Table of Contents
Top 5 Best High Risk Mutual Funds in India
High risk Mutual Funds refer to funds that have a potential of delivering high returns in the future.
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.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2020 (%) PGIM India Midcap Opportunities Fund Growth ₹44.62
↑ 0.45 ₹2,709 18.5 43.3 96.1 37.9 20.8 48.4 Kotak Small Cap Fund Growth ₹168.683
↑ 1.07 ₹5,642 15.8 41.9 111.4 36.3 21.2 34.2 ICICI Prudential Smallcap Fund Growth ₹52.63
↑ 0.11 ₹2,961 12.2 46.8 102.1 33 18.2 22.8 Nippon India Small Cap Fund Growth ₹85.8403
↑ 0.29 ₹16,633 13.8 45 107.4 30.3 22.5 29.2 Axis Mid Cap Fund Growth ₹73.2
↑ 0.87 ₹14,804 17 36.6 72 30.3 21.8 26 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Oct 21
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.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2020 (%) ICICI Prudential Infrastructure Fund Growth ₹84.36
↑ 0.78 ₹1,632 18.4 41.1 113.6 22.4 15.4 3.6 IDFC Infrastructure Fund Growth ₹24.52
↑ 0.21 ₹655 9.1 35 108.5 19.9 14.4 6.3 DSP BlackRock Natural Resources and New Energy Fund Growth ₹56.725
↑ 0.67 ₹735 10.7 27.2 102.7 21.3 17.2 11.5 Aditya Birla Sun Life Infrastructure Fund Growth ₹51.74
↑ 0.15 ₹537 10.9 33.2 102.1 20.6 12.5 12.3 HDFC Infrastructure Fund Growth ₹21.359
↑ 0.16 ₹585 12.1 39.3 97.4 12.7 5.1 -7.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Oct 21
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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.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2020 (%) PGIM India Diversified Equity Fund Growth ₹27.62
↑ 0.18 ₹2,031 14.3 35.5 72.5 31.7 20.2 35.9 Parag Parikh Long Term Equity Fund Growth ₹51.7834
↑ 0.54 ₹14,590 15 33.1 59.4 30.6 22.4 32.3 Mahindra Badhat Yojana Growth ₹21.7074
↑ 0.23 ₹721 17.8 41.7 84.8 30.4 16.6 UTI Equity Fund Growth ₹278.285
↑ 2.26 ₹22,592 17.2 32.9 69.6 28.4 20.4 31.5 Baroda Pioneer Multi Cap Fund Growth ₹182.79
↑ 1.82 ₹1,116 21.2 42 80.9 26.9 16.6 19.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Oct 21
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.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2020 (%) Axis Bluechip Fund Growth ₹49
↑ 0.45 ₹32,213 15.8 28.2 51.8 24.2 19.3 19.7 Canara Robeco Bluechip Equity Fund Growth ₹43.57
↑ 0.30 ₹4,272 13.6 25.7 51.9 24.7 18 23.1 ICICI Prudential Bluechip Fund Growth ₹67.44
↑ 0.71 ₹30,089 15 27.8 58.6 20.1 16.1 13.5 Kotak Bluechip Fund Growth ₹394.857
↑ 3.12 ₹3,233 14.5 27.9 54.7 23.3 16 16.4 BNP Paribas Large Cap Fund Growth ₹146.73
↑ 1.13 ₹1,212 14.6 26.2 50 22.9 15.8 16.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Oct 21
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 Below is the key information for ICICI Prudential Technology Fund Returns up to 1 year are on 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 Below is the key information for TATA Digital India Fund Returns up to 1 year are on (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 Below is the key information for Aditya Birla Sun Life Digital India Fund Returns up to 1 year are on (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 Below is the key information for SBI Technology Opportunities Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Technology Fund Returns up to 1 year are on 1. ICICI Prudential Technology Fund
CAGR/Annualized return of 13.8% since its launch. Ranked 37 in Sectoral category. Return for 2020 was 70.6% , 2019 was 2.3% and 2018 was 19.1% . ICICI Prudential Technology Fund
Growth Launch Date 3 Mar 00 NAV (14 Oct 21) ₹163.13 ↑ 2.33 (1.45 %) Net Assets (Cr) ₹5,037 on 31 Aug 21 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 2.53 Sharpe Ratio 5.19 Information Ratio 0.39 Alpha Ratio 27.7 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.
Date Value 30 Sep 16 ₹10,000 30 Sep 17 ₹10,619 30 Sep 18 ₹16,079 30 Sep 19 ₹15,549 30 Sep 20 ₹21,153 30 Sep 21 ₹41,095 Returns for ICICI Prudential Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Oct 21 Duration Returns 1 Month 3.8% 3 Month 23.7% 6 Month 48.2% 1 Year 88.3% 3 Year 41.3% 5 Year 33.2% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 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% 2011 -18.9% Fund Manager information for ICICI Prudential Technology Fund
Name Since Tenure Sankaran Naren 14 Jul 17 4.14 Yr. Priyanka Khandelwal 8 Jul 20 1.15 Yr. Vaibhav Dusad 2 May 20 1.33 Yr. Data below for ICICI Prudential Technology Fund as on 31 Aug 21
Equity Sector Allocation
Sector Value Technology 74.55% Communication Services 9.86% Industrials 6.37% Consumer Cyclical 0.78% Consumer Defensive 0.48% Asset Allocation
Asset Class Value Cash 7.96% Equity 92.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY17% ₹868 Cr 5,087,218
↓ -60,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS10% ₹519 Cr 1,371,982
↑ 517,098 Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 53275510% ₹492 Cr 3,400,103
↑ 431,405 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH10% ₹491 Cr 4,150,167
↑ 984,360 Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT4% ₹224 Cr 672,793
↑ 20,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL4% ₹214 Cr 3,219,821
↑ 2,125,000 Cyient Ltd (Industrials)
Equity, Since 30 Jun 18 | CYIENT3% ₹160 Cr 1,636,094
↑ 357,636 Coforge Ltd (Technology)
Equity, Since 31 Jul 20 | 5325413% ₹149 Cr 286,929
↑ 94,335 eClerx Services Ltd (Technology)
Equity, Since 31 Aug 20 | 5329272% ₹125 Cr 552,260
↑ 128,334 Indian Railway Catering And Tourism Corp Ltd (Industrials)
Equity, Since 31 Dec 20 | 5428302% ₹122 Cr 444,609
↓ -46,000 2. TATA Digital India Fund
CAGR/Annualized return of 26.2% since its launch. Return for 2020 was 54.8% , 2019 was 7.5% and 2018 was 24.9% . TATA Digital India Fund
Growth Launch Date 28 Dec 15 NAV (14 Oct 21) ₹38.4559 ↑ 0.60 (1.59 %) Net Assets (Cr) ₹2,768 on 31 Aug 21 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 1.73 Sharpe Ratio 4.67 Information Ratio -0.16 Alpha Ratio 15.6 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-3 Months (0.25%),3 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 16 ₹10,000 30 Sep 17 ₹10,274 30 Sep 18 ₹16,470 30 Sep 19 ₹16,107 30 Sep 20 ₹20,788 30 Sep 21 ₹39,696 Returns for TATA Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Oct 21 Duration Returns 1 Month 3.7% 3 Month 25.2% 6 Month 46.4% 1 Year 82.5% 3 Year 39.6% 5 Year 32.7% 10 Year 15 Year Since launch 26.2% Historical performance (Yearly) on absolute basis
Year Returns 2020 54.8% 2019 7.5% 2018 24.9% 2017 19.6% 2016 -6% 2015 2014 2013 2012 2011 Fund Manager information for TATA Digital India Fund
Name Since Tenure Meeta Shetty 20 Apr 20 1.37 Yr. Venkat Samala 26 Nov 20 0.76 Yr. Data below for TATA Digital India Fund as on 31 Aug 21
Equity Sector Allocation
Sector Value Technology 79.01% Industrials 7.93% Communication Services 7.68% Consumer Cyclical 2.07% Asset Allocation
Asset Class Value Cash 3.31% Equity 96.69% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY17% ₹462 Cr 2,705,000
↑ 400,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS16% ₹433 Cr 1,143,126
↑ 300,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH10% ₹263 Cr 2,224,713
↑ 160,000 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 5327559% ₹242 Cr 1,675,000
↑ 400,000 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 5262994% ₹117 Cr 405,000
↑ 192,000 Indian Railway Catering And Tourism Corp Ltd (Industrials)
Equity, Since 31 Dec 20 | 5428304% ₹111 Cr 403,816
↑ 65,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT4% ₹101 Cr 303,963 L&T Technology Services Ltd (Technology)
Equity, Since 31 May 18 | LTTS3% ₹93 Cr 238,500
↑ 75,000 Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 28 Feb 21 | 5400053% ₹87 Cr 163,331 Cyient Ltd (Industrials)
Equity, Since 28 Feb 21 | CYIENT3% ₹82 Cr 834,339
↑ 101,000 3. Aditya Birla Sun Life Digital India Fund
CAGR/Annualized return of 12.8% since its launch. Ranked 33 in Sectoral category. Return for 2020 was 59% , 2019 was 9.6% and 2018 was 15.6% . Aditya Birla Sun Life Digital India Fund
Growth Launch Date 15 Jan 00 NAV (14 Oct 21) ₹138.38 ↑ 1.56 (1.14 %) Net Assets (Cr) ₹2,288 on 31 Aug 21 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 2.56 Sharpe Ratio 6.14 Information Ratio 0.87 Alpha Ratio 30.67 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 16 ₹10,000 30 Sep 17 ₹10,763 30 Sep 18 ₹15,557 30 Sep 19 ₹15,943 30 Sep 20 ₹20,953 30 Sep 21 ₹39,383 Returns for Aditya Birla Sun Life Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Oct 21 Duration Returns 1 Month 2.9% 3 Month 19.3% 6 Month 40.2% 1 Year 82.4% 3 Year 40.2% 5 Year 32% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis
Year Returns 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% 2011 -21.8% Fund Manager information for Aditya Birla Sun Life Digital India Fund
Name Since Tenure Kunal Sangoi 15 Jan 14 7.63 Yr. Data below for Aditya Birla Sun Life Digital India Fund as on 31 Aug 21
Equity Sector Allocation
Sector Value Technology 73.41% Communication Services 14.67% Industrials 7.13% Consumer Cyclical 0.75% Asset Allocation
Asset Class Value Cash 4.03% Equity 95.97% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY17% ₹394 Cr 2,310,259
↑ 75,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS12% ₹279 Cr 737,487
↑ 168,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH10% ₹220 Cr 1,863,931
↑ 20,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 5327559% ₹207 Cr 1,429,943
↓ -40,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL7% ₹150 Cr 2,251,670
↑ 725,000 Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT4% ₹91 Cr 930,651
↑ 29,472 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT3% ₹80 Cr 239,326
↑ 8,000 Just Dial Ltd (Communication Services)
Equity, Since 30 Sep 19 | 5356483% ₹72 Cr 758,953
↑ 100,000 Wipro Ltd (Technology)
Equity, Since 31 Jan 21 | 5076853% ₹63 Cr 989,307
↑ 200,000 Firstsource Solutions Ltd (Technology)
Equity, Since 31 Aug 20 | 5328092% ₹54 Cr 3,005,109
↑ 400,000 4. SBI Technology Opportunities Fund
CAGR/Annualized return of 24.2% since its launch. Ranked 42 in Sectoral category. Return for 2020 was 47.3% , 2019 was 12.2% and 2018 was 17.1% . SBI Technology Opportunities Fund
Growth Launch Date 9 Jan 13 NAV (14 Oct 21) ₹152.651 ↑ 1.26 (0.84 %) Net Assets (Cr) ₹1,465 on 31 Aug 21 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆ Risk High Expense Ratio 2.61 Sharpe Ratio 5.65 Information Ratio 0.97 Alpha Ratio 28.8 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.
Date Value 30 Sep 16 ₹10,000 30 Sep 17 ₹10,039 30 Sep 18 ₹14,396 30 Sep 19 ₹14,878 30 Sep 20 ₹18,330 30 Sep 21 ₹33,199 Returns for SBI Technology Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Oct 21 Duration Returns 1 Month 1.4% 3 Month 17.7% 6 Month 38% 1 Year 72.2% 3 Year 36.3% 5 Year 27.6% 10 Year 15 Year Since launch 24.2% Historical performance (Yearly) on absolute basis
Year Returns 2020 47.3% 2019 12.2% 2018 17.1% 2017 13% 2016 -3.3% 2015 2.4% 2014 29.2% 2013 2012 2011 Fund Manager information for SBI Technology Opportunities Fund
Name Since Tenure Anup Upadhyay 1 Jun 11 10.26 Yr. Data below for SBI Technology Opportunities Fund as on 31 Aug 21
Equity Sector Allocation
Sector Value Technology 73.3% Communication Services 17.04% Industrials 2.42% Consumer Cyclical 2.41% Asset Allocation
Asset Class Value Cash 4.83% Equity 95.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY23% ₹342 Cr 2,004,200
↑ 212,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH9% ₹134 Cr 1,132,474
↑ 64,500 Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 15 | 5327559% ₹132 Cr 909,735
↑ 98,800 Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL9% ₹129 Cr 6,075
↑ 1,100 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL5% ₹75 Cr 1,130,130
↑ 457,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS5% ₹72 Cr 191,411 Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT5% ₹67 Cr 30,390
↑ 15,700 Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 May 20 | 5400054% ₹55 Cr 103,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Aug 20 | PERSISTENT3% ₹48 Cr 144,100 Netflix Inc (Communication Services)
Equity, Since 31 Aug 21 | NFLX2% ₹36 Cr 8,800
↑ 8,800 5. Franklin India Technology Fund
CAGR/Annualized return of 20.1% since its launch. Ranked 41 in Sectoral category. Return for 2020 was 56.8% , 2019 was 12.4% and 2018 was 11.9% . Franklin India Technology Fund
Growth Launch Date 22 Aug 98 NAV (13 Oct 21) ₹349.69 ↑ 2.81 (0.81 %) Net Assets (Cr) ₹700 on 31 Aug 21 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk High Expense Ratio 2.51 Sharpe Ratio 4.9 Information Ratio 0.17 Alpha Ratio 18.43 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.
Date Value 30 Sep 16 ₹10,000 30 Sep 17 ₹10,857 30 Sep 18 ₹14,817 30 Sep 19 ₹14,412 30 Sep 20 ₹19,554 30 Sep 21 ₹31,316 Returns for Franklin India Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Oct 21 Duration Returns 1 Month 0.9% 3 Month 15.2% 6 Month 22.3% 1 Year 49.5% 3 Year 31.6% 5 Year 25.9% 10 Year 15 Year Since launch 20.1% Historical performance (Yearly) on absolute basis
Year Returns 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% 2011 -15.5% Fund Manager information for Franklin India Technology Fund
Name Since Tenure Anand Radhakrishnan 3 Mar 07 14.51 Yr. Varun Sharma 30 Nov 15 5.76 Yr. Mayank Bukrediwala 24 Aug 20 1.02 Yr. Data below for Franklin India Technology Fund as on 31 Aug 21
Equity Sector Allocation
Sector Value Technology 63.94% Communication Services 16.2% Consumer Cyclical 6.9% Industrials 2.79% Financial Services 0.67% Real Estate 0.2% Health Care 0.11% Consumer Defensive 0.01% Asset Allocation
Asset Class Value Cash 8.75% Equity 90.96% Other 0.29% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY19% ₹133 Cr 778,984
↓ -166,663 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS11% ₹79 Cr 209,047
↑ 33,047 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH10% ₹69 Cr 580,000
↑ 10,000 Franklin Technology I Acc USD
Investment Fund | -8% ₹58 Cr 116,868 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI6% ₹45 Cr 73,229 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL6% ₹40 Cr 600,000 Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 5327555% ₹35 Cr 239,424
↓ -80,576 Cyient Ltd (Industrials)
Equity, Since 31 Dec 06 | CYIENT3% ₹20 Cr 200,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433203% ₹18 Cr 1,322,618 Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 30 Apr 19 | 5400052% ₹16 Cr 31,000
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?
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
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.
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