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10 Best Performing Sectoral Funds 2024 | Fincash.com

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Top 10 Best Performing Sectoral Mutual Funds 2024

Updated on February 28, 2024 , 119710 views

In the world of Investing, there are investors who firmly believe in ‘High-risk High-return’ investments. And for such high-risk takers, Mutual Funds have something on hold – Sector Funds!

sector-funds

Sector Mutual funds invest in a particular sector as defined by their investment objective. Some of the sectors like infra, pharma, banking have been consistently growing and have a positive outlook for the future. Though such Mutual Funds can double or trouble your money, investors with a high-risk appetite can invest in sector funds.

In this article, you will get some detailed insights about sector funds along with best sector mutual funds to invest in 2024.

Why to Invest in Sector Mutual Funds?

A sector fund is a type of Mutual Fund that invests in securities of specific sectors of the Economy, such as banking, telecom, FMCG, pharmaceutical, Information Technology (IT), and infrastructure. In other words, sector funds narrow down your invested wealth only to the specific Industry or sector. For instance, a banking sector fund can invest in banks and a pharma fund can invest only in stocks of pharma companies. The fund managers of these funds invest money into shares of companies which are doing well in the Market. The overall objective of such investment is to invest in those sectors which have a high growth potential in the near future.

These fund can really end up making a huge profit, if the timing of investment is accurate. One should know when to enter and exit the fund. Investors should invest in areas of the market where they are confident about or see growth in the future. The main idea is to tap-in on the growth of a particular industry and sector. The other advantage of sector funds is its ability to protect you from individual firm-specific risk. Rather than buying individual stocks, investing in sector funds would ensure that a company’s bad performance wouldn’t affect your Portfolio.

But, before you invest in a sector mutual fund, you should be confident on why you believe that sector is likely to perform well in the near future.

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Smart Tips to Investing in Best Sector Mutual Funds

Here are some of the things that you need to know before investing in sector funds:

1. Mutual Fund Objective

One should always understand the objective of the Mutual Fund scheme appropriately. For example, some sector mutual funds invest only up to 65 percent of the portfolio in the stated sector. This can dilute your exposure to a sector and shall not provide the yield as expected by you.

2. Timing the Market

As they say, to grow wealth in the stock market, “Time in the market is more important than timing the market.” But, when it comes to making money in the sector mutual funds, one needs to learn to time the market, especially, in the cyclical sectors like cement, Bank, steel, etc. For instance, banking stocks tend to perform well when the interest rates are low or are expected to fall. And they Underperform when the interest rates are rising. So, in order to gain good returns in a banking fund, one needs to be at the right turn of the interest rate cycle.

Ideally, an investor should take the SIP route to build an exposure to such funds, but one must close the SIPs and exit position in the sector mutual funds when the sector fundamentals begin to fade or sink.

Unlike Diversified Funds, sector mutual funds are less diversified, thus the exposure of risk is comparatively high. The disadvantage around sector funds is the higher rate of Volatility. This is due to its nature of the investment. An investor would gain excessive returns when the market is moving in an upward direction and would suffer a tremendous loss when the market of that particular sector is deteriorating.

3. Know when to Exit

Compared to diversified mutual funds, a sector mutual fund should not be held in the portfolio for a very long time. Ideally, when a sector is expected to do well, one must buy such a fund and exit the fund when it starts going out of the favor. As these funds are mostly cyclical, their tenure is generally 3-5 years. Thus, investors should spend some good amount of time to know when to exit such funds.

4. Limited Exposure

Investors investing in sector funds should understand that the fund manager is restricted in his investment options and will have to continue investing in a particular sector even if that sector is not performing well in the market. Whereas, in equity diversified funds, a fund manager is not bound to any such restriction.

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Top & Best Sector Mutual Funds To Invest In FY 24 - 25

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Sundaram Rural and Consumption Fund Growth ₹81.1543
↑ 0.51
₹1,3642.911.135.417.615.430.2
Franklin Build India Fund Growth ₹122.173
↑ 2.20
₹2,03520.135.271.733.325.751.1
DSP BlackRock Natural Resources and New Energy Fund Growth ₹79.765
↑ 0.51
₹91116.827.343.224.121.431.2
IDFC Infrastructure Fund Growth ₹42.721
↑ 0.58
₹9652132.872.632.725.850.3
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹50.8
↑ 0.82
₹3,0854.57.429.313.71421.7
Kotak Infrastructure & Economic Reform Fund Growth ₹55.796
↑ 0.74
₹1,47715.720.94630.724.737.3
SBI Magnum COMMA Fund Growth ₹92.671
↑ 2.14
₹56111.6224319.822.332.3
SBI Consumption Opportunities Fund Growth ₹269.622
↑ 1.80
₹2,0014.911.333.424.119.229.9
Mirae Asset Great Consumer Fund Growth ₹78.827
↑ 0.47
₹3,0944.813.439.121.51932.9
Nippon India Power and Infra Fund Growth ₹307.184
↑ 3.57
₹3,88521.836.377.735.927.658
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Mar 24

*List of Best Sectorial Mutual Funds having AUM/Net Assets > 100 Crore.

1. Sundaram Rural and Consumption Fund

(Erstwhile Sundaram Rural India Fund)

The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity & equity related instruments of companies that are focusing on Rural India.

Sundaram Rural and Consumption Fund is a Equity - Sectoral fund was launched on 12 May 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.5% since its launch.  Ranked 2 in Sectoral category.  Return for 2023 was 30.2% , 2022 was 9.3% and 2021 was 19.3% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (01 Mar 24) ₹81.1543 ↑ 0.51   (0.63 %)
Net Assets (Cr) ₹1,364 on 31 Jan 24
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.27
Sharpe Ratio 2.22
Information Ratio 0.02
Alpha Ratio 7.31
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,932
28 Feb 21₹12,515
28 Feb 22₹14,219
28 Feb 23₹15,227
29 Feb 24₹20,617

Sundaram Rural and Consumption Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Sundaram Rural and Consumption Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Mar 24

DurationReturns
1 Month 1.7%
3 Month 2.9%
6 Month 11.1%
1 Year 35.4%
3 Year 17.6%
5 Year 15.4%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.2%
2022 9.3%
2021 19.3%
2020 13.5%
2019 2.7%
2018 -7.8%
2017 38.7%
2016 21.1%
2015 6.3%
2014 47.4%
Fund Manager information for Sundaram Rural and Consumption Fund
NameSinceTenure
Ratish Varier1 Jan 222.08 Yr.
Ashish Aggarwal1 Jan 222.08 Yr.

Data below for Sundaram Rural and Consumption Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Consumer Cyclical40.24%
Consumer Defensive32.79%
Communication Services10.97%
Basic Materials4.67%
Health Care2.78%
Financial Services2.32%
Real Estate1.69%
Technology0.72%
Industrials0.08%
Asset Allocation
Asset ClassValue
Cash3.75%
Equity96.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
8%₹113 Cr2,449,660
↑ 200,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR
7%₹99 Cr371,782
Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN
7%₹94 Cr255,389
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL
7%₹93 Cr901,929
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
7%₹91 Cr2,570,913
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
5%₹71 Cr407,736
↓ -44,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
5%₹66 Cr63,703
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | MCDOWELL-N
4%₹56 Cr499,998
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 523025
3%₹48 Cr246,492
Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Jun 16 | NESTLEIND
3%₹45 Cr16,917
↓ -2,500

2. Franklin Build India Fund

The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities.

Franklin Build India Fund is a Equity - Sectoral fund was launched on 4 Sep 09. It is a fund with High risk and has given a CAGR/Annualized return of 18.7% since its launch.  Ranked 4 in Sectoral category.  Return for 2023 was 51.1% , 2022 was 11.2% and 2021 was 45.9% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (01 Mar 24) ₹122.173 ↑ 2.20   (1.83 %)
Net Assets (Cr) ₹2,035 on 31 Jan 24
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.29
Sharpe Ratio 3.16
Information Ratio 0
Alpha Ratio 0
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
28 Feb 19₹10,000
29 Feb 20₹9,954
28 Feb 21₹13,237
28 Feb 22₹16,015
28 Feb 23₹18,267
29 Feb 24₹31,368

Franklin Build 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 ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for Franklin Build 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 1 Mar 24

DurationReturns
1 Month 3.7%
3 Month 20.1%
6 Month 35.2%
1 Year 71.7%
3 Year 33.3%
5 Year 25.7%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 51.1%
2022 11.2%
2021 45.9%
2020 5.4%
2019 6%
2018 -10.7%
2017 43.3%
2016 8.4%
2015 2.1%
2014 93.8%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Ajay Argal18 Oct 212.29 Yr.
Kiran Sebastian7 Feb 221.98 Yr.
Sandeep Manam18 Oct 212.29 Yr.

Data below for Franklin Build India Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials41.34%
Utility14.52%
Financial Services12.95%
Energy8.51%
Basic Materials6.03%
Consumer Cyclical4.77%
Communication Services3.9%
Real Estate2.68%
Asset Allocation
Asset ClassValue
Cash5.3%
Equity94.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
10%₹181 Cr513,211
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | NTPC
8%₹143 Cr4,600,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 500312
5%₹98 Cr4,800,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898
5%₹97 Cr4,100,000
↑ 233,334
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
4%₹80 Cr800,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
4%₹75 Cr229,407
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 21 | KIRLOSENG
4%₹73 Cr1,119,847
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
4%₹73 Cr710,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Mar 22 | MCX
3%₹64 Cr200,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
3%₹62 Cr238,000
↑ 20,000

3. DSP BlackRock Natural Resources and New Energy Fund

To seek to generate capital appreciation and provide long term growth opportunities by investing in equity and equity related securities of companies domiciled in India whose predominant economic activity is in the (a) discovery, development, production, or distribution of natural resources, viz., energy, mining etc; (b) alternative energy and energy technology sectors, with emphasis given to renewable energy, automotive and on-site power generation, energy storage and enabling energy technologies. also invest a certain portion of its corpus in the equity and equity related securities of companies domiciled overseas, which are principally engaged in the discovery, development, production or distribution of natural resources and alternative energy and/or the units shares of Merrill Lynch international Investment Funds New Energy Fund, Merrill Lynch International Investment Funds World Energy Fund and similar other overseas mutual fund schemes.

DSP BlackRock Natural Resources and New Energy Fund is a Equity - Sectoral fund was launched on 25 Apr 08. It is a fund with High risk and has given a CAGR/Annualized return of 14% since its launch.  Ranked 2 in Sectoral category.  Return for 2023 was 31.2% , 2022 was 9.8% and 2021 was 42.8% .

Below is the key information for DSP BlackRock Natural Resources and New Energy Fund

DSP BlackRock Natural Resources and New Energy Fund
Growth
Launch Date 25 Apr 08
NAV (29 Feb 24) ₹79.765 ↑ 0.51   (0.65 %)
Net Assets (Cr) ₹911 on 31 Jan 24
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.14
Sharpe Ratio 1.5
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹8,838
28 Feb 21₹13,822
28 Feb 22₹17,889
28 Feb 23₹18,432
29 Feb 24₹26,395

DSP BlackRock Natural Resources and New Energy 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 DSP BlackRock Natural Resources and New Energy Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Mar 24

DurationReturns
1 Month 2.3%
3 Month 16.8%
6 Month 27.3%
1 Year 43.2%
3 Year 24.1%
5 Year 21.4%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.2%
2022 9.8%
2021 42.8%
2020 11.5%
2019 4.4%
2018 -15.3%
2017 43.1%
2016 43.1%
2015 -1.7%
2014 46.8%
Fund Manager information for DSP BlackRock Natural Resources and New Energy Fund
NameSinceTenure
Rohit Singhania1 Jul 1211.59 Yr.
Jay Kothari1 Mar 1310.93 Yr.

Data below for DSP BlackRock Natural Resources and New Energy Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Basic Materials40.04%
Energy34.58%
Utility11.36%
Technology2.55%
Industrials2.29%
Consumer Defensive0.08%
Asset Allocation
Asset ClassValue
Cash9.08%
Equity90.91%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Oct 15 | HINDALCO
11%₹93 Cr1,519,608
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
9%₹74 Cr1,974,770
BGF World Energy I2
Investment Fund | -
8%₹68 Cr297,196
BGF Sustainable Energy I2
Investment Fund | -
8%₹68 Cr413,047
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 16 | TATASTEEL
7%₹65 Cr4,623,621
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 20 | JINDALSTEL
7%₹62 Cr829,983
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 08 | RELIANCE
5%₹46 Cr179,041
GAIL (India) Ltd (Utilities)
Equity, Since 31 Aug 20 | GAIL
5%₹42 Cr2,591,859
↑ 288,197
NMDC Ltd (Basic Materials)
Equity, Since 30 Sep 18 | NMDC
4%₹37 Cr1,749,728
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 500312
4%₹36 Cr1,758,240
↓ -101,150

4. IDFC Infrastructure Fund

The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. However, there can be no assurance that the investment objective of the scheme will be realized.

IDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 8 Mar 11. It is a fund with High risk and has given a CAGR/Annualized return of 11.7% since its launch.  Ranked 1 in Sectoral category.  Return for 2023 was 50.3% , 2022 was 1.7% and 2021 was 64.8% .

Below is the key information for IDFC Infrastructure Fund

IDFC Infrastructure Fund
Growth
Launch Date 8 Mar 11
NAV (01 Mar 24) ₹42.721 ↑ 0.58   (1.38 %)
Net Assets (Cr) ₹965 on 31 Jan 24
Category Equity - Sectoral
AMC IDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.44
Sharpe Ratio 3.34
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹9,597
28 Feb 21₹13,458
28 Feb 22₹16,871
28 Feb 23₹18,229
29 Feb 24₹31,471

IDFC Infrastructure 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 IDFC Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Mar 24

DurationReturns
1 Month 3.4%
3 Month 21%
6 Month 32.8%
1 Year 72.6%
3 Year 32.7%
5 Year 25.8%
10 Year
15 Year
Since launch 11.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 50.3%
2022 1.7%
2021 64.8%
2020 6.3%
2019 -5.3%
2018 -25.9%
2017 58.7%
2016 10.7%
2015 -0.2%
2014 43.2%
Fund Manager information for IDFC Infrastructure Fund
NameSinceTenure
Vishal Biraia24 Jan 240.02 Yr.
Ritika Behera7 Oct 230.32 Yr.

Data below for IDFC Infrastructure Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials62.64%
Basic Materials16.38%
Utility11.61%
Consumer Cyclical3.17%
Communication Services2.61%
Technology2.03%
Financial Services0.49%
Asset Allocation
Asset ClassValue
Cash1.07%
Equity98.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
10%₹84 Cr239,119
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO
6%₹54 Cr51,787
↓ -2,072
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL
6%₹49 Cr2,664,600
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS
5%₹41 Cr466,186
Torrent Power Ltd (Utilities)
Equity, Since 31 Mar 18 | TORNTPOWER
5%₹41 Cr442,900
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 17 | JKCEMENT
4%₹37 Cr96,880
Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 30 Apr 15 | AHLUCONT
4%₹33 Cr431,238
ABB India Ltd (Industrials)
Equity, Since 31 Jul 21 | ABB
3%₹29 Cr61,529
↓ -23,093
ITD Cementation India Ltd (Industrials)
Equity, Since 30 Jun 15 | ITDCEM
3%₹28 Cr971,704
↓ -90,016
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JINDALSTEL
3%₹27 Cr366,666

5. Aditya Birla Sun Life Banking And Financial Services Fund

The primary investment objective of the Scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Aditya Birla Sun Life Banking And Financial Services Fund is a Equity - Sectoral fund was launched on 14 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 17.1% since its launch.  Ranked 3 in Sectoral category.  Return for 2023 was 21.7% , 2022 was 11.5% and 2021 was 16.8% .

Below is the key information for Aditya Birla Sun Life Banking And Financial Services Fund

Aditya Birla Sun Life Banking And Financial Services Fund
Growth
Launch Date 14 Dec 13
NAV (01 Mar 24) ₹50.8 ↑ 0.82   (1.64 %)
Net Assets (Cr) ₹3,085 on 31 Jan 24
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.13
Sharpe Ratio 1.52
Information Ratio 0.93
Alpha Ratio 12.37
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
28 Feb 19₹10,000
29 Feb 20₹11,163
28 Feb 21₹13,100
28 Feb 22₹13,974
28 Feb 23₹14,879
29 Feb 24₹19,245

Aditya Birla Sun Life 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 ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Aditya Birla Sun Life 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 1 Mar 24

DurationReturns
1 Month -0.4%
3 Month 4.5%
6 Month 7.4%
1 Year 29.3%
3 Year 13.7%
5 Year 14%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 21.7%
2022 11.5%
2021 16.8%
2020 1.1%
2019 14.9%
2018 -2.4%
2017 47.6%
2016 15.7%
2015 -0.5%
2014 65.8%
Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
NameSinceTenure
Dhaval Gala26 Aug 158.44 Yr.
Dhaval Joshi21 Nov 221.2 Yr.

Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Financial Services93.06%
Technology2.54%
Asset Allocation
Asset ClassValue
Cash2.42%
Equity97.58%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK
18%₹536 Cr3,136,948
↑ 100,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK
16%₹488 Cr4,893,129
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | AXISBANK
6%₹187 Cr1,699,645
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE
6%₹186 Cr253,725
State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN
5%₹151 Cr2,351,492
Poonawalla Fincorp Ltd (Financial Services)
Equity, Since 31 May 21 | POONAWALLA
3%₹105 Cr2,422,221
↓ -700,000
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN
3%₹85 Cr414,830
↑ 133,503
Repco Home Finance Ltd (Financial Services)
Equity, Since 31 Dec 13 | REPCOHOME
3%₹82 Cr2,095,955
↓ -28,598
Bank of India (Financial Services)
Equity, Since 31 Dec 22 | BANKINDIA
2%₹73 Cr6,444,660
↓ -551,653
Computer Age Management Services Ltd Ordinary Shares (Technology)
Equity, Since 31 Dec 23 | CAMS
2%₹72 Cr270,899
↑ 270,899

6. Kotak Infrastructure & Economic Reform Fund

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly (at least 65%) equity and equity-related securities of companies involved in economic development of India as a result of potential investments in infrastructure and unfolding economic reforms.

Kotak Infrastructure & Economic Reform Fund is a Equity - Sectoral fund was launched on 25 Feb 08. It is a fund with High risk and has given a CAGR/Annualized return of 11.2% since its launch.  Ranked 6 in Sectoral category.  Return for 2023 was 37.3% , 2022 was 15.6% and 2021 was 57.3% .

Below is the key information for Kotak Infrastructure & Economic Reform Fund

Kotak Infrastructure & Economic Reform Fund
Growth
Launch Date 25 Feb 08
NAV (01 Mar 24) ₹55.796 ↑ 0.74   (1.34 %)
Net Assets (Cr) ₹1,477 on 31 Jan 24
Category Equity - Sectoral
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.12
Sharpe Ratio 3.17
Information Ratio 0.78
Alpha Ratio 10.01
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
28 Feb 19₹10,000
29 Feb 20₹10,461
28 Feb 21₹13,527
28 Feb 22₹16,851
28 Feb 23₹20,679
29 Feb 24₹30,183

Kotak Infrastructure & Economic Reform Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for Kotak Infrastructure & Economic Reform Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Mar 24

DurationReturns
1 Month 1.6%
3 Month 15.7%
6 Month 20.9%
1 Year 46%
3 Year 30.7%
5 Year 24.7%
10 Year
15 Year
Since launch 11.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 37.3%
2022 15.6%
2021 57.3%
2020 3.4%
2019 3.6%
2018 -19.6%
2017 45.3%
2016 9.2%
2015 -0.2%
2014 80.7%
Fund Manager information for Kotak Infrastructure & Economic Reform Fund
NameSinceTenure
Arjun Khanna1 Mar 221.92 Yr.
Nalin Bhatt1 Oct 230.34 Yr.

Data below for Kotak Infrastructure & Economic Reform Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials46.63%
Basic Materials13.9%
Consumer Cyclical12.63%
Utility11.68%
Communication Services4.26%
Energy3.42%
Real Estate2.48%
Financial Services0.1%
Asset Allocation
Asset ClassValue
Cash3.69%
Equity96.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT
5%₹75 Cr212,096
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 15 | ULTRACEMCO
4%₹60 Cr57,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL
4%₹56 Cr545,000
Container Corporation of India Ltd (Industrials)
Equity, Since 30 Sep 12 | CONCOR
4%₹53 Cr620,000
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Oct 15 | SOLARINDS
4%₹48 Cr72,000
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 11 | SHREECEM
3%₹44 Cr15,500
AIA Engineering Ltd (Industrials)
Equity, Since 31 Jul 09 | AIAENG
3%₹42 Cr114,000
NTPC Ltd (Utilities)
Equity, Since 31 Aug 16 | NTPC
3%₹40 Cr1,300,000
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Aug 17 | KPIL
3%₹39 Cr552,500
Bosch Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | BOSCHLTD
3%₹39 Cr17,500

7. SBI Magnum COMMA Fund

To generate opportunities for growth along with possibility of consistent returns by investing predominantly in a portfolio of stocks of companies engaged in the commodity business within the following sectors - Oil & Gas, Metals, Materials & Agriculture and in debt & money market instruments.

SBI Magnum COMMA Fund is a Equity - Sectoral fund was launched on 8 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 12.6% since its launch.  Ranked 9 in Sectoral category.  Return for 2023 was 32.3% , 2022 was -6.6% and 2021 was 52% .

Below is the key information for SBI Magnum COMMA Fund

SBI Magnum COMMA Fund
Growth
Launch Date 8 Aug 05
NAV (01 Mar 24) ₹92.671 ↑ 2.14   (2.37 %)
Net Assets (Cr) ₹561 on 31 Jan 24
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 1.79
Information Ratio -0.54
Alpha Ratio 4.65
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
28 Feb 19₹10,000
29 Feb 20₹10,818
28 Feb 21₹15,935
28 Feb 22₹21,319
28 Feb 23₹19,164
29 Feb 24₹27,400

SBI Magnum COMMA Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for SBI Magnum COMMA Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Mar 24

DurationReturns
1 Month -1.5%
3 Month 11.6%
6 Month 22%
1 Year 43%
3 Year 19.8%
5 Year 22.3%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.3%
2022 -6.6%
2021 52%
2020 23.9%
2019 11.8%
2018 -18.7%
2017 39.2%
2016 32.3%
2015 -6.1%
2014 31.5%
Fund Manager information for SBI Magnum COMMA Fund
NameSinceTenure
Richard D'souza1 Aug 149.51 Yr.
Mohit Jain30 Nov 176.18 Yr.

Data below for SBI Magnum COMMA Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Basic Materials52.85%
Energy19.16%
Utility7.28%
Consumer Cyclical6.32%
Industrials5.24%
Consumer Defensive5.04%
Asset Allocation
Asset ClassValue
Cash4.11%
Equity95.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 31 Mar 20 | NTPC
7%₹39 Cr1,253,717
Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 11 | TATASTEEL
7%₹39 Cr2,776,000
Hindustan Copper Ltd (Basic Materials)
Equity, Since 30 Apr 21 | HINDCOPPER
7%₹38 Cr1,403,400
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 18 | ULTRACEMCO
7%₹36 Cr34,000
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
6%₹35 Cr930,000
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | KPRMILL
6%₹34 Cr415,992
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Nov 23 | HINDPETRO
5%₹29 Cr725,000
Antony Waste Handling Cell Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jan 21 | AWHCL
5%₹28 Cr587,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE
5%₹28 Cr107,366
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | CCL
5%₹27 Cr425,000

8. SBI Consumption Opportunities Fund

(Erstwhile SBI FMCG Fund)

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

SBI Consumption Opportunities Fund is a Equity - Sectoral fund was launched on 2 Jan 13. It is a fund with High risk and has given a CAGR/Annualized return of 16.2% since its launch.  Ranked 11 in Sectoral category.  Return for 2023 was 29.9% , 2022 was 13.9% and 2021 was 35.6% .

Below is the key information for SBI Consumption Opportunities Fund

SBI Consumption Opportunities Fund
Growth
Launch Date 2 Jan 13
NAV (01 Mar 24) ₹269.622 ↑ 1.80   (0.67 %)
Net Assets (Cr) ₹2,001 on 31 Jan 24
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio 2.29
Information Ratio 0.66
Alpha Ratio 6.72
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
28 Feb 19₹10,000
29 Feb 20₹10,427
28 Feb 21₹12,603
28 Feb 22₹15,834
28 Feb 23₹18,054
29 Feb 24₹24,090

SBI Consumption 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 ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for SBI Consumption 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 1 Mar 24

DurationReturns
1 Month -1.3%
3 Month 4.9%
6 Month 11.3%
1 Year 33.4%
3 Year 24.1%
5 Year 19.2%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 29.9%
2022 13.9%
2021 35.6%
2020 13.9%
2019 0.1%
2018 -2%
2017 53.1%
2016 2.4%
2015 5.3%
2014 30.9%
Fund Manager information for SBI Consumption Opportunities Fund
NameSinceTenure
Saurabh Pant1 Jun 1112.68 Yr.
Mohit Jain30 Nov 176.18 Yr.

Data below for SBI Consumption Opportunities Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Consumer Cyclical42.42%
Consumer Defensive35.72%
Industrials13.24%
Communication Services4.56%
Asset Allocation
Asset ClassValue
Cash4.05%
Equity95.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
6%₹117 Cr2,540,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 22 | HINDUNILVR
5%₹94 Cr353,000
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | SFL
4%₹78 Cr630,464
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | BAJAJ-AUTO
4%₹75 Cr110,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | JUBLFOOD
4%₹73 Cr1,300,000
Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET
4%₹72 Cr1,040,728
↓ -59,272
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | HEROMOTOCO
4%₹68 Cr165,000
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 30 Apr 21 | PGHH
3%₹66 Cr38,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Jan 23 | MCDOWELL-N
3%₹63 Cr560,000
United Breweries Ltd (Consumer Defensive)
Equity, Since 31 May 21 | UBL
3%₹55 Cr308,000

9. Mirae Asset Great Consumer Fund

The investment objective of the scheme is to generate long term capital appreciation by investing in a portfolio of companies/funds that are likely to benefit either directly or indirectly from consumption led demand in India. The Scheme does not guarantee or assure any returns

Mirae Asset Great Consumer Fund is a Equity - Sectoral fund was launched on 29 Mar 11. It is a fund with High risk and has given a CAGR/Annualized return of 17.3% since its launch.  Ranked 7 in Sectoral category.  Return for 2023 was 32.9% , 2022 was 7.2% and 2021 was 33% .

Below is the key information for Mirae Asset Great Consumer Fund

Mirae Asset Great Consumer Fund
Growth
Launch Date 29 Mar 11
NAV (01 Mar 24) ₹78.827 ↑ 0.47   (0.60 %)
Net Assets (Cr) ₹3,094 on 31 Jan 24
Category Equity - Sectoral
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk High
Expense Ratio 1.85
Sharpe Ratio 2.09
Information Ratio 0.6
Alpha Ratio 4.37
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
28 Feb 19₹10,000
29 Feb 20₹11,103
28 Feb 21₹13,330
28 Feb 22₹15,845
28 Feb 23₹17,178
29 Feb 24₹23,901

Mirae Asset Great Consumer Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for Mirae Asset Great Consumer Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Mar 24

DurationReturns
1 Month 0.7%
3 Month 4.8%
6 Month 13.4%
1 Year 39.1%
3 Year 21.5%
5 Year 19%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.9%
2022 7.2%
2021 33%
2020 11.2%
2019 8.6%
2018 1.9%
2017 51%
2016 2%
2015 3.8%
2014 42.7%
Fund Manager information for Mirae Asset Great Consumer Fund
NameSinceTenure
Ankit Jain5 Oct 167.33 Yr.
Siddhant Chhabria21 Jun 212.62 Yr.

Data below for Mirae Asset Great Consumer Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Consumer Cyclical37.42%
Consumer Defensive28.67%
Industrials10.31%
Financial Services7.62%
Communication Services5.79%
Basic Materials5.77%
Health Care3.07%
Asset Allocation
Asset ClassValue
Cash1.34%
Equity98.65%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
7%₹208 Cr4,500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
6%₹179 Cr1,730,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 15 | HINDUNILVR
5%₹168 Cr630,000
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | TITAN
5%₹142 Cr387,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 14 | HDFCBANK
4%₹118 Cr690,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | MARUTI
3%₹107 Cr104,000
↓ -7,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | M&M
3%₹99 Cr575,000
↑ 140,000
Ceat Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | CEATLTD
3%₹97 Cr400,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 30 Nov 20 | MCDOWELL-N
3%₹95 Cr850,000
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | EICHERMOT
3%₹89 Cr215,000

10. Nippon India Power and Infra Fund

(Erstwhile Reliance Diversified Power Sector Fund)

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector.

Nippon India Power and Infra Fund is a Equity - Sectoral fund was launched on 8 May 04. It is a fund with High risk and has given a CAGR/Annualized return of 18.8% since its launch.  Ranked 13 in Sectoral category.  Return for 2023 was 58% , 2022 was 10.9% and 2021 was 48.9% .

Below is the key information for Nippon India Power and Infra Fund

Nippon India Power and Infra Fund
Growth
Launch Date 8 May 04
NAV (01 Mar 24) ₹307.184 ↑ 3.57   (1.17 %)
Net Assets (Cr) ₹3,885 on 31 Jan 24
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.23
Sharpe Ratio 3.39
Information Ratio 1.76
Alpha Ratio 12.06
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
28 Feb 19₹10,000
29 Feb 20₹9,918
28 Feb 21₹13,467
28 Feb 22₹16,119
28 Feb 23₹19,031
29 Feb 24₹33,826

Nippon India Power and Infra 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 Nippon India Power and Infra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Mar 24

DurationReturns
1 Month 3.8%
3 Month 21.8%
6 Month 36.3%
1 Year 77.7%
3 Year 35.9%
5 Year 27.6%
10 Year
15 Year
Since launch 18.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 58%
2022 10.9%
2021 48.9%
2020 10.8%
2019 -2.9%
2018 -21.1%
2017 61.7%
2016 0.1%
2015 0.3%
2014 50.8%
Fund Manager information for Nippon India Power and Infra Fund
NameSinceTenure
Sanjay Doshi2 Jan 177.08 Yr.
Kinjal Desai25 May 185.69 Yr.

Data below for Nippon India Power and Infra Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials34.43%
Utility15.6%
Basic Materials8.95%
Energy8.52%
Communication Services6.61%
Consumer Cyclical6.06%
Technology5.69%
Real Estate5.3%
Health Care2.09%
Financial Services0.59%
Asset Allocation
Asset ClassValue
Cash6.13%
Equity93.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT
7%₹225 Cr639,337
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
6%₹220 Cr850,000
NTPC Ltd (Utilities)
Equity, Since 31 May 09 | NTPC
6%₹218 Cr7,000,000
↓ -1,500,000
Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | BOSCHLTD
5%₹178 Cr80,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
4%₹152 Cr145,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL
4%₹139 Cr1,350,000
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES
4%₹131 Cr500,000
↑ 102,402
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Aug 22 | CONCOR
3%₹110 Cr1,274,151
Cyient DLM Ltd (Technology)
Equity, Since 31 Jul 23 | 543933
3%₹91 Cr1,350,000
↑ 250,000
NLC India Ltd (Utilities)
Equity, Since 30 Jun 23 | NLCINDIA
3%₹91 Cr3,584,719
↓ -1,415,281

Conclusion

Sector funds expose your portfolio to concentrated risk, in fact, it can incur you a huge loss, if you don’t keep yourself abreast of business cycles. On the other hand, if you are well-versed with the sector fundamentals and have the capability to assess the volatility that is bound with such funds, you can make a good profit. However, always be very careful when investing in sector funds and invest only a limited portion of Capital!

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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