fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
LOG IN
SIGN UP

Fincash » Mutual Funds » Best High Risk Mutual Funds

Top 5 Best High Risk Mutual Funds in India

Updated on August 15, 2022 , 11716 views

High risk Mutual Funds refer to funds that have a potential of delivering high returns in the future.

High-Risk

These are the funds that are ideally meant for investors who are willing to take a high level of risk in the investment. But, these funds are highly volatile in nature. That’s is why such a high-risk fund in the portfolio needs to be actively managed time to time. High risk Mutual Funds usually provide great dividends to investors. Therefore, if you are willing to take a high-risk to earn good returns, then you can prefer Investing in these listed funds.

What are High Risk Investments?

High risk funds help in a long-term wealth creation. One can also plan their long-term Financial goals such as retirement, world tour, purchase of a dream house, marriage, etc., by investing in these funds. High risk funds are long-term investments that are meant to be invested for longer tenure that is more than 5 years.

Mutual Funds that are advised for such investments are Equity Funds. An Equity Fund is considered to be a high-risk, high return fund. Equity funds invest in stocks/shares of companies. It is one of the best way to own a business (in a small portion) without starting or investing in a firm directly. There are different types of equity funds like Large cap funds, mid & Small cap funds, Diversified Funds, sector funds and ELSS (Equity Linked Savings Schemes).

Best High Risk Mutual Funds

Mid & Small Cap Funds

Mid & small cap funds invest in mid & small (or startup) companies, respectively. Since these funds consist stock of emerging companies, they are very risky in nature. Hence, investors who can invest for about 7-10 years & more, should only prefer investing in these funds. If the companies do well in the long-run, investors may earn good returns.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
PGIM India Midcap Opportunities Fund Growth ₹44.67
↑ 0.11
₹5,16913.8612.640.619.263.8
Kotak Small Cap Fund Growth ₹165.057
↑ 1.05
₹7,0808.7311.136.71870.9
Nippon India Small Cap Fund Growth ₹87.7909
↑ 0.37
₹18,35810.25.515.235.718.174.3
SBI Small Cap Fund Growth ₹110.297
↑ 0.11
₹11,64610.8817.931.618.947.6
DSP BlackRock Small Cap Fund  Growth ₹111.114
↑ 0.42
₹7,9585.23.710.431.613.658.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Aug 22

Sector Funds

These are the funds that are sector specific, means they invest in a particular sector like infra, pharma, banking, as such. These are high-risk funds, they can double or trouble your money. So, investors who have a knowledge about the future growth of the sector that he wishes to invest should only prefer investing in these funds.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
UTI Transportation & Logistics Fund Growth ₹155.521
↓ -0.23
₹1,74019.51530.524.46.824.3
SBI Consumption Opportunities Fund Growth ₹199.246
↑ 1.03
₹9198.510.225.823.714.835.6
ICICI Prudential FMCG Fund Growth ₹375.63
↑ 1.80
₹79012.316.224.517.112.819.5
ICICI Prudential Infrastructure Fund Growth ₹90.03
↑ 0.57
₹1,8268.89.922.923.812.650.1
Nippon India Consumption Fund Growth ₹126.98
↑ 0.71
₹19516.71520.5271631.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Aug 22

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

Diversified Funds or Multi Cap Funds

These funds invest across all the Market cap- large cap, mid & small cap funds. Due to its investing technique, they master in balancing the portfolio. Due to which the risk is moderate. If one fund fails to perform well, the others are there to balance the portfolio. Investors should ideally stay invested for atleast 5 years & more.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
PGIM India Diversified Equity Fund Growth ₹25.63
↑ 0.11
₹4,2418.9-0.50.4271543.5
Parag Parikh Long Term Equity Fund Growth ₹49.4495
↑ 0.32
₹22,3248.816.726.618.645.5
Mahindra Badhat Yojana Growth ₹20.535
↑ 0.08
₹1,1356.51.87.725.614.550.8
UTI Equity Fund Growth ₹245.881
↑ 1.76
₹22,65711.20.1-0.622.615.134
Principal Multi Cap Growth Fund Growth ₹242.184
↑ 1.34
₹1,67111.82.710.722.61346.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Aug 22

Large Cap Funds

These are the funds that invest in large-sized companies in India. These are firms that are the leaders in the industry and are known for its stable returns. As, large-cap funds invest in bigger companies they are less risky than mid & small caps. But, being an equity fund, the risk of is always there. Investors who can bear moderate to high level of risk and also can stay invested for 5 years & more can invest in these schemes.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Canara Robeco Bluechip Equity Fund Growth ₹41.76
↑ 0.23
₹6,82410.41.54.220.21424.5
Axis Bluechip Fund Growth ₹44.94
↑ 0.32
₹32,32210.90.51.615.713.920.6
Kotak Bluechip Fund Growth ₹383.236
↑ 2.14
₹4,21711.74.16.819.612.827.7
ICICI Prudential Bluechip Fund Growth ₹67.99
↑ 0.37
₹29,98110.53.810.61912.629.2
Nippon India Large Cap Fund Growth ₹54.0783
↑ 0.35
₹10,58513.78.415.51912.332.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Aug 22

1. TATA Digital India Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in Information Technology Sector in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.

TATA Digital India Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 19.7% since its launch.  Return for 2021 was 74.4% , 2020 was 54.8% and 2019 was 7.5% .

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (17 Aug 22) ₹32.9317 ↑ 0.34   (1.05 %)
Net Assets (Cr) ₹5,434 on 30 Jun 22
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 1.73
Sharpe Ratio -0.07
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-3 Months (0.25%),3 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹14,968
31 Jul 19₹15,039
31 Jul 20₹17,443
31 Jul 21₹32,919
31 Jul 22₹32,244

TATA Digital India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for TATA Digital India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Aug 22

DurationReturns
1 Month 12.5%
3 Month 2.2%
6 Month -9.6%
1 Year -5%
3 Year 30.7%
5 Year 27.6%
10 Year
15 Year
Since launch 19.7%
Historical performance (Yearly) on absolute basis
YearReturns
2021 74.4%
2020 54.8%
2019 7.5%
2018 24.9%
2017 19.6%
2016 -6%
2015
2014
2013
2012
Fund Manager information for TATA Digital India Fund
NameSinceTenure
Meeta Shetty9 Mar 211.4 Yr.
Venkat Samala26 Nov 201.68 Yr.

Data below for TATA Digital India Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Technology78.21%
Communication Services10.07%
Industrials3.82%
Consumer Cyclical0.85%
Asset Allocation
Asset ClassValue
Cash7.05%
Equity92.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
26%₹1,392 Cr9,519,598
↑ 600,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
11%₹579 Cr1,773,501
↑ 100,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
8%₹428 Cr4,400,373
↑ 875,660
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL
7%₹381 Cr5,569,200
↑ 1,025,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
7%₹374 Cr3,739,334
↑ 325,000
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 28 Feb 21 | LTI
4%₹199 Cr500,010
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 507685
3%₹186 Cr4,470,332
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
3%₹166 Cr488,947
↓ -13,611
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299
3%₹157 Cr686,549
↓ -136,600
Coforge Ltd (Technology)
Equity, Since 31 Oct 21 | COFORGE
3%₹150 Cr425,084
↑ 14,600

2. ICICI Prudential Technology Fund

To generate long-term capital appreciation for you from a portfolio made up predominantly of equity and equity-related securities of technology intensive companies.

ICICI Prudential Technology Fund is a Equity - Sectoral fund was launched on 3 Mar 00. It is a fund with High risk and has given a CAGR/Annualized return of 12.4% since its launch.  Ranked 37 in Sectoral category.  Return for 2021 was 75.7% , 2020 was 70.6% and 2019 was 2.3% .

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (17 Aug 22) ₹138.95 ↑ 1.49   (1.08 %)
Net Assets (Cr) ₹8,508 on 30 Jun 22
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.53
Sharpe Ratio -0.06
Information Ratio 0.97
Alpha Ratio 0.01
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹14,060
31 Jul 19₹14,336
31 Jul 20₹16,690
31 Jul 21₹34,155
31 Jul 22₹32,711

ICICI Prudential Technology Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for ICICI Prudential Technology Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Aug 22

DurationReturns
1 Month 11.6%
3 Month 0.6%
6 Month -10.4%
1 Year -6.9%
3 Year 33.5%
5 Year 27.5%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2021 75.7%
2020 70.6%
2019 2.3%
2018 19.1%
2017 19.8%
2016 -4%
2015 3.9%
2014 26.3%
2013 62.6%
2012 17.1%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Priyanka Khandelwal8 Jul 202.07 Yr.
Vaibhav Dusad2 May 202.25 Yr.

Data below for ICICI Prudential Technology Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Technology76.19%
Communication Services14.65%
Industrials2.04%
Consumer Cyclical0.29%
Consumer Defensive0%
Asset Allocation
Asset ClassValue
Cash6.78%
Equity93.17%
Other0.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
31%₹2,606 Cr17,828,927
↑ 74,843
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
9%₹806 Cr2,466,698
↑ 491,335
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
9%₹774 Cr7,949,388
↓ -4,697
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
8%₹687 Cr10,030,186
↑ 1,318,274
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 507685
8%₹655 Cr15,747,685
↑ 700,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
7%₹630 Cr6,303,289
↓ -454,821
Mphasis Ltd (Technology)
Equity, Since 30 Jun 20 | 526299
1%₹119 Cr520,611
↓ -137,093
Zee Entertainment Enterprises Ltd (Communication Services)
Equity, Since 31 Jan 22 | ZEEL
1%₹111 Cr5,170,044
↑ 817,008
MindTree Ltd (Technology)
Equity, Since 30 Jun 20 | 532819
1%₹109 Cr376,021
↓ -7,184
Accenture PLC Class A (Technology)
Equity, Since 28 Feb 21 | ACN
1%₹96 Cr43,600

3. Aditya Birla Sun Life Digital India Fund

(Erstwhile Aditya Birla Sun Life New Millennium Fund)

A multi-sector open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity, focusing on investing in technology and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other technology enabled companies. The secondary objective is income generation and distribution of dividend.

Aditya Birla Sun Life Digital India Fund is a Equity - Sectoral fund was launched on 15 Jan 00. It is a fund with High risk and has given a CAGR/Annualized return of 11.6% since its launch.  Ranked 33 in Sectoral category.  Return for 2021 was 70.5% , 2020 was 59% and 2019 was 9.6% .

Below is the key information for Aditya Birla Sun Life Digital India Fund

Aditya Birla Sun Life Digital India Fund
Growth
Launch Date 15 Jan 00
NAV (17 Aug 22) ₹120.12 ↑ 1.46   (1.23 %)
Net Assets (Cr) ₹2,939 on 30 Jun 22
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.56
Sharpe Ratio -0.21
Information Ratio 0.93
Alpha Ratio -3.4
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹13,792
31 Jul 19₹13,979
31 Jul 20₹16,952
31 Jul 21₹32,139
31 Jul 22₹30,944

Aditya Birla Sun Life Digital India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for Aditya Birla Sun Life Digital India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Aug 22

DurationReturns
1 Month 12.3%
3 Month 2%
6 Month -9.4%
1 Year -6.8%
3 Year 32.5%
5 Year 26.2%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
2021 70.5%
2020 59%
2019 9.6%
2018 15.6%
2017 22.4%
2016 -3.5%
2015 11.2%
2014 21.1%
2013 50.2%
2012 3.7%
Fund Manager information for Aditya Birla Sun Life Digital India Fund
NameSinceTenure
Kunal Sangoi15 Jan 148.55 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Technology77.61%
Communication Services10.25%
Industrials6.41%
Consumer Cyclical0.8%
Asset Allocation
Asset ClassValue
Cash4.93%
Equity95.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
25%₹725 Cr4,958,401
↑ 148,532
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
10%₹286 Cr875,450
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
8%₹243 Cr2,433,618
↑ 502,456
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH
8%₹236 Cr2,421,227
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
6%₹187 Cr2,734,997
↑ 183,327
MindTree Ltd (Technology)
Equity, Since 30 Nov 20 | 532819
4%₹106 Cr365,739
↑ 60,211
Wipro Ltd (Technology)
Equity, Since 31 Jan 21 | 507685
3%₹99 Cr2,370,817
↓ -941,071
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
3%₹92 Cr1,221,725
Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE
2%₹69 Cr193,774
Mphasis Ltd (Technology)
Equity, Since 29 Feb 20 | 526299
2%₹64 Cr280,854
↓ -1,995

4. SBI Technology Opportunities Fund

(Erstwhile SBI IT Fund)

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

SBI Technology Opportunities Fund is a Equity - Sectoral fund was launched on 9 Jan 13. It is a fund with High risk and has given a CAGR/Annualized return of 20.8% since its launch.  Ranked 42 in Sectoral category.  Return for 2021 was 66.4% , 2020 was 47.3% and 2019 was 12.2% .

Below is the key information for SBI Technology Opportunities Fund

SBI Technology Opportunities Fund
Growth
Launch Date 9 Jan 13
NAV (17 Aug 22) ₹140.718 ↑ 0.75   (0.54 %)
Net Assets (Cr) ₹2,381 on 30 Jun 22
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.61
Sharpe Ratio -0.03
Information Ratio 0.6
Alpha Ratio 0.63
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-15 Days (0.5%),15 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹13,820
31 Jul 19₹14,354
31 Jul 20₹16,495
31 Jul 21₹30,088
31 Jul 22₹29,750

SBI Technology Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for SBI Technology Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Aug 22

DurationReturns
1 Month 13.1%
3 Month 5.2%
6 Month -5.6%
1 Year -2.8%
3 Year 29%
5 Year 25.3%
10 Year
15 Year
Since launch 20.8%
Historical performance (Yearly) on absolute basis
YearReturns
2021 66.4%
2020 47.3%
2019 12.2%
2018 17.1%
2017 13%
2016 -3.3%
2015 2.4%
2014 29.2%
2013
2012
Fund Manager information for SBI Technology Opportunities Fund
NameSinceTenure
Saurabh Pant1 Jan 220.58 Yr.
Mohit Jain1 Jan 220.58 Yr.

Data below for SBI Technology Opportunities Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Technology70.36%
Communication Services24.26%
Industrials0.99%
Asset Allocation
Asset ClassValue
Cash4.39%
Equity95.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
27%₹648 Cr4,430,000
↑ 630,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
13%₹312 Cr955,353
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
9%₹226 Cr3,300,000
Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT
8%₹189 Cr92,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH
7%₹165 Cr1,700,000
Netflix Inc (Communication Services)
Equity, Since 31 Aug 21 | NFLX
5%₹130 Cr92,000
Wipro Ltd (Technology)
Equity, Since 30 Apr 21 | 507685
5%₹128 Cr3,080,000
PVR Ltd (Communication Services)
Equity, Since 31 Jan 22 | PVR
5%₹121 Cr650,000
Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL
4%₹99 Cr5,600
NVIDIA Corp (Technology)
Equity, Since 30 Apr 21 | NVDA
2%₹58 Cr47,000

5. Franklin India Technology Fund

To provide long-term capital appreciation by predominantly investing in equity and equity related securities of technology and technology related companies.

Franklin India Technology Fund is a Equity - Sectoral fund was launched on 22 Aug 98. It is a fund with High risk and has given a CAGR/Annualized return of 18.6% since its launch.  Ranked 41 in Sectoral category.  Return for 2021 was 39% , 2020 was 56.8% and 2019 was 12.4% .

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (17 Aug 22) ₹301.466 ↑ 1.06   (0.35 %)
Net Assets (Cr) ₹657 on 30 Jun 22
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.51
Sharpe Ratio -0.69
Information Ratio -0.18
Alpha Ratio -11.7
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 17₹10,000
31 Jul 18₹13,049
31 Jul 19₹13,114
31 Jul 20₹16,800
31 Jul 21₹26,256
31 Jul 22₹23,859

Franklin India Technology Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for Franklin India Technology Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Aug 22

DurationReturns
1 Month 11.7%
3 Month 6.1%
6 Month -9.6%
1 Year -8.9%
3 Year 24.4%
5 Year 20.3%
10 Year
15 Year
Since launch 18.6%
Historical performance (Yearly) on absolute basis
YearReturns
2021 39%
2020 56.8%
2019 12.4%
2018 11.9%
2017 19.1%
2016 -2.6%
2015 3.8%
2014 16.8%
2013 53.3%
2012 0.3%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure
Anand Radhakrishnan3 Mar 0715.42 Yr.
Varun Sharma30 Nov 156.67 Yr.
Sandeep Manam18 Oct 210.79 Yr.

Data below for Franklin India Technology Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Technology62.1%
Communication Services16.35%
Consumer Cyclical9.15%
Financial Services3.03%
Industrials2.88%
Basic Materials0.61%
Real Estate0.24%
Health Care0.08%
Asset Allocation
Asset ClassValue
Cash5.19%
Equity94.53%
Other0.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
17%₹111 Cr760,000
↑ 8,535
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
15%₹98 Cr300,000
↑ 2,593
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
9%₹61 Cr630,000
↑ 2,826
Franklin Technology I Acc USD
Investment Fund | -
8%₹54 Cr166,810
↑ 43,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
6%₹41 Cr600,000
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI
4%₹28 Cr74,000
↑ 301
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
4%₹27 Cr269,174
↑ 60,594
Cyient Ltd (Industrials)
Equity, Since 31 Dec 06 | CYIENT
3%₹19 Cr250,000
↑ 13,916
MakeMyTrip Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | MMYT
3%₹17 Cr82,135
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
2%₹14 Cr247,000
↑ 13,586

Why taking a SIP route is a Smart Choice in High Risk Investments?

A Systematic Investment plan (SIP) is an efficient mode of investment in Mutual Funds, especially in equity funds. A SIP allows an investor to invest a fixed amount regularly in the scheme. One of the important benefits of SIPs is that it helps in the rupee cost averaging. When you invest regularly over a period of time, regardless of the market conditions, you would get more units when the market is low and less units when the market is high. This averages out the purchase cost of your Mutual Fund units.

The other benefit is the Power of Compounding. Your money starts compounding when you invest for a longer period. The accumulated corpus is re-invested in the market and you earn returns on the returns earned by your investment. This helps in building a large corpus that could help you achieve your long-term goals with regular small investments.

Some of the other advantages of a SIP are:

  • Minimum investment starts with INR 500
  • Builds habit of long-term savings
  • Reduces long-term risk
  • Helps in goal-wise investing

How to Invest inHigh Risk Mutual Funds?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
How helpful was this page ?
Rated 5, based on 1 reviews.
POST A COMMENT