Mutual funds weekly report|22-08-2020

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Mutual funds weekly report

The Indian markets had a volatile last week. Nifty 50 remained flat gaining 1.11% over the week. Let’s have a look at how the mutual funds have performed. If you want to download the report, you can download using the download link at the bottom of the page.

1-week mutual funds performance

Top 10 mutual funds – weekly

Scheme Name1W
Aditya Birla Sun Life Infrastructure Fund – Direct Plan – Growth
Sectoral/Thematic
8.04%
ICICI Prudential Infrastructure Fund – Direct Plan – GrowthSectoral/Thematic7.43%
Sundaram Long Term Micro Cap Tax Advantage Fund – Series III – Direct Plan
– GrowthELSS
7.34%
Sundaram Long Term
Micro Cap Tax Advantage Fund – Series IV – Direct Plan –
GrowthELSS
7.28%
ICICI Prudential Smallcap Fund – Direct Plan – GrowthSmall Cap Fund7.06%
Sundaram Long Term Micro Cap Tax Advantage Fund – Series V – Direct Plan –
GrowthELSS
7.01%
Sundaram Select Micro Cap – Series XV – Direct Plan – GrowthSmall Cap Fund6.76%
Sundaram Long Term Micro Cap Tax Advantage Fund – Series VI – Direct Plan –
GrowthELSS
6.72%
Sundaram Select Micro Cap – Series XIV – Direct Plan – GrowthSmall Cap Fund6.66%
DSP Small Cap Fund – Direct Plan – GrowthSmall Cap Fund6.57%
Top 10 mutual funds – weekly

Bottom 10 mutual funds – weekly

Scheme Name1W
Aditya Birla Sun Life Commodity Equities Fund – Direct Plan – Global Agri
Plan – GrowthSectoral/Thematic
-0.56%
Aditya Birla Sun Life International Equity Fund – Plan A – Direct Plan –
GrowthSectoral/Thematic
-0.43%
ICICI Prudential US Bluechip Equity Fund – Direct Plan – Growth
Sectoral/Thematic
-0.14%
Tata India Pharma & Heathcare Fund – Direct Plan – GrowthSectoral/Thematic0.28%
ITI Multi Cap Fund – Direct Plan – GrowthMulti Cap Fund0.38%
Franklin Asian Equity Fund – Direct – GrowthSectoral/Thematic0.40%
SBI Healthcare Opportunities Fund – Direct Plan – GrowthSectoral/Thematic0.48%
Franklin India Technology Fund – Direct – GrowthSectoral/Thematic0.62%
IDFC Focused Equity Fund – Direct Plan – GrowthFocused Fund0.64%
Nippon India Japan Equity Fund – Direct Plan – GrowthSectoral/Thematic0.70%
Bottom 10 mutual funds – weekly

1-month mutual funds performance

Top 10 mutual funds – Monthly

Scheme Name1M
Quant Small Cap – Direct Plan – GrowthSmall Cap Fund25.88%
Quant Infrastructure Fund – Direct Plan – GrowthSectoral/Thematic19.41%
DSP Healthcare Fund – Direct Plan – GrowthSectoral/Thematic18.28%
Quant Tax Plan – Direct Plan – GrowthELSS17.22%
BOI AXA Small Cap Fund – Direct Plan – GrowthSmall Cap Fund16.90%
ICICI Prudential Commodities Fund – Direct Plan – GrowthSectoral/Thematic16.68%
Union Small Cap Fund – Direct Plan – GrowthSmall Cap Fund16.61%
Nippon India Capital Builder Fund IV – Series D – Direct Plan – GrowthMulti
Cap Fund
16.60%
UTI Healthcare – Direct Plan – GrowthSectoral/Thematic16.43%
SBI Healthcare Opportunities Fund – Direct Plan – GrowthSectoral/Thematic16.25%
Top 10 mutual funds – weekly

Bottom 10 mutual funds – Monthly

Scheme Name1M
HSBC Focused Equity Fund – Direct Plan – GrowthFocused Fund
Sundaram Financial Services Opportunities Fund – Direct Plan – Growth
Sectoral/Thematic
-2.32%
IDBI Banking & Financial Services Fund – Direct Plan – Growth
Sectoral/Thematic
-2.18%
Tata Banking And Financial Services Fund – Direct Plan – Growth
Sectoral/Thematic
-1.82%
Taurus Banking and Financial Services Fund – Direct Plan – Growth
Sectoral/Thematic
-1.81%
LIC MF BANKING & FINANCIAL SERVICES FUND – Direct Plan – Growth
Sectoral/Thematic
-1.68%
Invesco India Financial Services Fund – Direct Plan – Growth
Sectoral/Thematic
-1.62%
Baroda Banking and Financial Services Fund – Plan B (Direct) – Growth
Sectoral/Thematic
-1.49%
UTI Banking and Financial Services Fund – Direct Plan – Growth
Sectoral/Thematic
-1.18%
SBI Banking & Financial Services Fund – Direct Plan – Growth
Sectoral/Thematic
-1.14%
Bottom 10 mutual funds – Monthly

1-year mutual funds performance

Top 10 mutual funds – Yearly

Scheme Name1Y
DSP Healthcare Fund – Direct Plan – GrowthSectoral/Thematic77.91%
Mirae Asset Healthcare Fund – Direct Plan – GrowthSectoral/Thematic70.92%
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund – Direct
Plan – GrowthSectoral/Thematic
67.16%
UTI Healthcare – Direct Plan – GrowthSectoral/Thematic65.82%
Nippon India Pharma Fund – Direct Plan – GrowthSectoral/Thematic64.26%
SBI Healthcare Opportunities Fund – Direct Plan – GrowthSectoral/Thematic62.45%
IDBI Healthcare Fund – Direct Plan – GrowthSectoral/Thematic59.82%
Tata India Pharma & Heathcare Fund – Direct Plan – GrowthSectoral/Thematic54.64%
Quant Small Cap – Direct Plan – GrowthSmall Cap Fund54.48%
Aditya Birla Sun Life Pharma & Healthcare Fund – Direct Plan – Growth
Sectoral/Thematic
51.23%
Top 10 mutual funds – Yearly

Bottom 10 mutual funds – Yearly

Scheme Name1Y
Nippon India Banking Fund – GrowthSectoral/Thematic-21.74%
Nippon India Banking Fund – Direct Plan – GrowthSectoral/Thematic-21.20%
UTI Banking and Financial Services Fund – GrowthSectoral/Thematic-20.40%
UTI Banking and Financial Services Fund – Direct Plan – Growth
Sectoral/Thematic
-19.68%
HDFC Infrastructure Fund – GrowthSectoral/Thematic-16.77%
HDFC Infrastructure Fund – Direct Plan – GrowthSectoral/Thematic-16.14%
LIC MF BANKING & FINANCIAL SERVICES FUND – Regular Plan – Growth
Sectoral/Thematic
-15.74%
ICICI Prudential Banking and Financial Services Fund – Growth
Sectoral/Thematic
-15.55%
Aditya Birla Sun Life Banking and Financial Services Fund – Regular Plan –
GrowthSectoral/Thematic
-15.33%
LIC MF BANKING & FINANCIAL SERVICES FUND – Direct Plan – Growth
Sectoral/Thematic
-14.87%
Bottom 10 mutual funds – Yearly

5-year mutual fund returns

Top 10 mutual funds – 5 Year

Scheme Name5Y
Nippon India US Equity Opportunities Fund – Direct Plan – Growth
Sectoral/Thematic
17.44%
ICICI Prudential US Bluechip Equity Fund – Direct Plan – Growth
Sectoral/Thematic
15.24%
Quant Tax Plan – Direct Plan – GrowthELSS14.98%
SBI Tax Advantage Fund – Series III – Direct Plan – GrowthELSS14.29%
Aditya Birla Sun Life Digital India Fund – Direct Plan – Growth
Sectoral/Thematic
14.02%
Mirae Asset Emerging Bluechip Fund – Direct Plan – GrowthLarge & Mid Cap
Fund
13.92%
SBI Small Cap Fund – Direct Plan – GrowthSmall Cap Fund13.77%
Parag Parikh Long Term Equity Fund – Direct Plan – GrowthMulti Cap Fund13.63%
Franklin Asian Equity Fund – Direct – GrowthSectoral/Thematic13.31%
SBI Magnum COMMA Fund – Direct Plan – GrowthSectoral/Thematic13.08%
Top 10 mutual funds – 5 Year

Bottom 10 mutual funds – 5 Year

Scheme Name5Y
HDFC Infrastructure Fund – GrowthSectoral/Thematic-6.11%
HSBC Infrastructure Equity Fund – GrowthSectoral/Thematic-5.83%
HDFC Infrastructure Fund – Direct Plan – GrowthSectoral/Thematic-5.35%
HSBC Infrastructure Equity Fund – Direct Plan – GrowthSectoral/Thematic-5.01%
LIC MF BANKING & FINANCIAL SERVICES FUND – Regular Plan – Growth
Sectoral/Thematic
-1.79%
SBI PSU Fund – GrowthSectoral/Thematic-1.25%
UTI Transportation and Logistics Fund – GrowthSectoral/Thematic-0.76%
LIC MF BANKING & FINANCIAL SERVICES FUND – Direct Plan – Growth
Sectoral/Thematic
-0.71%
SBI PSU Fund – Direct Plan – GrowthSectoral/Thematic-0.62%
Nippon India Tax Saver Fund – GrowthELSS-0.06%
Bottom 10 mutual funds – 5 Year

We will be uploading the mutual fund performance on a weekly basis. So stay tuned to this blog. Download a copy of the above report by using the below link.

Mutual funds weekly report download

Download a copy of this report from here.


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