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Fincash » Mutual Funds » Best High Risk Mutual Funds

Top 5 Best High Risk Mutual Funds in India

Updated on October 13, 2021 , 6103 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 (%)2020 (%)
PGIM India Midcap Opportunities Fund Growth ₹44.62
↑ 0.45
₹2,70918.543.396.137.920.848.4
Kotak Small Cap Fund Growth ₹168.683
↑ 1.07
₹5,64215.841.9111.436.321.234.2
ICICI Prudential Smallcap Fund Growth ₹52.63
↑ 0.11
₹2,96112.246.8102.13318.222.8
Nippon India Small Cap Fund Growth ₹85.8403
↑ 0.29
₹16,63313.845107.430.322.529.2
Axis Mid Cap Fund Growth ₹73.2
↑ 0.87
₹14,8041736.67230.321.826
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.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
ICICI Prudential Infrastructure Fund Growth ₹84.36
↑ 0.78
₹1,63218.441.1113.622.415.43.6
IDFC Infrastructure Fund Growth ₹24.52
↑ 0.21
₹6559.135108.519.914.46.3
DSP BlackRock Natural Resources and New Energy Fund Growth ₹56.725
↑ 0.67
₹73510.727.2102.721.317.211.5
Aditya Birla Sun Life Infrastructure Fund Growth ₹51.74
↑ 0.15
₹53710.933.2102.120.612.512.3
HDFC Infrastructure Fund Growth ₹21.359
↑ 0.16
₹58512.139.397.412.75.1-7.5
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.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
PGIM India Diversified Equity Fund Growth ₹27.62
↑ 0.18
₹2,03114.335.572.531.720.235.9
Parag Parikh Long Term Equity Fund Growth ₹51.7834
↑ 0.54
₹14,5901533.159.430.622.432.3
Mahindra Badhat Yojana Growth ₹21.7074
↑ 0.23
₹72117.841.784.830.4 16.6
UTI Equity Fund Growth ₹278.285
↑ 2.26
₹22,59217.232.969.628.420.431.5
Baroda Pioneer Multi Cap Fund Growth ₹182.79
↑ 1.82
₹1,11621.24280.926.916.619.5
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.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Axis Bluechip Fund Growth ₹49
↑ 0.45
₹32,21315.828.251.824.219.319.7
Canara Robeco Bluechip Equity Fund Growth ₹43.57
↑ 0.30
₹4,27213.625.751.924.71823.1
ICICI Prudential Bluechip Fund Growth ₹67.44
↑ 0.71
₹30,0891527.858.620.116.113.5
Kotak Bluechip Fund Growth ₹394.857
↑ 3.12
₹3,23314.527.954.723.31616.4
BNP Paribas Large Cap Fund Growth ₹146.73
↑ 1.13
₹1,21214.626.25022.915.816.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Oct 21

1. 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 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% .

Below is the key information for ICICI Prudential Technology Fund

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.

DateValue
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

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 ₹689,048.
Net Profit of ₹389,048
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 14 Oct 21

DurationReturns
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
YearReturns
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
NameSinceTenure
Sankaran Naren14 Jul 174.14 Yr.
Priyanka Khandelwal8 Jul 201.15 Yr.
Vaibhav Dusad2 May 201.33 Yr.

Data below for ICICI Prudential Technology Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Technology74.55%
Communication Services9.86%
Industrials6.37%
Consumer Cyclical0.78%
Consumer Defensive0.48%
Asset Allocation
Asset ClassValue
Cash7.96%
Equity92.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
17%₹868 Cr5,087,218
↓ -60,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
10%₹519 Cr1,371,982
↑ 517,098
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
10%₹492 Cr3,400,103
↑ 431,405
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
10%₹491 Cr4,150,167
↑ 984,360
Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT
4%₹224 Cr672,793
↑ 20,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
4%₹214 Cr3,219,821
↑ 2,125,000
Cyient Ltd (Industrials)
Equity, Since 30 Jun 18 | CYIENT
3%₹160 Cr1,636,094
↑ 357,636
Coforge Ltd (Technology)
Equity, Since 31 Jul 20 | 532541
3%₹149 Cr286,929
↑ 94,335
eClerx Services Ltd (Technology)
Equity, Since 31 Aug 20 | 532927
2%₹125 Cr552,260
↑ 128,334
Indian Railway Catering And Tourism Corp Ltd (Industrials)
Equity, Since 31 Dec 20 | 542830
2%₹122 Cr444,609
↓ -46,000

2. 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 26.2% since its launch.  Return for 2020 was 54.8% , 2019 was 7.5% and 2018 was 24.9% .

Below is the key information for TATA Digital India Fund

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 Not Rated
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.

DateValue
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

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 ₹673,113.
Net Profit of ₹373,113
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 14 Oct 21

DurationReturns
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
YearReturns
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
NameSinceTenure
Meeta Shetty20 Apr 201.37 Yr.
Venkat Samala26 Nov 200.76 Yr.

Data below for TATA Digital India Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Technology79.01%
Industrials7.93%
Communication Services7.68%
Consumer Cyclical2.07%
Asset Allocation
Asset ClassValue
Cash3.31%
Equity96.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
17%₹462 Cr2,705,000
↑ 400,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
16%₹433 Cr1,143,126
↑ 300,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
10%₹263 Cr2,224,713
↑ 160,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
9%₹242 Cr1,675,000
↑ 400,000
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299
4%₹117 Cr405,000
↑ 192,000
Indian Railway Catering And Tourism Corp Ltd (Industrials)
Equity, Since 31 Dec 20 | 542830
4%₹111 Cr403,816
↑ 65,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
4%₹101 Cr303,963
L&T Technology Services Ltd (Technology)
Equity, Since 31 May 18 | LTTS
3%₹93 Cr238,500
↑ 75,000
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 28 Feb 21 | 540005
3%₹87 Cr163,331
Cyient Ltd (Industrials)
Equity, Since 28 Feb 21 | CYIENT
3%₹82 Cr834,339
↑ 101,000

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 12.8% since its launch.  Ranked 33 in Sectoral category.  Return for 2020 was 59% , 2019 was 9.6% and 2018 was 15.6% .

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 (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.

DateValue
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

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 ₹657,502.
Net Profit of ₹357,502
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 14 Oct 21

DurationReturns
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
YearReturns
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
NameSinceTenure
Kunal Sangoi15 Jan 147.63 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Technology73.41%
Communication Services14.67%
Industrials7.13%
Consumer Cyclical0.75%
Asset Allocation
Asset ClassValue
Cash4.03%
Equity95.97%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
17%₹394 Cr2,310,259
↑ 75,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
12%₹279 Cr737,487
↑ 168,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH
10%₹220 Cr1,863,931
↑ 20,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
9%₹207 Cr1,429,943
↓ -40,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
7%₹150 Cr2,251,670
↑ 725,000
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
4%₹91 Cr930,651
↑ 29,472
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹80 Cr239,326
↑ 8,000
Just Dial Ltd (Communication Services)
Equity, Since 30 Sep 19 | 535648
3%₹72 Cr758,953
↑ 100,000
Wipro Ltd (Technology)
Equity, Since 31 Jan 21 | 507685
3%₹63 Cr989,307
↑ 200,000
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Aug 20 | 532809
2%₹54 Cr3,005,109
↑ 400,000

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 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% .

Below is the key information for SBI Technology Opportunities Fund

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.

DateValue
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

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 ₹598,181.
Net Profit of ₹298,181
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 14 Oct 21

DurationReturns
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
YearReturns
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
NameSinceTenure
Anup Upadhyay1 Jun 1110.26 Yr.

Data below for SBI Technology Opportunities Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Technology73.3%
Communication Services17.04%
Industrials2.42%
Consumer Cyclical2.41%
Asset Allocation
Asset ClassValue
Cash4.83%
Equity95.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
23%₹342 Cr2,004,200
↑ 212,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH
9%₹134 Cr1,132,474
↑ 64,500
Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 15 | 532755
9%₹132 Cr909,735
↑ 98,800
Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL
9%₹129 Cr6,075
↑ 1,100
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
5%₹75 Cr1,130,130
↑ 457,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
5%₹72 Cr191,411
Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT
5%₹67 Cr30,390
↑ 15,700
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 May 20 | 540005
4%₹55 Cr103,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Aug 20 | PERSISTENT
3%₹48 Cr144,100
Netflix Inc (Communication Services)
Equity, Since 31 Aug 21 | NFLX
2%₹36 Cr8,800
↑ 8,800

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 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% .

Below is the key information for Franklin India Technology Fund

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.

DateValue
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

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 ₹570,326.
Net Profit of ₹270,326
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 14 Oct 21

DurationReturns
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
YearReturns
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
NameSinceTenure
Anand Radhakrishnan3 Mar 0714.51 Yr.
Varun Sharma30 Nov 155.76 Yr.
Mayank Bukrediwala24 Aug 201.02 Yr.

Data below for Franklin India Technology Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Technology63.94%
Communication Services16.2%
Consumer Cyclical6.9%
Industrials2.79%
Financial Services0.67%
Real Estate0.2%
Health Care0.11%
Consumer Defensive0.01%
Asset Allocation
Asset ClassValue
Cash8.75%
Equity90.96%
Other0.29%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
19%₹133 Cr778,984
↓ -166,663
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
11%₹79 Cr209,047
↑ 33,047
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
10%₹69 Cr580,000
↑ 10,000
Franklin Technology I Acc USD
Investment Fund | -
8%₹58 Cr116,868
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI
6%₹45 Cr73,229
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
6%₹40 Cr600,000
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
5%₹35 Cr239,424
↓ -80,576
Cyient Ltd (Industrials)
Equity, Since 31 Dec 06 | CYIENT
3%₹20 Cr200,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
3%₹18 Cr1,322,618
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 30 Apr 19 | 540005
2%₹16 Cr31,000

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?

  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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