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Top High Risk High Return Mutual Funds 2022

Updated on November 30, 2022 , 24559 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 22 - 23

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 (%)2021 (%)
Franklin Build India Fund Growth ₹73.646
↓ -0.04
₹1,220818.913.520.311.745.9
Sundaram Rural and Consumption Fund Growth ₹64.5182
↓ -0.10
₹1,2511.916.112.415.18.619.3
DSP BlackRock Natural Resources and New Energy Fund Growth ₹57.535
↑ 0.70
₹67310.59.71221.810.342.8
ICICI Prudential Banking and Financial Services Fund Growth ₹92
↓ -0.12
₹5,6446.71610.59.9923.5
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹41.85
↓ -0.07
₹2,4766.518.58.510.58.816.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Dec 22

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 (%)2021 (%)
SBI Small Cap Fund Growth ₹117.126
↑ 0.36
₹14,8693.41512.329.61547.6
L&T Emerging Businesses Fund Growth ₹48.7535
↑ 0.47
₹8,4963.713.510.328.912.577.4
Aditya Birla Sun Life Small Cap Fund Growth ₹53.6821
↑ 0.40
₹3,0232.310.6-1.121.14.751.4
Nippon India Small Cap Fund Growth ₹95.8854
↑ 0.63
₹22,8446.317.315.535.916.574.3
HDFC Small Cap Fund Growth ₹80.999
↑ 0.42
₹14,1006.919.110.928.113.164.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Dec 22

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 (%)2021 (%)
Nippon India Large Cap Fund Growth ₹56.8001
↓ -0.22
₹12,534616.414.217.212.132.4
ICICI Prudential Bluechip Fund Growth ₹71.71
↓ -0.25
₹34,8237.413.710.517.712.829.2
JM Core 11 Fund Growth ₹12.664
↑ 0.04
₹457.415.19.510.78.116.3
SBI Bluechip Fund Growth ₹65.4516
↓ -0.33
₹34,7305.1137.516.611.826.1
Aditya Birla Sun Life Frontline Equity Fund Growth ₹363.85
↓ -1.20
₹22,2765.913.17.216.211.327.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Dec 22

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 (%)2021 (%)
Kotak Standard Multicap Fund Growth ₹56.295
↓ -0.11
₹37,7665.313.38.914.711.725.4
Mirae Asset India Equity Fund  Growth ₹82.959
↓ -0.30
₹34,407611.5615.512.427.7
Motilal Oswal Multicap 35 Fund Growth ₹34.8731
↓ -0.04
₹9,5323.412.11.39.4615.3
BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01
₹588-4.6-2.619.317.313.6
JM Multicap Fund Growth ₹57.2295
↑ 0.01
₹2386.617.311.218.513.632.9
Aditya Birla Sun Life Equity Fund Growth ₹1,190.7
↑ 2.59
₹16,4227.213.44.416.411.230.3
SBI Magnum Multicap Fund Growth ₹78.5737
↓ -0.07
₹16,4953.49.54.415.81130.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Dec 22

1. PGIM India Midcap Opportunities Fund

The primary objective of the Scheme is to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies. However, there is no assurance that the investment objective of the Scheme will be realized.

PGIM India Midcap Opportunities Fund is a Equity - Mid Cap fund was launched on 2 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 18.5% since its launch.  Ranked 40 in Mid Cap category.  Return for 2021 was 63.8% , 2020 was 48.4% and 2019 was 3.6% .

Below is the key information for PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund
Growth
Launch Date 2 Dec 13
NAV (02 Dec 22) ₹45.91 ↑ 0.24   (0.53 %)
Net Assets (Cr) ₹7,257 on 31 Oct 22
Category Equity - Mid Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 0
Sharpe Ratio 0.07
Information Ratio 1.46
Alpha Ratio -0.77
Min Investment 5,000
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 Nov 17₹10,000
30 Nov 18₹8,743
30 Nov 19₹8,907
30 Nov 20₹12,669
30 Nov 21₹20,984
30 Nov 22₹22,420

PGIM India Midcap 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 ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for PGIM India Midcap 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 2 Dec 22

DurationReturns
1 Month 1.6%
3 Month 1.5%
6 Month 13.3%
1 Year 7.2%
3 Year 37%
5 Year 18.2%
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
2021 63.8%
2020 48.4%
2019 3.6%
2018 -16.1%
2017 37%
2016 -1.3%
2015 7.9%
2014 42.8%
2013
2012
Fund Manager information for PGIM India Midcap Opportunities Fund
NameSinceTenure
Aniruddha Naha1 Jun 211.42 Yr.
Puneet Pal16 Jul 220.3 Yr.
Vivek Sharma1 Jun 211.42 Yr.

Data below for PGIM India Midcap Opportunities Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Industrials25.77%
Consumer Cyclical22.61%
Financial Services13.41%
Basic Materials11.56%
Consumer Defensive5.81%
Health Care5.74%
Technology4.28%
Real Estate2.97%
Utility1.46%
Asset Allocation
Asset ClassValue
Cash6.22%
Equity93.6%
Debt0.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | 532343
4%₹305 Cr2,950,000
↑ 200,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 500850
4%₹287 Cr8,647,166
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 22 | ICICIBANK
4%₹280 Cr3,245,500
↑ 1,245,500
ABB India Ltd (Industrials)
Equity, Since 30 Sep 21 | ABB
4%₹273 Cr882,705
Timken India Ltd (Industrials)
Equity, Since 30 Sep 21 | 522113
4%₹259 Cr845,081
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | VBL
3%₹235 Cr2,246,039
↓ -58,400
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | 500480
3%₹224 Cr1,872,298
↑ 250,000
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | CROMPTON
3%₹216 Cr5,250,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Jul 22 | JUBLFOOD
3%₹212 Cr3,398,000
↑ 250,000
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 31 Jul 21 | DALBHARAT
3%₹208 Cr1,299,670
↓ -12,630

2. 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 12.4% since its launch.  Ranked 37 in Sectoral category.  Return for 2021 was 75.7% , 2020 was 70.6% and 2019 was 2.3% .

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (02 Dec 22) ₹143.32 ↓ -0.53   (-0.37 %)
Net Assets (Cr) ₹9,182 on 31 Oct 22
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.07
Sharpe Ratio -0.78
Information Ratio 0.95
Alpha Ratio -7.49
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 Nov 17₹10,000
30 Nov 18₹12,538
30 Nov 19₹12,516
30 Nov 20₹19,503
30 Nov 21₹35,909
30 Nov 22₹31,430

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 ₹584,107.
Net Profit of ₹284,107
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 2 Dec 22

DurationReturns
1 Month 5.5%
3 Month 9.8%
6 Month 4.8%
1 Year -12.6%
3 Year 36.9%
5 Year 26.3%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2021 75.7%
2020 70.6%
2019 2.3%
2018 19.1%
2017 19.8%
2016 -4%
2015 3.9%
2014 26.3%
2013 62.6%
2012 17.1%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Vaibhav Dusad2 May 202.5 Yr.
Sharmila D’mello30 Jun 220.34 Yr.

Data below for ICICI Prudential Technology Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Technology76.91%
Communication Services14.06%
Industrials1.8%
Consumer Cyclical0.63%
Financial Services0.18%
Energy0.1%
Consumer Defensive0.06%
Asset Allocation
Asset ClassValue
Cash6.27%
Equity93.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
29%₹2,496 Cr17,655,908
↑ 1,643,280
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
16%₹1,373 Cr4,568,782
↑ 1,061,999
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
10%₹862 Cr9,242,203
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 507685
7%₹620 Cr15,724,698
↑ 176,373
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
7%₹610 Cr7,628,999
↓ -1,036,302
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
5%₹411 Cr4,072,119
↓ -1,029,699
PVR Ltd (Communication Services)
Equity, Since 30 Sep 20 | PVR
1%₹99 Cr555,153
↑ 193,349
MindTree Ltd (Technology)
Equity, Since 30 Jun 20 | 532819
1%₹95 Cr300,363
↓ -48,000
Siemens Ltd (Industrials)
Equity, Since 30 Apr 22 | 500550
1%₹95 Cr341,950
↑ 86,283
Accenture PLC Class A (Technology)
Equity, Since 28 Feb 21 | ACN
1%₹92 Cr43,600

3. Nippon India Small Cap Fund

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.3% since its launch.  Ranked 6 in Small Cap category.  Return for 2021 was 74.3% , 2020 was 29.2% and 2019 was -2.5% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (02 Dec 22) ₹95.8854 ↑ 0.63   (0.66 %)
Net Assets (Cr) ₹22,844 on 31 Oct 22
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 0.59
Information Ratio 1.4
Alpha Ratio 11.74
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 Nov 17₹10,000
30 Nov 18₹8,770
30 Nov 19₹8,526
30 Nov 20₹10,365
30 Nov 21₹18,195
30 Nov 22₹21,029

Nippon India Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Nippon India Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Dec 22

DurationReturns
1 Month 3.6%
3 Month 6.3%
6 Month 17.3%
1 Year 15.5%
3 Year 35.9%
5 Year 16.5%
10 Year
15 Year
Since launch 20.3%
Historical performance (Yearly) on absolute basis
YearReturns
2021 74.3%
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
2014 97.6%
2013 11.9%
2012 41.9%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 175.83 Yr.
Kinjal Desai25 May 184.44 Yr.

Data below for Nippon India Small Cap Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Industrials23.59%
Consumer Cyclical17.43%
Basic Materials15.95%
Financial Services13.77%
Consumer Defensive8.81%
Technology7.47%
Health Care5.25%
Communication Services1.59%
Real Estate0.55%
Energy0.41%
Utility0.17%
Asset Allocation
Asset ClassValue
Cash3.77%
Equity96.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | TIINDIA
4%₹897 Cr3,267,559
KPIT Technologies Ltd (Technology)
Equity, Since 30 Jun 19 | KPITTECH
2%₹462 Cr7,000,000
↓ -366,079
Poonawalla Fincorp Ltd (Financial Services)
Equity, Since 28 Feb 18 | POONAWALLA
2%₹428 Cr13,987,931
↓ -100,000
Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Jun 18 | FINEORG
2%₹422 Cr605,377
Tejas Networks Ltd (Technology)
Equity, Since 30 Jun 17 | TEJASNET
2%₹388 Cr5,763,697
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹384 Cr2,700,000
Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | BAJAJELEC
2%₹368 Cr3,062,071
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 19 | CREDITACC
2%₹357 Cr3,592,168
↓ -776,517
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | NAVINFLUOR
2%₹354 Cr787,244
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 21 | 532134
1%₹332 Cr25,045,248

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 11.7% since its launch.  Ranked 33 in Sectoral category.  Return for 2021 was 70.5% , 2020 was 59% and 2019 was 9.6% .

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

Aditya Birla Sun Life Digital India Fund
Growth
Launch Date 15 Jan 00
NAV (02 Dec 22) ₹125.89 ↑ 0.23   (0.18 %)
Net Assets (Cr) ₹3,249 on 31 Oct 22
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.19
Sharpe Ratio -0.67
Information Ratio 0.81
Alpha Ratio -5.2
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 17₹10,000
30 Nov 18₹12,244
30 Nov 19₹13,072
30 Nov 20₹18,951
30 Nov 21₹33,771
30 Nov 22₹30,012

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 ₹570,326.
Net Profit of ₹270,326
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 2 Dec 22

DurationReturns
1 Month 6.2%
3 Month 11.2%
6 Month 7.7%
1 Year -10.9%
3 Year 33.1%
5 Year 25.5%
10 Year
15 Year
Since launch 11.7%
Historical performance (Yearly) on absolute basis
YearReturns
2021 70.5%
2020 59%
2019 9.6%
2018 15.6%
2017 22.4%
2016 -3.5%
2015 11.2%
2014 21.1%
2013 50.2%
2012 3.7%
Fund Manager information for Aditya Birla Sun Life Digital India Fund
NameSinceTenure
Kunal Sangoi15 Jan 148.8 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Technology77.35%
Communication Services10.81%
Industrials6.81%
Consumer Cyclical0.76%
Asset Allocation
Asset ClassValue
Cash4.27%
Equity95.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
24%₹722 Cr5,108,401
↑ 50,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
10%₹299 Cr995,450
↑ 70,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
10%₹289 Cr2,863,833
↑ 300,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH
8%₹244 Cr2,621,227
↑ 200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
6%₹189 Cr2,364,697
↓ -370,300
MindTree Ltd (Technology)
Equity, Since 30 Nov 20 | 532819
4%₹134 Cr423,329
↑ 57,590
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
3%₹97 Cr1,221,725
Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE
3%₹93 Cr275,281
Zee Entertainment Enterprises Ltd (Communication Services)
Equity, Since 30 Jun 21 | ZEEL
3%₹84 Cr3,236,967
↑ 1,436,967
Wipro Ltd (Technology)
Equity, Since 31 Jan 21 | 507685
2%₹72 Cr1,820,817
↓ -150,000

5. Kotak Small Cap Fund

(Erstwhile Kotak Midcap Scheme)

The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities.

Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.2% since its launch.  Ranked 23 in Small Cap category.  Return for 2021 was 70.9% , 2020 was 34.2% and 2019 was 5% .

Below is the key information for Kotak Small Cap Fund

Kotak Small Cap Fund
Growth
Launch Date 24 Feb 05
NAV (02 Dec 22) ₹167.365 ↑ 0.99   (0.60 %)
Net Assets (Cr) ₹8,614 on 31 Oct 22
Category Equity - Small Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio -0.1
Information Ratio 0.81
Alpha Ratio -0.48
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 Nov 17₹10,000
30 Nov 18₹8,477
30 Nov 19₹8,968
30 Nov 20₹11,509
30 Nov 21₹20,524
30 Nov 22₹20,567

Kotak Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Kotak Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Dec 22

DurationReturns
1 Month 1%
3 Month -0.2%
6 Month 7.9%
1 Year 0.7%
3 Year 32.5%
5 Year 16.1%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
2021 70.9%
2020 34.2%
2019 5%
2018 -17.3%
2017 44%
2016 8.9%
2015 7.4%
2014 74%
2013 -4.9%
2012 50.2%
Fund Manager information for Kotak Small Cap Fund
NameSinceTenure
Pankaj Tibrewal21 Jan 1012.79 Yr.
Arjun Khanna30 Apr 220.51 Yr.

Data below for Kotak Small Cap Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Industrials32.44%
Consumer Cyclical27.8%
Basic Materials19.74%
Financial Services4.84%
Health Care3.54%
Technology2.92%
Real Estate1.46%
Consumer Defensive1.24%
Energy0.31%
Asset Allocation
Asset ClassValue
Cash4.97%
Equity95.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | CARBORUNIV
4%₹375 Cr4,186,972
Century Plyboards (India) Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 532548
4%₹357 Cr5,620,490
↓ -163,163
Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | GALAXYSURF
3%₹278 Cr927,140
↑ 55,130
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | SFL
3%₹277 Cr963,836
↑ 562
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI
3%₹272 Cr1,440,380
↑ 7,371
Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT
3%₹222 Cr2,794,478
↑ 305,692
Garware Technical Fibres Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | GARFIBRES
3%₹221 Cr641,339
↑ 98,028
Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO
3%₹218 Cr1,978,982
Blue Dart Express Ltd (Industrials)
Equity, Since 31 Oct 19 | BLUEDART
3%₹216 Cr244,198
↓ -10,742
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Aug 11 | SOLARINDS
3%₹214 Cr547,434

6. 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 19.2% since its launch.  Return for 2021 was 74.4% , 2020 was 54.8% and 2019 was 7.5% .

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (02 Dec 22) ₹33.7583 ↓ -0.09   (-0.25 %)
Net Assets (Cr) ₹6,371 on 31 Oct 22
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 0
Sharpe Ratio -0.75
Information Ratio 0.68
Alpha Ratio -1.72
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-3 Months (0.25%),3 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 17₹10,000
30 Nov 18₹13,132
30 Nov 19₹13,702
30 Nov 20₹19,229
30 Nov 21₹35,306
30 Nov 22₹31,124

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 ₹584,107.
Net Profit of ₹284,107
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 2 Dec 22

DurationReturns
1 Month 5%
3 Month 9.4%
6 Month 5.4%
1 Year -12.4%
3 Year 32.4%
5 Year 26.1%
10 Year
15 Year
Since launch 19.2%
Historical performance (Yearly) on absolute basis
YearReturns
2021 74.4%
2020 54.8%
2019 7.5%
2018 24.9%
2017 19.6%
2016 -6%
2015
2014
2013
2012
Fund Manager information for TATA Digital India Fund
NameSinceTenure
Meeta Shetty9 Mar 211.65 Yr.
Venkat Samala26 Nov 201.93 Yr.

Data below for TATA Digital India Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Technology76.53%
Communication Services11.23%
Industrials4.18%
Consumer Cyclical0.85%
Asset Allocation
Asset ClassValue
Cash7.21%
Equity92.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
25%₹1,500 Cr10,614,598
↑ 350,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
13%₹782 Cr2,603,873
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
8%₹486 Cr5,215,373
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL
8%₹481 Cr6,019,200
↑ 150,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
8%₹470 Cr4,655,469
↓ -300,000
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 28 Feb 21 | LTI
4%₹258 Cr578,950
↑ 178,940
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 507685
3%₹198 Cr5,013,632
MindTree Ltd (Technology)
Equity, Since 31 Jul 19 | 532819
2%₹141 Cr445,911
↑ 50,000
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299
2%₹132 Cr632,749
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
2%₹107 Cr329,212

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 20.8% since its launch.  Ranked 42 in Sectoral category.  Return for 2021 was 66.4% , 2020 was 47.3% and 2019 was 12.2% .

Below is the key information for SBI Technology Opportunities Fund

SBI Technology Opportunities Fund
Growth
Launch Date 9 Jan 13
NAV (02 Dec 22) ₹148.169 ↓ -0.17   (-0.12 %)
Net Assets (Cr) ₹2,727 on 31 Oct 22
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.26
Sharpe Ratio -0.51
Information Ratio 0.65
Alpha Ratio -1.74
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 Nov 17₹10,000
30 Nov 18₹12,556
30 Nov 19₹13,508
30 Nov 20₹18,358
30 Nov 21₹32,281
30 Nov 22₹29,872

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 ₹570,326.
Net Profit of ₹270,326
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 2 Dec 22

DurationReturns
1 Month 7%
3 Month 13.2%
6 Month 10.6%
1 Year -5.8%
3 Year 31.4%
5 Year 25.3%
10 Year
15 Year
Since launch 20.8%
Historical performance (Yearly) on absolute basis
YearReturns
2021 66.4%
2020 47.3%
2019 12.2%
2018 17.1%
2017 13%
2016 -3.3%
2015 2.4%
2014 29.2%
2013
2012
Fund Manager information for SBI Technology Opportunities Fund
NameSinceTenure
Saurabh Pant1 Jan 220.83 Yr.
Mohit Jain1 Jan 220.83 Yr.

Data below for SBI Technology Opportunities Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Technology76.61%
Communication Services18.67%
Asset Allocation
Asset ClassValue
Cash4.73%
Equity95.27%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
29%₹735 Cr5,200,000
↑ 770,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
13%₹331 Cr1,100,000
↑ 144,647
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
11%₹264 Cr3,300,000
Netflix Inc (Communication Services)
Equity, Since 31 Aug 21 | NFLX
7%₹180 Cr92,000
Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT
7%₹178 Cr92,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH
6%₹158 Cr1,700,000
NVIDIA Corp (Technology)
Equity, Since 30 Apr 21 | NVDA
6%₹156 Cr157,000
↑ 110,000
Wipro Ltd (Technology)
Equity, Since 30 Apr 21 | 507685
5%₹121 Cr3,080,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 22 | 532755
3%₹84 Cr830,000
eClerx Services Ltd (Technology)
Equity, Since 31 Jul 21 | ECLERX
2%₹43 Cr304,741

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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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