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Fincash » Mutual Funds » Best SIP Plans for 3 Year

Best SIP Plans for 3 Year Investment 2020

Updated on October 17, 2020 , 12933 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 (%)
Parag Parikh Long Term Equity Fund Growth ₹31.8698
↓ -0.08
₹4,79811.835.822.712.613.914.4
Axis Bluechip Fund Growth ₹32.04
↑ 0.25
₹17,2707.318.729.410.618.6
UTI Equity Fund Growth ₹161.63
↑ 0.37
₹11,38612.330.312.28.89.211.7
Canara Robeco Bluechip Equity Fund Growth ₹28.45
↑ 0.15
₹7887.922.89.28.810.115.7
Canara Robeco Equity Diversified Growth ₹149.58
↑ 0.58
₹2,4139.523.79.37.89.312.3
Mirae Asset Emerging Bluechip Fund Growth ₹59.687
↑ 0.65
₹11,4661027.810.56.413.514.7
BNP Paribas Large Cap Fund Growth ₹97.21
↑ 0.89
₹8496.3211.75.77.417.2
Kotak Bluechip Fund Growth ₹252.608
↑ 1.61
₹1,6788.928.15.45.57.514.2
Mirae Asset India Equity Fund  Growth ₹53.429
↑ 0.43
₹18,450926.23.55.11012.7
Invesco India Growth Opportunities Fund Growth ₹35.84
↑ 0.23
₹2,9609.423.41.64.8910.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Oct 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. Parag Parikh Long Term Equity Fund

(Erstwhile Parag Parikh Long Term Value Fund)

The investment objective of the scheme is to seek to generate long-term capital growth from an actively managed portfolio primarily of equity and equity related securities.

Parag Parikh Long Term Equity Fund is a Equity - Multi Cap fund was launched on 24 May 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.9% 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 (19 Oct 20) ₹31.8698 ↓ -0.08   (-0.24 %)
Net Assets (Cr) ₹4,798 on 30 Sep 20
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio 0.73
Information Ratio 1.02
Alpha Ratio 19.61
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 15₹10,000
30 Sep 16₹11,466
30 Sep 17₹13,785
30 Sep 18₹15,292
30 Sep 19₹15,923
30 Sep 20₹19,739

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 ₹426,080.
Net Profit of ₹126,080
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 19 Oct 20

DurationReturns
1 Month 1.8%
3 Month 11.8%
6 Month 35.8%
1 Year 22.7%
3 Year 12.6%
5 Year 13.9%
10 Year
15 Year
Since launch 16.9%
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 164.68 Yr.
Rajeev Thakkar24 May 137.36 Yr.
Raunak Onkar24 May 137.36 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Financial Services22.56%
Technology21.26%
Consumer Cyclical20.74%
Communication Services11.87%
Consumer Defensive9.61%
Health Care7.32%
Asset Allocation
Asset ClassValue
Cash6.63%
Equity93.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 14 | PERSISTENT
8%₹397 Cr2,958,527
Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN
7%₹356 Cr15,323
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
7%₹337 Cr19,644,240
↑ 800,005
Alphabet Inc Class C (Communication Services)
Equity, Since 31 Oct 15 | GOOG
7%₹330 Cr30,398
↑ 4,025
Mphasis Ltd (Technology)
Equity, Since 30 Jun 13 | 526299
6%₹271 Cr1,955,578
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO
5%₹252 Cr802,207
Facebook Inc A (Communication Services)
Equity, Since 31 Jul 17 | FB
5%₹240 Cr124,349
Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSFT
5%₹224 Cr146,780
↑ 58,700
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 500490
4%₹215 Cr889,164
Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Jul 20 | 540750
4%₹186 Cr8,955,802
↑ 1,557,560

2. 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 11.4% 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 (19 Oct 20) ₹32.04 ↑ 0.25   (0.79 %)
Net Assets (Cr) ₹17,270 on 30 Sep 20
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio -0.15
Information Ratio 0.37
Alpha Ratio -2.99
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
30 Sep 15₹10,000
30 Sep 16₹10,831
30 Sep 17₹12,637
30 Sep 18₹14,140
30 Sep 19₹16,574
30 Sep 20₹16,361

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 ₹395,578.
Net Profit of ₹95,578
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 19 Oct 20

DurationReturns
1 Month 2.5%
3 Month 7.3%
6 Month 18.7%
1 Year 2%
3 Year 9.4%
5 Year 10.6%
10 Year
15 Year
Since launch 11.4%
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 163.85 Yr.

Data below for Axis Bluechip Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Financial Services30.17%
Technology18.2%
Consumer Defensive13.01%
Health Care10.05%
Energy8.33%
Basic Materials7.03%
Consumer Cyclical5.06%
Communication Services2.94%
Asset Allocation
Asset ClassValue
Cash5.02%
Equity94.98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
10%₹1,694 Cr16,800,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
10%₹1,660 Cr15,390,000
↑ 470,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
8%₹1,439 Cr6,440,000
↑ 320,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
7%₹1,274 Cr3,885,000
↑ 195,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
7%₹1,249 Cr5,010,000
↑ 590,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
6%₹951 Cr7,500,000
↓ -140,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹835 Cr3,790,000
↑ 69,216
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 500696
4%₹740 Cr3,580,000
↑ 174,000
Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Sep 18 | NESTLEIND
4%₹672 Cr422,000
↑ 11,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
3%₹582 Cr16,400,000
↓ -5,935,000

3. UTI Equity Fund

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

UTI Equity Fund is a Equity - Multi Cap fund was launched on 18 May 92. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.6% 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 (19 Oct 20) ₹161.63 ↑ 0.37   (0.23 %)
Net Assets (Cr) ₹11,386 on 30 Sep 20
Category Equity - Multi Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio 0.32
Information Ratio 0.85
Alpha Ratio 8.37
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 15₹10,000
30 Sep 16₹10,932
30 Sep 17₹12,129
30 Sep 18₹13,421
30 Sep 19₹14,140
30 Sep 20₹15,567

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 ₹385,859.
Net Profit of ₹85,859
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 19 Oct 20

DurationReturns
1 Month 2%
3 Month 12.3%
6 Month 30.3%
1 Year 12.2%
3 Year 8.8%
5 Year 9.2%
10 Year
15 Year
Since launch 12.6%
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 164.72 Yr.

Data below for UTI Equity Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Financial Services23.4%
Consumer Cyclical17.77%
Health Care15.38%
Technology14.99%
Industrials7.76%
Basic Materials6.73%
Communication Services6.06%
Consumer Defensive5.94%
Asset Allocation
Asset ClassValue
Cash1.97%
Equity98.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 17 | 500034
6%₹679 Cr2,071,370
↓ -82,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 07 | HDFCBANK
6%₹651 Cr6,037,392
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Aug 18 | 540005
4%₹511 Cr2,008,100
↓ -40,000
Infosys Ltd (Technology)
Equity, Since 31 May 07 | INFY
4%₹487 Cr4,831,774
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
4%₹452 Cr3,565,786
↓ -60,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 15 | HDFC
4%₹434 Cr2,494,088
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Dec 06 | TCS
4%₹429 Cr1,722,194
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 16 | NAUKRI
3%₹365 Cr1,005,296
↓ -18,000
Astral Poly Technik Ltd (Industrials)
Equity, Since 31 Mar 16 | ASTRAL
3%₹342 Cr2,789,866
↓ -5,000
MindTree Ltd (Technology)
Equity, Since 31 Mar 16 | 532819
2%₹280 Cr2,088,677
↑ 294,000

4. 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 10.8% since its launch.  Ranked 52 in Large Cap category.  Return for 2019 was 15.7% , 2018 was 3.4% and 2017 was 31.4% .

Below is the key information for Canara Robeco Bluechip Equity Fund

Canara Robeco Bluechip Equity Fund
Growth
Launch Date 20 Aug 10
NAV (19 Oct 20) ₹28.45 ↑ 0.15   (0.53 %)
Net Assets (Cr) ₹788 on 30 Sep 20
Category Equity - Large Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.56
Sharpe Ratio 0.2
Information Ratio 0.72
Alpha Ratio 5.4
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 15₹10,000
30 Sep 16₹11,060
30 Sep 17₹12,554
30 Sep 18₹13,667
30 Sep 19₹14,979
30 Sep 20₹15,975

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 ₹395,578.
Net Profit of ₹95,578
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 19 Oct 20

DurationReturns
1 Month 2.2%
3 Month 7.9%
6 Month 22.8%
1 Year 9.2%
3 Year 8.8%
5 Year 10.1%
10 Year
15 Year
Since launch 10.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010
Fund Manager information for Canara Robeco Bluechip Equity Fund
NameSinceTenure
Shridatta Bhandwaldar12 Jul 164.22 Yr.
Sanjay Bembalkar1 Oct 191 Yr.

Data below for Canara Robeco Bluechip Equity Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Financial Services27.36%
Technology16.69%
Consumer Defensive10.07%
Energy9.72%
Health Care9.51%
Consumer Cyclical8.26%
Basic Materials5.22%
Industrials3.81%
Communication Services2.46%
Utility2.18%
Asset Allocation
Asset ClassValue
Cash4.72%
Equity95.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE
9%₹69 Cr310,750
↑ 26,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY
8%₹66 Cr649,642
↑ 55,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK
8%₹64 Cr594,700
↑ 65,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
5%₹42 Cr1,185,600
↑ 60,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
5%₹39 Cr156,050
↑ 10,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 500696
4%₹30 Cr144,800
↑ 32,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFC
4%₹28 Cr161,450
↑ 25,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
3%₹24 Cr72,700
↑ 8,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹24 Cr186,750
↑ 32,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 12 | MARUTI
3%₹20 Cr29,400
↑ 6,500

5. Canara Robeco Equity Diversified

To generate capital appreciation by investing in equity and equity related securities. However, there can be no assurance that the investment objective of the scheme will be realized.

Canara Robeco Equity Diversified is a Equity - Multi Cap fund was launched on 16 Sep 03. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.1% 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 (19 Oct 20) ₹149.58 ↑ 0.58   (0.39 %)
Net Assets (Cr) ₹2,413 on 30 Sep 20
Category Equity - Multi Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio 0.22
Information Ratio 0.71
Alpha Ratio 4.38
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 15₹10,000
30 Sep 16₹10,646
30 Sep 17₹12,479
30 Sep 18₹13,426
30 Sep 19₹14,535
30 Sep 20₹15,594

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 ₹385,859.
Net Profit of ₹85,859
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 19 Oct 20

DurationReturns
1 Month 1.8%
3 Month 9.5%
6 Month 23.7%
1 Year 9.3%
3 Year 7.8%
5 Year 9.3%
10 Year
15 Year
Since launch 17.1%
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 164.22 Yr.
Miyush Gandhi1 Oct 191 Yr.

Data below for Canara Robeco Equity Diversified as on 30 Sep 20

Equity Sector Allocation
SectorValue
Financial Services26.47%
Technology15.22%
Consumer Cyclical10.76%
Health Care9.12%
Basic Materials8.32%
Energy7.8%
Industrials7.23%
Consumer Defensive6.51%
Utility2.35%
Communication Services1.43%
Asset Allocation
Asset ClassValue
Cash3.95%
Equity96.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
8%₹188 Cr842,400
↑ 23,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
7%₹176 Cr1,742,188
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
7%₹163 Cr1,512,340
↓ -25,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
5%₹119 Cr3,340,550
↓ -125,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
4%₹95 Cr380,100
↑ 7,500
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 500696
3%₹84 Cr405,400
↑ 25,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
3%₹69 Cr209,500
↑ 24,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KOTAKBANK
2%₹54 Cr424,550
↑ 45,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 18 | DIVISLAB
2%₹48 Cr157,032
↓ -23,000
Voltas Ltd (Industrials)
Equity, Since 28 Feb 19 | VOLTAS
2%₹47 Cr690,429
↑ 85,000

6. 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 19% 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 (19 Oct 20) ₹59.687 ↑ 0.65   (1.09 %)
Net Assets (Cr) ₹11,466 on 30 Sep 20
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 0.27
Information Ratio 1
Alpha Ratio 3.36
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 15₹10,000
30 Sep 16₹12,319
30 Sep 17₹15,441
30 Sep 18₹15,711
30 Sep 19₹17,489
30 Sep 20₹18,985

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 ₹426,080.
Net Profit of ₹126,080
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 19 Oct 20

DurationReturns
1 Month 0.7%
3 Month 10%
6 Month 27.8%
1 Year 10.5%
3 Year 6.4%
5 Year 13.5%
10 Year
15 Year
Since launch 19%
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 1010.24 Yr.
Ankit Jain31 Jan 191.67 Yr.

Data below for Mirae Asset Emerging Bluechip Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Financial Services30.12%
Technology10.61%
Consumer Defensive9.78%
Consumer Cyclical9.54%
Industrials9.43%
Health Care8.4%
Basic Materials7.28%
Energy6.04%
Utility3.47%
Communication Services3.27%
Asset Allocation
Asset ClassValue
Cash0.65%
Equity99.35%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK
7%₹802 Cr7,185,544
↑ 730,000
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK
6%₹627 Cr15,887,341
↑ 1,340,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
4%₹475 Cr5,112,720
↑ 160,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
4%₹471 Cr9,487,588
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
4%₹429 Cr2,064,196
↓ -420,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
3%₹381 Cr7,434,000
↑ 4,300,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 19 | TCS
3%₹329 Cr1,458,005
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 18 | 500271
3%₹313 Cr5,311,393
State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN
3%₹310 Cr14,610,277
Voltas Ltd (Industrials)
Equity, Since 31 Dec 14 | VOLTAS
3%₹294 Cr4,634,286

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 15.2% 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 (19 Oct 20) ₹97.21 ↑ 0.89   (0.92 %)
Net Assets (Cr) ₹849 on 30 Sep 20
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio -0.11
Information Ratio -0.19
Alpha Ratio -2.32
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹10,624
30 Sep 17₹12,117
30 Sep 18₹12,327
30 Sep 19₹14,223
30 Sep 20₹14,027

BNP Paribas Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for BNP Paribas Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Oct 20

DurationReturns
1 Month 2.4%
3 Month 6.3%
6 Month 21%
1 Year 1.7%
3 Year 5.7%
5 Year 7.4%
10 Year
15 Year
Since launch 15.2%
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 163.87 Yr.
Karthikraj Lakshmanan7 Oct 163.98 Yr.

Data below for BNP Paribas Large Cap Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Financial Services31.65%
Technology16.08%
Consumer Defensive9.42%
Energy9.13%
Consumer Cyclical7.06%
Basic Materials6.88%
Health Care6.41%
Communication Services4.22%
Industrials3.28%
Utility0.91%
Asset Allocation
Asset ClassValue
Cash4.96%
Equity95.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
9%₹78 Cr347,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
9%₹77 Cr710,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
9%₹75 Cr740,000
↓ -20,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
7%₹57 Cr1,620,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | TCS
4%₹37 Cr150,000
↓ -10,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 08 | BHARTIARTL
4%₹36 Cr850,000
↑ 80,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK
4%₹30 Cr240,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | 500696
3%₹26 Cr125,000
↑ 25,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 14 | MARUTI
3%₹24 Cr35,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
3%₹23 Cr550,000
↓ -150,000

8. 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 2019 was 14.2% , 2018 was -2.1% and 2017 was 29.2% .

Below is the key information for Kotak Bluechip Fund

Kotak Bluechip Fund
Growth
Launch Date 29 Dec 98
NAV (19 Oct 20) ₹252.608 ↑ 1.61   (0.64 %)
Net Assets (Cr) ₹1,678 on 30 Sep 20
Category Equity - Large Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 0.08
Information Ratio -0.32
Alpha Ratio 3.1
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
30 Sep 15₹10,000
30 Sep 16₹10,967
30 Sep 17₹12,255
30 Sep 18₹12,981
30 Sep 19₹13,845
30 Sep 20₹14,197

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 ₹367,070.
Net Profit of ₹67,070
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 19 Oct 20

DurationReturns
1 Month 2.7%
3 Month 8.9%
6 Month 28.1%
1 Year 5.4%
3 Year 5.5%
5 Year 7.5%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010 16.3%
Fund Manager information for Kotak Bluechip Fund
NameSinceTenure
Harish Krishnan1 Jan 146.75 Yr.

Data below for Kotak Bluechip Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Financial Services28.37%
Technology18.05%
Energy12.16%
Consumer Defensive8.75%
Consumer Cyclical8.04%
Basic Materials6.79%
Industrials6.19%
Health Care3.97%
Utility2.3%
Communication Services2.26%
Real Estate0.73%
Asset Allocation
Asset ClassValue
Cash1.97%
Equity98.03%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE
11%₹181 Cr810,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY
8%₹136 Cr1,350,000
↑ 50,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
7%₹125 Cr1,160,000
↓ -8,300
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 17 | TCS
7%₹110 Cr440,000
↑ 40,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹103 Cr2,900,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 500696
4%₹62 Cr300,000
↑ 40,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
3%₹47 Cr525,000
↓ -20,500
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFC
3%₹47 Cr270,000
↓ -10,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
3%₹44 Cr345,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
2%₹38 Cr900,000
↓ -138,100

9. Mirae Asset India Equity Fund 

(Erstwhile Mirae Asset India Opportunities Fund)

The investment objective of the scheme is to generate long term capital appreciation by capitalizing on potential investment opportunities through predominantly investing in equities, equity related securities.

Mirae Asset India Equity Fund  is a Equity - Multi Cap fund was launched on 4 Apr 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.3% since its launch.  Ranked 19 in Multi Cap category.  Return for 2019 was 12.7% , 2018 was -0.6% and 2017 was 38.6% .

Below is the key information for Mirae Asset India Equity Fund 

Mirae Asset India Equity Fund 
Growth
Launch Date 4 Apr 08
NAV (19 Oct 20) ₹53.429 ↑ 0.43   (0.81 %)
Net Assets (Cr) ₹18,450 on 30 Sep 20
Category Equity - Multi Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.37
Sharpe Ratio 0.04
Information Ratio -0.01
Alpha Ratio 2.23
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹11,362
30 Sep 17₹13,780
30 Sep 18₹14,797
30 Sep 19₹15,866
30 Sep 20₹16,027

Mirae Asset India Equity Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Mirae Asset India Equity Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Oct 20

DurationReturns
1 Month 1.4%
3 Month 9%
6 Month 26.2%
1 Year 3.5%
3 Year 5.1%
5 Year 10%
10 Year
15 Year
Since launch 14.3%
Historical performance (Yearly) on absolute basis
YearReturns
2019 12.7%
2018 -0.6%
2017 38.6%
2016 8.1%
2015 4.3%
2014 52.9%
2013 8.9%
2012 33.3%
2011 -19.6%
2010 23.1%
Fund Manager information for Mirae Asset India Equity Fund 
NameSinceTenure
Harshad Borawake1 May 173.42 Yr.
Gaurav Misra31 Jan 191.67 Yr.

Data below for Mirae Asset India Equity Fund  as on 30 Sep 20

Equity Sector Allocation
SectorValue
Financial Services29.79%
Energy14.94%
Technology12.56%
Consumer Defensive11.18%
Consumer Cyclical9.3%
Industrials7.72%
Health Care6.58%
Communication Services4.23%
Utility1.37%
Basic Materials1.27%
Asset Allocation
Asset ClassValue
Cash0.56%
Equity99.43%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 08 | RELIANCE
11%₹2,007 Cr9,644,492
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 09 | HDFCBANK
10%₹1,799 Cr16,117,823
↑ 262,337
Infosys Ltd (Technology)
Equity, Since 31 May 08 | INFY
7%₹1,362 Cr14,668,730
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹1,294 Cr32,780,586
↑ 1,509,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
4%₹688 Cr13,853,484
↑ 307,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 10 | BHARTIARTL
4%₹680 Cr13,259,166
↑ 7,081,481
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 09 | TCS
4%₹648 Cr2,869,869
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 15 | 500696
3%₹584 Cr2,759,629
↑ 705,862
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
3%₹545 Cr5,765,374
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | MARUTI
3%₹542 Cr793,015

10. Invesco India Growth Opportunities Fund

(Erstwhile Invesco India Growth Fund)

The investment objective of the Scheme is to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the objectives of the scheme will be achieved.

Invesco India Growth Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 9 Aug 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.2% 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 (19 Oct 20) ₹35.84 ↑ 0.23   (0.65 %)
Net Assets (Cr) ₹2,960 on 30 Sep 20
Category Equity - Large & Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.04
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
30 Sep 15₹10,000
30 Sep 16₹10,851
30 Sep 17₹13,012
30 Sep 18₹14,019
30 Sep 19₹15,056
30 Sep 20₹15,221

Invesco India Growth Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Invesco India Growth Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Oct 20

DurationReturns
1 Month 1%
3 Month 9.4%
6 Month 23.4%
1 Year 1.6%
3 Year 4.8%
5 Year 9%
10 Year
15 Year
Since launch 10.2%
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
Pranav Gokhale19 May 200.37 Yr.
Taher Badshah10 Jan 173.72 Yr.

Data below for Invesco India Growth Opportunities Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Financial Services25.74%
Technology13.89%
Consumer Cyclical10.52%
Health Care10.29%
Industrials10.14%
Energy8.4%
Basic Materials7.38%
Consumer Defensive4.7%
Utility4.23%
Communication Services2.49%
Asset Allocation
Asset ClassValue
Cash2.23%
Equity97.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
8%₹249 Cr1,112,455
↑ 48,916
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
7%₹210 Cr1,942,664
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 13 | TCS
6%₹170 Cr682,708
↑ 141,291
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
5%₹147 Cr4,151,716
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 28 Feb 18 | APOLLOHOSP
4%₹109 Cr507,745
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Jun 19 | 500696
4%₹105 Cr506,473
↑ 44,987
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Apr 20 | 543066
4%₹105 Cr1,235,637
↓ -145,118
Voltas Ltd (Industrials)
Equity, Since 28 Feb 18 | VOLTAS
3%₹86 Cr1,270,887
↑ 66,201
HCL Technologies Ltd (Technology)
Equity, Since 31 Jul 20 | HCLTECH
3%₹80 Cr982,993
↑ 176,798
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 20 | 500124
3%₹75 Cr145,138
↑ 145,138

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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