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Fincash » Mutual Funds » Best SIP Plans for 3 Year

Best SIP Plans for 3 Year Investment 2019 - 2020

Updated on January 17, 2019 , 60 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.

SIP

Best SIP Plans for 3 Year Investment in 2019

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.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2017 (%)
Mirae Asset Emerging Bluechip Fund Growth ₹49.843
↓ -0.13
₹6,1305.84.4-5.92027.3-5.4
Tata Equity PE Fund Growth ₹128.88
↓ -0.35
₹5,0213-7-8.818.221.2-7.1
Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) Normal Dividend, Reinvestment ₹56.5046
↓ -0.15
₹5,0213-7-10.718.221.2-7.1
Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%) Normal Dividend, Reinvestment ₹54.2903
↓ -0.15
₹5,0213-7-8.818.221.2-7.1
Principal Emerging Bluechip Fund Growth ₹99.63
↓ -0.34
₹2,0213-4.3-1217.523.4-11
Mirae Asset India Equity Fund  Growth ₹47.959
↓ -0.13
₹9,6974.62.2-2.617.318.9-0.6
Canara Robeco Emerging Equities Growth ₹88.85
↓ -0.20
₹3,9375.1-2.7-8.717.326.2-9.3
Principal Multi Cap Growth Fund Growth ₹137.24
↓ -0.65
₹8233-0.3-10.917.217.5-8.7
Aditya Birla Sun Life Equity Fund Growth ₹695.93
↓ -3.54
₹10,0924.91.6-5.616.919-4.1
HDFC Top 100 Fund Growth ₹466.62
↓ -1.24
₹14,9615.36.5-1.916.815.20.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19

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Top Performing Best SIP Plans for 3 Year Investment

1. Mirae Asset Emerging Bluechip Fund

The investment objective of the scheme is to generate income and capital appreciation from a portfolio primarily investing in Indian equities and equity related securities of large cap and mid cap companies at the time of investment. From time to time, the fund manager may also seek participation in other Indian equity and equity related securities to achieve optimal Portfolio construction. The Scheme does not guarantee or assure any returns.

Mirae Asset Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 9 Jul 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.7% since its launch.  Return for 2018 was -5.4% , 2017 was 49% and 2016 was 12.2% .

Below is the key information for Mirae Asset Emerging Bluechip Fund

Mirae Asset Emerging Bluechip Fund
Growth
Launch Date 9 Jul 10
NAV (18 Jan 19) ₹49.843 ↓ -0.13   (-0.27 %)
Net Assets (Cr) ₹6,130 on 30 Nov 18
Category Equity - Large & Mid Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2.26
Sharpe Ratio -0.28
Information Ratio 0.91
Alpha Ratio -1.08
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 Dec 13₹10,000
31 Dec 14₹18,462
31 Dec 15₹21,061
31 Dec 16₹23,623
31 Dec 17₹35,202
31 Dec 18₹33,294

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 ₹598,181.
Net Profit of ₹298,181
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 18 Jan 19

DurationReturns
1 Month -1%
3 Month 5.8%
6 Month 4.4%
1 Year -5.9%
3 Year 20%
5 Year 27.3%
10 Year
15 Year
Since launch 20.7%
Historical performance (Yearly) on absolute basis
YearReturns
2017 -5.4%
2016 49%
2015 12.2%
2014 14.1%
2013 84.6%
2012 8.6%
2011 45.6%
2010 -15.2%
2009
2008
Fund Manager information for Mirae Asset Emerging Bluechip Fund
NameSinceTenure
Neelesh Surana9 Jul 108.32 Yr.

Data below for Mirae Asset Emerging Bluechip Fund as on 30 Nov 18

Equity Sector Allocation
SectorValue
Financial Services29.61%
Consumer Cyclical17.1%
Basic Materials14.01%
Health Care8.78%
Technology8.65%
Energy7.31%
Consumer Defensive7.05%
Industrials5.84%
Utility1.19%
Asset Allocation
Asset ClassValue
Cash0.4%
Equity99.54%
Other0.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK
6%₹401 Cr1,888,106
↑ 145,186
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK
5%₹313 Cr8,697,190
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
4%₹261 Cr2,330,114
↑ 85,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
4%₹230 Cr3,706,343
↑ 494,967
Bharat Financial Inclusion Ltd (Financial Services)
Equity, Since 30 Sep 16 | BHARATFIN
3%₹196 Cr1,937,896
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹183 Cr1,453,243
↓ -429,496
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Dec 15 | TATASTEEL
3%₹178 Cr3,422,662
Vinati Organics Ltd (Basic Materials)
Equity, Since 30 Sep 12 | 524200
3%₹169 Cr1,020,130
Havells India Ltd (Industrials)
Equity, Since 28 Feb 17 | 517354
3%₹169 Cr2,437,272
↓ -144,527
Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 29 Feb 16 | 500800
3%₹168 Cr7,677,963
↑ 350,000

2. Tata Equity PE Fund

To provide reasonable and regular income and/ or possible capital appreciation to its Unitholder.

Tata Equity PE Fund is a Equity - Value fund was launched on 29 Jun 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.2% since its launch.  Ranked 7 in Value category.  Return for 2018 was -7.1% , 2017 was 39.4% and 2016 was 16.2% .

Below is the key information for Tata Equity PE Fund

Tata Equity PE Fund
Growth
Launch Date 29 Jun 04
NAV (18 Jan 19) ₹128.88 ↓ -0.35   (-0.27 %)
Net Assets (Cr) ₹5,021 on 30 Nov 18
Category Equity - Value
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.45
Sharpe Ratio -0.45
Information Ratio 0.16
Alpha Ratio -14.42
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 13₹10,000
31 Dec 14₹16,954
31 Dec 15₹17,006
31 Dec 16₹19,759
31 Dec 17₹27,540
31 Dec 18₹25,594

Tata Equity PE 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 Tata Equity PE Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19

DurationReturns
1 Month -1.2%
3 Month 3%
6 Month -7%
1 Year -8.8%
3 Year 18.2%
5 Year 21.2%
10 Year
15 Year
Since launch 19.2%
Historical performance (Yearly) on absolute basis
YearReturns
2017 -7.1%
2016 39.4%
2015 16.2%
2014 0.3%
2013 69.5%
2012 1.8%
2011 29.5%
2010 -23.8%
2009 16.8%
2008 103.6%
Fund Manager information for Tata Equity PE Fund
NameSinceTenure
Sonam Udasi1 Apr 162.59 Yr.
Amey Sathe18 Jun 180.37 Yr.

Data below for Tata Equity PE Fund as on 30 Nov 18

Equity Sector Allocation
SectorValue
Financial Services29.23%
Consumer Cyclical18.81%
Technology9.28%
Basic Materials8.39%
Energy7.65%
Industrials6.96%
Consumer Defensive6.05%
Utility6.04%
Asset Allocation
Asset ClassValue
Cash7.67%
Equity92.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 18 | HDFC
9%₹490 Cr2,488,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 17 | RELIANCE
6%₹302 Cr2,690,000
↑ 230,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 18 | 532755
5%₹251 Cr3,475,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 17 | LT
5%₹242 Cr1,685,000
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | 532977
5%₹240 Cr880,773
↑ 33,173
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 17 | M&M
4%₹231 Cr2,870,000
↑ 350,000
B) Repo
CBLO/Reverse Repo | -
4%₹212 Cr
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 15 | 532898
4%₹209 Cr10,500,000
↑ 2,458,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 18 | ITC
4%₹207 Cr7,355,000
↑ 700,000
(A) Treps
CBLO/Reverse Repo | -
4%₹185 Cr

3. Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)

To provide reasonable and regular income and/ or possible capital appreciation to its Unitholder.

Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) is a Equity - Value fund was launched on 5 Oct 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.8% since its launch.  Return for 2018 was -7.1% , 2017 was 39.4% and 2016 was 16.2% .

Below is the key information for Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)

Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)
Normal Dividend, Reinvestment
Launch Date 5 Oct 09
NAV (18 Jan 19) ₹56.5046 ↓ -0.15   (-0.27 %)
Net Assets (Cr) ₹5,021 on 30 Nov 18
Category Equity - Value
AMC Tata Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.45
Sharpe Ratio -0.45
Information Ratio 0.16
Alpha Ratio -14.44
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 13₹10,000
31 Dec 14₹16,741
31 Dec 15₹16,793
31 Dec 16₹19,511
31 Dec 17₹27,193
31 Dec 18₹25,264

Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) 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 Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19

DurationReturns
1 Month -1.2%
3 Month 3%
6 Month -7%
1 Year -10.7%
3 Year 18.2%
5 Year 21.2%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
2017 -7.1%
2016 39.4%
2015 16.2%
2014 0.3%
2013 67.4%
2012 1.7%
2011 29.3%
2010 -23.8%
2009 14%
2008
Fund Manager information for Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)
NameSinceTenure
Sonam Udasi1 Apr 162.59 Yr.
Amey Sathe18 Jun 180.37 Yr.

Data below for Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) as on 30 Nov 18

Equity Sector Allocation
SectorValue
Financial Services29.23%
Consumer Cyclical18.81%
Technology9.28%
Basic Materials8.39%
Energy7.65%
Industrials6.96%
Consumer Defensive6.05%
Utility6.04%
Asset Allocation
Asset ClassValue
Cash7.67%
Equity92.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 18 | HDFC
9%₹490 Cr2,488,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 17 | RELIANCE
6%₹302 Cr2,690,000
↑ 230,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 18 | 532755
5%₹251 Cr3,475,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 17 | LT
5%₹242 Cr1,685,000
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | 532977
5%₹240 Cr880,773
↑ 33,173
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 17 | M&M
4%₹231 Cr2,870,000
↑ 350,000
B) Repo
CBLO/Reverse Repo | -
4%₹212 Cr
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 15 | 532898
4%₹209 Cr10,500,000
↑ 2,458,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 18 | ITC
4%₹207 Cr7,355,000
↑ 700,000
(A) Treps
CBLO/Reverse Repo | -
4%₹185 Cr

4. Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)

To provide reasonable and regular income and/ or possible capital appreciation to its Unitholder.

Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%) is a Equity - Value fund was launched on 30 Jun 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.2% since its launch.  Return for 2018 was -7.1% , 2017 was 39.4% and 2016 was 16.2% .

Below is the key information for Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)

Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)
Normal Dividend, Reinvestment
Launch Date 30 Jun 04
NAV (18 Jan 19) ₹54.2903 ↓ -0.15   (-0.27 %)
Net Assets (Cr) ₹5,021 on 30 Nov 18
Category Equity - Value
AMC Tata Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.45
Sharpe Ratio -0.45
Information Ratio 0.16
Alpha Ratio -14.46
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 13₹10,000
31 Dec 14₹16,954
31 Dec 15₹17,006
31 Dec 16₹19,757
31 Dec 17₹27,536
31 Dec 18₹25,578

Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%) 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 Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19

DurationReturns
1 Month -1.2%
3 Month 3%
6 Month -7%
1 Year -8.8%
3 Year 18.2%
5 Year 21.2%
10 Year
15 Year
Since launch 19.2%
Historical performance (Yearly) on absolute basis
YearReturns
2017 -7.1%
2016 39.4%
2015 16.2%
2014 0.3%
2013 69.5%
2012 1.7%
2011 29.6%
2010 -23.8%
2009 16.8%
2008 103.4%
Fund Manager information for Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)
NameSinceTenure
Sonam Udasi1 Apr 162.59 Yr.
Amey Sathe18 Jun 180.37 Yr.

Data below for Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%) as on 30 Nov 18

Equity Sector Allocation
SectorValue
Financial Services29.23%
Consumer Cyclical18.81%
Technology9.28%
Basic Materials8.39%
Energy7.65%
Industrials6.96%
Consumer Defensive6.05%
Utility6.04%
Asset Allocation
Asset ClassValue
Cash7.67%
Equity92.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 18 | HDFC
9%₹490 Cr2,488,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 17 | RELIANCE
6%₹302 Cr2,690,000
↑ 230,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 18 | 532755
5%₹251 Cr3,475,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 17 | LT
5%₹242 Cr1,685,000
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | 532977
5%₹240 Cr880,773
↑ 33,173
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 17 | M&M
4%₹231 Cr2,870,000
↑ 350,000
B) Repo
CBLO/Reverse Repo | -
4%₹212 Cr
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 15 | 532898
4%₹209 Cr10,500,000
↑ 2,458,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 18 | ITC
4%₹207 Cr7,355,000
↑ 700,000
(A) Treps
CBLO/Reverse Repo | -
4%₹185 Cr

5. Principal Emerging Bluechip Fund

The primary objective of the Scheme is to achieve long-term capital appreciation by investing in equity & equity related instruments of mid cap & small cap companies.

Principal Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 12 Nov 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 25.3% since its launch.  Ranked 1 in Large & Mid Cap category.  Return for 2018 was -11% , 2017 was 49.1% and 2016 was 11.2% .

Below is the key information for Principal Emerging Bluechip Fund

Principal Emerging Bluechip Fund
Growth
Launch Date 12 Nov 08
NAV (18 Jan 19) ₹99.63 ↓ -0.34   (-0.34 %)
Net Assets (Cr) ₹2,021 on 30 Nov 18
Category Equity - Large & Mid Cap
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.52
Sharpe Ratio -0.57
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 13₹10,000
31 Dec 14₹18,018
31 Dec 15₹19,100
31 Dec 16₹21,229
31 Dec 17₹31,659
31 Dec 18₹28,180

Principal 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 ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Principal 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 18 Jan 19

DurationReturns
1 Month -1.3%
3 Month 3%
6 Month -4.3%
1 Year -12%
3 Year 17.5%
5 Year 23.4%
10 Year
15 Year
Since launch 25.3%
Historical performance (Yearly) on absolute basis
YearReturns
2017 -11%
2016 49.1%
2015 11.2%
2014 6%
2013 80.2%
2012 5.8%
2011 55%
2010 -34.7%
2009 19.7%
2008 147.3%
Fund Manager information for Principal Emerging Bluechip Fund
NameSinceTenure
Dhimant Shah1 Jun 117.42 Yr.

Data below for Principal Emerging Bluechip Fund as on 30 Nov 18

Equity Sector Allocation
SectorValue
Financial Services23.06%
Consumer Cyclical17.48%
Industrials11.9%
Basic Materials11.54%
Technology10.76%
Consumer Defensive6.77%
Health Care6%
Utility3.8%
Energy3.27%
Asset Allocation
Asset ClassValue
Cash3.85%
Equity95.93%
Debt0.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 17 | HDFCBANK
4%₹84 Cr396,900
↑ 18,900
Treps 01-Jan-2019
CBLO/Reverse Repo | -
4%₹76 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK
3%₹54 Cr1,500,000
↑ 81,000
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 500825
2%₹49 Cr157,800
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
2%₹45 Cr168,900
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
2%₹43 Cr384,000
↑ 6,000
AIA Engineering Ltd (Industrials)
Equity, Since 31 May 14 | AIAENG
2%₹42 Cr247,500
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
2%₹40 Cr213,900
↑ 12,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | MARUTI
2%₹38 Cr50,508
Exide Industries Ltd (Consumer Cyclical)
Equity, Since 31 Oct 17 | 500086
2%₹36 Cr1,350,000

6. Mirae Asset India Equity Fund 

(Erstwhile Mirae Asset India Opportunities Fund)

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

Mirae Asset India Equity Fund  is a Equity - Multi Cap fund was launched on 4 Apr 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.6% since its launch.  Ranked 19 in Multi Cap category.  Return for 2018 was -0.6% , 2017 was 38.6% and 2016 was 8.1% .

Below is the key information for Mirae Asset India Equity Fund 

Mirae Asset India Equity Fund 
Growth
Launch Date 4 Apr 08
NAV (18 Jan 19) ₹47.959 ↓ -0.13   (-0.28 %)
Net Assets (Cr) ₹9,697 on 30 Nov 18
Category Equity - Multi Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio 0.04
Information Ratio 0.81
Alpha Ratio -0.75
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 Dec 13₹10,000
31 Dec 14₹15,286
31 Dec 15₹15,936
31 Dec 16₹17,225
31 Dec 17₹23,871
31 Dec 18₹23,719

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 ₹481,656.
Net Profit of ₹181,656
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 18 Jan 19

DurationReturns
1 Month -0.9%
3 Month 4.6%
6 Month 2.2%
1 Year -2.6%
3 Year 17.3%
5 Year 18.9%
10 Year
15 Year
Since launch 15.6%
Historical performance (Yearly) on absolute basis
YearReturns
2017 -0.6%
2016 38.6%
2015 8.1%
2014 4.3%
2013 52.9%
2012 8.9%
2011 33.3%
2010 -19.6%
2009 23.1%
2008 109.3%
Fund Manager information for Mirae Asset India Equity Fund 
NameSinceTenure
Neelesh Surana10 Mar 0810.65 Yr.
Harshad Borawake1 May 171.5 Yr.

Data below for Mirae Asset India Equity Fund  as on 30 Nov 18

Equity Sector Allocation
SectorValue
Financial Services33.4%
Consumer Cyclical10.98%
Basic Materials9.86%
Technology9.53%
Energy9.26%
Consumer Defensive7.54%
Industrials7.42%
Health Care6.64%
Utility1.35%
Communication Services0.53%
Asset Allocation
Asset ClassValue
Cash3.13%
Equity96.5%
Other0.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 09 | HDFCBANK
9%₹915 Cr4,311,034
↑ 376,176
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 08 | RELIANCE
6%₹574 Cr5,122,882
↑ 280,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
5%₹491 Cr13,619,349
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
5%₹470 Cr7,575,272
↑ 930,385
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹368 Cr2,561,756
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 09 | TCS
4%₹355 Cr1,876,792
State Bank of India (Financial Services)
Equity, Since 31 Jul 08 | SBIN
4%₹354 Cr11,967,764
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
3%₹312 Cr11,077,874
↑ 776,180
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | KOTAKBANK
3%₹300 Cr2,385,150
↓ -365,000
Infosys Ltd (Technology)
Equity, Since 31 May 08 | INFY
3%₹294 Cr4,465,015

7. Canara Robeco Emerging Equities

To generate capital appreciation by primarily investing in diversified mid cap stocks. However, there can be no assurance that the investment objective of the scheme will be realized.

Canara Robeco Emerging Equities is a Equity - Large & Mid Cap fund was launched on 11 Mar 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.1% since its launch.  Ranked 10 in Large & Mid Cap category.  Return for 2018 was -9.3% , 2017 was 52.1% and 2016 was 2.6% .

Below is the key information for Canara Robeco Emerging Equities

Canara Robeco Emerging Equities
Growth
Launch Date 11 Mar 05
NAV (18 Jan 19) ₹88.85 ↓ -0.20   (-0.22 %)
Net Assets (Cr) ₹3,937 on 30 Nov 18
Category Equity - Large & Mid Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.43
Sharpe Ratio -0.43
Information Ratio -0.09
Alpha Ratio -9.51
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 13₹10,000
31 Dec 14₹19,602
31 Dec 15₹22,162
31 Dec 16₹22,729
31 Dec 17₹34,560
31 Dec 18₹31,349

Canara Robeco Emerging Equities SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for Canara Robeco Emerging Equities

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19

DurationReturns
1 Month 0%
3 Month 5.1%
6 Month -2.7%
1 Year -8.7%
3 Year 17.3%
5 Year 26.2%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
2017 -9.3%
2016 52.1%
2015 2.6%
2014 13.1%
2013 96%
2012 3.2%
2011 48.9%
2010 -22.3%
2009 28.3%
2008 112.4%
Fund Manager information for Canara Robeco Emerging Equities
NameSinceTenure
Krishna Sanghavi16 Oct 180.21 Yr.
Miyush Gandhi2 Jul 180.5 Yr.

Data below for Canara Robeco Emerging Equities as on 30 Nov 18

Equity Sector Allocation
SectorValue
Financial Services32.49%
Consumer Cyclical11.87%
Industrials10.62%
Technology10.44%
Basic Materials8.13%
Consumer Defensive6.02%
Utility4.7%
Health Care4.7%
Energy3.1%
Asset Allocation
Asset ClassValue
Cash5.34%
Equity94.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFCBANK
6%₹252 Cr1,189,000
↓ -95,000
Treps
CBLO/Reverse Repo | -
5%₹217 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
5%₹205 Cr5,681,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
4%₹158 Cr2,542,000
↓ -322,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 18 | SBIN
3%₹137 Cr4,621,000
↓ -684,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 17 | LT
3%₹132 Cr919,000
↑ 194,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
3%₹130 Cr1,971,000
↑ 300,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 17 | RELIANCE
3%₹126 Cr1,123,000
↓ -300,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | ITC
3%₹121 Cr4,284,000
↓ -866,000
Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Jul 18 | 532514
2%₹90 Cr3,385,289

8. Principal Multi Cap Growth Fund

(Erstwhile Principal Growth Fund)

The primary investment objective of the scheme is to achieve long-term capital appreciation.

Principal Multi Cap Growth Fund is a Equity - Multi Cap fund was launched on 25 Oct 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.4% since its launch.  Ranked 12 in Multi Cap category.  Return for 2018 was -8.7% , 2017 was 48.7% and 2016 was 6.4% .

Below is the key information for Principal Multi Cap Growth Fund

Principal Multi Cap Growth Fund
Growth
Launch Date 25 Oct 00
NAV (18 Jan 19) ₹137.24 ↓ -0.65   (-0.47 %)
Net Assets (Cr) ₹823 on 30 Nov 18
Category Equity - Multi Cap
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.78
Sharpe Ratio -0.51
Information Ratio 0.36
Alpha Ratio -6.23
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 13₹10,000
31 Dec 14₹14,936
31 Dec 15₹15,348
31 Dec 16₹16,331
31 Dec 17₹24,290
31 Dec 18₹22,185

Principal Multi Cap Growth 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 Principal Multi Cap Growth Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19

DurationReturns
1 Month -0.8%
3 Month 3%
6 Month -0.3%
1 Year -10.9%
3 Year 17.2%
5 Year 17.5%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2017 -8.7%
2016 48.7%
2015 6.4%
2014 2.8%
2013 49.4%
2012 8.3%
2011 46%
2010 -30.9%
2009 14.1%
2008 79.9%
Fund Manager information for Principal Multi Cap Growth Fund
NameSinceTenure
P.V.K. Mohan1 Sep 108.17 Yr.
Siddarth Mohta28 Aug 180.18 Yr.

Data below for Principal Multi Cap Growth Fund as on 30 Nov 18

Equity Sector Allocation
SectorValue
Financial Services25.84%
Consumer Defensive13.18%
Basic Materials11.42%
Technology9.76%
Industrials9.13%
Consumer Cyclical8.42%
Utility6.26%
Energy3.94%
Health Care3.83%
Communication Services1.33%
Asset Allocation
Asset ClassValue
Cash6.43%
Equity93.13%
Debt0.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps 01-Jan-2019
CBLO/Reverse Repo | -
6%₹52 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
5%₹43 Cr201,365
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
5%₹40 Cr1,108,437
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE
4%₹33 Cr294,332
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 08 | ITC
4%₹30 Cr1,076,641
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 14 | TCS
3%₹27 Cr143,460
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT
3%₹25 Cr172,696
Tata Power Co Ltd (Utilities)
Equity, Since 30 Nov 17 | 500400
3%₹24 Cr3,122,490
State Bank of India (Financial Services)
Equity, Since 30 Nov 08 | SBIN
3%₹23 Cr791,789
Marico Ltd (Consumer Defensive)
Equity, Since 31 Aug 18 | 531642
2%₹21 Cr555,000

9. Aditya Birla Sun Life Equity Fund

An Open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities.

Aditya Birla Sun Life Equity Fund is a Equity - Multi Cap fund was launched on 27 Aug 98. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 23.1% since its launch.  Ranked 16 in Multi Cap category.  Return for 2018 was -4.1% , 2017 was 33.5% and 2016 was 15.2% .

Below is the key information for Aditya Birla Sun Life Equity Fund

Aditya Birla Sun Life Equity Fund
Growth
Launch Date 27 Aug 98
NAV (18 Jan 19) ₹695.93 ↓ -3.54   (-0.51 %)
Net Assets (Cr) ₹10,092 on 30 Nov 18
Category Equity - Multi Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.37
Sharpe Ratio -0.17
Information Ratio 0.24
Alpha Ratio -4.24
Min Investment 1,000
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 Dec 13₹10,000
31 Dec 14₹15,661
31 Dec 15₹16,120
31 Dec 16₹18,573
31 Dec 17₹24,797
31 Dec 18₹23,782

Aditya Birla Sun Life 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 ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for Aditya Birla Sun Life 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 18 Jan 19

DurationReturns
1 Month -1.1%
3 Month 4.9%
6 Month 1.6%
1 Year -5.6%
3 Year 16.9%
5 Year 19%
10 Year
15 Year
Since launch 23.1%
Historical performance (Yearly) on absolute basis
YearReturns
2017 -4.1%
2016 33.5%
2015 15.2%
2014 2.9%
2013 56.6%
2012 7.1%
2011 35.7%
2010 -29.4%
2009 14.2%
2008 89.2%
Fund Manager information for Aditya Birla Sun Life Equity Fund
NameSinceTenure
Anil Shah3 Oct 126.08 Yr.

Data below for Aditya Birla Sun Life Equity Fund as on 30 Nov 18

Equity Sector Allocation
SectorValue
Financial Services33.86%
Basic Materials19.46%
Consumer Defensive10.19%
Consumer Cyclical9.82%
Technology9.26%
Health Care7.23%
Industrials1.69%
Utility1.4%
Communication Services1.12%
Energy0.88%
Real Estate0%
Asset Allocation
Asset ClassValue
Cash5%
Equity94.91%
Other0.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
9%₹919 Cr4,329,287
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
8%₹850 Cr23,599,179
↑ 987,400
Clearing Corporation Of India Limited
CBLO | -
5%₹465 Cr
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 15 | 500124
5%₹461 Cr1,760,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Nov 15 | ITC
4%₹452 Cr16,044,500
↑ 2,008,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Nov 16 | 532755
4%₹400 Cr5,537,047
↑ 50,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
3%₹329 Cr5,000,000
↓ -461,934
Tata Steel Ltd (Basic Materials)
Equity, Since 31 May 16 | TATASTEEL
3%₹311 Cr5,966,360
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Mar 17 | HINDALCO
3%₹282 Cr12,482,349
PVR Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 532689
3%₹268 Cr1,670,040

10. HDFC Top 100 Fund

(Erstwhile HDFC Top 200)

To generate long term capital appreciation from a portfolio of equity and equity linked instruments. The investment portfolio for equity and equity linked instruments will be primarily drawn from the companies in the BSE 200 Index. Further, the Scheme may also invest in listed companies that would qualify to be in the top 200 by market capitalisation on the BSE even though they may not be listed on the BSE. This includes participation in large Ipos where in the market capitalisation of the company based on issue price would make the company a part of the top 200 companies listed on the BSE based on market capitalisation.

HDFC Top 100 Fund is a Equity - Large Cap fund was launched on 11 Oct 96. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.9% since its launch.  Ranked 43 in Large Cap category.  Return for 2018 was 0.1% , 2017 was 32% and 2016 was 8.5% .

Below is the key information for HDFC Top 100 Fund

HDFC Top 100 Fund
Growth
Launch Date 11 Oct 96
NAV (18 Jan 19) ₹466.62 ↓ -1.24   (-0.27 %)
Net Assets (Cr) ₹14,961 on 30 Nov 18
Category Equity - Large Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.26
Sharpe Ratio -0.1
Information Ratio 0.03
Alpha Ratio -3.36
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 Dec 13₹10,000
31 Dec 14₹14,652
31 Dec 15₹13,760
31 Dec 16₹14,932
31 Dec 17₹19,705
31 Dec 18₹19,730

HDFC Top 100 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for HDFC Top 100 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19

DurationReturns
1 Month 0.9%
3 Month 5.3%
6 Month 6.5%
1 Year -1.9%
3 Year 16.8%
5 Year 15.2%
10 Year
15 Year
Since launch 19.9%
Historical performance (Yearly) on absolute basis
YearReturns
2017 0.1%
2016 32%
2015 8.5%
2014 -6.1%
2013 46.5%
2012 4%
2011 32.4%
2010 -24.3%
2009 25.1%
2008 94.5%
Fund Manager information for HDFC Top 100 Fund
NameSinceTenure
Prashant Jain19 Jun 0315.38 Yr.
Rakesh Vyas10 May 126.48 Yr.

Data below for HDFC Top 100 Fund as on 30 Nov 18

Equity Sector Allocation
SectorValue
Financial Services37.53%
Technology13.3%
Energy12.4%
Utility9.62%
Basic Materials9.15%
Industrials8.87%
Consumer Defensive4.66%
Health Care2.77%
Consumer Cyclical0.46%
Asset Allocation
Asset ClassValue
Cash0.98%
Equity98.89%
Other0.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK
9%₹1,303 Cr36,174,853
State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN
8%₹1,272 Cr42,994,500
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE
8%₹1,154 Cr10,293,264
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
7%₹1,116 Cr5,257,681
↑ 385,000
Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY
7%₹1,071 Cr16,259,954
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT
6%₹972 Cr6,758,828
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
5%₹712 Cr25,277,048
↓ -3,000,000
NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | 532555
4%₹571 Cr38,308,781
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 05 | TCS
4%₹566 Cr2,991,062
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 532215
3%₹518 Cr8,355,405

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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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