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: Jan 03, 2022, 03:50 PM IST

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  

SENSEX
54,208.53
-109.94 (-0.20%)
Nifty 50
16,240.30
-19.00 (-0.12%)
Nifty Bank
34,163.70
-138.20 (-0.40%)
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SENSEX
54,208.53
-109.94 (-0.20%)
Nifty 50
16,240.30
-19.00 (-0.12%)
Nifty Bank
34,163.70
-138.20 (-0.40%)

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