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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 July 25, 2021 , 92323 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 ₹136.95
↓ -0.31
₹3,494 100 24.83410633.727.870.6
Aditya Birla Sun Life Digital India Fund Growth ₹119.37
↓ -0.29
₹1,662 1,000 21.730.792.732.227.459
PGIM India Global Agribusiness Offshore Fund Growth ₹37.89
↑ 0.60
₹1,269 1,000 5.73.835.130.921.972.4
TATA Digital India Fund Growth ₹31.885
↓ -0.11
₹1,797 500 21.329.990.629.326.554.8
SBI Technology Opportunities Fund Growth ₹134.635
↓ -0.46
₹915 500 22.630.182.52923.547.3
Nippon India Pharma Fund Growth ₹306.136
↓ -8.36
₹5,447 100 12.622.157.228.716.966.4
SBI Healthcare Opportunities Fund Growth ₹230.551
↓ -6.75
₹2,004 500 9.417.254.526.21065.8
TATA India Pharma & Healthcare Fund Growth ₹17.4642
↓ -0.45
₹564 500 10.117.252.926.112.264.4
Kotak Small Cap Fund Growth ₹148.482
↓ -0.44
₹4,765 1,000 22.445.5120.126.119.934.2
Franklin India Technology Fund Growth ₹313.697
↑ 0.55
₹605 500 11.31361.525.922.356.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jul 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 13% 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 (27 Jul 21) ₹136.95 ↓ -0.31   (-0.23 %)
Net Assets (Cr) ₹3,494 on 30 Jun 21
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 3.89
Information Ratio 0.12
Alpha Ratio 24.87
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
30 Jun 16₹10,000
30 Jun 17₹9,534
30 Jun 18₹13,291
30 Jun 19₹14,037
30 Jun 20₹13,298
30 Jun 21₹31,119

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 ₹598,181.
Net Profit of ₹298,181
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 27 Jul 21

DurationReturns
1 Month 6.8%
3 Month 24.8%
6 Month 34%
1 Year 106%
3 Year 33.7%
5 Year 27.8%
10 Year
15 Year
Since launch 13%
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 173.97 Yr.
Priyanka Khandelwal8 Jul 200.98 Yr.
Vaibhav Dusad2 May 201.16 Yr.

Data below for ICICI Prudential Technology Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Technology78.14%
Communication Services9.19%
Industrials7.68%
Consumer Defensive1.35%
Asset Allocation
Asset ClassValue
Cash3.64%
Equity96.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
24%₹849 Cr5,370,218
↑ 794,019
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 30 Sep 20 | HCLTECH
8%₹276 Cr2,805,807
↑ 250,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
8%₹273 Cr2,496,107
↑ 635,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
7%₹243 Cr725,185
↑ 45,000
Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT
4%₹146 Cr498,305
↑ 40,234
Indian Railway Catering And Tourism Corp Ltd (Industrials)
Equity, Since 31 Dec 20 | 542830
3%₹104 Cr513,609
↑ 150,000
Coforge Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jul 20 | 532541
3%₹102 Cr245,969
↓ -8,000
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 507685
3%₹99 Cr1,821,450
↑ 130,000
MindTree Ltd (Technology)
Equity, Since 30 Jun 20 | 532819
3%₹96 Cr367,684
↑ 49,000
eClerx Services Ltd (Technology)
Equity, Since 31 Aug 20 | 532927
3%₹95 Cr489,394
↑ 123,541

2. 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 12.2% 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 (27 Jul 21) ₹119.37 ↓ -0.29   (-0.24 %)
Net Assets (Cr) ₹1,662 on 30 Jun 21
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 4.65
Information Ratio 0.96
Alpha Ratio 29.69
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 Jun 16₹10,000
30 Jun 17₹9,597
30 Jun 18₹13,361
30 Jun 19₹14,175
30 Jun 20₹14,607
30 Jun 21₹30,873

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 ₹598,181.
Net Profit of ₹298,181
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 27 Jul 21

DurationReturns
1 Month 5.5%
3 Month 21.7%
6 Month 30.7%
1 Year 92.7%
3 Year 32.2%
5 Year 27.4%
10 Year
15 Year
Since launch 12.2%
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 147.46 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Technology73.1%
Communication Services14.43%
Industrials7.92%
Asset Allocation
Asset ClassValue
Cash4.55%
Equity95.45%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
21%₹353 Cr2,235,259
↑ 125,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
10%₹167 Cr499,487
↑ 95,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
9%₹156 Cr1,419,943
↑ 205,000
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Dec 10 | HCLTECH
7%₹113 Cr1,143,931
↑ 275,000
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
5%₹76 Cr882,609
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
4%₹68 Cr231,326
↑ 25,000
Just Dial Ltd (Communication Services)
Equity, Since 30 Sep 19 | 535648
4%₹63 Cr658,953
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
3%₹56 Cr1,066,937
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Aug 20 | 532809
3%₹49 Cr2,605,109
↓ -448,543
Wipro Ltd (Technology)
Equity, Since 31 Jan 21 | 507685
3%₹43 Cr789,307
↓ -100,000

3. 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 12.6% 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 (26 Jul 21) ₹37.89 ↑ 0.60   (1.61 %)
Net Assets (Cr) ₹1,269 on 30 Jun 21
Category Others - Fund of Fund
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 0.96
Sharpe Ratio 1.44
Information Ratio 1
Alpha Ratio 7.55
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 Jun 16₹10,000
30 Jun 17₹10,313
30 Jun 18₹12,192
30 Jun 19₹13,982
30 Jun 20₹19,493
30 Jun 21₹27,599

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 27 Jul 21

DurationReturns
1 Month 3.6%
3 Month 5.7%
6 Month 3.8%
1 Year 35.1%
3 Year 30.9%
5 Year 21.9%
10 Year
15 Year
Since launch 12.6%
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
Ravi Adukia1 Jun 210.08 Yr.

Data below for PGIM India Global Agribusiness Offshore Fund as on 30 Jun 21

Asset Allocation
Asset ClassValue
Cash2.84%
Equity97.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PGIM Jennison Global Eq Opps USD I Acc
Investment Fund | -
98%₹1,240 Cr570,433
↑ 24,690
Clearing Corporation Of India Ltd.
CBLO/Reverse Repo | -
3%₹38 Cr
Net Receivables / (Payables)
Net Current Assets | -
1%-₹9 Cr

4. 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 23.1% 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 (27 Jul 21) ₹31.885 ↓ -0.11   (-0.33 %)
Net Assets (Cr) ₹1,797 on 30 Jun 21
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.05
Sharpe Ratio 3.47
Information Ratio -0.42
Alpha Ratio 12.22
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 Jun 16₹10,000
30 Jun 17₹9,267
30 Jun 18₹13,767
30 Jun 19₹14,852
30 Jun 20₹13,909
30 Jun 21₹29,896

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 27 Jul 21

DurationReturns
1 Month 5.8%
3 Month 21.3%
6 Month 29.9%
1 Year 90.6%
3 Year 29.3%
5 Year 26.5%
10 Year
15 Year
Since launch 23.1%
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 201.2 Yr.
Meeta Shetty20 Apr 201.2 Yr.
Venkat Samala26 Nov 200.59 Yr.

Data below for TATA Digital India Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Technology83.89%
Communication Services6.84%
Industrials6.61%
Consumer Cyclical0.71%
Asset Allocation
Asset ClassValue
Cash1.94%
Equity98.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
20%₹353 Cr2,230,000
↑ 200,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
15%₹272 Cr813,126
↑ 200,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
8%₹140 Cr1,275,000
↑ 440,000
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jan 16 | HCLTECH
7%₹130 Cr1,323,741
↑ 124,741
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
6%₹110 Cr375,363
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 507685
4%₹74 Cr1,350,000
Cyient Ltd (Industrials)
Equity, Since 28 Feb 21 | CYIENT
4%₹67 Cr783,339
↑ 50,000
Birlasoft Ltd (Technology)
Equity, Since 31 Jul 20 | 532400
3%₹61 Cr1,531,048
↑ 26,048
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 28 Feb 21 | 540005
3%₹56 Cr138,331
↑ 25,600
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Aug 20 | NAUKRI
3%₹53 Cr107,330

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 23% 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 (27 Jul 21) ₹134.635 ↓ -0.46   (-0.34 %)
Net Assets (Cr) ₹915 on 30 Jun 21
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.62
Sharpe Ratio 4.18
Information Ratio 0.58
Alpha Ratio 20.77
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
30 Jun 16₹10,000
30 Jun 17₹9,607
30 Jun 18₹13,415
30 Jun 19₹14,323
30 Jun 20₹14,278
30 Jun 21₹27,851

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 ₹543,623.
Net Profit of ₹243,623
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 27 Jul 21

DurationReturns
1 Month 7.3%
3 Month 22.6%
6 Month 30.1%
1 Year 82.5%
3 Year 29%
5 Year 23.5%
10 Year
15 Year
Since launch 23%
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 1110.09 Yr.

Data below for SBI Technology Opportunities Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Technology74.86%
Communication Services13.53%
Industrials3.4%
Financial Services1.84%
Asset Allocation
Asset ClassValue
Cash6.37%
Equity93.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
24%₹218 Cr1,376,700
↑ 156,500
Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL
9%₹80 Cr4,425
↑ 1,370
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Mar 06 | HCLTECH
8%₹74 Cr750,374
↑ 103,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
7%₹64 Cr191,411
Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 15 | 532755
5%₹46 Cr417,935
↑ 65,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Aug 20 | PERSISTENT
5%₹42 Cr144,100
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 May 20 | 540005
5%₹42 Cr103,000
↑ 84,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
4%₹35 Cr673,130
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Oct 20 | 532809
4%₹35 Cr1,857,000
↓ -1,098,000
Cyient Ltd (Industrials)
Equity, Since 30 Apr 20 | CYIENT
3%₹31 Cr362,150

6. 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 22.1% 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 (27 Jul 21) ₹306.136 ↓ -8.36   (-2.66 %)
Net Assets (Cr) ₹5,447 on 30 Jun 21
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.13
Sharpe Ratio 2.83
Information Ratio 1.08
Alpha Ratio 5.95
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 Jun 16₹10,000
30 Jun 17₹9,587
30 Jun 18₹10,660
30 Jun 19₹10,580
30 Jun 20₹14,071
30 Jun 21₹22,773

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 ₹458,689.
Net Profit of ₹158,689
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 27 Jul 21

DurationReturns
1 Month 1.7%
3 Month 12.6%
6 Month 22.1%
1 Year 57.2%
3 Year 28.7%
5 Year 16.9%
10 Year
15 Year
Since launch 22.1%
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 0516.26 Yr.
Kinjal Desai25 May 183.1 Yr.

Data below for Nippon India Pharma Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Health Care99.31%
Asset Allocation
Asset ClassValue
Cash0.69%
Equity99.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 11 | 500124
10%₹521 Cr960,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
9%₹507 Cr1,150,000
↑ 100,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 09 | SUNPHARMA
9%₹493 Cr7,300,976
↓ -200,000
Cipla Ltd (Healthcare)
Equity, Since 31 May 08 | 500087
9%₹467 Cr4,800,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Dec 15 | AUROPHARMA
8%₹434 Cr4,500,000
Lupin Ltd (Healthcare)
Equity, Since 31 Aug 08 | 500257
7%₹391 Cr3,400,025
Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND
7%₹360 Cr1,050,953
↓ -50,000
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Aug 18 | 532843
5%₹297 Cr12,190,455
↓ -1,490,529
Cadila Healthcare Ltd (Healthcare)
Equity, Since 31 Jan 18 | 532321
5%₹258 Cr4,000,000
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 20 | APOLLOHOSP
5%₹250 Cr691,772
↑ 200,000

7. SBI Healthcare Opportunities Fund

(Erstwhile SBI Pharma Fund)

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

SBI Healthcare Opportunities Fund is a Equity - Sectoral fund was launched on 31 Dec 04. It is a fund with High risk and has given a CAGR/Annualized return of 15.2% since its launch.  Ranked 34 in Sectoral category.  Return for 2020 was 65.8% , 2019 was -0.5% and 2018 was -9.9% .

Below is the key information for SBI Healthcare Opportunities Fund

SBI Healthcare Opportunities Fund
Growth
Launch Date 31 Dec 04
NAV (27 Jul 21) ₹230.551 ↓ -6.75   (-2.84 %)
Net Assets (Cr) ₹2,004 on 30 Jun 21
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.37
Sharpe Ratio 2.93
Information Ratio 0.62
Alpha Ratio 7.13
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
30 Jun 16₹10,000
30 Jun 17₹9,228
30 Jun 18₹8,415
30 Jun 19₹7,998
30 Jun 20₹10,674
30 Jun 21₹16,974

SBI Healthcare 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 ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for SBI Healthcare 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 27 Jul 21

DurationReturns
1 Month 2.3%
3 Month 9.4%
6 Month 17.2%
1 Year 54.5%
3 Year 26.2%
5 Year 10%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
2020 65.8%
2019 -0.5%
2018 -9.9%
2017 2.1%
2016 -14%
2015 27.1%
2014 56.8%
2013 26%
2012 37.1%
2011 -5.5%
Fund Manager information for SBI Healthcare Opportunities Fund
NameSinceTenure
Tanmaya Desai1 Jun 1110.09 Yr.

Data below for SBI Healthcare Opportunities Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Health Care97.64%
Asset Allocation
Asset ClassValue
Cash2.03%
Equity97.64%
Debt0.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 20 | 500124
10%₹195 Cr360,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Apr 20 | AUROPHARMA
9%₹190 Cr1,969,450
↑ 209,450
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 17 | SUNPHARMA
9%₹189 Cr2,800,000
Cipla Ltd (Healthcare)
Equity, Since 31 Aug 16 | 500087
9%₹175 Cr1,800,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
8%₹159 Cr360,000
Lupin Ltd (Healthcare)
Equity, Since 31 Jul 18 | 500257
8%₹152 Cr1,320,000
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 20 | ALKEM
4%₹80 Cr250,000
Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Dec 19 | NH
4%₹74 Cr1,500,000
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Apr 20 | APOLLOHOSP
3%₹70 Cr192,442
↑ 32,442
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 21 | 543220
3%₹69 Cr2,700,000

8. TATA India Pharma & Healthcare 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 the pharma & healthcare 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 Pharma & Healthcare 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 10.5% since its launch.  Return for 2020 was 64.4% , 2019 was 5.5% and 2018 was -2.6% .

Below is the key information for TATA India Pharma & Healthcare Fund

TATA India Pharma & Healthcare Fund
Growth
Launch Date 28 Dec 15
NAV (27 Jul 21) ₹17.4642 ↓ -0.45   (-2.51 %)
Net Assets (Cr) ₹564 on 30 Jun 21
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.61
Sharpe Ratio 2.55
Information Ratio 0.93
Alpha Ratio 12.87
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
30 Jun 16₹10,000
30 Jun 17₹9,323
30 Jun 18₹9,148
30 Jun 19₹9,271
30 Jun 20₹11,953
30 Jun 21₹18,412

TATA India Pharma & 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 ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for TATA India Pharma & 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 27 Jul 21

DurationReturns
1 Month 3.6%
3 Month 10.1%
6 Month 17.2%
1 Year 52.9%
3 Year 26.1%
5 Year 12.2%
10 Year
15 Year
Since launch 10.5%
Historical performance (Yearly) on absolute basis
YearReturns
2020 64.4%
2019 5.5%
2018 -2.6%
2017 4.7%
2016 -14.7%
2015
2014
2013
2012
2011
Fund Manager information for TATA India Pharma & Healthcare Fund
NameSinceTenure
Rahul Singh20 Apr 201.2 Yr.
Meeta Shetty20 Apr 201.2 Yr.

Data below for TATA India Pharma & Healthcare Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Health Care97.92%
Asset Allocation
Asset ClassValue
Cash2.08%
Equity97.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jan 16 | SUNPHARMA
9%₹53 Cr790,100
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Aug 18 | 500124
9%₹52 Cr96,000
↓ -15,000
Cipla Ltd (Healthcare)
Equity, Since 30 Apr 20 | 500087
9%₹49 Cr500,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Apr 20 | AUROPHARMA
8%₹47 Cr490,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 17 | DIVISLAB
8%₹46 Cr104,500
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Aug 20 | ALKEM
6%₹36 Cr111,365
↑ 7,000
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 16 | APOLLOHOSP
5%₹26 Cr70,500
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Aug 16 | 524494
5%₹25 Cr125,426
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Oct 20 | 532843
3%₹19 Cr795,000
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Sep 20 | 506943
3%₹17 Cr103,000

9. Kotak Small Cap Fund

(Erstwhile Kotak Midcap Scheme)

The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities.

Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.9% since its launch.  Ranked 23 in Small Cap category.  Return for 2020 was 34.2% , 2019 was 5% and 2018 was -17.3% .

Below is the key information for Kotak Small Cap Fund

Kotak Small Cap Fund
Growth
Launch Date 24 Feb 05
NAV (27 Jul 21) ₹148.482 ↓ -0.44   (-0.30 %)
Net Assets (Cr) ₹4,765 on 30 Jun 21
Category Equity - Small Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 5.32
Information Ratio 1.37
Alpha Ratio 13.3
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 Jun 16₹10,000
30 Jun 17₹12,680
30 Jun 18₹12,928
30 Jun 19₹12,514
30 Jun 20₹11,207
30 Jun 21₹24,601

Kotak Small Cap Fund SIP Returns

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

Returns for Kotak Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jul 21

DurationReturns
1 Month 6.6%
3 Month 22.4%
6 Month 45.5%
1 Year 120.1%
3 Year 26.1%
5 Year 19.9%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 34.2%
2019 5%
2018 -17.3%
2017 44%
2016 8.9%
2015 7.4%
2014 74%
2013 -4.9%
2012 50.2%
2011 -26.9%
Fund Manager information for Kotak Small Cap Fund
NameSinceTenure
Pankaj Tibrewal21 Jan 1011.45 Yr.

Data below for Kotak Small Cap Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Industrials28.43%
Consumer Cyclical25.2%
Basic Materials21.09%
Technology8.23%
Financial Services4.62%
Health Care2.27%
Consumer Defensive1.76%
Real Estate1.08%
Energy0.49%
Communication Services0.19%
Asset Allocation
Asset ClassValue
Cash6.63%
Equity93.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Century Plyboards (India) Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 532548
5%₹218 Cr5,388,506
↑ 274,118
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | 540203
4%₹172 Cr770,070
↑ 29,524
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | 513375
4%₹171 Cr2,822,818
↑ 193,685
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹159 Cr540,794
↓ -2,117
Lux Industries Ltd (Consumer Cyclical)
Equity, Since 31 Jan 18 | LUXIND
3%₹155 Cr433,916
↓ -10,003
Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 540935
3%₹146 Cr483,554
↑ 64,636
Blue Star Ltd Shs Dematerialised (Industrials)
Equity, Since 31 May 18 | BLUESTARCO
3%₹136 Cr1,665,918
↑ 320,846
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 May 14 | 509930
3%₹133 Cr615,948
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 520111
3%₹131 Cr638,056
↑ 72,634
Somany Ceramics Ltd (Industrials)
Equity, Since 31 Jan 21 | 531548
3%₹119 Cr1,939,629
↑ 163,095

10. 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 19.8% 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 (26 Jul 21) ₹313.697 ↑ 0.55   (0.17 %)
Net Assets (Cr) ₹605 on 30 Jun 21
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.46
Sharpe Ratio 3.38
Information Ratio 0.14
Alpha Ratio 11.29
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 Jun 16₹10,000
30 Jun 17₹10,158
30 Jun 18₹13,319
30 Jun 19₹13,889
30 Jun 20₹14,933
30 Jun 21₹26,511

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 ₹530,691.
Net Profit of ₹230,691
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 27 Jul 21

DurationReturns
1 Month 2.5%
3 Month 11.3%
6 Month 13%
1 Year 61.5%
3 Year 25.9%
5 Year 22.3%
10 Year
15 Year
Since launch 19.8%
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 0714.34 Yr.
Varun Sharma30 Nov 155.59 Yr.
Mayank Bukrediwala24 Aug 200.85 Yr.

Data below for Franklin India Technology Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Technology71.24%
Communication Services14.8%
Consumer Cyclical4.16%
Industrials2.84%
Financial Services0.68%
Real Estate0.19%
Health Care0.09%
Consumer Defensive0.03%
Asset Allocation
Asset ClassValue
Cash5.65%
Equity94.09%
Other0.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
25%₹149 Cr945,647
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
10%₹59 Cr176,000
↑ 1,000
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 30 Jun 14 | HCLTECH
9%₹56 Cr570,000
Franklin Technology I Acc USD
Investment Fund | -
7%₹44 Cr91,868
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI
6%₹36 Cr73,229
↑ 13,974
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
6%₹35 Cr320,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
5%₹32 Cr600,000
Cyient Ltd (Industrials)
Equity, Since 31 Dec 06 | CYIENT
3%₹17 Cr200,000
NVIDIA Corp (Technology)
Equity, Since 30 Apr 19 | NVDA
3%₹17 Cr2,800
MakeMyTrip Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | MMYT
2%₹13 Cr60,135

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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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