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 (%) 2021 (%) PGIM India Midcap Opportunities Fund Growth ₹44.67
↑ 0.11 ₹5,169 13.8 6 12.6 40.6 19.2 63.8 Kotak Small Cap Fund Growth ₹165.057
↑ 1.05 ₹7,080 8.7 3 11.1 36.7 18 70.9 Nippon India Small Cap Fund Growth ₹87.7909
↑ 0.37 ₹18,358 10.2 5.5 15.2 35.7 18.1 74.3 SBI Small Cap Fund Growth ₹110.297
↑ 0.11 ₹11,646 10.8 8 17.9 31.6 18.9 47.6 DSP BlackRock Small Cap Fund Growth ₹111.114
↑ 0.42 ₹7,958 5.2 3.7 10.4 31.6 13.6 58.9 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.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) UTI Transportation & Logistics Fund Growth ₹155.521
↓ -0.23 ₹1,740 19.5 15 30.5 24.4 6.8 24.3 SBI Consumption Opportunities Fund Growth ₹199.246
↑ 1.03 ₹919 8.5 10.2 25.8 23.7 14.8 35.6 ICICI Prudential FMCG Fund Growth ₹375.63
↑ 1.80 ₹790 12.3 16.2 24.5 17.1 12.8 19.5 ICICI Prudential Infrastructure Fund Growth ₹90.03
↑ 0.57 ₹1,826 8.8 9.9 22.9 23.8 12.6 50.1 Nippon India Consumption Fund Growth ₹126.98
↑ 0.71 ₹195 16.7 15 20.5 27 16 31.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Aug 22
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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 (%) 2021 (%) PGIM India Diversified Equity Fund Growth ₹25.63
↑ 0.11 ₹4,241 8.9 -0.5 0.4 27 15 43.5 Parag Parikh Long Term Equity Fund Growth ₹49.4495
↑ 0.32 ₹22,324 8.8 1 6.7 26.6 18.6 45.5 Mahindra Badhat Yojana Growth ₹20.535
↑ 0.08 ₹1,135 6.5 1.8 7.7 25.6 14.5 50.8 UTI Equity Fund Growth ₹245.881
↑ 1.76 ₹22,657 11.2 0.1 -0.6 22.6 15.1 34 Principal Multi Cap Growth Fund Growth ₹242.184
↑ 1.34 ₹1,671 11.8 2.7 10.7 22.6 13 46.3 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.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2021 (%) Canara Robeco Bluechip Equity Fund Growth ₹41.76
↑ 0.23 ₹6,824 10.4 1.5 4.2 20.2 14 24.5 Axis Bluechip Fund Growth ₹44.94
↑ 0.32 ₹32,322 10.9 0.5 1.6 15.7 13.9 20.6 Kotak Bluechip Fund Growth ₹383.236
↑ 2.14 ₹4,217 11.7 4.1 6.8 19.6 12.8 27.7 ICICI Prudential Bluechip Fund Growth ₹67.99
↑ 0.37 ₹29,981 10.5 3.8 10.6 19 12.6 29.2 Nippon India Large Cap Fund Growth ₹54.0783
↑ 0.35 ₹10,585 13.7 8.4 15.5 19 12.3 32.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Aug 22
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 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 (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. TATA Digital India Fund
CAGR/Annualized return of 19.7% since its launch. Return for 2021 was 74.4% , 2020 was 54.8% and 2019 was 7.5% . 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 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.
Date Value 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 Returns for TATA Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Aug 22 Duration Returns 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
Year Returns 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
Name Since Tenure Meeta Shetty 9 Mar 21 1.4 Yr. Venkat Samala 26 Nov 20 1.68 Yr. Data below for TATA Digital India Fund as on 30 Jun 22
Equity Sector Allocation
Sector Value Technology 78.21% Communication Services 10.07% Industrials 3.82% Consumer Cyclical 0.85% Asset Allocation
Asset Class Value Cash 7.05% Equity 92.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY26% ₹1,392 Cr 9,519,598
↑ 600,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS11% ₹579 Cr 1,773,501
↑ 100,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH8% ₹428 Cr 4,400,373
↑ 875,660 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL7% ₹381 Cr 5,569,200
↑ 1,025,000 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 5327557% ₹374 Cr 3,739,334
↑ 325,000 Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 28 Feb 21 | LTI4% ₹199 Cr 500,010 Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 5076853% ₹186 Cr 4,470,332 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT3% ₹166 Cr 488,947
↓ -13,611 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 5262993% ₹157 Cr 686,549
↓ -136,600 Coforge Ltd (Technology)
Equity, Since 31 Oct 21 | COFORGE3% ₹150 Cr 425,084
↑ 14,600 2. ICICI Prudential Technology Fund
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% . 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.
Date Value 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 Returns for ICICI Prudential Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Aug 22 Duration Returns 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
Year Returns 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
Name Since Tenure Priyanka Khandelwal 8 Jul 20 2.07 Yr. Vaibhav Dusad 2 May 20 2.25 Yr. Data below for ICICI Prudential Technology Fund as on 30 Jun 22
Equity Sector Allocation
Sector Value Technology 76.19% Communication Services 14.65% Industrials 2.04% Consumer Cyclical 0.29% Consumer Defensive 0% Asset Allocation
Asset Class Value Cash 6.78% Equity 93.17% Other 0.05% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY31% ₹2,606 Cr 17,828,927
↑ 74,843 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS9% ₹806 Cr 2,466,698
↑ 491,335 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH9% ₹774 Cr 7,949,388
↓ -4,697 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL8% ₹687 Cr 10,030,186
↑ 1,318,274 Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 5076858% ₹655 Cr 15,747,685
↑ 700,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 5327557% ₹630 Cr 6,303,289
↓ -454,821 Mphasis Ltd (Technology)
Equity, Since 30 Jun 20 | 5262991% ₹119 Cr 520,611
↓ -137,093 Zee Entertainment Enterprises Ltd (Communication Services)
Equity, Since 31 Jan 22 | ZEEL1% ₹111 Cr 5,170,044
↑ 817,008 MindTree Ltd (Technology)
Equity, Since 30 Jun 20 | 5328191% ₹109 Cr 376,021
↓ -7,184 Accenture PLC Class A (Technology)
Equity, Since 28 Feb 21 | ACN1% ₹96 Cr 43,600 3. Aditya Birla Sun Life Digital India Fund
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% . 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.
Date Value 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 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 17 Aug 22 Duration Returns 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
Year Returns 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
Name Since Tenure Kunal Sangoi 15 Jan 14 8.55 Yr. Data below for Aditya Birla Sun Life Digital India Fund as on 30 Jun 22
Equity Sector Allocation
Sector Value Technology 77.61% Communication Services 10.25% Industrials 6.41% Consumer Cyclical 0.8% Asset Allocation
Asset Class Value Cash 4.93% Equity 95.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY25% ₹725 Cr 4,958,401
↑ 148,532 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS10% ₹286 Cr 875,450 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 5327558% ₹243 Cr 2,433,618
↑ 502,456 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH8% ₹236 Cr 2,421,227 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL6% ₹187 Cr 2,734,997
↑ 183,327 MindTree Ltd (Technology)
Equity, Since 30 Nov 20 | 5328194% ₹106 Cr 365,739
↑ 60,211 Wipro Ltd (Technology)
Equity, Since 31 Jan 21 | 5076853% ₹99 Cr 2,370,817
↓ -941,071 Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT3% ₹92 Cr 1,221,725 Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE2% ₹69 Cr 193,774 Mphasis Ltd (Technology)
Equity, Since 29 Feb 20 | 5262992% ₹64 Cr 280,854
↓ -1,995 4. SBI Technology Opportunities Fund
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% . 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.
Date Value 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 Returns for SBI Technology Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Aug 22 Duration Returns 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
Year Returns 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
Name Since Tenure Saurabh Pant 1 Jan 22 0.58 Yr. Mohit Jain 1 Jan 22 0.58 Yr. Data below for SBI Technology Opportunities Fund as on 30 Jun 22
Equity Sector Allocation
Sector Value Technology 70.36% Communication Services 24.26% Industrials 0.99% Asset Allocation
Asset Class Value Cash 4.39% Equity 95.61% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY27% ₹648 Cr 4,430,000
↑ 630,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS13% ₹312 Cr 955,353 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL9% ₹226 Cr 3,300,000 Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT8% ₹189 Cr 92,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH7% ₹165 Cr 1,700,000 Netflix Inc (Communication Services)
Equity, Since 31 Aug 21 | NFLX5% ₹130 Cr 92,000 Wipro Ltd (Technology)
Equity, Since 30 Apr 21 | 5076855% ₹128 Cr 3,080,000 PVR Ltd (Communication Services)
Equity, Since 31 Jan 22 | PVR5% ₹121 Cr 650,000 Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL4% ₹99 Cr 5,600 NVIDIA Corp (Technology)
Equity, Since 30 Apr 21 | NVDA2% ₹58 Cr 47,000 5. Franklin India Technology Fund
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% . 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.
Date Value 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 Returns for Franklin India Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Aug 22 Duration Returns 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
Year Returns 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
Name Since Tenure Anand Radhakrishnan 3 Mar 07 15.42 Yr. Varun Sharma 30 Nov 15 6.67 Yr. Sandeep Manam 18 Oct 21 0.79 Yr. Data below for Franklin India Technology Fund as on 30 Jun 22
Equity Sector Allocation
Sector Value Technology 62.1% Communication Services 16.35% Consumer Cyclical 9.15% Financial Services 3.03% Industrials 2.88% Basic Materials 0.61% Real Estate 0.24% Health Care 0.08% Asset Allocation
Asset Class Value Cash 5.19% Equity 94.53% Other 0.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY17% ₹111 Cr 760,000
↑ 8,535 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS15% ₹98 Cr 300,000
↑ 2,593 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH9% ₹61 Cr 630,000
↑ 2,826 Franklin Technology I Acc USD
Investment Fund | -8% ₹54 Cr 166,810
↑ 43,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL6% ₹41 Cr 600,000 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI4% ₹28 Cr 74,000
↑ 301 Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 5327554% ₹27 Cr 269,174
↑ 60,594 Cyient Ltd (Industrials)
Equity, Since 31 Dec 06 | CYIENT3% ₹19 Cr 250,000
↑ 13,916 MakeMyTrip Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | MMYT3% ₹17 Cr 82,135 PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 5433902% ₹14 Cr 247,000
↑ 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?
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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