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.

Winners

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%)

Losers

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%)

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.

Where should I invest!