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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
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 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 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 To provide long-term capital appreciation by predominantly investing in equity and equity related securities of technology and technology related companies. Franklin India Technology Fund is a Equity - Sectoral fund was launched on 22 Aug 98. It is a fund with High risk and has given a Below is the key information for Franklin India Technology 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 (%) TATA Digital India Fund Growth ₹32.7461
↓ -0.19 ₹5,434 150 1.8 -9.3 -5.5 30.5 28.1 74.4 ICICI Prudential Technology Fund Growth ₹138.15
↓ -0.80 ₹8,508 100 0.7 -9.9 -7.4 33.3 28 75.7 Aditya Birla Sun Life Digital India Fund Growth ₹119.7
↓ -0.42 ₹2,939 100 2 -8.9 -6.9 32.3 26.9 70.5 SBI Technology Opportunities Fund Growth ₹139.692
↓ -1.03 ₹2,381 500 4.5 -5 -3.3 28.7 25.9 66.4 Franklin India Technology Fund Growth ₹301.051
↓ -0.42 ₹657 500 4 -8.3 -9.3 24.6 20.2 39 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Aug 22 200 Crore in Equity Category of mutual funds ordered based on 5 year CAGR returns.
1. TATA Digital India Fund
CAGR/Annualized return of 19.6% 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 (18 Aug 22) ₹32.7461 ↓ -0.19 (-0.56 %) Net Assets (Cr) ₹5,434 on 30 Jun 22 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 1.73 Sharpe Ratio -0.07 Information Ratio 0 Alpha Ratio 0 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 31 Jul 17 ₹10,000 31 Jul 18 ₹14,968 31 Jul 19 ₹15,039 31 Jul 20 ₹17,443 31 Jul 21 ₹32,919 31 Jul 22 ₹32,244 Returns for TATA Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Aug 22 Duration Returns 1 Month 9% 3 Month 1.8% 6 Month -9.3% 1 Year -5.5% 3 Year 30.5% 5 Year 28.1% 10 Year 15 Year Since launch 19.6% 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 1.4 Yr. Venkat Samala 26 Nov 20 1.68 Yr. Data below for TATA Digital India Fund as on 30 Jun 22
Equity Sector Allocation
Sector Value Technology 78.21% Communication Services 10.07% Industrials 3.82% Consumer Cyclical 0.85% Asset Allocation
Asset Class Value Cash 7.05% Equity 92.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY26% ₹1,392 Cr 9,519,598
↑ 600,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS11% ₹579 Cr 1,773,501
↑ 100,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH8% ₹428 Cr 4,400,373
↑ 875,660 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL7% ₹381 Cr 5,569,200
↑ 1,025,000 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 5327557% ₹374 Cr 3,739,334
↑ 325,000 Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 28 Feb 21 | LTI4% ₹199 Cr 500,010 Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 5076853% ₹186 Cr 4,470,332 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT3% ₹166 Cr 488,947
↓ -13,611 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 5262993% ₹157 Cr 686,549
↓ -136,600 Coforge Ltd (Technology)
Equity, Since 31 Oct 21 | COFORGE3% ₹150 Cr 425,084
↑ 14,600 2. 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 (18 Aug 22) ₹138.15 ↓ -0.80 (-0.58 %) Net Assets (Cr) ₹8,508 on 30 Jun 22 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 2.53 Sharpe Ratio -0.06 Information Ratio 0.97 Alpha Ratio 0.01 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 Jul 17 ₹10,000 31 Jul 18 ₹14,060 31 Jul 19 ₹14,336 31 Jul 20 ₹16,690 31 Jul 21 ₹34,155 31 Jul 22 ₹32,711 Returns for ICICI Prudential Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Aug 22 Duration Returns 1 Month 8.1% 3 Month 0.7% 6 Month -9.9% 1 Year -7.4% 3 Year 33.3% 5 Year 28% 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 Priyanka Khandelwal 8 Jul 20 2.07 Yr. Vaibhav Dusad 2 May 20 2.25 Yr. Data below for ICICI Prudential Technology Fund as on 30 Jun 22
Equity Sector Allocation
Sector Value Technology 76.19% Communication Services 14.65% Industrials 2.04% Consumer Cyclical 0.29% Consumer Defensive 0% Asset Allocation
Asset Class Value Cash 6.78% Equity 93.17% Other 0.05% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY31% ₹2,606 Cr 17,828,927
↑ 74,843 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS9% ₹806 Cr 2,466,698
↑ 491,335 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH9% ₹774 Cr 7,949,388
↓ -4,697 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL8% ₹687 Cr 10,030,186
↑ 1,318,274 Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 5076858% ₹655 Cr 15,747,685
↑ 700,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 5327557% ₹630 Cr 6,303,289
↓ -454,821 Mphasis Ltd (Technology)
Equity, Since 30 Jun 20 | 5262991% ₹119 Cr 520,611
↓ -137,093 Zee Entertainment Enterprises Ltd (Communication Services)
Equity, Since 31 Jan 22 | ZEEL1% ₹111 Cr 5,170,044
↑ 817,008 MindTree Ltd (Technology)
Equity, Since 30 Jun 20 | 5328191% ₹109 Cr 376,021
↓ -7,184 Accenture PLC Class A (Technology)
Equity, Since 28 Feb 21 | ACN1% ₹96 Cr 43,600 3. Aditya Birla Sun Life Digital India Fund
CAGR/Annualized return of 11.6% 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 (18 Aug 22) ₹119.7 ↓ -0.42 (-0.35 %) Net Assets (Cr) ₹2,939 on 30 Jun 22 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 2.56 Sharpe Ratio -0.21 Information Ratio 0.93 Alpha Ratio -3.4 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 Jul 17 ₹10,000 31 Jul 18 ₹13,792 31 Jul 19 ₹13,979 31 Jul 20 ₹16,952 31 Jul 21 ₹32,139 31 Jul 22 ₹30,944 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 18 Aug 22 Duration Returns 1 Month 9.1% 3 Month 2% 6 Month -8.9% 1 Year -6.9% 3 Year 32.3% 5 Year 26.9% 10 Year 15 Year Since launch 11.6% 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 8.55 Yr. Data below for Aditya Birla Sun Life Digital India Fund as on 30 Jun 22
Equity Sector Allocation
Sector Value Technology 77.61% Communication Services 10.25% Industrials 6.41% Consumer Cyclical 0.8% Asset Allocation
Asset Class Value Cash 4.93% Equity 95.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY25% ₹725 Cr 4,958,401
↑ 148,532 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS10% ₹286 Cr 875,450 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 5327558% ₹243 Cr 2,433,618
↑ 502,456 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH8% ₹236 Cr 2,421,227 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL6% ₹187 Cr 2,734,997
↑ 183,327 MindTree Ltd (Technology)
Equity, Since 30 Nov 20 | 5328194% ₹106 Cr 365,739
↑ 60,211 Wipro Ltd (Technology)
Equity, Since 31 Jan 21 | 5076853% ₹99 Cr 2,370,817
↓ -941,071 Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT3% ₹92 Cr 1,221,725 Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE2% ₹69 Cr 193,774 Mphasis Ltd (Technology)
Equity, Since 29 Feb 20 | 5262992% ₹64 Cr 280,854
↓ -1,995 4. SBI Technology Opportunities Fund
CAGR/Annualized return of 20.7% 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 (18 Aug 22) ₹139.692 ↓ -1.03 (-0.73 %) Net Assets (Cr) ₹2,381 on 30 Jun 22 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆ Risk High Expense Ratio 2.61 Sharpe Ratio -0.03 Information Ratio 0.6 Alpha Ratio 0.63 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 Jul 17 ₹10,000 31 Jul 18 ₹13,820 31 Jul 19 ₹14,354 31 Jul 20 ₹16,495 31 Jul 21 ₹30,088 31 Jul 22 ₹29,750 Returns for SBI Technology Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Aug 22 Duration Returns 1 Month 9.4% 3 Month 4.5% 6 Month -5% 1 Year -3.3% 3 Year 28.7% 5 Year 25.9% 10 Year 15 Year Since launch 20.7% 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 0.58 Yr. Mohit Jain 1 Jan 22 0.58 Yr. Data below for SBI Technology Opportunities Fund as on 30 Jun 22
Equity Sector Allocation
Sector Value Technology 70.36% Communication Services 24.26% Industrials 0.99% Asset Allocation
Asset Class Value Cash 4.39% Equity 95.61% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY27% ₹648 Cr 4,430,000
↑ 630,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS13% ₹312 Cr 955,353 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL9% ₹226 Cr 3,300,000 Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT8% ₹189 Cr 92,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH7% ₹165 Cr 1,700,000 Netflix Inc (Communication Services)
Equity, Since 31 Aug 21 | NFLX5% ₹130 Cr 92,000 Wipro Ltd (Technology)
Equity, Since 30 Apr 21 | 5076855% ₹128 Cr 3,080,000 PVR Ltd (Communication Services)
Equity, Since 31 Jan 22 | PVR5% ₹121 Cr 650,000 Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL4% ₹99 Cr 5,600 NVIDIA Corp (Technology)
Equity, Since 30 Apr 21 | NVDA2% ₹58 Cr 47,000 5. Franklin India Technology Fund
CAGR/Annualized return of 18.6% since its launch. Ranked 41 in Sectoral category. Return for 2021 was 39% , 2020 was 56.8% and 2019 was 12.4% . Franklin India Technology Fund
Growth Launch Date 22 Aug 98 NAV (18 Aug 22) ₹301.051 ↓ -0.42 (-0.14 %) Net Assets (Cr) ₹657 on 30 Jun 22 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk High Expense Ratio 2.51 Sharpe Ratio -0.69 Information Ratio -0.18 Alpha Ratio -11.7 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 17 ₹10,000 31 Jul 18 ₹13,049 31 Jul 19 ₹13,114 31 Jul 20 ₹16,800 31 Jul 21 ₹26,256 31 Jul 22 ₹23,859 Returns for Franklin India Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Aug 22 Duration Returns 1 Month 12.1% 3 Month 4% 6 Month -8.3% 1 Year -9.3% 3 Year 24.6% 5 Year 20.2% 10 Year 15 Year Since launch 18.6% Historical performance (Yearly) on absolute basis
Year Returns 2021 39% 2020 56.8% 2019 12.4% 2018 11.9% 2017 19.1% 2016 -2.6% 2015 3.8% 2014 16.8% 2013 53.3% 2012 0.3% Fund Manager information for Franklin India Technology Fund
Name Since Tenure Anand Radhakrishnan 3 Mar 07 15.42 Yr. Varun Sharma 30 Nov 15 6.67 Yr. Sandeep Manam 18 Oct 21 0.79 Yr. Data below for Franklin India Technology Fund as on 30 Jun 22
Equity Sector Allocation
Sector Value Technology 62.1% Communication Services 16.35% Consumer Cyclical 9.15% Financial Services 3.03% Industrials 2.88% Basic Materials 0.61% Real Estate 0.24% Health Care 0.08% Asset Allocation
Asset Class Value Cash 5.19% Equity 94.53% Other 0.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY17% ₹111 Cr 760,000
↑ 8,535 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS15% ₹98 Cr 300,000
↑ 2,593 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH9% ₹61 Cr 630,000
↑ 2,826 Franklin Technology I Acc USD
Investment Fund | -8% ₹54 Cr 166,810
↑ 43,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL6% ₹41 Cr 600,000 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI4% ₹28 Cr 74,000
↑ 301 Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 5327554% ₹27 Cr 269,174
↑ 60,594 Cyient Ltd (Industrials)
Equity, Since 31 Dec 06 | CYIENT3% ₹19 Cr 250,000
↑ 13,916 MakeMyTrip Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | MMYT3% ₹17 Cr 82,135 PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 5433902% ₹14 Cr 247,000
↑ 13,586
Stay calm, focus on the long-term returns and let your investments bounce back from short-term fluctuations!
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