Best and the worst-performing mutual fund categories in last one year
5paisa Research Team
10th December 2022 - 12:22 am
In last one-year equity mutual funds performed very well, let's have look at best and worst-performing equity funds.
Investment in mutual fund schemes, especially equity dedicated funds have generated exceptional returns in the last one year. The technology sector witnessed good performance within the equity category. While the banking sector performed worst among equity categories in the last one year. Both schemes are open-ended and equity-oriented. The return of the technology sectoral category for one year is 63.96%. Whereas, the one-year return for the banking sectoral category is 15.48%.
Let’s look at the best as well as worst-performing funds or ETFs within the category of Technology Sector and Banking Sector based on one year return:
|
Fund Name |
1-Year Return (%) |
AUM (in crs.) (as of 30th November 2021) |
Expense Ratio (%) (as of 30th November 2021) |
|
ICICI Prudential Technology Fund |
77.76 |
₹7,387 |
0.76 |
|
Tata Digital India Fund |
77.28 |
₹4,195 |
0.41 |
|
Aditya Birla Sun Life Digital India Fund |
72.53 |
₹2,842 |
0.88 |
|
SBI tech Opportunities Fund |
68.47 |
₹2,057 |
0.95 |
|
SBI ETF IT |
62.03 |
₹971 |
0.22 |
|
Fund Name |
1-Year Return (%) |
AUM (in crs.) (as of 30th November 2021) |
Expense Ratio (%) (as of 30th November 2021) |
|
SBI ETF Private Bank |
4.72 |
₹4 |
0.15 |
|
ICICI prudential Private Banks ETF |
4.77 |
₹2,433 |
0.15 |
|
Tata Nifty Private Bank ETF |
5.42 |
₹14 |
0.15 |
|
Baroda Banking & Financial Services |
8.97 |
₹50 |
1.77 |
|
LIC MF Banking & Financial Services |
11.28 |
₹56 |
1.48 |
Let’s look at the top holdings of the above-mentioned best as well as worst-performing funds:
|
ICICI Prudential Technology Fund |
|
|
Company Name |
Assets% |
|
Infosys |
22.30 |
|
Tata Consultancy Services |
8.97 |
|
Tech Mahindra |
8.58 |
|
HCL Technologies |
8.57 |
|
Persistent Systems |
4.93 |
|
SBI ETF Private Bank |
|
|
Company Name |
Assets% |
|
HDFC Bank |
25.73 |
|
ICICI Bank |
24.48 |
|
Kotak Mahindra Bank |
14.24 |
|
Axis Bank |
12.14 |
|
IndusInd Bank |
10.20 |
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Tanushree Jaiswal
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