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11 Best Performing SIP Plans for 5 Year Investment 2021 | Fincash.com

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Best SIP Plans for 5 Year Investment 2021

Updated on April 7, 2021 , 82038 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 21 - 22

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
ICICI Prudential Technology Fund Growth ₹115.31
↑ 0.83
₹1,580 100 10.735.3145.731.523.170.6
PGIM India Global Agribusiness Offshore Fund Growth ₹34.33
↑ 0.08
₹852 1,000 -2.211.274.631.221.472.4
TATA Digital India Fund Growth ₹27.6154
↑ 0.23
₹996 500 11.933.4123.731.222.154.8
Aditya Birla Sun Life Digital India Fund Growth ₹103.08
↑ 0.56
₹1,016 1,000 1237.2126.130.52459
SBI Technology Opportunities Fund Growth ₹114.532
↑ 0.73
₹522 500 1131.499.928.120.247.3
Franklin India Technology Fund Growth ₹293.074
↑ 2.99
₹510 500 6.729.1104.328.120.956.8
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹52.2005
↑ 0.68
₹2,852 500 2.612.15327.221.845.2
Nippon India Pharma Fund Growth ₹266.739
↑ 6.83
₹4,159 100 1.913.655.824.615.166.4
ICICI Prudential US Bluechip Equity Fund Growth ₹42.95
↑ 0.27
₹1,152 100 10.424.341.724.118.618.6
UTI Healthcare Fund Growth ₹147.046
↑ 3.75
₹600 500 0.610.753.320.711.267.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21
*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. 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 12.3% since its launch.  Ranked 37 in Sectoral category.  Return for 2020 was 70.6% , 2019 was 2.3% and 2018 was 19.1% .

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (09 Apr 21) ₹115.31 ↑ 0.83   (0.73 %)
Net Assets (Cr) ₹1,580 on 28 Feb 21
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 1.82
Information Ratio -0.28
Alpha Ratio 8.29
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
31 Mar 16₹10,000
31 Mar 17₹9,648
31 Mar 18₹12,119
31 Mar 19₹14,262
31 Mar 20₹11,267
31 Mar 21₹26,130

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 ₹543,623.
Net Profit of ₹243,623
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 9 Apr 21

DurationReturns
1 Month 7.7%
3 Month 10.7%
6 Month 35.3%
1 Year 145.7%
3 Year 31.5%
5 Year 23.1%
10 Year
15 Year
Since launch 12.3%
Historical performance (Yearly) on absolute basis
YearReturns
2020 70.6%
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%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Sankaran Naren14 Jul 173.72 Yr.
Priyanka Khandelwal8 Jul 200.73 Yr.
Vaibhav Dusad2 May 200.91 Yr.

Data below for ICICI Prudential Technology Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Technology76.82%
Communication Services12.79%
Industrials7.37%
Consumer Defensive0.54%
Asset Allocation
Asset ClassValue
Cash2.48%
Equity97.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
22%₹354 Cr2,825,737
↑ 669,700
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 30 Sep 20 | HCLTECH
8%₹120 Cr1,315,744
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
7%₹116 Cr1,257,674
↑ 200,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
6%₹99 Cr343,185
↑ 223,000
Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT
5%₹79 Cr476,133
↓ -7,000
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 507685
4%₹56 Cr1,371,450
↑ 1,070,000
Coforge Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jul 20 | 532541
3%₹46 Cr179,593
↓ -7,000
IndiaMART InterMESH Ltd (Communication Services)
Equity, Since 30 Jun 20 | 542726
3%₹46 Cr53,003
↓ -3,908
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
3%₹44 Cr791,840
↓ -350,000
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Aug 20 | 532809
3%₹41 Cr4,133,666
↓ -115,769

2. PGIM India Global Agribusiness Offshore Fund

The primary investment objective of the scheme is to generate long-term capital growth by investing predominantly in units of overseas mutual funds, focusing on agriculture and/or would be direct and indirect beneficiaries of the anticipated growth in the agriculture and/or affiliated/allied sectors.

PGIM India Global Agribusiness Offshore Fund is a Others - Fund of Fund fund was launched on 14 May 10. It is a fund with High risk and has given a CAGR/Annualized return of 12% since its launch.  Ranked 33 in Fund of Fund category.  Return for 2020 was 72.4% , 2019 was 30.9% and 2018 was 0.3% .

Below is the key information for PGIM India Global Agribusiness Offshore Fund

PGIM India Global Agribusiness Offshore Fund
Growth
Launch Date 14 May 10
NAV (08 Apr 21) ₹34.33 ↑ 0.08   (0.23 %)
Net Assets (Cr) ₹852 on 28 Feb 21
Category Others - Fund of Fund
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 0.96
Sharpe Ratio 2.45
Information Ratio 1.44
Alpha Ratio 29.07
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 Mar 16₹10,000
31 Mar 17₹10,119
31 Mar 18₹11,214
31 Mar 19₹13,418
31 Mar 20₹14,497
31 Mar 21₹23,783

PGIM India Global Agribusiness Offshore Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for PGIM India Global Agribusiness Offshore Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Apr 21

DurationReturns
1 Month 6.5%
3 Month -2.2%
6 Month 11.2%
1 Year 74.6%
3 Year 31.2%
5 Year 21.4%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
2020 72.4%
2019 30.9%
2018 0.3%
2017 11.9%
2016 0.8%
2015 -14.7%
2014 0.9%
2013 13.4%
2012 19.9%
2011 1.4%
Fund Manager information for PGIM India Global Agribusiness Offshore Fund
NameSinceTenure
Alok Agarwal27 Jul 173.68 Yr.

Data below for PGIM India Global Agribusiness Offshore Fund as on 28 Feb 21

Asset Allocation
Asset ClassValue
Cash6.49%
Equity93.51%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PGIM Jennison Global Eq Opps USD I Acc
Investment Fund | -
95%₹812 Cr401,875
↑ 38,684
Net Receivables / (Payables)
Net Current Assets | -
4%₹35 Cr
Treps / Reverse Repo
CBLO/Reverse Repo | -
1%₹5 Cr

3. 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 21.2% since its launch.  Return for 2020 was 54.8% , 2019 was 7.5% and 2018 was 24.9% .

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (09 Apr 21) ₹27.6154 ↑ 0.23   (0.83 %)
Net Assets (Cr) ₹996 on 28 Feb 21
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.05
Sharpe Ratio 1.59
Information Ratio -0.47
Alpha Ratio -0.87
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
31 Mar 16₹10,000
31 Mar 17₹9,025
31 Mar 18₹11,644
31 Mar 19₹14,392
31 Mar 20₹12,005
31 Mar 21₹24,921

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 ₹530,691.
Net Profit of ₹230,691
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 9 Apr 21

DurationReturns
1 Month 8.5%
3 Month 11.9%
6 Month 33.4%
1 Year 123.7%
3 Year 31.2%
5 Year 22.1%
10 Year
15 Year
Since launch 21.2%
Historical performance (Yearly) on absolute basis
YearReturns
2020 54.8%
2019 7.5%
2018 24.9%
2017 19.6%
2016 -6%
2015
2014
2013
2012
2011
Fund Manager information for TATA Digital India Fund
NameSinceTenure
Rahul Singh20 Apr 200.95 Yr.
Meeta Shetty20 Apr 200.95 Yr.

Data below for TATA Digital India Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Technology85.03%
Industrials6.04%
Communication Services5.81%
Asset Allocation
Asset ClassValue
Cash3.12%
Equity96.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
24%₹238 Cr1,900,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
10%₹101 Cr349,126
↑ 67,000
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jan 16 | HCLTECH
9%₹94 Cr1,039,000
↑ 55,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
7%₹72 Cr435,363
↓ -85,000
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 507685
7%₹65 Cr1,596,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
7%₹65 Cr710,000
↑ 100,000
MindTree Ltd (Technology)
Equity, Since 31 Jul 19 | 532819
4%₹39 Cr245,000
Birlasoft Ltd (Technology)
Equity, Since 31 Jul 20 | 532400
3%₹34 Cr1,505,000
Indian Railway Catering And Tourism Corp Ltd (Industrials)
Equity, Since 31 Dec 20 | 542830
3%₹31 Cr179,000
↑ 30,000
Tata Elxsi Ltd (Technology)
Equity, Since 31 May 20 | 500408
3%₹29 Cr109,000
↓ -15,000

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 11.6% since its launch.  Ranked 33 in Sectoral category.  Return for 2020 was 59% , 2019 was 9.6% and 2018 was 15.6% .

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 (09 Apr 21) ₹103.08 ↑ 0.56   (0.55 %)
Net Assets (Cr) ₹1,016 on 28 Feb 21
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 1.69
Information Ratio 0.4
Alpha Ratio 7.56
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 16₹10,000
31 Mar 17₹9,908
31 Mar 18₹13,014
31 Mar 19₹14,944
31 Mar 20₹12,374
31 Mar 21₹27,162

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 ₹543,623.
Net Profit of ₹243,623
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 9 Apr 21

DurationReturns
1 Month 7.3%
3 Month 12%
6 Month 37.2%
1 Year 126.1%
3 Year 30.5%
5 Year 24%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 59%
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%
Fund Manager information for Aditya Birla Sun Life Digital India Fund
NameSinceTenure
Kunal Sangoi15 Jan 147.21 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Technology72.32%
Communication Services15.19%
Industrials10.34%
Asset Allocation
Asset ClassValue
Cash2.15%
Equity97.85%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
22%₹220 Cr1,754,259
↑ 50,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
10%₹98 Cr336,987
↑ 10,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
9%₹91 Cr989,943
↑ 176,000
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Dec 10 | HCLTECH
7%₹68 Cr747,931
↑ 38,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
7%₹67 Cr1,198,937
↓ -47,970
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
5%₹50 Cr769,609
Just Dial Ltd (Communication Services)
Equity, Since 30 Sep 19 | 535648
4%₹45 Cr633,953
↑ 30,000
Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Jun 18 | 517174
4%₹37 Cr8,159
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Aug 20 | 532809
3%₹30 Cr2,978,652
↑ 644,150
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹26 Cr156,326

5. SBI Technology Opportunities Fund

(Erstwhile SBI IT Fund)

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

SBI Technology Opportunities Fund is a Equity - Sectoral fund was launched on 9 Jan 13. It is a fund with High risk and has given a CAGR/Annualized return of 21.5% since its launch.  Ranked 42 in Sectoral category.  Return for 2020 was 47.3% , 2019 was 12.2% and 2018 was 17.1% .

Below is the key information for SBI Technology Opportunities Fund

SBI Technology Opportunities Fund
Growth
Launch Date 9 Jan 13
NAV (09 Apr 21) ₹114.532 ↑ 0.73   (0.64 %)
Net Assets (Cr) ₹522 on 28 Feb 21
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.62
Sharpe Ratio 1.58
Information Ratio 0.05
Alpha Ratio 2.67
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-15 Days (0.5%),15 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 16₹10,000
31 Mar 17₹9,639
31 Mar 18₹11,777
31 Mar 19₹13,802
31 Mar 20₹12,008
31 Mar 21₹23,000

SBI Technology 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 ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for SBI Technology 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 9 Apr 21

DurationReturns
1 Month 9.2%
3 Month 11%
6 Month 31.4%
1 Year 99.9%
3 Year 28.1%
5 Year 20.2%
10 Year
15 Year
Since launch 21.5%
Historical performance (Yearly) on absolute basis
YearReturns
2020 47.3%
2019 12.2%
2018 17.1%
2017 13%
2016 -3.3%
2015 2.4%
2014 29.2%
2013
2012
2011
Fund Manager information for SBI Technology Opportunities Fund
NameSinceTenure
Anup Upadhyay1 Jun 119.84 Yr.

Data below for SBI Technology Opportunities Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Technology76.28%
Communication Services11.73%
Industrials4.53%
Financial Services2.11%
Asset Allocation
Asset ClassValue
Cash5.35%
Equity94.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
28%₹147 Cr1,172,200
↑ 244,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
11%₹55 Cr191,411
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Mar 06 | HCLTECH
8%₹44 Cr486,074
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
7%₹37 Cr673,130
Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 15 | 532755
6%₹32 Cr352,935
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Oct 20 | 532809
6%₹29 Cr2,955,000
Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT
5%₹25 Cr14,690
Persistent Systems Ltd (Technology)
Equity, Since 31 Aug 20 | PERSISTENT
5%₹24 Cr144,100
Alphabet Inc A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL
5%₹24 Cr1,615
Cyient Ltd (Industrials)
Equity, Since 30 Apr 20 | CYIENT
5%₹24 Cr362,150

6. Franklin India Technology Fund

To provide long-term capital appreciation by predominantly investing in equity and equity related securities of technology and technology related companies.

Franklin India Technology Fund is a Equity - Sectoral fund was launched on 22 Aug 98. It is a fund with High risk and has given a CAGR/Annualized return of 19.7% since its launch.  Ranked 41 in Sectoral category.  Return for 2020 was 56.8% , 2019 was 12.4% and 2018 was 11.9% .

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (08 Apr 21) ₹293.074 ↑ 2.99   (1.03 %)
Net Assets (Cr) ₹510 on 28 Feb 21
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.46
Sharpe Ratio 1.78
Information Ratio 0.49
Alpha Ratio 8.44
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 Mar 16₹10,000
31 Mar 17₹10,023
31 Mar 18₹12,139
31 Mar 19₹14,139
31 Mar 20₹12,141
31 Mar 21₹23,943

Franklin India 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 ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for Franklin India 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 9 Apr 21

DurationReturns
1 Month 7.5%
3 Month 6.7%
6 Month 29.1%
1 Year 104.3%
3 Year 28.1%
5 Year 20.9%
10 Year
15 Year
Since launch 19.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 56.8%
2019 12.4%
2018 11.9%
2017 19.1%
2016 -2.6%
2015 3.8%
2014 16.8%
2013 53.3%
2012 0.3%
2011 -15.5%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure
Anand Radhakrishnan3 Mar 0714.09 Yr.
Varun Sharma30 Nov 155.34 Yr.
Mayank Bukrediwala24 Aug 200.6 Yr.

Data below for Franklin India Technology Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Technology67.92%
Communication Services14.88%
Consumer Cyclical5.17%
Industrials2.59%
Financial Services0.62%
Real Estate0.19%
Health Care0.12%
Asset Allocation
Asset ClassValue
Cash8.12%
Equity91.69%
Other0.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
23%₹119 Cr945,647
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
10%₹49 Cr167,936
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 30 Jun 14 | HCLTECH
8%₹43 Cr470,000
Franklin Technology I Acc USD
Investment Fund | -
8%₹39 Cr91,868
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
7%₹33 Cr600,000
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
5%₹25 Cr270,000
↑ 40,000
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI
4%₹23 Cr46,300
MakeMyTrip Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | MMYT
3%₹15 Cr60,135
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 30 Nov 18 | 2330
3%₹14 Cr88,000
NVIDIA Corp (Technology)
Equity, Since 30 Apr 19 | NVDA
3%₹13 Cr3,300
↑ 2,300

7. 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 2020 was 45.2% , 2019 was 34.2% and 2018 was 6.5% .

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 (08 Apr 21) ₹52.2005 ↑ 0.68   (1.32 %)
Net Assets (Cr) ₹2,852 on 28 Feb 21
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.56
Sharpe Ratio 1.64
Information Ratio -0.16
Alpha Ratio -0.38
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 Mar 16₹10,000
31 Mar 17₹11,162
31 Mar 18₹13,192
31 Mar 19₹15,635
31 Mar 20₹16,448
31 Mar 21₹25,298

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 ₹518,033.
Net Profit of ₹218,033
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 9 Apr 21

DurationReturns
1 Month 11.2%
3 Month 2.6%
6 Month 12.1%
1 Year 53%
3 Year 27.2%
5 Year 21.8%
10 Year
15 Year
Since launch 19.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 45.2%
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Mayank Bukrediwala24 Aug 200.6 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Technology28.04%
Health Care16.59%
Financial Services13.59%
Consumer Cyclical12.97%
Communication Services7.86%
Real Estate4.74%
Industrials4.65%
Consumer Defensive3.12%
Basic Materials1.17%
Utility0.5%
Asset Allocation
Asset ClassValue
Cash2.71%
Equity93.88%
Other3.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹2,852 Cr5,348,649
↑ 148,968
Call, Cash & Other Assets
Net Current Assets | -
0%₹0 Cr

8. 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 21.5% since its launch.  Ranked 35 in Sectoral category.  Return for 2020 was 66.4% , 2019 was 1.7% and 2018 was 3.6% .

Below is the key information for Nippon India Pharma Fund

Nippon India Pharma Fund
Growth
Launch Date 5 Jun 04
NAV (09 Apr 21) ₹266.739 ↑ 6.83   (2.63 %)
Net Assets (Cr) ₹4,159 on 28 Feb 21
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.13
Sharpe Ratio 1.51
Information Ratio 0.93
Alpha Ratio 2.87
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
31 Mar 16₹10,000
31 Mar 17₹10,305
31 Mar 18₹10,186
31 Mar 19₹11,563
31 Mar 20₹10,925
31 Mar 21₹19,062

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 ₹447,579.
Net Profit of ₹147,579
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 9 Apr 21

DurationReturns
1 Month 7.9%
3 Month 1.9%
6 Month 13.6%
1 Year 55.8%
3 Year 24.6%
5 Year 15.1%
10 Year
15 Year
Since launch 21.5%
Historical performance (Yearly) on absolute basis
YearReturns
2020 66.4%
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%
Fund Manager information for Nippon India Pharma Fund
NameSinceTenure
Sailesh Raj Bhan1 Apr 0516.01 Yr.

Data below for Nippon India Pharma Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Health Care98.8%
Asset Allocation
Asset ClassValue
Cash0.93%
Equity99.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 09 | SUNPHARMA
11%₹476 Cr8,000,976
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Dec 15 | AUROPHARMA
10%₹428 Cr5,000,000
Lupin Ltd (Healthcare)
Equity, Since 31 Aug 08 | 500257
10%₹418 Cr4,100,025
↑ 300,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 11 | 500124
10%₹409 Cr925,000
↑ 125,000
Cipla Ltd (Healthcare)
Equity, Since 31 May 08 | 500087
10%₹401 Cr5,100,000
↑ 100,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
8%₹336 Cr1,000,000
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Aug 18 | 532843
7%₹285 Cr18,000,240
↑ 2,000,000
Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND
6%₹258 Cr1,072,953
↑ 444,875
Cadila Healthcare Ltd (Healthcare)
Equity, Since 31 Jan 18 | 532321
5%₹218 Cr5,000,000
↓ -500,000
Thyrocare Technologies Ltd (Healthcare)
Equity, Since 31 May 16 | THYROCARE
4%₹177 Cr1,950,561
↓ -91,000

9. ICICI Prudential US Bluechip Equity Fund

The investment objective of ICICI Prudential US Bluechip Equity Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities (including ADRs/GDRs issued by Indian and foreign companies) of companies listed on New York Stock Exchange and/or NASDAQ. However, there can be no assurance that the investment objective of the Scheme will be realized.

ICICI Prudential US Bluechip Equity Fund is a Equity - Global fund was launched on 6 Jul 12. It is a fund with High risk and has given a CAGR/Annualized return of 18.1% since its launch.  Ranked 7 in Global category.  Return for 2020 was 18.6% , 2019 was 34.3% and 2018 was 5.2% .

Below is the key information for ICICI Prudential US Bluechip Equity Fund

ICICI Prudential US Bluechip Equity Fund
Growth
Launch Date 6 Jul 12
NAV (08 Apr 21) ₹42.95 ↑ 0.27   (0.63 %)
Net Assets (Cr) ₹1,152 on 28 Feb 21
Category Equity - Global
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.51
Sharpe Ratio 1.16
Information Ratio -0.12
Alpha Ratio -2.12
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-3 Months (3%),3-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 16₹10,000
31 Mar 17₹11,086
31 Mar 18₹12,265
31 Mar 19₹14,498
31 Mar 20₹15,475
31 Mar 21₹22,542

ICICI Prudential US 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 ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for ICICI Prudential US 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 9 Apr 21

DurationReturns
1 Month 7.8%
3 Month 10.4%
6 Month 24.3%
1 Year 41.7%
3 Year 24.1%
5 Year 18.6%
10 Year
15 Year
Since launch 18.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 18.6%
2019 34.3%
2018 5.2%
2017 14.1%
2016 11.6%
2015 0.7%
2014 12.7%
2013 45.7%
2012
2011
Fund Manager information for ICICI Prudential US Bluechip Equity Fund
NameSinceTenure
Rohan Maru19 Sep 137.54 Yr.
Priyanka Khandelwal30 Jun 173.76 Yr.

Data below for ICICI Prudential US Bluechip Equity Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Technology16.65%
Health Care16.54%
Consumer Defensive15.59%
Financial Services15.26%
Industrials15.14%
Consumer Cyclical8.07%
Communication Services6.47%
Basic Materials3%
Energy1.01%
Asset Allocation
Asset ClassValue
Cash2.26%
Equity97.74%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bank of America Corp (Financial Services)
Equity, Since 31 Mar 20 | BAC
3%₹37 Cr144,418
Intel Corp (Technology)
Equity, Since 30 Sep 18 | INTC
3%₹35 Cr78,379
Corteva Inc (Basic Materials)
Equity, Since 31 Dec 19 | CTVA
3%₹35 Cr104,759
Lockheed Martin Corp (Industrials)
Equity, Since 30 Sep 20 | LMT
3%₹34 Cr14,122
↑ 1,010
Coca-Cola Co (Consumer Defensive)
Equity, Since 30 Jun 20 | KO
3%₹33 Cr93,070
Boeing Co (Industrials)
Equity, Since 31 Mar 20 | BA
3%₹33 Cr21,342
↑ 1,580
Salesforce.com Inc (Technology)
Equity, Since 31 Dec 18 | CRM
3%₹33 Cr20,840
Cerner Corp (Healthcare)
Equity, Since 30 Jun 20 | CERN
3%₹33 Cr64,852
↑ 31,500
Aspen Technology Inc (Technology)
Equity, Since 30 Jun 20 | AZPN
3%₹33 Cr29,781
SAP SE ADR (Technology)
Equity, Since 31 Dec 20 | SAP
3%₹33 Cr36,100
↑ 4,300

10. UTI Healthcare Fund

(Erstwhile UTI Pharma & Healthcare Fund)

The Investment objective of the Scheme is capital appreciation through investments in equities and equity related instruments of the Pharma & Healthcare sectors.

UTI Healthcare Fund is a Equity - Sectoral fund was launched on 28 Jun 99. It is a fund with High risk and has given a CAGR/Annualized return of 14.6% since its launch.  Ranked 40 in Sectoral category.  Return for 2020 was 67.4% , 2019 was 1.2% and 2018 was -7.5% .

Below is the key information for UTI Healthcare Fund

UTI Healthcare Fund
Growth
Launch Date 28 Jun 99
NAV (09 Apr 21) ₹147.046 ↑ 3.75   (2.62 %)
Net Assets (Cr) ₹600 on 28 Feb 21
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.59
Sharpe Ratio 1.51
Information Ratio 0.14
Alpha Ratio 2.9
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 Mar 16₹10,000
31 Mar 17₹10,372
31 Mar 18₹9,525
31 Mar 19₹9,975
31 Mar 20₹9,278
31 Mar 21₹16,140

UTI Healthcare 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 UTI Healthcare Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Apr 21

DurationReturns
1 Month 7%
3 Month 0.6%
6 Month 10.7%
1 Year 53.3%
3 Year 20.7%
5 Year 11.2%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 67.4%
2019 1.2%
2018 -7.5%
2017 6.2%
2016 -9.7%
2015 12.4%
2014 43.7%
2013 23.3%
2012 24.8%
2011 -9.6%
Fund Manager information for UTI Healthcare Fund
NameSinceTenure
V Srivatsa3 Mar 174.08 Yr.

Data below for UTI Healthcare Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Health Care95.59%
Basic Materials2.81%
Asset Allocation
Asset ClassValue
Cash1.6%
Equity98.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 06 | SUNPHARMA
10%₹58 Cr982,457
↓ -111,930
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 03 | 500087
9%₹57 Cr720,104
↓ -10,208
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Oct 13 | AUROPHARMA
9%₹56 Cr656,022
↑ 31,653
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 18 | 500124
8%₹46 Cr103,358
↓ -5,017
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 17 | DIVISLAB
6%₹36 Cr106,427
↓ -2,256
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Mar 19 | 540596
6%₹34 Cr578,554
Cadila Healthcare Ltd (Healthcare)
Equity, Since 31 Jan 03 | 532321
5%₹30 Cr691,692
↑ 55,643
Ajanta Pharma Ltd (Healthcare)
Equity, Since 31 Jul 17 | 532331
4%₹25 Cr141,398
↑ 3,580
Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Jan 20 | NH
4%₹23 Cr530,716
↓ -50,000
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 20 | 532843
4%₹22 Cr1,367,122
↑ 85,759

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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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