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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 22 - 23
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 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 Below is the key information for TATA Digital India 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 (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 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 Below is the key information for Principal Emerging Bluechip 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 (%) 2021 (%) ICICI Prudential Technology Fund Growth ₹143.85
↑ 2.32 ₹9,182 100 10 6.4 -11.3 36.7 26.4 75.7 TATA Digital India Fund Growth ₹33.8442
↑ 0.58 ₹6,371 150 9.3 6.9 -10.8 32.2 26.2 74.4 Aditya Birla Sun Life Digital India Fund Growth ₹125.66
↑ 2.37 ₹3,249 100 10.7 8.8 -9.8 32.8 25.5 70.5 SBI Technology Opportunities Fund Growth ₹148.343
↑ 3.78 ₹2,727 500 13.2 11.6 -4.9 31.4 25.4 66.4 Principal Emerging Bluechip Fund Growth ₹183.316
↑ 2.03 ₹3,124 100 2.9 13.6 38.9 21.9 19.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Dec 22 200 Crore in Equity Category of mutual funds ordered based on 5 year CAGR returns.
1. ICICI Prudential Technology Fund
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% . 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.
Date Value 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 Returns for ICICI Prudential Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Dec 22 Duration Returns 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
Year Returns 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
Name Since Tenure Vaibhav Dusad 2 May 20 2.5 Yr. Sharmila D’mello 30 Jun 22 0.34 Yr. Data below for ICICI Prudential Technology Fund as on 31 Oct 22
Equity Sector Allocation
Sector Value Technology 76.91% Communication Services 14.06% Industrials 1.8% Consumer Cyclical 0.63% Financial Services 0.18% Energy 0.1% Consumer Defensive 0.06% Asset Allocation
Asset Class Value Cash 6.27% Equity 93.73% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY29% ₹2,496 Cr 17,655,908
↑ 1,643,280 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS16% ₹1,373 Cr 4,568,782
↑ 1,061,999 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH10% ₹862 Cr 9,242,203 Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 5076857% ₹620 Cr 15,724,698
↑ 176,373 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL7% ₹610 Cr 7,628,999
↓ -1,036,302 Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 5327555% ₹411 Cr 4,072,119
↓ -1,029,699 PVR Ltd (Communication Services)
Equity, Since 30 Sep 20 | PVR1% ₹99 Cr 555,153
↑ 193,349 MindTree Ltd (Technology)
Equity, Since 30 Jun 20 | 5328191% ₹95 Cr 300,363
↓ -48,000 Siemens Ltd (Industrials)
Equity, Since 30 Apr 22 | 5005501% ₹95 Cr 341,950
↑ 86,283 Accenture PLC Class A (Technology)
Equity, Since 28 Feb 21 | ACN1% ₹92 Cr 43,600 2. TATA Digital India Fund
CAGR/Annualized return of 19.2% since its launch. Return for 2021 was 74.4% , 2020 was 54.8% and 2019 was 7.5% . 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 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.
Date Value 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 Returns for TATA Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Dec 22 Duration Returns 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
Year Returns 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
Name Since Tenure Meeta Shetty 9 Mar 21 1.65 Yr. Venkat Samala 26 Nov 20 1.93 Yr. Data below for TATA Digital India Fund as on 31 Oct 22
Equity Sector Allocation
Sector Value Technology 76.53% Communication Services 11.23% Industrials 4.18% Consumer Cyclical 0.85% Asset Allocation
Asset Class Value Cash 7.21% Equity 92.79% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY25% ₹1,500 Cr 10,614,598
↑ 350,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS13% ₹782 Cr 2,603,873 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH8% ₹486 Cr 5,215,373 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL8% ₹481 Cr 6,019,200
↑ 150,000 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 5327558% ₹470 Cr 4,655,469
↓ -300,000 Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 28 Feb 21 | LTI4% ₹258 Cr 578,950
↑ 178,940 Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 5076853% ₹198 Cr 5,013,632 MindTree Ltd (Technology)
Equity, Since 31 Jul 19 | 5328192% ₹141 Cr 445,911
↑ 50,000 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 5262992% ₹132 Cr 632,749 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT2% ₹107 Cr 329,212 3. Aditya Birla Sun Life Digital India Fund
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% . 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.
Date Value 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 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 1 Dec 22 Duration Returns 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
Year Returns 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
Name Since Tenure Kunal Sangoi 15 Jan 14 8.8 Yr. Data below for Aditya Birla Sun Life Digital India Fund as on 31 Oct 22
Equity Sector Allocation
Sector Value Technology 77.35% Communication Services 10.81% Industrials 6.81% Consumer Cyclical 0.76% Asset Allocation
Asset Class Value Cash 4.27% Equity 95.73% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY24% ₹722 Cr 5,108,401
↑ 50,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS10% ₹299 Cr 995,450
↑ 70,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 53275510% ₹289 Cr 2,863,833
↑ 300,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH8% ₹244 Cr 2,621,227
↑ 200,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL6% ₹189 Cr 2,364,697
↓ -370,300 MindTree Ltd (Technology)
Equity, Since 30 Nov 20 | 5328194% ₹134 Cr 423,329
↑ 57,590 Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT3% ₹97 Cr 1,221,725 Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE3% ₹93 Cr 275,281 Zee Entertainment Enterprises Ltd (Communication Services)
Equity, Since 30 Jun 21 | ZEEL3% ₹84 Cr 3,236,967
↑ 1,436,967 Wipro Ltd (Technology)
Equity, Since 31 Jan 21 | 5076852% ₹72 Cr 1,820,817
↓ -150,000 4. SBI Technology Opportunities Fund
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% . 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.
Date Value 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 Returns for SBI Technology Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Dec 22 Duration Returns 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
Year Returns 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
Name Since Tenure Saurabh Pant 1 Jan 22 0.83 Yr. Mohit Jain 1 Jan 22 0.83 Yr. Data below for SBI Technology Opportunities Fund as on 31 Oct 22
Equity Sector Allocation
Sector Value Technology 76.61% Communication Services 18.67% Asset Allocation
Asset Class Value Cash 4.73% Equity 95.27% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY29% ₹735 Cr 5,200,000
↑ 770,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS13% ₹331 Cr 1,100,000
↑ 144,647 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL11% ₹264 Cr 3,300,000 Netflix Inc (Communication Services)
Equity, Since 31 Aug 21 | NFLX7% ₹180 Cr 92,000 Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT7% ₹178 Cr 92,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH6% ₹158 Cr 1,700,000 NVIDIA Corp (Technology)
Equity, Since 30 Apr 21 | NVDA6% ₹156 Cr 157,000
↑ 110,000 Wipro Ltd (Technology)
Equity, Since 30 Apr 21 | 5076855% ₹121 Cr 3,080,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 22 | 5327553% ₹84 Cr 830,000 eClerx Services Ltd (Technology)
Equity, Since 31 Jul 21 | ECLERX2% ₹43 Cr 304,741 5. Principal Emerging Bluechip Fund
CAGR/Annualized return of 24.8% since its launch. Ranked 1 in Large & Mid Cap category. . 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.
Date Value 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 Returns for Principal Emerging Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Dec 22 Duration Returns 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
Year Returns 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 Fund Manager information for Principal Emerging Bluechip Fund
Name Since Tenure Data below for Principal Emerging Bluechip Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
Stay calm, focus on the long-term returns and let your investments bounce back from short-term fluctuations!
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