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11 Best Performing SIP Plans for 5 Year Investment 2020 | Fincash.com

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Best SIP Plans for 5 Year Investment 2020

Updated on January 26, 2020 , 28303 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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Why do a SIP Investment?

Once you begin investing monthly in a SIP investment, your money starts growing each day (being invested in the stock market). SIP plans ensure that your money is not only saved but it grows as well. As the value of commodities is increasing each day, don’t you think the value of your money should increase as well? Well, SIP Mutual Funds do it for you.

Investors can fulfil all their goals with a SIP. Be it marriage or buying a new vehicle, SIP makes it easy for you. You can simply start investing as per your goals (short-term or long-term) and attain an increase in wealth after a certain period of time. There is a tool called sip calculator using which you can even calculate the amount you need to invest to achieve a certain goal.

Benefits-of-SIP-Investment

Best SIP Plans for 5 Year Investment in FY 20 - 21

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
SBI Banking & Financial Services Fund Growth ₹20.1117
↑ 0.01
₹1,409 500 811.526.919.9 20.7
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹35.8251
↓ -0.39
₹1,148 500 11.88.625.718.114.134.2
Axis Bluechip Fund Growth ₹32.05
↓ -0.10
₹10,212 500 3.210.821.3189.418.6
Axis Mid Cap Fund Growth ₹41.41
↑ 0.18
₹4,141 1,000 7.218.82317.41011.3
Mirae Asset Great Consumer Fund Growth ₹38.235
↓ -0.28
₹961 1,000 4.616.916.617.311.38.6
TATA India Consumer Fund Growth ₹18.1138
↓ -0.04
₹1,287 500 1.913.99.517.2 -2
Axis Focused 25 Fund Growth ₹31.12
↓ -0.06
₹9,110 1,000 4.613.224.316.911.314.7
HDFC Balanced Advantage Fund Growth ₹188.872
↑ 2.91
₹37,850 500 2.9-1.23.116.615.5
SBI Focused Equity Fund Growth ₹157.153
↓ -0.57
₹6,924 500 6.812.324.116.310.916.1
Axis Long Term Equity Fund Growth ₹49.9651
↓ -0.01
₹21,473 500 4.113.323.815.910.114.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jan 20
*Funds mentioned are considering best CAGR returns for over 3 years and fund having atleast have market history (Fund age) of 3 year and have minimum 500 Crore of asset under management.

1. SBI Banking & Financial Services Fund

The investment objective of the scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. However, there can be no assurance that the investment objective of the Scheme will be realized.

SBI Banking & Financial Services Fund is a Equity - Sectoral fund was launched on 26 Feb 15. It is a fund with High risk and has given a CAGR/Annualized return of 15.3% since its launch.  Return for 2019 was 20.7% , 2018 was 9.5% and 2017 was 40.7% .

Below is the key information for SBI Banking & Financial Services Fund

SBI Banking & Financial Services Fund
Growth
Launch Date 26 Feb 15
NAV (28 Jan 20) ₹20.1117 ↑ 0.01   (0.03 %)
Net Assets (Cr) ₹1,409 on 31 Dec 19
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating Not Rated
Risk High
Expense Ratio 2.74
Sharpe Ratio 1.03
Information Ratio -0.48
Alpha Ratio -3.45
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₹9,239
31 Dec 16₹10,812
31 Dec 17₹15,212
31 Dec 18₹16,663
31 Dec 19₹20,117

SBI Banking & Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for SBI Banking & Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 20

DurationReturns
1 Month -0.9%
3 Month 8%
6 Month 11.5%
1 Year 26.9%
3 Year 19.9%
5 Year
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 20.7%
2017 9.5%
2016 40.7%
2015 17%
2014
2013
2012
2011
2010
2009
Fund Manager information for SBI Banking & Financial Services Fund
NameSinceTenure
Milind Agrawal1 Aug 190.42 Yr.

Data below for SBI Banking & Financial Services Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services95.54%
Asset Allocation
Asset ClassValue
Cash3.23%
Equity96.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK
24%₹336 Cr2,638,360
↑ 267,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK
13%₹186 Cr3,445,814
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 532215
9%₹128 Cr1,700,000
↑ 310,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN
8%₹113 Cr3,385,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | KOTAKBANK
8%₹107 Cr636,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | 540611
6%₹83 Cr1,038,045
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | 540716
5%₹74 Cr535,000
Treps
CBLO/Reverse Repo | -
5%₹65 Cr
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 17 | 500034
3%₹39 Cr92,000
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 19 | M&MFIN
3%₹38 Cr1,180,000
↑ 39,393

2. Franklin India Feeder - Franklin U S Opportunities Fund

The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America.

Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a CAGR/Annualized return of 17.4% since its launch.  Ranked 6 in Global category.  Return for 2019 was 34.2% , 2018 was 6.5% and 2017 was 18.1% .

Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund

Franklin India Feeder - Franklin U S Opportunities Fund
Growth
Launch Date 6 Feb 12
NAV (27 Jan 20) ₹35.8251 ↓ -0.39   (-1.09 %)
Net Assets (Cr) ₹1,148 on 31 Dec 19
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.74
Sharpe Ratio 1.71
Information Ratio -0.33
Alpha Ratio -3.68
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,876
31 Dec 16₹10,792
31 Dec 17₹12,747
31 Dec 18₹13,575
31 Dec 19₹18,219

Franklin India Feeder - Franklin U S 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 ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Franklin India Feeder - Franklin U S 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 28 Jan 20

DurationReturns
1 Month 3%
3 Month 11.8%
6 Month 8.6%
1 Year 25.7%
3 Year 18.1%
5 Year 14.1%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 34.2%
2017 6.5%
2016 18.1%
2015 -0.8%
2014 8.8%
2013 8.4%
2012 55.2%
2011
2010
2009
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Pyari Menon26 Sep 190.18 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Technology24.11%
Financial Services17.78%
Health Care16.83%
Consumer Cyclical9.9%
Communication Services7.94%
Industrials7.93%
Real Estate6.28%
Consumer Defensive3.16%
Basic Materials0.98%
Energy0.61%
Asset Allocation
Asset ClassValue
Cash0.86%
Equity95.54%
Other3.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹1,144 Cr3,149,367
↑ 141,801
Call, Cash & Other Assets
Receivables | -
0%₹5 Cr

3. 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 12.3% since its launch.  Ranked 58 in Large Cap category.  Return for 2019 was 18.6% , 2018 was 6.5% and 2017 was 38% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (28 Jan 20) ₹32.05 ↓ -0.10   (-0.31 %)
Net Assets (Cr) ₹10,212 on 31 Dec 19
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.3
Sharpe Ratio 1.45
Information Ratio 0.84
Alpha Ratio 6.79
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 14₹10,000
31 Dec 15₹9,876
31 Dec 16₹9,518
31 Dec 17₹13,138
31 Dec 18₹13,998
31 Dec 19₹16,598

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 ₹385,859.
Net Profit of ₹85,859
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 28 Jan 20

DurationReturns
1 Month -0.8%
3 Month 3.2%
6 Month 10.8%
1 Year 21.3%
3 Year 18%
5 Year 9.4%
10 Year
15 Year
Since launch 12.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 18.6%
2017 6.5%
2016 38%
2015 -3.6%
2014 -1.2%
2013 40.8%
2012 13.5%
2011 31.7%
2010 -22.6%
2009
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 163.1 Yr.

Data below for Axis Bluechip Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services43.33%
Consumer Defensive11.06%
Technology8.71%
Basic Materials5.66%
Energy4.97%
Consumer Cyclical4.37%
Industrials1.36%
Communication Services1.21%
Health Care0.88%
Asset Allocation
Asset ClassValue
Cash16.42%
Equity83.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
18%₹1,819 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
9%₹907 Cr7,130,000
↑ 400,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
8%₹854 Cr5,070,000
↑ 740,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
8%₹822 Cr15,255,000
↑ 1,166,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
8%₹808 Cr1,909,000
↑ 193,436
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
5%₹507 Cr3,350,000
↓ -1,350,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹495 Cr2,690,000
↑ 246,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC
5%₹484 Cr2,005,000
↑ 75,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
4%₹426 Cr5,825,140
↓ -492,242
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Aug 16 | 500820
4%₹419 Cr2,350,000
↑ 170,000

4. Axis Mid Cap Fund

To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of mid size companies. The focus of the fund would be to invest in relatively larger companies within this category.

Axis Mid Cap Fund is a Equity - Mid Cap fund was launched on 18 Feb 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.2% since its launch.  Ranked 41 in Mid Cap category.  Return for 2019 was 11.3% , 2018 was 3.5% and 2017 was 42% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (28 Jan 20) ₹41.41 ↑ 0.18   (0.44 %)
Net Assets (Cr) ₹4,141 on 31 Dec 19
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.43
Sharpe Ratio 0.66
Information Ratio 1.27
Alpha Ratio 11.05
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
31 Dec 14₹10,000
31 Dec 15₹10,085
31 Dec 16₹9,771
31 Dec 17₹13,873
31 Dec 18₹14,360
31 Dec 19₹15,986

Axis 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 ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Axis 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 28 Jan 20

DurationReturns
1 Month 4.2%
3 Month 7.2%
6 Month 18.8%
1 Year 23%
3 Year 17.4%
5 Year 10%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 11.3%
2017 3.5%
2016 42%
2015 -3.1%
2014 0.8%
2013 76.5%
2012 4.1%
2011 52.6%
2010
2009
Fund Manager information for Axis Mid Cap Fund
NameSinceTenure
Shreyash Devalkar23 Nov 163.02 Yr.

Data below for Axis Mid Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services25.36%
Consumer Cyclical15.79%
Industrials12.34%
Basic Materials8.24%
Health Care5.57%
Communication Services5.23%
Consumer Defensive4.61%
Technology3.99%
Utility3.34%
Asset Allocation
Asset ClassValue
Cash16.26%
Equity83.74%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
15%₹570 Cr
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 17 | NAUKRI
5%₹202 Cr767,000
City Union Bank Ltd (Financial Services)
Equity, Since 31 May 15 | CUB
5%₹187 Cr8,300,000
↑ 90,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
4%₹168 Cr923,055
Voltas Ltd (Industrials)
Equity, Since 31 May 17 | VOLTAS
4%₹163 Cr2,325,000
↑ 365,000
Astral Poly Technik Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
4%₹163 Cr1,436,148
↑ 51,148
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 500034
4%₹161 Cr395,641
↑ 25,641
Bata India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | 500043
3%₹133 Cr819,000
↓ -101,000
Indraprastha Gas Ltd (Utilities)
Equity, Since 30 Nov 17 | 532514
3%₹129 Cr3,120,000
↑ 300,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
3%₹129 Cr4,130,000
↑ 240,000

5. Mirae Asset Great Consumer Fund

The investment objective of the scheme is to generate long term capital appreciation by investing in a portfolio of companies/funds that are likely to benefit either directly or indirectly from consumption led demand in India. The Scheme does not guarantee or assure any returns

Mirae Asset Great Consumer Fund is a Equity - Sectoral fund was launched on 29 Mar 11. It is a fund with High risk and has given a CAGR/Annualized return of 16.4% since its launch.  Ranked 7 in Sectoral category.  Return for 2019 was 8.6% , 2018 was 1.9% and 2017 was 51% .

Below is the key information for Mirae Asset Great Consumer Fund

Mirae Asset Great Consumer Fund
Growth
Launch Date 29 Mar 11
NAV (28 Jan 20) ₹38.235 ↓ -0.28   (-0.73 %)
Net Assets (Cr) ₹961 on 31 Dec 19
Category Equity - Sectoral
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk High
Expense Ratio 2.39
Sharpe Ratio 0.42
Information Ratio 0.9
Alpha Ratio 7.69
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 14₹10,000
31 Dec 15₹10,380
31 Dec 16₹10,593
31 Dec 17₹15,996
31 Dec 18₹16,297
31 Dec 19₹17,698

Mirae Asset Great Consumer 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 Mirae Asset Great Consumer Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 20

DurationReturns
1 Month 2.5%
3 Month 4.6%
6 Month 16.9%
1 Year 16.6%
3 Year 17.3%
5 Year 11.3%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 8.6%
2017 1.9%
2016 51%
2015 2%
2014 3.8%
2013 42.7%
2012 9.9%
2011 35.6%
2010
2009
Fund Manager information for Mirae Asset Great Consumer Fund
NameSinceTenure
Ankit Jain5 Oct 163.24 Yr.

Data below for Mirae Asset Great Consumer Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Consumer Defensive34.32%
Consumer Cyclical26.52%
Financial Services19.98%
Industrials7.52%
Communication Services3.7%
Technology2.7%
Health Care2.39%
Real Estate1.73%
Asset Allocation
Asset ClassValue
Cash0.83%
Equity99.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 14 | HDFCBANK
7%₹66 Cr515,000
↑ 5,000
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
6%₹55 Cr2,330,000
↑ 30,000
Dabur India Ltd (Consumer Defensive)
Equity, Since 31 Aug 15 | 500096
5%₹50 Cr1,100,000
↑ 30,010
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 15 | 500696
5%₹43 Cr225,000
↑ 55,000
Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 31 Jan 17 | 500800
4%₹43 Cr1,330,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 11 | ICICIBANK
4%₹41 Cr760,000
↓ -40,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
3%₹33 Cr730,000
Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 532827
3%₹33 Cr14,000
Aditya Birla Fashion and Retail Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | ABFRL
3%₹30 Cr1,315,974
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 532343
3%₹30 Cr650,000
↑ 50,000

6. TATA India Consumer Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.

TATA India Consumer Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 15.7% since its launch.  Return for 2019 was -2% , 2018 was -2.1% and 2017 was 73.3% .

Below is the key information for TATA India Consumer Fund

TATA India Consumer Fund
Growth
Launch Date 28 Dec 15
NAV (28 Jan 20) ₹18.1138 ↓ -0.04   (-0.23 %)
Net Assets (Cr) ₹1,287 on 31 Dec 19
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.09
Sharpe Ratio -0.3
Information Ratio 0.68
Alpha Ratio -2.26
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 15₹10,000
31 Dec 16₹10,306
31 Dec 17₹17,860
31 Dec 18₹17,477
31 Dec 19₹17,131

TATA India Consumer 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 TATA India Consumer Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 20

DurationReturns
1 Month 4.7%
3 Month 1.9%
6 Month 13.9%
1 Year 9.5%
3 Year 17.2%
5 Year
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -2%
2017 -2.1%
2016 73.3%
2015 3.1%
2014
2013
2012
2011
2010
2009
Fund Manager information for TATA India Consumer Fund
NameSinceTenure
Sonam Udasi1 Apr 163.67 Yr.
Ennette Fernandes18 Jun 181.45 Yr.

Data below for TATA India Consumer Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Consumer Defensive52.01%
Consumer Cyclical38.03%
Basic Materials5.61%
Industrials2.25%
Communication Services1.18%
Asset Allocation
Asset ClassValue
Cash0.9%
Equity99.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 17 | 500696
11%₹142 Cr700,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
10%₹135 Cr5,475,000
↑ 200,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Jan 18 | JUBLFOOD
5%₹69 Cr425,000
↓ -29,000
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | NESTLEIND
5%₹61 Cr42,500
Bata India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | 500043
4%₹59 Cr360,000
↓ -42,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 30 Nov 18 | 532432
4%₹56 Cr930,000
Dabur India Ltd (Consumer Defensive)
Equity, Since 31 Oct 17 | 500096
4%₹55 Cr1,190,000
↓ -40,000
Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 500800
4%₹53 Cr1,655,000
↑ 430,000
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Aug 19 | 532977
4%₹51 Cr162,000
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 31 May 19 | 500165
4%₹50 Cr959,500

7. Axis Focused 25 Fund

To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies.

Axis Focused 25 Fund is a Equity - Focused fund was launched on 29 Jun 12. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.2% since its launch.  Ranked 7 in Focused category.  Return for 2019 was 14.7% , 2018 was 0.6% and 2017 was 45.2% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (28 Jan 20) ₹31.12 ↓ -0.06   (-0.19 %)
Net Assets (Cr) ₹9,110 on 31 Dec 19
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.32
Sharpe Ratio 0.87
Information Ratio 0.4
Alpha Ratio 2.39
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
31 Dec 14₹10,000
31 Dec 15₹10,391
31 Dec 16₹10,864
31 Dec 17₹15,769
31 Dec 18₹15,870
31 Dec 19₹18,195

Axis Focused 25 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 Axis Focused 25 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 20

DurationReturns
1 Month 0.4%
3 Month 4.6%
6 Month 13.2%
1 Year 24.3%
3 Year 16.9%
5 Year 11.3%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 14.7%
2017 0.6%
2016 45.2%
2015 4.6%
2014 3.9%
2013 38.8%
2012 5.8%
2011
2010
2009
Fund Manager information for Axis Focused 25 Fund
NameSinceTenure
Jinesh Gopani7 Jun 163.48 Yr.

Data below for Axis Focused 25 Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services43.02%
Basic Materials12.02%
Consumer Cyclical10.68%
Consumer Defensive6.42%
Technology6.01%
Energy5.47%
Communication Services5.4%
Industrials2.64%
Health Care2.04%
Asset Allocation
Asset ClassValue
Cash4.51%
Equity95.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹804 Cr1,899,523
↑ 50,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
8%₹709 Cr4,206,457
↑ 200,000
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
8%₹702 Cr747,220
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
7%₹603 Cr4,738,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
6%₹585 Cr3,180,122
↑ 350,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
6%₹548 Cr2,534,738
Clearing Corporation Of India Ltd
CBLO | -
6%₹519 Cr
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
5%₹499 Cr3,293,000
↓ -899,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
5%₹478 Cr1,981,971
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Nov 18 | 500820
5%₹442 Cr2,475,200

8. HDFC Balanced Advantage Fund

(Erstwhile HDFC Growth Fund and HDFC Prudence Fund)

Aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

HDFC Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 11 Sep 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.2% since its launch.  Ranked 23 in Dynamic Allocation category. .

Below is the key information for HDFC Balanced Advantage Fund

HDFC Balanced Advantage Fund
Growth
Launch Date 11 Sep 00
NAV (05 Mar 19) ₹188.872 ↑ 2.91   (1.56 %)
Net Assets (Cr) ₹37,850 on 31 Jul 18
Category Hybrid - Dynamic Allocation
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.53
Sharpe Ratio 0.27
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 14₹10,000
31 Dec 15₹9,963
31 Dec 16₹10,620
31 Dec 17₹14,381

HDFC Balanced Advantage 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 Balanced Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 20

DurationReturns
1 Month 2.6%
3 Month 2.9%
6 Month -1.2%
1 Year 3.1%
3 Year 16.6%
5 Year 15.5%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for HDFC Balanced Advantage Fund
NameSinceTenure

Data below for HDFC Balanced Advantage Fund as on 31 Jul 18

Asset Allocation
Asset ClassValue
Equity Sector Allocation
SectorValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

9. SBI Focused Equity Fund

(Erstwhile SBI Emerging Businesses Fund)

The investment objective of the Emerging Businesses Fund would be to participate in the growth potential presented by various companies that are considered emergent and have export orientation/outsourcing opportunities or are globally competitive. The fund may also evaluate Emerging Businesses with growth potential and domestic focus.

SBI Focused Equity Fund is a Equity - Focused fund was launched on 11 Oct 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.6% since its launch.  Ranked 32 in Focused category.  Return for 2019 was 16.1% , 2018 was -3.8% and 2017 was 44.7% .

Below is the key information for SBI Focused Equity Fund

SBI Focused Equity Fund
Growth
Launch Date 11 Oct 04
NAV (28 Jan 20) ₹157.153 ↓ -0.57   (-0.36 %)
Net Assets (Cr) ₹6,924 on 31 Dec 19
Category Equity - Focused
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.41
Sharpe Ratio 0.9
Information Ratio 0.5
Alpha Ratio 6.28
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 14₹10,000
31 Dec 15₹10,433
31 Dec 16₹10,665
31 Dec 17₹15,435
31 Dec 18₹14,847
31 Dec 19₹17,231

SBI Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for SBI Focused 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 28 Jan 20

DurationReturns
1 Month 2.2%
3 Month 6.8%
6 Month 12.3%
1 Year 24.1%
3 Year 16.3%
5 Year 10.9%
10 Year
15 Year
Since launch 19.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 16.1%
2017 -3.8%
2016 44.7%
2015 2.2%
2014 4.3%
2013 58%
2012 -7.9%
2011 56.3%
2010 -10.6%
2009 33.1%
Fund Manager information for SBI Focused Equity Fund
NameSinceTenure
R. Srinivasan1 May 0910.67 Yr.

Data below for SBI Focused Equity Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services38.3%
Consumer Defensive12.41%
Communication Services10%
Industrials9.07%
Consumer Cyclical7.16%
Utility5.29%
Health Care5.1%
Basic Materials4%
Asset Allocation
Asset ClassValue
Cash8.63%
Equity91.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 13 | HDFCBANK
9%₹636 Cr5,000,000
↑ 300,000
Treps
CBLO/Reverse Repo | -
8%₹546 Cr
State Bank of India (Financial Services)
Equity, Since 28 Feb 18 | SBIN
7%₹501 Cr15,002,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 18 | 500034
7%₹479 Cr1,130,722
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 30 Jun 13 | PGHH
6%₹424 Cr370,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 19 | 532215
5%₹354 Cr4,700,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
5%₹351 Cr7,700,000
↓ -1,300,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
5%₹344 Cr1,862,602
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | KOTAKBANK
5%₹320 Cr1,900,000
Alphabet Inc A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL
4%₹286 Cr30,000
↑ 3,000

10. Axis Long Term Equity Fund

To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Axis Long Term Equity Fund is a Equity - ELSS fund was launched on 29 Dec 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.3% since its launch.  Ranked 20 in ELSS category.  Return for 2019 was 14.8% , 2018 was 2.7% and 2017 was 37.4% .

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund
Growth
Launch Date 29 Dec 09
NAV (28 Jan 20) ₹49.9651 ↓ -0.01   (-0.03 %)
Net Assets (Cr) ₹21,473 on 31 Dec 19
Category Equity - ELSS
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio 0.89
Information Ratio 0.52
Alpha Ratio 4.74
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,670
31 Dec 16₹10,596
31 Dec 17₹14,563
31 Dec 18₹14,952
31 Dec 19₹17,169

Axis 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 ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Axis 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 28 Jan 20

DurationReturns
1 Month 0.8%
3 Month 4.1%
6 Month 13.3%
1 Year 23.8%
3 Year 15.9%
5 Year 10.1%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 14.8%
2017 2.7%
2016 37.4%
2015 -0.7%
2014 6.7%
2013 66.2%
2012 16.5%
2011 33.7%
2010 -14.8%
2009 30%
Fund Manager information for Axis Long Term Equity Fund
NameSinceTenure
Jinesh Gopani1 Apr 118.67 Yr.

Data below for Axis Long Term Equity Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services43.25%
Consumer Cyclical14.14%
Consumer Defensive11.12%
Technology7.45%
Communication Services6.13%
Basic Materials5.99%
Industrials4.09%
Utility3.49%
Health Care1.7%
Asset Allocation
Asset ClassValue
Cash1.46%
Equity98.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹1,951 Cr4,606,153
↑ 100,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK
8%₹1,810 Cr10,747,075
↑ 200,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
8%₹1,672 Cr13,140,750
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS
7%₹1,420 Cr6,568,129
↑ 20,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC
7%₹1,411 Cr5,846,662
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
6%₹1,374 Cr7,475,645
Bandhan Bank Ltd (Financial Services)
Equity, Since 31 Mar 18 | 541153
6%₹1,181 Cr23,238,395
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 10 | MARUTI
5%₹1,180 Cr1,600,870
↑ 125,000
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND
5%₹1,155 Cr8,329,997
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 14 | NAUKRI
5%₹1,109 Cr4,383,102
↑ 20,000

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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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