Mutual funds weekly report|22-08-2020
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.
Page Contents
1-week mutual funds performance
Top 10 mutual funds – weekly
| Scheme Name | 1W |
| Aditya Birla Sun Life Infrastructure Fund – Direct Plan – Growth Sectoral/Thematic | 8.04% |
| ICICI Prudential Infrastructure Fund – Direct Plan – GrowthSectoral/Thematic | 7.43% |
| 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 Fund | 7.06% |
| 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 Fund | 6.76% |
| 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 Fund | 6.66% |
| DSP Small Cap Fund – Direct Plan – GrowthSmall Cap Fund | 6.57% |
Bottom 10 mutual funds – weekly
| Scheme Name | 1W |
| 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/Thematic | 0.28% |
| ITI Multi Cap Fund – Direct Plan – GrowthMulti Cap Fund | 0.38% |
| Franklin Asian Equity Fund – Direct – GrowthSectoral/Thematic | 0.40% |
| SBI Healthcare Opportunities Fund – Direct Plan – GrowthSectoral/Thematic | 0.48% |
| Franklin India Technology Fund – Direct – GrowthSectoral/Thematic | 0.62% |
| IDFC Focused Equity Fund – Direct Plan – GrowthFocused Fund | 0.64% |
| Nippon India Japan Equity Fund – Direct Plan – GrowthSectoral/Thematic | 0.70% |
1-month mutual funds performance
Top 10 mutual funds – Monthly
| Scheme Name | 1M |
| Quant Small Cap – Direct Plan – GrowthSmall Cap Fund | 25.88% |
| Quant Infrastructure Fund – Direct Plan – GrowthSectoral/Thematic | 19.41% |
| DSP Healthcare Fund – Direct Plan – GrowthSectoral/Thematic | 18.28% |
| Quant Tax Plan – Direct Plan – GrowthELSS | 17.22% |
| BOI AXA Small Cap Fund – Direct Plan – GrowthSmall Cap Fund | 16.90% |
| ICICI Prudential Commodities Fund – Direct Plan – GrowthSectoral/Thematic | 16.68% |
| Union Small Cap Fund – Direct Plan – GrowthSmall Cap Fund | 16.61% |
| Nippon India Capital Builder Fund IV – Series D – Direct Plan – GrowthMulti Cap Fund | 16.60% |
| UTI Healthcare – Direct Plan – GrowthSectoral/Thematic | 16.43% |
| SBI Healthcare Opportunities Fund – Direct Plan – GrowthSectoral/Thematic | 16.25% |
Bottom 10 mutual funds – Monthly
| Scheme Name | 1M |
| 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% |
1-year mutual funds performance
Top 10 mutual funds – Yearly
| Scheme Name | 1Y |
| DSP Healthcare Fund – Direct Plan – GrowthSectoral/Thematic | 77.91% |
| Mirae Asset Healthcare Fund – Direct Plan – GrowthSectoral/Thematic | 70.92% |
| ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund – Direct Plan – GrowthSectoral/Thematic | 67.16% |
| UTI Healthcare – Direct Plan – GrowthSectoral/Thematic | 65.82% |
| Nippon India Pharma Fund – Direct Plan – GrowthSectoral/Thematic | 64.26% |
| SBI Healthcare Opportunities Fund – Direct Plan – GrowthSectoral/Thematic | 62.45% |
| IDBI Healthcare Fund – Direct Plan – GrowthSectoral/Thematic | 59.82% |
| Tata India Pharma & Heathcare Fund – Direct Plan – GrowthSectoral/Thematic | 54.64% |
| Quant Small Cap – Direct Plan – GrowthSmall Cap Fund | 54.48% |
| Aditya Birla Sun Life Pharma & Healthcare Fund – Direct Plan – Growth Sectoral/Thematic | 51.23% |
Bottom 10 mutual funds – Yearly
| Scheme Name | 1Y |
| 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% |
5-year mutual fund returns
Top 10 mutual funds – 5 Year
| Scheme Name | 5Y |
| 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 – GrowthELSS | 14.98% |
| SBI Tax Advantage Fund – Series III – Direct Plan – GrowthELSS | 14.29% |
| 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 Fund | 13.77% |
| Parag Parikh Long Term Equity Fund – Direct Plan – GrowthMulti Cap Fund | 13.63% |
| Franklin Asian Equity Fund – Direct – GrowthSectoral/Thematic | 13.31% |
| SBI Magnum COMMA Fund – Direct Plan – GrowthSectoral/Thematic | 13.08% |
Bottom 10 mutual funds – 5 Year
| Scheme Name | 5Y |
| 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% |
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.
