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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
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 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 (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 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 (%) 2022 (%) ICICI Prudential Technology Fund Growth ₹129.27
↓ -0.05 ₹8,993 100 -1.9 2.8 -20.6 43.8 20.4 -23.2 TATA Digital India Fund Growth ₹30.7166
↑ 0.02 ₹6,766 150 -0.6 3.2 -19.8 37.8 20.3 -23.3 SBI Technology Opportunities Fund Growth ₹136.684
↑ 0.07 ₹2,862 500 -1.1 7.7 -11.6 37.6 19.7 -15.5 Aditya Birla Sun Life Digital India Fund Growth ₹114.93
↑ 0.06 ₹3,338 100 1 4.8 -16.9 40.9 19.6 -21.6 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 24 Mar 23 200 Crore in Equity Category of mutual funds ordered based on 5 year CAGR returns.
1. ICICI Prudential Technology Fund
CAGR/Annualized return of 11.7% 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 (24 Mar 23) ₹129.27 ↓ -0.05 (-0.04 %) Net Assets (Cr) ₹8,993 on 28 Feb 23 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 2.07 Sharpe Ratio -0.77 Information Ratio 1.11 Alpha Ratio -3.44 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 ₹11,557 29 Feb 20 ₹10,952 28 Feb 21 ₹19,601 28 Feb 22 ₹29,069 28 Feb 23 ₹25,846 Returns for ICICI Prudential Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 23 Duration Returns 1 Month -6.5% 3 Month -1.9% 6 Month 2.8% 1 Year -20.6% 3 Year 43.8% 5 Year 20.4% 10 Year 15 Year Since launch 11.7% 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 2.75 Yr. Sharmila D’mello 30 Jun 22 0.59 Yr. Data below for ICICI Prudential Technology Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Technology 77.99% Communication Services 14.49% Industrials 2.1% Consumer Cyclical 1.49% Financial Services 0.14% Consumer Defensive 0.12% Energy 0.09% Asset Allocation
Asset Class Value Cash 3.59% Equity 96.41% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY34% ₹3,095 Cr 20,180,348
↑ 8,398 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS18% ₹1,645 Cr 4,898,548
↑ 28,893 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL8% ₹721 Cr 9,365,724
↑ 410,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH7% ₹615 Cr 5,481,362
↓ -1,761,190 Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 5076855% ₹446 Cr 11,193,811
↑ 1,599,509 Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 5327553% ₹310 Cr 3,058,650
↑ 375,000 LTIMindtree Ltd (Technology)
Equity, Since 31 Jul 16 | LTIM2% ₹169 Cr 387,476
↑ 2,561 Zee Entertainment Enterprises Ltd (Communication Services)
Equity, Since 31 Jan 22 | ZEEL2% ₹145 Cr 6,396,703
↑ 726,032 Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 21 | CTSH1% ₹109 Cr 203,668
↑ 86,000 Accenture PLC Class A (Technology)
Equity, Since 28 Feb 21 | ACN1% ₹98 Cr 43,600 2. TATA Digital India Fund
CAGR/Annualized return of 16.8% since its launch. Return for 2022 was -23.3% , 2021 was 74.4% and 2020 was 54.8% . TATA Digital India Fund
Growth Launch Date 28 Dec 15 NAV (24 Mar 23) ₹30.7166 ↑ 0.02 (0.07 %) Net Assets (Cr) ₹6,766 on 28 Feb 23 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 0 Sharpe Ratio -0.75 Information Ratio 0.31 Alpha Ratio -2.86 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 28 Feb 18 ₹10,000 28 Feb 19 ₹12,067 29 Feb 20 ₹11,854 28 Feb 21 ₹19,272 28 Feb 22 ₹28,648 28 Feb 23 ₹25,530 Returns for TATA Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 23 Duration Returns 1 Month -6.1% 3 Month -0.6% 6 Month 3.2% 1 Year -19.8% 3 Year 37.8% 5 Year 20.3% 10 Year 15 Year Since launch 16.8% Historical performance (Yearly) on absolute basis
Year Returns 2022 -23.3% 2021 74.4% 2020 54.8% 2019 7.5% 2018 24.9% 2017 19.6% 2016 -6% 2015 2014 2013 Fund Manager information for TATA Digital India Fund
Name Since Tenure Meeta Shetty 9 Mar 21 1.9 Yr. Venkat Samala 26 Nov 20 2.18 Yr. Data below for TATA Digital India Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Technology 76.28% Communication Services 10.82% Industrials 4.02% Consumer Cyclical 1.59% Financial Services 0.49% Health Care 0.1% Consumer Defensive 0.09% Utility 0.02% Energy 0.01% Real Estate 0% Asset Allocation
Asset Class Value Cash 6.58% Equity 93.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY26% ₹1,715 Cr 11,184,598
↑ 220,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS19% ₹1,311 Cr 3,903,371
↑ 380,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH9% ₹604 Cr 5,383,886 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL8% ₹525 Cr 6,819,200 LTIMindtree Ltd (Technology)
Equity, Since 28 Feb 21 | LTIM7% ₹448 Cr 1,025,062
↑ 37,000 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 5327553% ₹223 Cr 2,195,094
↓ -740,000 Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 5076852% ₹160 Cr 4,013,632
↓ -1,000,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT2% ₹131 Cr 279,212
↑ 25,000 Cyient Ltd (Industrials)
Equity, Since 28 Feb 21 | CYIENT2% ₹111 Cr 1,259,737
↑ 15,440 Invesco NASDAQ 100 ETF
- | -1% ₹99 Cr 101,740 3. SBI Technology Opportunities Fund
CAGR/Annualized return of 19.1% 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 (24 Mar 23) ₹136.684 ↑ 0.07 (0.05 %) Net Assets (Cr) ₹2,862 on 28 Feb 23 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆ Risk High Expense Ratio 2.26 Sharpe Ratio -0.3 Information Ratio 0.88 Alpha Ratio 5.48 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 28 Feb 18 ₹10,000 28 Feb 19 ₹11,297 29 Feb 20 ₹11,605 28 Feb 21 ₹17,687 28 Feb 22 ₹25,513 28 Feb 23 ₹24,943 Returns for SBI Technology Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 23 Duration Returns 1 Month -6.1% 3 Month -1.1% 6 Month 7.7% 1 Year -11.6% 3 Year 37.6% 5 Year 19.7% 10 Year 15 Year Since launch 19.1% 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 1.08 Yr. Mohit Jain 1 Jan 22 1.08 Yr. Data below for SBI Technology Opportunities Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Technology 67.63% Communication Services 17.05% Industrials 2.17% Consumer Cyclical 1.68% Health Care 0.11% Consumer Defensive 0.1% Utility 0.02% Financial Services 0.01% Energy 0.01% Real Estate 0% Asset Allocation
Asset Class Value Cash 11.21% Equity 88.79% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY28% ₹798 Cr 5,200,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS13% ₹369 Cr 1,100,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL9% ₹270 Cr 3,500,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH7% ₹191 Cr 1,700,000 Netflix Inc (Communication Services)
Equity, Since 31 Aug 21 | NFLX5% ₹136 Cr 47,000 Wipro Ltd (Technology)
Equity, Since 30 Apr 21 | 5076854% ₹123 Cr 3,080,000 NVIDIA Corp (Technology)
Equity, Since 30 Apr 21 | NVDA4% ₹102 Cr 65,000
↓ -18,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 22 | PERSISTENT3% ₹94 Cr 200,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 22 | 5327553% ₹84 Cr 830,000 PVR Ltd (Communication Services)
Equity, Since 31 Jan 22 | PVR3% ₹78 Cr 459,692
↑ 349,692 4. Aditya Birla Sun Life Digital India Fund
CAGR/Annualized return of 11.1% 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 (24 Mar 23) ₹114.93 ↑ 0.06 (0.05 %) Net Assets (Cr) ₹3,338 on 28 Feb 23 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 2.19 Sharpe Ratio -0.58 Information Ratio 0.9 Alpha Ratio 0.2 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 28 Feb 18 ₹10,000 28 Feb 19 ₹11,133 29 Feb 20 ₹11,457 28 Feb 21 ₹19,056 28 Feb 22 ₹26,930 28 Feb 23 ₹24,858 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 24 Mar 23 Duration Returns 1 Month -5.6% 3 Month 1% 6 Month 4.8% 1 Year -16.9% 3 Year 40.9% 5 Year 19.6% 10 Year 15 Year Since launch 11.1% 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 15 Jan 14 9.05 Yr. Data below for Aditya Birla Sun Life Digital India Fund as on 28 Feb 23
Equity Sector Allocation
Sector Value Technology 80.4% Communication Services 8.29% Industrials 7.02% Consumer Cyclical 2.18% Financial Services 0.64% Asset Allocation
Asset Class Value Cash 1.47% Equity 98.53% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY26% ₹853 Cr 5,563,401
↑ 85,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS11% ₹351 Cr 1,045,450 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH9% ₹305 Cr 2,721,227
↓ -50,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 5327558% ₹260 Cr 2,563,833 LTIMindtree Ltd (Technology)
Equity, Since 31 Mar 21 | LTIM6% ₹214 Cr 490,179 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL5% ₹163 Cr 2,114,697 Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT3% ₹115 Cr 1,306,398 Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE3% ₹107 Cr 244,188
↓ -31,093 Birlasoft Ltd (Technology)
Equity, Since 30 Sep 20 | BSOFT3% ₹85 Cr 2,820,432
↑ 200,000 Zee Entertainment Enterprises Ltd (Communication Services)
Equity, Since 30 Jun 21 | ZEEL2% ₹64 Cr 2,836,967 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 28 Feb 18 ₹10,000 28 Feb 19 ₹8,962 29 Feb 20 ₹9,993 28 Feb 21 ₹13,134 Returns for Principal Emerging Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Mar 23 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 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 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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