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Fincash » Mutual Funds » Best SIP Plans for 3 Year

Best SIP Plans for 3 Year Investment 2019

Updated on December 5, 2019 , 1846 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 (%)
Axis Bluechip Fund Growth ₹31.5
↓ -0.14
₹8,7499.46.119.719.29.96.5
Mirae Asset Emerging Bluechip Fund Growth ₹56.415
↓ -0.50
₹8,868104.116.91615.4-5.4
Invesco India Growth Opportunities Fund Growth ₹35.89
↓ -0.20
₹1,9919.64.713.815.410.1-0.2
Mirae Asset India Equity Fund  Growth ₹53.212
↓ -0.49
₹15,8978.72.313.815.111.1-0.6
Canara Robeco Equity Diversified Growth ₹139.46
↓ -0.79
₹1,58110.32.113.5158.10.9
Sundaram Large and Mid Cap Fund Growth ₹36.419
↓ -0.34
₹87112.14.113.614.810.50.4
BNP Paribas Large Cap Fund Growth ₹95.86
↓ -0.63
₹8088.95.219.3148.5-4
DSP BlackRock Equity Fund Growth ₹41.941
↓ -0.22
₹2,88810.25.219.113.58.7-7.5
Kotak Standard Multicap Fund Growth ₹36.7
↓ -0.27
₹28,3488.81.113.613.510.4-0.9
Canara Robeco Emerging Equities Growth ₹95.1
↓ -0.55
₹5,23510.70.610.313.311.4-9.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Dec 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. 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 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 (06 Dec 19) ₹31.5 ↓ -0.14   (-0.44 %)
Net Assets (Cr) ₹8,749 on 31 Oct 19
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.3
Sharpe Ratio 1.77
Information Ratio 0.5
Alpha Ratio 9.82
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 Nov 14₹10,000
30 Nov 15₹9,619
30 Nov 16₹9,569
30 Nov 17₹12,431
30 Nov 18₹13,635
30 Nov 19₹16,051

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 6 Dec 19

DurationReturns
1 Month -0.4%
3 Month 9.4%
6 Month 6.1%
1 Year 19.7%
3 Year 19.2%
5 Year 9.9%
10 Year
15 Year
Since launch 12.3%
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 162.77 Yr.

Data below for Axis Bluechip Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services40.98%
Consumer Defensive12.38%
Technology9.55%
Energy6.58%
Basic Materials6.43%
Consumer Cyclical3.99%
Industrials2.91%
Health Care0.98%
Asset Allocation
Asset ClassValue
Cash11.27%
Equity88.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
16%₹1,364 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
9%₹792 Cr6,440,000
↑ 425,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
8%₹672 Cr4,270,000
↓ -130,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
7%₹652 Cr14,089,000
↓ -770,375
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
7%₹650 Cr1,613,000
↓ -61,293
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
7%₹575 Cr3,930,000
↓ -70,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹475 Cr2,379,000
↑ 38,776
Net Receivables / (Payables)
Net Current Assets | -
5%-₹461 Cr
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
5%₹433 Cr6,317,382
↓ -2,382,618
Future on Nifty 50 Index
- | -
4%₹343 Cr287,925
↑ 287,925

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 20.2% 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 (06 Dec 19) ₹56.415 ↓ -0.50   (-0.88 %)
Net Assets (Cr) ₹8,868 on 31 Oct 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 1.05
Information Ratio 1.04
Alpha Ratio 7.64
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 Nov 14₹10,000
30 Nov 15₹11,613
30 Nov 16₹13,611
30 Nov 17₹18,875
30 Nov 18₹18,328
30 Nov 19₹21,177

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 6 Dec 19

DurationReturns
1 Month 0.7%
3 Month 10%
6 Month 4.1%
1 Year 16.9%
3 Year 16%
5 Year 15.4%
10 Year
15 Year
Since launch 20.2%
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 109.32 Yr.
Ankit Jain31 Jan 190.75 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services31.85%
Consumer Cyclical12.04%
Health Care11.78%
Basic Materials8.98%
Consumer Defensive8.24%
Industrials7.48%
Technology7.12%
Energy6.16%
Utility3.72%
Communication Services1.95%
Asset Allocation
Asset ClassValue
Cash0.7%
Equity99.3%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK
7%₹602 Cr4,893,769
↑ 152,879
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK
6%₹546 Cr11,800,939
State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN
5%₹403 Cr12,915,277
↑ 720,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
4%₹321 Cr2,190,196
↓ -53,317
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹297 Cr4,029,016
↓ -400,000
Voltas Ltd (Industrials)
Equity, Since 31 Dec 14 | VOLTAS
3%₹277 Cr3,914,449
Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 532827
3%₹254 Cr98,662
↑ 9,504
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
3%₹238 Cr3,473,972
↑ 1,307,267
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 15 | INDUSINDBK
3%₹231 Cr1,761,487
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 19 | LT
3%₹230 Cr1,560,582

3. 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 10.9% 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 (06 Dec 19) ₹35.89 ↓ -0.20   (-0.55 %)
Net Assets (Cr) ₹1,991 on 31 Oct 19
Category Equity - Large & Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.16
Sharpe Ratio 0.99
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
30 Nov 14₹10,000
30 Nov 15₹10,212
30 Nov 16₹10,745
30 Nov 17₹14,377
30 Nov 18₹14,706
30 Nov 19₹16,346

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 ₹395,578.
Net Profit of ₹95,578
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 6 Dec 19

DurationReturns
1 Month 0%
3 Month 9.6%
6 Month 4.7%
1 Year 13.8%
3 Year 15.4%
5 Year 10.1%
10 Year
15 Year
Since launch 10.9%
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 145.36 Yr.
Taher Badshah10 Jan 172.81 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services27.05%
Consumer Cyclical13.3%
Technology10.05%
Industrials9.29%
Consumer Defensive9.16%
Health Care8.96%
Energy5.65%
Basic Materials5.61%
Utility4.62%
Communication Services1.71%
Asset Allocation
Asset ClassValue
Cash4.61%
Equity95.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
7%₹143 Cr1,160,156
Triparty Repo
CBLO/Reverse Repo | -
7%₹134 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
6%₹113 Cr2,448,600
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
6%₹112 Cr767,875
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 17 | LT
4%₹76 Cr515,142
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 13 | TCS
3%₹67 Cr293,897
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Jun 19 | 500696
3%₹60 Cr274,750
↑ 44,619
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | ITC
3%₹54 Cr2,076,776
↑ 636,477
Indraprastha Gas Ltd (Utilities)
Equity, Since 28 Feb 18 | 532514
3%₹53 Cr1,352,830
↑ 74,870
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jul 17 | CHOLAFIN
3%₹52 Cr1,700,309
↑ 95,542

4. 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 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 (06 Dec 19) ₹53.212 ↓ -0.49   (-0.92 %)
Net Assets (Cr) ₹15,897 on 31 Oct 19
Category Equity - Multi Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio 0.99
Information Ratio 0.15
Alpha Ratio 0.51
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 Nov 14₹10,000
30 Nov 15₹10,248
30 Nov 16₹11,296
30 Nov 17₹14,926
30 Nov 18₹15,342
30 Nov 19₹17,220

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 ₹405,518.
Net Profit of ₹105,518
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 6 Dec 19

DurationReturns
1 Month -0.1%
3 Month 8.7%
6 Month 2.3%
1 Year 13.8%
3 Year 15.1%
5 Year 11.1%
10 Year
15 Year
Since launch 15.4%
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 0811.65 Yr.
Harshad Borawake1 May 172.5 Yr.
Gaurav Misra31 Jan 190.75 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services36.21%
Energy10.82%
Technology9.24%
Consumer Cyclical8.84%
Consumer Defensive8.44%
Industrials7.44%
Health Care6.79%
Basic Materials4.59%
Utility2.76%
Communication Services2.71%
Asset Allocation
Asset ClassValue
Cash2.16%
Equity97.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 09 | HDFCBANK
9%₹1,399 Cr11,370,912
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹1,052 Cr22,709,454
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 08 | RELIANCE
6%₹997 Cr6,805,705
Infosys Ltd (Technology)
Equity, Since 31 May 08 | INFY
5%₹760 Cr11,089,682
↑ 4,208,882
State Bank of India (Financial Services)
Equity, Since 31 Jul 08 | SBIN
5%₹759 Cr24,281,723
↑ 587,280
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
4%₹712 Cr9,665,638
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
4%₹673 Cr26,118,817
↑ 603,277
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹616 Cr4,181,467
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 09 | TCS
3%₹552 Cr2,430,069
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | MARUTI
3%₹435 Cr575,523

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 17.6% 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 (06 Dec 19) ₹139.46 ↓ -0.79   (-0.56 %)
Net Assets (Cr) ₹1,581 on 31 Oct 19
Category Equity - Multi Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio 0.94
Information Ratio 0.41
Alpha Ratio 3.23
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 Nov 14₹10,000
30 Nov 15₹9,909
30 Nov 16₹9,833
30 Nov 17₹12,804
30 Nov 18₹13,273
30 Nov 19₹14,809

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 6 Dec 19

DurationReturns
1 Month 0.2%
3 Month 10.3%
6 Month 2.1%
1 Year 13.5%
3 Year 15%
5 Year 8.1%
10 Year
15 Year
Since launch 17.6%
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
Shridatta Bhandwaldar12 Jul 163.22 Yr.
Miyush Gandhi1 Oct 190 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services34.83%
Industrials13.3%
Technology8.38%
Consumer Defensive8.27%
Basic Materials7.39%
Consumer Cyclical6.62%
Health Care6.56%
Energy5.3%
Utility2.97%
Communication Services1.69%
Asset Allocation
Asset ClassValue
Cash4.7%
Equity95.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
9%₹150 Cr1,217,340
↑ 135,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
6%₹101 Cr2,180,550
Treps
CBLO/Reverse Repo | -
6%₹97 Cr
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KOTAKBANK
4%₹66 Cr421,550
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFC
4%₹64 Cr300,400
↓ -42,500
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
4%₹60 Cr409,700
↑ 91,500
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 500696
4%₹60 Cr275,400
↑ 19,500
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
4%₹58 Cr394,700
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
4%₹57 Cr829,188
↑ 68,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
3%₹53 Cr132,000

6. 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 10.6% 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 (06 Dec 19) ₹36.419 ↓ -0.34   (-0.92 %)
Net Assets (Cr) ₹871 on 31 Oct 19
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.81
Sharpe Ratio 0.93
Information Ratio 0.94
Alpha Ratio 7.13
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 Nov 14₹10,000
30 Nov 15₹10,506
30 Nov 16₹11,193
30 Nov 17₹14,742
30 Nov 18₹15,165
30 Nov 19₹16,995

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 6 Dec 19

DurationReturns
1 Month -0.4%
3 Month 12.1%
6 Month 4.1%
1 Year 13.6%
3 Year 14.8%
5 Year 10.5%
10 Year
15 Year
Since launch 10.6%
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 171.84 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services29.52%
Industrials15.79%
Consumer Cyclical14.14%
Basic Materials13.54%
Consumer Defensive7.23%
Energy6.33%
Health Care4.82%
Technology4.35%
Communication Services0.06%
Asset Allocation
Asset ClassValue
Cash4.21%
Equity95.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
6%₹55 Cr376,962
↑ 159,468
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
5%₹48 Cr1,027,182
↑ 322,683
Sundaram Overnight Dir Gr
Investment Fund | -
5%₹40 Cr384,001
↑ 384,001
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 13 | LT
5%₹39 Cr267,924
Berger Paints India Ltd (Basic Materials)
Equity, Since 28 Feb 18 | 509480
4%₹34 Cr643,777
↓ -19,997
Siemens Ltd (Industrials)
Equity, Since 31 Mar 19 | 500550
4%₹34 Cr203,671
↓ -10,295
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 28 Feb 18 | 540716
4%₹34 Cr250,268
↑ 49,660
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
4%₹33 Cr269,434
↑ 32,506
Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 18 | 500034
4%₹32 Cr79,806
↓ -4,128
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 18 | 532343
3%₹30 Cr612,948

7. 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% since its launch.  Ranked 38 in Large Cap category.  Return for 2018 was -4% , 2017 was 37% and 2016 was -5.5% .

Below is the key information for BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund
Growth
Launch Date 23 Sep 04
NAV (06 Dec 19) ₹95.86 ↓ -0.63   (-0.65 %)
Net Assets (Cr) ₹808 on 31 Oct 19
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.46
Sharpe Ratio 1.52
Information Ratio -0.35
Alpha Ratio 6.46
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
30 Nov 14₹10,000
30 Nov 15₹10,357
30 Nov 16₹10,299
30 Nov 17₹13,120
30 Nov 18₹12,982
30 Nov 19₹15,186

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 ₹376,357.
Net Profit of ₹76,357
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 6 Dec 19

DurationReturns
1 Month -0.9%
3 Month 8.9%
6 Month 5.2%
1 Year 19.3%
3 Year 14%
5 Year 8.5%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 56.8%
Fund Manager information for BNP Paribas Large Cap Fund
NameSinceTenure
Abhijeet Dey16 Nov 162.87 Yr.
Karthikraj Lakshmanan7 Oct 162.98 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services42.84%
Consumer Defensive13.7%
Energy9.17%
Basic Materials8.95%
Technology8.47%
Industrials7.6%
Consumer Cyclical3.13%
Communication Services1.02%
Asset Allocation
Asset ClassValue
Cash5.12%
Equity94.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
9%₹76 Cr615,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
8%₹66 Cr1,432,000
Treps
CBLO/Reverse Repo | -
7%₹54 Cr
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
6%₹46 Cr625,000
↑ 25,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
6%₹45 Cr305,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 13 | ULTRACEMCO
4%₹35 Cr85,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK
4%₹34 Cr215,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
4%₹31 Cr455,000
↓ -125,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFC
3%₹28 Cr130,000
↑ 25,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | 500696
3%₹27 Cr125,000

8. DSP BlackRock Equity Fund

Aims to provide long term capital appreciation from a portfolio substantially constituted of equity and equity related securities.

DSP BlackRock Equity Fund is a Equity - Multi Cap fund was launched on 7 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.2% since its launch.  Ranked 42 in Multi Cap category.  Return for 2018 was -7.5% , 2017 was 40% and 2016 was 4.1% .

Below is the key information for DSP BlackRock Equity Fund

DSP BlackRock Equity Fund
Growth
Launch Date 7 Jun 07
NAV (06 Dec 19) ₹41.941 ↓ -0.22   (-0.53 %)
Net Assets (Cr) ₹2,888 on 31 Oct 19
Category Equity - Multi Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.21
Sharpe Ratio 1.33
Information Ratio 0.06
Alpha Ratio 9.12
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 14₹10,000
30 Nov 15₹9,988
30 Nov 16₹10,685
30 Nov 17₹13,902
30 Nov 18₹13,258
30 Nov 19₹15,501

DSP BlackRock 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 DSP BlackRock 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 6 Dec 19

DurationReturns
1 Month -1.3%
3 Month 10.2%
6 Month 5.2%
1 Year 19.1%
3 Year 13.5%
5 Year 8.7%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -7.5%
2017 40%
2016 4.1%
2015 -0.7%
2014 53%
2013 0.1%
2012 33.3%
2011 -23.9%
2010 19.8%
2009 90.7%
Fund Manager information for DSP BlackRock Equity Fund
NameSinceTenure
Atul Bhole1 Jun 163 Yr.

Data below for DSP BlackRock Equity Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services39.69%
Basic Materials11.56%
Consumer Cyclical9.93%
Industrials9.67%
Consumer Defensive8.53%
Health Care8.49%
Technology5.29%
Energy3.62%
Real Estate2.47%
Asset Allocation
Asset ClassValue
Cash0.77%
Equity99.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹271 Cr672,560
↑ 69,962
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | ICICIBANK
8%₹227 Cr4,911,084
↓ -294,273
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
8%₹220 Cr1,785,379
↑ 88,644
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
4%₹124 Cr784,499
↓ -69,498
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | 500696
4%₹123 Cr565,490
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Jun 16 | 500820
4%₹109 Cr602,311
↑ 31,816
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
3%₹83 Cr366,229
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 17 | ULTRACEMCO
3%₹77 Cr186,247
↑ 19,358
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Dec 17 | ALKEM
3%₹72 Cr362,134
↑ 56,476
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
3%₹72 Cr981,351
↓ -388,026

9. 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 13.5% 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 (06 Dec 19) ₹36.7 ↓ -0.27   (-0.72 %)
Net Assets (Cr) ₹28,348 on 31 Oct 19
Category Equity - Multi Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 0.93
Information Ratio -0.06
Alpha Ratio 2.12
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 Nov 14₹10,000
30 Nov 15₹10,341
30 Nov 16₹11,480
30 Nov 17₹14,770
30 Nov 18₹14,904
30 Nov 19₹16,811

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 ₹395,578.
Net Profit of ₹95,578
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 6 Dec 19

DurationReturns
1 Month 0%
3 Month 8.8%
6 Month 1.1%
1 Year 13.6%
3 Year 13.5%
5 Year 10.4%
10 Year
15 Year
Since launch 13.5%
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 127.24 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services34.39%
Industrials12.21%
Energy11.26%
Basic Materials9.96%
Technology7.06%
Consumer Cyclical6.21%
Consumer Defensive4.09%
Utility3.31%
Health Care1.78%
Asset Allocation
Asset ClassValue
Cash6.98%
Equity93.01%
Debt0.01%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Triparty Repo
CBLO/Reverse Repo | -
9%₹2,663 Cr
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 16 | RELIANCE
7%₹1,977 Cr13,500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK
7%₹1,899 Cr41,000,000
↑ 300,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
6%₹1,800 Cr14,630,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT
5%₹1,473 Cr10,000,000
↑ 500,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532215
5%₹1,355 Cr18,400,000
↑ 550,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 18 | TCS
4%₹999 Cr4,400,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
3%₹941 Cr13,730,562
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO
3%₹849 Cr2,050,000
↑ 250,000
Petronet LNG Ltd (Energy)
Equity, Since 31 Aug 12 | 532522
3%₹831 Cr29,000,000
↑ 2,000,000

10. 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 16.5% 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 (06 Dec 19) ₹95.1 ↓ -0.55   (-0.58 %)
Net Assets (Cr) ₹5,235 on 31 Oct 19
Category Equity - Large & Mid Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 0.56
Information Ratio 0.04
Alpha Ratio 1.7
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 Nov 14₹10,000
30 Nov 15₹11,554
30 Nov 16₹12,194
30 Nov 17₹17,286
30 Nov 18₹16,223
30 Nov 19₹17,584

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 ₹405,518.
Net Profit of ₹105,518
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 6 Dec 19

DurationReturns
1 Month 1.3%
3 Month 10.7%
6 Month 0.6%
1 Year 10.3%
3 Year 13.3%
5 Year 11.4%
10 Year
15 Year
Since launch 16.5%
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
Shridatta Bhandwaldar1 Oct 190.08 Yr.
Miyush Gandhi2 Jul 181.33 Yr.

Data below for Canara Robeco Emerging Equities as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services31.34%
Industrials15.42%
Consumer Cyclical13.15%
Technology8.33%
Health Care7.57%
Basic Materials6.38%
Energy4.33%
Utility4.07%
Consumer Defensive3.19%
Communication Services2.96%
Asset Allocation
Asset ClassValue
Cash3.27%
Equity96.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFCBANK
7%₹359 Cr2,916,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹333 Cr7,185,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
5%₹265 Cr3,593,650
Reliance Industries Ltd (Energy)
Equity, Since 31 May 17 | RELIANCE
4%₹227 Cr1,548,000
↑ 575,000
Treps
CBLO/Reverse Repo | -
4%₹215 Cr
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 17 | LT
3%₹152 Cr1,032,000
↓ -35,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 19 | HDFC
3%₹148 Cr692,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | KOTAKBANK
3%₹146 Cr926,000
↓ -47,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
2%₹130 Cr1,895,000
↑ 220,000
Voltas Ltd (Industrials)
Equity, Since 30 Jun 18 | VOLTAS
2%₹107 Cr1,503,703
↑ 200,000

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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