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How Can UAE-Based NRIs Invest in Mutual Funds in India?
Non-Resident Indians living in the United Arab Emirates (UAE) can invest in Mutual Funds in India on both repatriate and non-repatriate Basis. Mutual Funds are a good investment option for Non-Resident Indians (NRIs) to earn benefits and participate in the growth of the nation.
NRIs living in UAE can invest in a host of mutual fund schemes as per their investment objectives. Also, one who wants to diversify the investment Portfolio and earn optimal returns over the time, mutual funds are a great option to consider.
According to a survey titled 'The NRIs' Investment Inflows into India - A Pulse Study' stated that UAE-based NRIs are expected to increase their investment inflows into India after the upcoming general elections. With significant economic clout, the United Arab Emirate’s sizable Indian community can be seen as a natural source for inward investments into India as most make investments. One of the main reasons for investment is to plan for retirement in their home country.
The survey also says that Non-Resident Indian (NRI) investments were spread across a wide Range of asset classes. Some of them are long-term Investment plan (30%), formally constituted retirement plans (26%) and government-backed infrastructure funds (15%), etc.
However, there are some of the important guidelines & rules that an UAE-based NRI need to follow in order to begin their investment in Mutual Funds in India.
Investment in Mutual Funds for NRIs Living in UAE
To invest in Mutual Funds in India one is supposed to open any of the following accounts with an Indian Bank:
NRE Account
This is Non-Resident External (NRE) account which can be in the form of savings, current, fixed or Recurring deposit. You need to deposit the foreign currency in this account. To be able to deposit Indian currency, you must open NRO account. There is no upper limit on the transaction amount in an NRE account.
NRO Account
The NRO or Non-Resident Ordinary account is in the form of savings or current account that is meant for NRIs to manage their Income earned in India. In NRO account, foreign currency gets converted into Indian rupees after it gets deposited. An NRO account can be held jointly with another NRI as well as resident Indian (close relatives).
Once you open any of these accounts, you need successfully complete your KYC (Know Your Customer), under KYC norms, which is set by SEBI (Securities Exchange Board of India). One can complete their KYC with any of the SEBI-registered intermediates.
KYC Procedure for UAE NRIs to Invest in Mutual Funds
To successfully complete your KYC procedure, UAE NRIs need to complete certain important steps and furnish documents like:
a. KYC Form
An NRI needs to submit the KYC Form with all the necessary details filled to the SEBI registered intermediate. The documents can be sent by courier/post to the intermediate.
b. Documents
Following are the necessary documents that need to be submitted:
- Overseas address proof
- Indian resident address proof
- A recent photograph
- Passport copy
In case of NRIs in the Merchant Navy, a mariner’s declaration or certified copy of Continuous Discharge Certificate must be submitted.
c. Attestation
NRIs or PIOs (Person of India Origin) can get the above documents attested by the authorised officials of overseas branches of scheduled commercial banks registered in India, judge, court magistrate, public notaries, or the Indian embassy/consulate general in the country that they are located.
d. In Personal Verification (IPV)
As per SEBI rules, IPV is mandatory for KYC process. The intermediate should conduct the IPV of NRIs/PIOs.
Please note that all the above documents/proofs while submitting should be in the English language.
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Non-Resident Indian (NRI) Mutual Fund Taxation
Capital Gains Tax Rates on NRI Mutual Fund Investments for the Financial Year 2017-18 (Assessment Year 2018-19) are as below:
NRI taxation on Mutual Funds- Capital Gains Tax Rates- FY 2017/2018 (AY- 2018-19)
| Types of Mutual Fund Scheme | Short Term Capital Gains (STCG) | Long Term Capital Gains (LTCG) |
|---|---|---|
| Equity Funds- STCG- Units held less than or equal to a year, LTCG- Units held more than a year | 15% | Nil |
| Non-Equity Funds- STCG- Units held for 3 years or less, LTCG- Units held for more than 3 years | As per Individual’s income tax bracket | On listed funds-20% (with indexation), Unlisted funds- 10% (without indexation) |
Mutual Fund Taxation on Dividends
Dividends on Equity Funds: The dividend received in the hands of unit holder for equity funds is completely tax-free. The dividend is also tax-free to the AMC.
Dividends on Debt Funds: The AMC has to pay a dividend distribution tax (DDT) of 28.84% before distributing this dividend income to its unit-holders. The dividend income received by a Debt fund unit holder is also tax-free.
Below is the TDS rate applicable on MF redemptions by NRIs for AY 2018-19.
NRI Taxation on Mutual Funds- Capital Gains Tax Rates- FY 2017/2018 (AY- 2018-19)
| Mutual Fund Redemptions by NRIs & TDS Rate | STCG & TDS Rate | LTCG & TDS Rate |
|---|---|---|
| Type of MF Scheme | ||
| Equity Oriented Funds | 15% | Nil |
| Debt Funds | 30% | On listed funds- 20% (with indexation), unlisted funds- 10% (without indexation) |
Best Performing Mutual Funds for UAE NRIs
Fund 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) Sub Cat. Nippon India Small Cap Fund Growth -3 0.8 7.3 49.2 15.7 6.5 Small Cap ICICI Prudential Infrastructure Fund Growth -0.1 12.6 21.6 46.2 14.3 28.8 Sectoral L&T Emerging Businesses Fund Growth -0.8 0.3 4 46.1 11.6 1 Small Cap HDFC Small Cap Fund Growth -0.5 5.5 11.7 44.9 12.3 4.6 Small Cap SBI Contra Fund Growth -1.9 5 13.2 44.8 14.9 12.8 Contra IDFC Sterling Value Fund Growth -3.1 1.2 3 44.6 10.6 3.2 Value Kotak Small Cap Fund Growth -3.8 -5.1 -3.5 43.9 15 -3.1 Small Cap ICICI Prudential Smallcap Fund Growth -3.3 -2.3 4 42.9 13.3 5.7 Small Cap PGIM India Midcap Opportunities Fund Growth -5.6 -6.3 -1.6 42.2 16.6 -1.7 Mid Cap Franklin India Smaller Companies Fund Growth -0.2 4.3 8.7 41.5 10.1 3.6 Small Cap Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Mar 23
*List of funds is based on past 3 Year Returns in decending order.
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 Below is the key information for Nippon India Small Cap Fund Returns up to 1 year are on To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments. ICICI Prudential Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Aug 05. It is a fund with High risk and has given a Below is the key information for ICICI Prudential Infrastructure Fund Returns up to 1 year are on To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities. L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a Below is the key information for L&T Emerging Businesses Fund Returns up to 1 year are on To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies. HDFC Small Cap Fund is a Equity - Small Cap fund was launched on 3 Apr 08. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Small Cap Fund Returns up to 1 year are on To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. SBI Contra Fund is a Equity - Contra fund was launched on 6 May 05. It is a fund with Moderately High risk and has given a Below is the key information for SBI Contra Fund Returns up to 1 year are on (Erstwhile IDFC Sterling Equity Fund) To generate capital appreciation from a diversified portfolio of equity and equity related instruments.It will predominantly invest in small and midcap equity and equity related instruments. Small and Midcap equity & equity related instruments will be the stocks included in the Nifty Free Float Midcap 100 or equity and equity related instruments of such companies which have a market capitalization lower than the highest components of Nifty Free Float Midcap 100. It may also invest in stocks other than mid cap stocks (i.e. in stocks, which have a market capitalisation of above the market capitalisation range of the defined small - midcap stocks) & derivatives. On defensive consideration,It may also invest in debt and money market instruments. In case of discontinuation /suspension of Nifty Free Float Midcap 100, the AMC reserves the right tomodify the definition of Mid cap and Small cap companies. In case of such amodification, the interest of investors will be of paramount importance. IDFC Sterling Value Fund is a Equity - Value fund was launched on 7 Mar 08. It is a fund with Moderately High risk and has given a Below is the key information for IDFC Sterling Value Fund Returns up to 1 year are on (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 Below is the key information for Kotak Small Cap Fund Returns up to 1 year are on (Erstwhile ICICI Prudential Indo Asia Equity Fund) ICICI Prudential Indo Asia Equity Fund is an OE equity scheme that seeks to generate long term capital appreciation by investing in equity, equity related securities and or share classes/units of equity funds of companies, which are incorporated or have their area of primary activity, in the Asia Pacific region. Initially the Scheme will invest in share classes of International Opportunities Fund Asian Equity Fund and thereafter the Fund Manager of the Indo Asia Equity Fund may choose to make investment in listed equity shares, securities in the Asia Pacific region. However, there can be no assurance that the investment objective of the Scheme will be realized. ICICI Prudential Smallcap Fund is a Equity - Small Cap fund was launched on 18 Oct 07. It is a fund with Moderately High risk and has given a Below is the key information for ICICI Prudential Smallcap Fund Returns up to 1 year are on 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 Below is the key information for PGIM India Midcap Opportunities Fund Returns up to 1 year are on The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies. Franklin India Smaller Companies Fund is a Equity - Small Cap fund was launched on 13 Jan 06. It is a fund with Moderately High risk and has given a Below is the key information for Franklin India Smaller Companies Fund Returns up to 1 year are on 1. Nippon India Small Cap Fund
CAGR/Annualized return of 19.1% since its launch. Ranked 6 in Small Cap category. Return for 2022 was 6.5% , 2021 was 74.3% and 2020 was 29.2% . Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (29 Mar 23) ₹89.6879 ↑ 1.31 (1.49 %) Net Assets (Cr) ₹23,910 on 28 Feb 23 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.86 Sharpe Ratio 0.52 Information Ratio 1.58 Alpha Ratio 10.05 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹8,055 29 Feb 20 ₹8,463 28 Feb 21 ₹12,369 28 Feb 22 ₹17,427 28 Feb 23 ₹19,697 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Mar 23 Duration Returns 1 Month -1% 3 Month -3% 6 Month 0.8% 1 Year 7.3% 3 Year 49.2% 5 Year 15.7% 10 Year 15 Year Since launch 19.1% Historical performance (Yearly) on absolute basis
Year Returns 2022 6.5% 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% Fund Manager information for Nippon India Small Cap Fund
Name Since Tenure Samir Rachh 2 Jan 17 6.16 Yr. Kinjal Desai 25 May 18 4.77 Yr. Tejas Sheth 1 Feb 23 0.08 Yr. Akshay Sharma 1 Dec 22 0.25 Yr. Data below for Nippon India Small Cap Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Industrials 25.46% Consumer Cyclical 16.66% Basic Materials 15.18% Financial Services 14.17% Consumer Defensive 7.97% Technology 7.24% Health Care 5.35% Energy 1.53% Communication Services 1.34% Utility 0.5% Real Estate 0.47% Asset Allocation
Asset Class Value Cash 3.02% Equity 96.98% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | TIINDIA4% ₹906 Cr 3,267,559 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹432 Cr 2,700,000 KPIT Technologies Ltd (Technology)
Equity, Since 30 Jun 19 | KPITTECH2% ₹395 Cr 4,756,932 Bank of Baroda (Financial Services)
Equity, Since 31 Mar 21 | 5321342% ₹366 Cr 23,045,248
↓ -2,000,000 NIIT Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | NIITLTD1% ₹352 Cr 11,094,453
↑ 455,900 Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | BAJAJELEC1% ₹334 Cr 3,062,071 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 21 | LT1% ₹334 Cr 1,583,030 Zydus Wellness Ltd (Consumer Defensive)
Equity, Since 31 Aug 16 | ZYDUSWELL1% ₹332 Cr 2,324,428
↑ 104,406 Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | 5000381% ₹332 Cr 9,291,212 Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Jun 18 | FINEORG1% ₹326 Cr 703,759
↑ 98,382 2. ICICI Prudential Infrastructure Fund
CAGR/Annualized return of 14% since its launch. Ranked 27 in Sectoral category. Return for 2022 was 28.8% , 2021 was 50.1% and 2020 was 3.6% . ICICI Prudential Infrastructure Fund
Growth Launch Date 31 Aug 05 NAV (29 Mar 23) ₹100.35 ↑ 1.30 (1.31 %) Net Assets (Cr) ₹2,270 on 28 Feb 23 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 2.32 Sharpe Ratio 1.22 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹8,537 29 Feb 20 ₹8,361 28 Feb 21 ₹11,369 28 Feb 22 ₹14,801 28 Feb 23 ₹18,271 Returns for ICICI Prudential Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Mar 23 Duration Returns 1 Month 1.6% 3 Month -0.1% 6 Month 12.6% 1 Year 21.6% 3 Year 46.2% 5 Year 14.3% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2022 28.8% 2021 50.1% 2020 3.6% 2019 2.6% 2018 -14% 2017 40.8% 2016 2% 2015 -3.4% 2014 56.2% 2013 -5% Fund Manager information for ICICI Prudential Infrastructure Fund
Name Since Tenure Ihab Dalwai 3 Jun 17 5.75 Yr. Sharmila D’mello 30 Jun 22 0.67 Yr. Data below for ICICI Prudential Infrastructure Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Industrials 31.95% Financial Services 22.62% Utility 13.14% Energy 11.03% Basic Materials 7.41% Communication Services 5.89% Consumer Cyclical 1.88% Asset Allocation
Asset Class Value Cash 5.34% Equity 93.88% Debt 0.78% Top Securities Holdings / Portfolio
Name Holding Value Quantity NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 53255510% ₹216 Cr 12,653,921 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT8% ₹185 Cr 875,000
↓ -15,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 17 | 5003126% ₹135 Cr 8,900,534 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 16 | BHARTIARTL6% ₹134 Cr 1,800,000 Kalpataru Power Transmission Ltd (Industrials)
Equity, Since 30 Sep 06 | KALPATPOWR5% ₹115 Cr 2,168,158 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK5% ₹107 Cr 670,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFC4% ₹86 Cr 330,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322153% ₹62 Cr 740,000 NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC3% ₹58 Cr 6,470,863 State Bank of India (Financial Services)
Equity, Since 30 Nov 16 | SBIN2% ₹55 Cr 1,060,000
↑ 60,000 3. L&T Emerging Businesses Fund
CAGR/Annualized return of 18.9% since its launch. Ranked 2 in Small Cap category. Return for 2022 was 1% , 2021 was 77.4% and 2020 was 15.5% . L&T Emerging Businesses Fund
Growth Launch Date 12 May 14 NAV (29 Mar 23) ₹46.4346 ↑ 0.79 (1.73 %) Net Assets (Cr) ₹8,672 on 31 Jan 23 Category Equity - Small Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 1.87 Sharpe Ratio -0.15 Information Ratio 0.61 Alpha Ratio 3.77 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹8,349 29 Feb 20 ₹7,845 28 Feb 21 ₹10,481 28 Feb 22 ₹15,346 28 Feb 23 ₹16,795 Returns for L&T Emerging Businesses Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Mar 23 Duration Returns 1 Month -0.9% 3 Month -0.8% 6 Month 0.3% 1 Year 4% 3 Year 46.1% 5 Year 11.6% 10 Year 15 Year Since launch 18.9% Historical performance (Yearly) on absolute basis
Year Returns 2022 1% 2021 77.4% 2020 15.5% 2019 -8.1% 2018 -13.7% 2017 66.5% 2016 10.2% 2015 12.3% 2014 2013 Fund Manager information for L&T Emerging Businesses Fund
Name Since Tenure Venugopal Manghat 17 Dec 19 3.21 Yr. Vihang Naik 17 Dec 19 3.21 Yr. Data below for L&T Emerging Businesses Fund as on 31 Jan 23
Equity Sector Allocation
Sector Value Industrials 34.81% Basic Materials 17.04% Consumer Cyclical 15.6% Financial Services 9.15% Technology 7.18% Real Estate 5.69% Consumer Defensive 4.82% Health Care 2.66% Energy 1.27% Communication Services 0.08% Asset Allocation
Asset Class Value Cash 1.7% Equity 98.3% Top Securities Holdings / Portfolio
Name Holding Value Quantity K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL3% ₹269 Cr 5,081,639 RHI Magnesita India Ltd (Industrials)
Equity, Since 31 Aug 18 | RHIM3% ₹235 Cr 3,018,479 Indian Bank (Financial Services)
Equity, Since 31 Jan 22 | 5328143% ₹230 Cr 7,556,600 Grindwell Norton Ltd (Industrials)
Equity, Since 30 Sep 17 | 5060763% ₹225 Cr 1,127,322 Carborundum Universal Ltd (Industrials)
Equity, Since 31 Jul 16 | CARBORUNIV3% ₹219 Cr 2,249,700 KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI2% ₹215 Cr 1,329,400 JK Lakshmi Cement Ltd (Basic Materials)
Equity, Since 31 Oct 20 | JKLAKSHMI2% ₹209 Cr 2,845,600 E I D Parry India Ltd (Consumer Defensive)
Equity, Since 31 Jan 20 | EIDPARRY2% ₹207 Cr 3,804,620 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS2% ₹200 Cr 1,184,900 Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 17 | RATNAMANI2% ₹195 Cr 880,422 4. HDFC Small Cap Fund
CAGR/Annualized return of 14.8% since its launch. Ranked 9 in Small Cap category. Return for 2022 was 4.6% , 2021 was 64.9% and 2020 was 20.2% . HDFC Small Cap Fund
Growth Launch Date 3 Apr 08 NAV (29 Mar 23) ₹78.849 ↑ 1.07 (1.38 %) Net Assets (Cr) ₹14,649 on 28 Feb 23 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio 0.57 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹8,907 29 Feb 20 ₹8,173 28 Feb 21 ₹11,422 28 Feb 22 ₹15,115 28 Feb 23 ₹17,184 Returns for HDFC Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Mar 23 Duration Returns 1 Month 0.2% 3 Month -0.5% 6 Month 5.5% 1 Year 11.7% 3 Year 44.9% 5 Year 12.3% 10 Year 15 Year Since launch 14.8% Historical performance (Yearly) on absolute basis
Year Returns 2022 4.6% 2021 64.9% 2020 20.2% 2019 -9.5% 2018 -8.1% 2017 60.8% 2016 5.4% 2015 6.4% 2014 51.5% 2013 7.5% Fund Manager information for HDFC Small Cap Fund
Name Since Tenure Chirag Setalvad 28 Jun 14 8.68 Yr. Priya Ranjan 1 May 22 0.83 Yr. Data below for HDFC Small Cap Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Industrials 26.6% Consumer Cyclical 20.62% Technology 13.02% Financial Services 12.98% Basic Materials 8.5% Health Care 4.77% Consumer Defensive 3.78% Communication Services 1.99% Asset Allocation
Asset Class Value Cash 7.62% Equity 92.38% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW5% ₹721 Cr 9,921,862
↓ -981,754 Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | BAJAJELEC4% ₹604 Cr 5,537,922
↑ 25,000 Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 5321344% ₹570 Cr 35,828,792 Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL4% ₹534 Cr 47,400,000
↑ 400,000 eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX3% ₹416 Cr 2,980,080
↓ -31,963 Kirloskar Ferrous Industries Ltd (Industrials)
Equity, Since 30 Apr 18 | KIRLFER3% ₹389 Cr 8,965,017
↑ 36,177 IDFC Ltd (Financial Services)
Equity, Since 31 Oct 21 | IDFC3% ₹384 Cr 50,571,544 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM3% ₹368 Cr 16,530,886 Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Jan 15 | GESHIP3% ₹368 Cr 6,668,480 KEI Industries Ltd (Industrials)
Equity, Since 30 Sep 17 | KEI2% ₹343 Cr 2,110,000 5. SBI Contra Fund
CAGR/Annualized return of 15.7% since its launch. Ranked 48 in Contra category. Return for 2022 was 12.8% , 2021 was 49.9% and 2020 was 30.6% . SBI Contra Fund
Growth Launch Date 6 May 05 NAV (29 Mar 23) ₹224.22 ↑ 2.67 (1.20 %) Net Assets (Cr) ₹8,341 on 28 Feb 23 Category Equity - Contra AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.19 Sharpe Ratio 0.88 Information Ratio 2.07 Alpha Ratio 12.18 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹8,614 29 Feb 20 ₹8,330 28 Feb 21 ₹12,786 28 Feb 22 ₹16,193 28 Feb 23 ₹18,953 Returns for SBI Contra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Mar 23 Duration Returns 1 Month -0.3% 3 Month -1.9% 6 Month 5% 1 Year 13.2% 3 Year 44.8% 5 Year 14.9% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 2022 12.8% 2021 49.9% 2020 30.6% 2019 -1% 2018 -14.3% 2017 40.2% 2016 2.4% 2015 -0.1% 2014 47.7% 2013 -1.7% Fund Manager information for SBI Contra Fund
Name Since Tenure Dinesh Balachandran 7 May 18 4.82 Yr. Mohit Jain 5 May 18 4.82 Yr. Data below for SBI Contra Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 21.05% Utility 9.76% Industrials 9.33% Basic Materials 8.4% Technology 6.32% Consumer Cyclical 5.23% Energy 4.56% Consumer Defensive 4.53% Health Care 4.51% Real Estate 1.5% Communication Services 1.39% Asset Allocation
Asset Class Value Cash 23.41% Equity 76.59% Top Securities Holdings / Portfolio
Name Holding Value Quantity GAIL (India) Ltd (Utilities)
Equity, Since 28 Feb 21 | 5321554% ₹331 Cr 32,211,295 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | ICICIBANK3% ₹268 Cr 3,140,345 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | HDFCBANK3% ₹231 Cr 1,443,872 Tech Mahindra Ltd (Technology)
Equity, Since 31 Mar 22 | 5327553% ₹219 Cr 1,989,904 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 28 Feb 23 | EQUITASBNK3% ₹214 Cr 29,985,546
↑ 29,985,546 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 19 | 5322153% ₹211 Cr 2,504,255 91 DTB 06042023
Sovereign Bonds | -2% ₹199 Cr 20,000,000 91 DTB 11052023
Sovereign Bonds | -2% ₹197 Cr 20,000,000
↑ 20,000,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 22 | HDFC2% ₹193 Cr 740,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Dec 22 | 5328982% ₹187 Cr 8,400,000 6. IDFC Sterling Value Fund
CAGR/Annualized return of 15.7% since its launch. Ranked 21 in Value category. Return for 2022 was 3.2% , 2021 was 64.5% and 2020 was 15.2% . IDFC Sterling Value Fund
Growth Launch Date 7 Mar 08 NAV (29 Mar 23) ₹90.128 ↑ 1.03 (1.16 %) Net Assets (Cr) ₹5,145 on 28 Feb 23 Category Equity - Value AMC IDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.98 Sharpe Ratio 0.18 Information Ratio 0.65 Alpha Ratio 3.67 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.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹8,443 29 Feb 20 ₹8,178 28 Feb 21 ₹11,255 28 Feb 22 ₹15,065 28 Feb 23 ₹16,145 Returns for IDFC Sterling Value Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Mar 23 Duration Returns 1 Month -0.8% 3 Month -3.1% 6 Month 1.2% 1 Year 3% 3 Year 44.6% 5 Year 10.6% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 2022 3.2% 2021 64.5% 2020 15.2% 2019 -6.2% 2018 -13% 2017 61.3% 2016 1.1% 2015 -0.3% 2014 57.3% 2013 4.9% Fund Manager information for IDFC Sterling Value Fund
Name Since Tenure Manish Gunwani 28 Jan 23 0.09 Yr. Daylynn Pinto 20 Oct 16 6.36 Yr. Data below for IDFC Sterling Value Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Financial Services 22.98% Consumer Cyclical 17.32% Industrials 12.81% Consumer Defensive 9.6% Basic Materials 7.83% Health Care 7.56% Technology 7.13% Energy 4.47% Utility 3.42% Communication Services 0.3% Asset Allocation
Asset Class Value Cash 6.58% Equity 93.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹248 Cr 2,900,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 5322153% ₹177 Cr 2,100,000 Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 30 Apr 17 | 5322863% ₹165 Cr 3,000,000 ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 22 | ITC3% ₹151 Cr 4,000,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Aug 15 | 5000933% ₹137 Cr 4,500,000
↓ -600,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 21 | TCS3% ₹133 Cr 400,000 State Bank of India (Financial Services)
Equity, Since 30 Apr 21 | SBIN3% ₹131 Cr 2,500,000 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 22 | HDFCBANK2% ₹128 Cr 800,000 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 16 | UNOMINDA2% ₹122 Cr 2,400,000 Poonawalla Fincorp Ltd (Financial Services)
Equity, Since 31 May 16 | POONAWALLA2% ₹119 Cr 4,100,000 7. Kotak Small Cap Fund
CAGR/Annualized return of 16.4% since its launch. Ranked 23 in Small Cap category. Return for 2022 was -3.1% , 2021 was 70.9% and 2020 was 34.2% . Kotak Small Cap Fund
Growth Launch Date 24 Feb 05 NAV (29 Mar 23) ₹155.249 ↑ 1.72 (1.12 %) Net Assets (Cr) ₹8,618 on 28 Feb 23 Category Equity - Small Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio -0.16 Information Ratio 0.57 Alpha Ratio -0.4 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.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹8,228 29 Feb 20 ₹9,509 28 Feb 21 ₹14,460 28 Feb 22 ₹19,569 28 Feb 23 ₹20,051 Returns for Kotak Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Mar 23 Duration Returns 1 Month -2.8% 3 Month -3.8% 6 Month -5.1% 1 Year -3.5% 3 Year 43.9% 5 Year 15% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 2022 -3.1% 2021 70.9% 2020 34.2% 2019 5% 2018 -17.3% 2017 44% 2016 8.9% 2015 7.4% 2014 74% 2013 -4.9% Fund Manager information for Kotak Small Cap Fund
Name Since Tenure Pankaj Tibrewal 21 Jan 10 13.11 Yr. Arjun Khanna 30 Apr 22 0.83 Yr. Data below for Kotak Small Cap Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Industrials 33.68% Consumer Cyclical 23.18% Basic Materials 22.56% Financial Services 4.98% Technology 3.47% Health Care 3.1% Consumer Defensive 2.33% Real Estate 1.45% Energy 0.27% Asset Allocation
Asset Class Value Cash 3.72% Equity 96.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | CARBORUNIV5% ₹405 Cr 4,141,905
↓ -45,067 Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI4% ₹308 Cr 1,409,522
↓ -13,617 Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT3% ₹289 Cr 3,061,007 Century Plyboards (India) Ltd (Basic Materials)
Equity, Since 31 Oct 18 | 5325483% ₹286 Cr 5,647,509 Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO3% ₹273 Cr 1,899,765
↓ -79,217 Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | GALAXYSURF3% ₹237 Cr 1,002,737
↑ 3,828 Supreme Industries Ltd (Industrials)
Equity, Since 31 May 14 | 5099303% ₹235 Cr 851,636
↓ -2,688 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT3% ₹227 Cr 474,169 Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | SFL3% ₹226 Cr 1,927,672 Garware Technical Fibres Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | GARFIBRES3% ₹218 Cr 742,987
↑ 4,024 8. ICICI Prudential Smallcap Fund
CAGR/Annualized return of 11.3% since its launch. Ranked 26 in Small Cap category. Return for 2022 was 5.7% , 2021 was 61% and 2020 was 22.8% . ICICI Prudential Smallcap Fund
Growth Launch Date 18 Oct 07 NAV (29 Mar 23) ₹51.96 ↑ 0.64 (1.25 %) Net Assets (Cr) ₹4,618 on 28 Feb 23 Category Equity - Small Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.1 Sharpe Ratio 0.42 Information Ratio 0.24 Alpha Ratio 6.97 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹7,518 29 Feb 20 ₹8,997 28 Feb 21 ₹12,280 28 Feb 22 ₹16,200 28 Feb 23 ₹17,905 Returns for ICICI Prudential Smallcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Mar 23 Duration Returns 1 Month -0.7% 3 Month -3.3% 6 Month -2.3% 1 Year 4% 3 Year 42.9% 5 Year 13.3% 10 Year 15 Year Since launch 11.3% Historical performance (Yearly) on absolute basis
Year Returns 2022 5.7% 2021 61% 2020 22.8% 2019 10% 2018 -22.4% 2017 42.7% 2016 6% 2015 0.5% 2014 50.6% 2013 8.8% Fund Manager information for ICICI Prudential Smallcap Fund
Name Since Tenure Harish Bihani 5 Nov 18 4.32 Yr. Sharmila D’mello 30 Jun 22 0.67 Yr. Data below for ICICI Prudential Smallcap Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Industrials 24% Consumer Cyclical 21.42% Health Care 13.98% Financial Services 9.57% Basic Materials 5.61% Consumer Defensive 4.55% Real Estate 4.34% Communication Services 4.31% Technology 4.17% Asset Allocation
Asset Class Value Cash 7.12% Equity 92.88% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cyient Ltd (Industrials)
Equity, Since 31 Aug 18 | CYIENT4% ₹183 Cr 1,937,451
↑ 94,463 PVR Ltd (Communication Services)
Equity, Since 28 Feb 23 | PVR4% ₹174 Cr 1,147,600
↑ 1,147,600 Rolex Rings Ltd (Industrials)
Equity, Since 31 Jul 21 | 5433254% ₹162 Cr 879,976 EPL Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5001353% ₹145 Cr 9,058,782
↑ 2,799,997 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | CCL3% ₹145 Cr 2,654,856
↓ -20,440 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Sep 22 | 5433083% ₹141 Cr 1,046,625
↑ 129,008 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 19 | MCX3% ₹140 Cr 1,001,562
↑ 18,028 KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI3% ₹135 Cr 830,225
↓ -63,871 Tarsons Products Ltd (Healthcare)
Equity, Since 30 Nov 21 | 5433993% ₹131 Cr 2,202,317
↑ 236,547 Blue Star Ltd (Industrials)
Equity, Since 30 Nov 17 | BLUESTARCO3% ₹124 Cr 866,042
↓ -50,527 9. PGIM India Midcap Opportunities Fund
CAGR/Annualized return of 16.4% since its launch. Ranked 40 in Mid Cap category. Return for 2022 was -1.7% , 2021 was 63.8% and 2020 was 48.4% . PGIM India Midcap Opportunities Fund
Growth Launch Date 2 Dec 13 NAV (29 Mar 23) ₹41.2 ↑ 0.45 (1.10 %) Net Assets (Cr) ₹7,708 on 28 Feb 23 Category Equity - Mid Cap AMC Pramerica Asset Managers Private Limited Rating ☆ Risk High Expense Ratio 0 Sharpe Ratio -0.04 Information Ratio 0.97 Alpha Ratio -4.13 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.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹8,450 29 Feb 20 ₹9,659 28 Feb 21 ₹15,456 28 Feb 22 ₹20,461 28 Feb 23 ₹21,209 Returns for PGIM India Midcap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Mar 23 Duration Returns 1 Month -2.6% 3 Month -5.6% 6 Month -6.3% 1 Year -1.6% 3 Year 42.2% 5 Year 16.6% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 2022 -1.7% 2021 63.8% 2020 48.4% 2019 3.6% 2018 -16.1% 2017 37% 2016 -1.3% 2015 7.9% 2014 42.8% 2013 Fund Manager information for PGIM India Midcap Opportunities Fund
Name Since Tenure Aniruddha Naha 1 Jun 21 1.75 Yr. Puneet Pal 16 Jul 22 0.62 Yr. Vivek Sharma 1 Jun 21 1.75 Yr. Data below for PGIM India Midcap Opportunities Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Industrials 22.77% Financial Services 17.83% Consumer Cyclical 13.59% Basic Materials 10.48% Health Care 9.72% Real Estate 5.45% Technology 4.13% Consumer Defensive 2.81% Utility 2.14% Communication Services 1.39% Asset Allocation
Asset Class Value Cash 9.69% Equity 90.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity Ashok Leyland Ltd (Industrials)
Equity, Since 30 Apr 20 | 5004774% ₹325 Cr 22,332,000
↑ 3,000,000 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK4% ₹319 Cr 24,706,857 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | 5004804% ₹313 Cr 1,992,148
↓ -280,150 Kajaria Ceramics Ltd (Industrials)
Equity, Since 31 Oct 21 | 5002334% ₹277 Cr 2,576,766 Timken India Ltd (Industrials)
Equity, Since 30 Sep 21 | 5221134% ₹276 Cr 935,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 22 | ICICIBANK3% ₹269 Cr 3,150,000
↑ 750,000 Oberoi Realty Ltd (Real Estate)
Equity, Since 30 Jun 22 | OBEROIRLTY3% ₹256 Cr 2,986,000
↑ 1,086,000 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 19 | 5002713% ₹246 Cr 3,551,500
↑ 656,500 SKF India Ltd (Industrials)
Equity, Since 28 Feb 21 | SKFINDIA3% ₹239 Cr 536,509 Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 21 | PERSISTENT3% ₹239 Cr 498,340
↑ 43,500 10. Franklin India Smaller Companies Fund
CAGR/Annualized return of 14% since its launch. Ranked 11 in Small Cap category. Return for 2022 was 3.6% , 2021 was 56.4% and 2020 was 18.7% . Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (29 Mar 23) ₹95.2455 ↑ 1.42 (1.51 %) Net Assets (Cr) ₹7,309 on 28 Feb 23 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.9 Sharpe Ratio 0.49 Information Ratio 0.24 Alpha Ratio 9.21 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹8,219 29 Feb 20 ₹7,968 28 Feb 21 ₹10,921 28 Feb 22 ₹14,089 28 Feb 23 ₹15,825 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Mar 23 Duration Returns 1 Month -1.1% 3 Month -0.2% 6 Month 4.3% 1 Year 8.7% 3 Year 41.5% 5 Year 10.1% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2022 3.6% 2021 56.4% 2020 18.7% 2019 -5% 2018 -17.4% 2017 43.5% 2016 10.2% 2015 9.6% 2014 89.9% 2013 13.2% Fund Manager information for Franklin India Smaller Companies Fund
Name Since Tenure R. Janakiraman 1 Feb 11 12.08 Yr. Sandeep Manam 18 Oct 21 1.36 Yr. Akhil Kalluri 8 Sep 22 0.47 Yr. Data below for Franklin India Smaller Companies Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Industrials 25.23% Financial Services 19.24% Consumer Cyclical 14.42% Basic Materials 9.08% Consumer Defensive 6.26% Health Care 5.88% Real Estate 5.88% Technology 3.99% Communication Services 2.09% Energy 1.27% Asset Allocation
Asset Class Value Cash 5.78% Equity 94.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK5% ₹385 Cr 53,877,158
↑ 39,632,589 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 5329294% ₹321 Cr 6,589,292
↓ -211,278 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR3% ₹250 Cr 1,387,967 J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM3% ₹216 Cr 1,111,988 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 5900033% ₹198 Cr 19,398,917 Blue Star Ltd (Industrials)
Equity, Since 31 Jan 15 | BLUESTARCO3% ₹194 Cr 1,351,302
↓ -122,411 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK3% ₹193 Cr 2,259,945 Finolex Cables Ltd (Industrials)
Equity, Since 31 Mar 12 | FINCABLES3% ₹191 Cr 2,709,898
↓ -405,000 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL3% ₹189 Cr 3,460,279
↓ -46,266 Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | 5329263% ₹185 Cr 9,706,465
↓ -39,654
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