Table of Contents
- Defining Volatility
- Identifying a Volatile Stock
- Advantages of High Volatile Stocks
- Disadvantages
- Most Volatile Stocks in India
- In a Nutshell
Top 11 Funds
- ICICI Prudential Infrastructure Fund
- ICICI Prudential Technology Fund
- IDFC Infrastructure Fund
- Nippon India Power and Infra Fund
- L&T Emerging Businesses Fund
- ICICI Prudential Dividend Yield Equity Fund
- TATA Digital India Fund
- BOI AXA Manufacturing and Infrastructure Fund
- Franklin India Opportunities Fund
- Franklin Build India Fund
- SBI Healthcare Opportunities Fund
Dealing with Volatile Stocks
When the stock Market goes hills and valleys, the entire perception regarding the financial market alters and shifts. The ups and downs, when happening frequently, the overestimation of downside risk becomes recurring.
This downside risk of losing anything significant leaves investors, especially the new ones, with enough fear to keep away from stocks. However, an aspect regarding high movement stocks, also known as volatile stocks, is that they come with major financial gains.
In this post, let’s find out more about Volatility and how cautious should you be when Investing in such stocks.
Defining Volatility
Put simply; volatility is a statistical measure that assesses the returns’ Range for a specific Market Index or stock. It gauges the deviation with a standard or variance deviation between returns. The volatility of a stock is equal to the amount that certain stock will be separating from the original price whereat it was being traded earlier.
This can be considered as a pendulum. The more the pendulum moves from its original position, the more it is volatile and vice versa. With high volatility, the dispersal will be broader; hence, there will be a broader price range.
As far as the low volatility is concerned, the situation will be completely the opposite. One of the best aspects of volatile stocks is that volatility can be calculated; thus, they can be strategically acted upon to maximize profits.
For active investors, volatility is more of a friend than a foe. The upside advantages are not just obvious but comparatively higher in comparison to a long position in a stock.
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Identifying a Volatile Stock
The most volatile stocks can easily be identified by the Beta index. This index considers the effect that stock market fluctuations create on a certain share price and compares it with the benchmark index’s changes.
Shares that have a beta value of 1 are regarded as a relatively safer investment, considering that the fluctuations in the market are proportional to changes that big companies reflect. On the other hand, a share with the beta value that is less than 1 means that it is stable security.
Keeping in mind that more than 1 beta signifies extensive fluctuations with market changes; it is considered as a risky investment. This way, if stocks have beta values that are higher than 1, you can take them as high volatility stocks.
Also, even minor changes in the indicators of stock market impact the volatility rates. In the current economic condition, any sign that leads to changes can create uncertainty in terms of the company’s performance. Therefore, this creates massive demands in the purchase and/or sale of assets in the market, leading to uncertain stock market volatility.
Advantages of High Volatile Stocks
- High returns
- Appropriate for all investment objectives and goals
- Lower costs
- Market value fall
- Lesser market demand
Disadvantages
- High risk
- No dividend payouts
- Trapped value
- Sectoral downtrends
Most Volatile Stocks in India
Cipla
Established in 1935, Cipla Limited is a multinational pharmaceutical company, which is based in India. Primarily, this firm develops medicines for depression, weight control, diabetes, arthritis, cardiovascular diseases, respiratory issues and other medical conditions.
Currently, the Cipla stock is priced at ₹790.50. With no major stock weakness whatsoever, Cipla stock boasts of a variety of strengthening factors as well.
Reliance
Founded in 1973 in Mumbai, Reliance Industries Limited is a multinational conglomerate that has a variety of businesses across India. Reliance is majorly operating in telecommunications, retail, natural resources, textiles, petrochemicals and energy.
The Reliance stock is running at a price of ₹1,992.45. In terms of strength and weakness, this company holds both of them. While its MFs decreased the shareholding in the last quarter, the company has been decreasing its debt considerably.
ICICI Bank
Headquartered in Mumbai, ICICI Bank was founded in 1994. This one is a multinational bank that deals in a variety of banking and financial services. With its registered office established in Vadodara, the branches of ICICI are available in every nook and corner of India.
As far as stock pricing is concerned, currently, this company is running at ₹525.35. Sure, there are threats and weaknesses with this company, but the list of strengths and opportunities are equally high.
In a Nutshell
Investors who have a high-risk appetite and a cautious eye that can identify the high stocks should continue with their decision of investing in volatile stocks. This means that before continuing with the decision of investing in the market, you must know how stock market fluctuations can be read as they impact stocks massively.
Along with that, experts also recommend developing a long-term vision. With a comprehensive plan in hand, returns will be manifold. However, if you think stocks could be too much to Handle, especially if you don't possess any knowledge regarding them, investing in Mutual Funds will be a much better idea. Being a popular investment option, Mutual Funds offer a variety of advantages. Irrespective of your stance in the market, investing in mutual funds will always be a fruitful decision.
To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments. ICICI Prudential Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Aug 05. It is a fund with High risk and has given a Below is the key information for ICICI Prudential Infrastructure 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 The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. However, there can be no assurance that the investment objective of the scheme will be realized. IDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 8 Mar 11. It is a fund with High risk and has given a Below is the key information for IDFC Infrastructure Fund Returns up to 1 year are on (Erstwhile Reliance Diversified Power Sector Fund) The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector. Nippon India Power and Infra Fund is a Equity - Sectoral fund was launched on 8 May 04. It is a fund with High risk and has given a Below is the key information for Nippon India Power and Infra Fund Returns up to 1 year are on To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities. L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a Below is the key information for L&T Emerging Businesses Fund Returns up to 1 year are on The investment objective of ICICI Prudential Dividend Yield Equity Fund is to provide medium to long term capital gains and/or dividend distribution by investing in a well diversified portfolio of predominantly equity and equity related instruments, which offer attractive dividend yield ICICI Prudential Dividend Yield Equity Fund is a Equity - Dividend Yield fund was launched on 16 May 14. It is a fund with Moderately High risk and has given a Below is the key information for ICICI Prudential Dividend Yield Equity 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 The Scheme seeks to generate long term capital appreciation through a portfolio of predominantly equity and equity related securities of companies engaged in manufacturing and infrastructure and related sectors. Further, there can be no assurance that the investment objectives of the scheme will be realized. The Scheme is not providing any assured or guaranteed returns BOI AXA Manufacturing and Infrastructure Fund is a Equity - Sectoral fund was launched on 5 Mar 10. It is a fund with High risk and has given a Below is the key information for BOI AXA Manufacturing and Infrastructure Fund Returns up to 1 year are on The investment objective of Franklin India Opportunities Fund (FIOF) is to generate capital appreciation by capitalizing on the long-term growth opportunities in the Indian economy. Franklin India Opportunities Fund is a Equity - Sectoral fund was launched on 21 Feb 00. It is a fund with Moderately High risk and has given a Below is the key information for Franklin India Opportunities Fund Returns up to 1 year are on The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities. Franklin Build India Fund is a Equity - Sectoral fund was launched on 4 Sep 09. It is a fund with High risk and has given a Below is the key information for Franklin Build India Fund Returns up to 1 year are on (Erstwhile SBI Pharma Fund) To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. SBI Healthcare Opportunities Fund is a Equity - Sectoral fund was launched on 31 Dec 04. It is a fund with High risk and has given a Below is the key information for SBI Healthcare Opportunities 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 (%) 2023 (%) ICICI Prudential Infrastructure Fund Growth ₹170.99
↑ 1.54 ₹7,435 100 -6.5 -10.1 5.6 27.9 28.3 27.4 ICICI Prudential Technology Fund Growth ₹201.98
↓ -1.48 ₹14,101 100 -1.7 -1.7 10.9 9.6 26.5 25.4 IDFC Infrastructure Fund Growth ₹43.6
↑ 0.77 ₹1,641 100 -13.1 -22 4.5 23.2 25.4 39.3 Nippon India Power and Infra Fund Growth ₹300.972
↑ 4.46 ₹7,001 100 -10.9 -18.3 -0.5 26.6 25.4 26.9 L&T Emerging Businesses Fund Growth ₹72.0931
↑ 1.09 ₹17,386 500 -13.9 -16.1 -0.2 18.1 25.3 28.5 ICICI Prudential Dividend Yield Equity Fund Growth ₹47.63
↑ 0.07 ₹4,835 100 -2.9 -8.1 6.9 20.8 25.3 21 TATA Digital India Fund Growth ₹49.5677
↑ 0.03 ₹12,465 150 -4 -3.2 12.3 11.1 25.2 30.6 BOI AXA Manufacturing and Infrastructure Fund Growth ₹49.02
↑ 0.61 ₹524 1,000 -9.6 -16.4 3.7 20.8 24.8 25.7 Franklin India Opportunities Fund Growth ₹224.131
↑ 1.70 ₹5,948 500 -6.8 -10.9 12.7 25.1 24.8 37.3 Franklin Build India Fund Growth ₹123.406
↑ 1.34 ₹2,659 500 -9.6 -14.6 2.3 25 24.6 27.8 SBI Healthcare Opportunities Fund Growth ₹395.347
↓ -0.37 ₹3,522 500 -4.1 0.6 13.8 22.4 24.5 42.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Feb 25 200 Crore in Equity Category of mutual funds ordered based on 5 year calendar year returns.
1. ICICI Prudential Infrastructure Fund
CAGR/Annualized return of 15.7% since its launch. Ranked 27 in Sectoral category. Return for 2024 was 27.4% , 2023 was 44.6% and 2022 was 28.8% . ICICI Prudential Infrastructure Fund
Growth Launch Date 31 Aug 05 NAV (20 Feb 25) ₹170.99 ↑ 1.54 (0.91 %) Net Assets (Cr) ₹7,435 on 31 Jan 25 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 2.22 Sharpe Ratio 0.64 Information Ratio 0 Alpha Ratio 0 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 Returns for ICICI Prudential Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25 Duration Returns 1 Month -5.6% 3 Month -6.5% 6 Month -10.1% 1 Year 5.6% 3 Year 27.9% 5 Year 28.3% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 27.4% 2022 44.6% 2021 28.8% 2020 50.1% 2019 3.6% 2018 2.6% 2017 -14% 2016 40.8% 2015 2% 2014 -3.4% Fund Manager information for ICICI Prudential Infrastructure Fund
Name Since Tenure Data below for ICICI Prudential Infrastructure Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. ICICI Prudential Technology Fund
CAGR/Annualized return of 12.8% since its launch. Ranked 37 in Sectoral category. Return for 2024 was 25.4% , 2023 was 27.5% and 2022 was -23.2% . ICICI Prudential Technology Fund
Growth Launch Date 3 Mar 00 NAV (19 Feb 25) ₹201.98 ↓ -1.48 (-0.73 %) Net Assets (Cr) ₹14,101 on 31 Jan 25 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 1.96 Sharpe Ratio 0.63 Information Ratio 0.21 Alpha Ratio 0.86 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 Returns for ICICI Prudential Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25 Duration Returns 1 Month -3.5% 3 Month -1.7% 6 Month -1.7% 1 Year 10.9% 3 Year 9.6% 5 Year 26.5% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 25.4% 2022 27.5% 2021 -23.2% 2020 75.7% 2019 70.6% 2018 2.3% 2017 19.1% 2016 19.8% 2015 -4% 2014 3.9% Fund Manager information for ICICI Prudential Technology Fund
Name Since Tenure Data below for ICICI Prudential Technology Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. IDFC Infrastructure Fund
CAGR/Annualized return of 11.1% since its launch. Ranked 1 in Sectoral category. Return for 2024 was 39.3% , 2023 was 50.3% and 2022 was 1.7% . IDFC Infrastructure Fund
Growth Launch Date 8 Mar 11 NAV (20 Feb 25) ₹43.6 ↑ 0.77 (1.80 %) Net Assets (Cr) ₹1,641 on 31 Jan 25 Category Equity - Sectoral AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk High Expense Ratio 2.33 Sharpe Ratio 0.49 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 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 Returns for IDFC Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25 Duration Returns 1 Month -12% 3 Month -13.1% 6 Month -22% 1 Year 4.5% 3 Year 23.2% 5 Year 25.4% 10 Year 15 Year Since launch 11.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 39.3% 2022 50.3% 2021 1.7% 2020 64.8% 2019 6.3% 2018 -5.3% 2017 -25.9% 2016 58.7% 2015 10.7% 2014 -0.2% Fund Manager information for IDFC Infrastructure Fund
Name Since Tenure Data below for IDFC Infrastructure Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Nippon India Power and Infra Fund
CAGR/Annualized return of 17.8% since its launch. Ranked 13 in Sectoral category. Return for 2024 was 26.9% , 2023 was 58% and 2022 was 10.9% . Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (20 Feb 25) ₹300.972 ↑ 4.46 (1.51 %) Net Assets (Cr) ₹7,001 on 31 Jan 25 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 2.05 Sharpe Ratio 0.29 Information Ratio 1.18 Alpha Ratio 3.79 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 Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25 Duration Returns 1 Month -10.4% 3 Month -10.9% 6 Month -18.3% 1 Year -0.5% 3 Year 26.6% 5 Year 25.4% 10 Year 15 Year Since launch 17.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 26.9% 2022 58% 2021 10.9% 2020 48.9% 2019 10.8% 2018 -2.9% 2017 -21.1% 2016 61.7% 2015 0.1% 2014 0.3% Fund Manager information for Nippon India Power and Infra Fund
Name Since Tenure Data below for Nippon India Power and Infra Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. L&T Emerging Businesses Fund
CAGR/Annualized return of 20.1% since its launch. Ranked 2 in Small Cap category. Return for 2024 was 28.5% , 2023 was 46.1% and 2022 was 1% . L&T Emerging Businesses Fund
Growth Launch Date 12 May 14 NAV (20 Feb 25) ₹72.0931 ↑ 1.09 (1.54 %) Net Assets (Cr) ₹17,386 on 31 Dec 24 Category Equity - Small Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 1.73 Sharpe Ratio 1.32 Information Ratio 0.19 Alpha Ratio 3.87 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 Returns for L&T Emerging Businesses Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25 Duration Returns 1 Month -13.3% 3 Month -13.9% 6 Month -16.1% 1 Year -0.2% 3 Year 18.1% 5 Year 25.3% 10 Year 15 Year Since launch 20.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 28.5% 2022 46.1% 2021 1% 2020 77.4% 2019 15.5% 2018 -8.1% 2017 -13.7% 2016 66.5% 2015 10.2% 2014 12.3% Fund Manager information for L&T Emerging Businesses Fund
Name Since Tenure Data below for L&T Emerging Businesses Fund as on 31 Dec 24
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. ICICI Prudential Dividend Yield Equity Fund
CAGR/Annualized return of 15.6% since its launch. Ranked 38 in Dividend Yield category. Return for 2024 was 21% , 2023 was 38.8% and 2022 was 9.2% . ICICI Prudential Dividend Yield Equity Fund
Growth Launch Date 16 May 14 NAV (20 Feb 25) ₹47.63 ↑ 0.07 (0.15 %) Net Assets (Cr) ₹4,835 on 31 Jan 25 Category Equity - Dividend Yield AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.41 Sharpe Ratio 0.65 Information Ratio 1.45 Alpha Ratio 4.75 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 Returns for ICICI Prudential Dividend Yield Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25 Duration Returns 1 Month -2.4% 3 Month -2.9% 6 Month -8.1% 1 Year 6.9% 3 Year 20.8% 5 Year 25.3% 10 Year 15 Year Since launch 15.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 21% 2022 38.8% 2021 9.2% 2020 47.1% 2019 14.1% 2018 -2.9% 2017 -11.9% 2016 40.7% 2015 9.7% 2014 -5.2% Fund Manager information for ICICI Prudential Dividend Yield Equity Fund
Name Since Tenure Data below for ICICI Prudential Dividend Yield Equity Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. TATA Digital India Fund
CAGR/Annualized return of 19.1% since its launch. Return for 2024 was 30.6% , 2023 was 31.9% and 2022 was -23.3% . TATA Digital India Fund
Growth Launch Date 28 Dec 15 NAV (20 Feb 25) ₹49.5677 ↑ 0.03 (0.07 %) Net Assets (Cr) ₹12,465 on 31 Jan 25 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 0 Sharpe Ratio 0.68 Information Ratio 0.44 Alpha Ratio 2.22 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 Returns for TATA Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25 Duration Returns 1 Month -5% 3 Month -4% 6 Month -3.2% 1 Year 12.3% 3 Year 11.1% 5 Year 25.2% 10 Year 15 Year Since launch 19.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 30.6% 2022 31.9% 2021 -23.3% 2020 74.4% 2019 54.8% 2018 7.5% 2017 24.9% 2016 19.6% 2015 -6% 2014 Fund Manager information for TATA Digital India Fund
Name Since Tenure Data below for TATA Digital India Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. BOI AXA Manufacturing and Infrastructure Fund
CAGR/Annualized return of 11.2% since its launch. Return for 2024 was 25.7% , 2023 was 44.7% and 2022 was 3.3% . BOI AXA Manufacturing and Infrastructure Fund
Growth Launch Date 5 Mar 10 NAV (20 Feb 25) ₹49.02 ↑ 0.61 (1.26 %) Net Assets (Cr) ₹524 on 31 Jan 25 Category Equity - Sectoral AMC BOI AXA Investment Mngrs Private Ltd Rating Risk High Expense Ratio 2.57 Sharpe Ratio 0.5 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for BOI AXA Manufacturing and Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25 Duration Returns 1 Month -9.5% 3 Month -9.6% 6 Month -16.4% 1 Year 3.7% 3 Year 20.8% 5 Year 24.8% 10 Year 15 Year Since launch 11.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 25.7% 2022 44.7% 2021 3.3% 2020 52.5% 2019 28.1% 2018 2.5% 2017 -22.8% 2016 56% 2015 1% 2014 0.3% Fund Manager information for BOI AXA Manufacturing and Infrastructure Fund
Name Since Tenure Data below for BOI AXA Manufacturing and Infrastructure Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. Franklin India Opportunities Fund
CAGR/Annualized return of 13.2% since its launch. Ranked 47 in Sectoral category. Return for 2024 was 37.3% , 2023 was 53.6% and 2022 was -1.9% . Franklin India Opportunities Fund
Growth Launch Date 21 Feb 00 NAV (20 Feb 25) ₹224.131 ↑ 1.70 (0.76 %) Net Assets (Cr) ₹5,948 on 31 Jan 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.12 Sharpe Ratio 0.94 Information Ratio 1.44 Alpha Ratio 10.74 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 Returns for Franklin India Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25 Duration Returns 1 Month -7.3% 3 Month -6.8% 6 Month -10.9% 1 Year 12.7% 3 Year 25.1% 5 Year 24.8% 10 Year 15 Year Since launch 13.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 37.3% 2022 53.6% 2021 -1.9% 2020 29.7% 2019 27.3% 2018 5.4% 2017 -10.1% 2016 35.6% 2015 4.2% 2014 2.3% Fund Manager information for Franklin India Opportunities Fund
Name Since Tenure Data below for Franklin India Opportunities Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. Franklin Build India Fund
CAGR/Annualized return of 17.6% since its launch. Ranked 4 in Sectoral category. Return for 2024 was 27.8% , 2023 was 51.1% and 2022 was 11.2% . Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (20 Feb 25) ₹123.406 ↑ 1.34 (1.10 %) Net Assets (Cr) ₹2,659 on 31 Jan 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.13 Sharpe Ratio 0.47 Information Ratio 0 Alpha Ratio 0 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 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25 Duration Returns 1 Month -8% 3 Month -9.6% 6 Month -14.6% 1 Year 2.3% 3 Year 25% 5 Year 24.6% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 27.8% 2022 51.1% 2021 11.2% 2020 45.9% 2019 5.4% 2018 6% 2017 -10.7% 2016 43.3% 2015 8.4% 2014 2.1% Fund Manager information for Franklin Build India Fund
Name Since Tenure Data below for Franklin Build India Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 11. SBI Healthcare Opportunities Fund
CAGR/Annualized return of 15.4% since its launch. Ranked 34 in Sectoral category. Return for 2024 was 42.2% , 2023 was 38.2% and 2022 was -6% . SBI Healthcare Opportunities Fund
Growth Launch Date 31 Dec 04 NAV (19 Feb 25) ₹395.347 ↓ -0.37 (-0.09 %) Net Assets (Cr) ₹3,522 on 31 Jan 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 2.09 Sharpe Ratio 1.36 Information Ratio 0.67 Alpha Ratio 4.66 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 Returns for SBI Healthcare Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 25 Duration Returns 1 Month -5% 3 Month -4.1% 6 Month 0.6% 1 Year 13.8% 3 Year 22.4% 5 Year 24.5% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 42.2% 2022 38.2% 2021 -6% 2020 20.1% 2019 65.8% 2018 -0.5% 2017 -9.9% 2016 2.1% 2015 -14% 2014 27.1% Fund Manager information for SBI Healthcare Opportunities Fund
Name Since Tenure Data below for SBI Healthcare Opportunities Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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