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Fincash » Mutual Funds » Best SIP Plans for 3 Year

Best SIP Plans for 3 Year Investment 2020

Updated on March 30, 2020 , 4505 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 ₹25.08
↓ -0.92
₹11,824-21.7-18.9-11.76.2518.6
Parag Parikh Long Term Equity Fund Growth ₹20.68
↓ -0.33
₹2,795-22.7-18.3-171.94.714.4
Canara Robeco Equity Diversified Growth ₹108.92
↓ -3.53
₹1,772-23.1-18.5-19.41.31.912.3
JM Large Cap Fund Growth ₹59.0991
↓ -1.01
₹3,154-13.4-10.8-11.10.40.74.9
Invesco India Growth Opportunities Fund Growth ₹26.22
↓ -0.80
₹2,498-27.7-23.7-24.2-0.41.810.7
UTI Equity Fund Growth ₹112.979
↓ -3.15
₹10,499-25.8-19.6-21.7-0.51.611.7
BNP Paribas Large Cap Fund Growth ₹73.09
↓ -2.65
₹793-24.9-22-16.8-0.50.817.2
DSP BlackRock Equity Fund Growth ₹31.631
↓ -0.80
₹3,523-26.1-22.6-19.2-0.92.117
Mirae Asset Emerging Bluechip Fund Growth ₹41.097
↓ -1.16
₹9,614-28.9-21.8-23.1-1.26.714.7
Edelweiss Large and Mid Cap Fund  Growth ₹24.231
↓ -0.69
₹504-26.7-22.3-22.7-1.50.811.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 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 9.4% 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 (01 Apr 20) ₹25.08 ↓ -0.92   (-3.54 %)
Net Assets (Cr) ₹11,824 on 29 Feb 20
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.3
Sharpe Ratio 1.43
Information Ratio 1.13
Alpha Ratio 12.6
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹9,354
31 Mar 17₹10,723
31 Mar 18₹12,667
31 Mar 19₹14,508
31 Mar 20₹13,333

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 ₹340,450.
Net Profit of ₹40,450
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 1 Apr 20

DurationReturns
1 Month -20.8%
3 Month -21.7%
6 Month -18.9%
1 Year -11.7%
3 Year 6.2%
5 Year 5%
10 Year
15 Year
Since launch 9.4%
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 163.1 Yr.

Data below for Axis Bluechip Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services39.8%
Consumer Defensive14.57%
Technology8.51%
Basic Materials7.06%
Consumer Cyclical3.77%
Communication Services2.83%
Energy2.3%
Health Care1.3%
Industrials0.31%
Asset Allocation
Asset ClassValue
Cash18.33%
Equity81.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
19%₹2,205 Cr
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
8%₹949 Cr2,126,111
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
8%₹924 Cr18,580,000
↑ 1,930,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
7%₹859 Cr5,300,000
↑ 50,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
7%₹834 Cr3,589,000
↑ 469,001
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
7%₹824 Cr7,000,000
↓ -1,300,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
5%₹615 Cr8,400,010
↑ 400,010
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC
5%₹573 Cr2,633,825
↓ -66,175
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Aug 16 | 500820
4%₹482 Cr2,680,000
↑ 62,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 500696
4%₹463 Cr2,130,000
↑ 240,000

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 11.2% 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 (01 Apr 20) ₹20.68 ↓ -0.33   (-1.55 %)
Net Assets (Cr) ₹2,795 on 29 Feb 20
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.48
Sharpe Ratio 0.62
Information Ratio 0.42
Alpha Ratio 4.13
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 Mar 15₹10,000
31 Mar 16₹10,308
31 Mar 17₹11,974
31 Mar 18₹13,691
31 Mar 19₹15,268
31 Mar 20₹12,866

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 ₹340,450.
Net Profit of ₹40,450
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 1 Apr 20

DurationReturns
1 Month -20.9%
3 Month -22.7%
6 Month -18.3%
1 Year -17%
3 Year 1.9%
5 Year 4.7%
10 Year
15 Year
Since launch 11.2%
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 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services35.69%
Consumer Cyclical22.05%
Communication Services13.62%
Technology8.82%
Health Care6.39%
Consumer Defensive4.97%
Basic Materials0.98%
Asset Allocation
Asset ClassValue
Cash7.48%
Equity92.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK
10%₹269 Cr2,285,909
↑ 185,000
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 500490
9%₹264 Cr780,285
↑ 12,837
Alphabet Inc Class C (Communication Services)
Equity, Since 31 Oct 15 | GOOG
9%₹249 Cr26,213
↑ 677
Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN
7%₹187 Cr13,783
↑ 2,190
Treps 02-Mar-2020
CBLO/Reverse Repo | -
6%₹163 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK
6%₹156 Cr3,138,968
↑ 340,000
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO
5%₹153 Cr743,457
↑ 165,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532215
5%₹148 Cr2,120,774
↑ 200,000
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 14 | PERSISTENT
5%₹143 Cr2,047,052
↑ 131,487
Facebook Inc A (Communication Services)
Equity, Since 31 Jul 17 | FB
5%₹131 Cr95,849
↑ 4,716

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 15.5% 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 (01 Apr 20) ₹108.92 ↓ -3.53   (-3.14 %)
Net Assets (Cr) ₹1,772 on 29 Feb 20
Category Equity - Multi Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio 0.83
Information Ratio 1.15
Alpha Ratio 8.59
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 Mar 15₹10,000
31 Mar 16₹8,784
31 Mar 17₹10,677
31 Mar 18₹12,160
31 Mar 19₹13,769
31 Mar 20₹11,470

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 ₹315,615.
Net Profit of ₹15,615
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 1 Apr 20

DurationReturns
1 Month -23.6%
3 Month -23.1%
6 Month -18.5%
1 Year -19.4%
3 Year 1.3%
5 Year 1.9%
10 Year
15 Year
Since launch 15.5%
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 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services36.01%
Industrials9.39%
Health Care8.7%
Technology8.65%
Consumer Defensive7.95%
Basic Materials7.12%
Consumer Cyclical6.44%
Energy6.06%
Communication Services1.9%
Utility1.25%
Asset Allocation
Asset ClassValue
Cash6.53%
Equity93.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
9%₹152 Cr1,287,340
↑ 60,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
6%₹114 Cr2,295,550
↑ 115,000
Treps
CBLO/Reverse Repo | -
6%₹110 Cr
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
5%₹87 Cr654,900
↑ 75,200
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
5%₹82 Cr1,117,188
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KOTAKBANK
4%₹68 Cr421,550
↑ 10,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFC
4%₹68 Cr310,400
↑ 25,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
4%₹67 Cr149,000
↑ 7,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 500696
3%₹60 Cr275,400
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹52 Cr751,100
↑ 65,000

4. JM Large Cap Fund

(Erstwhile JM Equity Fund)

The scheme seeks to provide optimum capital growth and appreciation.

JM Large Cap Fund is a Equity - Large Cap fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.4% since its launch.  Ranked 73 in Large Cap category.  Return for 2019 was 4.9% , 2018 was 0.8% and 2017 was 20.9% .

Below is the key information for JM Large Cap Fund

JM Large Cap Fund
Growth
Launch Date 1 Apr 95
NAV (01 Apr 20) ₹59.0991 ↓ -1.01   (-1.68 %)
Net Assets (Cr) ₹3,154 on 29 Feb 20
Category Equity - Large Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.01
Sharpe Ratio -0.06
Information Ratio -0.89
Alpha Ratio -2.37
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹9,069
31 Mar 17₹10,366
31 Mar 18₹11,129
31 Mar 19₹11,782
31 Mar 20₹10,671

JM 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 ₹307,716.
Net Profit of ₹7,716
Invest Now

Returns for JM 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 1 Apr 20

DurationReturns
1 Month -10.9%
3 Month -13.4%
6 Month -10.8%
1 Year -11.1%
3 Year 0.4%
5 Year 0.7%
10 Year
15 Year
Since launch 7.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 4.9%
2018 0.8%
2017 20.9%
2016 1.8%
2015 -1.3%
2014 45.5%
2013 1.7%
2012 29.5%
2011 -31%
2010 12.9%
Fund Manager information for JM Large Cap Fund
NameSinceTenure
Asit Bhandarkar5 Oct 172.15 Yr.
Chaitanya Choksi1 Aug 145.33 Yr.

Data below for JM Large Cap Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services33.9%
Consumer Defensive8.52%
Technology8.39%
Consumer Cyclical6.82%
Basic Materials6.75%
Energy4.7%
Industrials3.62%
Health Care3.32%
Communication Services2.37%
Utility1.3%
Real Estate0.78%
Asset Allocation
Asset ClassValue
Cash19.52%
Equity80.48%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
Net Current Assets | -
7%₹210 Cr00
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK
6%₹191 Cr1,623,150
↑ 10,960
Axis Bank Ltd
Net Current Assets | -
6%₹183 Cr
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
5%₹173 Cr2,477,766
↑ 55,935
State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN
5%₹155 Cr5,120,763
↑ 1,544,590
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 15 | ITC
4%₹130 Cr6,605,242
↑ 1,958,485
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK
4%₹123 Cr2,478,625
↑ 76,513
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 12 | HDFC
4%₹121 Cr557,147
↓ -361,245
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE
4%₹120 Cr902,495
↓ -955,463
Tech Mahindra Ltd (Technology)
Equity, Since 31 Dec 16 | 532755
3%₹107 Cr1,441,373
↑ 468,000

5. 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 7.9% 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 (01 Apr 20) ₹26.22 ↓ -0.80   (-2.96 %)
Net Assets (Cr) ₹2,498 on 29 Feb 20
Category Equity - Large & Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.16
Sharpe Ratio 0.59
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹9,185
31 Mar 17₹11,147
31 Mar 18₹13,343
31 Mar 19₹14,481
31 Mar 20₹11,348

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 ₹315,615.
Net Profit of ₹15,615
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 1 Apr 20

DurationReturns
1 Month -26%
3 Month -27.7%
6 Month -23.7%
1 Year -24.2%
3 Year -0.4%
5 Year 1.8%
10 Year
15 Year
Since launch 7.9%
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 145.53 Yr.
Taher Badshah10 Jan 172.97 Yr.

Data below for Invesco India Growth Opportunities Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services34.96%
Consumer Cyclical10.53%
Technology9.13%
Health Care7.85%
Industrials7.71%
Consumer Defensive7.22%
Energy6.31%
Basic Materials4.24%
Utility4.22%
Communication Services2.02%
Real Estate1.5%
Asset Allocation
Asset ClassValue
Cash4.31%
Equity95.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
7%₹182 Cr1,544,620
↑ 189,847
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
6%₹158 Cr1,186,849
↑ 134,055
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
5%₹127 Cr2,555,532
↑ 106,932
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 19 | HDFC
5%₹126 Cr581,066
↑ 81,821
Triparty Repo
CBLO/Reverse Repo | -
5%₹122 Cr
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 13 | TCS
3%₹83 Cr412,594
↑ 25,837
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KOTAKBANK
3%₹77 Cr477,338
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Jun 19 | 500696
3%₹72 Cr331,066
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 28 Feb 18 | APOLLOHOSP
3%₹67 Cr383,839
Net Receivables / (Payables)
Net Current Assets | -
3%-₹64 Cr

6. 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 11.4% 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 (01 Apr 20) ₹112.979 ↓ -3.15   (-2.71 %)
Net Assets (Cr) ₹10,499 on 29 Feb 20
Category Equity - Multi Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio 0.84
Information Ratio 0.74
Alpha Ratio 8.59
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 Mar 15₹10,000
31 Mar 16₹9,386
31 Mar 17₹11,134
31 Mar 18₹12,483
31 Mar 19₹13,994
31 Mar 20₹11,281

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 ₹315,615.
Net Profit of ₹15,615
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 1 Apr 20

DurationReturns
1 Month -26.1%
3 Month -25.8%
6 Month -19.6%
1 Year -21.7%
3 Year -0.5%
5 Year 1.6%
10 Year
15 Year
Since launch 11.4%
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 163.97 Yr.

Data below for UTI Equity Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services30.59%
Consumer Cyclical15.34%
Health Care13.46%
Technology11.71%
Basic Materials7.66%
Industrials7.35%
Consumer Defensive6.04%
Communication Services5.19%
Asset Allocation
Asset ClassValue
Cash2.67%
Equity97.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 17 | 500034
8%₹799 Cr1,788,370
↓ -37,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 07 | HDFCBANK
6%₹607 Cr5,157,392
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
4%₹449 Cr2,768,286
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 15 | HDFC
4%₹448 Cr2,059,088
↑ 38,000
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Aug 18 | 540005
4%₹391 Cr2,049,017
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | 540611
3%₹364 Cr3,129,559
Infosys Ltd (Technology)
Equity, Since 31 May 07 | INFY
3%₹341 Cr4,656,774
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 16 | NAUKRI
3%₹329 Cr1,268,296
↓ -84,909
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Dec 06 | TCS
3%₹323 Cr1,616,194
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Sep 07 | 500387
3%₹302 Cr133,096

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 13.7% 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 (01 Apr 20) ₹73.09 ↓ -2.65   (-3.50 %)
Net Assets (Cr) ₹793 on 29 Feb 20
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.46
Sharpe Ratio 1.04
Information Ratio 0.1
Alpha Ratio 9.9
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 Mar 15₹10,000
31 Mar 16₹9,142
31 Mar 17₹10,667
31 Mar 18₹11,667
31 Mar 19₹12,588
31 Mar 20₹10,885

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 ₹307,716.
Net Profit of ₹7,716
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 1 Apr 20

DurationReturns
1 Month -22.2%
3 Month -24.9%
6 Month -22%
1 Year -16.8%
3 Year -0.5%
5 Year 0.8%
10 Year
15 Year
Since launch 13.7%
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 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services42.23%
Consumer Defensive10.22%
Technology9.79%
Energy8.65%
Basic Materials7.32%
Consumer Cyclical7.22%
Communication Services4.29%
Industrials3.89%
Health Care1.48%
Asset Allocation
Asset ClassValue
Cash4.9%
Equity95.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
9%₹73 Cr620,000
↑ 20,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
8%₹65 Cr1,300,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
6%₹47 Cr355,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
6%₹45 Cr619,000
Treps
CBLO/Reverse Repo | -
5%₹37 Cr
Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 08 | BHARTIARTL
4%₹34 Cr650,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK
4%₹34 Cr210,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 18 | 500034
4%₹32 Cr72,600
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
4%₹31 Cr450,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 13 | ULTRACEMCO
4%₹31 Cr72,500

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 9.4% since its launch.  Ranked 42 in Multi Cap category.  Return for 2019 was 17% , 2018 was -7.5% and 2017 was 40% .

Below is the key information for DSP BlackRock Equity Fund

DSP BlackRock Equity Fund
Growth
Launch Date 7 Jun 07
NAV (01 Apr 20) ₹31.631 ↓ -0.80   (-2.45 %)
Net Assets (Cr) ₹3,523 on 29 Feb 20
Category Equity - Multi Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.21
Sharpe Ratio 1.27
Information Ratio 0.68
Alpha Ratio 15.18
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
31 Mar 15₹10,000
31 Mar 16₹9,115
31 Mar 17₹11,548
31 Mar 18₹12,988
31 Mar 19₹13,888
31 Mar 20₹11,512

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 ₹323,701.
Net Profit of ₹23,701
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 1 Apr 20

DurationReturns
1 Month -27.1%
3 Month -26.1%
6 Month -22.6%
1 Year -19.2%
3 Year -0.9%
5 Year 2.1%
10 Year
15 Year
Since launch 9.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 17%
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%
Fund Manager information for DSP BlackRock Equity Fund
NameSinceTenure
Atul Bhole1 Jun 163.75 Yr.

Data below for DSP BlackRock Equity Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services38.39%
Basic Materials17.11%
Consumer Cyclical9.01%
Health Care8.48%
Consumer Defensive8.1%
Industrials7.39%
Technology3.7%
Communication Services2.94%
Real Estate2.03%
Energy0.99%
Asset Allocation
Asset ClassValue
Cash1.85%
Equity98.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
10%₹338 Cr756,844
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
7%₹255 Cr2,166,295
↑ 59,240
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | ICICIBANK
7%₹250 Cr5,030,373
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 17 | ULTRACEMCO
4%₹134 Cr316,964
↑ 31,533
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
4%₹130 Cr803,929
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Jun 16 | 500820
4%₹124 Cr688,085
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | 500696
3%₹123 Cr564,494
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 18 | 540376
3%₹119 Cr513,255
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Dec 17 | ALKEM
3%₹118 Cr447,722
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
3%₹112 Cr1,604,219

9. 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 15.6% 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 (01 Apr 20) ₹41.097 ↓ -1.16   (-2.75 %)
Net Assets (Cr) ₹9,614 on 29 Feb 20
Category Equity - Large & Mid Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2
Sharpe Ratio 0.8
Information Ratio 1.08
Alpha Ratio 7.92
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 Mar 15₹10,000
31 Mar 16₹10,180
31 Mar 17₹14,550
31 Mar 18₹16,250
31 Mar 19₹18,243
31 Mar 20₹14,451

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 ₹357,992.
Net Profit of ₹57,992
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 1 Apr 20

DurationReturns
1 Month -26.3%
3 Month -28.9%
6 Month -21.8%
1 Year -23.1%
3 Year -1.2%
5 Year 6.7%
10 Year
15 Year
Since launch 15.6%
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 109.49 Yr.
Ankit Jain31 Jan 190.92 Yr.

Data below for Mirae Asset Emerging Bluechip Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services34.06%
Industrials11.11%
Consumer Cyclical10.78%
Health Care10.56%
Basic Materials7.9%
Consumer Defensive7.46%
Technology6.95%
Energy6.86%
Utility3.82%
Communication Services0.08%
Asset Allocation
Asset ClassValue
Cash0.41%
Equity99.59%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK
7%₹661 Cr5,614,181
↑ 53,000
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK
5%₹525 Cr10,559,341
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
5%₹458 Cr3,446,696
↑ 582,500
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
5%₹437 Cr6,265,588
↑ 938,572
State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN
4%₹407 Cr13,430,277
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 19 | LT
3%₹321 Cr2,706,382
↑ 165,000
Voltas Ltd (Industrials)
Equity, Since 31 Dec 14 | VOLTAS
3%₹292 Cr4,303,447
↓ -50,000
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 18 | 500271
3%₹262 Cr4,538,219
↓ -200,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
3%₹241 Cr3,297,720
↓ -100,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 19 | TCS
2%₹228 Cr1,139,005

10. Edelweiss Large and Mid Cap Fund 

(Erstwhile Edelweiss Equity Opportunities Fund)

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly Large Cap and Mid Cap equity and equity-related securities. However, there is no assurance that the investment objective of the scheme will be realised.

Edelweiss Large and Mid Cap Fund  is a Equity - Large & Mid Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.2% since its launch.  Ranked 17 in Large & Mid Cap category.  Return for 2019 was 11.1% , 2018 was -3.3% and 2017 was 38.1% .

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

Edelweiss Large and Mid Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (01 Apr 20) ₹24.231 ↓ -0.69   (-2.77 %)
Net Assets (Cr) ₹504 on 29 Feb 20
Category Equity - Large & Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.59
Sharpe Ratio 0.63
Information Ratio 0.65
Alpha Ratio 5.75
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 Mar 15₹10,000
31 Mar 16₹9,339
31 Mar 17₹11,004
31 Mar 18₹12,959
31 Mar 19₹13,596
31 Mar 20₹10,817

Edelweiss 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 ₹307,716.
Net Profit of ₹7,716
Invest Now

Returns for Edelweiss 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 1 Apr 20

DurationReturns
1 Month -25.2%
3 Month -26.7%
6 Month -22.3%
1 Year -22.7%
3 Year -1.5%
5 Year 0.8%
10 Year
15 Year
Since launch 7.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 11.1%
2018 -3.3%
2017 38.1%
2016 0.5%
2015 2.7%
2014 44.7%
2013 5.3%
2012 26.7%
2011 -22.6%
2010 26.4%
Fund Manager information for Edelweiss Large and Mid Cap Fund 
NameSinceTenure
Harshad Patwardhan14 Jun 0712.47 Yr.

Data below for Edelweiss Large and Mid Cap Fund  as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services28.75%
Industrials14.83%
Consumer Cyclical8.45%
Health Care7.97%
Basic Materials7.73%
Technology7.1%
Real Estate4.6%
Utility3.78%
Communication Services3.69%
Energy2.88%
Consumer Defensive2.61%
Asset Allocation
Asset ClassValue
Cash7.45%
Equity92.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 09 | ICICIBANK
6%₹31 Cr628,939
↓ -25,500
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 07 | HDFCBANK
6%₹30 Cr252,126
↓ -10,850
Net Receivables/(Payables)
CBLO/Reverse Repo | -
4%₹23 Cr
Infosys Ltd (Technology)
Equity, Since 31 Aug 12 | INFY
3%₹16 Cr213,784
Clearing Corporation Of India Ltd.
CBLO | -
3%₹15 Cr
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 15 | RELIANCE
3%₹15 Cr109,232
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
3%₹13 Cr192,488
↓ -17,725
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
3%₹13 Cr252,808
↓ -24,760
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT
3%₹13 Cr107,180
Phoenix Mills Ltd (Real Estate)
Equity, Since 28 Feb 19 | 503100
2%₹12 Cr135,461

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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