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Top 10 Best Growth Mutual Funds 2019 | Best Equity Mutual Funds

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Top 10 Best Growth Mutual Funds 2019 - 2020

Updated on October 14, 2019 , 363 views

Looking for the best growth Mutual Funds to invest? Well, the most confusing stage for many investors is to choose one good fund. With a variety of schemes available today, investors often need guidance to add a fund that would give them the desired returns over the time. But, before moving on to a fund, one should understand what exactly are growth options.

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Best-Growth-Funds

Investing Options in Mutual Funds

There are two options in Mutual Funds— growth & dividend. Under the growth option, all profits made by the fund are invested back into the scheme. And thus, an investor does not receive any intermediate payments in the form of dividend and bonus. An investor gets return only on selling the units, which is determined by the NAV (Net Asset Value) of the scheme.

In the growth option, the Power of Compounding works. Moreover, the NAV increases over a period of time, which, in turn, helps in giving more returns to the investors. This option is best suited for investors who are planning to invest for a longer period of time.

Coming to the dividend option, here an investor receives regular income at periodic intervals in the form of a dividend. Whenever the NAV of the fund reaches a certain level, the fund distributes the profit to its investors as a dividend. Therefore, at the time of selling the units, the NAV of the fund does not change drastically. Also, the power of compounding is less in this option.

A dividend option in Mutual Fund is suitable for investors who are planning for a short-term investment or are looking for a regular income. Though, the frequency of dividends is not guaranteed and sometimes, the dividend is not declared throughout the year.

Best Growth Mutual Funds to Invest in India

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Axis Focused 25 Fund Growth ₹29.45
↑ 0.15
₹7,841 1,000 4.66.314.213.614.70.6
Tata India Tax Savings Fund Growth ₹18.0433
↑ 0.06
₹1,815 500 -2.1-0.811.78.612.9-8.4
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹28.35
↑ 0.07
₹1,715 1,000 -4.6-4.111.79.316.1-2.4
ICICI Prudential Banking and Financial Services Fund Growth ₹61.81
↑ 0.14
₹3,102 100 -8.6-711.610.814.7-0.4
Franklin Asian Equity Fund Growth ₹22.6155
↑ 0.11
₹120 500 1.3-0.6118.78.5-13.6
Kotak Standard Multicap Fund Growth ₹35.221
↑ 0.09
₹25,385 500 -1.4-1.610.29.512.7-0.9
DSP BlackRock Equity Opportunities Fund Growth ₹222.208
↑ 1.11
₹5,166 500 2.1-0.4107.811.8-9.2
Motilal Oswal Multicap 35 Fund Growth ₹26.1426
↑ 0.10
₹12,693 500 0.80.19.88.414.8-7.8
Kotak Equity Opportunities Fund Growth ₹117.183
↑ 0.05
₹2,488 1,000 -1.4-3.29.27.211-5.6
Invesco India Growth Opportunities Fund Growth ₹34.48
↑ 0.02
₹1,659 500 2.3-0.5911.211.6-0.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Oct 19

1. Axis Focused 25 Fund

To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies.

Axis Focused 25 Fund is a Equity - Focused fund was launched on 29 Jun 12. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16% since its launch.  Ranked 7 in Focused category.  Return for 2018 was 0.6% , 2017 was 45.2% and 2016 was 4.6% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (16 Oct 19) ₹29.45 ↑ 0.15   (0.51 %)
Net Assets (Cr) ₹7,841 on 31 Aug 19
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.73
Sharpe Ratio -0.58
Information Ratio 0.24
Alpha Ratio -2.6
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)
Sub Cat. Focused

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹11,274
30 Sep 16₹12,859
30 Sep 17₹15,861
30 Sep 18₹17,349
30 Sep 19₹19,058

Axis Focused 25 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Axis Focused 25 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 19

DurationReturns
1 Month 7.8%
3 Month 4.6%
6 Month 6.3%
1 Year 14.2%
3 Year 13.6%
5 Year 14.7%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2018 0.6%
2017 45.2%
2016 4.6%
2015 3.9%
2014 38.8%
2013 5.8%
2012
2011
2010
2009
Fund Manager information for Axis Focused 25 Fund
NameSinceTenure
Jinesh Gopani7 Jun 163.23 Yr.

Data below for Axis Focused 25 Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services42.01%
Technology14.21%
Basic Materials13.9%
Consumer Cyclical13.32%
Consumer Defensive5.47%
Health Care3%
Industrials2.42%
Energy2.39%
Asset Allocation
Asset ClassValue
Cash5.43%
Equity94.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹693 Cr2,078,583
↑ 120,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
8%₹665 Cr2,985,246
↑ 400,546
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
7%₹574 Cr4,006,457
↓ -700,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
7%₹571 Cr2,526,916
↓ -272,089
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
7%₹532 Cr747,220
↑ 25,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
6%₹499 Cr2,303,287
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
6%₹483 Cr3,503,558
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Nov 18 | 500820
6%₹433 Cr2,676,200
↑ 200,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
5%₹429 Cr2,730,122
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 509930
5%₹371 Cr3,352,718

2. Tata India Tax Savings Fund

To provide medium to long term capital gains along with income tax relief to its Unitholders, while at all times emphasising the importance of capital appreciation..

Tata India Tax Savings Fund is a Equity - ELSS fund was launched on 13 Oct 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.5% since its launch.  Ranked 1 in ELSS category.  Return for 2018 was -8.4% , 2017 was 46% and 2016 was 2.1% .

Below is the key information for Tata India Tax Savings Fund

Tata India Tax Savings Fund
Growth
Launch Date 13 Oct 14
NAV (16 Oct 19) ₹18.0433 ↑ 0.06   (0.33 %)
Net Assets (Cr) ₹1,815 on 31 Aug 19
Category Equity - ELSS
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio -0.41
Information Ratio -0.34
Alpha Ratio -1.76
Min Investment 500
Min SIP Investment 500
Exit Load NIL
Sub Cat. ELSS

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹11,442
30 Sep 16₹13,426
30 Sep 17₹15,983
30 Sep 18₹15,683
30 Sep 19₹17,578

Tata India Tax Savings Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Tata India Tax Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 19

DurationReturns
1 Month 3.1%
3 Month -2.1%
6 Month -0.8%
1 Year 11.7%
3 Year 8.6%
5 Year 12.9%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -8.4%
2017 46%
2016 2.1%
2015 13.3%
2014
2013
2012
2011
2010
2009
Fund Manager information for Tata India Tax Savings Fund
NameSinceTenure
Rupesh Patel1 Apr 153.84 Yr.
Ennette Fernandes18 Jun 180.62 Yr.

Data below for Tata India Tax Savings Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services42.52%
Technology10.66%
Industrials9.47%
Consumer Cyclical8.59%
Consumer Defensive7.1%
Health Care6.51%
Energy5.16%
Basic Materials3.64%
Real Estate0.83%
Asset Allocation
Asset ClassValue
Cash5.53%
Equity94.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
9%₹164 Cr4,015,000
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK
8%₹143 Cr641,000
↑ 81,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
8%₹137 Cr1,680,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN
6%₹103 Cr3,750,000
↑ 650,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
5%₹100 Cr1,500,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFC
4%₹74 Cr340,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 15 | KOTAKBANK
4%₹71 Cr495,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
3%₹62 Cr500,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 18 | TCS
3%₹56 Cr250,000
(A) Treps
CBLO/Reverse Repo | -
3%₹56 Cr

3. Aditya Birla Sun Life Banking And Financial Services Fund

The primary investment objective of the Scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Aditya Birla Sun Life Banking And Financial Services Fund is a Equity - Sectoral fund was launched on 14 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 19.5% since its launch.  Ranked 3 in Sectoral category.  Return for 2018 was -2.4% , 2017 was 47.6% and 2016 was 15.7% .

Below is the key information for Aditya Birla Sun Life Banking And Financial Services Fund

Aditya Birla Sun Life Banking And Financial Services Fund
Growth
Launch Date 14 Dec 13
NAV (16 Oct 19) ₹28.35 ↑ 0.07   (0.25 %)
Net Assets (Cr) ₹1,715 on 31 Aug 19
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.64
Sharpe Ratio -0.45
Information Ratio -0.95
Alpha Ratio -18.24
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)
Sub Cat. Sectoral

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹12,135
30 Sep 16₹16,056
30 Sep 17₹20,215
30 Sep 18₹18,762
30 Sep 19₹21,127

Aditya Birla Sun Life Banking And Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Aditya Birla Sun Life Banking And Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 19

DurationReturns
1 Month 4.5%
3 Month -4.6%
6 Month -4.1%
1 Year 11.7%
3 Year 9.3%
5 Year 16.1%
10 Year
15 Year
Since launch 19.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -2.4%
2017 47.6%
2016 15.7%
2015 -0.5%
2014 65.8%
2013
2012
2011
2010
2009
Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
NameSinceTenure
Satyabrata Mohanty14 Dec 135.13 Yr.
Dhaval Gala26 Aug 153.44 Yr.

Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services98.15%
Asset Allocation
Asset ClassValue
Cash1.85%
Equity98.15%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK
17%₹312 Cr2,542,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK
12%₹216 Cr4,970,190
↓ -700,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
8%₹141 Cr347,931
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
7%₹123 Cr1,790,739
↑ 306,739
Bandhan Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | 541153
6%₹107 Cr2,183,900
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | KOTAKBANK
6%₹107 Cr652,830
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | INDUSINDBK
5%₹87 Cr631,373
↓ -109,761
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Nov 15 | 532978
5%₹83 Cr97,200
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | 540716
5%₹82 Cr674,427
↑ 674,427
State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN
4%₹73 Cr2,709,080
↓ -2,250,000

4. ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund is an Open-ended equity scheme that seeks to generate long-term capital appreciation to unitholders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. However, there can be no assurance that the investment objective of the Scheme will be realized.

ICICI Prudential Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 22 Aug 08. It is a fund with High risk and has given a CAGR/Annualized return of 17.7% since its launch.  Return for 2018 was -0.4% , 2017 was 45.1% and 2016 was 21.1% .

Below is the key information for ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund
Growth
Launch Date 22 Aug 08
NAV (16 Oct 19) ₹61.81 ↑ 0.14   (0.23 %)
Net Assets (Cr) ₹3,102 on 31 Aug 19
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio -0.23
Information Ratio -0.88
Alpha Ratio -10.97
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Sectoral

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹11,581
30 Sep 16₹14,470
30 Sep 17₹18,571
30 Sep 18₹17,302
30 Sep 19₹20,178

ICICI Prudential Banking and Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for ICICI Prudential Banking and Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 19

DurationReturns
1 Month 1%
3 Month -8.6%
6 Month -7%
1 Year 11.6%
3 Year 10.8%
5 Year 14.7%
10 Year
15 Year
Since launch 17.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -0.4%
2017 45.1%
2016 21.1%
2015 -7.2%
2014 69%
2013 -2.6%
2012 72.2%
2011 -31.6%
2010 32.8%
2009 77.6%
Fund Manager information for ICICI Prudential Banking and Financial Services Fund
NameSinceTenure
Priyanka Khandelwal15 Jun 171.71 Yr.
Roshan Chutkey29 Jan 181.08 Yr.

Data below for ICICI Prudential Banking and Financial Services Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services90.27%
Asset Allocation
Asset ClassValue
Cash7.43%
Equity92.5%
Other0.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | ICICIBANK
14%₹426 Cr10,407,280
↑ 107,234
Treps
CBLO/Reverse Repo | -
10%₹318 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
9%₹278 Cr1,248,288
↑ 58,554
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
8%₹262 Cr9,577,269
Bank of Baroda (Financial Services)
Equity, Since 31 May 17 | 532134
7%₹210 Cr22,685,774
↑ 1,078,920
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532978
5%₹168 Cr236,613
↓ -10,326
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 532215
5%₹164 Cr2,465,934
↓ -109,917
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | FEDERALBNK
4%₹125 Cr15,107,314
↑ 1,469,705
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 18 | M&MFIN
4%₹111 Cr3,476,303
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 14 | 533398
3%₹101 Cr1,662,779

5. Franklin Asian Equity Fund

An open-end diversified equity fund that seeks to provide medium to long term appreciation through investments primarily in Asian Companies / sectors (excluding Japan) with long term potential across market capitalisation.

Franklin Asian Equity Fund is a Equity - Global fund was launched on 16 Jan 08. It is a fund with High risk and has given a CAGR/Annualized return of 7.2% since its launch.  Ranked 1 in Global category.  Return for 2018 was -13.6% , 2017 was 35.5% and 2016 was 7.2% .

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund
Growth
Launch Date 16 Jan 08
NAV (16 Oct 19) ₹22.6155 ↑ 0.11   (0.51 %)
Net Assets (Cr) ₹120 on 31 Aug 19
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.98
Sharpe Ratio -0.2
Information Ratio -0.4
Alpha Ratio 4.48
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)
Sub Cat. Global

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹9,181
30 Sep 16₹11,473
30 Sep 17₹13,503
30 Sep 18₹14,146
30 Sep 19₹14,067

Franklin Asian Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Franklin Asian Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 19

DurationReturns
1 Month 0.5%
3 Month 1.3%
6 Month -0.6%
1 Year 11%
3 Year 8.7%
5 Year 8.5%
10 Year
15 Year
Since launch 7.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -13.6%
2017 35.5%
2016 7.2%
2015 -4.6%
2014 9.2%
2013 12.4%
2012 19.3%
2011 -1.6%
2010 8.1%
2009 51.4%
Fund Manager information for Franklin Asian Equity Fund
NameSinceTenure
Roshi Jain16 Jan 0811.38 Yr.
Srikesh Nair1 Dec 153.5 Yr.

Data below for Franklin Asian Equity Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services28.87%
Technology25.69%
Consumer Cyclical21.38%
Consumer Defensive9.47%
Basic Materials5.27%
Real Estate2.77%
Industrials2.28%
Energy1.51%
Health Care0.73%
Communication Services0.3%
Asset Allocation
Asset ClassValue
Equity98.2%
Other1.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Alibaba Group Holding Ltd ADR (Consumer Cyclical)
Equity, Since 30 Sep 14 | BABA
9%₹11 Cr9,063
Tencent Holdings Ltd (Technology)
Equity, Since 31 Jul 14 | 00700
8%₹9 Cr31,700
Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 005930
8%₹9 Cr32,100
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 2330
8%₹9 Cr146,714
AIA Group Ltd (Financial Services)
Equity, Since 31 Mar 12 | 01299
7%₹9 Cr132,124
Ping An Insurance (Group) Co. of China Ltd Class H (Financial Services)
Equity, Since 31 Dec 14 | 02318
5%₹7 Cr80,310
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | HDFCBANK
5%₹6 Cr49,254
PT Bank Central Asia Tbk (Financial Services)
Equity, Since 30 Nov 12 | BBCA
2%₹3 Cr195,429
New Oriental Education & Technology Group Inc ADR (Consumer Defensive)
Equity, Since 31 Dec 16 | EDU
2%₹3 Cr3,660
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | 500251
2%₹3 Cr54,190

6. Kotak Standard Multicap Fund

(Erstwhile Kotak Select Focus Fund)

The investment objective of the scheme is to generate long term appreciation from the portfolio of equity and equity related sectors, generally focussed on few selected sectors.

Kotak Standard Multicap Fund is a Equity - Multi Cap fund was launched on 11 Sep 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.3% since its launch.  Ranked 3 in Multi Cap category.  Return for 2018 was -0.9% , 2017 was 34.3% and 2016 was 9.4% .

Below is the key information for Kotak Standard Multicap Fund

Kotak Standard Multicap Fund
Growth
Launch Date 11 Sep 09
NAV (16 Oct 19) ₹35.221 ↑ 0.09   (0.26 %)
Net Assets (Cr) ₹25,385 on 31 Aug 19
Category Equity - Multi Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.01
Sharpe Ratio -0.46
Information Ratio 0.11
Alpha Ratio 3.77
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Multi Cap

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹11,565
30 Sep 16₹13,328
30 Sep 17₹15,820
30 Sep 18₹16,519
30 Sep 19₹17,965

Kotak Standard Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Kotak Standard Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 19

DurationReturns
1 Month 3.2%
3 Month -1.4%
6 Month -1.6%
1 Year 10.2%
3 Year 9.5%
5 Year 12.7%
10 Year
15 Year
Since launch 13.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -0.9%
2017 34.3%
2016 9.4%
2015 3%
2014 57.9%
2013 6.1%
2012 33.5%
2011 -22.3%
2010 20%
2009
Fund Manager information for Kotak Standard Multicap Fund
NameSinceTenure
Harsha Upadhyaya4 Aug 127.08 Yr.

Data below for Kotak Standard Multicap Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services35.14%
Industrials11.38%
Energy10.15%
Basic Materials9.74%
Technology8.5%
Consumer Cyclical5.76%
Consumer Defensive3.96%
Utility3.13%
Health Care1.85%
Asset Allocation
Asset ClassValue
Cash7.47%
Equity92.51%
Debt0.01%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Triparty Repo
CBLO/Reverse Repo | -
10%₹2,503 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK
7%₹1,659 Cr40,500,000
↑ 1,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
6%₹1,630 Cr7,315,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 16 | RELIANCE
6%₹1,623 Cr13,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT
5%₹1,262 Cr9,500,000
↑ 300,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532215
5%₹1,185 Cr17,850,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
4%₹1,119 Cr13,730,562
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 18 | TCS
4%₹994 Cr4,400,000
↑ 200,000
Cash Offset For Derivatives
Derivative Margin | -
3%-₹736 Cr73,579
↑ 15,300
Cnx Nifty-Sep2019
- | -
3%₹702 Cr634,650
↑ 634,650

7. DSP BlackRock Equity Opportunities Fund

(Erstwhile DSP BlackRock Opportunities Fund)

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of large and midcap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized

DSP BlackRock Equity Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 16 May 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.3% since its launch.  Ranked 4 in Large & Mid Cap category.  Return for 2018 was -9.2% , 2017 was 40.1% and 2016 was 11.2% .

Below is the key information for DSP BlackRock Equity Opportunities Fund

DSP BlackRock Equity Opportunities Fund
Growth
Launch Date 16 May 00
NAV (16 Oct 19) ₹222.208 ↑ 1.11   (0.50 %)
Net Assets (Cr) ₹5,166 on 31 Aug 19
Category Equity - Large & Mid Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.42
Sharpe Ratio -0.63
Information Ratio -0.31
Alpha Ratio 2.12
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)
Sub Cat. Large & Mid Cap

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹11,172
30 Sep 16₹13,382
30 Sep 17₹15,816
30 Sep 18₹15,806
30 Sep 19₹17,108

DSP BlackRock Equity Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for DSP BlackRock Equity Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 19

DurationReturns
1 Month 4.4%
3 Month 2.1%
6 Month -0.4%
1 Year 10%
3 Year 7.8%
5 Year 11.8%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -9.2%
2017 40.1%
2016 11.2%
2015 6.1%
2014 45.4%
2013 6.5%
2012 29.4%
2011 -25.1%
2010 24.2%
2009 86.4%
Fund Manager information for DSP BlackRock Equity Opportunities Fund
NameSinceTenure
Rohit Singhania1 Jun 154.33 Yr.
Jay Kothari16 Mar 181.54 Yr.

Data below for DSP BlackRock Equity Opportunities Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services32.66%
Technology9.75%
Basic Materials9.7%
Consumer Cyclical9.68%
Industrials7.99%
Health Care7.96%
Consumer Defensive6.26%
Energy4.77%
Utility4.18%
Communication Services2.03%
Real Estate1.98%
Asset Allocation
Asset ClassValue
Cash2.96%
Equity97.04%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
9%₹517 Cr4,211,156
↑ 775,354
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
9%₹514 Cr11,858,269
↑ 1,002,159
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 532215
5%₹276 Cr4,030,622
↑ 999,469
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 16 | RELIANCE
4%₹219 Cr1,642,975
↑ 88,246
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
3%₹164 Cr
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 16 | LT
3%₹159 Cr1,076,196
↑ 267,164
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Nov 17 | 500165
3%₹154 Cr2,941,964
↑ 200,275
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KOTAKBANK
3%₹149 Cr908,939
↓ -187,963
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 16 | 506395
2%₹127 Cr3,048,851
↑ 335,220
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Dec 17 | ALKEM
2%₹121 Cr636,916
↓ -142,205

8. Motilal Oswal Multicap 35 Fund

(Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.2% since its launch.  Ranked 5 in Multi Cap category.  Return for 2018 was -7.8% , 2017 was 43.1% and 2016 was 8.5% .

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund
Growth
Launch Date 28 Apr 14
NAV (16 Oct 19) ₹26.1426 ↑ 0.10   (0.38 %)
Net Assets (Cr) ₹12,693 on 31 Aug 19
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio -0.52
Information Ratio 0.07
Alpha Ratio 4.21
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Multi Cap

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹13,007
30 Sep 16₹14,963
30 Sep 17₹18,829
30 Sep 18₹18,121
30 Sep 19₹19,434

Motilal Oswal Multicap 35 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Motilal Oswal Multicap 35 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 19

DurationReturns
1 Month 4.4%
3 Month 0.8%
6 Month 0.1%
1 Year 9.8%
3 Year 8.4%
5 Year 14.8%
10 Year
15 Year
Since launch 19.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -7.8%
2017 43.1%
2016 8.5%
2015 14.6%
2014
2013
2012
2011
2010
2009
Fund Manager information for Motilal Oswal Multicap 35 Fund
NameSinceTenure
Abhiroop Mukherjee28 Apr 145.18 Yr.
Akash Singhania17 May 190.12 Yr.
Herin Visaria26 Jul 190 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services45.23%
Technology13.77%
Consumer Cyclical12.2%
Consumer Defensive6.85%
Energy6.11%
Industrials5.8%
Health Care4.34%
Basic Materials3.06%
Asset Allocation
Asset ClassValue
Cash1.94%
Equity98.04%
Debt0.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK
10%₹1,280 Cr5,745,342
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 14 | HDFC
8%₹975 Cr4,500,000
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
7%₹922 Cr11,314,855
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
7%₹830 Cr12,500,000
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | 540777
6%₹780 Cr14,000,000
↑ 500,414
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 18 | LT
6%₹736 Cr5,540,750
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 15 | MARUTI
5%₹612 Cr1,000,000
↑ 106,952
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
5%₹606 Cr1,817,855
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 18 | TCS
5%₹599 Cr2,652,616
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Jul 14 | 532432
4%₹560 Cr8,909,387

9. Kotak Equity Opportunities Fund

(Erstwhile Kotak Opportunities Scheme)

To generate capital appreciation from a diversified portfolio of equity and equity related securities. However, there is no assurance that the objective of the scheme will be realized.

Kotak Equity Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 9 Sep 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.7% since its launch.  Ranked 2 in Large & Mid Cap category.  Return for 2018 was -5.6% , 2017 was 34.9% and 2016 was 9.6% .

Below is the key information for Kotak Equity Opportunities Fund

Kotak Equity Opportunities Fund
Growth
Launch Date 9 Sep 04
NAV (16 Oct 19) ₹117.183 ↑ 0.05   (0.04 %)
Net Assets (Cr) ₹2,488 on 31 Aug 19
Category Equity - Large & Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio -0.47
Information Ratio -0.36
Alpha Ratio 3.45
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Large & Mid Cap

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹11,448
30 Sep 16₹13,145
30 Sep 17₹15,512
30 Sep 18₹15,491
30 Sep 19₹16,773

Kotak Equity Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Kotak Equity Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 19

DurationReturns
1 Month 1.8%
3 Month -1.4%
6 Month -3.2%
1 Year 9.2%
3 Year 7.2%
5 Year 11%
10 Year
15 Year
Since launch 17.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -5.6%
2017 34.9%
2016 9.6%
2015 3.3%
2014 49.9%
2013 4.2%
2012 30.1%
2011 -22.8%
2010 18.5%
2009 80.1%
Fund Manager information for Kotak Equity Opportunities Fund
NameSinceTenure
Harsha Upadhyaya4 Aug 127.16 Yr.

Data below for Kotak Equity Opportunities Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services27.35%
Industrials17.46%
Basic Materials14.78%
Technology9.75%
Energy8.15%
Utility7.04%
Consumer Cyclical5.72%
Health Care3.91%
Consumer Defensive3.1%
Asset Allocation
Asset ClassValue
Cash1.43%
Equity98.54%
Other0.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
7%₹167 Cr750,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK
6%₹147 Cr3,600,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 16 | RELIANCE
6%₹144 Cr1,150,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 18 | TCS
5%₹136 Cr600,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
5%₹130 Cr1,600,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 532215
4%₹98 Cr1,470,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT
4%₹93 Cr700,000
Gujarat State Petronet Ltd (Utilities)
Equity, Since 31 Oct 17 | 532702
3%₹84 Cr3,800,000
Triparty Repo
CBLO/Reverse Repo | -
3%₹72 Cr
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Nov 12 | RAMCOCEM
3%₹69 Cr950,000
↑ 25,000

10. Invesco India Growth Opportunities Fund

(Erstwhile Invesco India Growth Fund)

The investment objective of the Scheme is to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the objectives of the scheme will be achieved.

Invesco India Growth Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 9 Aug 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.7% since its launch.  Ranked 6 in Large & Mid Cap category.  Return for 2018 was -0.2% , 2017 was 39.6% and 2016 was 3.3% .

Below is the key information for Invesco India Growth Opportunities Fund

Invesco India Growth Opportunities Fund
Growth
Launch Date 9 Aug 07
NAV (16 Oct 19) ₹34.48 ↑ 0.02   (0.06 %)
Net Assets (Cr) ₹1,659 on 31 Aug 19
Category Equity - Large & Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.16
Sharpe Ratio -0.67
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Large & Mid Cap

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹11,206
30 Sep 16₹12,160
30 Sep 17₹14,582
30 Sep 18₹15,710
30 Sep 19₹16,873

Invesco India Growth Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Invesco India Growth Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 19

DurationReturns
1 Month 4.7%
3 Month 2.3%
6 Month -0.5%
1 Year 9%
3 Year 11.2%
5 Year 11.6%
10 Year
15 Year
Since launch 10.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -0.2%
2017 39.6%
2016 3.3%
2015 3.8%
2014 43.7%
2013 11.5%
2012 26.5%
2011 -21.8%
2010 22.3%
2009 62.2%
Fund Manager information for Invesco India Growth Opportunities Fund
NameSinceTenure
Amit Ganatra23 Jun 144.77 Yr.
Taher Badshah10 Jan 172.22 Yr.

Data below for Invesco India Growth Opportunities Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services28.41%
Consumer Cyclical11.79%
Technology10.32%
Industrials10.03%
Health Care8.73%
Consumer Defensive8.59%
Basic Materials5.75%
Energy5.62%
Utility3.99%
Communication Services1.83%
Asset Allocation
Asset ClassValue
Cash4.54%
Equity95.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
8%₹129 Cr580,078
↑ 20,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
6%₹92 Cr732,851
↑ 63,246
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
5%₹83 Cr2,037,454
↑ 189,282
Triparty Repo
CBLO/Reverse Repo | -
5%₹76 Cr
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 13 | TCS
4%₹66 Cr293,897
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 17 | LT
4%₹65 Cr485,605
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KOTAKBANK
3%₹48 Cr333,667
Hexaware Technologies Ltd (Technology)
Equity, Since 31 Aug 18 | 532129
3%₹43 Cr1,120,084
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Jun 19 | 500696
3%₹43 Cr230,131
↑ 34,632
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jul 17 | CHOLAFIN
3%₹43 Cr1,604,767
↑ 271,303

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Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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