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Fincash » Coronavirus- A Guide to Investors

Why Should Investors Not Worry About Coronavirus?

Updated on November 29, 2022 , 734 views

Coronavirus is trending globally. With its massive outbreak in China, the country is experiencing a slowdown in its economic and fiscal growth. Other countries like the U.S, Singapore, UK, Malaysia, Thailand, etc., have felt some of the backfire as well.

The prices of various pharma products have gone up and the investors in the Market are dead scared. And since India is one of the largest importers of Chinese products, the fear of a market meltdown has been in trend among the Indian investors.

Why Should Investors Not Worry About Coronavirus

Good News for Investors!

Industry experts have studied the entire situation and are waving the green flag in every investors’ direction.

According to a recent report, secretary of economic affairs, Atanu Chakraborty, said that the outbreak of coronavirus won’t hit the Indian economic activity. Moreover, the report also informed that the bankers said that they haven’t been able to see anything yet that would suggest an impact on the Economy.

Why Should you not Worry?

Historically, the market reaction to emerging diseases has been short-lived. If you see, Severe Acute Respiratory Syndrome (SARS) 2003, which was similar to coronavirus. In fact, it has affected to 8100 people and caused 770 deaths, but at that time SARS was the only thing when the stock bounced back.

Most notably, immense gains were followed after the swine flu crisis and a great rebound occurred after the Recession.

India has witnessed various outbreaks globally that have hit the Indian economy too. However, the economy bounces back and investors are always encouraged to invest more when the economy is facing a setback.

Short-term market fluctuations may not affect the returns of investors who focus on long-term investment as the market bounce backs in the long-run.

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Therefore, Focus on the Longterm!

Investors should stay cool and keep their focus on the long term gains. Avoid short-term market fluctuations, stay disciplined and stick to your asset.

Divide your funds into different sectors and diversify your portfolio. This one of the best ways to balance your risk and returns. This way, if one fund fails to perform, other funds can balance the returns.

You can best opt for SIP mode through Mutual Funds, where a small amount is invested in Equity Funds over a regular interval. As a SIP gives the benefit of the Power of Compounding and rupee cost averaging, the short-term pitfalls of the market doesn’t much affect your portfolio. The returns over the long-run are positive.

Best Performing SIP Funds to Invest FY 22 - 23

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
ICICI Prudential Technology Fund Growth ₹143.85
↑ 2.32
₹9,182 100 106.4-11.336.726.475.7
TATA Digital India Fund Growth ₹33.8442
↑ 0.58
₹6,371 150 9.36.9-10.832.226.274.4
Aditya Birla Sun Life Digital India Fund Growth ₹125.66
↑ 2.37
₹3,249 100 10.78.8-9.832.825.570.5
SBI Technology Opportunities Fund Growth ₹148.343
↑ 3.78
₹2,727 500 13.211.6-4.931.425.466.4
Principal Emerging Bluechip Fund Growth ₹183.316
↑ 2.03
₹3,124 100 2.913.638.921.919.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Dec 22
*List of best mutual funds SIP's having Net Assets/ AUM more than 200 Crore in Equity Category of mutual funds ordered based on 5 year CAGR returns.

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 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 (01 Dec 22) ₹143.85 ↑ 2.32   (1.64 %)
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 1 Dec 22

DurationReturns
1 Month 5%
3 Month 10%
6 Month 6.4%
1 Year -11.3%
3 Year 36.7%
5 Year 26.4%
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

2. 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 (01 Dec 22) ₹33.8442 ↑ 0.58   (1.74 %)
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 1 Dec 22

DurationReturns
1 Month 4.5%
3 Month 9.3%
6 Month 6.9%
1 Year -10.8%
3 Year 32.2%
5 Year 26.2%
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

3. 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 (01 Dec 22) ₹125.66 ↑ 2.37   (1.92 %)
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 1 Dec 22

DurationReturns
1 Month 5.3%
3 Month 10.7%
6 Month 8.8%
1 Year -9.8%
3 Year 32.8%
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

4. 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 (01 Dec 22) ₹148.343 ↑ 3.78   (2.62 %)
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 1 Dec 22

DurationReturns
1 Month 6%
3 Month 13.2%
6 Month 11.6%
1 Year -4.9%
3 Year 31.4%
5 Year 25.4%
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

5. Principal Emerging Bluechip Fund

The primary objective of the Scheme is to achieve long-term capital appreciation by investing in equity & equity related instruments of mid cap & small cap companies.

Principal Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 12 Nov 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 24.8% since its launch.  Ranked 1 in Large & Mid Cap category. .

Below is the key information for Principal Emerging Bluechip Fund

Principal Emerging Bluechip Fund
Growth
Launch Date 12 Nov 08
NAV (31 Dec 21) ₹183.316 ↑ 2.03   (1.12 %)
Net Assets (Cr) ₹3,124 on 30 Nov 21
Category Equity - Large & Mid Cap
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 2.74
Information Ratio 0.22
Alpha Ratio 2.18
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₹9,187
30 Nov 19₹9,763
30 Nov 20₹11,343
30 Nov 21₹16,307

Principal Emerging Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for Principal Emerging Bluechip Fund

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

DurationReturns
1 Month 2.9%
3 Month 2.9%
6 Month 13.6%
1 Year 38.9%
3 Year 21.9%
5 Year 19.2%
10 Year
15 Year
Since launch 24.8%
Historical performance (Yearly) on absolute basis
YearReturns
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
Fund Manager information for Principal Emerging Bluechip Fund
NameSinceTenure

Data below for Principal Emerging Bluechip Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

Stay calm, focus on the long-term returns and let your investments bounce back from short-term fluctuations!

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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