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Fincash » Mutual Funds » Best SIP Plans for 3 Year

Best SIP Plans for 3 Year Investment 2019

Updated on October 16, 2019 , 1027 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 19 - 20

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Axis Bluechip Fund Growth ₹31.41
↑ 0.12
₹7,0056.71024.515.512.46.5
Sundaram Large and Mid Cap Fund Growth ₹36.1387
↑ 0.47
₹7216.9416.512.513.20.4
Invesco India Growth Opportunities Fund Growth ₹35.29
↑ 0.44
₹1,6595.62.213.311.812.1-0.2
Mirae Asset India Equity Fund  Growth ₹51.609
↑ 0.40
₹13,9460.70.212.511.512.7-0.6
Mirae Asset Emerging Bluechip Fund Growth ₹54.03
↑ 0.69
₹7,7591.90.814.611.417.3-5.4
Canara Robeco Equity Diversified Growth ₹136.84
↑ 1.03
₹1,3232.61.514.610.9100.9
Parag Parikh Long Term Equity Fund Growth ₹25.9782
↑ 0.25
₹2,0673.32.610.810.912.7-0.4
BNP Paribas Large Cap Fund Growth ₹95.62
↑ 0.63
₹7485.78.52110.710.4-4
Kotak Standard Multicap Fund Growth ₹35.876
↑ 0.27
₹25,3851.30.514.11013-0.9
DSP BlackRock Equity Fund Growth ₹41.738
↑ 0.36
₹2,5407.26.221.99.911.5-7.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Oct 19

*funds below are considering best CAGR returns for over 3 years and fund having atleast have market history (Fund age) of 1 year and have minimum 500 Crore of asset under management as duration if of 3 years fund suggested are from Multi Cap, Large Cap,Large & mid-cap and Value sub categories.

1. Axis Bluechip Fund

(Erstwhile Axis Equity Fund)

To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap companies including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Axis Bluechip Fund is a Equity - Large Cap fund was launched on 5 Jan 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.4% since its launch.  Ranked 58 in Large Cap category.  Return for 2018 was 6.5% , 2017 was 38% and 2016 was -3.6% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (18 Oct 19) ₹31.41 ↑ 0.12   (0.38 %)
Net Assets (Cr) ₹7,005 on 31 Aug 19
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio -0.1
Information Ratio 0.47
Alpha Ratio 5.42
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹10,545
30 Sep 16₹11,421
30 Sep 17₹13,326
30 Sep 18₹14,910
30 Sep 19₹17,478

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 ₹415,684.
Net Profit of ₹115,684
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 18 Oct 19

DurationReturns
1 Month 8.9%
3 Month 6.7%
6 Month 10%
1 Year 24.5%
3 Year 15.5%
5 Year 12.4%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 6.5%
2017 38%
2016 -3.6%
2015 -1.2%
2014 40.8%
2013 13.5%
2012 31.7%
2011 -22.6%
2010
2009
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 162.77 Yr.

Data below for Axis Bluechip Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services40.76%
Technology12.15%
Consumer Defensive10.14%
Basic Materials7.42%
Energy3.97%
Consumer Cyclical2.99%
Industrials1.93%
Health Care1.02%
Communication Services0.22%
Asset Allocation
Asset ClassValue
Cash13%
Equity87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
20%₹1,397 Cr
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
9%₹630 Cr4,400,000
↑ 351,878
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
8%₹555 Cr2,490,000
↑ 190,000
Net Receivables / (Payables)
Net Current Assets | -
8%-₹549 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
8%₹533 Cr13,000,000
↑ 2,322,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
7%₹520 Cr1,560,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
7%₹470 Cr5,770,000
↑ 650,000
Nifty 50 Index September 2019 Future
- | -
6%₹447 Cr404,475
↑ 404,475
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹342 Cr2,179,598
↑ 159,598
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
5%₹325 Cr1,440,000
↓ -230,000

2. Sundaram Large and Mid Cap Fund

(Erstwhile Sundaram Equity Multiplier Fund)

The objective of the scheme would be to seek capital appreciation by investing in equity & equity related instruments.

Sundaram Large and Mid Cap Fund is a Equity - Large & Mid Cap fund was launched on 27 Feb 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.7% since its launch.  Ranked 30 in Large & Mid Cap category.  Return for 2018 was 0.4% , 2017 was 36.1% and 2016 was 7.6% .

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

Sundaram Large and Mid Cap Fund
Growth
Launch Date 27 Feb 07
NAV (18 Oct 19) ₹36.1387 ↑ 0.47   (1.31 %)
Net Assets (Cr) ₹721 on 31 Aug 19
Category Equity - Large & Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.85
Sharpe Ratio -0.7
Information Ratio 0.78
Alpha Ratio 3.52
Min Investment 5,000
Min SIP Investment 250
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹11,233
30 Sep 16₹12,444
30 Sep 17₹15,008
30 Sep 18₹16,179
30 Sep 19₹17,692

Sundaram Large and Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Sundaram Large and Mid Cap Fund

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

DurationReturns
1 Month 11.3%
3 Month 6.9%
6 Month 4%
1 Year 16.5%
3 Year 12.5%
5 Year 13.2%
10 Year
15 Year
Since launch 10.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 0.4%
2017 36.1%
2016 7.6%
2015 3.5%
2014 48.9%
2013 -3%
2012 33.1%
2011 -23.3%
2010 11.3%
2009 67.8%
Fund Manager information for Sundaram Large and Mid Cap Fund
NameSinceTenure
S Krishnakumar30 Dec 171.75 Yr.

Data below for Sundaram Large and Mid Cap Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services28%
Industrials16.65%
Consumer Cyclical14.99%
Basic Materials14.03%
Consumer Defensive7.89%
Health Care4.82%
Technology4.24%
Energy3.65%
Asset Allocation
Asset ClassValue
Cash5.74%
Equity94.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sundaram Money Dir Gr
Investment Fund | -
5%₹40 Cr9,822,917
↑ 9,822,917
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 13 | LT
5%₹39 Cr267,924
Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 18 | 500034
4%₹34 Cr83,934
Siemens Ltd (Industrials)
Equity, Since 31 Mar 19 | 500550
4%₹32 Cr213,966
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | ICICIBANK
4%₹31 Cr704,499
↓ -97,651
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jan 18 | ULTRACEMCO
4%₹30 Cr68,364
↑ 5,129
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | HDFCBANK
4%₹29 Cr236,928
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 13 | RELIANCE
4%₹29 Cr217,494
Berger Paints India Ltd (Basic Materials)
Equity, Since 28 Feb 18 | 509480
4%₹29 Cr663,774
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 18 | 532343
3%₹26 Cr612,948

3. 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 10.9% since its launch.  Ranked 6 in Large & Mid Cap category.  Return for 2018 was -0.2% , 2017 was 39.6% and 2016 was 3.3% .

Below is the key information for Invesco India Growth Opportunities Fund

Invesco India Growth Opportunities Fund
Growth
Launch Date 9 Aug 07
NAV (18 Oct 19) ₹35.29 ↑ 0.44   (1.26 %)
Net Assets (Cr) ₹1,659 on 31 Aug 19
Category Equity - Large & Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.16
Sharpe Ratio -0.67
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
30 Sep 14₹10,000
30 Sep 15₹11,206
30 Sep 16₹12,160
30 Sep 17₹14,582
30 Sep 18₹15,710
30 Sep 19₹16,873

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 ₹415,684.
Net Profit of ₹115,684
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 18 Oct 19

DurationReturns
1 Month 8.6%
3 Month 5.6%
6 Month 2.2%
1 Year 13.3%
3 Year 11.8%
5 Year 12.1%
10 Year
15 Year
Since launch 10.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 62.2%
Fund Manager information for Invesco India Growth Opportunities Fund
NameSinceTenure
Amit Ganatra23 Jun 144.77 Yr.
Taher Badshah10 Jan 172.22 Yr.

Data below for Invesco India Growth Opportunities Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services28.41%
Consumer Cyclical11.79%
Technology10.32%
Industrials10.03%
Health Care8.73%
Consumer Defensive8.59%
Basic Materials5.75%
Energy5.62%
Utility3.99%
Communication Services1.83%
Asset Allocation
Asset ClassValue
Cash4.54%
Equity95.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
8%₹129 Cr580,078
↑ 20,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
6%₹92 Cr732,851
↑ 63,246
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
5%₹83 Cr2,037,454
↑ 189,282
Triparty Repo
CBLO/Reverse Repo | -
5%₹76 Cr
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 13 | TCS
4%₹66 Cr293,897
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 17 | LT
4%₹65 Cr485,605
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KOTAKBANK
3%₹48 Cr333,667
Hexaware Technologies Ltd (Technology)
Equity, Since 31 Aug 18 | 532129
3%₹43 Cr1,120,084
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Jun 19 | 500696
3%₹43 Cr230,131
↑ 34,632
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jul 17 | CHOLAFIN
3%₹43 Cr1,604,767
↑ 271,303

4. 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 15.3% 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 Oct 19) ₹51.609 ↑ 0.40   (0.77 %)
Net Assets (Cr) ₹13,946 on 31 Aug 19
Category Equity - Multi Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio -0.46
Information Ratio 0.54
Alpha Ratio 1.67
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 14₹10,000
30 Sep 15₹11,075
30 Sep 16₹12,583
30 Sep 17₹15,262
30 Sep 18₹16,388
30 Sep 19₹17,572

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 ₹415,684.
Net Profit of ₹115,684
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 Oct 19

DurationReturns
1 Month 6.3%
3 Month 0.7%
6 Month 0.2%
1 Year 12.5%
3 Year 11.5%
5 Year 12.7%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 109.3%
Fund Manager information for Mirae Asset India Equity Fund 
NameSinceTenure
Neelesh Surana10 Mar 0811.48 Yr.
Harshad Borawake1 May 172.33 Yr.
Gaurav Misra31 Jan 190.58 Yr.

Data below for Mirae Asset India Equity Fund  as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services35.4%
Consumer Cyclical9.52%
Technology9.5%
Energy9.08%
Consumer Defensive8.5%
Industrials7.15%
Health Care6.95%
Basic Materials6.04%
Utility2.97%
Communication Services1.25%
Asset Allocation
Asset ClassValue
Cash3.62%
Equity96.37%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 09 | HDFCBANK
9%₹1,251 Cr5,613,742
↑ 251,116
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹883 Cr21,555,331
↑ 845,756
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 08 | RELIANCE
6%₹850 Cr6,805,705
↑ 445,905
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
4%₹621 Cr9,347,673
↑ 500,640
Infosys Ltd (Technology)
Equity, Since 31 May 08 | INFY
4%₹561 Cr6,880,800
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
4%₹557 Cr22,669,494
↑ 4,958,676
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹532 Cr4,002,345
↑ 547,536
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 09 | TCS
4%₹516 Cr2,284,972
State Bank of India (Financial Services)
Equity, Since 31 Jul 08 | SBIN
4%₹502 Cr18,343,291
↑ 1,814,716
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 08 | HDFC
3%₹397 Cr1,830,451

5. 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 19.9% 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 Oct 19) ₹54.03 ↑ 0.69   (1.29 %)
Net Assets (Cr) ₹7,759 on 31 Aug 19
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 -0.3
Information Ratio 1.27
Alpha Ratio 9.3
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 14₹10,000
30 Sep 15₹12,266
30 Sep 16₹15,111
30 Sep 17₹18,940
30 Sep 18₹19,271
30 Sep 19₹21,452

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 ₹470,047.
Net Profit of ₹170,047
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 Oct 19

DurationReturns
1 Month 5.7%
3 Month 1.9%
6 Month 0.8%
1 Year 14.6%
3 Year 11.4%
5 Year 17.3%
10 Year
15 Year
Since launch 19.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -5.4%
2017 49%
2016 12.2%
2015 14.1%
2014 84.6%
2013 8.6%
2012 45.6%
2011 -15.2%
2010
2009
Fund Manager information for Mirae Asset Emerging Bluechip Fund
NameSinceTenure
Neelesh Surana9 Jul 109.15 Yr.
Ankit Jain31 Jan 190.58 Yr.

Data below for Mirae Asset Emerging Bluechip Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services32.11%
Health Care13.12%
Consumer Cyclical12.46%
Basic Materials9.57%
Consumer Defensive8.24%
Technology7.77%
Industrials7.34%
Energy5.09%
Utility3.93%
Asset Allocation
Asset ClassValue
Cash0.36%
Equity99.64%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK
6%₹483 Cr11,800,939
↑ 720,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK
6%₹468 Cr2,098,870
↑ 153,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
4%₹294 Cr4,429,016
↑ 318,324
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
3%₹268 Cr2,143,513
Voltas Ltd (Industrials)
Equity, Since 31 Dec 14 | VOLTAS
3%₹257 Cr4,014,785
State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN
3%₹247 Cr9,037,029
↑ 2,059,381
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 15 | INDUSINDBK
3%₹246 Cr1,761,487
↑ 67,500
Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 29 Feb 16 | 500800
3%₹207 Cr7,430,829
↓ -1,240,978
Vinati Organics Ltd (Basic Materials)
Equity, Since 30 Sep 12 | 524200
2%₹192 Cr903,621
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 19 | LT
2%₹183 Cr1,380,582
↑ 228,997

6. 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 17.7% since its launch.  Ranked 68 in Multi Cap category.  Return for 2018 was 0.9% , 2017 was 37.8% and 2016 was -2% .

Below is the key information for Canara Robeco Equity Diversified

Canara Robeco Equity Diversified
Growth
Launch Date 16 Sep 03
NAV (18 Oct 19) ₹136.84 ↑ 1.03   (0.76 %)
Net Assets (Cr) ₹1,323 on 31 Aug 19
Category Equity - Multi Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.7
Sharpe Ratio -0.57
Information Ratio 0.11
Alpha Ratio 1.64
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 14₹10,000
30 Sep 15₹10,665
30 Sep 16₹11,354
30 Sep 17₹13,309
30 Sep 18₹14,319
30 Sep 19₹15,502

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

DurationReturns
1 Month 8.5%
3 Month 2.6%
6 Month 1.5%
1 Year 14.6%
3 Year 10.9%
5 Year 10%
10 Year
15 Year
Since launch 17.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 93%
Fund Manager information for Canara Robeco Equity Diversified
NameSinceTenure
Shridatta Bhandwaldar12 Jul 163.22 Yr.
Miyush Gandhi1 Oct 190 Yr.

Data below for Canara Robeco Equity Diversified as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services37.08%
Industrials12.74%
Technology9.31%
Consumer Defensive8.43%
Basic Materials8.38%
Health Care5.61%
Consumer Cyclical4.74%
Energy4.25%
Utility3.05%
Communication Services1.7%
Asset Allocation
Asset ClassValue
Cash4.7%
Equity95.29%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
9%₹118 Cr529,670
↑ 42,500
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
7%₹95 Cr2,308,550
↓ -125,000
Treps
CBLO/Reverse Repo | -
5%₹63 Cr
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
5%₹62 Cr761,188
↑ 182,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFC
5%₹61 Cr283,400
↑ 74,500
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
4%₹56 Cr425,200
↓ -73,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KOTAKBANK
4%₹55 Cr387,550
↑ 109,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
4%₹55 Cr831,600
↑ 144,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
4%₹49 Cr217,600
↑ 130,500
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 500696
4%₹48 Cr255,900
↑ 35,000

7. 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 16.1% since its launch.  Ranked 34 in Multi Cap category.  Return for 2018 was -0.4% , 2017 was 29.4% and 2016 was 3.3% .

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 (18 Oct 19) ₹25.9782 ↑ 0.25   (0.98 %)
Net Assets (Cr) ₹2,067 on 31 Aug 19
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.48
Sharpe Ratio -0.76
Information Ratio 0.3
Alpha Ratio -1.5
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 14₹10,000
30 Sep 15₹10,859
30 Sep 16₹12,452
30 Sep 17₹14,969
30 Sep 18₹16,606
30 Sep 19₹17,291

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 ₹415,684.
Net Profit of ₹115,684
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 18 Oct 19

DurationReturns
1 Month 4.7%
3 Month 3.3%
6 Month 2.6%
1 Year 10.8%
3 Year 10.9%
5 Year 12.7%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -0.4%
2017 29.4%
2016 3.3%
2015 8.9%
2014 44.8%
2013
2012
2011
2010
2009
Fund Manager information for Parag Parikh Long Term Equity Fund
NameSinceTenure
Raj Mehta27 Jan 163.01 Yr.
Rajeev Thakkar24 May 135.69 Yr.
Raunak Onkar24 May 135.69 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services33.53%
Technology23.5%
Consumer Cyclical20.99%
Consumer Defensive6.09%
Health Care5.84%
Basic Materials2.42%
Industrials1.66%
Utility1.1%
Asset Allocation
Asset ClassValue
Cash4.87%
Equity95.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Alphabet Inc Class C (Technology)
Equity, Since 31 Oct 15 | GOOG
10%₹222 Cr25,536
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK
10%₹211 Cr1,719,306
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 500490
8%₹171 Cr475,775
↑ 35,588
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532215
5%₹120 Cr1,756,179
↑ 150,000
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO
5%₹113 Cr416,863
↑ 10,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK
5%₹111 Cr2,566,468
↑ 200,000
Suzuki Motor Corp ADR (Consumer Cyclical)
Equity, Since 31 Dec 17 | SZKMY
5%₹109 Cr91,485
Facebook Inc A (Technology)
Equity, Since 31 Jul 17 | FB
5%₹106 Cr84,923
↑ 7,455
Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN
5%₹106 Cr8,654
↑ 1,293
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 14 | PERSISTENT
5%₹101 Cr1,777,636
↑ 57,180

8. 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 16.2% since its launch.  Ranked 38 in Large Cap category.  Return for 2018 was -4% , 2017 was 37% and 2016 was -5.5% .

Below is the key information for BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund
Growth
Launch Date 23 Sep 04
NAV (18 Oct 19) ₹95.62 ↑ 0.63   (0.66 %)
Net Assets (Cr) ₹748 on 31 Aug 19
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.46
Sharpe Ratio -0.14
Information Ratio -0.37
Alpha Ratio 4.81
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 14₹10,000
30 Sep 15₹11,088
30 Sep 16₹11,780
30 Sep 17₹13,435
30 Sep 18₹13,668
30 Sep 19₹15,771

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

DurationReturns
1 Month 9.1%
3 Month 5.7%
6 Month 8.5%
1 Year 21%
3 Year 10.7%
5 Year 10.4%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 56.8%
Fund Manager information for BNP Paribas Large Cap Fund
NameSinceTenure
Abhijeet Dey16 Nov 162.54 Yr.
Karthikraj Lakshmanan7 Oct 162.65 Yr.

Data below for BNP Paribas Large Cap Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services38.94%
Consumer Defensive13.15%
Technology9.81%
Basic Materials9.62%
Energy8.47%
Industrials8.24%
Consumer Cyclical2.87%
Communication Services2.47%
Asset Allocation
Asset ClassValue
Cash9.64%
Equity90.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
10%₹75 Cr615,000
↓ -25,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
8%₹62 Cr1,432,000
↓ -243,000
Net Receivables / (Payables)
Net Current Assets | -
6%₹47 Cr
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
6%₹47 Cr580,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
5%₹41 Cr600,000
↑ 150,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
5%₹41 Cr305,000
↓ -30,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 13 | ULTRACEMCO
5%₹37 Cr85,000
↑ 20,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK
4%₹35 Cr215,000
↑ 65,000
Siemens Ltd (Industrials)
Equity, Since 28 Feb 19 | 500550
4%₹29 Cr192,000
↑ 60,000
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Sep 14 | 500820
3%₹26 Cr150,000

9. Kotak Standard Multicap Fund

(Erstwhile Kotak Select Focus Fund)

The investment objective of the scheme is to generate long term appreciation from the portfolio of equity and equity related sectors, generally focussed on few selected sectors.

Kotak Standard Multicap Fund is a Equity - Multi Cap fund was launched on 11 Sep 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.5% since its launch.  Ranked 3 in Multi Cap category.  Return for 2018 was -0.9% , 2017 was 34.3% and 2016 was 9.4% .

Below is the key information for Kotak Standard Multicap Fund

Kotak Standard Multicap Fund
Growth
Launch Date 11 Sep 09
NAV (18 Oct 19) ₹35.876 ↑ 0.27   (0.76 %)
Net Assets (Cr) ₹25,385 on 31 Aug 19
Category Equity - Multi Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.01
Sharpe Ratio -0.46
Information Ratio 0.11
Alpha Ratio 3.77
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 14₹10,000
30 Sep 15₹11,565
30 Sep 16₹13,328
30 Sep 17₹15,820
30 Sep 18₹16,519
30 Sep 19₹17,965

Kotak Standard Multicap 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 Kotak Standard Multicap 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 Oct 19

DurationReturns
1 Month 6.5%
3 Month 1.3%
6 Month 0.5%
1 Year 14.1%
3 Year 10%
5 Year 13%
10 Year
15 Year
Since launch 13.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -0.9%
2017 34.3%
2016 9.4%
2015 3%
2014 57.9%
2013 6.1%
2012 33.5%
2011 -22.3%
2010 20%
2009
Fund Manager information for Kotak Standard Multicap Fund
NameSinceTenure
Harsha Upadhyaya4 Aug 127.08 Yr.

Data below for Kotak Standard Multicap Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services35.14%
Industrials11.38%
Energy10.15%
Basic Materials9.74%
Technology8.5%
Consumer Cyclical5.76%
Consumer Defensive3.96%
Utility3.13%
Health Care1.85%
Asset Allocation
Asset ClassValue
Cash7.47%
Equity92.51%
Debt0.01%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Triparty Repo
CBLO/Reverse Repo | -
10%₹2,503 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK
7%₹1,659 Cr40,500,000
↑ 1,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
6%₹1,630 Cr7,315,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 16 | RELIANCE
6%₹1,623 Cr13,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT
5%₹1,262 Cr9,500,000
↑ 300,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532215
5%₹1,185 Cr17,850,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
4%₹1,119 Cr13,730,562
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 18 | TCS
4%₹994 Cr4,400,000
↑ 200,000
Cash Offset For Derivatives
Derivative Margin | -
3%-₹736 Cr73,579
↑ 15,300
Cnx Nifty-Sep2019
- | -
3%₹702 Cr634,650
↑ 634,650

10. 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 12.3% since its launch.  Ranked 42 in Multi Cap category.  Return for 2018 was -7.5% , 2017 was 40% and 2016 was 4.1% .

Below is the key information for DSP BlackRock Equity Fund

DSP BlackRock Equity Fund
Growth
Launch Date 7 Jun 07
NAV (18 Oct 19) ₹41.738 ↑ 0.36   (0.88 %)
Net Assets (Cr) ₹2,540 on 31 Aug 19
Category Equity - Multi Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.43
Sharpe Ratio -0.35
Information Ratio 0.01
Alpha Ratio 7.38
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹10,684
30 Sep 16₹12,292
30 Sep 17₹14,183
30 Sep 18₹14,141
30 Sep 19₹16,511

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 ₹405,518.
Net Profit of ₹105,518
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 18 Oct 19

DurationReturns
1 Month 9.4%
3 Month 7.2%
6 Month 6.2%
1 Year 21.9%
3 Year 9.9%
5 Year 11.5%
10 Year
15 Year
Since launch 12.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -7.5%
2017 40%
2016 4.1%
2015 -0.7%
2014 53%
2013 0.1%
2012 33.3%
2011 -23.9%
2010 19.8%
2009 90.7%
Fund Manager information for DSP BlackRock Equity Fund
NameSinceTenure
Atul Bhole1 Jun 163 Yr.

Data below for DSP BlackRock Equity Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services42.92%
Basic Materials11.14%
Consumer Cyclical9.22%
Industrials8.19%
Consumer Defensive7.63%
Health Care7.58%
Technology6.53%
Energy2.55%
Real Estate2.48%
Asset Allocation
Asset ClassValue
Cash4.15%
Equity95.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | ICICIBANK
8%₹206 Cr5,018,776
↑ 120,148
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
8%₹201 Cr602,598
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
7%₹179 Cr803,122
↑ 11,234
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
5%₹122 Cr853,237
↑ 82,958
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
4%₹110 Cr1,650,965
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | 500696
4%₹106 Cr565,490
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Jun 16 | 500820
4%₹92 Cr570,004
↓ -64,317
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
3%₹83 Cr366,229
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 May 19 | INDUSINDBK
3%₹71 Cr506,512
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
2%₹63 Cr

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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