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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 July 22, 2024 , 121414 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 ₹95.9624
↑ 0.70
₹1,49514.420.134.820.419.630.2
Franklin Build India Fund Growth ₹143.248
↑ 1.24
₹2,73812.727.468.234.328.651.1
DSP BlackRock Natural Resources and New Energy Fund Growth ₹92.078
↓ -0.84
₹1,2147.725.448.521.924.431.2
IDFC Infrastructure Fund Growth ₹55.681
↑ 0.63
₹1,59220.642.782.534.230.650.3
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹55.64
↓ -0.17
₹3,2786.712.7191515.121.7
Kotak Infrastructure & Economic Reform Fund Growth ₹70.299
↑ 0.47
₹2,27317.433.958.734.229.137.3
SBI Magnum COMMA Fund Growth ₹101.73
↑ 1.02
₹6205.414.445.714.523.732.3
SBI Consumption Opportunities Fund Growth ₹324.251
↑ 4.51
₹2,40514.321.138.127.125.229.9
Mirae Asset Great Consumer Fund Growth ₹93.448
↑ 0.94
₹3,75114.320.236.82323.632.9
Nippon India Power and Infra Fund Growth ₹368.637
↑ 1.24
₹6,69414.632.172.137.630.658
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 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 13.2% 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 (24 Jul 24) ₹95.9624 ↑ 0.70   (0.74 %)
Net Assets (Cr) ₹1,495 on 30 Jun 24
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.27
Sharpe Ratio 2.26
Information Ratio -0.44
Alpha Ratio 5.72
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
30 Jun 19₹10,000
30 Jun 20₹9,137
30 Jun 21₹13,081
30 Jun 22₹13,102
30 Jun 23₹16,721
30 Jun 24₹22,187

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 ₹493,520.
Net Profit of ₹193,520
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 24 Jul 24

DurationReturns
1 Month 6.4%
3 Month 14.4%
6 Month 20.1%
1 Year 34.8%
3 Year 20.4%
5 Year 19.6%
10 Year
15 Year
Since launch 13.2%
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 222.5 Yr.
1 Jul 240 Yr.

Data below for Sundaram Rural and Consumption Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Consumer Cyclical40.78%
Consumer Defensive34.37%
Communication Services11.51%
Health Care2.82%
Financial Services2.41%
Real Estate2.37%
Basic Materials1.63%
Asset Allocation
Asset ClassValue
Cash4.11%
Equity95.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL
10%₹143 Cr987,983
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
9%₹127 Cr2,991,251
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
8%₹123 Cr2,454,592
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
8%₹117 Cr407,736
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR
7%₹101 Cr408,013
Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN
6%₹87 Cr255,389
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | UNITDSPR
4%₹61 Cr480,998
Emami Ltd (Consumer Defensive)
Equity, Since 31 May 23 | EMAMILTD
4%₹60 Cr866,731
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
4%₹59 Cr49,344
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 523025
3%₹50 Cr246,492

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 19.6% 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 (24 Jul 24) ₹143.248 ↑ 1.24   (0.87 %)
Net Assets (Cr) ₹2,738 on 30 Jun 24
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.29
Sharpe Ratio 3.94
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
30 Jun 19₹10,000
30 Jun 20₹7,621
30 Jun 21₹12,989
30 Jun 22₹13,563
30 Jun 23₹18,522
30 Jun 24₹32,881

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 ₹612,552.
Net Profit of ₹312,552
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 24 Jul 24

DurationReturns
1 Month 1.2%
3 Month 12.7%
6 Month 27.4%
1 Year 68.2%
3 Year 34.3%
5 Year 28.6%
10 Year
15 Year
Since launch 19.6%
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 212.7 Yr.
Kiran Sebastian7 Feb 222.4 Yr.
Sandeep Manam18 Oct 212.7 Yr.

Data below for Franklin Build India Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Industrials40.96%
Financial Services11.73%
Utility10.32%
Energy9.54%
Basic Materials7.25%
Communication Services5.54%
Real Estate3.98%
Consumer Cyclical3.94%
Technology1.64%
Asset Allocation
Asset ClassValue
Cash5.03%
Equity94.97%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
9%₹240 Cr675,000
↑ 50,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | NTPC
5%₹149 Cr3,930,000
↓ -320,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
5%₹138 Cr440,000
↑ 59,000
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 21 | KIRLOSENG
5%₹131 Cr943,250
↓ -176,597
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
5%₹129 Cr1,075,000
↑ 275,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | ONGC
5%₹123 Cr4,500,000
↓ -250,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | POWERGRID
4%₹111 Cr3,365,000
↓ -360,000
Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 505283
4%₹109 Cr807,847
↓ -6,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
4%₹103 Cr710,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
4%₹97 Cr218,994
↓ -10,413

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 14.6% 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 (23 Jul 24) ₹92.078 ↓ -0.84   (-0.91 %)
Net Assets (Cr) ₹1,214 on 30 Jun 24
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.14
Sharpe Ratio 2.72
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
30 Jun 19₹10,000
30 Jun 20₹8,114
30 Jun 21₹15,682
30 Jun 22₹14,232
30 Jun 23₹18,101
30 Jun 24₹28,316

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 ₹556,833.
Net Profit of ₹256,833
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 24 Jul 24

DurationReturns
1 Month -0.9%
3 Month 7.7%
6 Month 25.4%
1 Year 48.5%
3 Year 21.9%
5 Year 24.4%
10 Year
15 Year
Since launch 14.6%
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 1212.01 Yr.
Jay Kothari1 Mar 1311.34 Yr.

Data below for DSP BlackRock Natural Resources and New Energy Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Basic Materials43.93%
Energy36.75%
Utility10.28%
Technology2.11%
Industrials1.95%
Consumer Cyclical0.07%
Asset Allocation
Asset ClassValue
Cash4.87%
Equity95.13%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Oct 15 | HINDALCO
9%₹106 Cr1,534,067
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
9%₹105 Cr2,216,109
↑ 12,137
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 16 | TATASTEEL
8%₹103 Cr5,917,682
↑ 132,419
BGF World Energy I2
Investment Fund | -
8%₹101 Cr404,694
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 20 | JINDALSTEL
7%₹84 Cr803,550
BGF Sustainable Energy I2
Investment Fund | -
6%₹70 Cr443,474
GAIL (India) Ltd (Utilities)
Equity, Since 31 Aug 20 | GAIL
6%₹67 Cr3,046,593
↓ -1,484,538
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 08 | RELIANCE
5%₹56 Cr179,041
National Aluminium Co Ltd (Basic Materials)
Equity, Since 28 Feb 22 | NATIONALUM
5%₹56 Cr2,983,318
↑ 635,938
Oil India Ltd (Energy)
Equity, Since 29 Feb 24 | OIL
4%₹55 Cr753,893
↑ 38,102

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 13.6% 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 (24 Jul 24) ₹55.681 ↑ 0.63   (1.14 %)
Net Assets (Cr) ₹1,592 on 30 Jun 24
Category Equity - Sectoral
AMC IDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.44
Sharpe Ratio 4.16
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
30 Jun 19₹10,000
30 Jun 20₹7,399
30 Jun 21₹13,866
30 Jun 22₹13,265
30 Jun 23₹18,629
30 Jun 24₹34,701

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 ₹642,208.
Net Profit of ₹342,208
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 24 Jul 24

DurationReturns
1 Month 3.5%
3 Month 20.6%
6 Month 42.7%
1 Year 82.5%
3 Year 34.2%
5 Year 30.6%
10 Year
15 Year
Since launch 13.6%
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 240.44 Yr.
Ritika Behera7 Oct 230.73 Yr.

Data below for IDFC Infrastructure Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Industrials53.9%
Basic Materials11.12%
Utility7.51%
Communication Services6.72%
Consumer Cyclical4.61%
Energy3.17%
Health Care1.41%
Financial Services1.31%
Technology1.14%
Asset Allocation
Asset ClassValue
Cash9.12%
Equity90.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS
6%₹91 Cr426,753
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹69 Cr195,375
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | ADANIPORTS
4%₹64 Cr434,979
↓ -15,260
Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 30 Apr 15 | AHLUCONT
3%₹54 Cr431,238
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | RELIANCE
3%₹50 Cr161,090
↑ 161,090
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Dec 23 | INDUSTOWER
3%₹49 Cr1,311,035
↑ 969,458
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO
3%₹45 Cr38,965
GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA
3%₹44 Cr1,619,950
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL
3%₹44 Cr1,431,700
↓ -473,898
ITD Cementation India Ltd (Industrials)
Equity, Since 30 Jun 15 | ITDCEM
3%₹42 Cr790,311

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 17.6% 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 (24 Jul 24) ₹55.64 ↓ -0.17   (-0.30 %)
Net Assets (Cr) ₹3,278 on 30 Jun 24
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.13
Sharpe Ratio 1.22
Information Ratio 0.4
Alpha Ratio 7.88
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 Jun 19₹10,000
30 Jun 20₹7,112
30 Jun 21₹11,944
30 Jun 22₹10,941
30 Jun 23₹14,952
30 Jun 24₹18,664

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 ₹447,579.
Net Profit of ₹147,579
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 24 Jul 24

DurationReturns
1 Month 0.9%
3 Month 6.7%
6 Month 12.7%
1 Year 19%
3 Year 15%
5 Year 15.1%
10 Year
15 Year
Since launch 17.6%
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 158.85 Yr.
Dhaval Joshi21 Nov 221.61 Yr.

Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Financial Services95.95%
Technology2.78%
Asset Allocation
Asset ClassValue
Cash1.27%
Equity98.73%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK
18%₹599 Cr4,993,129
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK
18%₹579 Cr3,436,948
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | AXISBANK
8%₹256 Cr2,027,100
State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN
6%₹200 Cr2,351,492
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE
5%₹166 Cr233,725
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN
4%₹126 Cr433,066
↓ -25,000
Repco Home Finance Ltd (Financial Services)
Equity, Since 31 Dec 13 | REPCOHOME
4%₹115 Cr2,095,955
Poonawalla Fincorp Ltd (Financial Services)
Equity, Since 31 May 21 | POONAWALLA
3%₹99 Cr2,422,221
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | AUBANK
3%₹97 Cr1,446,861
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
3%₹97 Cr667,972

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 12.6% 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 (24 Jul 24) ₹70.299 ↑ 0.47   (0.67 %)
Net Assets (Cr) ₹2,273 on 30 Jun 24
Category Equity - Sectoral
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.12
Sharpe Ratio 3.7
Information Ratio 0.78
Alpha Ratio 20.08
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
30 Jun 19₹10,000
30 Jun 20₹7,911
30 Jun 21₹13,292
30 Jun 22₹14,857
30 Jun 23₹20,483
30 Jun 24₹33,608

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 ₹627,226.
Net Profit of ₹327,226
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 24 Jul 24

DurationReturns
1 Month 0.5%
3 Month 17.4%
6 Month 33.9%
1 Year 58.7%
3 Year 34.2%
5 Year 29.1%
10 Year
15 Year
Since launch 12.6%
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 222.34 Yr.
Nalin Bhatt1 Oct 230.75 Yr.

Data below for Kotak Infrastructure & Economic Reform Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Industrials51.67%
Consumer Cyclical13.51%
Basic Materials11.93%
Utility7.03%
Communication Services4.84%
Financial Services2.67%
Energy1.93%
Real Estate1.63%
Asset Allocation
Asset ClassValue
Cash3.97%
Equity96.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 15 | ULTRACEMCO
4%₹82 Cr70,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL
3%₹79 Cr545,000
Mahindra Logistics Ltd (Industrials)
Equity, Since 31 Jan 24 | MAHLOG
3%₹76 Cr1,442,375
↑ 442,375
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT
3%₹75 Cr212,096
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Oct 15 | SOLARINDS
3%₹72 Cr72,000
Thermax Ltd (Industrials)
Equity, Since 31 Aug 11 | THERMAX
3%₹67 Cr125,000
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Aug 17 | KPIL
3%₹65 Cr552,500
Container Corporation of India Ltd (Industrials)
Equity, Since 30 Sep 12 | CONCOR
3%₹65 Cr620,000
Cummins India Ltd (Industrials)
Equity, Since 30 Sep 12 | CUMMINSIND
3%₹63 Cr160,000
Kajaria Ceramics Ltd (Industrials)
Equity, Since 31 Oct 16 | KAJARIACER
3%₹63 Cr450,000

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 13% 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 (24 Jul 24) ₹101.73 ↑ 1.02   (1.01 %)
Net Assets (Cr) ₹620 on 30 Jun 24
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 2.23
Information Ratio -0.9
Alpha Ratio 0.72
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 Jun 19₹10,000
30 Jun 20₹9,414
30 Jun 21₹17,527
30 Jun 22₹16,127
30 Jun 23₹18,861
30 Jun 24₹27,245

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 ₹543,623.
Net Profit of ₹243,623
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 24 Jul 24

DurationReturns
1 Month 2.8%
3 Month 5.4%
6 Month 14.4%
1 Year 45.7%
3 Year 14.5%
5 Year 23.7%
10 Year
15 Year
Since launch 13%
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
Dinesh Balachandran1 Jun 240.08 Yr.
Pradeep Kesavan31 Dec 230.5 Yr.

Data below for SBI Magnum COMMA Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Basic Materials43.36%
Energy30.74%
Utility7.65%
Consumer Cyclical4.54%
Consumer Defensive4.05%
Financial Services3.3%
Asset Allocation
Asset ClassValue
Cash6.36%
Equity93.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE
8%₹52 Cr167,366
Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 11 | TATASTEEL
8%₹48 Cr2,776,000
NTPC Ltd (Utilities)
Equity, Since 31 Mar 20 | NTPC
8%₹47 Cr1,253,717
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 18 | ULTRACEMCO
6%₹40 Cr34,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | ONGC
6%₹38 Cr1,400,000
Oil India Ltd (Energy)
Equity, Since 29 Feb 24 | OIL
5%₹33 Cr450,000
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
5%₹31 Cr650,000
Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 500295
5%₹31 Cr675,000
Arvind Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | ARVIND
5%₹28 Cr760,000
Hindustan Copper Ltd (Basic Materials)
Equity, Since 30 Apr 21 | HINDCOPPER
4%₹26 Cr813,400

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 17.5% 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 (24 Jul 24) ₹324.251 ↑ 4.51   (1.41 %)
Net Assets (Cr) ₹2,405 on 30 Jun 24
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio 2.12
Information Ratio 0.39
Alpha Ratio 4.81
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 Jun 19₹10,000
30 Jun 20₹8,578
30 Jun 21₹14,018
30 Jun 22₹16,083
30 Jun 23₹20,685
30 Jun 24₹27,755

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 ₹570,326.
Net Profit of ₹270,326
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 24 Jul 24

DurationReturns
1 Month 5.8%
3 Month 14.3%
6 Month 21.1%
1 Year 38.1%
3 Year 27.1%
5 Year 25.2%
10 Year
15 Year
Since launch 17.5%
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
Pradeep Kesavan1 Apr 240.25 Yr.
Ashit Desai1 Apr 240.25 Yr.

Data below for SBI Consumption Opportunities Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Consumer Cyclical46.38%
Consumer Defensive29.93%
Industrials12.7%
Communication Services6.18%
Basic Materials1.91%
Asset Allocation
Asset ClassValue
Cash2.89%
Equity97.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ganesha Ecosphere Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | GANECOS
6%₹142 Cr1,010,998
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL
6%₹133 Cr920,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | JUBLFOOD
4%₹103 Cr1,836,850
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
4%₹85 Cr2,000,000
↓ -200,000
Whirlpool of India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 500238
3%₹78 Cr390,000
Blue Star Ltd (Industrials)
Equity, Since 30 Sep 21 | BLUESTARCO
3%₹76 Cr463,305
↓ -6,695
United Breweries Ltd (Consumer Defensive)
Equity, Since 31 May 21 | UBL
3%₹67 Cr339,563
↑ 31,563
EIH Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | EIHOTEL
3%₹67 Cr1,550,000
Colgate-Palmolive (India) Ltd (Consumer Defensive)
Equity, Since 31 Aug 23 | COLPAL
3%₹65 Cr230,000
↑ 30,000
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | GODREJCP
3%₹65 Cr470,000
↓ -50,000

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 18.3% 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 (24 Jul 24) ₹93.448 ↑ 0.94   (1.02 %)
Net Assets (Cr) ₹3,751 on 30 Jun 24
Category Equity - Sectoral
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk High
Expense Ratio 1.85
Sharpe Ratio 2.03
Information Ratio 0.04
Alpha Ratio 0.04
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
30 Jun 19₹10,000
30 Jun 20₹9,449
30 Jun 21₹14,215
30 Jun 22₹14,726
30 Jun 23₹19,459
30 Jun 24₹25,940

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 ₹543,623.
Net Profit of ₹243,623
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 24 Jul 24

DurationReturns
1 Month 5.2%
3 Month 14.3%
6 Month 20.2%
1 Year 36.8%
3 Year 23%
5 Year 23.6%
10 Year
15 Year
Since launch 18.3%
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 167.74 Yr.
Siddhant Chhabria21 Jun 213.03 Yr.

Data below for Mirae Asset Great Consumer Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Consumer Cyclical43.2%
Consumer Defensive25.01%
Industrials11.32%
Communication Services7.08%
Basic Materials4.74%
Health Care4.04%
Financial Services3.84%
Asset Allocation
Asset ClassValue
Cash0.76%
Equity99.24%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
7%₹266 Cr1,840,000
↑ 315,000
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
5%₹201 Cr4,729,744
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 15 | HINDUNILVR
5%₹187 Cr755,000
↑ 158,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | TRENT
4%₹141 Cr258,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 543320
3%₹129 Cr6,450,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | MARUTI
3%₹128 Cr106,500
↑ 10,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | TATAMOTORS
3%₹116 Cr1,170,000
↑ 270,000
Ceat Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | CEATLTD
3%₹109 Cr387,902
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | TITAN
3%₹108 Cr317,000
↓ -70,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 30 Nov 20 | UNITDSPR
3%₹99 Cr771,950
↑ 61,950

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 19.5% 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 (24 Jul 24) ₹368.637 ↑ 1.24   (0.34 %)
Net Assets (Cr) ₹6,694 on 30 Jun 24
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.23
Sharpe Ratio 4.16
Information Ratio 1.69
Alpha Ratio 19.54
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 Jun 19₹10,000
30 Jun 20₹8,161
30 Jun 21₹13,274
30 Jun 22₹13,569
30 Jun 23₹19,915
30 Jun 24₹36,330

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 ₹642,208.
Net Profit of ₹342,208
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 24 Jul 24

DurationReturns
1 Month 1.7%
3 Month 14.6%
6 Month 32.1%
1 Year 72.1%
3 Year 37.6%
5 Year 30.6%
10 Year
15 Year
Since launch 19.5%
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 177.5 Yr.
Kinjal Desai25 May 186.11 Yr.

Data below for Nippon India Power and Infra Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Industrials39.27%
Utility14.61%
Basic Materials10.47%
Energy7.48%
Communication Services7.27%
Real Estate5.03%
Consumer Cyclical4.68%
Technology4.41%
Health Care2.31%
Asset Allocation
Asset ClassValue
Cash4.47%
Equity95.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
7%₹501 Cr1,600,000
↑ 400,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT
7%₹479 Cr1,350,000
↑ 350,000
NTPC Ltd (Utilities)
Equity, Since 31 May 09 | NTPC
6%₹414 Cr10,947,087
↑ 1,447,087
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES
5%₹328 Cr850,900
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL
5%₹318 Cr2,200,000
↑ 400,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
5%₹315 Cr270,000
↑ 35,000
Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | BOSCHLTD
5%₹314 Cr92,000
↑ 7,000
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 23 | CARBORUNIV
4%₹262 Cr1,569,339
↑ 69,339
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 21 | POWERGRID
4%₹248 Cr7,500,000
↑ 1,500,000
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Jan 24 | HONAUT
3%₹227 Cr40,000

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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