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Why Should Investors Not Worry About Coronavirus?
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.
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.
Talk to our investment specialist
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 23 - 24
(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 (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 Below is the key information for Aditya Birla Sun Life Digital India Fund Returns up to 1 year are on 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 Below is the key information for ICICI Prudential Technology Fund Returns up to 1 year are on (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 Below is the key information for SBI Technology Opportunities Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) Kotak Small Cap Fund Growth ₹193.889
↑ 0.99 ₹11,597 1,000 13.5 19.8 18.7 36 20.8 -3.1 ICICI Prudential Smallcap Fund Growth ₹65.13
↑ 0.34 ₹6,511 100 14.4 23.6 25.3 36.6 20.1 5.7 Aditya Birla Sun Life Digital India Fund Growth ₹134.3
↑ 1.06 ₹3,718 100 13 8.8 12.2 26 20 -21.6 ICICI Prudential Technology Fund Growth ₹147.01
↑ 1.40 ₹10,722 100 11.8 4.5 6.4 26.7 20 -23.2 SBI Technology Opportunities Fund Growth ₹154.255
↑ 1.41 ₹3,081 500 10 4.2 10.1 26.7 19.5 -15.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23 200 Crore in Equity Category of mutual funds ordered based on 5 year CAGR returns.
1. Kotak Small Cap Fund
CAGR/Annualized return of 17.4% 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 (22 Aug 23) ₹193.889 ↑ 0.99 (0.51 %) Net Assets (Cr) ₹11,597 on 31 Jul 23 Category Equity - Small Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.48 Sharpe Ratio 1.24 Information Ratio 0.28 Alpha Ratio -1.09 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 31 Aug 18 ₹10,000 31 Aug 19 ₹8,471 31 Aug 20 ₹9,875 31 Aug 21 ₹19,879 31 Aug 22 ₹21,724 31 Aug 23 ₹25,851 Returns for Kotak Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 1 Month 2.9% 3 Month 13.5% 6 Month 19.8% 1 Year 18.7% 3 Year 36% 5 Year 20.8% 10 Year 15 Year Since launch 17.4% 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 13.62 Yr. Arjun Khanna 30 Apr 22 1.34 Yr. Data below for Kotak Small Cap Fund as on 31 Jul 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Cash 7.24% Equity 92.76% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT4% ₹464 Cr 2,834,504
↑ 75,862 Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | CARBORUNIV3% ₹418 Cr 3,676,524
↑ 45,540 Century Plyboards (India) Ltd (Basic Materials)
Equity, Since 31 Oct 18 | 5325483% ₹412 Cr 6,012,844
↑ 340,872 Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI3% ₹377 Cr 1,426,985 Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | GALAXYSURF3% ₹313 Cr 1,166,604
↑ 60,000 Alembic Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 22 | 5335732% ₹300 Cr 3,865,125 Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO2% ₹293 Cr 3,961,516
↑ 155,000 Garware Technical Fibres Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | GARFIBRES2% ₹279 Cr 873,559
↑ 9,657 Supreme Industries Ltd (Industrials)
Equity, Since 31 May 14 | 5099302% ₹256 Cr 573,917
↓ -240,725 V-Guard Industries Ltd (Industrials)
Equity, Since 31 Oct 18 | VGUARD2% ₹250 Cr 7,938,792
↑ 88,091 2. ICICI Prudential Smallcap Fund
CAGR/Annualized return of 12.6% 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 (22 Aug 23) ₹65.13 ↑ 0.34 (0.52 %) Net Assets (Cr) ₹6,511 on 31 Jul 23 Category Equity - Small Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.04 Sharpe Ratio 1.54 Information Ratio 0.38 Alpha Ratio 2.62 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 18 ₹10,000 31 Aug 19 ₹8,965 31 Aug 20 ₹9,621 31 Aug 21 ₹17,922 31 Aug 22 ₹20,239 31 Aug 23 ₹25,430 Returns for ICICI Prudential Smallcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 1 Month 2.5% 3 Month 14.4% 6 Month 23.6% 1 Year 25.3% 3 Year 36.6% 5 Year 20.1% 10 Year 15 Year Since launch 12.6% 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 4.82 Yr. Sharmila D’mello 30 Jun 22 1.17 Yr. Data below for ICICI Prudential Smallcap Fund as on 31 Jul 23
Equity Sector Allocation
Sector Value Industrials 23.96% Consumer Cyclical 20.12% Health Care 14.37% Financial Services 8.04% Basic Materials 6.07% Technology 4.27% Real Estate 4.07% Communication Services 4.02% Consumer Defensive 3.32% Asset Allocation
Asset Class Value Cash 10.93% Equity 89.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cyient Ltd (Industrials)
Equity, Since 31 Aug 18 | CYIENT4% ₹306 Cr 1,870,832 PVR INOX Ltd (Communication Services)
Equity, Since 28 Feb 23 | PVRINOX4% ₹265 Cr 1,482,223
↑ 1,500 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Sep 22 | 5433083% ₹202 Cr 1,008,989
↓ -15,000 KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI3% ₹199 Cr 734,852
↑ 100,000 Rolex Rings Ltd (Industrials)
Equity, Since 31 Jul 21 | 5433253% ₹191 Cr 873,867 EPL Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5001353% ₹181 Cr 9,219,340
↑ 52,730 Mahindra Lifespace Developers Ltd (Real Estate)
Equity, Since 31 Aug 19 | MAHLIFE2% ₹162 Cr 2,848,630 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 30 Jun 19 | CHOLAHLDNG2% ₹159 Cr 1,617,691 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 19 | MCX2% ₹155 Cr 917,205 V-Mart Retail Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | VMART2% ₹151 Cr 676,631 3. Aditya Birla Sun Life Digital India Fund
CAGR/Annualized return of 11.6% since its launch. Ranked 33 in Sectoral category. Return for 2022 was -21.6% , 2021 was 70.5% and 2020 was 59% . Aditya Birla Sun Life Digital India Fund
Growth Launch Date 15 Jan 00 NAV (21 Aug 23) ₹134.3 ↑ 1.06 (0.80 %) Net Assets (Cr) ₹3,718 on 31 Jul 23 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 2.08 Sharpe Ratio 0.48 Information Ratio 1.52 Alpha Ratio 8.27 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.
Date Value 31 Aug 18 ₹10,000 31 Aug 19 ₹9,703 31 Aug 20 ₹11,974 31 Aug 21 ₹23,623 31 Aug 22 ₹20,792 31 Aug 23 ₹24,765 Returns for Aditya Birla Sun Life Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 1 Month 3.7% 3 Month 13% 6 Month 8.8% 1 Year 12.2% 3 Year 26% 5 Year 20% 10 Year 15 Year Since launch 11.6% Historical performance (Yearly) on absolute basis
Year Returns 2022 -21.6% 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% Fund Manager information for Aditya Birla Sun Life Digital India Fund
Name Since Tenure Kunal Sangoi 16 Jan 14 9.63 Yr. Dhaval Joshi 21 Nov 22 0.78 Yr. Data below for Aditya Birla Sun Life Digital India Fund as on 31 Jul 23
Equity Sector Allocation
Sector Value Technology 76.18% Communication Services 9.17% Industrials 8.71% Consumer Cyclical 2.71% Asset Allocation
Asset Class Value Cash 3.23% Equity 96.77% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY23% ₹898 Cr 6,253,401 Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 30 Apr 05 | TCS11% ₹413 Cr 1,231,476
↑ 30,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH8% ₹301 Cr 2,568,727
↑ 200,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL6% ₹246 Cr 2,874,697
↑ 200,000 LTIMindtree Ltd (Technology)
Equity, Since 31 Mar 21 | LTIM6% ₹234 Cr 451,352
↑ 35,153 Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT5% ₹176 Cr 1,077,664 Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE4% ₹164 Cr 299,286
↑ 47,340 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 5327553% ₹123 Cr 1,024,930
↓ -200,000 Birlasoft Ltd (Technology)
Equity, Since 30 Sep 20 | BSOFT3% ₹106 Cr 2,083,371
↓ -200,000 Rategain Travel Technologies Ltd (Technology)
Equity, Since 31 Dec 21 | 5434172% ₹93 Cr 1,540,344
↓ -229,952 4. ICICI Prudential Technology Fund
CAGR/Annualized return of 12.1% since its launch. Ranked 37 in Sectoral category. Return for 2022 was -23.2% , 2021 was 75.7% and 2020 was 70.6% . ICICI Prudential Technology Fund
Growth Launch Date 3 Mar 00 NAV (21 Aug 23) ₹147.01 ↑ 1.40 (0.96 %) Net Assets (Cr) ₹10,722 on 31 Jul 23 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 1.96 Sharpe Ratio 0.11 Information Ratio 1.33 Alpha Ratio 3.12 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 31 Aug 18 ₹10,000 31 Aug 19 ₹9,880 31 Aug 20 ₹11,835 31 Aug 21 ₹25,014 31 Aug 22 ₹21,761 31 Aug 23 ₹24,446 Returns for ICICI Prudential Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 1 Month 3.3% 3 Month 11.8% 6 Month 4.5% 1 Year 6.4% 3 Year 26.7% 5 Year 20% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 2022 -23.2% 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% Fund Manager information for ICICI Prudential Technology Fund
Name Since Tenure Vaibhav Dusad 2 May 20 3.33 Yr. Sharmila D’mello 30 Jun 22 1.17 Yr. Data below for ICICI Prudential Technology Fund as on 31 Jul 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Cash 2.97% Equity 97.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY28% ₹3,104 Cr 21,626,635
↓ -610,099 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS14% ₹1,526 Cr 4,547,147
↓ -130,962 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL8% ₹926 Cr 10,812,794
↑ 605,085 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH7% ₹780 Cr 6,652,651
↓ -238,161 Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 5327556% ₹614 Cr 5,109,553
↑ 320,274 LTIMindtree Ltd (Technology)
Equity, Since 31 Jul 16 | LTIM5% ₹515 Cr 990,932
↑ 25,000 Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT3% ₹319 Cr 594,446
↑ 76,094 Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 5076852% ₹250 Cr 6,127,361
↓ -984,537 Mphasis Ltd (Technology)
Equity, Since 30 Jun 20 | 5262992% ₹223 Cr 918,496
↑ 93,764 Zensar Technologies Ltd (Technology)
Equity, Since 30 Nov 21 | ZENSARTECH2% ₹218 Cr 4,142,353
↓ -579,658 5. SBI Technology Opportunities Fund
CAGR/Annualized return of 19.7% since its launch. Ranked 42 in Sectoral category. Return for 2022 was -15.5% , 2021 was 66.4% and 2020 was 47.3% . SBI Technology Opportunities Fund
Growth Launch Date 9 Jan 13 NAV (21 Aug 23) ₹154.255 ↑ 1.41 (0.92 %) Net Assets (Cr) ₹3,081 on 31 Jul 23 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆ Risk High Expense Ratio 2.06 Sharpe Ratio 0.43 Information Ratio 1.34 Alpha Ratio 7.06 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.
Date Value 31 Aug 18 ₹10,000 31 Aug 19 ₹10,292 31 Aug 20 ₹11,549 31 Aug 21 ₹22,769 31 Aug 22 ₹20,404 31 Aug 23 ₹24,096 Returns for SBI Technology Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23 Duration Returns 1 Month 2.5% 3 Month 10% 6 Month 4.2% 1 Year 10.1% 3 Year 26.7% 5 Year 19.5% 10 Year 15 Year Since launch 19.7% Historical performance (Yearly) on absolute basis
Year Returns 2022 -15.5% 2021 66.4% 2020 47.3% 2019 12.2% 2018 17.1% 2017 13% 2016 -3.3% 2015 2.4% 2014 29.2% 2013 Fund Manager information for SBI Technology Opportunities Fund
Name Since Tenure Saurabh Pant 1 Jan 22 1.67 Yr. Mohit Jain 1 Jan 22 1.67 Yr. Data below for SBI Technology Opportunities Fund as on 31 Jul 23
Equity Sector Allocation
Sector Value Technology 71.76% Communication Services 20.34% Industrials 3.94% Consumer Cyclical 2.62% Asset Allocation
Asset Class Value Cash 1.34% Equity 98.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY25% ₹818 Cr 5,700,000 Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 30 Apr 06 | TCS11% ₹369 Cr 1,100,000
↓ -180,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL9% ₹300 Cr 3,500,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 22 | 5327557% ₹238 Cr 1,980,000 Netflix Inc (Communication Services)
Equity, Since 31 Aug 21 | NFLX4% ₹136 Cr 38,000 Firstsource Solutions Ltd Shs Dematerialised (Technology)
Equity, Since 31 Mar 23 | FSL4% ₹135 Cr 8,300,000 PVR INOX Ltd (Communication Services)
Equity, Since 31 Jan 22 | PVRINOX4% ₹129 Cr 722,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH4% ₹129 Cr 1,100,000 Delhivery Ltd (Industrials)
Equity, Since 31 Jan 23 | 5435294% ₹127 Cr 2,900,000 Wipro Ltd (Technology)
Equity, Since 30 Apr 21 | 5076854% ₹120 Cr 2,947,197
Stay calm, focus on the long-term returns and let your investments bounce back from short-term fluctuations!
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