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Fincash » Mutual Funds » Best SIP Plans for 3 Year

Best SIP Plans for 3 Year Investment 2020

Updated on January 20, 2020 , 2711 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 20 - 21

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Axis Bluechip Fund Growth ₹32.01
↓ -0.14
₹10,2123.211.518.919.39.718.6
Mirae Asset Emerging Bluechip Fund Growth ₹58.739
↓ -0.15
₹9,5168.512.717.516.415.114.7
Canara Robeco Equity Diversified Growth ₹143.6
↓ -0.50
₹1,6345.29.913.314.9812.3
Invesco India Growth Opportunities Fund Growth ₹36.82
↓ -0.07
₹2,2394.112.413.514.89.810.7
Sundaram Large and Mid Cap Fund Growth ₹37.5771
↓ -0.02
₹1,0163.913.71514.510.410.3
Mirae Asset India Equity Fund  Growth ₹54.1
↓ -0.25
₹16,87357.312.614.510.612.7
Parag Parikh Long Term Equity Fund Growth ₹27.4237
↑ 0.04
₹2,5855.611.116.514.310.914.4
UTI Equity Fund Growth ₹154.418
↓ -0.24
₹10,2177.515.114.214.28.311.7
BNP Paribas Large Cap Fund Growth ₹98.21
↓ -0.35
₹8183.210.717.514.17.817.2
Edelweiss Multi Cap Fund  Growth ₹15.25
↓ -0.06
₹5184.289.513.8 8.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jan 20

*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. 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 12.3% since its launch.  Ranked 58 in Large Cap category.  Return for 2019 was 18.6% , 2018 was 6.5% and 2017 was 38% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (22 Jan 20) ₹32.01 ↓ -0.14   (-0.44 %)
Net Assets (Cr) ₹10,212 on 31 Dec 19
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.3
Sharpe Ratio 1.45
Information Ratio 0.84
Alpha Ratio 6.79
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
31 Dec 14₹10,000
31 Dec 15₹9,876
31 Dec 16₹9,518
31 Dec 17₹13,138
31 Dec 18₹13,998
31 Dec 19₹16,598

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 ₹385,859.
Net Profit of ₹85,859
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 22 Jan 20

DurationReturns
1 Month -1%
3 Month 3.2%
6 Month 11.5%
1 Year 18.9%
3 Year 19.3%
5 Year 9.7%
10 Year
15 Year
Since launch 12.3%
Historical performance (Yearly) on absolute basis
YearReturns
2019 18.6%
2018 6.5%
2017 38%
2016 -3.6%
2015 -1.2%
2014 40.8%
2013 13.5%
2012 31.7%
2011 -22.6%
2010
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 163.02 Yr.

Data below for Axis Bluechip Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services41.83%
Consumer Defensive10.99%
Technology8.68%
Energy7.69%
Basic Materials5.6%
Consumer Cyclical3.98%
Industrials1.98%
Health Care0.92%
Communication Services0.5%
Asset Allocation
Asset ClassValue
Cash15.93%
Equity84.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
18%₹1,709 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
9%₹858 Cr6,730,000
↑ 290,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
8%₹729 Cr4,700,000
↑ 770,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
8%₹722 Cr14,089,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
7%₹699 Cr4,330,000
↑ 60,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
7%₹699 Cr1,715,564
↑ 102,564
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹445 Cr2,444,000
↑ 65,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC
5%₹443 Cr1,930,000
↑ 522,767
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
5%₹440 Cr6,317,382
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Aug 16 | 500820
4%₹372 Cr2,180,000
↑ 360,000

2. 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 2019 was 14.7% , 2018 was -5.4% and 2017 was 49% .

Below is the key information for Mirae Asset Emerging Bluechip Fund

Mirae Asset Emerging Bluechip Fund
Growth
Launch Date 9 Jul 10
NAV (22 Jan 20) ₹58.739 ↓ -0.15   (-0.25 %)
Net Assets (Cr) ₹9,516 on 31 Dec 19
Category Equity - Large & Mid Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2
Sharpe Ratio 0.9
Information Ratio 1.28
Alpha Ratio 8.08
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
31 Dec 14₹10,000
31 Dec 15₹11,408
31 Dec 16₹12,796
31 Dec 17₹19,067
31 Dec 18₹18,034
31 Dec 19₹20,688

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 ₹447,579.
Net Profit of ₹147,579
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 22 Jan 20

DurationReturns
1 Month 2.4%
3 Month 8.5%
6 Month 12.7%
1 Year 17.5%
3 Year 16.4%
5 Year 15.1%
10 Year
15 Year
Since launch 20.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 14.7%
2018 -5.4%
2017 49%
2016 12.2%
2015 14.1%
2014 84.6%
2013 8.6%
2012 45.6%
2011 -15.2%
2010
Fund Manager information for Mirae Asset Emerging Bluechip Fund
NameSinceTenure
Neelesh Surana9 Jul 109.4 Yr.
Ankit Jain31 Jan 190.83 Yr.

Data below for Mirae Asset Emerging Bluechip Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services33.18%
Consumer Cyclical12.28%
Health Care11.58%
Basic Materials8.17%
Industrials8.13%
Consumer Defensive8.07%
Technology7.33%
Energy6.22%
Utility3.74%
Communication Services0.85%
Asset Allocation
Asset ClassValue
Cash0.45%
Equity99.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK
7%₹654 Cr5,128,681
↑ 234,912
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK
6%₹541 Cr10,559,341
↓ -1,241,598
State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN
5%₹442 Cr12,915,277
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
4%₹340 Cr2,190,196
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 19 | LT
3%₹300 Cr2,256,882
↑ 696,300
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹298 Cr4,029,016
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 15 | INDUSINDBK
3%₹276 Cr1,761,487
Voltas Ltd (Industrials)
Equity, Since 31 Dec 14 | VOLTAS
3%₹275 Cr3,923,447
↑ 8,998
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
3%₹257 Cr3,697,720
↑ 223,748
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 18 | 500271
3%₹239 Cr4,738,219

3. 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 17.7% since its launch.  Ranked 68 in Multi Cap category.  Return for 2019 was 12.3% , 2018 was 0.9% and 2017 was 37.8% .

Below is the key information for Canara Robeco Equity Diversified

Canara Robeco Equity Diversified
Growth
Launch Date 16 Sep 03
NAV (22 Jan 20) ₹143.6 ↓ -0.50   (-0.35 %)
Net Assets (Cr) ₹1,634 on 31 Dec 19
Category Equity - Multi Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio 0.75
Information Ratio 0.71
Alpha Ratio 3.28
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
31 Dec 14₹10,000
31 Dec 15₹10,008
31 Dec 16₹9,811
31 Dec 17₹13,516
31 Dec 18₹13,635
31 Dec 19₹15,309

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 ₹376,357.
Net Profit of ₹76,357
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 22 Jan 20

DurationReturns
1 Month 1.2%
3 Month 5.2%
6 Month 9.9%
1 Year 13.3%
3 Year 14.9%
5 Year 8%
10 Year
15 Year
Since launch 17.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 12.3%
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%
Fund Manager information for Canara Robeco Equity Diversified
NameSinceTenure
Shridatta Bhandwaldar12 Jul 163.39 Yr.
Miyush Gandhi1 Oct 190.16 Yr.

Data below for Canara Robeco Equity Diversified as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services36.39%
Industrials11.59%
Technology9.76%
Basic Materials7.45%
Consumer Defensive6.92%
Health Care6.6%
Consumer Cyclical6.36%
Energy5.62%
Utility2.79%
Communication Services1.99%
Asset Allocation
Asset ClassValue
Cash4.54%
Equity95.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
10%₹155 Cr1,217,340
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
7%₹112 Cr2,180,550
Treps
CBLO/Reverse Repo | -
5%₹77 Cr
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
5%₹74 Cr1,057,188
↑ 228,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
4%₹67 Cr429,700
↑ 20,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFC
4%₹66 Cr285,400
↓ -15,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KOTAKBANK
4%₹62 Cr386,550
↓ -35,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 500696
4%₹56 Cr275,400
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
3%₹54 Cr132,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹49 Cr661,100

4. 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 11% since its launch.  Ranked 6 in Large & Mid Cap category.  Return for 2019 was 10.7% , 2018 was -0.2% and 2017 was 39.6% .

Below is the key information for Invesco India Growth Opportunities Fund

Invesco India Growth Opportunities Fund
Growth
Launch Date 9 Aug 07
NAV (22 Jan 20) ₹36.82 ↓ -0.07   (-0.19 %)
Net Assets (Cr) ₹2,239 on 31 Dec 19
Category Equity - Large & Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.16
Sharpe Ratio 0.62
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)

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,383
31 Dec 16₹10,729
31 Dec 17₹14,980
31 Dec 18₹14,943
31 Dec 19₹16,542

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 ₹385,859.
Net Profit of ₹85,859
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 22 Jan 20

DurationReturns
1 Month 1.4%
3 Month 4.1%
6 Month 12.4%
1 Year 13.5%
3 Year 14.8%
5 Year 9.8%
10 Year
15 Year
Since launch 11%
Historical performance (Yearly) on absolute basis
YearReturns
2019 10.7%
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%
Fund Manager information for Invesco India Growth Opportunities Fund
NameSinceTenure
Amit Ganatra23 Jun 145.36 Yr.
Taher Badshah10 Jan 172.81 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services30.02%
Consumer Cyclical11.69%
Technology9.5%
Health Care8.71%
Industrials8.52%
Consumer Defensive8.28%
Energy6.55%
Basic Materials5.56%
Utility4.72%
Communication Services1.8%
Asset Allocation
Asset ClassValue
Cash4.65%
Equity95.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
7%₹155 Cr1,215,473
↑ 55,317
Triparty Repo
CBLO/Reverse Repo | -
7%₹143 Cr
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
7%₹138 Cr890,606
↑ 122,731
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
6%₹126 Cr2,448,600
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KOTAKBANK
3%₹71 Cr440,014
↑ 163,306
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 17 | LT
3%₹69 Cr515,142
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
3%₹64 Cr861,778
↑ 206,432
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 13 | TCS
3%₹63 Cr308,144
↑ 14,247
Indraprastha Gas Ltd (Utilities)
Equity, Since 28 Feb 18 | 532514
3%₹56 Cr1,352,830
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Jun 19 | 500696
3%₹56 Cr274,750

5. 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 10.8% since its launch.  Ranked 30 in Large & Mid Cap category.  Return for 2019 was 10.3% , 2018 was 0.4% and 2017 was 36.1% .

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 (22 Jan 20) ₹37.5771 ↓ -0.02   (-0.06 %)
Net Assets (Cr) ₹1,016 on 31 Dec 19
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.81
Sharpe Ratio 0.53
Information Ratio 0.42
Alpha Ratio 4.1
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
31 Dec 14₹10,000
31 Dec 15₹10,346
31 Dec 16₹11,128
31 Dec 17₹15,146
31 Dec 18₹15,209
31 Dec 19₹16,777

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 ₹395,578.
Net Profit of ₹95,578
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 22 Jan 20

DurationReturns
1 Month 1.8%
3 Month 3.9%
6 Month 13.7%
1 Year 15%
3 Year 14.5%
5 Year 10.4%
10 Year
15 Year
Since launch 10.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 10.3%
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%
Fund Manager information for Sundaram Large and Mid Cap Fund
NameSinceTenure
S Krishnakumar30 Dec 171.84 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services31.22%
Industrials14.57%
Consumer Cyclical13.59%
Basic Materials9.19%
Consumer Defensive6.73%
Energy6.13%
Health Care4.73%
Technology4.28%
Communication Services2.54%
Asset Allocation
Asset ClassValue
Cash7.03%
Equity92.97%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
6%₹58 Cr376,962
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
6%₹55 Cr1,079,411
↑ 52,229
Sundaram Overnight Dir Gr
Investment Fund | -
5%₹52 Cr497,249
↑ 113,248
Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 18 | 500034
5%₹46 Cr113,371
↑ 33,565
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
4%₹36 Cr280,206
↑ 10,772
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 13 | LT
4%₹36 Cr267,924
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 28 Feb 18 | 540716
4%₹34 Cr250,268
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540719
3%₹32 Cr331,451
↑ 45,300
Siemens Ltd (Industrials)
Equity, Since 31 Mar 19 | 500550
3%₹30 Cr203,671
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 18 | 532343
3%₹29 Cr612,948

6. 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 15.4% since its launch.  Ranked 19 in Multi Cap category.  Return for 2019 was 12.7% , 2018 was -0.6% and 2017 was 38.6% .

Below is the key information for Mirae Asset India Equity Fund 

Mirae Asset India Equity Fund 
Growth
Launch Date 4 Apr 08
NAV (22 Jan 20) ₹54.1 ↓ -0.25   (-0.46 %)
Net Assets (Cr) ₹16,873 on 31 Dec 19
Category Equity - Multi Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio 0.84
Information Ratio 0.31
Alpha Ratio 1.02
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
31 Dec 14₹10,000
31 Dec 15₹10,425
31 Dec 16₹11,269
31 Dec 17₹15,616
31 Dec 18₹15,517
31 Dec 19₹17,491

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 ₹395,578.
Net Profit of ₹95,578
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 22 Jan 20

DurationReturns
1 Month -0.6%
3 Month 5%
6 Month 7.3%
1 Year 12.6%
3 Year 14.5%
5 Year 10.6%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 12.7%
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%
Fund Manager information for Mirae Asset India Equity Fund 
NameSinceTenure
Neelesh Surana10 Mar 0811.65 Yr.
Harshad Borawake1 May 172.5 Yr.
Gaurav Misra31 Jan 190.75 Yr.

Data below for Mirae Asset India Equity Fund  as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services37.93%
Energy10.28%
Technology8.95%
Consumer Cyclical8.63%
Industrials8%
Consumer Defensive7.93%
Health Care6.39%
Basic Materials3.35%
Utility2.26%
Communication Services1.52%
Asset Allocation
Asset ClassValue
Cash4.77%
Equity95.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 09 | HDFCBANK
9%₹1,527 Cr11,978,360
↑ 607,448
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹1,164 Cr22,709,454
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 08 | RELIANCE
6%₹1,014 Cr6,535,191
↓ -270,514
State Bank of India (Financial Services)
Equity, Since 31 Jul 08 | SBIN
5%₹830 Cr24,281,723
Infosys Ltd (Technology)
Equity, Since 31 May 08 | INFY
5%₹811 Cr11,641,597
↑ 551,915
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
4%₹714 Cr9,665,638
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹679 Cr5,105,266
↑ 923,799
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
4%₹644 Cr26,118,817
Tri Party Repo
CBLO/Reverse Repo | -
3%₹523 Cr
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 09 | TCS
3%₹519 Cr2,525,302
↑ 95,233

7. 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 2019 was 14.4% , 2018 was -0.4% and 2017 was 29.4% .

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 (22 Jan 20) ₹27.4237 ↑ 0.04   (0.14 %)
Net Assets (Cr) ₹2,585 on 31 Dec 19
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.48
Sharpe Ratio 1.69
Information Ratio 0.02
Alpha Ratio 8.08
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
31 Dec 14₹10,000
31 Dec 15₹10,894
31 Dec 16₹11,251
31 Dec 17₹14,554
31 Dec 18₹14,492
31 Dec 19₹16,584

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 ₹395,578.
Net Profit of ₹95,578
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 22 Jan 20

DurationReturns
1 Month 3.2%
3 Month 5.6%
6 Month 11.1%
1 Year 16.5%
3 Year 14.3%
5 Year 10.9%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2019 14.4%
2018 -0.4%
2017 29.4%
2016 3.3%
2015 8.9%
2014 44.8%
2013
2012
2011
2010
Fund Manager information for Parag Parikh Long Term Equity Fund
NameSinceTenure
Raj Mehta27 Jan 163.84 Yr.
Rajeev Thakkar24 May 136.52 Yr.
Raunak Onkar24 May 136.52 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services35.73%
Consumer Cyclical20.31%
Communication Services15.02%
Technology9.18%
Health Care6.1%
Consumer Defensive4.62%
Industrials1.48%
Basic Materials1.23%
Utility1.13%
Asset Allocation
Asset ClassValue
Cash5.19%
Equity94.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Alphabet Inc Class C (Communication Services)
Equity, Since 31 Oct 15 | GOOG
10%₹241 Cr25,536
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK
9%₹233 Cr1,828,546
↑ 30,000
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 500490
9%₹216 Cr607,301
↑ 50,428
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK
6%₹143 Cr2,798,968
Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN
6%₹136 Cr10,462
↑ 386
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532215
5%₹135 Cr1,823,679
Facebook Inc A (Communication Services)
Equity, Since 31 Jul 17 | FB
5%₹132 Cr91,133
↑ 3,400
Suzuki Motor Corp ADR (Consumer Cyclical)
Equity, Since 31 Dec 17 | SZKMY
5%₹125 Cr97,136
↑ 3,625
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 14 | PERSISTENT
5%₹124 Cr1,809,170
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO
5%₹118 Cr484,746
↑ 15,000

8. UTI Equity Fund

This Scheme primarily aims at securing for the unitholders capital appreciation by investing the funds of the scheme in equity shares and convertible and non-convertible bonds/ debentures of companies with good growth prospects and money market instruments.

UTI Equity Fund is a Equity - Multi Cap fund was launched on 18 May 92. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.8% since its launch.  Ranked 54 in Multi Cap category.  Return for 2019 was 11.7% , 2018 was 3.5% and 2017 was 30.1% .

Below is the key information for UTI Equity Fund

UTI Equity Fund
Growth
Launch Date 18 May 92
NAV (22 Jan 20) ₹154.418 ↓ -0.24   (-0.16 %)
Net Assets (Cr) ₹10,217 on 31 Dec 19
Category Equity - Multi Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio 0.73
Information Ratio 0.2
Alpha Ratio 2.94
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
31 Dec 14₹10,000
31 Dec 15₹10,091
31 Dec 16₹10,206
31 Dec 17₹13,277
31 Dec 18₹13,745
31 Dec 19₹15,357

UTI 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 UTI 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 22 Jan 20

DurationReturns
1 Month 2.3%
3 Month 7.5%
6 Month 15.1%
1 Year 14.2%
3 Year 14.2%
5 Year 8.3%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 11.7%
2018 3.5%
2017 30.1%
2016 1.1%
2015 0.9%
2014 46.8%
2013 7.6%
2012 32.2%
2011 -19.1%
2010 20.5%
Fund Manager information for UTI Equity Fund
NameSinceTenure
Ajay Tyagi11 Jan 163.89 Yr.

Data below for UTI Equity Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services32.12%
Consumer Cyclical16.36%
Health Care12.9%
Technology11.7%
Basic Materials8.2%
Industrials7.12%
Consumer Defensive5.63%
Communication Services3.55%
Asset Allocation
Asset ClassValue
Cash2.44%
Equity97.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 17 | 500034
7%₹744 Cr1,825,370
↑ 9,256
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 07 | HDFCBANK
6%₹640 Cr5,017,392
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 15 | HDFC
5%₹464 Cr2,021,088
↑ 13,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
4%₹447 Cr2,768,286
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 May 09 | INDUSINDBK
4%₹420 Cr2,676,000
↓ -40,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Dec 06 | TCS
4%₹362 Cr1,761,194
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 16 | NAUKRI
4%₹357 Cr1,355,705
↓ -84,033
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Aug 18 | 540005
3%₹345 Cr2,041,517
Infosys Ltd (Technology)
Equity, Since 31 May 07 | INFY
3%₹324 Cr4,656,774
↑ 225,000
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Sep 07 | 500387
3%₹290 Cr137,996
↑ 3,199

9. BNP Paribas Large Cap Fund

(Erstwhile BNP Paribas Equity Fund)

The investment objective of the Scheme is to generate long-term capital growth from a diversifi ed and actively managed portfolio of equity and equity related securities. The Scheme will invest in a range of companies, with a bias towards large & medium market capitalisation companies. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

BNP Paribas Large Cap Fund is a Equity - Large Cap fund was launched on 23 Sep 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.1% since its launch.  Ranked 38 in Large Cap category.  Return for 2019 was 17.2% , 2018 was -4% and 2017 was 37% .

Below is the key information for BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund
Growth
Launch Date 23 Sep 04
NAV (22 Jan 20) ₹98.21 ↓ -0.35   (-0.36 %)
Net Assets (Cr) ₹818 on 31 Dec 19
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.46
Sharpe Ratio 1.22
Information Ratio -0.02
Alpha Ratio 4.36
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,558
31 Dec 16₹9,978
31 Dec 17₹13,674
31 Dec 18₹13,132
31 Dec 19₹15,388

BNP Paribas 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 ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for BNP Paribas 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 22 Jan 20

DurationReturns
1 Month 0%
3 Month 3.2%
6 Month 10.7%
1 Year 17.5%
3 Year 14.1%
5 Year 7.8%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
2019 17.2%
2018 -4%
2017 37%
2016 -5.5%
2015 5.6%
2014 47.4%
2013 8.7%
2012 30.5%
2011 -17.8%
2010 18.1%
Fund Manager information for BNP Paribas Large Cap Fund
NameSinceTenure
Abhijeet Dey16 Nov 163.04 Yr.
Karthikraj Lakshmanan7 Oct 163.15 Yr.

Data below for BNP Paribas Large Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services43.38%
Consumer Defensive12.1%
Technology9.57%
Energy9.04%
Basic Materials8.15%
Industrials6.16%
Consumer Cyclical4.15%
Communication Services2.73%
Asset Allocation
Asset ClassValue
Cash4.73%
Equity95.27%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
9%₹76 Cr600,000
↓ -15,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
9%₹69 Cr1,350,000
↓ -82,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
7%₹54 Cr345,000
↑ 40,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
5%₹44 Cr600,000
↓ -25,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
5%₹43 Cr619,000
↑ 164,000
Treps
CBLO/Reverse Repo | -
5%₹37 Cr
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 13 | ULTRACEMCO
4%₹36 Cr85,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN
4%₹31 Cr900,000
↑ 150,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFC
3%₹28 Cr120,000
↓ -10,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK
3%₹27 Cr170,000
↓ -45,000

10. Edelweiss Multi Cap Fund 

(Erstwhile Edelweiss Economic Resurgence Fund )

The investment objective of the Scheme is to generate long-term capital appreciation from a diversi?ed portfolio that predominantly invests in equity and equity-related securities of companies across various market capitalisation. However, there can be no assurance that the investment objective of the Scheme will be realised.

Edelweiss Multi Cap Fund  is a Equity - Multi Cap fund was launched on 3 Feb 15. It is a fund with High risk and has given a CAGR/Annualized return of 8.9% since its launch.  Return for 2019 was 8.4% , 2018 was -4.9% and 2017 was 47.4% .

Below is the key information for Edelweiss Multi Cap Fund 

Edelweiss Multi Cap Fund 
Growth
Launch Date 3 Feb 15
NAV (22 Jan 20) ₹15.25 ↓ -0.06   (-0.37 %)
Net Assets (Cr) ₹518 on 31 Dec 19
Category Equity - Multi Cap
AMC Edelweiss Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.58
Sharpe Ratio 0.44
Information Ratio 0.33
Alpha Ratio -0.36
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
31 Dec 15₹9,831
31 Dec 16₹9,869
31 Dec 17₹14,543
31 Dec 18₹13,829
31 Dec 19₹14,988

Edelweiss Multi 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 ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Edelweiss Multi 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 22 Jan 20

DurationReturns
1 Month 0.8%
3 Month 4.2%
6 Month 8%
1 Year 9.5%
3 Year 13.8%
5 Year
10 Year
15 Year
Since launch 8.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 8.4%
2018 -4.9%
2017 47.4%
2016 0.4%
2015
2014
2013
2012
2011
2010
Fund Manager information for Edelweiss Multi Cap Fund 
NameSinceTenure
Harshad Patwardhan3 Feb 154.83 Yr.

Data below for Edelweiss Multi Cap Fund  as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services39.99%
Industrials10.19%
Consumer Cyclical7.96%
Basic Materials7.94%
Technology7.7%
Energy7.5%
Consumer Defensive7.12%
Health Care3.45%
Real Estate3.1%
Communication Services2.99%
Asset Allocation
Asset ClassValue
Cash2.04%
Equity97.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK
9%₹47 Cr369,076
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK
8%₹42 Cr821,742
↑ 48,662
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 17 | RELIANCE
7%₹38 Cr242,051
↑ 36,789
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
5%₹23 Cr326,710
↑ 51,388
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
4%₹20 Cr265,439
↑ 33,104
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | KOTAKBANK
4%₹19 Cr120,726
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT
4%₹18 Cr135,599
State Bank of India (Financial Services)
Equity, Since 31 Aug 18 | SBIN
3%₹17 Cr504,850
↑ 73,345
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | 500696
3%₹15 Cr73,714
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFC
3%₹15 Cr64,983

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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