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Fincash » Mutual Funds » Best SIP Plans for 3 Year

Best SIP Plans for 3 Year Investment 2021

Updated on January 14, 2021 , 19955 views

Best SIP Plans? How to choose them? These are some of the common questions that occur in the mind of investors when thinking of investing in Mutual Funds through a SIP or Systematic Investment plan. SIP investment is one of the most disciplined Investing options when investing in Mutual Funds. Moreover, the minimum amount of investing in a SIP Mutual Fund is as less as INR 500. This makes investing in Top SIP plans much convenient.

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Best SIP Plans for 3 Year Investment in FY 21 - 22

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
UTI Equity Fund Growth ₹205.357
↓ -2.81
₹13,54627.645.73215.517.131.5
Axis Bluechip Fund Growth ₹38.76
↓ -0.48
₹20,48022.932.819.414.916.619.7
Canara Robeco Bluechip Equity Fund Growth ₹34.35
↓ -0.42
₹1,12222.333.623.814.416.323.1
Parag Parikh Long Term Equity Fund Growth ₹35.8125
↓ -0.34
₹5,75712.226.931.214.31732.3
Canara Robeco Equity Diversified Growth ₹177.79
↓ -2.12
₹2,78020.133.322.61215.522.2
Mirae Asset Emerging Bluechip Fund Growth ₹74.143
↓ -0.76
₹13,4052740.224.910.920.122.4
UTI Value Opportunities Fund Growth ₹80.7142
↓ -0.79
₹4,93127.939.522.31013.919
Kotak Bluechip Fund Growth ₹304.357
↓ -3.37
₹1,94422.135.318.59.913.916.4
BNP Paribas Large Cap Fund Growth ₹117.41
↓ -1.47
₹98722.931.2189.813.616.8
DSP BlackRock Equity Fund Growth ₹52.414
↓ -0.61
₹4,31427.93619.69.315.618.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Jan 21

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

1. UTI Equity Fund

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

UTI Equity Fund is a Equity - Multi Cap fund was launched on 18 May 92. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.4% since its launch.  Ranked 54 in Multi Cap category.  Return for 2020 was 31.5% , 2019 was 11.7% and 2018 was 3.5% .

Below is the key information for UTI Equity Fund

UTI Equity Fund
Growth
Launch Date 18 May 92
NAV (15 Jan 21) ₹205.357 ↓ -2.81   (-1.35 %)
Net Assets (Cr) ₹13,546 on 30 Nov 20
Category Equity - Multi Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio 0.65
Information Ratio 1.4
Alpha Ratio 10.78
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 15₹10,000
31 Dec 16₹10,114
31 Dec 17₹13,157
31 Dec 18₹13,621
31 Dec 19₹15,218
31 Dec 20₹20,019

UTI Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for UTI Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Jan 21

DurationReturns
1 Month 7.8%
3 Month 27.6%
6 Month 45.7%
1 Year 32%
3 Year 15.5%
5 Year 17.1%
10 Year
15 Year
Since launch 13.4%
Historical performance (Yearly) on absolute basis
YearReturns
2020 31.5%
2019 11.7%
2018 3.5%
2017 30.1%
2016 1.1%
2015 0.9%
2014 46.8%
2013 7.6%
2012 32.2%
2011 -19.1%
Fund Manager information for UTI Equity Fund
NameSinceTenure
Ajay Tyagi11 Jan 164.98 Yr.

Data below for UTI Equity Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services26.13%
Consumer Cyclical17.03%
Technology14.44%
Health Care13.85%
Industrials8.38%
Basic Materials6.6%
Communication Services6.05%
Consumer Defensive5.75%
Asset Allocation
Asset ClassValue
Cash1.76%
Equity98.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 17 | 500034
7%₹982 Cr1,853,670
↓ -71,200
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 07 | HDFCBANK
6%₹853 Cr5,940,392
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Aug 18 | 540005
5%₹698 Cr1,906,100
↓ -62,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
5%₹692 Cr3,468,286
↓ -124,500
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 15 | HDFC
4%₹643 Cr2,512,088
Infosys Ltd (Technology)
Equity, Since 31 May 07 | INFY
4%₹610 Cr4,856,774
Astral Poly Technik Ltd (Industrials)
Equity, Since 31 Mar 16 | ASTRAL
3%₹519 Cr2,911,866
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Dec 06 | TCS
3%₹471 Cr1,644,194
↓ -65,000
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 16 | NAUKRI
3%₹461 Cr968,296
↓ -33,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | 540376
3%₹393 Cr1,422,937
↑ 54,647

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 13.1% since its launch.  Ranked 58 in Large Cap category.  Return for 2020 was 19.7% , 2019 was 18.6% and 2018 was 6.5% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (15 Jan 21) ₹38.76 ↓ -0.48   (-1.22 %)
Net Assets (Cr) ₹20,480 on 30 Nov 20
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 0.4
Information Ratio 0.45
Alpha Ratio 3.12
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹9,638
31 Dec 17₹13,304
31 Dec 18₹14,174
31 Dec 19₹16,807
31 Dec 20₹20,121

Axis Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Axis Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Jan 21

DurationReturns
1 Month 4.9%
3 Month 22.9%
6 Month 32.8%
1 Year 19.4%
3 Year 14.9%
5 Year 16.6%
10 Year
15 Year
Since launch 13.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 19.7%
2019 18.6%
2018 6.5%
2017 38%
2016 -3.6%
2015 -1.2%
2014 40.8%
2013 13.5%
2012 31.7%
2011 -22.6%
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 164.11 Yr.
Hitesh Das2 Nov 200.16 Yr.

Data below for Axis Bluechip Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services40.21%
Technology16.68%
Consumer Defensive11.99%
Health Care7.58%
Basic Materials7.5%
Energy5.58%
Consumer Cyclical5.53%
Communication Services2.72%
Asset Allocation
Asset ClassValue
Cash1.53%
Equity98.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
10%₹2,190 Cr15,250,000
↓ -300,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
10%₹2,160 Cr4,080,000
↓ -250,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
9%₹2,006 Cr15,970,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
8%₹1,694 Cr8,486,800
↑ 296,800
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
6%₹1,426 Cr4,980,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
6%₹1,366 Cr25,527,875
↑ 2,592,875
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
6%₹1,255 Cr6,323,520
↑ 283,520
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹1,230 Cr4,450,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC
5%₹1,068 Cr4,173,200
↑ 1,593,200
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 19 | MARUTI
3%₹736 Cr961,500
↑ 149,500

3. Canara Robeco Bluechip Equity Fund

(Erstwhile Canara Robeco Large Cap+ Fund)

The Investment Objective of the fund is to provide capital appreciation by predominantly investing in companies having a large market capitalization. However, there can be no assurance that the investment objective of the scheme will be realized.

Canara Robeco Bluechip Equity Fund is a Equity - Large Cap fund was launched on 20 Aug 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.6% since its launch.  Ranked 52 in Large Cap category.  Return for 2020 was 23.1% , 2019 was 15.7% and 2018 was 3.4% .

Below is the key information for Canara Robeco Bluechip Equity Fund

Canara Robeco Bluechip Equity Fund
Growth
Launch Date 20 Aug 10
NAV (15 Jan 21) ₹34.35 ↓ -0.42   (-1.21 %)
Net Assets (Cr) ₹1,122 on 30 Nov 20
Category Equity - Large Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.56
Sharpe Ratio 0.5
Information Ratio 0.89
Alpha Ratio 5.95
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 15₹10,000
31 Dec 16₹10,189
31 Dec 17₹13,384
31 Dec 18₹13,838
31 Dec 19₹16,008
31 Dec 20₹19,699

Canara Robeco Bluechip Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Canara Robeco Bluechip Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Jan 21

DurationReturns
1 Month 6.5%
3 Month 22.3%
6 Month 33.6%
1 Year 23.8%
3 Year 14.4%
5 Year 16.3%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 23.1%
2019 15.7%
2018 3.4%
2017 31.4%
2016 1.9%
2015 -0.5%
2014 35.9%
2013 5%
2012 28.4%
2011 -12.8%
Fund Manager information for Canara Robeco Bluechip Equity Fund
NameSinceTenure
Shridatta Bhandwaldar12 Jul 164.48 Yr.
Sanjay Bembalkar1 Oct 191.25 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services33.22%
Technology16.31%
Consumer Cyclical9.08%
Consumer Defensive8.22%
Energy7.64%
Health Care6.8%
Basic Materials5.95%
Industrials4.15%
Communication Services3.11%
Utility1.8%
Asset Allocation
Asset ClassValue
Cash3.71%
Equity96.29%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | HDFCBANK
9%₹118 Cr819,700
↑ 95,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 10 | INFY
8%₹111 Cr884,142
↑ 120,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
7%₹100 Cr1,870,600
↑ 150,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 17 | RELIANCE
7%₹94 Cr472,250
↑ 61,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFC
5%₹65 Cr253,450
↑ 15,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
4%₹49 Cr172,050
HCL Technologies Ltd (Technology)
Equity, Since 31 Jul 20 | HCLTECH
4%₹48 Cr507,000
↑ 60,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
3%₹43 Cr80,934
↓ -3,266
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹43 Cr689,200
↑ 180,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
3%₹42 Cr833,316
↑ 225,000

4. 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 18.2% since its launch.  Ranked 34 in Multi Cap category.  Return for 2020 was 32.3% , 2019 was 14.4% and 2018 was -0.4% .

Below is the key information for Parag Parikh Long Term Equity Fund

Parag Parikh Long Term Equity Fund
Growth
Launch Date 24 May 13
NAV (15 Jan 21) ₹35.8125 ↓ -0.34   (-0.93 %)
Net Assets (Cr) ₹5,757 on 30 Nov 20
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio 0.81
Information Ratio 0.82
Alpha Ratio 14.88
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹10,328
31 Dec 17₹13,360
31 Dec 18₹13,303
31 Dec 19₹15,223
31 Dec 20₹20,139

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 ₹458,689.
Net Profit of ₹158,689
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 15 Jan 21

DurationReturns
1 Month 3.8%
3 Month 12.2%
6 Month 26.9%
1 Year 31.2%
3 Year 14.3%
5 Year 17%
10 Year
15 Year
Since launch 18.2%
Historical performance (Yearly) on absolute basis
YearReturns
2020 32.3%
2019 14.4%
2018 -0.4%
2017 29.4%
2016 3.3%
2015 8.9%
2014 44.8%
2013
2012
2011
Fund Manager information for Parag Parikh Long Term Equity Fund
NameSinceTenure
Raj Mehta27 Jan 164.93 Yr.
Rajeev Thakkar24 May 137.61 Yr.
Raunak Onkar24 May 137.61 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services27.73%
Technology20.48%
Consumer Cyclical17.04%
Communication Services13.06%
Consumer Defensive10.01%
Health Care5.86%
Asset Allocation
Asset ClassValue
Cash5.81%
Equity94.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Alphabet Inc Class C (Communication Services)
Equity, Since 31 Oct 15 | GOOG
8%₹530 Cr41,688
↑ 4,220
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
8%₹506 Cr24,218,091
↑ 500,000
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 14 | PERSISTENT
7%₹449 Cr2,958,527
Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN
6%₹406 Cr16,923
↑ 1,600
Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSFT
6%₹386 Cr238,030
↑ 35,350
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 500490
6%₹377 Cr1,225,445
↑ 73,866
Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Jul 20 | 540750
5%₹320 Cr14,035,528
↑ 478,979
Facebook Inc A (Communication Services)
Equity, Since 31 Jul 17 | FB
5%₹305 Cr153,639
↑ 29,290
Mphasis Ltd (Technology)
Equity, Since 30 Jun 13 | 526299
5%₹301 Cr1,955,578
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO
5%₹295 Cr947,207

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 18.1% since its launch.  Ranked 68 in Multi Cap category.  Return for 2020 was 22.2% , 2019 was 12.3% and 2018 was 0.9% .

Below is the key information for Canara Robeco Equity Diversified

Canara Robeco Equity Diversified
Growth
Launch Date 16 Sep 03
NAV (15 Jan 21) ₹177.79 ↓ -2.12   (-1.18 %)
Net Assets (Cr) ₹2,780 on 30 Nov 20
Category Equity - Multi Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio 0.51
Information Ratio 0.73
Alpha Ratio 5.25
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 15₹10,000
31 Dec 16₹9,803
31 Dec 17₹13,505
31 Dec 18₹13,624
31 Dec 19₹15,297
31 Dec 20₹18,698

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 ₹447,579.
Net Profit of ₹147,579
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 15 Jan 21

DurationReturns
1 Month 5.8%
3 Month 20.1%
6 Month 33.3%
1 Year 22.6%
3 Year 12%
5 Year 15.5%
10 Year
15 Year
Since launch 18.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 22.2%
2019 12.3%
2018 0.9%
2017 37.8%
2016 -2%
2015 0.1%
2014 39.7%
2013 4.3%
2012 31.3%
2011 -15.9%
Fund Manager information for Canara Robeco Equity Diversified
NameSinceTenure
Shridatta Bhandwaldar12 Jul 164.48 Yr.
Miyush Gandhi1 Oct 191.25 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services33.82%
Technology13.9%
Consumer Cyclical10.39%
Basic Materials8.63%
Health Care7.91%
Industrials7.48%
Energy5.38%
Consumer Defensive4.93%
Utility2.13%
Communication Services1.91%
Asset Allocation
Asset ClassValue
Cash3.51%
Equity96.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
7%₹223 Cr1,552,340
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
7%₹218 Cr4,065,550
↑ 325,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
7%₹214 Cr1,707,188
↑ 50,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
5%₹164 Cr827,400
↑ 25,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
4%₹109 Cr380,100
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFC
3%₹106 Cr415,900
↑ 45,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
3%₹99 Cr187,035
↓ -27,465
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹95 Cr1,528,600
↑ 175,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 500696
3%₹85 Cr355,400
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
2%₹71 Cr750,000
↑ 80,000

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 21% since its launch.  Return for 2020 was 22.4% , 2019 was 14.7% and 2018 was -5.4% .

Below is the key information for Mirae Asset Emerging Bluechip Fund

Mirae Asset Emerging Bluechip Fund
Growth
Launch Date 9 Jul 10
NAV (15 Jan 21) ₹74.143 ↓ -0.76   (-1.02 %)
Net Assets (Cr) ₹13,405 on 30 Nov 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 0.48
Information Ratio 0.92
Alpha Ratio 2.2
Min Investment 5,000
Min SIP Investment 0
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹11,217
31 Dec 17₹16,714
31 Dec 18₹15,808
31 Dec 19₹18,135
31 Dec 20₹22,196

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 ₹505,644.
Net Profit of ₹205,644
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 15 Jan 21

DurationReturns
1 Month 7.5%
3 Month 27%
6 Month 40.2%
1 Year 24.9%
3 Year 10.9%
5 Year 20.1%
10 Year
15 Year
Since launch 21%
Historical performance (Yearly) on absolute basis
YearReturns
2020 22.4%
2019 14.7%
2018 -5.4%
2017 49%
2016 12.2%
2015 14.1%
2014 84.6%
2013 8.6%
2012 45.6%
2011 -15.2%
Fund Manager information for Mirae Asset Emerging Bluechip Fund
NameSinceTenure
Neelesh Surana9 Jul 1010.49 Yr.
Ankit Jain31 Jan 191.92 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services33.98%
Consumer Cyclical9.97%
Technology9.76%
Health Care9.66%
Industrials8.41%
Consumer Defensive7.87%
Basic Materials7.1%
Energy4.94%
Communication Services3.39%
Utility2.06%
Asset Allocation
Asset ClassValue
Cash1.27%
Equity98.73%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK
7%₹1,018 Cr7,090,544
↑ 140,000
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK
7%₹938 Cr17,524,841
↑ 662,500
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
5%₹766 Cr6,097,584
↑ 48,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
5%₹693 Cr11,165,088
↑ 905,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
3%₹484 Cr9,504,000
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 18 | 500271
3%₹424 Cr6,283,046
State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN
3%₹407 Cr14,810,277
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 19 | TCS
3%₹396 Cr1,385,005
Voltas Ltd (Industrials)
Equity, Since 31 Dec 14 | VOLTAS
2%₹347 Cr4,207,977
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
2%₹326 Cr1,644,196
↑ 245,000

7. UTI Value Opportunities Fund

(Erstwhile UTI Opportunities Fund)

This scheme seeks to generate capital appreciation and/or income distribution by investing the funds of the scheme in equity shares and equity-related instruments. The main focus of this scheme is to capitalize on opportunities arising in the market by responding to the dynamically changing Indian economy by moving its investments amongst different sectors as prevailing trends change.

UTI Value Opportunities Fund is a Equity - Value fund was launched on 20 Jul 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.4% since its launch.  Ranked 82 in Value category.  Return for 2020 was 19% , 2019 was 10.4% and 2018 was -2.4% .

Below is the key information for UTI Value Opportunities Fund

UTI Value Opportunities Fund
Growth
Launch Date 20 Jul 05
NAV (15 Jan 21) ₹80.7142 ↓ -0.79   (-0.97 %)
Net Assets (Cr) ₹4,931 on 30 Nov 20
Category Equity - Value
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio 0.39
Information Ratio 0.35
Alpha Ratio 2
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 15₹10,000
31 Dec 16₹10,260
31 Dec 17₹13,245
31 Dec 18₹12,922
31 Dec 19₹14,265
31 Dec 20₹16,978

UTI Value 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 ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for UTI Value 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 15 Jan 21

DurationReturns
1 Month 7.8%
3 Month 27.9%
6 Month 39.5%
1 Year 22.3%
3 Year 10%
5 Year 13.9%
10 Year
15 Year
Since launch 14.4%
Historical performance (Yearly) on absolute basis
YearReturns
2020 19%
2019 10.4%
2018 -2.4%
2017 29.1%
2016 2.6%
2015 -5.9%
2014 41.2%
2013 5.9%
2012 27.3%
2011 -12.1%
Fund Manager information for UTI Value Opportunities Fund
NameSinceTenure
Vetri Subramaniam13 Feb 173.88 Yr.
Amit Premchandani1 Feb 182.92 Yr.

Data below for UTI Value Opportunities Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services30.2%
Consumer Cyclical13.69%
Technology12.89%
Health Care10.78%
Industrials7.37%
Basic Materials5.78%
Consumer Defensive5.35%
Utility4.93%
Communication Services4.04%
Energy2.14%
Real Estate2.02%
Asset Allocation
Asset ClassValue
Cash0.82%
Equity99.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFCBANK
9%₹485 Cr3,378,357
↓ -7,217
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
9%₹479 Cr3,811,112
↓ -14,693
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | ICICIBANK
9%₹446 Cr8,329,719
↓ -20,281
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹252 Cr4,069,468
↓ -18,315
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹210 Cr4,120,451
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 18 | ITC
4%₹189 Cr9,024,627
↓ -28,780
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 19 | TATASTEEL
3%₹133 Cr2,067,382
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Aug 18 | EICHERMOT
2%₹127 Cr500,000
↑ 21,513
State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN
2%₹119 Cr4,338,240
↓ -42,391
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | MARUTI
2%₹108 Cr141,248
↓ -1,252

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 2020 was 16.4% , 2019 was 14.2% and 2018 was -2.1% .

Below is the key information for Kotak Bluechip Fund

Kotak Bluechip Fund
Growth
Launch Date 29 Dec 98
NAV (15 Jan 21) ₹304.357 ↓ -3.37   (-1.09 %)
Net Assets (Cr) ₹1,944 on 30 Nov 20
Category Equity - Large Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 0.31
Information Ratio -0.57
Alpha Ratio 0.95
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹10,293
31 Dec 17₹13,297
31 Dec 18₹13,017
31 Dec 19₹14,864
31 Dec 20₹17,298

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 ₹426,080.
Net Profit of ₹126,080
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 15 Jan 21

DurationReturns
1 Month 6.9%
3 Month 22.1%
6 Month 35.3%
1 Year 18.5%
3 Year 9.9%
5 Year 13.9%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2020 16.4%
2019 14.2%
2018 -2.1%
2017 29.2%
2016 2.9%
2015 3.8%
2014 42.5%
2013 4.3%
2012 23.4%
2011 -18.5%
Fund Manager information for Kotak Bluechip Fund
NameSinceTenure
Harish Krishnan1 Jan 147 Yr.

Data below for Kotak Bluechip Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services32.08%
Technology16.7%
Consumer Defensive10.08%
Energy9.09%
Consumer Cyclical8.9%
Industrials6.29%
Basic Materials5.55%
Health Care3.63%
Utility2.48%
Communication Services2.22%
Real Estate1.3%
Asset Allocation
Asset ClassValue
Cash1.16%
Equity98.84%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
8%₹167 Cr1,160,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 04 | INFY
8%₹166 Cr1,325,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 06 | RELIANCE
8%₹161 Cr810,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹155 Cr2,900,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 17 | TCS
6%₹126 Cr439,596
↓ -5,404
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 500696
5%₹98 Cr410,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFC
3%₹67 Cr260,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
3%₹66 Cr330,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 12 | LT
3%₹61 Cr470,000
↓ -55,000
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 13 | 532215
3%₹53 Cr850,000

9. 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 16.3% since its launch.  Ranked 38 in Large Cap category.  Return for 2020 was 16.8% , 2019 was 17.2% and 2018 was -4% .

Below is the key information for BNP Paribas Large Cap Fund

BNP Paribas Large Cap Fund
Growth
Launch Date 23 Sep 04
NAV (15 Jan 21) ₹117.41 ↓ -1.47   (-1.24 %)
Net Assets (Cr) ₹987 on 30 Nov 20
Category Equity - Large Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio 0.28
Information Ratio -0.29
Alpha Ratio 0.05
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹9,450
31 Dec 17₹12,951
31 Dec 18₹12,438
31 Dec 19₹14,575
31 Dec 20₹17,029

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 ₹426,080.
Net Profit of ₹126,080
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 15 Jan 21

DurationReturns
1 Month 6.3%
3 Month 22.9%
6 Month 31.2%
1 Year 18%
3 Year 9.8%
5 Year 13.6%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2020 16.8%
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%
Fund Manager information for BNP Paribas Large Cap Fund
NameSinceTenure
Abhijeet Dey16 Nov 164.13 Yr.
Karthikraj Lakshmanan7 Oct 164.24 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services35.92%
Technology17.43%
Consumer Defensive13.09%
Basic Materials7.61%
Energy5.61%
Health Care5.3%
Consumer Cyclical4.33%
Communication Services4.12%
Industrials3.37%
Utility1.68%
Asset Allocation
Asset ClassValue
Cash1.52%
Equity98.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
9%₹91 Cr635,000
↓ -50,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 12 | ICICIBANK
9%₹89 Cr1,670,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
8%₹85 Cr680,000
↓ -60,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 17 | RELIANCE
6%₹59 Cr297,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | KOTAKBANK
5%₹55 Cr275,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 08 | BHARTIARTL
4%₹43 Cr850,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | 540376
4%₹43 Cr155,525
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 18 | TCS
4%₹37 Cr130,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 13 | ULTRACEMCO
3%₹34 Cr64,000
↑ 14,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | 500696
3%₹30 Cr125,000

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 12.9% since its launch.  Ranked 42 in Multi Cap category.  Return for 2020 was 18.7% , 2019 was 17% and 2018 was -7.5% .

Below is the key information for DSP BlackRock Equity Fund

DSP BlackRock Equity Fund
Growth
Launch Date 7 Jun 07
NAV (15 Jan 21) ₹52.414 ↓ -0.61   (-1.16 %)
Net Assets (Cr) ₹4,314 on 30 Nov 20
Category Equity - Multi Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio 0.39
Information Ratio 0.2
Alpha Ratio 2.33
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹10,405
31 Dec 17₹14,571
31 Dec 18₹13,480
31 Dec 19₹15,777
31 Dec 20₹18,733

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 ₹447,579.
Net Profit of ₹147,579
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 15 Jan 21

DurationReturns
1 Month 6.1%
3 Month 27.9%
6 Month 36%
1 Year 19.6%
3 Year 9.3%
5 Year 15.6%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 18.7%
2019 17%
2018 -7.5%
2017 40%
2016 4.1%
2015 -0.7%
2014 53%
2013 0.1%
2012 33.3%
2011 -23.9%
Fund Manager information for DSP BlackRock Equity Fund
NameSinceTenure
Atul Bhole1 Jun 164.59 Yr.
Abhishek Ghosh1 Jan 210 Yr.

Data below for DSP BlackRock Equity Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services34.81%
Basic Materials13.61%
Consumer Cyclical10.01%
Technology9.72%
Industrials7.07%
Health Care6.72%
Consumer Defensive5.81%
Utility3.85%
Communication Services3.17%
Energy3.07%
Real Estate1.68%
Asset Allocation
Asset ClassValue
Cash0.48%
Equity99.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | ICICIBANK
8%₹358 Cr6,695,467
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
7%₹332 Cr2,312,227
Infosys Ltd (Technology)
Equity, Since 30 Jun 20 | INFY
4%₹192 Cr1,532,258
↑ 38,932
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
4%₹163 Cr307,588
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
3%₹146 Cr2,872,738
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 17 | ULTRACEMCO
3%₹144 Cr272,899
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Aug 19 | 500124
3%₹135 Cr259,790
↑ 17,058
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 18 | 540376
3%₹133 Cr481,457
↑ 63,070
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 20 | 533398
3%₹125 Cr1,030,623
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
3%₹122 Cr425,083

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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