These mutual fund schemes gave more than 45% returns in 3 months, is your investment in anyone

In the last 3 months, mutual funds have sold Rs 70,000 crore in the Indian market. From 31 October 2020 to 10 February 2021, the Nifty TRI benchmark index has seen a 30 per cent growth, while 10 equity mutual funds have given over 45 per cent returns in this period. Two of these schemes relate to UTI and ICICI AMCs. In this analysis, we are only including those schemes whose asset under management (AUM) is more than Rs 500 crore. In our analysis, we have used data from ACE MF.

SBI-ETF Nifty Bank:

The fresh net asset value of this scheme is Rs 361.37. It has seen a 50% increase between 31 October 2020 and 10 February 2021. The fund has 100 per cent investment in Indian stocks, of which 69.68 per cent are large-cap shares and 3.43 per cent are mid-cap shares.

HDFC Ltd Stocks Reach All-Time High, Company’s M-Cap Crosses Rs 5 Lakh Crore

Kotak Banking ETF:

The latest NAV of this scheme is 360.77 rupees. Between 31 October 2020 and 10 February 2021, it has seen an increase of 50 percent. It is an open-ended exchange-traded fund. All its investment is in Indian stocks. Of which 69.68 per cent are large-cap shares and 3.43 per cent are midcap shares.

Nippon India Banking Fund (G):

The latest NAV of this scheme is Rs 304.15. Between 31 October 2020 and 10 February 2021, it has seen an increase of 48 percent. Most of this stock is invested in banking sector stocks. Its 96.83 percent investment is in Indian stocks. Of which 50.6 per cent are large-cap shares while 16.38 are mid-cap shares. The share of small-cap shares is 8.42 per cent.

Rakesh Jhunjhunwala earns Rs 663 crore from these 5 stocks in 9 days after Budget 2021, these companies

UTI Banking and Financial Services Fund-Reg (D):

The latest NAV of this scheme is Rs 110.22. Between 31 October 2020 and 10 February 2021, it has seen an increase of 47 percent. The fund mainly invests in stocks in the bank and financial sector.

Aditya Birla SL Banking & Financial Services Fund-Reg (G):

The latest NAV of this scheme is 34.76 rupees. Between 31 October 2020 and 10 February 2021, it has seen an increase of 47 percent. The fund mainly invests in stocks in the bank and financial sector. Its 95.02 percent investment is in Indian stocks. Of this, LORGCAP holds 68.53 per cent, Midcap has 1.94 per cent and Smallcap has 9.58 per cent.

GST compensation cess may be required by 2025-26 on vehicles and tobacco

Franklin Build India Fund (G):

The latest NAV of this scheme is Rs 50.33. Between 31 October 2020 and 10 February 2021, it has seen an increase of 46 percent. A large part of this is invested in Indian stocks. Of which 65 per cent stake is in large-cap shares and 25 per cent is in smallcap shares.

UTI Infrastructure Fund-Reg (D):

The current NAV of this scheme is Rs 71.25. Between 31 October 2020 and 10 February 2021, it has seen an increase of 46 percent. This fund mainly invests in the infrastructure sector stocks. Indian shares account for 99.55 per cent of its investment, of which LORKSCAP holds 59.73 per cent, MIDCAP shares 20.28 per cent and SmallCap shares 15.33 per cent.

Approval of e-KYC for NPS account, open NPS account through PAN card

 

Add a Comment

Your email address will not be published. Required fields are marked *