BEST PERFORMING MUTUAL FUNDS IN SEPTEMBER 2021

September 2021, includes in one of the historical months in Indian Stock market. In this month Indian Share Bazaar cross 60000 points first time. So very first Congratulations India.

Here, I am providing information of best performing mutual funds in September 2021.

Large Cap funds

1. ITI Large Cap Fund- Direct Plan Growth- 5.64%
2. HDFC Top 100 Fund- Direct Plan Growth- 4.91%
3. Nippon India Large Cap Fund- Direct Growth- 4.15%
4. IDBI India Top 100 Equity Fund- Direct Growth-3.68%
5. SBI Blue Chip  Fund- Direct Plan- Growth- 3.42%

Large-Mid Cap Funds

1. ICICI Prudential Large & Mid-Cap Fund- Direct Plan- Growth- 8.15%
2. HDFC Large & Mid-Cap Fund- Direct Plan- Growth- 5.21%
3. Mahindra Manulife Top 250 Nivesh Yojana- Direct Plan- Growth-5.20%
4. Baroda Large & Mid-Cap Fund- Direct Plan- Growth- 4.66%
5. Navi Large & Mid-Cap Fund- Direct Plan -Growth- 4.01%

Mid-Cap Funds

1. Motilal Oswal Mid-Cap 30 Fund- Direct Plan- Growth- 6.39%
2. Baroda Mid-Cap Fund- Plan B (Direct)- Growth- 6.31%
3. Baroda Mid-Cap Fund- Plan A (Direct)- Growth- 6.21%
4. Nippon India Growth Fund- Direct Plan- Growth- 4.84%
5. Invesco India Mid-Cap Fund- Direct Plan- Growth- 4.49%

Small-Cap Funds

1. Sundaram Select Micro Cap- Series XV- Direct Plan Growth- 7.36%
2. Sundaram Select Micro Cap- Series XVI- Direct Plan Growth- 7.26%
3. Sundaram Select Micro Cap- Series XIV- Direct Plan Growth- 7.13%
4. Sundaram Select Micro Cap- Series XVII- Direct Plan Growth- 6.97%
5. Quant Small Cap- Direct Plan- Growth- 6.75%

Multi Cap Funds

1. Baroda Multi Cap Fund- Plan B (Direct)- Growth- 5.68%
2. Baroda Multi Cap Fund- Plan A- Growth- 5.60%
3. Nippon India Multi Cap Fund Direct Pland- Growth- 5.51%
4. Kotak India Growth Fund- Series IV- Direct Plan Growth- 5.30%
5. Nippon India, India Opportunity Fund- Series A- Growth- 4.84%

Flexi Cap Funds

1. HDFC Flexi Cap Fund- Direct Plan- Growth- 6.30%
2. Franklin India Flexi cap Fund- Direct- Growth- 4.75%
3. JM Flexi Cap Fund- Direct- Growth- 3.72%
4. IDBI Flexi Cap Fund- Direct- Growth- 3.51%
5. Parag Parikh Flexi Cap Fund- Direct Plan- Growth- 3.38%

Sectoral Funds

1. ICICI Prudential India Opportunities Fund- Direct Plan- Growth- 9.34%
2. Aditya Birla Sun Life PSU Equity Fund- Direct Plan- Growth- 7.90%
3. ICICI Prudential Infrastructure Fund- Direct Plan- Growth- 7.44%
4. Quant Infrastructure Fund- Direct Plan- Growth- 7.26%
5. ICICI Prudential Bharat Consumption Fund- Direct Plan- Growth- 6.47%

These are the list of best performing mutual funds. All the data are collected from moneycontrol.com.

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Overview of SBI Retirement Benefit Fund, 

Tata Digital India Fund Review

Tata Digital India Fund is a Sectoral Fund Scheme which can invest in an open-ended equity scheme investing in Information Technology Sector.

Fund Overview:

The scheme's investment objective is to seek long-term capital appreciation by investing at least 80% of its net assets in equity/equity-related instruments of companies in India's Information Technology industry.

   Viz:

• Software
• ITeS
• Hardware

Why should we invest in Tata Digital India Fund?

It is a Sectoral fund/Thematic fund. Fund has 94.34% investment in Indian stocks of which 52.78% is in large cap stocks, 19.06% in mid cap stocks and 14.27% in small cap stocks. 

India has on mission of Digital India so that IT sectors are  performing really well in recent years. According to one article published in Business standard, The Indian IT industry is expected to touch $300-350 billion in terms of revenue over the next five years. So, it is perfect time to invest in Digital funds.

Who is the fund Manager?

With over 14 years of experience, Meeta Shetty is the fund manager for Tata Digital India Fund and Tata India Pharma & Healthcare Fund since November 2018. Meeta is a CFA Chartered Holder from CFA Institute, US, and a Bachelor in Economics.

Fund Performance History:

Regular Growth Plan

• One Time Investment (NAV as on 17th September 2021).

Period Invested for	₹ 10000 Invested on	Latest Value	Absolute Returns	Annualized Returns
1 Years	17/09/2020	19724.30	97.24%	97.24%
2 Years	17/09/2019	24631.00	146.31%	56.58%
3 Years	17/09/2018	23769.70	137.70%	33.42%
5 Years	16/09/2016	39666.50	296.67%	31.69%
Since Incorporate	26/12/2015	37449.90	274.50%	25.94%

Last six months' return is 44%. (all are the figure source is moneycontrol.com)

• SIP Returns (NAV as on 17th September 2021).

Period Invested for	₹1000, SIP Started on	Investments	Latest Value	Absolute Returns	Annualized Returns
1 Year	17/09/2020	12000	18246.65	52.06%	108.23%
2 Year	17/09/2019	24000	49207.02	105.03%	87.12%
3 Year	17/09/2018	36000	79474.31	120.76%	58.74%
5 Year	16/09/2016	60000	165014.87	175.02%	41.77%

     Direct Growth Plan

• One Time Investment (NAV as on 17th September 2021).

Period Invested for	₹ 10000 Invested on	Latest Value	Absolute Returns	Annualized Returns
1 Years	17/09/2020	20037.40	100.37%	59.96%
2 Years	17/09/2019	25444.40	154.44%	59.41%
3 Years	17/09/2018	24987.50	149.88%	35.66%
5 Years	16/09/2016	43181.20	331.81%	33.94%
Since Incorporate	26/12/2015	41258.80	312.59%	28.08%

• SIP Returns (NAV as on 17th September 2021).

Period Invested for	₹1000, SIP Started on	Investments	Latest Value	Absolute Returns	Annualized Returns
1 Year	17/09/2020	12000	18419.79	53.5%	111.53%
2 Year	17/09/2019	24000	50163.48	109.01%	903%
3 Year	17/09/2018	36000	81738.81	127.05%	61.12%
5 Year	16/09/2016	60000	173430.37	189.05%	43.95%

Fund size:  ₹ 2767.97 Cr., expense ratio: 0.5%, Risk-O-Meter: Very High, Fund House: Tata Mutual Fund.

Top 10 Holdings.

Infosys Ltd.	Tata Consultancy Services Ltd.
HCL Technologies Ltd.	Tech Mahindra Ltd.
Mphasis Ltd.	Indian Railway Catering and Tourism Corporation Ltd.
Presistent System Ltd.	L&T Technology Services Ltd.
Larson & Toubro Infotech Ltd.	Cyient Ltd.

Note: All details are collected form moneycontrol.com.

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