr>
</tbody>
</table>
<h2 class="LC20lb MBeuO DKV0Md">SBI Infrastructure Fund Top 5 Holdings</h2>
<table class="tb10Table holdings101Table" style="height: 246px" width="743">
<thead class="">
<tr class="holdings101ExcludeTopRadius">
<th class="contentSecondary holdings101header bodyBaseHeavy">Name</th>
<th class="contentSecondary holdings101header bodyBaseHeavy">Sector</th>
<th class="contentSecondary holdings101header bodyBaseHeavy">Instrument</th>
<th class="contentSecondary holdings101header bodyBaseHeavy">Assets</th>
</tr>
</thead>
<tbody class="">
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Reliance Industries Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Energy</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">9.75%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Bharti Airtel Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Communication</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">5.62%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Indian Energy Exchange Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Services</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">4.69%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Larsen &amp; Toubro Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Construction</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">4.15%</td>
</tr>
<tr class="holdings101Row">
<td class="holdings101CompanyName bodyBase" colspan="1" rowspan="1">
<div class="pc543Links">Shree Cement Ltd.</div>
</td>
<td class="bodyBase" colspan="1" rowspan="1">Construction</td>
<td class="bodyBase" colspan="1" rowspan="1">Equity</td>
<td class="bodyBase" colspan="1" rowspan="1">3.26%</td>
</tr>
</tbody>
</table>
<p>&nbsp;</p>
<p><strong>Disclaimer</strong>: The information provided in this article is for informational purposes only and should not be considered as financial advice. The data and figures presented are based on publicly available information and may be subject to change. Before making any investment decisions, it is recommended to conduct thorough research, consult with financial advisors, and consider your individual investment goals and risk tolerance. The author and publisher of this article do not assume any responsibility for any investment decisions made based on the information provided.</p>
]]></content:encoded>
					
					<wfw:commentRss>https://imvc.org/investment/mutual-funds/sbi-infrastructure-fund-check-returns-performance-analysis-and-top-holdings-2090/feed/</wfw:commentRss>
			<slash:comments>0</slash:comments>
		
		
			</item>
	</channel>
</rss>
