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Fincash » Mutual Funds » Best SIP Plans for 3 Year

Best SIP Plans for 3 Year Investment 2021

Updated on April 7, 2021 , 27066 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 (%)
Parag Parikh Long Term Equity Fund Growth ₹39.6809
↑ 0.26
₹7,45211.124.774.920.21932.3
UTI Equity Fund Growth ₹217.084
↓ -0.18
₹15,7464.233.376.617.61831.5
Mirae Asset Emerging Bluechip Fund Growth ₹79.538
↓ -0.21
₹15,785832.976.717.121.822.4
PGIM India Diversified Equity Fund Growth ₹21.13
₹6767.334.689171835.9
Canara Robeco Bluechip Equity Fund Growth ₹35.53
↓ -0.07
₹1,8193.524.355.516.21723.1
Axis Bluechip Fund Growth ₹39.17
↓ -0.11
₹23,496021.544.515.116.919.7
Canara Robeco Equity Diversified Growth ₹185.79
↓ -0.35
₹3,4704.123.556.114.81722.2
DSP BlackRock Equity Fund Growth ₹55.568
↓ -0.16
₹4,8735.332.760.913.417.118.7
Kotak Equity Opportunities Fund Growth ₹166.591
↓ -0.43
₹5,1776.929.668.513.116.716.5
Kotak Bluechip Fund Growth ₹316.949
↓ -0.29
₹2,2074.424.764.812.914.316.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 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. 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 19.1% 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 (09 Apr 21) ₹39.6809 ↑ 0.26   (0.65 %)
Net Assets (Cr) ₹7,452 on 28 Feb 21
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio 1.22
Information Ratio 0.55
Alpha Ratio 10.86
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 16₹10,000
31 Mar 17₹11,617
31 Mar 18₹13,282
31 Mar 19₹14,812
31 Mar 20₹12,482
31 Mar 21₹22,582

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 ₹493,520.
Net Profit of ₹193,520
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 9 Apr 21

DurationReturns
1 Month 6.5%
3 Month 11.1%
6 Month 24.7%
1 Year 74.9%
3 Year 20.2%
5 Year 19%
10 Year
15 Year
Since launch 19.1%
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 165.18 Yr.
Rajeev Thakkar24 May 137.86 Yr.
Raunak Onkar24 May 137.86 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services30.66%
Technology20.88%
Consumer Cyclical14.82%
Communication Services14.36%
Consumer Defensive8.98%
Health Care5.09%
Asset Allocation
Asset ClassValue
Cash5.21%
Equity94.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Alphabet Inc Class C (Communication Services)
Equity, Since 31 Oct 15 | GOOG
10%₹721 Cr48,283
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
8%₹598 Cr29,359,551
↑ 2,600,000
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 500490
8%₹581 Cr1,600,879
↑ 125,079
Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSFT
7%₹522 Cr310,260
Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Jul 20 | 540750
6%₹432 Cr14,735,528
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 14 | PERSISTENT
5%₹396 Cr2,389,036
↓ -8,486
Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN
5%₹380 Cr16,923
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Mar 20 | MCX
5%₹377 Cr2,492,885
↑ 429,354
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO
5%₹372 Cr1,153,871
↑ 206,664
Facebook Inc A (Communication Services)
Equity, Since 31 Jul 17 | FB
5%₹350 Cr186,919
↑ 18,390

2. 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 13.5% 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 (09 Apr 21) ₹217.084 ↓ -0.18   (-0.08 %)
Net Assets (Cr) ₹15,746 on 28 Feb 21
Category Equity - Multi Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio 0.95
Information Ratio 1.21
Alpha Ratio 1.95
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 16₹10,000
31 Mar 17₹11,862
31 Mar 18₹13,299
31 Mar 19₹14,909
31 Mar 20₹12,018
31 Mar 21₹21,986

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 ₹470,047.
Net Profit of ₹170,047
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 9 Apr 21

DurationReturns
1 Month 1.7%
3 Month 4.2%
6 Month 33.3%
1 Year 76.6%
3 Year 17.6%
5 Year 18%
10 Year
15 Year
Since launch 13.5%
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 165.22 Yr.

Data below for UTI Equity Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services26.34%
Consumer Cyclical16.62%
Health Care13.69%
Technology13.47%
Industrials9.35%
Basic Materials6.42%
Communication Services6.39%
Consumer Defensive5.79%
Asset Allocation
Asset ClassValue
Cash1.93%
Equity98.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 17 | 500034
6%₹964 Cr1,830,170
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 07 | HDFCBANK
6%₹959 Cr6,250,392
↑ 20,000
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Aug 18 | 540005
4%₹686 Cr1,906,100
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 15 | HDFC
4%₹643 Cr2,531,377
↑ 16,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
4%₹620 Cr3,483,286
↑ 45,000
Astral Poly Technik Ltd (Industrials)
Equity, Since 31 Mar 16 | ASTRAL
4%₹613 Cr2,881,866
↓ -30,000
Infosys Ltd (Technology)
Equity, Since 31 May 07 | INFY
4%₹609 Cr4,856,774
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | 540611
3%₹500 Cr4,434,329
↑ 82,268
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 16 | NAUKRI
3%₹474 Cr964,796
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Dec 06 | TCS
3%₹470 Cr1,623,438

3. 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 21.3% 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 (09 Apr 21) ₹79.538 ↓ -0.21   (-0.27 %)
Net Assets (Cr) ₹15,785 on 28 Feb 21
Category Equity - Large & Mid Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.61
Sharpe Ratio 1.01
Information Ratio 1.45
Alpha Ratio 2.53
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
31 Mar 16₹10,000
31 Mar 17₹14,293
31 Mar 18₹15,963
31 Mar 19₹17,920
31 Mar 20₹14,196
31 Mar 21₹26,385

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 ₹518,033.
Net Profit of ₹218,033
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 9 Apr 21

DurationReturns
1 Month -0.4%
3 Month 8%
6 Month 32.9%
1 Year 76.7%
3 Year 17.1%
5 Year 21.8%
10 Year
15 Year
Since launch 21.3%
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 1010.73 Yr.
Ankit Jain31 Jan 192.16 Yr.

Data below for Mirae Asset Emerging Bluechip Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services33.2%
Consumer Cyclical11.24%
Technology10.32%
Basic Materials9.75%
Health Care9.26%
Industrials8.66%
Consumer Defensive6.05%
Energy4.72%
Communication Services2.95%
Utility2.18%
Asset Allocation
Asset ClassValue
Cash0.15%
Equity99.85%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK
7%₹1,107 Cr7,214,044
↓ -292,500
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK
7%₹1,036 Cr17,324,841
↓ -200,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
5%₹792 Cr6,317,584
↑ 470,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
5%₹744 Cr10,270,088
↓ -895,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN
4%₹564 Cr14,460,277
↓ -350,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
3%₹465 Cr8,364,000
↓ -605,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 19 | TCS
3%₹460 Cr1,590,005
↑ 205,000
Voltas Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Dec 14 | VOLTAS
3%₹428 Cr4,207,977
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 18 | MARUTI
2%₹372 Cr541,650
↑ 143,000
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 30 Apr 18 | RELIANCE
2%₹369 Cr1,769,196
↓ -70,000

4. 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 13% 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 (09 Apr 21) ₹21.13
Net Assets (Cr) ₹676 on 28 Feb 21
Category Equity - Multi Cap
AMC Pramerica Asset Managers Private Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.41
Sharpe Ratio 1.23
Information Ratio 0.73
Alpha Ratio 11.92
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
31 Mar 16₹10,000
31 Mar 17₹12,444
31 Mar 18₹13,556
31 Mar 19₹14,159
31 Mar 20₹11,026
31 Mar 21₹21,556

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 ₹470,047.
Net Profit of ₹170,047
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 9 Apr 21

DurationReturns
1 Month 2.9%
3 Month 7.3%
6 Month 34.6%
1 Year 89%
3 Year 17%
5 Year 18%
10 Year
15 Year
Since launch 13%
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 182.99 Yr.

Data below for PGIM India Diversified Equity Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services28.59%
Basic Materials16.16%
Industrials13.6%
Technology11.71%
Consumer Cyclical9.28%
Health Care6.6%
Communication Services2.88%
Energy2.33%
Real Estate1.86%
Asset Allocation
Asset ClassValue
Cash5.58%
Equity94.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY
6%₹38 Cr300,000
↑ 25,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
5%₹33 Cr560,000
↑ 60,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 20 | HDFCBANK
4%₹27 Cr175,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | 532215
4%₹25 Cr346,535
↑ 90,000
Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | 511196
4%₹24 Cr500,000
↑ 200,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN
3%₹23 Cr600,000
↑ 100,000
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Sep 20 | FEDERALBNK
3%₹23 Cr2,694,290
↑ 500,000
Praj Industries Ltd (Industrials)
Equity, Since 30 Sep 20 | 522205
3%₹21 Cr1,250,000
↑ 750,000
Coforge Ltd Shs Dematerialised (Technology)
Equity, Since 30 Jun 20 | 532541
3%₹20 Cr78,311
↑ 23,311
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL
3%₹19 Cr350,000

5. 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 12.7% 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 (09 Apr 21) ₹35.53 ↓ -0.07   (-0.20 %)
Net Assets (Cr) ₹1,819 on 28 Feb 21
Category Equity - Large Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.56
Sharpe Ratio 0.89
Information Ratio 0.77
Alpha Ratio 0.15
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 16₹10,000
31 Mar 17₹11,984
31 Mar 18₹13,315
31 Mar 19₹14,967
31 Mar 20₹13,001
31 Mar 21₹21,270

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 ₹458,689.
Net Profit of ₹158,689
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 9 Apr 21

DurationReturns
1 Month -0.9%
3 Month 3.5%
6 Month 24.3%
1 Year 55.5%
3 Year 16.2%
5 Year 17%
10 Year
15 Year
Since launch 12.7%
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
Shridatta Bhandwaldar12 Jul 164.72 Yr.
Sanjay Bembalkar1 Oct 191.5 Yr.

Data below for Canara Robeco Bluechip Equity Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services34.19%
Technology16.69%
Basic Materials8.95%
Consumer Cyclical8.5%
Consumer Defensive7.43%
Industrials5.57%
Health Care5.42%
Energy5.18%
Utility2.19%
Communication Services1.88%
Asset Allocation
Asset ClassValue
Cash4%
Equity96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK
8%₹175 Cr1,169,700
↑ 155,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY
8%₹165 Cr1,209,142
↑ 215,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
7%₹148 Cr2,535,600
↑ 375,000
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 28 Feb 17 | RELIANCE
5%₹112 Cr557,250
↑ 85,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
5%₹100 Cr313,461
↑ 108,500
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFC
4%₹93 Cr370,450
↑ 75,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
3%₹72 Cr139,934
↑ 14,500
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Jun 16 | LT
3%₹70 Cr495,685
↓ -5,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹68 Cr1,875,000
↓ -250,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹67 Cr954,200
↑ 150,000

6. 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 12.9% since its launch.  Ranked 58 in Large Cap category.  Return for 2020 was 19.7% , 2019 was 18.6% and 2018 was 6.5% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (09 Apr 21) ₹39.17 ↓ -0.11   (-0.28 %)
Net Assets (Cr) ₹23,496 on 28 Feb 21
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 0.68
Information Ratio 0.32
Alpha Ratio -4.43
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 16₹10,000
31 Mar 17₹11,464
31 Mar 18₹13,542
31 Mar 19₹15,510
31 Mar 20₹14,254
31 Mar 21₹21,223

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 ₹458,689.
Net Profit of ₹158,689
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 9 Apr 21

DurationReturns
1 Month -1.5%
3 Month 0%
6 Month 21.5%
1 Year 44.5%
3 Year 15.1%
5 Year 16.9%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 19.7%
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%
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 164.35 Yr.
Hitesh Das2 Nov 200.41 Yr.

Data below for Axis Bluechip Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services40.5%
Technology16.22%
Consumer Defensive11.33%
Basic Materials7.48%
Consumer Cyclical6.25%
Health Care5.97%
Energy4.97%
Communication Services2.11%
Industrials0.28%
Asset Allocation
Asset ClassValue
Cash4.16%
Equity95.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
10%₹2,365 Cr15,410,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
9%₹2,185 Cr4,150,000
↑ 70,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
9%₹2,052 Cr16,370,000
↑ 100,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
7%₹1,602 Cr9,000,000
↑ 513,200
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
7%₹1,560 Cr26,100,000
↑ 480,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
6%₹1,380 Cr4,609,433
↑ 159,433
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
6%₹1,372 Cr4,740,000
↓ -55,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC
6%₹1,323 Cr5,210,000
↑ 110,000
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 28 Feb 18 | RELIANCE
5%₹1,168 Cr5,600,000
↓ -400,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 500696
3%₹588 Cr2,760,000
↓ -225,000

7. 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 18.1% 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 (09 Apr 21) ₹185.79 ↓ -0.35   (-0.19 %)
Net Assets (Cr) ₹3,470 on 28 Feb 21
Category Equity - Multi Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio 0.82
Information Ratio 0.53
Alpha Ratio -3.04
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 16₹10,000
31 Mar 17₹12,155
31 Mar 18₹13,843
31 Mar 19₹15,675
31 Mar 20₹13,057
31 Mar 21₹21,321

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 ₹470,047.
Net Profit of ₹170,047
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 9 Apr 21

DurationReturns
1 Month -0.6%
3 Month 4.1%
6 Month 23.5%
1 Year 56.1%
3 Year 14.8%
5 Year 17%
10 Year
15 Year
Since launch 18.1%
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 164.72 Yr.
Miyush Gandhi1 Oct 191.5 Yr.

Data below for Canara Robeco Equity Diversified as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services33.5%
Technology12.87%
Basic Materials10.93%
Consumer Cyclical10.33%
Industrials9.76%
Health Care5.59%
Consumer Defensive5.55%
Energy3.46%
Utility2.34%
Communication Services1.08%
Asset Allocation
Asset ClassValue
Cash4.6%
Equity95.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
7%₹253 Cr1,692,340
↑ 90,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
7%₹244 Cr1,782,188
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
6%₹240 Cr4,115,550
↑ 100,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
4%₹130 Cr409,428
↑ 67,500
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Mar 17 | RELIANCE
3%₹129 Cr642,400
↑ 10,000
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Jun 16 | LT
3%₹123 Cr865,657
↓ -25,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
3%₹121 Cr234,535
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹117 Cr1,678,600
↑ 300,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN
3%₹117 Cr3,200,000
↓ -700,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFC
3%₹104 Cr415,900

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 13.2% 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 (09 Apr 21) ₹55.568 ↓ -0.16   (-0.29 %)
Net Assets (Cr) ₹4,873 on 28 Feb 21
Category Equity - Multi Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio 0.7
Information Ratio 0.31
Alpha Ratio -6.68
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 16₹10,000
31 Mar 17₹12,669
31 Mar 18₹14,250
31 Mar 19₹15,237
31 Mar 20₹12,631
31 Mar 21₹21,409

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 9 Apr 21

DurationReturns
1 Month -0.6%
3 Month 5.3%
6 Month 32.7%
1 Year 60.9%
3 Year 13.4%
5 Year 17.1%
10 Year
15 Year
Since launch 13.2%
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 164.83 Yr.
Abhishek Ghosh1 Jan 210.24 Yr.

Data below for DSP BlackRock Equity Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services36.07%
Basic Materials12.85%
Consumer Cyclical10.88%
Technology10.31%
Industrials8.07%
Consumer Defensive5.5%
Health Care5.42%
Utility3.69%
Communication Services2.33%
Energy1.65%
Real Estate1.45%
Asset Allocation
Asset ClassValue
Cash1.78%
Equity98.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | ICICIBANK
8%₹374 Cr6,263,028
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
7%₹330 Cr2,150,269
Infosys Ltd (Technology)
Equity, Since 30 Jun 20 | INFY
4%₹192 Cr1,532,258
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 17 | ULTRACEMCO
3%₹167 Cr272,899
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
3%₹150 Cr285,698
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 18 | 540376
3%₹144 Cr481,457
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
3%₹128 Cr1,761,946
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Aug 19 | 500124
2%₹115 Cr259,790
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
2%₹114 Cr2,042,743
↓ -627,532
Gujarat Gas Ltd (Utilities)
Equity, Since 30 Jun 20 | 539336
2%₹111 Cr2,249,333

9. Kotak Equity Opportunities Fund

(Erstwhile Kotak Opportunities Scheme)

To generate capital appreciation from a diversified portfolio of equity and equity related securities. However, there is no assurance that the objective of the scheme will be realized.

Kotak Equity Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 9 Sep 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.5% since its launch.  Ranked 2 in Large & Mid Cap category.  Return for 2020 was 16.5% , 2019 was 13.2% and 2018 was -5.6% .

Below is the key information for Kotak Equity Opportunities Fund

Kotak Equity Opportunities Fund
Growth
Launch Date 9 Sep 04
NAV (09 Apr 21) ₹166.591 ↓ -0.43   (-0.26 %)
Net Assets (Cr) ₹5,177 on 28 Feb 21
Category Equity - Large & Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio 0.8
Information Ratio 0.05
Alpha Ratio -2.42
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 16₹10,000
31 Mar 17₹13,062
31 Mar 18₹14,270
31 Mar 19₹15,479
31 Mar 20₹12,209
31 Mar 21₹20,932

Kotak Equity 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 ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Kotak Equity 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 9 Apr 21

DurationReturns
1 Month 1%
3 Month 6.9%
6 Month 29.6%
1 Year 68.5%
3 Year 13.1%
5 Year 16.7%
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
2020 16.5%
2019 13.2%
2018 -5.6%
2017 34.9%
2016 9.6%
2015 3.3%
2014 49.9%
2013 4.2%
2012 30.1%
2011 -22.8%
Fund Manager information for Kotak Equity Opportunities Fund
NameSinceTenure
Harsha Upadhyaya4 Aug 128.66 Yr.

Data below for Kotak Equity Opportunities Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services22.5%
Basic Materials19.82%
Industrials15.85%
Consumer Cyclical9.5%
Technology9.24%
Health Care7.51%
Energy5.55%
Utility4.04%
Communication Services2.26%
Consumer Defensive2.2%
Asset Allocation
Asset ClassValue
Cash1.52%
Equity98.47%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK
6%₹317 Cr5,300,000
↑ 1,800,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
5%₹276 Cr2,200,000
↓ -100,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
4%₹207 Cr1,350,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 18 | TCS
4%₹203 Cr700,000
↓ -113,082
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Mar 16 | RELIANCE
4%₹198 Cr950,000
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 28 Feb 18 | 532286
3%₹175 Cr5,200,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
3%₹172 Cr4,400,000
↑ 4,400,000
SRF Ltd (Basic Materials)
Equity, Since 30 Nov 16 | SRF
3%₹169 Cr310,000
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Sep 13 | LT
3%₹159 Cr1,100,000
↑ 150,000
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 16 | 506395
3%₹147 Cr1,900,000
↑ 25,000

10. Kotak Bluechip Fund

(Erstwhile Kotak 50 Fund)

To generate capital appreciation from a portfolio of predominantly equity and equity related securities. The portfolio will generally comprise of equity and equity related instruments of around 50 companies which may go up to 59 companies but will not exceed 59 at any point in time. However, there is no assurance that the objective of the scheme will be realized

Kotak Bluechip Fund is a Equity - Large Cap fund was launched on 29 Dec 98. It is a fund with Moderately High risk and has given a CAGR/Annualized return of since its launch.  Ranked 32 in Large Cap category.  Return for 2020 was 16.4% , 2019 was 14.2% and 2018 was -2.1% .

Below is the key information for Kotak Bluechip Fund

Kotak Bluechip Fund
Growth
Launch Date 29 Dec 98
NAV (09 Apr 21) ₹316.949 ↓ -0.29   (-0.09 %)
Net Assets (Cr) ₹2,207 on 28 Feb 21
Category Equity - Large Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 0.86
Information Ratio -0.35
Alpha Ratio 0.05
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 16₹10,000
31 Mar 17₹11,869
31 Mar 18₹12,960
31 Mar 19₹14,149
31 Mar 20₹11,089
31 Mar 21₹18,969

Kotak 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 ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Kotak 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 9 Apr 21

DurationReturns
1 Month -1.3%
3 Month 4.4%
6 Month 24.7%
1 Year 64.8%
3 Year 12.9%
5 Year 14.3%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2020 16.4%
2019 14.2%
2018 -2.1%
2017 29.2%
2016 2.9%
2015 3.8%
2014 42.5%
2013 4.3%
2012 23.4%
2011 -18.5%
Fund Manager information for Kotak Bluechip Fund
NameSinceTenure
Harish Krishnan1 Jan 147.25 Yr.

Data below for Kotak Bluechip Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services33.27%
Technology14.67%
Energy9.38%
Consumer Defensive8.9%
Consumer Cyclical8.63%
Industrials6.54%
Basic Materials5.84%
Health Care3.95%
Utility2.76%
Communication Services2.27%
Real Estate1.28%
Asset Allocation
Asset ClassValue
Cash1.98%
Equity98.02%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
8%₹181 Cr1,180,000
↑ 20,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹173 Cr2,900,000
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 30 Apr 06 | RELIANCE
8%₹169 Cr810,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY
8%₹166 Cr1,325,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 17 | TCS
5%₹113 Cr390,000
↓ -16,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 500696
4%₹85 Cr400,000
↓ -10,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFC
3%₹66 Cr260,000
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 13 | 532215
3%₹65 Cr900,000
↑ 50,000
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Mar 12 | LT
3%₹61 Cr420,000
↓ -20,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
3%₹59 Cr330,000

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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