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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 October 17, 2020 , 67933 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 (%)2019 (%)
TATA Digital India Fund Growth ₹20.4791
↓ -0.02
₹540 500 27.966.936.326.9 7.5
ICICI Prudential Technology Fund Growth ₹84.13
↓ -0.31
₹692 100 3380.743.52614.82.3
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹47.6283
↓ -0.14
₹2,252 500 9.93348.125.818.634.2
Aditya Birla Sun Life Digital India Fund Growth ₹74.83
↑ 0.01
₹611 1,000 26.962.437.425.3169.6
Nippon India Pharma Fund Growth ₹227.169
↓ -2.62
₹3,911 100 14.828.859.419.57.81.7
SBI Gold Fund Growth ₹15.8151
↑ 0.01
₹822 500 3.6-4.131.418.512.422.8
DSP BlackRock World Gold Fund Growth ₹21.0257
↑ 0.02
₹860 500 2.428.757.618.41735.1
Nippon India Gold Savings Fund Growth ₹20.9171
↑ 0.01
₹1,264 100 3.74.731.518.212.122.5
HDFC Gold Fund Growth ₹16.2655
↑ 0.00
₹938 500 3.55.13218.212.321.7
Kotak Gold Fund Growth ₹21.0102
↑ 0.04
₹715 1,000 3.8430.617.912.624.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Oct 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. TATA Digital India Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in Information Technology Sector 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 Digital India 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 16.1% since its launch.  Return for 2019 was 7.5% , 2018 was 24.9% and 2017 was 19.6% .

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (19 Oct 20) ₹20.4791 ↓ -0.02   (-0.10 %)
Net Assets (Cr) ₹540 on 30 Sep 20
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.05
Sharpe Ratio 0.81
Information Ratio -0.36
Alpha Ratio 0.1
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Months (0.25%),3 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 16₹9,330
30 Sep 17₹9,585
30 Sep 18₹15,366
30 Sep 19₹15,028
30 Sep 20₹19,395

TATA Digital India Fund SIP Returns

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

Returns for TATA Digital India Fund

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

DurationReturns
1 Month 7.7%
3 Month 27.9%
6 Month 66.9%
1 Year 36.3%
3 Year 26.9%
5 Year
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
2019 7.5%
2018 24.9%
2017 19.6%
2016 -6%
2015
2014
2013
2012
2011
2010
Fund Manager information for TATA Digital India Fund
NameSinceTenure
Rahul Singh20 Apr 200.45 Yr.
Meeta Shetty20 Apr 200.45 Yr.

Data below for TATA Digital India Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Technology91.66%
Communication Services2.94%
Asset Allocation
Asset ClassValue
Cash6.42%
Equity94.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
30%₹160 Cr1,585,000
↓ -200,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
12%₹66 Cr265,000
↓ -60,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
10%₹53 Cr398,200
↑ 47,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
7%₹38 Cr473,000
↓ -137,000
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 507685
7%₹37 Cr1,176,000
MindTree Ltd (Technology)
Equity, Since 31 Jul 19 | 532819
5%₹27 Cr200,000
↑ 42,000
Birlasoft Ltd (Technology)
Equity, Since 31 Jul 20 | 532400
4%₹24 Cr1,240,000
↑ 290,000
KPIT Technologies Ltd (Technology)
Equity, Since 31 Jan 19 | 542651
4%₹20 Cr1,665,000
↑ 540,000
Tata Elxsi Ltd (Technology)
Equity, Since 31 May 20 | 500408
3%₹16 Cr124,000
↑ 38,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
3%₹14 Cr173,000

2. ICICI Prudential Technology Fund

To generate long-term capital appreciation for you from a portfolio made up predominantly of equity and equity-related securities of technology intensive companies.

ICICI Prudential Technology Fund is a Equity - Sectoral fund was launched on 3 Mar 00. It is a fund with High risk and has given a CAGR/Annualized return of 10.9% since its launch.  Ranked 37 in Sectoral category.  Return for 2019 was 2.3% , 2018 was 19.1% and 2017 was 19.8% .

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (19 Oct 20) ₹84.13 ↓ -0.31   (-0.37 %)
Net Assets (Cr) ₹692 on 30 Sep 20
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 0.91
Information Ratio -0.35
Alpha Ratio 4.24
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹8,933
30 Sep 17₹9,486
30 Sep 18₹14,364
30 Sep 19₹13,890
30 Sep 20₹18,896

ICICI Prudential Technology 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 ICICI Prudential Technology Fund

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

DurationReturns
1 Month 3.8%
3 Month 33%
6 Month 80.7%
1 Year 43.5%
3 Year 26%
5 Year 14.8%
10 Year
15 Year
Since launch 10.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 2.3%
2018 19.1%
2017 19.8%
2016 -4%
2015 3.9%
2014 26.3%
2013 62.6%
2012 17.1%
2011 -18.9%
2010 44.5%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Sankaran Naren14 Jul 173.22 Yr.
Priyanka Khandelwal8 Jul 200.23 Yr.
Vaibhav Dusad2 May 200.41 Yr.

Data below for ICICI Prudential Technology Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Technology69.59%
Communication Services18.45%
Industrials4.9%
Consumer Defensive0.85%
Asset Allocation
Asset ClassValue
Cash6.21%
Equity93.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
27%₹149 Cr1,609,724
↓ -200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
10%₹53 Cr1,036,840
↑ 515,576
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
7%₹36 Cr158,185
↑ 85,000
IndiaMART InterMESH Ltd (Communication Services)
Equity, Since 30 Jun 20 | 542726
6%₹32 Cr86,256
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
5%₹26 Cr356,099
↑ 183,973
Hexaware Technologies Ltd (Technology)
Equity, Since 31 May 20 | 532129
5%₹25 Cr623,965
↓ -50,000
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 507685
4%₹22 Cr806,936
↑ 130,000
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Jul 16 | 540005
4%₹22 Cr88,788
↓ -7,630
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Aug 20 | NAUKRI
3%₹16 Cr48,545
↑ 48,545
TeamLease Services Ltd (Industrials)
Equity, Since 31 May 20 | TEAMLEASE
3%₹15 Cr64,340

3. 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 19.7% 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 (16 Oct 20) ₹47.6283 ↓ -0.14   (-0.30 %)
Net Assets (Cr) ₹2,252 on 30 Sep 20
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.56
Sharpe Ratio 1.61
Information Ratio 0.1
Alpha Ratio 3.64
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
30 Sep 15₹10,000
30 Sep 16₹10,530
30 Sep 17₹12,077
30 Sep 18₹16,537
30 Sep 19₹16,178
30 Sep 20₹23,415

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 ₹481,656.
Net Profit of ₹181,656
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 19 Oct 20

DurationReturns
1 Month 6%
3 Month 9.9%
6 Month 33%
1 Year 48.1%
3 Year 25.8%
5 Year 18.6%
10 Year
15 Year
Since launch 19.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
2010
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Mayank Bukrediwala24 Aug 200.1 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Technology27.56%
Health Care16.4%
Financial Services14.27%
Consumer Cyclical13.14%
Communication Services7.96%
Industrials5.83%
Real Estate5.79%
Consumer Defensive2.2%
Basic Materials1.21%
Asset Allocation
Asset ClassValue
Cash1.75%
Equity94.72%
Other3.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹2,253 Cr4,631,642
↑ 111,337
Call, Cash & Other Assets
CBLO | -
0%-₹1 Cr

4. Aditya Birla Sun Life Digital India Fund

(Erstwhile Aditya Birla Sun Life New Millennium Fund)

A multi-sector open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity, focusing on investing in technology and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other technology enabled companies. The secondary objective is income generation and distribution of dividend.

Aditya Birla Sun Life Digital India Fund is a Equity - Sectoral fund was launched on 15 Jan 00. It is a fund with High risk and has given a CAGR/Annualized return of 10.2% since its launch.  Ranked 33 in Sectoral category.  Return for 2019 was 9.6% , 2018 was 15.6% and 2017 was 22.4% .

Below is the key information for Aditya Birla Sun Life Digital India Fund

Aditya Birla Sun Life Digital India Fund
Growth
Launch Date 15 Jan 00
NAV (19 Oct 20) ₹74.83 ↑ 0.01   (0.01 %)
Net Assets (Cr) ₹611 on 30 Sep 20
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.75
Sharpe Ratio 0.86
Information Ratio 0.58
Alpha Ratio 6.16
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹9,468
30 Sep 17₹10,191
30 Sep 18₹14,730
30 Sep 19₹15,096
30 Sep 20₹19,839

Aditya Birla Sun Life Digital India 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 Aditya Birla Sun Life Digital India Fund

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

DurationReturns
1 Month 5.1%
3 Month 26.9%
6 Month 62.4%
1 Year 37.4%
3 Year 25.3%
5 Year 16%
10 Year
15 Year
Since launch 10.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 9.6%
2018 15.6%
2017 22.4%
2016 -3.5%
2015 11.2%
2014 21.1%
2013 50.2%
2012 3.7%
2011 -21.8%
2010 16.6%
Fund Manager information for Aditya Birla Sun Life Digital India Fund
NameSinceTenure
Kunal Sangoi15 Jan 146.71 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Technology74.05%
Communication Services13.47%
Industrials9.62%
Asset Allocation
Asset ClassValue
Cash2.85%
Equity97.14%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
24%₹148 Cr1,470,909
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
8%₹50 Cr634,366
↓ -69,252
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
6%₹38 Cr907,923
↓ -223,163
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
6%₹36 Cr143,183
↑ 49,480
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH
5%₹31 Cr387,067
↓ -137,199
Majesco Ltd (Technology)
Equity, Since 31 Jan 18 | 539289
5%₹30 Cr364,392
↓ -93,059
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
5%₹30 Cr769,609
Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Jun 18 | 517174
4%₹27 Cr8,159
Apple Inc (Technology)
Equity, Since 30 Nov 18 | AAPL
3%₹21 Cr25,144
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹20 Cr147,331
↓ -7,790

5. Nippon India Pharma Fund

The primary investment objective of the scheme is to seek to generate consistent returns by investing in equity and equity related or fixed income securities of Pharma and other associated companies.

Nippon India Pharma Fund is a Equity - Sectoral fund was launched on 5 Jun 04. It is a fund with High risk and has given a CAGR/Annualized return of 21% since its launch.  Ranked 35 in Sectoral category.  Return for 2019 was 1.7% , 2018 was 3.6% and 2017 was 7.6% .

Below is the key information for Nippon India Pharma Fund

Nippon India Pharma Fund
Growth
Launch Date 5 Jun 04
NAV (19 Oct 20) ₹227.169 ↓ -2.62   (-1.14 %)
Net Assets (Cr) ₹3,911 on 30 Sep 20
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.33
Sharpe Ratio 1.67
Information Ratio 1.02
Alpha Ratio 4.83
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹9,404
30 Sep 17₹8,381
30 Sep 18₹10,297
30 Sep 19₹9,129
30 Sep 20₹14,672

Nippon India Pharma Fund SIP Returns

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

Returns for Nippon India Pharma Fund

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

DurationReturns
1 Month -2.8%
3 Month 14.8%
6 Month 28.8%
1 Year 59.4%
3 Year 19.5%
5 Year 7.8%
10 Year
15 Year
Since launch 21%
Historical performance (Yearly) on absolute basis
YearReturns
2019 1.7%
2018 3.6%
2017 7.6%
2016 -10.6%
2015 19.4%
2014 49.5%
2013 20.9%
2012 34.8%
2011 -11%
2010 31.9%
Fund Manager information for Nippon India Pharma Fund
NameSinceTenure
Sailesh Raj Bhan1 Apr 0515.51 Yr.
Kinjal Desai25 May 182.35 Yr.

Data below for Nippon India Pharma Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Health Care96.75%
Asset Allocation
Asset ClassValue
Cash3.25%
Equity96.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Lupin Ltd (Healthcare)
Equity, Since 31 Aug 08 | 500257
10%₹403 Cr4,000,025
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Dec 15 | AUROPHARMA
10%₹391 Cr4,910,000
↑ 610,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 09 | SUNPHARMA
10%₹380 Cr7,600,976
↑ 400,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 11 | 500124
10%₹376 Cr725,000
↓ -85,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
9%₹366 Cr1,200,075
Cipla Ltd (Healthcare)
Equity, Since 31 May 08 | 500087
9%₹364 Cr4,700,000
Thyrocare Technologies Ltd (Healthcare)
Equity, Since 31 May 16 | THYROCARE
6%₹216 Cr2,854,919
↑ 25,811
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Aug 18 | 532843
5%₹195 Cr14,403,541
Cadila Healthcare Ltd (Healthcare)
Equity, Since 31 Jan 18 | 532321
4%₹158 Cr3,998,982
Sanofi India Ltd (Healthcare)
Equity, Since 30 Jun 04 | 500674
4%₹151 Cr175,000

6. SBI Gold Fund

The scheme seeks to provide returns that closely correspond to returns provided by SBI - ETF Gold (Previously known as SBI GETS).

SBI Gold Fund is a Gold - Gold fund was launched on 12 Sep 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 5.2% since its launch.  Return for 2019 was 22.8% , 2018 was 6.4% and 2017 was 3.5% .

Below is the key information for SBI Gold Fund

SBI Gold Fund
Growth
Launch Date 12 Sep 11
NAV (19 Oct 20) ₹15.8151 ↑ 0.01   (0.09 %)
Net Assets (Cr) ₹822 on 30 Sep 20
Category Gold - Gold
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 0.43
Sharpe Ratio 1.68
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 15₹10,000
30 Sep 16₹11,786
30 Sep 17₹11,007
30 Sep 18₹11,054
30 Sep 19₹13,554
30 Sep 20₹18,041

SBI Gold 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 SBI Gold Fund

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

DurationReturns
1 Month -1.5%
3 Month 3.6%
6 Month -4.1%
1 Year 31.4%
3 Year 18.5%
5 Year 12.4%
10 Year
15 Year
Since launch 5.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 22.8%
2018 6.4%
2017 3.5%
2016 10%
2015 -8.1%
2014 -10.2%
2013 -6.6%
2012 10.9%
2011
2010
Fund Manager information for SBI Gold Fund
NameSinceTenure
Raviprakash Sharma12 Sep 119.06 Yr.

Data below for SBI Gold Fund as on 30 Sep 20

Asset Allocation
Asset ClassValue
Cash1.11%
Other98.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
SBI ETF Gold
- | SETFGOLD
100%₹822 Cr1,822,790
↑ 88,500
Treps
CBLO/Reverse Repo | -
1%₹4 Cr
Net Receivable / Payable
CBLO | -
1%-₹4 Cr

7. DSP BlackRock World Gold Fund

"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized."

DSP BlackRock World Gold Fund is a Equity - Global fund was launched on 14 Sep 07. It is a fund with High risk and has given a CAGR/Annualized return of 5.8% since its launch.  Ranked 11 in Global category.  Return for 2019 was 35.1% , 2018 was -10.7% and 2017 was -4% .

Below is the key information for DSP BlackRock World Gold Fund

DSP BlackRock World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (16 Oct 20) ₹21.0257 ↑ 0.02   (0.08 %)
Net Assets (Cr) ₹860 on 30 Sep 20
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.32
Sharpe Ratio 0.94
Information Ratio -1.09
Alpha Ratio -6.56
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 15₹10,000
30 Sep 16₹18,559
30 Sep 17₹15,414
30 Sep 18₹12,951
30 Sep 19₹17,118
30 Sep 20₹25,362

DSP BlackRock World Gold 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 DSP BlackRock World Gold Fund

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

DurationReturns
1 Month -7.1%
3 Month 2.4%
6 Month 28.7%
1 Year 57.6%
3 Year 18.4%
5 Year 17%
10 Year
15 Year
Since launch 5.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 35.1%
2018 -10.7%
2017 -4%
2016 52.7%
2015 -18.5%
2014 -3%
2013 -41.5%
2012 -5.8%
2011 -2.6%
2010 29%
Fund Manager information for DSP BlackRock World Gold Fund
NameSinceTenure
Jay Kothari1 Mar 137.59 Yr.

Data below for DSP BlackRock World Gold Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Basic Materials91.07%
Asset Allocation
Asset ClassValue
Cash5.3%
Equity92.22%
Debt0.04%
Other2.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -
97%₹835 Cr2,224,850
↑ 242,297
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
5%₹41 Cr
Net Receivables/Payables
Net Current Assets | -
2%-₹16 Cr

8. Nippon India Gold Savings Fund

The investment objective of the Scheme is to seek to provide returns that closely correspond to returns provided by Reliance ETF Gold BeES.

Nippon India Gold Savings Fund is a Gold - Gold fund was launched on 7 Mar 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8% since its launch.  Return for 2019 was 22.5% , 2018 was 6% and 2017 was 1.7% .

Below is the key information for Nippon India Gold Savings Fund

Nippon India Gold Savings Fund
Growth
Launch Date 7 Mar 11
NAV (19 Oct 20) ₹20.9171 ↑ 0.01   (0.06 %)
Net Assets (Cr) ₹1,264 on 30 Sep 20
Category Gold - Gold
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 0.63
Sharpe Ratio 1.5
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (2%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹11,937
30 Sep 17₹11,025
30 Sep 18₹11,108
30 Sep 19₹13,483
30 Sep 20₹18,016

Nippon India Gold Savings 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 Nippon India Gold Savings Fund

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

DurationReturns
1 Month -1.8%
3 Month 3.7%
6 Month 4.7%
1 Year 31.5%
3 Year 18.2%
5 Year 12.1%
10 Year
15 Year
Since launch 8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 22.5%
2018 6%
2017 1.7%
2016 11.6%
2015 -8.1%
2014 -9.8%
2013 -7.6%
2012 11.2%
2011
2010
Fund Manager information for Nippon India Gold Savings Fund
NameSinceTenure
Mehul Dama6 Nov 181.9 Yr.

Data below for Nippon India Gold Savings Fund as on 30 Sep 20

Asset Allocation
Asset ClassValue
Cash0.55%
Other99.45%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nippon India ETF Gold BeES
- | GOLDBEES
100%₹1,267 Cr286,867,235
↑ 7,025,000
Net Current Assets
Net Current Assets | -
1%-₹17 Cr
Triparty Repo
CBLO/Reverse Repo | -
1%₹13 Cr
Cash Margin - Ccil
Net Current Assets | -
0%₹0 Cr

9. HDFC Gold Fund

To seek capital appreciation by investing in units of HDFC Gold Exchange Traded Fund (HGETF).

HDFC Gold Fund is a Gold - Gold fund was launched on 24 Oct 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 5.6% since its launch.  Return for 2019 was 21.7% , 2018 was 6.6% and 2017 was 2.8% .

Below is the key information for HDFC Gold Fund

HDFC Gold Fund
Growth
Launch Date 24 Oct 11
NAV (19 Oct 20) ₹16.2655 ↑ 0.00   (0.01 %)
Net Assets (Cr) ₹938 on 30 Sep 20
Category Gold - Gold
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 0.5
Sharpe Ratio 1.56
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-6 Months (2%),6-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹11,894
30 Sep 17₹11,076
30 Sep 18₹11,155
30 Sep 19₹13,591
30 Sep 20₹18,131

HDFC Gold 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 HDFC Gold Fund

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

DurationReturns
1 Month -1.6%
3 Month 3.5%
6 Month 5.1%
1 Year 32%
3 Year 18.2%
5 Year 12.3%
10 Year
15 Year
Since launch 5.6%
Historical performance (Yearly) on absolute basis
YearReturns
2019 21.7%
2018 6.6%
2017 2.8%
2016 10.1%
2015 -7.3%
2014 -9.8%
2013 -7.2%
2012 12%
2011
2010
Fund Manager information for HDFC Gold Fund
NameSinceTenure
Krishan Daga19 Oct 154.95 Yr.

Data below for HDFC Gold Fund as on 30 Sep 20

Asset Allocation
Asset ClassValue
Cash1.34%
Other98.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Gold ETF
- | HDFCMFGETF
100%₹941 Cr2,080,500
↑ 136,497
Net Current Assets
Net Current Assets | -
0%-₹4 Cr
Treps - Tri-Party Repo
CBLO/Reverse Repo | -
0%₹2 Cr

10. Kotak Gold Fund

The investment objective of the scheme is to generate returns by investing in units of Kotak Gold Exchange Traded Fund.

Kotak Gold Fund is a Gold - Gold fund was launched on 25 Mar 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.1% since its launch.  Return for 2019 was 24.1% , 2018 was 7.3% and 2017 was 2.5% .

Below is the key information for Kotak Gold Fund

Kotak Gold Fund
Growth
Launch Date 25 Mar 11
NAV (19 Oct 20) ₹21.0102 ↑ 0.04   (0.18 %)
Net Assets (Cr) ₹715 on 30 Sep 20
Category Gold - Gold
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 0.56
Sharpe Ratio 1.56
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-6 Months (2%),6-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹11,785
30 Sep 17₹10,946
30 Sep 18₹11,128
30 Sep 19₹13,852
30 Sep 20₹18,228

Kotak Gold 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 Kotak Gold Fund

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

DurationReturns
1 Month -3.4%
3 Month 3.8%
6 Month 4%
1 Year 30.6%
3 Year 17.9%
5 Year 12.6%
10 Year
15 Year
Since launch 8.1%
Historical performance (Yearly) on absolute basis
YearReturns
2019 24.1%
2018 7.3%
2017 2.5%
2016 10.2%
2015 -8.4%
2014 -10%
2013 -7.7%
2012 10.9%
2011
2010
Fund Manager information for Kotak Gold Fund
NameSinceTenure
Abhishek Bisen25 Mar 119.53 Yr.

Data below for Kotak Gold Fund as on 30 Sep 20

Asset Allocation
Asset ClassValue
Cash3.14%
Other96.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kotak Gold ETF
- | KOTAKGOLDE
98%₹704 Cr15,949,769
↑ 760,000
Triparty Repo
CBLO/Reverse Repo | -
2%₹15 Cr
Net Current Assets/(Liabilities)
Net Current Assets | -
1%-₹4 Cr

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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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