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Fincash » Mutual Funds » Best SIP Plans for 3 Year

Best SIP Plans for 3 Year Investment 2019

Updated on July 14, 2019 , 334 views

Best SIP Plans? How to choose them? These are some of the common questions that occur in the mind of investors when thinking of investing in Mutual Funds through a SIP or Systematic Investment plan. SIP investment is one of the most disciplined Investing options when investing in Mutual Funds. Moreover, the minimum amount of investing in a SIP Mutual Fund is as less as INR 500. This makes investing in Top SIP plans much convenient.

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Best SIP Plans for 3 Year Investment in FY 19 - 20

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Mirae Asset Emerging Bluechip Fund Growth ₹53.446
↑ 0.54
₹7,271-0.96.712.915.919.6-5.4
Axis Bluechip Fund Growth ₹29.5
↑ 0.17
₹5,1442.910.25.313.811.76.5
Mirae Asset India Equity Fund  Growth ₹51.597
↑ 0.44
₹12,315-0.37.210.613.814-0.6
Reliance Large Cap Fund Growth ₹35.3258
↑ 0.35
₹12,772-1.45.412.913.112.2-0.2
Canara Robeco Equity Diversified Growth ₹134.24
↑ 0.70
₹1,160-0.76.15.81310.10.9
Parag Parikh Long Term Equity Fund Growth ₹25.2907
↑ 0.09
₹1,8270.37.43.212.911.7-0.4
Canara Robeco Emerging Equities Growth ₹92.27
↑ 0.37
₹4,675-2.73.71.312.716.2-9.3
HDFC Top 100 Fund Growth ₹506.016
↑ 4.68
₹16,7050.58.116.312.610.30.1
Sundaram Large and Mid Cap Fund Growth ₹34.0948
↓ -0.04
₹616-2.33.24.812.612.60.4
Kotak Standard Multicap Fund Growth ₹35.713
↑ 0.20
₹24,297-0.27.57.512.614.6-0.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Jul 19

*funds below are considering best CAGR returns for over 3 years and fund having atleast have market history (Fund age) of 1 year and have minimum 500 Crore of asset under management as duration if of 3 years fund suggested are from Multi Cap, Large Cap,Large & mid-cap and Value sub categories.

1. Mirae Asset Emerging Bluechip Fund

The investment objective of the scheme is to generate income and capital appreciation from a portfolio primarily investing in Indian equities and equity related securities of large cap and mid cap companies at the time of investment. From time to time, the fund manager may also seek participation in other Indian equity and equity related securities to achieve optimal Portfolio construction. The Scheme does not guarantee or assure any returns.

Mirae Asset Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 9 Jul 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.4% since its launch.  Return for 2018 was -5.4% , 2017 was 49% and 2016 was 12.2% .

Below is the key information for Mirae Asset Emerging Bluechip Fund

Mirae Asset Emerging Bluechip Fund
Growth
Launch Date 9 Jul 10
NAV (16 Jul 19) ₹53.446 ↑ 0.54   (1.03 %)
Net Assets (Cr) ₹7,271 on 30 Apr 19
Category Equity - Large & Mid Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2.26
Sharpe Ratio 0.16
Information Ratio 1.3
Alpha Ratio 6.04
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹13,778
30 Jun 16₹15,527
30 Jun 17₹20,943
30 Jun 18₹21,987
30 Jun 19₹24,956

Mirae Asset Emerging Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for Mirae Asset Emerging Bluechip 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 Jul 19

DurationReturns
1 Month -0.5%
3 Month -0.9%
6 Month 6.7%
1 Year 12.9%
3 Year 15.9%
5 Year 19.6%
10 Year
15 Year
Since launch 20.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -5.4%
2017 49%
2016 12.2%
2015 14.1%
2014 84.6%
2013 8.6%
2012 45.6%
2011 -15.2%
2010
2009
Fund Manager information for Mirae Asset Emerging Bluechip Fund
NameSinceTenure
Neelesh Surana9 Jul 108.57 Yr.
Ankit Jain31 Jan 190 Yr.

Data below for Mirae Asset Emerging Bluechip Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services32.94%
Consumer Cyclical13.2%
Health Care12.59%
Basic Materials9.85%
Technology8.06%
Industrials7.92%
Consumer Defensive6.58%
Energy4.71%
Utility3.68%
Asset Allocation
Asset ClassValue
Cash0.48%
Equity99.52%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK
6%₹456 Cr1,880,870
↑ 8,500
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK
6%₹445 Cr10,510,939
↑ 380,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
4%₹312 Cr3,860,692
↓ -125,000
Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 29 Feb 16 | 500800
3%₹244 Cr10,012,207
↓ -275,000
Bharat Financial Inclusion Ltd (Financial Services)
Equity, Since 30 Sep 16 | BHARATFIN
3%₹238 Cr2,382,673
↑ 490,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
3%₹231 Cr1,738,513
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Dec 15 | TATASTEEL
3%₹224 Cr4,592,613
↑ 1,135,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN
3%₹219 Cr6,222,648
Voltas Ltd (Industrials)
Equity, Since 31 Dec 14 | VOLTAS
3%₹217 Cr3,739,873
↑ 368,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
3%₹215 Cr2,911,705
↑ 300,000

2. Axis Bluechip Fund

(Erstwhile Axis Equity Fund)

To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap companies including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Axis Bluechip Fund is a Equity - Large Cap fund was launched on 5 Jan 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12% since its launch.  Ranked 58 in Large Cap category.  Return for 2018 was 6.5% , 2017 was 38% and 2016 was -3.6% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (16 Jul 19) ₹29.5 ↑ 0.17   (0.58 %)
Net Assets (Cr) ₹5,144 on 30 Apr 19
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.45
Information Ratio -0.12
Alpha Ratio -1.02
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹11,283
30 Jun 16₹11,405
30 Jun 17₹12,980
30 Jun 18₹15,819
30 Jun 19₹17,475

Axis Bluechip 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 Axis Bluechip 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 Jul 19

DurationReturns
1 Month -0.7%
3 Month 2.9%
6 Month 10.2%
1 Year 5.3%
3 Year 13.8%
5 Year 11.7%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
2018 6.5%
2017 38%
2016 -3.6%
2015 -1.2%
2014 40.8%
2013 13.5%
2012 31.7%
2011 -22.6%
2010
2009
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 162.19 Yr.

Data below for Axis Bluechip Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services44.08%
Technology12.49%
Consumer Defensive9.36%
Basic Materials5.74%
Consumer Cyclical5.2%
Industrials4.16%
Energy2.92%
Health Care1.67%
Communication Services0.91%
Asset Allocation
Asset ClassValue
Cash11.51%
Equity88.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
13%₹745 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
10%₹563 Cr2,320,000
↑ 120,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
9%₹510 Cr3,350,000
↑ 190,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
9%₹503 Cr1,450,000
↑ 11,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
8%₹479 Cr2,180,000
↑ 120,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
6%₹322 Cr7,598,079
↑ 48,079
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC
5%₹288 Cr1,320,000
↑ 290,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
4%₹239 Cr3,240,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 18 | LT
4%₹239 Cr1,533,300
↑ 233,300
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
4%₹226 Cr1,710,893
↑ 190,893

3. Mirae Asset India Equity Fund 

(Erstwhile Mirae Asset India Opportunities Fund)

The investment objective of the scheme is to generate long term capital appreciation by capitalizing on potential investment opportunities through predominantly investing in equities, equity related securities.

Mirae Asset India Equity Fund  is a Equity - Multi Cap fund was launched on 4 Apr 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.7% since its launch.  Ranked 19 in Multi Cap category.  Return for 2018 was -0.6% , 2017 was 38.6% and 2016 was 8.1% .

Below is the key information for Mirae Asset India Equity Fund 

Mirae Asset India Equity Fund 
Growth
Launch Date 4 Apr 08
NAV (16 Jul 19) ₹51.597 ↑ 0.44   (0.86 %)
Net Assets (Cr) ₹12,315 on 30 Apr 19
Category Equity - Multi Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio 0.42
Information Ratio 0.61
Alpha Ratio 0.87
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹12,195
30 Jun 16₹12,745
30 Jun 17₹15,891
30 Jun 18₹17,474
30 Jun 19₹19,592

Mirae Asset India 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 ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Mirae Asset India 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 Jul 19

DurationReturns
1 Month -0.5%
3 Month -0.3%
6 Month 7.2%
1 Year 10.6%
3 Year 13.8%
5 Year 14%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -0.6%
2017 38.6%
2016 8.1%
2015 4.3%
2014 52.9%
2013 8.9%
2012 33.3%
2011 -19.6%
2010 23.1%
2009 109.3%
Fund Manager information for Mirae Asset India Equity Fund 
NameSinceTenure
Neelesh Surana10 Mar 0811.15 Yr.
Harshad Borawake1 May 172 Yr.
Gaurav Misra31 Jan 190.24 Yr.

Data below for Mirae Asset India Equity Fund  as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services35.26%
Consumer Cyclical10.31%
Technology10.22%
Energy7.85%
Industrials7.54%
Consumer Defensive7.5%
Basic Materials7.31%
Health Care6.26%
Utility2.39%
Communication Services0.7%
Asset Allocation
Asset ClassValue
Cash4.67%
Equity95.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 09 | HDFCBANK
9%₹1,118 Cr4,610,480
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹735 Cr17,348,291
↑ 511,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 08 | RELIANCE
5%₹681 Cr5,122,882
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
5%₹620 Cr7,674,614
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹538 Cr3,454,809
↑ 216,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 08 | SBIN
4%₹518 Cr14,687,389
Infosys Ltd (Technology)
Equity, Since 31 May 08 | INFY
4%₹512 Cr6,944,121
↑ 1,015,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 09 | TCS
4%₹502 Cr2,284,972
↑ 221,180
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 08 | HDFC
3%₹400 Cr1,830,451
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | MARUTI
3%₹373 Cr543,000
↑ 20,000

4. Reliance Large Cap Fund

(Erstwhile Reliance Top 200 Fund)

The primary investment objective of the scheme is to seek to generate long term capital appreciation by investing in equity and equity related instruments of companies whose market capitalization is within the range of highest & lowest market capitalization of S&P BSE 200 Index. The secondary objective is to generate consistent returns by investing in debt and money market securities.

Reliance Large Cap Fund is a Equity - Large Cap fund was launched on 8 Aug 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.2% since its launch.  Ranked 20 in Large Cap category.  Return for 2018 was -0.2% , 2017 was 38.4% and 2016 was 2.2% .

Below is the key information for Reliance Large Cap Fund

Reliance Large Cap Fund
Growth
Launch Date 8 Aug 07
NAV (16 Jul 19) ₹35.3258 ↑ 0.35   (0.99 %)
Net Assets (Cr) ₹12,772 on 30 Apr 19
Category Equity - Large Cap
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio 0.37
Information Ratio 0.31
Alpha Ratio 0.49
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹12,009
30 Jun 16₹11,846
30 Jun 17₹14,738
30 Jun 18₹15,815
30 Jun 19₹18,029

Reliance Large Cap 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 Reliance Large Cap 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 Jul 19

DurationReturns
1 Month -0.3%
3 Month -1.4%
6 Month 5.4%
1 Year 12.9%
3 Year 13.1%
5 Year 12.2%
10 Year
15 Year
Since launch 11.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -0.2%
2017 38.4%
2016 2.2%
2015 1.1%
2014 54.6%
2013 4.2%
2012 41%
2011 -26.4%
2010 19.4%
2009 73.4%
Fund Manager information for Reliance Large Cap Fund
NameSinceTenure
Sailesh Raj Bhan8 Aug 0711.49 Yr.
Kinjal Desai25 May 180.69 Yr.

Data below for Reliance Large Cap Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services33.93%
Industrials19.86%
Consumer Cyclical12.27%
Health Care8.9%
Energy6.55%
Consumer Defensive4.92%
Technology4.5%
Basic Materials3.65%
Utility3.41%
Communication Services1.57%
Asset Allocation
Asset ClassValue
Cash0.29%
Equity99.56%
Other0.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
10%₹1,246 Cr34,500,000
↓ -2,500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹1,049 Cr24,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
7%₹854 Cr5,500,000
↓ -500,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
6%₹755 Cr27,553,000
↑ 5,100,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 532215
6%₹728 Cr9,000,000
↑ 1,000,000
Bank of Baroda (Financial Services)
Equity, Since 31 Jul 18 | 532134
4%₹492 Cr40,500,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY
3%₹425 Cr5,801,752
↓ -200,000
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Jan 17 | TATASTEEL
3%₹414 Cr8,200,316
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 16 | SUNPHARMA
3%₹381 Cr9,500,000
Siemens Ltd (Industrials)
Equity, Since 30 Sep 18 | 500550
3%₹370 Cr2,819,272
↑ 35,900

5. Canara Robeco Equity Diversified

To generate capital appreciation by investing in equity and equity related securities. However, there can be no assurance that the investment objective of the scheme will be realized.

Canara Robeco Equity Diversified is a Equity - Multi Cap fund was launched on 16 Sep 03. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.8% since its launch.  Ranked 68 in Multi Cap category.  Return for 2018 was 0.9% , 2017 was 37.8% and 2016 was -2% .

Below is the key information for Canara Robeco Equity Diversified

Canara Robeco Equity Diversified
Growth
Launch Date 16 Sep 03
NAV (16 Jul 19) ₹134.24 ↑ 0.70   (0.52 %)
Net Assets (Cr) ₹1,160 on 30 Apr 19
Category Equity - Multi Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.7
Sharpe Ratio 0.28
Information Ratio 0.04
Alpha Ratio 1.23
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹11,434
30 Jun 16₹10,975
30 Jun 17₹13,362
30 Jun 18₹14,963
30 Jun 19₹16,527

Canara Robeco Equity Diversified SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Canara Robeco Equity Diversified

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

DurationReturns
1 Month -1.6%
3 Month -0.7%
6 Month 6.1%
1 Year 5.8%
3 Year 13%
5 Year 10.1%
10 Year
15 Year
Since launch 17.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 0.9%
2017 37.8%
2016 -2%
2015 0.1%
2014 39.7%
2013 4.3%
2012 31.3%
2011 -15.9%
2010 20.7%
2009 93%
Fund Manager information for Canara Robeco Equity Diversified
NameSinceTenure
Krishna Sanghavi16 Oct 180.37 Yr.
Shridatta Bhandwaldar12 Jul 162.63 Yr.

Data below for Canara Robeco Equity Diversified as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services32.58%
Industrials18.28%
Basic Materials8.67%
Technology7.98%
Consumer Cyclical7.69%
Energy5.18%
Consumer Defensive5.03%
Utility4.8%
Health Care3.13%
Communication Services1.61%
Asset Allocation
Asset ClassValue
Cash5.07%
Equity94.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
8%₹103 Cr424,935
↑ 16,500
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
7%₹92 Cr2,176,550
↑ 117,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
6%₹80 Cr512,200
↑ 27,500
Treps
CBLO/Reverse Repo | -
6%₹72 Cr
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
4%₹56 Cr687,600
↑ 61,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
4%₹55 Cr747,188
↑ 144,500
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
4%₹54 Cr405,200
↑ 28,000
State Bank of India (Financial Services)
Equity, Since 30 Sep 18 | SBIN
4%₹47 Cr1,321,000
↑ 313,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 16 | ITC
3%₹40 Cr1,419,000
↑ 273,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KOTAKBANK
2%₹28 Cr184,550
↓ -38,500

6. Parag Parikh Long Term Equity Fund

(Erstwhile Parag Parikh Long Term Value Fund)

The investment objective of the scheme is to seek to generate long-term capital growth from an actively managed portfolio primarily of equity and equity related securities.

Parag Parikh Long Term Equity Fund is a Equity - Multi Cap fund was launched on 24 May 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.3% since its launch.  Ranked 34 in Multi Cap category.  Return for 2018 was -0.4% , 2017 was 29.4% and 2016 was 3.3% .

Below is the key information for Parag Parikh Long Term Equity Fund

Parag Parikh Long Term Equity Fund
Growth
Launch Date 24 May 13
NAV (16 Jul 19) ₹25.2907 ↑ 0.09   (0.35 %)
Net Assets (Cr) ₹1,827 on 30 Apr 19
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.48
Sharpe Ratio 0.41
Information Ratio -0.1
Alpha Ratio 4.1
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹11,779
30 Jun 16₹12,285
30 Jun 17₹14,649
30 Jun 18₹16,947
30 Jun 19₹17,922

Parag Parikh Long Term 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 ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Parag Parikh Long Term 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 Jul 19

DurationReturns
1 Month 0.6%
3 Month 0.3%
6 Month 7.4%
1 Year 3.2%
3 Year 12.9%
5 Year 11.7%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -0.4%
2017 29.4%
2016 3.3%
2015 8.9%
2014 44.8%
2013
2012
2011
2010
2009
Fund Manager information for Parag Parikh Long Term Equity Fund
NameSinceTenure
Raj Mehta27 Jan 163.01 Yr.
Rajeev Thakkar24 May 135.69 Yr.
Raunak Onkar24 May 135.69 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services29.96%
Consumer Cyclical21.83%
Technology21.66%
Consumer Defensive5.46%
Health Care5.25%
Basic Materials4.25%
Industrials1.77%
Utility1.21%
Asset Allocation
Asset ClassValue
Cash21.79%
Equity77.93%
Other0.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cash Offset For Derivatives
Derivative Margin | -
34%₹637 Cr63,708
↑ 1,270
Cur_usdinr-26jun2019 Fut #
- | -
20%-₹377 Cr53,900,000
↑ 53,900,000
Alphabet Inc Class C (Technology)
Equity, Since 31 Oct 15 | GOOG
9%₹177 Cr22,681
↑ 2,144
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK
9%₹163 Cr670,253
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 500490
7%₹129 Cr370,081
↑ 96
Tri-Party Repo
CBLO/Reverse Repo | -
6%₹119 Cr
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO
5%₹97 Cr362,666
Suzuki Motor Corp ADR (Consumer Cyclical)
Equity, Since 31 Dec 17 | SZKMY
5%₹96 Cr70,884
Facebook Inc A (Technology)
Equity, Since 31 Jul 17 | FB
5%₹95 Cr74,648
↑ 5,405
Hdfc-27jun2019 Fut #
Derivatives | -
5%-₹90 Cr411,500
↑ 411,500

7. Canara Robeco Emerging Equities

To generate capital appreciation by primarily investing in diversified mid cap stocks. However, there can be no assurance that the investment objective of the scheme will be realized.

Canara Robeco Emerging Equities is a Equity - Large & Mid Cap fund was launched on 11 Mar 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.8% since its launch.  Ranked 10 in Large & Mid Cap category.  Return for 2018 was -9.3% , 2017 was 52.1% and 2016 was 2.6% .

Below is the key information for Canara Robeco Emerging Equities

Canara Robeco Emerging Equities
Growth
Launch Date 11 Mar 05
NAV (16 Jul 19) ₹92.27 ↑ 0.37   (0.40 %)
Net Assets (Cr) ₹4,675 on 30 Apr 19
Category Equity - Large & Mid Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.43
Sharpe Ratio -0.29
Information Ratio 0.42
Alpha Ratio -1.23
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹13,553
30 Jun 16₹14,567
30 Jun 17₹19,327
30 Jun 18₹20,931
30 Jun 19₹21,733

Canara Robeco Emerging Equities 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 Canara Robeco Emerging Equities

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

DurationReturns
1 Month -2.3%
3 Month -2.7%
6 Month 3.7%
1 Year 1.3%
3 Year 12.7%
5 Year 16.2%
10 Year
15 Year
Since launch 16.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -9.3%
2017 52.1%
2016 2.6%
2015 13.1%
2014 96%
2013 3.2%
2012 48.9%
2011 -22.3%
2010 28.3%
2009 112.4%
Fund Manager information for Canara Robeco Emerging Equities
NameSinceTenure
Krishna Sanghavi16 Oct 180.37 Yr.
Miyush Gandhi2 Jul 180.66 Yr.

Data below for Canara Robeco Emerging Equities as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services31.74%
Industrials14.02%
Consumer Cyclical13.35%
Basic Materials11.14%
Technology7.17%
Health Care5.63%
Consumer Defensive4.27%
Utility3.52%
Energy3.17%
Communication Services1.13%
Asset Allocation
Asset ClassValue
Cash2.95%
Equity97.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹309 Cr7,073,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFCBANK
6%₹291 Cr1,189,000
Treps
CBLO/Reverse Repo | -
5%₹242 Cr
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 17 | LT
4%₹205 Cr1,319,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
4%₹199 Cr2,462,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 18 | SBIN
3%₹168 Cr4,647,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 17 | RELIANCE
3%₹156 Cr1,245,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | ITC
3%₹152 Cr5,539,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
3%₹144 Cr1,971,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | KOTAKBANK
3%₹139 Cr943,000

8. HDFC Top 100 Fund

(Erstwhile HDFC Top 200)

To generate long term capital appreciation from a portfolio of equity and equity linked instruments. The investment portfolio for equity and equity linked instruments will be primarily drawn from the companies in the BSE 200 Index. Further, the Scheme may also invest in listed companies that would qualify to be in the top 200 by market capitalisation on the BSE even though they may not be listed on the BSE. This includes participation in large Ipos where in the market capitalisation of the company based on issue price would make the company a part of the top 200 companies listed on the BSE based on market capitalisation.

HDFC Top 100 Fund is a Equity - Large Cap fund was launched on 11 Oct 96. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.9% since its launch.  Ranked 43 in Large Cap category.  Return for 2018 was 0.1% , 2017 was 32% and 2016 was 8.5% .

Below is the key information for HDFC Top 100 Fund

HDFC Top 100 Fund
Growth
Launch Date 11 Oct 96
NAV (16 Jul 19) ₹506.016 ↑ 4.68   (0.93 %)
Net Assets (Cr) ₹16,705 on 30 Apr 19
Category Equity - Large Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.26
Sharpe Ratio 0.57
Information Ratio 0.16
Alpha Ratio 3.81
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹10,735
30 Jun 16₹10,798
30 Jun 17₹13,264
30 Jun 18₹13,909
30 Jun 19₹16,447

HDFC Top 100 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for HDFC Top 100 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 Jul 19

DurationReturns
1 Month -1%
3 Month 0.5%
6 Month 8.1%
1 Year 16.3%
3 Year 12.6%
5 Year 10.3%
10 Year
15 Year
Since launch 19.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 0.1%
2017 32%
2016 8.5%
2015 -6.1%
2014 46.5%
2013 4%
2012 32.4%
2011 -24.3%
2010 25.1%
2009 94.5%
Fund Manager information for HDFC Top 100 Fund
NameSinceTenure
Prashant Jain19 Jun 0315.63 Yr.
Amar Kalkundrikar10 Jan 190.06 Yr.

Data below for HDFC Top 100 Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services36.88%
Technology13.56%
Energy13.09%
Industrials9.63%
Basic Materials9.39%
Utility9.09%
Consumer Defensive4.27%
Health Care3.3%
Asset Allocation
Asset ClassValue
Cash0.75%
Equity99.24%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK
8%₹1,406 Cr33,174,853
↓ -1,000,000
State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN
8%₹1,391 Cr39,456,500
↓ -3,500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE
8%₹1,360 Cr10,220,764
↓ -72,500
Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY
7%₹1,200 Cr16,259,954
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
7%₹1,178 Cr4,857,681
↓ -400,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT
6%₹1,131 Cr7,258,828
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
4%₹746 Cr26,777,048
↑ 1,500,000
NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | 532555
4%₹735 Cr55,170,537
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 05 | TCS
4%₹712 Cr3,241,062
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 532215
4%₹675 Cr8,355,405

9. Sundaram Large and Mid Cap Fund

(Erstwhile Sundaram Equity Multiplier Fund)

The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments.

Sundaram Large and Mid Cap Fund is a Equity - Large & Mid Cap fund was launched on 27 Feb 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.4% since its launch.  Ranked 30 in Large & Mid Cap category.  Return for 2018 was 0.4% , 2017 was 36.1% and 2016 was 7.6% .

Below is the key information for Sundaram Large and Mid Cap Fund

Sundaram Large and Mid Cap Fund
Growth
Launch Date 27 Feb 07
NAV (16 Jul 19) ₹34.0948 ↓ -0.04   (-0.12 %)
Net Assets (Cr) ₹616 on 30 Apr 19
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.85
Sharpe Ratio -0.02
Information Ratio 0.31
Alpha Ratio -3.26
Min Investment 5,000
Min SIP Investment 250
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹11,860
30 Jun 16₹12,040
30 Jun 17₹15,118
30 Jun 18₹17,058
30 Jun 19₹18,297

Sundaram Large and Mid Cap 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 Sundaram Large and Mid Cap 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 Jul 19

DurationReturns
1 Month -2.1%
3 Month -2.3%
6 Month 3.2%
1 Year 4.8%
3 Year 12.6%
5 Year 12.6%
10 Year
15 Year
Since launch 10.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 0.4%
2017 36.1%
2016 7.6%
2015 3.5%
2014 48.9%
2013 -3%
2012 33.1%
2011 -23.3%
2010 11.3%
2009 67.8%
Fund Manager information for Sundaram Large and Mid Cap Fund
NameSinceTenure
S Krishnakumar30 Dec 171.42 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services27.48%
Basic Materials17.35%
Consumer Cyclical15.59%
Industrials15.41%
Consumer Defensive8.59%
Health Care5.2%
Energy4.35%
Technology3.54%
Asset Allocation
Asset ClassValue
Cash1%
Equity97.52%
Other1.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
5%₹34 Cr797,150
↑ 120,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
5%₹32 Cr398,492
↑ 5,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
4%₹29 Cr217,494
↑ 10,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 13 | LT
4%₹28 Cr182,456
↑ 10,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
4%₹27 Cr112,538
↑ 12,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jan 18 | ULTRACEMCO
4%₹26 Cr54,229
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RAMCOCEM
3%₹22 Cr273,955
↑ 27,000
Siemens Ltd (Industrials)
Equity, Since 31 Mar 19 | 500550
3%₹22 Cr175,730
↑ 17,906
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Nov 16 | VBL
3%₹22 Cr233,668
EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 16 | 500840
3%₹21 Cr1,137,102
↑ 40,000

10. 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 13.8% 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 Jul 19) ₹35.713 ↑ 0.20   (0.57 %)
Net Assets (Cr) ₹24,297 on 30 Apr 19
Category Equity - Multi Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.01
Sharpe Ratio 0.29
Information Ratio 0.38
Alpha Ratio 1.71
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 14₹10,000
30 Jun 15₹12,640
30 Jun 16₹13,478
30 Jun 17₹16,721
30 Jun 18₹18,121
30 Jun 19₹20,074

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 ₹436,710.
Net Profit of ₹136,710
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 Jul 19

DurationReturns
1 Month -1.4%
3 Month -0.2%
6 Month 7.5%
1 Year 7.5%
3 Year 12.6%
5 Year 14.6%
10 Year
15 Year
Since launch 13.8%
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 126.83 Yr.

Data below for Kotak Standard Multicap Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services37.54%
Industrials11.18%
Basic Materials10.51%
Energy9.84%
Technology7.42%
Consumer Cyclical6.51%
Consumer Defensive4.26%
Utility3.22%
Health Care1.97%
Asset Allocation
Asset ClassValue
Cash3.17%
Equity96.83%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
7%₹1,788 Cr7,315,000
↓ -513,204
Triparty Repo
CBLO/Reverse Repo | -
7%₹1,782 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK
7%₹1,685 Cr38,550,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 16 | RELIANCE
6%₹1,629 Cr13,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532215
6%₹1,443 Cr17,850,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT
5%₹1,320 Cr8,500,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
4%₹1,005 Cr13,730,562
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 18 | TCS
4%₹913 Cr4,100,000
State Bank of India (Financial Services)
Equity, Since 31 Jan 12 | SBIN
3%₹777 Cr21,500,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO
3%₹718 Cr1,575,000
↑ 107,450

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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