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Top High Risk High Return Mutual Funds 2020

Updated on July 30, 2020 , 11616 views

In the world of Investing, there are investors who believe in high-risk high return investments. These are investments meant for investors who are willing to take a high-risk in order to earn higher returns. Some of the equity Mutual Funds are most suited for such plans. Though these funds are most affected by the market volatility, but the longer you stay invested, the higher are the possibilities to make good profits.

High-risk-high-return

Let's look ways to find our these high risk funds to maximize wealth.

Smart Ways to Invest in High Risk Mutual Funds

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

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High Risk High Gain Investments in Mutual Funds FY 20 - 21

1. Sector Equity Funds

sector funds are a type of equity funds that invest in a particular sector like banking, pharma, infra, etc. Being a sector-specific, these funds are considered to be highly risky of all the equity funds. Sector funds can double or trouble your money, thus investors with a high-risk appetite should only prefer investing in sector funds. Investors planning to invest should have an in-depth knowledge of the sector/industry that they wish to invest in.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Sundaram Rural and Consumption Fund Growth ₹38.79
↑ 0.15
₹1,4859.5-12.41.4-1.87.32.7
DSP BlackRock Natural Resources and New Energy Fund Growth ₹28.314
↓ -0.32
₹29215.6-8.2-1.9-3.98.14.4
Franklin Build India Fund Growth ₹33.4412
↑ 0.09
₹9018.5-20.1-15.7-5.21.96
IDFC Infrastructure Fund Growth ₹11.52
₹5089.8-20.4-17.2-11.8-1.4-5.3
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹22.29
↓ -0.10
₹1,4187.5-27.6-19.9-74.614.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Jul 20

2. Mid & Small Cap Funds

Mid and Small cap funds have gained a huge attention in the past few years. mid cap funds invest in companies that are of mid-sized and small cap invest in the stocks of start-up companies or firms that are small in size. Typically, mid-caps invest in companies that have a market cap of INR 500 Cr to INR 1000 Cr, whereas, small caps are typically defined as firms with a market cap of around INR 500 Crore. These funds are considered to be risky, thus investors with a high-risk appetite should only invest in these funds. But, since these funds invest in the most emerging businesses, they have the potential to deliver good returns. It is advisable for an investor to stay invested for a longer duration in these funds.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
SBI Small Cap Fund Growth ₹50.7731
↑ 0.26
₹3,91711.6-115.23.19.16.1
L&T Emerging Businesses Fund Growth ₹19.073
↑ 0.11
₹4,69713.4-19.2-12-8.24.5-8.1
Aditya Birla Sun Life Small Cap Fund Growth ₹25.9074
↑ 0.15
₹1,81214.2-19.8-14.3-12.10.4-11.5
Taurus Discovery (Midcap) Fund Growth ₹43.96
↑ 0.39
₹4710.6-4.713.81.96.21.6
DSP BlackRock Small Cap Fund  Growth ₹51.445
↑ 0.17
₹4,44217.2-10.54.4-5.63.90.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Jul 20

3. Large Cap Funds

Large cap funds are the most popular in equity funds. These funds invest in the stocks of companies that are large in size. These are the firm that are well-established in the market and are the leaders in their industry. Historically, large-cap funds have delivered good returns. And, as these funds invest in big firms the risk is lower than that of mid & small cap funds.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Essel Large Cap Equity Fund Growth ₹22.1501
↑ 0.03
₹8012.6-8.6-0.805.211.7
ICICI Prudential Bluechip Fund Growth ₹40.39
₹22,88111.5-8.1-12.269.8
SBI Bluechip Fund Growth ₹37.6847
↓ 0.00
₹20,78311-9.6-1.60.95.111.6
Aditya Birla Sun Life Frontline Equity Fund Growth ₹210.44
↑ 0.29
₹16,66211.8-8.9-2.6-0.34.57.6
Indiabulls Blue Chip Fund Growth ₹19.44
↓ -0.04
₹1277.3-12.4-4.80.54.712
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Jul 20

4. Diversified Funds/Multi Cap Funds

Diversified Funds invest across market capitalization i.e., large cap, mid and small cap stocks. These funds have the flexibility to adapt their portfolios according to the market. They typically invest anywhere between 40-60% in large cap stocks, 10-40% in mid-cap stocks and about 10% in small-cap stocks. Sometimes, the exposure to small-caps may be very small or none at all.

It is said that diversified funds balance out the risk and reduce the volatility that usually comes with the stock investments. If one fund in the portfolio fails to perform the others are there to balance out the returns. But nevertheless being an equity fund the risk still remains in fund.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Motilal Oswal Multicap 35 Fund Growth ₹24.916
↓ -0.09
₹10,56213.8-8.51.3-0.66.27.9
Mirae Asset India Equity Fund  Growth ₹49.758
↑ 0.03
₹16,38112.3-7.20.63.6812.7
Kotak Standard Multicap Fund Growth ₹34.054
↑ 0.04
₹27,97612-9.9-0.32.27.212.3
IDFC Focused Equity Fund Growth ₹37.11
↑ 0.35
₹1,26415.8-5.611.30.568.9
BNP Paribas Multi Cap Fund Growth ₹45.092
↑ 0.08
₹5488.1-12.4-0.1-0.8413.2
L&T Equity Fund Growth ₹78.388
↑ 0.27
₹2,18913.7-6.3-0.40.44.14.9
Aditya Birla Sun Life Equity Fund Growth ₹683.61
↓ -0.11
₹10,17510.5-12-0.7-0.16.38.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Jul 20

1. Franklin India Feeder - Franklin U S Opportunities Fund

The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America.

Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a CAGR/Annualized return of 19.3% since its launch.  Ranked 6 in Global category.  Return for 2019 was 34.2% , 2018 was 6.5% and 2017 was 18.1% .

Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund

Franklin India Feeder - Franklin U S Opportunities Fund
Growth
Launch Date 6 Feb 12
NAV (30 Jul 20) ₹44.6422 ↑ 0.05   (0.11 %)
Net Assets (Cr) ₹1,844 on 30 Jun 20
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.74
Sharpe Ratio 1.28
Information Ratio 0.14
Alpha Ratio -2.43
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹9,530
31 Jul 17₹10,706
31 Jul 18₹13,605
31 Jul 19₹14,941
31 Jul 20₹20,900

Franklin India Feeder - Franklin U S 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 ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Franklin India Feeder - Franklin U S 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 30 Jul 20

DurationReturns
1 Month 5.9%
3 Month 21.3%
6 Month 22.3%
1 Year 37%
3 Year 24.6%
5 Year 15.8%
10 Year
15 Year
Since launch 19.3%
Historical performance (Yearly) on absolute basis
YearReturns
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
2010
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Pyari Menon26 Sep 190.76 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Technology25.81%
Financial Services15.34%
Health Care15.34%
Consumer Cyclical11.6%
Communication Services8.56%
Real Estate6.06%
Industrials5.97%
Consumer Defensive2.28%
Basic Materials1.14%
Asset Allocation
Asset ClassValue
Cash2.9%
Equity92.1%
Other4.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹1,839 Cr4,121,697
↑ 150,519
Call, Cash & Other Assets
Receivables | -
0%₹5 Cr

2. DSP BlackRock World Gold Fund

"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized."

DSP BlackRock World Gold Fund is a Equity - Global fund was launched on 14 Sep 07. It is a fund with High risk and has given a CAGR/Annualized return of 6.5% since its launch.  Ranked 11 in Global category.  Return for 2019 was 35.1% , 2018 was -10.7% and 2017 was -4% .

Below is the key information for DSP BlackRock World Gold Fund

DSP BlackRock World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (30 Jul 20) ₹22.4268 ↓ -0.34   (-1.50 %)
Net Assets (Cr) ₹539 on 30 Jun 20
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.67
Sharpe Ratio 1.01
Information Ratio -1.28
Alpha Ratio -6.74
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
31 Jul 15₹10,000
31 Jul 16₹20,372
31 Jul 17₹14,966
31 Jul 18₹13,741
31 Jul 19₹16,832
31 Jul 20₹27,700

DSP BlackRock World Gold 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 DSP BlackRock World Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jul 20

DurationReturns
1 Month 17.4%
3 Month 27.4%
6 Month 53%
1 Year 62.9%
3 Year 22.9%
5 Year 23%
10 Year
15 Year
Since launch 6.5%
Historical performance (Yearly) on absolute basis
YearReturns
2019 35.1%
2018 -10.7%
2017 -4%
2016 52.7%
2015 -18.5%
2014 -3%
2013 -41.5%
2012 -5.8%
2011 -2.6%
2010 29%
Fund Manager information for DSP BlackRock World Gold Fund
NameSinceTenure
Jay Kothari1 Mar 137.34 Yr.

Data below for DSP BlackRock World Gold Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Basic Materials90.52%
Asset Allocation
Asset ClassValue
Cash7.65%
Equity91.38%
Debt0.04%
Other0.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -
96%₹515 Cr1,470,865
↑ 30,857
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
5%₹27 Cr
Net Receivables/Payables
Net Current Assets | -
1%-₹3 Cr

3. TATA Digital India Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in Information Technology Sector in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.

TATA Digital India Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 12.4% since its launch.  Return for 2019 was 7.5% , 2018 was 24.9% and 2017 was 19.6% .

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (31 Jul 20) ₹17.1376 ↑ 0.05   (0.29 %)
Net Assets (Cr) ₹364 on 30 Jun 20
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.05
Sharpe Ratio -0.34
Information Ratio -0.44
Alpha Ratio -3.92
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Months (0.25%),3 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 16₹9,838
31 Jul 17₹9,824
31 Jul 18₹14,704
31 Jul 19₹14,774
31 Jul 20₹17,135

TATA Digital India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for TATA Digital India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jul 20

DurationReturns
1 Month 20.7%
3 Month 27%
6 Month 9.9%
1 Year 16%
3 Year 20.4%
5 Year
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 7.5%
2018 24.9%
2017 19.6%
2016 -6%
2015
2014
2013
2012
2011
2010
Fund Manager information for TATA Digital India Fund
NameSinceTenure
Rahul Singh20 Apr 200.2 Yr.
Meeta Shetty20 Apr 200.2 Yr.

Data below for TATA Digital India Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Technology85.84%
Asset Allocation
Asset ClassValue
Cash14.16%
Equity85.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
31%₹113 Cr1,539,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
19%₹68 Cr325,000
↓ -17,500
A) Repo
CBLO/Reverse Repo | -
14%₹50 Cr
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
9%₹34 Cr610,000
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 507685
7%₹26 Cr1,176,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
5%₹19 Cr301,200
MindTree Ltd (Technology)
Equity, Since 31 Jul 19 | 532819
4%₹15 Cr158,000
L&T Technology Services Ltd (Technology)
Equity, Since 31 May 18 | LTTS
3%₹11 Cr83,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
3%₹9 Cr173,000
Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 Mar 16 | 532466
2%₹7 Cr25,400

4. Aditya Birla Sun Life Digital India Fund

(Erstwhile Aditya Birla Sun Life New Millennium Fund)

A multi-sector open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity, focusing on investing in technology and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other technology enabled companies. The secondary objective is income generation and distribution of dividend.

Aditya Birla Sun Life Digital India Fund is a Equity - Sectoral fund was launched on 15 Jan 00. It is a fund with High risk and has given a CAGR/Annualized return of since its launch.  Ranked 33 in Sectoral category.  Return for 2019 was 9.6% , 2018 was 15.6% and 2017 was 22.4% .

Below is the key information for Aditya Birla Sun Life Digital India Fund

Aditya Birla Sun Life Digital India Fund
Growth
Launch Date 15 Jan 00
NAV (31 Jul 20) ₹63.57 ↑ 0.50   (0.79 %)
Net Assets (Cr) ₹413 on 30 Jun 20
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.75
Sharpe Ratio 0.14
Information Ratio 0.25
Alpha Ratio 3.66
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
31 Jul 15₹10,000
31 Jul 16₹10,105
31 Jul 17₹10,653
31 Jul 18₹14,693
31 Jul 19₹14,892
31 Jul 20₹18,060

Aditya Birla Sun Life Digital India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Aditya Birla Sun Life Digital India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jul 20

DurationReturns
1 Month 17.6%
3 Month 28.3%
6 Month 10.3%
1 Year 21.3%
3 Year 19.2%
5 Year 12.5%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2019 9.6%
2018 15.6%
2017 22.4%
2016 -3.5%
2015 11.2%
2014 21.1%
2013 50.2%
2012 3.7%
2011 -21.8%
2010 16.6%
Fund Manager information for Aditya Birla Sun Life Digital India Fund
NameSinceTenure
Kunal Sangoi15 Jan 146.46 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Technology68.35%
Communication Services17.19%
Industrials11.73%
Asset Allocation
Asset ClassValue
Cash2.71%
Equity97.28%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
27%₹111 Cr1,501,626
↑ 51,509
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
12%₹50 Cr887,330
↓ -42,150
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH
6%₹26 Cr464,309
↓ -42,467
Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Jun 18 | 517174
6%₹24 Cr8,159
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
5%₹22 Cr784,609
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
5%₹20 Cr98,420
↑ 9,628
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
4%₹18 Cr323,931
↓ -250,579
Apple Inc (Technology)
Equity, Since 30 Nov 18 | AAPL
4%₹17 Cr6,286
Majesco Ltd (Technology)
Equity, Since 31 Jan 18 | 539289
4%₹16 Cr457,451
↓ -883
Just Dial Ltd (Communication Services)
Equity, Since 30 Sep 19 | 535648
4%₹16 Cr401,818

5. Franklin India Technology Fund

To provide long-term capital appreciation by predominantly investing in equity and equity related securities of technology and technology related companies.

Franklin India Technology Fund is a Equity - Sectoral fund was launched on 22 Aug 98. It is a fund with High risk and has given a CAGR/Annualized return of 18.4% since its launch.  Ranked 41 in Sectoral category.  Return for 2019 was 12.4% , 2018 was 11.9% and 2017 was 19.1% .

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (30 Jul 20) ₹201.579 ↑ 1.41   (0.70 %)
Net Assets (Cr) ₹260 on 30 Jun 20
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.67
Sharpe Ratio 0.31
Information Ratio 0.1
Alpha Ratio 7.16
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹10,027
31 Jul 17₹10,477
31 Jul 18₹13,672
31 Jul 19₹13,740
31 Jul 20₹17,602

Franklin India Technology Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Franklin India Technology Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jul 20

DurationReturns
1 Month 16.9%
3 Month 26.5%
6 Month 15.4%
1 Year 27.4%
3 Year 18.8%
5 Year 12.1%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 12.4%
2018 11.9%
2017 19.1%
2016 -2.6%
2015 3.8%
2014 16.8%
2013 53.3%
2012 0.3%
2011 -15.5%
2010 32.6%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure
Anand Radhakrishnan3 Mar 0713.34 Yr.
Varun Sharma30 Nov 154.59 Yr.
Pyari Menon26 Sep 190.76 Yr.

Data below for Franklin India Technology Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Technology71.89%
Communication Services16.48%
Industrials2.23%
Consumer Cyclical1.53%
Financial Services1.02%
Real Estate0.5%
Health Care0.15%
Asset Allocation
Asset ClassValue
Cash0.57%
Equity93.8%
Other5.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
27%₹70 Cr945,647
Franklin Technology I Acc USD
Investment Fund | -
11%₹29 Cr91,868
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
8%₹22 Cr105,766
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
8%₹21 Cr370,716
Call, Cash & Other Assets
Receivables | -
5%₹14 Cr
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
5%₹14 Cr248,973
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI
5%₹13 Cr46,300
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
4%₹11 Cr193,656
Cognizant Technology Solutions Corp A (Technology)
Equity, Since 30 Apr 16 | CTSH
4%₹10 Cr22,500
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 30 Nov 18 | 2330
3%₹7 Cr88,000

6. ICICI Prudential Technology Fund

To generate long-term capital appreciation for you from a portfolio made up predominantly of equity and equity-related securities of technology intensive companies.

ICICI Prudential Technology Fund is a Equity - Sectoral fund was launched on 3 Mar 00. It is a fund with High risk and has given a CAGR/Annualized return of 9.9% since its launch.  Ranked 37 in Sectoral category.  Return for 2019 was 2.3% , 2018 was 19.1% and 2017 was 19.8% .

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (31 Jul 20) ₹68.33 ↑ 0.65   (0.96 %)
Net Assets (Cr) ₹379 on 30 Jun 20
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.76
Sharpe Ratio -0.22
Information Ratio -0.74
Alpha Ratio -1.62
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹9,625
31 Jul 17₹9,848
31 Jul 18₹13,847
31 Jul 19₹14,118
31 Jul 20₹16,437

ICICI Prudential Technology Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for ICICI Prudential Technology Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jul 20

DurationReturns
1 Month 23.3%
3 Month 33.1%
6 Month 12.2%
1 Year 16.4%
3 Year 18.6%
5 Year 10.5%
10 Year
15 Year
Since launch 9.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 2.3%
2018 19.1%
2017 19.8%
2016 -4%
2015 3.9%
2014 26.3%
2013 62.6%
2012 17.1%
2011 -18.9%
2010 44.5%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Sankaran Naren14 Jul 172.97 Yr.
Priyanka Khandelwal8 Jul 200 Yr.
Vaibhav Dusad2 May 200.16 Yr.

Data below for ICICI Prudential Technology Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Technology80.98%
Communication Services8.72%
Industrials5.59%
Asset Allocation
Asset ClassValue
Cash4.71%
Equity95.29%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
39%₹148 Cr2,014,724
↓ -359,016
Treps
CBLO/Reverse Repo | -
8%₹30 Cr
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 507685
8%₹29 Cr1,316,936
↓ -406,866
HCL Technologies Ltd (Technology)
Equity, Since 31 Jul 19 | HCLTECH
7%₹26 Cr469,992
↓ -128,867
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
6%₹24 Cr421,264
↑ 256,999
Hexaware Technologies Ltd (Technology)
Equity, Since 31 May 20 | 532129
5%₹21 Cr623,965
↑ 299,250
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Jul 16 | 540005
4%₹17 Cr86,476
↓ -5,936
TeamLease Services Ltd (Industrials)
Equity, Since 31 May 20 | TEAMLEASE
3%₹13 Cr75,855
↑ 43,124
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
3%₹12 Cr58,522
↓ -54,231
Net Current Assets
Net Current Assets | -
3%-₹12 Cr

7. SBI Technology Opportunities Fund

(Erstwhile SBI IT Fund)

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

SBI Technology Opportunities Fund is a Equity - Sectoral fund was launched on 9 Jan 13. It is a fund with High risk and has given a CAGR/Annualized return of 17% since its launch.  Ranked 42 in Sectoral category.  Return for 2019 was 12.2% , 2018 was 17.1% and 2017 was 13% .

Below is the key information for SBI Technology Opportunities Fund

SBI Technology Opportunities Fund
Growth
Launch Date 9 Jan 13
NAV (31 Jul 20) ₹74.9144 ↑ 0.43   (0.58 %)
Net Assets (Cr) ₹178 on 30 Jun 20
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 3.02
Sharpe Ratio -0.04
Information Ratio 0.17
Alpha Ratio -0.89
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
31 Jul 15₹10,000
31 Jul 16₹10,033
31 Jul 17₹9,757
31 Jul 18₹13,484
31 Jul 19₹14,006
31 Jul 20₹16,094

SBI Technology Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for SBI Technology Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jul 20

DurationReturns
1 Month 14.7%
3 Month 19.3%
6 Month 8.3%
1 Year 14.9%
3 Year 18.2%
5 Year 10%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2019 12.2%
2018 17.1%
2017 13%
2016 -3.3%
2015 2.4%
2014 29.2%
2013
2012
2011
2010
Fund Manager information for SBI Technology Opportunities Fund
NameSinceTenure
Anup Upadhyay1 Jun 119.09 Yr.

Data below for SBI Technology Opportunities Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Technology67.43%
Communication Services23.63%
Consumer Defensive2.92%
Industrials1.33%
Asset Allocation
Asset ClassValue
Cash4.69%
Equity95.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
26%₹47 Cr224,764
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
23%₹40 Cr546,800
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
15%₹27 Cr482,230
↑ 82,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH
10%₹17 Cr304,974
Alphabet Inc A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL
8%₹15 Cr1,425
Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 15 | 532755
4%₹8 Cr138,435
Treps
CBLO/Reverse Repo | -
3%₹6 Cr
NIIT Ltd (Consumer Defensive)
Equity, Since 31 Mar 19 | 500304
3%₹5 Cr549,946
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 May 20 | 540005
2%₹4 Cr18,500
eClerx Services Ltd (Technology)
Equity, Since 30 Sep 19 | 532927
2%₹3 Cr62,100

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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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