Best and the worst-performing mutual fund categories in last one year

Best and the worst-performing mutual fund categories in last one year

by 5paisa Research Team Last Updated: Dec 10, 2022 - 12:22 am 43.8k Views
Listen icon

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  

Share Market Today


How do you rate this article?

Start Investing in 5 mins*

Rs. 20 Flat Per Order | 0% Brokerage

378X91-D3

About the Author

Our research team is composed of some highly qualified research professionals, their expertise range across sectors.


Enjoy 0%* Brokerage with 5paisa
Resend OTP
Please Enter OTP
Mobile No. belongs to

By proceeding, you agree to the T&C.

Latest News
Trust Fintech IPO Subscribed 108.63 times

Trust Fintech IPO is book-built issue of ₹63.45 crores, consisting entirely of fresh issue shares totalling 62.82 lakh. Trust Fintech IPO commenced its subscription period on March 26, 2024, & concludes today, March 28, 2024.

Aspire & Innovative IPO Subscribed 15.17 times

Aspire & Innovative IPO is a book built issue of Rs 21.97 crores. The issue comprises entirely a fresh issue of 40.68 lakh shares. Aspire & Innovative IPO opens for subscription on March 26, 2024, and closes on March 28, 2024. The allotment for the Aspire & Innovative IPO is expected to be finalized on Monday, April 1, 2024.

Blue Pebble IPO Subscribed 56.32 times

Blue Pebble IPO, valued at ₹18.14 crores, comprises fresh issue of 10.8 lakh shares. Commencing subscription on March 26, 2024, Blue Pebble IPO is set to conclude on March 28, 2024. Allotment process is scheduled to be finalized by Monday, April 1, 2024. Following this, IPO is slated to debut on NSE SME, with tentative listing date of Wednesday, April 3, 2024.