Monthly RoundUp - September 2020

RoundUp of mutual funds

Monthly RoundUp - September 2020

Every month I plan to do a roundup of funds which did well and things which didn’t well which gives a fair idea what kind of stocks are moving. This article talks about the mutual funds which have done well and a glimpse into their underlying scrips.


In September 2020, digital(technology) funds have been doing remarkably well.

Some of these digital funds have :

Tata Digital Fund has given an outstanding return of 14.52% ICICI Prudential Technology has given a return of 12.44% SBI Technology has given a return of 10.5%

The underlying scrips in these digital funds include some of the well known IT firms.

  1. TCS (up by 10%)
  2. Infosys (up by 8.34%)
  3. Wipro (up by 15.36%)
  4. Persistent Systems (up by 39.60%)


One other fund, which has given very good returns is the healthcare fund .

  1. Mirae Asset HealthCare Fund (8.28%)
  2. DSP Healthcare Fund (7.47%)
  3. ICICI Prudential Pharma Healthcare Fund (7.3%)

The underlying scrips in these healthcare funds include :

  1. Sun Pharma (-3.78%)
  2. Dr. Reddys Labs (21.51%)
  3. Divis Labs (-2.27%)
  4. Cipla (8.68%)
  5. Ipca Laboratories (15.17%)


Infrastructure, PSU, Banking and Financial Services have not done well in the last month

  1. Aditya Birla Sun Life PSU Equity Fund (-8.79%)
  2. ICICI Prudential Infrastructure Fund (-8.4%)
  3. SBI PSU Fund (-6.78%)

Banking PSU Infrastructure

Some of the underlying scrips include :

  1. BHEL (-23.87%)
  2. State Bank of India (-12.64%)
  3. Power Grid (-9.14%)
  4. NTPC (-11.67%)
  5. Bharat Electronics (-5.42%)
Disclaimer: Sectoral funds are quite risky and therefore based on your risk appetite make a wise decision.