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11 Best Performing SIP Plans for 5 Year Investment 2019 | Fincash.com

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Best SIP Plans for 5 Year Investment 2019

Updated on October 17, 2019 , 7865 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 19 - 20

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
HDFC Balanced Advantage Fund Growth ₹188.872
↑ 2.91
₹37,850 500 2.9-1.23.116.615.5
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹31.8707
↓ -0.36
₹955 1,000 -2.62.72.716.113.46.5
Axis Bluechip Fund Growth ₹31.41
↑ 0.12
₹7,005 1,000 6.71024.515.512.46.5
SBI Banking & Financial Services Fund Growth ₹18.3752
↑ 0.12
₹1,015 500 -1.52.12315.3 9.5
TATA India Consumer Fund Growth ₹17.5667
↑ 0.19
₹1,321 500 9.42.96.114.8 -2.1
Axis Focused 25 Fund Growth ₹29.91
↑ 0.15
₹7,841 1,000 6.58.518.214.114.90.6
Mirae Asset Great Consumer Fund Growth ₹36.367
↑ 0.34
₹804 1,000 8.3415.71413.71.9
Mirae Asset Tax Saver Fund Growth ₹17.909
↑ 0.17
₹2,306 500 0.60.813.313.1 -2.3
Axis Long Term Equity Fund Growth ₹48.0012
↑ 0.21
₹19,236 500 6.18.420.41313.92.7
Sundaram Select Focus Fund Growth ₹185.29
↑ 1.40
₹973 250 2.12.814.212.79.81.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Mar 19
*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. 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
30 Sep 14₹10,000
30 Sep 15₹10,230
30 Sep 16₹11,669
30 Sep 17₹13,628

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 5 Mar 19

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

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 16.3% since its launch.  Ranked 6 in Global category.  Return for 2018 was 6.5% , 2017 was 18.1% and 2016 was -0.8% .

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 (18 Oct 19) ₹31.8707 ↓ -0.36   (-1.10 %)
Net Assets (Cr) ₹955 on 31 Aug 19
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.88
Sharpe Ratio 0.11
Information Ratio -0.08
Alpha Ratio 1.3
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹10,874
30 Sep 16₹11,450
30 Sep 17₹13,133
30 Sep 18₹17,984
30 Sep 19₹17,593

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 ₹426,080.
Net Profit of ₹126,080
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 5 Mar 19

DurationReturns
1 Month -2.6%
3 Month -2.6%
6 Month 2.7%
1 Year 2.7%
3 Year 16.1%
5 Year 13.4%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
2010
2009
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Pyari Menon26 Sep 190 Yr.

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

Equity Sector Allocation
SectorValue
Technology32.14%
Financial Services17.56%
Health Care13.26%
Consumer Cyclical10.63%
Industrials9.65%
Real Estate7.05%
Consumer Defensive3.39%
Communication Services0.97%
Basic Materials0.9%
Energy0.71%
Asset Allocation
Asset ClassValue
Cash0.48%
Equity96.27%
Other3.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹953 Cr2,769,331
↑ 39,182
Call, Cash & Other Assets
Receivables | -
0%₹2 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 12.4% since its launch.  Ranked 58 in Large Cap category.  Return for 2018 was 6.5% , 2017 was 38% and 2016 was -3.6% .

Below is the key information for Axis Bluechip Fund

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

Growth of 10,000 investment over the years.

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

Axis Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Axis Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Mar 19

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

Data below for Axis Bluechip Fund as on 31 Aug 19

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

4. 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 14% since its launch.  Return for 2018 was 9.5% , 2017 was 40.7% and 2016 was 17% .

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

SBI Banking & Financial Services Fund
Growth
Launch Date 26 Feb 15
NAV (18 Oct 19) ₹18.3752 ↑ 0.12   (0.63 %)
Net Assets (Cr) ₹1,015 on 31 Aug 19
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating Not Rated
Risk High
Expense Ratio 3.02
Sharpe Ratio -0.15
Information Ratio -0.5
Alpha Ratio -8.3
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
30 Sep 15₹9,151
30 Sep 16₹11,763
30 Sep 17₹14,484
30 Sep 18₹15,144
30 Sep 19₹18,341

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 ₹447,579.
Net Profit of ₹147,579
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 5 Mar 19

DurationReturns
1 Month 8.1%
3 Month -1.5%
6 Month 2.1%
1 Year 23%
3 Year 15.3%
5 Year
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2018 9.5%
2017 40.7%
2016 17%
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for SBI Banking & Financial Services Fund
NameSinceTenure
Sohini Andani26 Feb 154.43 Yr.
Milind Agrawal1 Aug 190 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services95.92%
Asset Allocation
Asset ClassValue
Cash0.64%
Equity99.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK
23%₹235 Cr1,053,000
↑ 210,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK
14%₹141 Cr3,445,814
↑ 250,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | 540611
9%₹93 Cr1,378,045
↑ 700,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN
9%₹93 Cr3,385,000
↑ 1,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 532215
9%₹92 Cr1,390,000
↑ 280,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | KOTAKBANK
8%₹82 Cr570,000
↑ 60,000
ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 19 | ICICIPRULI
5%₹51 Cr1,200,000
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Mar 19 | 504973
5%₹48 Cr1,068,355
↓ -338,729
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 19 | HDFC
4%₹43 Cr200,000
↑ 200,000
Treps
CBLO/Reverse Repo | -
4%₹39 Cr

5. 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 16% since its launch.  Return for 2018 was -2.1% , 2017 was 73.3% and 2016 was 3.1% .

Below is the key information for TATA India Consumer Fund

TATA India Consumer Fund
Growth
Launch Date 28 Dec 15
NAV (18 Oct 19) ₹17.5667 ↑ 0.19   (1.10 %)
Net Assets (Cr) ₹1,321 on 31 Aug 19
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.09
Sharpe Ratio -1.18
Information Ratio 0.75
Alpha Ratio -5.99
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

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 ₹436,710.
Net Profit of ₹136,710
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 5 Mar 19

DurationReturns
1 Month 8.7%
3 Month 9.4%
6 Month 2.9%
1 Year 6.1%
3 Year 14.8%
5 Year
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -2.1%
2017 73.3%
2016 3.1%
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for TATA India Consumer Fund
NameSinceTenure
Sonam Udasi1 Apr 163 Yr.
Ennette Fernandes18 Jun 180.78 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Defensive50.12%
Consumer Cyclical33.55%
Basic Materials5.89%
Industrials4.19%
Asset Allocation
Asset ClassValue
Cash6.29%
Equity93.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 17 | 500696
10%₹139 Cr700,000
↓ -60,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
10%₹137 Cr5,275,000
GlaxoSmithKline Consumer Healthcare Ltd (Consumer Defensive)
Equity, Since 31 Mar 18 | 500676
5%₹75 Cr87,800
Bata India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | 500043
5%₹72 Cr416,000
↓ -50,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Jan 18 | JUBLFOOD
5%₹67 Cr490,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 30 Nov 18 | 532432
5%₹64 Cr955,000
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | NESTLEIND
4%₹59 Cr42,500
↓ -3,500
Dabur India Ltd (Consumer Defensive)
Equity, Since 31 Oct 17 | 500096
4%₹57 Cr1,275,000
↓ -250,000
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | TITAN
4%₹57 Cr447,000
Future Retail Ltd (Consumer Cyclical)
Equity, Since 31 Oct 16 | FRETAIL
4%₹57 Cr1,485,000

6. 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 2018 was 0.6% , 2017 was 45.2% and 2016 was 4.6% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (18 Oct 19) ₹29.91 ↑ 0.15   (0.50 %)
Net Assets (Cr) ₹7,841 on 31 Aug 19
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.73
Sharpe Ratio -0.58
Information Ratio 0.24
Alpha Ratio -2.6
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹11,274
30 Sep 16₹12,859
30 Sep 17₹15,861
30 Sep 18₹17,349
30 Sep 19₹19,058

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 ₹436,710.
Net Profit of ₹136,710
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 5 Mar 19

DurationReturns
1 Month 10.7%
3 Month 6.5%
6 Month 8.5%
1 Year 18.2%
3 Year 14.1%
5 Year 14.9%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 0.6%
2017 45.2%
2016 4.6%
2015 3.9%
2014 38.8%
2013 5.8%
2012
2011
2010
2009
Fund Manager information for Axis Focused 25 Fund
NameSinceTenure
Jinesh Gopani7 Jun 163.23 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services42.01%
Technology14.21%
Basic Materials13.9%
Consumer Cyclical13.32%
Consumer Defensive5.47%
Health Care3%
Industrials2.42%
Energy2.39%
Asset Allocation
Asset ClassValue
Cash5.43%
Equity94.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹693 Cr2,078,583
↑ 120,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
8%₹665 Cr2,985,246
↑ 400,546
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
7%₹574 Cr4,006,457
↓ -700,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
7%₹571 Cr2,526,916
↓ -272,089
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
7%₹532 Cr747,220
↑ 25,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
6%₹499 Cr2,303,287
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
6%₹483 Cr3,503,558
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Nov 18 | 500820
6%₹433 Cr2,676,200
↑ 200,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
5%₹429 Cr2,730,122
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 509930
5%₹371 Cr3,352,718

7. 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 16.3% since its launch.  Ranked 7 in Sectoral category.  Return for 2018 was 1.9% , 2017 was 51% and 2016 was 2% .

Below is the key information for Mirae Asset Great Consumer Fund

Mirae Asset Great Consumer Fund
Growth
Launch Date 29 Mar 11
NAV (18 Oct 19) ₹36.367 ↑ 0.34   (0.95 %)
Net Assets (Cr) ₹804 on 31 Aug 19
Category Equity - Sectoral
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk High
Expense Ratio 2.78
Sharpe Ratio -0.63
Information Ratio 0.69
Alpha Ratio 2.9
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹11,006
30 Sep 16₹12,538
30 Sep 17₹15,386
30 Sep 18₹16,745
30 Sep 19₹18,490

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 ₹426,080.
Net Profit of ₹126,080
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 5 Mar 19

DurationReturns
1 Month 9.8%
3 Month 8.3%
6 Month 4%
1 Year 15.7%
3 Year 14%
5 Year 13.7%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 1.9%
2017 51%
2016 2%
2015 3.8%
2014 42.7%
2013 9.9%
2012 35.6%
2011
2010
2009
Fund Manager information for Mirae Asset Great Consumer Fund
NameSinceTenure
Ankit Jain5 Oct 162.57 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Defensive32.66%
Consumer Cyclical29.29%
Financial Services20.02%
Industrials4.99%
Technology3.14%
Basic Materials2.77%
Communication Services2.65%
Health Care2.31%
Real Estate1.08%
Asset Allocation
Asset ClassValue
Cash1.87%
Equity98.1%
Debt0.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 14 | HDFCBANK
7%₹53 Cr237,000
↑ 10,000
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
6%₹49 Cr2,000,000
↑ 350,000
Dabur India Ltd (Consumer Defensive)
Equity, Since 31 Aug 15 | 500096
6%₹45 Cr1,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 11 | ICICIBANK
5%₹36 Cr890,000
↑ 120,000
Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 31 Jan 17 | 500800
4%₹35 Cr1,250,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | MARUTI
4%₹31 Cr50,000
Voltas Ltd (Industrials)
Equity, Since 30 Sep 15 | VOLTAS
3%₹28 Cr430,000
↑ 10,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 15 | 500696
3%₹26 Cr140,000
Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 532827
3%₹26 Cr14,000
↑ 1,000
United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Aug 18 | 532478
3%₹26 Cr190,000
↑ 5,000

8. Mirae Asset Tax Saver Fund

The investment objective of the scheme is to generate long term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. The Scheme does not guarantee or assure any returns.

Mirae Asset Tax Saver Fund is a Equity - ELSS fund was launched on 28 Dec 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.5% since its launch.  Return for 2018 was -2.3% , 2017 was 47.9% and 2016 was 14.8% .

Below is the key information for Mirae Asset Tax Saver Fund

Mirae Asset Tax Saver Fund
Growth
Launch Date 28 Dec 15
NAV (18 Oct 19) ₹17.909 ↑ 0.17   (0.98 %)
Net Assets (Cr) ₹2,306 on 31 Aug 19
Category Equity - ELSS
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2.45
Sharpe Ratio -0.42
Information Ratio 1.32
Alpha Ratio 3.7
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue

Mirae Asset Tax Saver Fund SIP Returns

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

Returns for Mirae Asset Tax Saver Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Mar 19

DurationReturns
1 Month 5.9%
3 Month 0.6%
6 Month 0.8%
1 Year 13.3%
3 Year 13.1%
5 Year
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -2.3%
2017 47.9%
2016 14.8%
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for Mirae Asset Tax Saver Fund
NameSinceTenure
Neelesh Surana28 Dec 153.26 Yr.

Data below for Mirae Asset Tax Saver Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services37.49%
Consumer Cyclical11.51%
Consumer Defensive9.97%
Technology8.58%
Basic Materials7.57%
Health Care7.34%
Energy6.9%
Industrials6.63%
Utility3.71%
Asset Allocation
Asset ClassValue
Cash0.3%
Equity99.7%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | HDFCBANK
9%₹205 Cr921,438
↑ 79,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
6%₹148 Cr3,604,412
↑ 399,203
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 15 | RELIANCE
5%₹107 Cr859,876
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | 532215
4%₹95 Cr1,431,338
↑ 220,145
State Bank of India (Financial Services)
Equity, Since 31 Dec 15 | SBIN
4%₹92 Cr3,375,773
↑ 769,246
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Dec 15 | TCS
4%₹86 Cr378,975
↓ -35,000
IndusInd Bank Ltd (Financial Services)
Equity, Since 29 Feb 16 | INDUSINDBK
4%₹85 Cr607,689
↑ 57,500
ITC Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | ITC
4%₹85 Cr3,444,875
↑ 1,959,351
Infosys Ltd (Technology)
Equity, Since 31 Dec 15 | INFY
3%₹75 Cr925,437
↓ -55,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 16 | LT
3%₹71 Cr532,880
↑ 42,299

9. 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 17.4% since its launch.  Ranked 20 in ELSS category.  Return for 2018 was 2.7% , 2017 was 37.4% and 2016 was -0.7% .

Below is the key information for Axis Long Term Equity Fund

Axis Long Term Equity Fund
Growth
Launch Date 29 Dec 09
NAV (18 Oct 19) ₹48.0012 ↑ 0.21   (0.45 %)
Net Assets (Cr) ₹19,236 on 31 Aug 19
Category Equity - ELSS
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio -0.41
Information Ratio 0.28
Alpha Ratio 3.63
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹11,799
30 Sep 16₹12,743
30 Sep 17₹14,914
30 Sep 18₹16,113
30 Sep 19₹18,065

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 ₹426,080.
Net Profit of ₹126,080
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 5 Mar 19

DurationReturns
1 Month 9.9%
3 Month 6.1%
6 Month 8.4%
1 Year 20.4%
3 Year 13%
5 Year 13.9%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 2.7%
2017 37.4%
2016 -0.7%
2015 6.7%
2014 66.2%
2013 16.5%
2012 33.7%
2011 -14.8%
2010 30%
2009
Fund Manager information for Axis Long Term Equity Fund
NameSinceTenure
Jinesh Gopani1 Apr 117.84 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services42.36%
Consumer Cyclical14.62%
Technology12.66%
Consumer Defensive9.7%
Basic Materials7.51%
Utility3.62%
Industrials3.1%
Health Care1.4%
Real Estate0%
Asset Allocation
Asset ClassValue
Cash3.08%
Equity96.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
8%₹1,631 Cr4,895,078
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 11 | KOTAKBANK
8%₹1,589 Cr11,099,075
↓ -365,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 17 | TCS
8%₹1,527 Cr6,757,664
↓ -290,426
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Nov 14 | PIDILITIND
7%₹1,429 Cr10,372,890
↓ -732
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
7%₹1,425 Cr6,397,875
↑ 220,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFC
6%₹1,164 Cr5,372,763
↑ 620,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
6%₹1,151 Cr7,328,520
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 10 | MARUTI
5%₹1,008 Cr1,645,388
↑ 275,041
GRUH Finance Ltd (Financial Services)
Equity, Since 31 May 11 | 511288
5%₹945 Cr36,601,899
↑ 66,234
Info Edge (India) Ltd (Technology)
Equity, Since 31 May 14 | NAUKRI
5%₹907 Cr4,473,367
↑ 60,758

10. Sundaram Select Focus Fund

To achieve capital appreciation by investing in equity and equity related instruments of select stocks

Sundaram Select Focus Fund is a Equity - Focused fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.5% since its launch.  Ranked 55 in Focused category.  Return for 2018 was 1.2% , 2017 was 35.9% and 2016 was 0.6% .

Below is the key information for Sundaram Select Focus Fund

Sundaram Select Focus Fund
Growth
Launch Date 30 Jul 02
NAV (18 Oct 19) ₹185.29 ↑ 1.40   (0.76 %)
Net Assets (Cr) ₹973 on 31 Aug 19
Category Equity - Focused
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.78
Sharpe Ratio -0.42
Information Ratio 0.3
Alpha Ratio 0.98
Min Investment 5,000
Min SIP Investment 250
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue

Sundaram Select Focus 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 Sundaram Select Focus Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Mar 19

DurationReturns
1 Month 7.3%
3 Month 2.1%
6 Month 2.8%
1 Year 14.2%
3 Year 12.7%
5 Year 9.8%
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 1.2%
2017 35.9%
2016 0.6%
2015 -2.5%
2014 34.3%
2013 3.6%
2012 21.6%
2011 -23.7%
2010 12.5%
2009 65.5%
Fund Manager information for Sundaram Select Focus Fund
NameSinceTenure
Rahul Baijal10 Oct 162.97 Yr.

Data below for Sundaram Select Focus Fund as on 31 Aug 19

Equity Sector Allocation
SectorValue
Financial Services43.54%
Consumer Defensive9.79%
Industrials9.67%
Energy8.74%
Consumer Cyclical6.16%
Technology4.61%
Basic Materials3.61%
Communication Services3.06%
Health Care3.01%
Utility2.1%
Asset Allocation
Asset ClassValue
Cash5.69%
Equity94.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 12 | HDFCBANK
9%₹96 Cr778,385
↓ -17,133
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 12 | RELIANCE
9%₹88 Cr660,302
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | ICICIBANK
8%₹85 Cr1,959,917
↑ 118,752
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 19 | LT
8%₹80 Cr545,020
↑ 162,770
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
6%₹59 Cr863,592
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 29 Feb 12 | HDFC
6%₹58 Cr293,021
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
5%₹54 Cr328,849
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 500696
4%₹45 Cr227,035
↑ 227,035
Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY
4%₹41 Cr512,622
↑ 119,836
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
3%₹31 Cr838,195

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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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