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Fincash » Mutual Funds » Best High Risk Mutual Funds

Top 5 Best High Risk Mutual Funds in India

Updated on June 17, 2019 , 81 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 (%)2018 (%)
SBI Small Cap Fund Growth ₹50.3722
↓ -0.25
₹1,992-2.2-0.5-4.71521.6
L&T Emerging Businesses Fund Growth ₹23.247
↓ -0.18
₹5,989-5.6-6.6-12.114.415.3
Aditya Birla Sun Life Small Cap Fund Growth ₹32.765
↓ -0.42
₹2,374-6.9-4.4-17.26.411.7
Kotak Emerging Equity Scheme Growth ₹38.076
↓ -0.26
₹4,028-0.31.9-2.410.516.2
HDFC Small Cap Fund Growth ₹41.637
↓ -0.31
₹7,660-4.8-2.6-7.415.115.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Jun 19

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 (%)2018 (%)
ICICI Prudential Banking and Financial Services Fund Growth ₹66.74
↓ -0.25
₹3,0683.69.913.419.817.1
Franklin Build India Fund Growth ₹42.3575
↓ -0.34
₹1,2560.55.97.412.716
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹29.29
↓ -0.20
₹1,7411.86.54.416.316.8
DSP BlackRock Natural Resources and New Energy Fund Growth ₹32.097
↑ 0.23
₹412-2.32.9-3.917.113.4
Sundaram Rural and Consumption Fund Growth ₹40.3338
↓ -0.34
₹2,375-2.6-2.4-410.214.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Jun 19

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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.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Mirae Asset India Equity Fund  Growth ₹51.187
↓ -0.07
₹12,3150.65.29.615.314.4
Kotak Standard Multicap Fund Growth ₹35.76
↓ -0.12
₹24,2972.16.38.814.615.1
Motilal Oswal Multicap 35 Fund Growth ₹26.0733
↓ -0.03
₹13,2470.73-1.113.618
SBI Magnum Multicap Fund Growth ₹49.2192
↓ -0.11
₹7,2282.46.15.112.414.7
BNP Paribas Multi Cap Fund Growth ₹47.075
↓ -0.14
₹7732.44.83.310.911.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Jun 19

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 (%)2018 (%)
Reliance Large Cap Fund Growth ₹34.8405
↓ -0.13
₹12,772-0.54.28.714.312.5
Indiabulls Blue Chip Fund Growth ₹21.49
↑ 0.05
₹26525.47.612.511.3
ICICI Prudential Bluechip Fund Growth ₹42.61
↓ -0.04
₹21,8461.446.61311.3
SBI Bluechip Fund Growth ₹39.874
↓ -0.11
₹22,2172.96.44.810.312.6
Essel Large Cap Equity Fund Growth ₹23.1333
↓ -0.04
₹1211.85.94.610.410.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Jun 19

1. SBI Small Cap Fund

(Erstwhile SBI Small & Midcap Fund)

The Scheme seeks to generate income and long term capital appreciation by investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies

SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18% since its launch.  Ranked 4 in Small Cap category. .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (19 Jun 19) ₹50.3722 ↓ -0.25   (-0.49 %)
Net Assets (Cr) ₹1,992 on 30 Apr 19
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.64
Sharpe Ratio -0.74
Information Ratio 0.73
Alpha Ratio 4.86
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 May 14₹10,000
31 May 15₹17,129
31 May 16₹18,665
31 May 17₹24,363
31 May 18₹31,917
31 May 19₹30,178

SBI Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for SBI Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 19

DurationReturns
1 Month 1.8%
3 Month -2.2%
6 Month -0.5%
1 Year -4.7%
3 Year 15%
5 Year 21.6%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 135.45 Yr.

Data below for SBI Small Cap Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Industrials21.98%
Consumer Cyclical20.97%
Basic Materials15.72%
Financial Services13.76%
Consumer Defensive7.96%
Technology6.44%
Health Care2.48%
Utility2.34%
Real Estate1.11%
Asset Allocation
Asset ClassValue
Cash9.5%
Equity90.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
8%₹182 Cr
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
5%₹112 Cr1,077,439
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | 542141
4%₹78 Cr3,134,750
Relaxo Footwears Ltd (Consumer Cyclical)
Equity, Since 30 Nov 13 | 530517
3%₹76 Cr900,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | HDFCBANK
3%₹75 Cr310,000
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 540203
3%₹75 Cr600,000
NIIT Ltd (Technology)
Equity, Since 30 Apr 19 | 500304
3%₹74 Cr7,000,000
Carborundum Universal Ltd (Basic Materials)
Equity, Since 31 May 19 | 513375
3%₹69 Cr1,826,845
↑ 1,826,845
Kewal Kiran Clothing Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | 532732
3%₹68 Cr525,470
Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Jan 19 | 540750
3%₹67 Cr4,300,000
↑ 1,222,442

2. Mirae Asset Emerging Bluechip Fund

The investment objective of the scheme is to generate income and capital appreciation from a portfolio primarily investing in Indian equities and equity related securities of large cap and mid cap companies at the time of investment. From time to time, the fund manager may also seek participation in other Indian equity and equity related securities to achieve optimal Portfolio construction. The Scheme does not guarantee or assure any returns.

Mirae Asset Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 9 Jul 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.5% since its launch. .

Below is the key information for Mirae Asset Emerging Bluechip Fund

Mirae Asset Emerging Bluechip Fund
Growth
Launch Date 9 Jul 10
NAV (19 Jun 19) ₹52.873 ↓ -0.22   (-0.40 %)
Net Assets (Cr) ₹7,271 on 30 Apr 19
Category Equity - Large & Mid Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2.26
Sharpe Ratio 0.16
Information Ratio 1.3
Alpha Ratio 6.04
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 14₹10,000
31 May 15₹14,930
31 May 16₹16,156
31 May 17₹22,882
31 May 18₹24,954
31 May 19₹27,505

Mirae Asset Emerging Bluechip 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 Mirae Asset Emerging Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 19

DurationReturns
1 Month 3%
3 Month -0.2%
6 Month 4.2%
1 Year 8.7%
3 Year 17.2%
5 Year 20.1%
10 Year
15 Year
Since launch 20.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for Mirae Asset Emerging Bluechip Fund
NameSinceTenure
Neelesh Surana9 Jul 108.57 Yr.
Ankit Jain31 Jan 190 Yr.

Data below for Mirae Asset Emerging Bluechip Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services33.17%
Consumer Cyclical14.74%
Health Care10.76%
Basic Materials9.68%
Industrials8.3%
Technology8.03%
Consumer Defensive6.56%
Energy4.98%
Utility3.13%
Asset Allocation
Asset ClassValue
Cash0.67%
Equity99.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK
6%₹434 Cr1,872,370
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK
6%₹413 Cr10,130,939
↑ 733,756
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
4%₹306 Cr3,985,692
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
3%₹242 Cr1,738,513
↓ -293,923
Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 29 Feb 16 | 500800
3%₹215 Cr10,287,207
↑ 1,606,710
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹209 Cr1,505,065
↑ 51,822
Voltas Ltd (Industrials)
Equity, Since 31 Dec 14 | VOLTAS
3%₹203 Cr3,371,873
↑ 180,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
3%₹196 Cr2,611,705
↓ -50
State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN
3%₹193 Cr6,222,648
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Dec 15 | TATASTEEL
3%₹193 Cr3,457,613
↓ -93,916

3. Motilal Oswal Multicap 35 Fund

(Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.5% since its launch.  Ranked 5 in Multi Cap category. .

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund
Growth
Launch Date 28 Apr 14
NAV (19 Jun 19) ₹26.0733 ↓ -0.03   (-0.12 %)
Net Assets (Cr) ₹13,247 on 30 Apr 19
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio -0.46
Information Ratio -0.09
Alpha Ratio -8.62
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 May 14₹10,000
31 May 15₹16,144
31 May 16₹16,333
31 May 17₹22,002
31 May 18₹24,498
31 May 19₹24,623

Motilal Oswal Multicap 35 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for Motilal Oswal Multicap 35 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 19

DurationReturns
1 Month 2.3%
3 Month 0.7%
6 Month 3%
1 Year -1.1%
3 Year 13.6%
5 Year 18%
10 Year
15 Year
Since launch 20.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for Motilal Oswal Multicap 35 Fund
NameSinceTenure
Akash Singhania8 Apr 190.06 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services45.86%
Technology12.22%
Consumer Cyclical10.9%
Energy9.4%
Industrials6.33%
Consumer Defensive6.22%
Health Care5.89%
Asset Allocation
Asset ClassValue
Cash0.55%
Equity99.45%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK
10%₹1,331 Cr5,745,342
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
6%₹850 Cr11,314,855
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 14 | HDFC
6%₹825 Cr4,135,201
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
6%₹813 Cr10,601,268
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 18 | LT
6%₹747 Cr5,540,750
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 18 | TCS
5%₹600 Cr2,652,616
RBL Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | RBLBANK
5%₹598 Cr8,801,839
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 15 | MARUTI
4%₹595 Cr893,048
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
4%₹563 Cr1,817,855
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | 540777
4%₹531 Cr13,130,900

4. Canara Robeco Emerging Equities

To generate capital appreciation by primarily investing in diversified mid cap stocks. However, there can be no assurance that the investment objective of the scheme will be realized.

Canara Robeco Emerging Equities is a Equity - Large & Mid Cap fund was launched on 11 Mar 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.9% since its launch.  Ranked 10 in Large & Mid Cap category. .

Below is the key information for Canara Robeco Emerging Equities

Canara Robeco Emerging Equities
Growth
Launch Date 11 Mar 05
NAV (19 Jun 19) ₹92.91 ↓ -0.39   (-0.42 %)
Net Assets (Cr) ₹4,675 on 30 Apr 19
Category Equity - Large & Mid Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.43
Sharpe Ratio -0.29
Information Ratio 0.42
Alpha Ratio -1.23
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 14₹10,000
31 May 15₹15,279
31 May 16₹15,638
31 May 17₹21,703
31 May 18₹24,339
31 May 19₹24,903

Canara Robeco Emerging Equities SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Canara Robeco Emerging Equities

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 19

DurationReturns
1 Month 2%
3 Month -0.2%
6 Month 3.6%
1 Year 0.9%
3 Year 14.6%
5 Year 17.4%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for Canara Robeco Emerging Equities
NameSinceTenure
Krishna Sanghavi16 Oct 180.37 Yr.
Miyush Gandhi2 Jul 180.66 Yr.

Data below for Canara Robeco Emerging Equities as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services31.91%
Industrials13.87%
Consumer Cyclical13.52%
Basic Materials11.68%
Technology7.33%
Health Care5.21%
Utility4.56%
Consumer Defensive4.44%
Energy3.39%
Communication Services1.15%
Asset Allocation
Asset ClassValue
Cash2.24%
Equity97.76%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹300 Cr7,073,000
↑ 350,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFCBANK
6%₹288 Cr1,189,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 17 | LT
4%₹205 Cr1,319,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
4%₹199 Cr2,462,000
↑ 250,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 17 | RELIANCE
3%₹166 Cr1,245,000
↓ -88,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 18 | SBIN
3%₹164 Cr4,647,000
↑ 652,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | ITC
3%₹154 Cr5,539,000
↑ 738,000
Treps
CBLO/Reverse Repo | -
3%₹152 Cr
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
3%₹145 Cr1,971,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | KOTAKBANK
3%₹144 Cr943,000
↓ -50,000

5. ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund is an Open-ended equity scheme that seeks to generate long-term capital appreciation to unitholders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. However, there can be no assurance that the investment objective of the Scheme will be realized.

ICICI Prudential Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 22 Aug 08. It is a fund with High risk and has given a CAGR/Annualized return of 19.2% since its launch. .

Below is the key information for ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund
Growth
Launch Date 22 Aug 08
NAV (19 Jun 19) ₹66.74 ↓ -0.25   (-0.37 %)
Net Assets (Cr) ₹3,068 on 30 Apr 19
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio 0.31
Information Ratio -0.13
Alpha Ratio -10.31
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 May 14₹10,000
31 May 15₹12,990
31 May 16₹12,855
31 May 17₹19,405
31 May 18₹20,848
31 May 19₹23,924

ICICI Prudential Banking and Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for ICICI Prudential Banking and Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 19

DurationReturns
1 Month 3.6%
3 Month 3.6%
6 Month 9.9%
1 Year 13.4%
3 Year 19.8%
5 Year 17.1%
10 Year
15 Year
Since launch 19.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for ICICI Prudential Banking and Financial Services Fund
NameSinceTenure
Priyanka Khandelwal15 Jun 171.71 Yr.
Roshan Chutkey29 Jan 181.08 Yr.

Data below for ICICI Prudential Banking and Financial Services Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services91.7%
Asset Allocation
Asset ClassValue
Cash14.13%
Equity85.82%
Other0.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | ICICIBANK
13%₹436 Cr10,300,046
↑ 132,690
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
10%₹338 Cr9,577,269
↑ 663,732
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
9%₹289 Cr1,189,734
Bank of Baroda (Financial Services)
Equity, Since 31 May 17 | 532134
7%₹223 Cr16,700,937
↑ 367,179
Treps
CBLO/Reverse Repo | -
7%₹222 Cr
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532978
5%₹181 Cr220,497
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 18 | M&MFIN
4%₹141 Cr3,350,444
↑ 132,061
LIC Housing Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | LICHSGFIN
3%₹114 Cr2,049,132
↑ 303,311
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 14 | 533398
3%₹108 Cr1,662,779
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 532215
3%₹100 Cr1,234,079
↑ 598,326

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.
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