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Fincash » Mutual Funds » Best SIP Plans for 3 Year

Best SIP Plans for 3 Year Investment 2021

Updated on October 24, 2021 , 49989 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 21 - 22

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
PGIM India Diversified Equity Fund Growth ₹26.87
↑ 0.35
₹2,4169.129.770.732.219.735.9
Parag Parikh Long Term Equity Fund Growth ₹50.6848
↑ 0.32
₹16,0769.228.960.130.621.732.3
Mahindra Badhat Yojana Growth ₹21.3083
↑ 0.41
₹78314.537.583.330.6 16.6
Mirae Asset Emerging Bluechip Fund Growth ₹100.801
↑ 1.11
₹21,26311.628.968.53020.822.4
UTI Equity Fund Growth ₹269.274
↑ 3.45
₹23,59912.52865.72919.631.5
DSP BlackRock Equity Fund Growth ₹69.139
↑ 0.73
₹7,0948.92764.928.117.118.7
Baroda Pioneer Multi Cap Fund Growth ₹178.4
↑ 2.40
₹1,15617.13778.527.71619.5
Canara Robeco Emerging Equities Growth ₹167.3
↑ 2.49
₹11,46111.830.764.82718.324.5
Canara Robeco Equity Diversified Growth ₹234.2
↑ 2.80
₹6,0641328.857.826.618.622.2
Canara Robeco Bluechip Equity Fund Growth ₹43.25
↑ 0.39
₹4,70212.424.952.826.217.923.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Oct 21

*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. PGIM India Diversified Equity Fund

To generate income & capital appreciation by predominantly investing in an actively managed diversified portfolio of equity & equity related instruments including derivatives.

PGIM India Diversified Equity Fund is a Equity - Multi Cap fund was launched on 4 Mar 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16% since its launch.  Return for 2020 was 35.9% , 2019 was 10% and 2018 was -7.9% .

Below is the key information for PGIM India Diversified Equity Fund

PGIM India Diversified Equity Fund
Growth
Launch Date 4 Mar 15
NAV (26 Oct 21) ₹26.87 ↑ 0.35   (1.32 %)
Net Assets (Cr) ₹2,416 on 30 Sep 21
Category Equity - Multi Cap
AMC Pramerica Asset Managers Private Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.54
Sharpe Ratio 4.51
Information Ratio 1.57
Alpha Ratio 17.78
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 16₹10,000
30 Sep 17₹11,553
30 Sep 18₹11,406
30 Sep 19₹12,155
30 Sep 20₹14,000
30 Sep 21₹24,301

PGIM India Diversified 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 ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for PGIM India Diversified 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 26 Oct 21

DurationReturns
1 Month 0.4%
3 Month 9.1%
6 Month 29.7%
1 Year 70.7%
3 Year 32.2%
5 Year 19.7%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2020 35.9%
2019 10%
2018 -7.9%
2017 36.6%
2016 -0.6%
2015
2014
2013
2012
2011
Fund Manager information for PGIM India Diversified Equity Fund
NameSinceTenure
Aniruddha Naha5 Apr 183.49 Yr.
A. Anandha Padmanabhan1 Jun 210.33 Yr.
Ravi Adukia1 Jun 210.33 Yr.

Data below for PGIM India Diversified Equity Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services26%
Technology16.5%
Industrials15.44%
Health Care12.2%
Basic Materials11.29%
Real Estate4.81%
Consumer Cyclical3.33%
Utility2.31%
Consumer Defensive1.37%
Communication Services0.63%
Asset Allocation
Asset ClassValue
Cash4.96%
Equity95.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY
5%₹118 Cr705,000
↑ 195,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
5%₹110 Cr1,575,000
↑ 75,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 21 | LT
5%₹109 Cr640,000
↑ 215,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN
4%₹102 Cr2,245,000
↑ 450,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 21 | TCS
3%₹83 Cr220,000
↑ 50,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 21 | HDFC
3%₹83 Cr300,000
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Jan 21 | 533273
3%₹74 Cr764,000
↑ 139,000
Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | 511196
3%₹72 Cr1,046,680
↑ 158,500
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 21 | 543308
3%₹70 Cr575,000
↑ 55,000
Alkem Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 21 | ALKEM
3%₹70 Cr175,000
↓ -25,000

2. 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 21.2% since its launch.  Ranked 34 in Multi Cap category.  Return for 2020 was 32.3% , 2019 was 14.4% and 2018 was -0.4% .

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 (26 Oct 21) ₹50.6848 ↑ 0.32   (0.63 %)
Net Assets (Cr) ₹16,076 on 30 Sep 21
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 5.01
Information Ratio 0.71
Alpha Ratio 27.6
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 Sep 16₹10,000
30 Sep 17₹12,022
30 Sep 18₹13,337
30 Sep 19₹13,887
30 Sep 20₹17,215
30 Sep 21₹27,094

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 ₹518,033.
Net Profit of ₹218,033
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 26 Oct 21

DurationReturns
1 Month 0.9%
3 Month 9.2%
6 Month 28.9%
1 Year 60.1%
3 Year 30.6%
5 Year 21.7%
10 Year
15 Year
Since launch 21.2%
Historical performance (Yearly) on absolute basis
YearReturns
2020 32.3%
2019 14.4%
2018 -0.4%
2017 29.4%
2016 3.3%
2015 8.9%
2014 44.8%
2013
2012
2011
Fund Manager information for Parag Parikh Long Term Equity Fund
NameSinceTenure
Raj Mehta27 Jan 165.68 Yr.
Rajeev Thakkar24 May 138.36 Yr.
Raunak Onkar24 May 138.36 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services30.54%
Technology19.47%
Consumer Cyclical14.79%
Communication Services14.38%
Consumer Defensive8.4%
Health Care3.74%
Utility3.02%
Asset Allocation
Asset ClassValue
Cash5.65%
Equity94.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 500490
9%₹1,390 Cr2,891,166
↑ 75,619
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
8%₹1,351 Cr57,196,067
↑ 1,700,000
Alphabet Inc Class A (Communication Services)
Equity, Since 31 May 21 | GOOGL
8%₹1,325 Cr66,401
↑ 7,660
Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN
7%₹1,076 Cr43,875
↑ 4,392
Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSFT
7%₹1,061 Cr502,947
↑ 72,150
Facebook Inc Class A (Communication Services)
Equity, Since 31 Jul 17 | FB
6%₹987 Cr391,226
↑ 58,920
Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Jul 20 | 540750
6%₹952 Cr14,735,528
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 21 | HCLTECH
5%₹849 Cr6,637,285
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO
5%₹793 Cr2,801,326
↑ 147,540
Central Depository Services (India) Ltd (Financial Services)
Equity, Since 31 Jul 19 | CDSL
4%₹619 Cr4,799,727

3. Mahindra Badhat Yojana

The investment objective of the Scheme is to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality. The diversified portfolio would predominantly consist of equity and equity related securities including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Mahindra Badhat Yojana is a Equity - Multi Cap fund was launched on 11 May 17. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.5% since its launch.  Return for 2020 was 16.6% , 2019 was 13.8% and 2018 was -9.9% .

Below is the key information for Mahindra Badhat Yojana

Mahindra Badhat Yojana
Growth
Launch Date 11 May 17
NAV (26 Oct 21) ₹21.3083 ↑ 0.41   (1.95 %)
Net Assets (Cr) ₹783 on 30 Sep 21
Category Equity - Multi Cap
AMC Mahindra Asset Management Company Pvt. Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 2.6
Sharpe Ratio 4.26
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
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 Sep 17₹10,298
30 Sep 18₹10,066
30 Sep 19₹10,879
30 Sep 20₹11,266
30 Sep 21₹20,183

Mahindra Badhat Yojana SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for Mahindra Badhat Yojana

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Oct 21

DurationReturns
1 Month 4.6%
3 Month 14.5%
6 Month 37.5%
1 Year 83.3%
3 Year 30.6%
5 Year
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
2020 16.6%
2019 13.8%
2018 -9.9%
2017
2016
2015
2014
2013
2012
2011
Fund Manager information for Mahindra Badhat Yojana
NameSinceTenure
Manish Lodha21 Dec 200.78 Yr.
Fatema Pacha16 Oct 200.96 Yr.

Data below for Mahindra Badhat Yojana as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services24.95%
Basic Materials14.12%
Technology13.4%
Consumer Cyclical10.68%
Industrials9.61%
Energy6.62%
Health Care6.56%
Communication Services3.93%
Consumer Defensive3.29%
Utility2.32%
Real Estate1.54%
Asset Allocation
Asset ClassValue
Cash2.97%
Equity97.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
5%₹39 Cr156,420
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
5%₹37 Cr531,900
State Bank of India (Financial Services)
Equity, Since 31 Oct 18 | SBIN
5%₹35 Cr780,300
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 21 | TCS
4%₹31 Cr81,000
↓ -50,400
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | KOTAKBANK
3%₹26 Cr131,960
↑ 53,660
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
3%₹25 Cr149,850
↑ 27,000
Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 28 Feb 21 | TATAMTRDVR
3%₹20 Cr1,071,000
↑ 315,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 28 Feb 21 | SUNPHARMA
3%₹20 Cr243,000
↑ 27,000
Tata Power Co Ltd (Utilities)
Equity, Since 28 Feb 21 | 500400
2%₹18 Cr1,143,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 21 | 532215
2%₹18 Cr234,000
↑ 234,000

4. 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 22.7% since its launch.  Return for 2020 was 22.4% , 2019 was 14.7% and 2018 was -5.4% .

Below is the key information for Mirae Asset Emerging Bluechip Fund

Mirae Asset Emerging Bluechip Fund
Growth
Launch Date 9 Jul 10
NAV (26 Oct 21) ₹100.801 ↑ 1.11   (1.11 %)
Net Assets (Cr) ₹21,263 on 30 Sep 21
Category Equity - Large & Mid Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.5
Sharpe Ratio 4.38
Information Ratio 1.64
Alpha Ratio 10.3
Min Investment 5,000
Min SIP Investment 0
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 16₹10,000
30 Sep 17₹12,534
30 Sep 18₹12,753
30 Sep 19₹14,197
30 Sep 20₹15,411
30 Sep 21₹25,961

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 ₹505,644.
Net Profit of ₹205,644
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 26 Oct 21

DurationReturns
1 Month 2.8%
3 Month 11.6%
6 Month 28.9%
1 Year 68.5%
3 Year 30%
5 Year 20.8%
10 Year
15 Year
Since launch 22.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 22.4%
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%
Fund Manager information for Mirae Asset Emerging Bluechip Fund
NameSinceTenure
Neelesh Surana9 Jul 1011.24 Yr.
Ankit Jain31 Jan 192.67 Yr.

Data below for Mirae Asset Emerging Bluechip Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services33.61%
Basic Materials11.76%
Consumer Cyclical11.28%
Industrials10.6%
Health Care10.46%
Technology9.45%
Communication Services3.02%
Utility3.01%
Consumer Defensive2.48%
Energy1.33%
Asset Allocation
Asset ClassValue
Cash0.6%
Equity99.4%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK
6%₹1,243 Cr7,794,044
↑ 260,000
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK
6%₹1,214 Cr17,324,841
↓ -550,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
5%₹964 Cr12,570,088
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
4%₹910 Cr5,432,584
State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN
4%₹792 Cr17,485,277
↑ 1,325,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
3%₹642 Cr9,330,111
↓ -480,000
Voltas Ltd (Industrials)
Equity, Since 31 Dec 14 | VOLTAS
3%₹617 Cr5,065,203
↓ -247,754
Mphasis Ltd (Technology)
Equity, Since 31 Jan 21 | 526299
3%₹596 Cr1,920,120
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 12 | JKCEMENT
3%₹537 Cr1,726,914
Gujarat State Petronet Ltd (Utilities)
Equity, Since 31 Jan 19 | 532702
2%₹510 Cr16,141,511
↑ 2,391,000

5. 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 14.1% since its launch.  Ranked 54 in Multi Cap category.  Return for 2020 was 31.5% , 2019 was 11.7% and 2018 was 3.5% .

Below is the key information for UTI Equity Fund

UTI Equity Fund
Growth
Launch Date 18 May 92
NAV (26 Oct 21) ₹269.274 ↑ 3.45   (1.30 %)
Net Assets (Cr) ₹23,599 on 30 Sep 21
Category Equity - Multi Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 3.62
Information Ratio 1.16
Alpha Ratio 5.88
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 Sep 16₹10,000
30 Sep 17₹11,095
30 Sep 18₹12,277
30 Sep 19₹12,934
30 Sep 20₹14,240
30 Sep 21₹24,025

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 ₹493,520.
Net Profit of ₹193,520
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 26 Oct 21

DurationReturns
1 Month -0.2%
3 Month 12.5%
6 Month 28%
1 Year 65.7%
3 Year 29%
5 Year 19.6%
10 Year
15 Year
Since launch 14.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 31.5%
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%
Fund Manager information for UTI Equity Fund
NameSinceTenure
Ajay Tyagi11 Jan 165.73 Yr.

Data below for UTI Equity Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services25.1%
Consumer Cyclical15.29%
Technology15.22%
Health Care14.6%
Industrials8.59%
Basic Materials6.69%
Consumer Defensive6.43%
Communication Services5.65%
Asset Allocation
Asset ClassValue
Cash2.42%
Equity97.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 17 | 500034
6%₹1,482 Cr1,933,170
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 07 | HDFCBANK
6%₹1,384 Cr8,679,842
↑ 305,450
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Aug 18 | 540005
5%₹1,203 Cr2,086,600
↓ -6,500
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
5%₹1,082 Cr5,393,404
↑ 221,050
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 15 | HDFC
4%₹935 Cr3,395,428
↑ 17,150
Infosys Ltd (Technology)
Equity, Since 31 May 07 | INFY
4%₹902 Cr5,382,754
↑ 315,980
Astral Ltd (Industrials)
Equity, Since 31 Mar 16 | ASTRAL
3%₹763 Cr3,531,809
↓ -96,590
MindTree Ltd (Technology)
Equity, Since 31 Mar 16 | 532819
3%₹715 Cr1,702,077
↓ -496,200
Coforge Ltd (Technology)
Equity, Since 31 Jul 21 | 532541
3%₹700 Cr1,335,590
↑ 295,290
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | 540376
3%₹688 Cr1,618,123

6. 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 14.4% since its launch.  Ranked 42 in Multi Cap category.  Return for 2020 was 18.7% , 2019 was 17% and 2018 was -7.5% .

Below is the key information for DSP BlackRock Equity Fund

DSP BlackRock Equity Fund
Growth
Launch Date 7 Jun 07
NAV (26 Oct 21) ₹69.139 ↑ 0.73   (1.06 %)
Net Assets (Cr) ₹7,094 on 30 Sep 21
Category Equity - Multi Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.02
Sharpe Ratio 3.78
Information Ratio 0.81
Alpha Ratio 7.7
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 Sep 16₹10,000
30 Sep 17₹11,538
30 Sep 18₹11,505
30 Sep 19₹13,433
30 Sep 20₹13,212
30 Sep 21₹22,009

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 ₹470,047.
Net Profit of ₹170,047
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 26 Oct 21

DurationReturns
1 Month 1.1%
3 Month 8.9%
6 Month 27%
1 Year 64.9%
3 Year 28.1%
5 Year 17.1%
10 Year
15 Year
Since launch 14.4%
Historical performance (Yearly) on absolute basis
YearReturns
2020 18.7%
2019 17%
2018 -7.5%
2017 40%
2016 4.1%
2015 -0.7%
2014 53%
2013 0.1%
2012 33.3%
2011 -23.9%
Fund Manager information for DSP BlackRock Equity Fund
NameSinceTenure
Atul Bhole1 Jun 165.33 Yr.
Abhishek Ghosh1 Jan 210.75 Yr.

Data below for DSP BlackRock Equity Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services39.54%
Consumer Cyclical12.38%
Basic Materials11.48%
Technology8.95%
Industrials8.93%
Consumer Defensive7.39%
Health Care5.93%
Utility3.68%
Energy0.44%
Asset Allocation
Asset ClassValue
Cash1.28%
Equity98.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | ICICIBANK
8%₹553 Cr7,895,108
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
7%₹477 Cr2,987,900
↑ 130,227
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 17 | ULTRACEMCO
4%₹268 Cr362,341
↑ 9,316
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 18 | 540376
4%₹268 Cr629,506
↑ 105,138
Infosys Ltd (Technology)
Equity, Since 30 Jun 20 | INFY
4%₹257 Cr1,532,258
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
4%₹253 Cr329,371
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Nov 19 | 532978
4%₹251 Cr140,998
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
3%₹202 Cr2,633,416
↑ 87,088
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
3%₹190 Cr946,450
↑ 135,039
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 20 | HCLTECH
2%₹173 Cr1,355,630
↑ 138,269

7. Baroda Pioneer Multi Cap Fund

(Erstwhile Baroda Pioneer Growth Fund)

To generate long term capital appreciation from an actively managed portfolio of equity & equity related instruments.

Baroda Pioneer Multi Cap Fund is a Equity - Multi Cap fund was launched on 12 Sep 03. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.2% since its launch.  Ranked 37 in Multi Cap category.  Return for 2020 was 19.5% , 2019 was 8.9% and 2018 was -11.9% .

Below is the key information for Baroda Pioneer Multi Cap Fund

Baroda Pioneer Multi Cap Fund
Growth
Launch Date 12 Sep 03
NAV (26 Oct 21) ₹178.4 ↑ 2.40   (1.36 %)
Net Assets (Cr) ₹1,156 on 30 Sep 21
Category Equity - Multi Cap
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.47
Sharpe Ratio 3.79
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 16₹10,000
30 Sep 17₹11,440
30 Sep 18₹10,964
30 Sep 19₹11,511
30 Sep 20₹11,522
30 Sep 21₹20,236

Baroda Pioneer 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 ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Baroda Pioneer 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 26 Oct 21

DurationReturns
1 Month 4.9%
3 Month 17.1%
6 Month 37%
1 Year 78.5%
3 Year 27.7%
5 Year 16%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
2020 19.5%
2019 8.9%
2018 -11.9%
2017 36.8%
2016 2.3%
2015 -1.6%
2014 46.5%
2013 3.6%
2012 25.7%
2011 -30%
Fund Manager information for Baroda Pioneer Multi Cap Fund
NameSinceTenure
Sanjay Chawla1 Nov 155.92 Yr.

Data below for Baroda Pioneer Multi Cap Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services19.96%
Technology18.3%
Basic Materials14.32%
Industrials9.98%
Health Care9.73%
Consumer Cyclical6.84%
Consumer Defensive4.9%
Communication Services3.6%
Utility3.37%
Real Estate1.87%
Energy0.71%
Asset Allocation
Asset ClassValue
Cash1.51%
Equity98.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
7%₹75 Cr450,000
↓ -50,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
6%₹70 Cr1,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK
5%₹57 Cr360,000
Reliance Industries Ltd.
Equity, Since 30 Jun 21 | -
3%₹37 Cr200,000
↓ -25,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 20 | SUNPHARMA
3%₹36 Cr440,000
Indian Railway Catering And Tourism Corp Ltd (Industrials)
Equity, Since 28 Feb 21 | 542830
3%₹34 Cr90,000
↓ -45,000
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | 532497
3%₹33 Cr380,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Dec 20 | PERSISTENT
3%₹33 Cr90,000
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 30 Sep 20 | 542216
3%₹31 Cr148,590
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
2%₹28 Cr360,000

8. 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 18.5% since its launch.  Ranked 10 in Large & Mid Cap category.  Return for 2020 was 24.5% , 2019 was 8.7% and 2018 was -9.3% .

Below is the key information for Canara Robeco Emerging Equities

Canara Robeco Emerging Equities
Growth
Launch Date 11 Mar 05
NAV (26 Oct 21) ₹167.3 ↑ 2.49   (1.51 %)
Net Assets (Cr) ₹11,461 on 30 Sep 21
Category Equity - Large & Mid Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 3.55
Information Ratio 0.28
Alpha Ratio 1.46
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 Sep 16₹10,000
30 Sep 17₹12,363
30 Sep 18₹12,515
30 Sep 19₹12,888
30 Sep 20₹14,158
30 Sep 21₹23,024

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 ₹481,656.
Net Profit of ₹181,656
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 26 Oct 21

DurationReturns
1 Month 2.1%
3 Month 11.8%
6 Month 30.7%
1 Year 64.8%
3 Year 27%
5 Year 18.3%
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
2020 24.5%
2019 8.7%
2018 -9.3%
2017 52.1%
2016 2.6%
2015 13.1%
2014 96%
2013 3.2%
2012 48.9%
2011 -22.3%
Fund Manager information for Canara Robeco Emerging Equities
NameSinceTenure
Shridatta Bhandwaldar1 Oct 192 Yr.
Miyush Gandhi2 Jul 183.25 Yr.

Data below for Canara Robeco Emerging Equities as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services28.65%
Consumer Cyclical13.44%
Basic Materials11.7%
Industrials10.2%
Health Care9.38%
Technology7.66%
Consumer Defensive5.37%
Energy3.7%
Utility2.76%
Communication Services2.54%
Real Estate1.35%
Asset Allocation
Asset ClassValue
Cash3.24%
Equity96.76%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFCBANK
5%₹609 Cr3,816,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
5%₹533 Cr7,598,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
4%₹462 Cr2,760,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 17 | RELIANCE
4%₹424 Cr1,683,000
↑ 200,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 500034
3%₹386 Cr503,000
↓ -45,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
3%₹373 Cr4,863,090
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
3%₹315 Cr6,950,000
Minda Industries Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | 532539
2%₹270 Cr3,659,476
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Apr 21 | 543220
2%₹270 Cr7,511,459
↑ 333,658
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Nov 19 | 540376
2%₹241 Cr568,005
↓ -25,000

9. 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 19% since its launch.  Ranked 68 in Multi Cap category.  Return for 2020 was 22.2% , 2019 was 12.3% and 2018 was 0.9% .

Below is the key information for Canara Robeco Equity Diversified

Canara Robeco Equity Diversified
Growth
Launch Date 16 Sep 03
NAV (26 Oct 21) ₹234.2 ↑ 2.80   (1.21 %)
Net Assets (Cr) ₹6,064 on 30 Sep 21
Category Equity - Multi Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.09
Sharpe Ratio 3.63
Information Ratio 0.46
Alpha Ratio 3.14
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 Sep 16₹10,000
30 Sep 17₹11,722
30 Sep 18₹12,611
30 Sep 19₹13,653
30 Sep 20₹14,648
30 Sep 21₹22,978

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 ₹481,656.
Net Profit of ₹181,656
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 26 Oct 21

DurationReturns
1 Month 1.9%
3 Month 13%
6 Month 28.8%
1 Year 57.8%
3 Year 26.6%
5 Year 18.6%
10 Year
15 Year
Since launch 19%
Historical performance (Yearly) on absolute basis
YearReturns
2020 22.2%
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%
Fund Manager information for Canara Robeco Equity Diversified
NameSinceTenure
Shridatta Bhandwaldar12 Jul 165.22 Yr.
Miyush Gandhi1 Oct 192 Yr.

Data below for Canara Robeco Equity Diversified as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services32.12%
Technology12.63%
Consumer Cyclical11%
Industrials10.54%
Basic Materials9.73%
Health Care6.63%
Consumer Defensive5.45%
Energy4.29%
Utility2.11%
Communication Services1.16%
Real Estate0.91%
Asset Allocation
Asset ClassValue
Cash3.42%
Equity96.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
6%₹370 Cr2,322,340
↑ 50,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
6%₹366 Cr5,215,550
↑ 100,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
6%₹348 Cr2,077,188
↑ 125,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
4%₹260 Cr1,032,400
↑ 125,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFC
4%₹230 Cr835,900
↑ 180,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
4%₹221 Cr584,428
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
4%₹216 Cr281,035
↑ 12,500
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹190 Cr2,483,600
↑ 250,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
3%₹187 Cr1,095,657
↑ 60,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN
3%₹183 Cr4,050,000
↑ 150,000

10. Canara Robeco Bluechip Equity Fund

(Erstwhile Canara Robeco Large Cap+ Fund)

The Investment Objective of the fund is to provide capital appreciation by predominantly investing in companies having a large market capitalization. However, there can be no assurance that the investment objective of the scheme will be realized.

Canara Robeco Bluechip Equity Fund is a Equity - Large Cap fund was launched on 20 Aug 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14% since its launch.  Ranked 52 in Large Cap category.  Return for 2020 was 23.1% , 2019 was 15.7% and 2018 was 3.4% .

Below is the key information for Canara Robeco Bluechip Equity Fund

Canara Robeco Bluechip Equity Fund
Growth
Launch Date 20 Aug 10
NAV (26 Oct 21) ₹43.25 ↑ 0.39   (0.91 %)
Net Assets (Cr) ₹4,702 on 30 Sep 21
Category Equity - Large Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio 3.21
Information Ratio 0.69
Alpha Ratio 1.54
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 Sep 16₹10,000
30 Sep 17₹11,351
30 Sep 18₹12,357
30 Sep 19₹13,543
30 Sep 20₹14,444
30 Sep 21₹22,182

Canara Robeco Bluechip 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 ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Canara Robeco Bluechip 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 26 Oct 21

DurationReturns
1 Month 1.6%
3 Month 12.4%
6 Month 24.9%
1 Year 52.8%
3 Year 26.2%
5 Year 17.9%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2020 23.1%
2019 15.7%
2018 3.4%
2017 31.4%
2016 1.9%
2015 -0.5%
2014 35.9%
2013 5%
2012 28.4%
2011 -12.8%
Fund Manager information for Canara Robeco Bluechip Equity Fund
NameSinceTenure
Vishal Mishra1 Jun 210.33 Yr.
Shridatta Bhandwaldar12 Jul 165.22 Yr.

Data below for Canara Robeco Bluechip Equity Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services34.83%
Technology15.13%
Consumer Cyclical8.67%
Energy7.41%
Consumer Defensive6.84%
Basic Materials6.38%
Health Care6.05%
Industrials5.79%
Utility2.87%
Communication Services1.92%
Asset Allocation
Asset ClassValue
Cash4.07%
Equity95.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY
8%₹356 Cr2,124,142
↑ 385,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK
7%₹350 Cr2,194,700
↑ 70,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE
7%₹348 Cr1,383,250
↑ 195,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
6%₹304 Cr4,335,600
↑ 150,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFC
5%₹251 Cr910,450
↑ 190,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
4%₹194 Cr513,461
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
4%₹178 Cr1,045,685
↑ 65,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹160 Cr3,530,000
↑ 250,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
3%₹159 Cr207,434
↑ 14,500
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹148 Cr1,934,200
↑ 350,000

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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