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How To Open Lifetime Free Mutual Funds Investment Account

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Life Time Free Mutual Funds Investment Account

Updated on October 21, 2021 , 3361 views

Welcome to the World of Fincash.com!

First of all, we would like to thank you for choosing us as your Mutual Fund investment channel.

Are you a beginner? Are you a seasoned investor? Don’t worry, all your needs will be catered. Be Rest Assured as we are always there to guide you at every step whether related to investments, product selection, registration or any other query. So, let’s move ahead to have a better understanding of the features of the Life Time Free Mutual Funds Investment Account along with the registration process.

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Why Fincash.com Investment Account?

Fincash.com always believes in “Customer First” policy. We always ensure to provide top-notch customer service by keeping in mind the client’s requirements and how effectively it can be fulfilled. Our aim is to create value for your money so that you can achieve your goals within the timeframe. Some of the investor-friendly features of Fincash.com include:

  • User-friendly website so that you get maximum information in minimum clicks
  • Lifetime Active & Free Account where investors need not pay any money even if they don’t transact.
  • Easy Registration Process where people need not spend much time.
  • KYC Compliance which can be done within our framework through eKYC and is indeed helpful for first-timers.
  • Safety & Security are always on our priority where; we ensure that client’s data and all their transactions both are kept confidential.
  • Wide Range of Schemes which people can choose as per their requirements.
  • Customized Solutions of Fincash.com that helps investors to ease out their product selection process under the categories of ELSS, SIPs, and Tax Saving Scheme.

Registration Process for Fincash.com

Well, the registration process to open your Life Time Free Mutual Fund Investment Account is quite simple. To complete your registration, you require:

  • An active mobile number
  • PAN number
  • Aadhar Number
  • Scanned Copy/Image of personalized cancelled cheque, Bank statement, Front Page of Passbook
  • Scanned Copy/Image of your Signature

let us look at the registration process:

Step 1: Create Your Login

The First step begins with creating your login. To create your login id, first you need to visit the website of www.fincash.com and click on the SIGN UP button on the top right side of the screen After clicking on this button, you need to enter your email address and password. This login id will be used by you whenever while transacting. So, be sure that you give your correct and valid email address. You can even do social signup using Facebook or Gmail id. The image showing the login button tab and the login screen is shown below.

Step-1-Login

Step 2: Mobile Verification

After creating your login id, the next step deals with verification of mobile number. In other words, post creation of login id, the screen gets redirected to mobile number verification where people need to enter their mobile number. Upon entering the mobile number, they receive a One Time Password (OTP) through SMS which again needs to be entered on the screen. So, be careful that you enter your correct and active mobile number. Also, while entering the OTP, ensure that all the characters are entered correctly. The image for the second step is as follows.

Step-2-Mobile-Verification

Step 3: PAN MF KYC Status Check

The Third step ensures that, whether you are a KYC compliant investor or not. MF KYC or Know-Your-Customer is a one-time process that you need to complete before Investing money in Mutual Funds. The KYC Status is verified using your PAN. If you have already completed your KYC process, then you will get a pop up for the same and can proceed with the registration process.

Step 3 Registration

Step 4: Registration Form

This process needs to be completed by all individuals. For registration purposes, you need to fill in the form, that is spread out into 5 different tabs. These tabs include personal information, address details, bank account, FATCA details, and nominee. By filling all the tabs and uploading the relevant documents, you complete the complete KYC process and can invest up to any amount in Mutual Funds. After filling all the details, you need to click on the check box, to proceed to the next step. The image showing the various tabs of registration form along with the check box is as shown below.

Step-4-Registration

4:1- Fill Personal Information

Fincash Registration Personal Information

When you click on the Personal Information option, you will have to fill details like

  • Name (as on PAN card)
  • PAN number
  • Father/Spouse name
  • Mobile number
  • Email address
  • Date of Birth (dd/mm/yyyy format)
  • Tax status (options in drop-down)

At the bottom if have to choose your martial status and gender. Click on the save button.

4:2- Fill Address Details

Fincash Registration Address Details

In the address details section, fill the following information:

  • Address types (the options are given in the drop-down)
  • Address details
  • Pin code
  • Landmark
  • City
  • District
  • State
  • Country

At the bottom, click on the yellow button and save the details.

4:3- Bank Details

Fincash Registration Bank Details

For registration, you need to fill your bank details like:

  • Name (as on bank cheque)
  • Account type (options in the drop-down)
  • IFSC code
  • Bank account number
  • Confirm bank account number

Once you fill all the information, save the details.

4:4- FATCA

Fincash Registration FATCA

In FATCA, following are the information to fill, there are drop-downs given:

  • Annual Income
  • Occupation
  • Source of wealth
  • Nationality
  • Birth country
  • Birth city
  • Tax residency

At the bottom you need to select if you are politically exposed or politically related.

4:4- Nominee (Optional)

Fincash Registration Nominee Option

Adding nominee is optional. If you choose to fill, add the nominee name and choose the relation you share.

Once filled, accept the Terms & Conditions and proceed to upload documents.

Step 5: Upload Documents

This is the final step in your registration process. If you have completed the KYC process, then you just need to upload:

  • Scanned copy/Image of your signature and
  • Scanned copy/Image of your personalized cheque.

However, if you have not completed the eKYC and you are not KYC compliant then along with the above-mentioned documents, you need to upload

  • Photograph
  • Scanned copy/Image of PAN card and
  • Scanned copy/Image of Address Proof

In case of upload documents, the display of the screen is given below as follows.

Step-5-Upload-Documents

Thus, we can see that the registration process is quite simple. Now the final part that is the customized solutions of Fincash.com. The USP of Fincash.com is its customized solutions that help in easing out the product selection process.

Fincash Solutions

These three solutions are for general investment need are :

SavingsPlus

This solution is suitable for people having idle money in their savings bank account and are looking for avenues to augment more income. savingsplus is a bundle of top three Liquid Fund schemes that offer more returns as compared to the Savings Account. Additionally, these funds are considered as a safe investment avenue. Some of the features of SavingsPlus are:

  • Higher returns
  • Instant redemption
  • No lock-in or exit load
  • Invest and redeem in a click

Checkout Saving Plus

SmartSIP

smartsip is a bundle of top three equity fund schemes that are considered to be stable and have earned good returns over a period of time. Its apt for people having long-term investment period. As the name suggests SIP, people can invest small amounts in this schemes to attain their objectives. The features of SmartSIP include:

  • Pre-selected top 3 SIP schemes
  • Schemes selected after an analysis of 20,000 schemes
  • Earn healthy returns

Checkout Smart SIP

TaxSaver

The third solution taxsaver is a bundle of two Equity Mutual Funds that give the advantages of investing and tax benefits. Through TaxSaver, people can claim a tax Deduction up to INR 1,50,000 under Section 80C of income tax Act, 1961 for a particular Financial Year. Being Tax Saving Investments, they have a lock-in period of three years. Their features include:

  • Selected after analysis across ELSS category
  • Pre-selected top 2 best Equity Linked Saving Schemes(ELSS)
  • Save tax and earn healthy returns

Checkout Tax Saver

Best Mutual Funds to Start Investments

Below is the list of best mutual funds once can invest having Net Assets/ AUM above 500 Crore.

1. 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 13.7% since its launch.  Ranked 37 in Sectoral category.  Return for 2020 was 70.6% , 2019 was 2.3% and 2018 was 19.1% .

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (22 Oct 21) ₹160.3 ↓ -2.37   (-1.46 %)
Net Assets (Cr) ₹6,319 on 30 Sep 21
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.53
Sharpe Ratio 4.97
Information Ratio 0.49
Alpha Ratio 29.28
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 Sep 16₹10,000
30 Sep 17₹10,619
30 Sep 18₹16,079
30 Sep 19₹15,549
30 Sep 20₹21,153
30 Sep 21₹41,095

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 ₹673,113.
Net Profit of ₹373,113
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 22 Oct 21

DurationReturns
1 Month -0.9%
3 Month 18.7%
6 Month 47.3%
1 Year 88.3%
3 Year 40.8%
5 Year 32.4%
10 Year
15 Year
Since launch 13.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -18.9%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Sankaran Naren14 Jul 174.14 Yr.
Priyanka Khandelwal8 Jul 201.15 Yr.
Vaibhav Dusad2 May 201.33 Yr.

Data below for ICICI Prudential Technology Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Technology74.55%
Communication Services9.86%
Industrials6.37%
Consumer Cyclical0.78%
Consumer Defensive0.48%
Asset Allocation
Asset ClassValue
Cash7.96%
Equity92.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
17%₹868 Cr5,087,218
↓ -60,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
10%₹519 Cr1,371,982
↑ 517,098
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
10%₹492 Cr3,400,103
↑ 431,405
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
10%₹491 Cr4,150,167
↑ 984,360
Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT
4%₹224 Cr672,793
↑ 20,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
4%₹214 Cr3,219,821
↑ 2,125,000
Cyient Ltd (Industrials)
Equity, Since 30 Jun 18 | CYIENT
3%₹160 Cr1,636,094
↑ 357,636
Coforge Ltd (Technology)
Equity, Since 31 Jul 20 | 532541
3%₹149 Cr286,929
↑ 94,335
eClerx Services Ltd (Technology)
Equity, Since 31 Aug 20 | 532927
2%₹125 Cr552,260
↑ 128,334
Indian Railway Catering And Tourism Corp Ltd (Industrials)
Equity, Since 31 Dec 20 | 542830
2%₹122 Cr444,609
↓ -46,000

2. 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 12.8% since its launch.  Ranked 33 in Sectoral category.  Return for 2020 was 59% , 2019 was 9.6% and 2018 was 15.6% .

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 (22 Oct 21) ₹136.57 ↓ -1.86   (-1.34 %)
Net Assets (Cr) ₹2,536 on 30 Sep 21
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.56
Sharpe Ratio 5.67
Information Ratio 1.09
Alpha Ratio 27.65
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 16₹10,000
30 Sep 17₹10,763
30 Sep 18₹15,557
30 Sep 19₹15,943
30 Sep 20₹20,953
30 Sep 21₹39,383

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 ₹657,502.
Net Profit of ₹357,502
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 22 Oct 21

DurationReturns
1 Month -1.2%
3 Month 15.4%
6 Month 40%
1 Year 79.6%
3 Year 40%
5 Year 31.2%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -21.8%
Fund Manager information for Aditya Birla Sun Life Digital India Fund
NameSinceTenure
Kunal Sangoi15 Jan 147.63 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Technology73.41%
Communication Services14.67%
Industrials7.13%
Consumer Cyclical0.75%
Asset Allocation
Asset ClassValue
Cash4.03%
Equity95.97%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
17%₹394 Cr2,310,259
↑ 75,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
12%₹279 Cr737,487
↑ 168,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH
10%₹220 Cr1,863,931
↑ 20,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
9%₹207 Cr1,429,943
↓ -40,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
7%₹150 Cr2,251,670
↑ 725,000
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
4%₹91 Cr930,651
↑ 29,472
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹80 Cr239,326
↑ 8,000
Just Dial Ltd (Communication Services)
Equity, Since 30 Sep 19 | 535648
3%₹72 Cr758,953
↑ 100,000
Wipro Ltd (Technology)
Equity, Since 31 Jan 21 | 507685
3%₹63 Cr989,307
↑ 200,000
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Aug 20 | 532809
2%₹54 Cr3,005,109
↑ 400,000

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 25.7% since its launch.  Return for 2020 was 54.8% , 2019 was 7.5% and 2018 was 24.9% .

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (22 Oct 21) ₹37.7841 ↓ -0.61   (-1.59 %)
Net Assets (Cr) ₹3,469 on 30 Sep 21
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 1.73
Sharpe Ratio 4.66
Information Ratio 0.26
Alpha Ratio 21.25
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
30 Sep 16₹10,000
30 Sep 17₹10,274
30 Sep 18₹16,470
30 Sep 19₹16,107
30 Sep 20₹20,788
30 Sep 21₹39,696

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 ₹657,502.
Net Profit of ₹357,502
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 22 Oct 21

DurationReturns
1 Month -0.8%
3 Month 19.7%
6 Month 45%
1 Year 83.7%
3 Year 39.1%
5 Year 31.8%
10 Year
15 Year
Since launch 25.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 54.8%
2019 7.5%
2018 24.9%
2017 19.6%
2016 -6%
2015
2014
2013
2012
2011
Fund Manager information for TATA Digital India Fund
NameSinceTenure
Meeta Shetty20 Apr 201.37 Yr.
Venkat Samala26 Nov 200.76 Yr.

Data below for TATA Digital India Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Technology79.01%
Industrials7.93%
Communication Services7.68%
Consumer Cyclical2.07%
Asset Allocation
Asset ClassValue
Cash3.31%
Equity96.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
17%₹462 Cr2,705,000
↑ 400,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
16%₹433 Cr1,143,126
↑ 300,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
10%₹263 Cr2,224,713
↑ 160,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
9%₹242 Cr1,675,000
↑ 400,000
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299
4%₹117 Cr405,000
↑ 192,000
Indian Railway Catering And Tourism Corp Ltd (Industrials)
Equity, Since 31 Dec 20 | 542830
4%₹111 Cr403,816
↑ 65,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
4%₹101 Cr303,963
L&T Technology Services Ltd (Technology)
Equity, Since 31 May 18 | LTTS
3%₹93 Cr238,500
↑ 75,000
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 28 Feb 21 | 540005
3%₹87 Cr163,331
Cyient Ltd (Industrials)
Equity, Since 28 Feb 21 | CYIENT
3%₹82 Cr834,339
↑ 101,000

4. 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 20.4% since its launch.  Ranked 40 in Mid Cap category.  Return for 2020 was 48.4% , 2019 was 3.6% and 2018 was -16.1% .

Below is the key information for PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund
Growth
Launch Date 2 Dec 13
NAV (22 Oct 21) ₹43.2 ↓ -0.37   (-0.85 %)
Net Assets (Cr) ₹3,060 on 30 Sep 21
Category Equity - Mid Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 2.53
Sharpe Ratio 4.63
Information Ratio 1.57
Alpha Ratio 18.04
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 Sep 16₹10,000
30 Sep 17₹10,890
30 Sep 18₹10,222
30 Sep 19₹10,041
30 Sep 20₹13,167
30 Sep 21₹24,731

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 ₹505,644.
Net Profit of ₹205,644
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 22 Oct 21

DurationReturns
1 Month 2.1%
3 Month 12.6%
6 Month 38.4%
1 Year 88.3%
3 Year 37.8%
5 Year 20.1%
10 Year
15 Year
Since launch 20.4%
Historical performance (Yearly) on absolute basis
YearReturns
2020 48.4%
2019 3.6%
2018 -16.1%
2017 37%
2016 -1.3%
2015 7.9%
2014 42.8%
2013
2012
2011
Fund Manager information for PGIM India Midcap Opportunities Fund
NameSinceTenure
Aniruddha Naha1 Jun 210.25 Yr.
Vivek Sharma1 Jun 210.25 Yr.

Data below for PGIM India Midcap Opportunities Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Industrials16.64%
Basic Materials15.97%
Health Care14.71%
Consumer Cyclical14.41%
Technology14.32%
Financial Services13.64%
Utility2.35%
Consumer Defensive1.98%
Real Estate1.83%
Communication Services0.7%
Asset Allocation
Asset ClassValue
Cash3.44%
Equity96.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 May 21 | 543220
5%₹135 Cr3,500,000
↓ -300,000
Mphasis Ltd (Technology)
Equity, Since 28 Feb 21 | 526299
4%₹99 Cr341,217
MindTree Ltd (Technology)
Equity, Since 30 Jun 20 | 532819
4%₹98 Cr270,000
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 19 | 500271
3%₹94 Cr863,800
Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | 532541
3%₹93 Cr177,986
↓ -22,014
Sanofi India Ltd (Healthcare)
Equity, Since 30 Apr 21 | 500674
3%₹92 Cr101,700
Muthoot Finance Ltd (Financial Services)
Equity, Since 31 May 21 | 533398
3%₹91 Cr600,000
BASF India Ltd (Basic Materials)
Equity, Since 31 May 21 | 500042
3%₹81 Cr224,799
↑ 56,707
Voltas Ltd (Industrials)
Equity, Since 31 Jul 19 | VOLTAS
3%₹78 Cr785,655
↑ 85,655
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | 500480
3%₹76 Cr763,475
↑ 263,200

5. 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 24.1% since its launch.  Ranked 42 in Sectoral category.  Return for 2020 was 47.3% , 2019 was 12.2% and 2018 was 17.1% .

Below is the key information for SBI Technology Opportunities Fund

SBI Technology Opportunities Fund
Growth
Launch Date 9 Jan 13
NAV (22 Oct 21) ₹152.457 ↓ -1.26   (-0.82 %)
Net Assets (Cr) ₹1,701 on 30 Sep 21
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.61
Sharpe Ratio 4.68
Information Ratio 0.76
Alpha Ratio 21.05
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 Sep 16₹10,000
30 Sep 17₹10,039
30 Sep 18₹14,396
30 Sep 19₹14,878
30 Sep 20₹18,330
30 Sep 21₹33,199

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 ₹598,181.
Net Profit of ₹298,181
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 22 Oct 21

DurationReturns
1 Month -0.4%
3 Month 15.6%
6 Month 39.7%
1 Year 75%
3 Year 36.6%
5 Year 27.2%
10 Year
15 Year
Since launch 24.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 47.3%
2019 12.2%
2018 17.1%
2017 13%
2016 -3.3%
2015 2.4%
2014 29.2%
2013
2012
2011
Fund Manager information for SBI Technology Opportunities Fund
NameSinceTenure
Anup Upadhyay1 Jun 1110.26 Yr.

Data below for SBI Technology Opportunities Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Technology73.3%
Communication Services17.04%
Industrials2.42%
Consumer Cyclical2.41%
Asset Allocation
Asset ClassValue
Cash4.83%
Equity95.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
23%₹342 Cr2,004,200
↑ 212,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH
9%₹134 Cr1,132,474
↑ 64,500
Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 15 | 532755
9%₹132 Cr909,735
↑ 98,800
Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL
9%₹129 Cr6,075
↑ 1,100
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
5%₹75 Cr1,130,130
↑ 457,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
5%₹72 Cr191,411
Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT
5%₹67 Cr30,390
↑ 15,700
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 May 20 | 540005
4%₹55 Cr103,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Aug 20 | PERSISTENT
3%₹48 Cr144,100
Netflix Inc (Communication Services)
Equity, Since 31 Aug 21 | NFLX
2%₹36 Cr8,800
↑ 8,800

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