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Top High Risk High Return Mutual Funds 2019

Updated on November 14, 2019 , 6899 views

In the world of Investing, there are investors who believe in high-risk high return investments. These are investments meant for investors who are willing to take a high-risk in order to earn higher returns. Some of the equity Mutual Funds are most suited for such plans. Though these funds are most affected by the market volatility, but the longer you stay invested, the higher are the possibilities to make good profits.

High-risk-high-return

Let's look ways to find our these high risk funds to maximize wealth.

Smart Ways to Invest in High Risk Mutual Funds

A Systematic Investment plan (SIP) is an efficient mode of investment in Mutual Funds, especially in Equity Funds. A SIP allows an investor to invest a fixed amount regularly in the scheme. One of the important benefits of SIPs is that it helps in the rupee cost averaging. When you invest regularly over a period of time, regardless of the market conditions, you would get more units when the market is low and less units when the market is high. This averages out the purchase cost of your Mutual Fund units.

The other benefit is the Power of Compounding. Your money starts compounding when you invest for a longer period. The accumulated corpus is re-invested in the market and you earn returns on the returns earned by your investment. This helps in building a large corpus that could help you achieve your long-term goals with regular small investments.

Some of the other advantages of a SIP are:

  • Minimum investment starts with INR 500
  • Builds habit of long-term savings
  • Reduces long-term risk
  • Helps in goal-wise investing

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High Risk High Gain Investments in Mutual Funds FY 19 - 20

1. Sector Equity Funds

sector funds are a type of equity funds that invest in a particular sector like banking, pharma, infra, etc. Being a sector-specific, these funds are considered to be highly risky of all the equity funds. Sector funds can double or trouble your money, thus investors with a high-risk appetite should only prefer investing in sector funds. Investors planning to invest should have an in-depth knowledge of the sector/industry that they wish to invest in.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹30.55
↑ 0.10
₹1,80611.21017.516.414.6-2.4
ICICI Prudential Banking and Financial Services Fund Growth ₹67.41
↑ 0.46
₹3,2909.47.116.115.714.1-0.4
Sundaram Rural and Consumption Fund Growth ₹42.1651
↑ 0.13
₹2,12110.78.17.110.111.6-7.8
Franklin Build India Fund Growth ₹40.7556
↑ 0.45
₹1,2225.50.65.78.79.3-10.7
DSP BlackRock Natural Resources and New Energy Fund Growth ₹31.343
↓ -0.30
₹36410.50.2-1.96.310.9-15.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Nov 19

2. Mid & Small Cap Funds

Mid and Small cap funds have gained a huge attention in the past few years. mid cap funds invest in companies that are of mid-sized and small cap invest in the stocks of start-up companies or firms that are small in size. Typically, mid-caps invest in companies that have a market cap of INR 500 Cr to INR 1000 Cr, whereas, small caps are typically defined as firms with a market cap of around INR 500 Crore. These funds are considered to be risky, thus investors with a high-risk appetite should only invest in these funds. But, since these funds invest in the most emerging businesses, they have the potential to deliver good returns. It is advisable for an investor to stay invested for a longer duration in these funds.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
SBI Small Cap Fund Growth ₹53.4681
↓ -0.11
₹2,70411.28.28.314.416.3-19.6
L&T Emerging Businesses Fund Growth ₹22.54
↓ -0.03
₹5,9855.2-2.2-7.39.611-13.7
Aditya Birla Sun Life Small Cap Fund Growth ₹29.8629
↓ -0.04
₹2,2371-8.2-11.616.6-22.6
Kotak Emerging Equity Scheme Growth ₹39.249
↑ 0.03
₹4,9609.47.699.911.3-11.7
Taurus Discovery (Midcap) Fund Growth ₹43.08
↑ 0.05
₹49127.43.8118.9-7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Nov 19

3. Large Cap Funds

Large cap funds are the most popular in equity funds. These funds invest in the stocks of companies that are large in size. These are the firm that are well-established in the market and are the leaders in their industry. Historically, large-cap funds have delivered good returns. And, as these funds invest in big firms the risk is lower than that of mid & small cap funds.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
JM Core 11 Fund Growth ₹9.384
↓ -0.04
₹5311.88.613.615.110.5-5
Indiabulls Blue Chip Fund Growth ₹22.18
↑ 0.04
₹2099.7913.313.79.5-1.4
SBI Bluechip Fund Growth ₹41.2209
↑ 0.14
₹22,7439.59.112.911.49.6-4.1
Essel Large Cap Equity Fund Growth ₹23.8191
↑ 0.13
₹1067.87.811.811.88.8-6
ICICI Prudential Bluechip Fund Growth ₹43.46
↑ 0.08
₹23,0197.96.8912.48.8-0.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Nov 19

4. Diversified Funds/Multi Cap Funds

Diversified Funds invest across market capitalization i.e., large cap, mid and small cap stocks. These funds have the flexibility to adapt their portfolios according to the market. They typically invest anywhere between 40-60% in large cap stocks, 10-40% in mid-cap stocks and about 10% in small-cap stocks. Sometimes, the exposure to small-caps may be very small or none at all.

It is said that diversified funds balance out the risk and reduce the volatility that usually comes with the stock investments. If one fund in the portfolio fails to perform the others are there to balance out the returns. But nevertheless being an equity fund the risk still remains in fund.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Kotak Standard Multicap Fund Growth ₹36.888
↑ 0.04
₹26,9918.88.213.814.211.3-0.9
Mirae Asset India Equity Fund  Growth ₹53.085
↑ 0.27
₹14,9178.58.912.41511.5-0.6
Motilal Oswal Multicap 35 Fund Growth ₹26.8986
↓ -0.07
₹13,2359.67.910.512.313.2-7.8
JM Multicap Fund Growth ₹34.8936
↓ -0.12
₹13912.513.12015.510.8-5.4
SBI Magnum Multicap Fund Growth ₹50.8389
↑ 0.23
₹8,07388.31412.911.4-5.5
BNP Paribas Multi Cap Fund Growth ₹49.162
↑ 0.03
₹7068.89.912.411.79-12
Aditya Birla Sun Life Equity Fund Growth ₹741.23
↑ 3.27
₹11,24796.97.310.810.4-4.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Nov 19

1. SBI Banking & Financial Services Fund

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

SBI Banking & Financial Services Fund is a Equity - Sectoral fund was launched on 26 Feb 15. It is a fund with High risk and has given a CAGR/Annualized return of 15.4% 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 (15 Nov 19) ₹19.6711 ↑ 0.09   (0.48 %)
Net Assets (Cr) ₹1,128 on 30 Sep 19
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating Not Rated
Risk High
Expense Ratio 3.02
Sharpe Ratio 1.01
Information Ratio -0.4
Alpha Ratio -0.76
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 15₹9,313
31 Oct 16₹12,138
31 Oct 17₹14,761
31 Oct 18₹15,064
31 Oct 19₹18,995

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 ₹505,644.
Net Profit of ₹205,644
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 15 Nov 19

DurationReturns
1 Month 9%
3 Month 12.8%
6 Month 10.7%
1 Year 24.8%
3 Year 20.9%
5 Year
10 Year
15 Year
Since launch 15.4%
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
Milind Agrawal1 Aug 190.17 Yr.

Data below for SBI Banking & Financial Services Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services99.36%
Asset Allocation
Asset ClassValue
Cash0.64%
Equity99.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK
24%₹274 Cr2,233,860
↑ 127,860
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK
13%₹149 Cr3,445,814
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | KOTAKBANK
9%₹105 Cr636,000
↑ 66,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 532215
8%₹95 Cr1,390,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN
8%₹92 Cr3,385,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | 540611
8%₹88 Cr1,331,324
↓ -46,721
ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 19 | ICICIPRULI
5%₹56 Cr1,200,000
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Mar 19 | 504973
4%₹45 Cr925,072
↓ -143,283
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 17 | 500034
3%₹37 Cr92,000
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | 540716
3%₹34 Cr285,000
↑ 285,000

2. TATA India Consumer Fund

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

TATA India Consumer Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 15.7% since its launch.  Return for 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 (15 Nov 19) ₹17.6098 ↓ -0.05   (-0.26 %)
Net Assets (Cr) ₹1,396 on 30 Sep 19
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.09
Sharpe Ratio -0.09
Information Ratio 0.63
Alpha Ratio -3.16
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 16₹11,362
31 Oct 17₹16,304
31 Oct 18₹16,520
31 Oct 19₹17,999

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 ₹505,644.
Net Profit of ₹205,644
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 15 Nov 19

DurationReturns
1 Month 2.7%
3 Month 10.1%
6 Month 10%
1 Year 2.4%
3 Year 20.1%
5 Year
10 Year
15 Year
Since launch 15.7%
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 30 Sep 19

Equity Sector Allocation
SectorValue
Consumer Defensive51.75%
Consumer Cyclical35.87%
Basic Materials7.1%
Industrials2.14%
Asset Allocation
Asset ClassValue
Cash3.52%
Equity96.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 17 | 500696
11%₹152 Cr700,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC
9%₹136 Cr5,275,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Jan 18 | JUBLFOOD
5%₹73 Cr454,000
↓ -36,000
Bata India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | 500043
5%₹73 Cr402,000
↓ -14,000
GlaxoSmithKline Consumer Healthcare Ltd (Consumer Defensive)
Equity, Since 31 Mar 18 | 500676
5%₹72 Cr78,000
↓ -9,800
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | NESTLEIND
4%₹64 Cr42,500
United Spirits Ltd (Consumer Defensive)
Equity, Since 30 Nov 18 | 532432
4%₹58 Cr930,000
↓ -25,000
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | TITAN
4%₹57 Cr430,000
↓ -17,000
Dabur India Ltd (Consumer Defensive)
Equity, Since 31 Oct 17 | 500096
4%₹57 Cr1,230,000
↓ -45,000
Future Retail Ltd (Consumer Cyclical)
Equity, Since 31 Oct 16 | FRETAIL
4%₹57 Cr1,485,000

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 10.8% since its launch.  Return for 2018 was 24.9% , 2017 was 19.6% and 2016 was -6% .

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (15 Nov 19) ₹14.872 ↓ -0.05   (-0.33 %)
Net Assets (Cr) ₹417 on 30 Sep 19
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.05
Sharpe Ratio -0.41
Information Ratio -0.05
Alpha Ratio -4.56
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 Oct 16₹9,162
31 Oct 17₹10,148
31 Oct 18₹14,422
31 Oct 19₹14,933

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 ₹493,520.
Net Profit of ₹193,520
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 15 Nov 19

DurationReturns
1 Month 0.5%
3 Month 0.3%
6 Month -0.2%
1 Year 6.7%
3 Year 20%
5 Year
10 Year
15 Year
Since launch 10.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 24.9%
2017 19.6%
2016 -6%
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for TATA Digital India Fund
NameSinceTenure
Sailesh Jain9 Nov 180.23 Yr.
Meeta Shetty9 Nov 180.23 Yr.

Data below for TATA Digital India Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Technology98.68%
Asset Allocation
Asset ClassValue
Cash1.32%
Equity98.68%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
31%₹126 Cr1,839,000
↑ 92,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
23%₹93 Cr409,500
↑ 119,500
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
10%₹39 Cr339,000
↓ -24,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
9%₹39 Cr522,700
↓ -55,000
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 507685
5%₹22 Cr866,666
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
5%₹22 Cr351,200
MindTree Ltd (Technology)
Equity, Since 31 Jul 19 | 532819
5%₹20 Cr285,000
L&T Technology Services Ltd (Technology)
Equity, Since 31 May 18 | LTTS
3%₹14 Cr90,000
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 30 Jun 18 | 540005
3%₹14 Cr78,500
KPIT Technologies Ltd (Technology)
Equity, Since 31 Jan 19 | 542651
2%₹10 Cr1,125,000

4. TATA Banking and Financial Services 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 Banking and Financial Services sector in India.

TATA Banking and Financial Services 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 20.7% since its launch.  Return for 2018 was -0.1% , 2017 was 45% and 2016 was 17.8% .

Below is the key information for TATA Banking and Financial Services Fund

TATA Banking and Financial Services Fund
Growth
Launch Date 28 Dec 15
NAV (15 Nov 19) ₹20.7447 ↑ 0.03   (0.16 %)
Net Assets (Cr) ₹351 on 30 Sep 19
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.5
Sharpe Ratio 1.13
Information Ratio -0.42
Alpha Ratio 1.07
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 Oct 16₹13,182
31 Oct 17₹17,114
31 Oct 18₹15,449
31 Oct 19₹20,098

TATA Banking and Financial Services Fund SIP Returns

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

Returns for TATA Banking and 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 15 Nov 19

DurationReturns
1 Month 6.1%
3 Month 11.9%
6 Month 14.4%
1 Year 29.2%
3 Year 19.6%
5 Year
10 Year
15 Year
Since launch 20.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -0.1%
2017 45%
2016 17.8%
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for TATA Banking and Financial Services Fund
NameSinceTenure
Sonam Udasi1 Apr 162.84 Yr.
Amey Sathe18 Jun 180.62 Yr.

Data below for TATA Banking and Financial Services Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services98.54%
Asset Allocation
Asset ClassValue
Cash1.12%
Equity99.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | HDFCBANK
22%₹78 Cr638,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
15%₹51 Cr1,177,000
↑ 14,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | KOTAKBANK
11%₹40 Cr242,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 17 | HDFC
9%₹33 Cr166,800
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 532215
9%₹31 Cr450,000
↑ 53,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
5%₹16 Cr40,500
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Jun 16 | 533398
3%₹12 Cr180,000
DCB Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | 532772
3%₹12 Cr595,000
ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 16 | ICICIPRULI
3%₹12 Cr250,000
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 19 | 540777
3%₹11 Cr190,000

5. 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 (15 Nov 19) ₹31.61 ↓ -0.02   (-0.06 %)
Net Assets (Cr) ₹8,050 on 30 Sep 19
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 1.01
Information Ratio 0.65
Alpha Ratio 10.03
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 Oct 14₹10,000
31 Oct 15₹10,220
31 Oct 16₹10,908
31 Oct 17₹13,153
31 Oct 18₹13,518
31 Oct 19₹16,912

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 ₹395,578.
Net Profit of ₹95,578
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 15 Nov 19

DurationReturns
1 Month 2.3%
3 Month 9.1%
6 Month 13.9%
1 Year 21.9%
3 Year 19.2%
5 Year 10.7%
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 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services44.44%
Technology13.45%
Consumer Defensive10.68%
Basic Materials7.76%
Energy6.62%
Consumer Cyclical3.68%
Industrials1.98%
Health Care1.01%
Communication Services0.91%
Asset Allocation
Asset ClassValue
Cash7.24%
Equity92.76%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
10%₹837 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
9%₹738 Cr6,015,000
↑ 1,035,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
9%₹724 Cr4,400,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
9%₹701 Cr8,700,000
↑ 2,930,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
8%₹677 Cr1,674,293
↑ 114,293
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
8%₹644 Cr14,859,375
↑ 1,859,375
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 18 | RELIANCE
7%₹533 Cr4,000,000
↑ 1,770,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹435 Cr2,340,224
↑ 160,626
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC
4%₹346 Cr1,750,000
↑ 450,000
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Aug 16 | 500820
4%₹332 Cr1,886,000
↑ 186,000

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 16.3% 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 (15 Nov 19) ₹30.48 ↓ -0.05   (-0.16 %)
Net Assets (Cr) ₹8,384 on 30 Sep 19
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.73
Sharpe Ratio 0.47
Information Ratio 0.31
Alpha Ratio 3.67
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 Oct 14₹10,000
31 Oct 15₹10,951
31 Oct 16₹12,653
31 Oct 17₹15,651
31 Oct 18₹15,751
31 Oct 19₹19,061

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 ₹415,684.
Net Profit of ₹115,684
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 15 Nov 19

DurationReturns
1 Month 4%
3 Month 11%
6 Month 15.2%
1 Year 19.4%
3 Year 18.9%
5 Year 12.9%
10 Year
15 Year
Since launch 16.3%
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 163.4 Yr.

Data below for Axis Focused 25 Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services43.87%
Basic Materials14.2%
Technology12.34%
Consumer Cyclical9.71%
Consumer Defensive6.28%
Industrials4.38%
Energy2.38%
Health Care1.4%
Asset Allocation
Asset ClassValue
Cash1.99%
Equity98.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
10%₹841 Cr2,078,583
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
9%₹733 Cr5,970,492
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
8%₹659 Cr4,006,457
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
8%₹636 Cr747,220
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
6%₹527 Cr2,830,122
↑ 100,000
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
6%₹506 Cr3,503,558
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
6%₹488 Cr2,326,916
↓ -200,000
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Nov 18 | 500820
6%₹472 Cr2,676,200
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
5%₹420 Cr2,122,662
↓ -180,625
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 509930
5%₹416 Cr3,372,718
↑ 20,000

7. Invesco India Financial Services Fund

(Erstwhile Invesco India Banking Fund)

The investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities of companies engaged in the business of banking and financial services.

Invesco India Financial Services Fund is a Equity - Sectoral fund was launched on 14 Jul 08. It is a fund with High risk and has given a CAGR/Annualized return of 17.5% since its launch.  Ranked 5 in Sectoral category.  Return for 2018 was -0.3% , 2017 was 45.2% and 2016 was 10.4% .

Below is the key information for Invesco India Financial Services Fund

Invesco India Financial Services Fund
Growth
Launch Date 14 Jul 08
NAV (15 Nov 19) ₹61.97 ↑ 0.39   (0.63 %)
Net Assets (Cr) ₹163 on 30 Sep 19
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 0.79
Information Ratio -1.18
Alpha Ratio -5.4
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 Oct 14₹10,000
31 Oct 15₹10,925
31 Oct 16₹12,919
31 Oct 17₹16,795
31 Oct 18₹15,873
31 Oct 19₹19,590

Invesco India 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 ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Invesco India 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 15 Nov 19

DurationReturns
1 Month 8.2%
3 Month 13.1%
6 Month 13.4%
1 Year 22.7%
3 Year 18.5%
5 Year 14.1%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -0.3%
2017 45.2%
2016 10.4%
2015 -2.1%
2014 55.8%
2013 -9.5%
2012 58.1%
2011 -29.9%
2010 38.5%
2009 70.7%
Fund Manager information for Invesco India Financial Services Fund
NameSinceTenure
Amit Ganatra9 Nov 108.4 Yr.
Dhimant Kothari1 Jun 180.83 Yr.

Data below for Invesco India Financial Services Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services95.29%
Asset Allocation
Asset ClassValue
Cash4.76%
Equity95.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
27%₹44 Cr355,472
↑ 7,670
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
14%₹23 Cr521,023
↑ 7,465
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFC
12%₹20 Cr100,347
↑ 10,691
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KOTAKBANK
10%₹16 Cr97,710
↓ -3,969
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
8%₹13 Cr185,739
↑ 5,383
Triparty Repo
CBLO/Reverse Repo | -
6%₹10 Cr
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹10 Cr24,296
↓ -1,116
State Bank of India (Financial Services)
Equity, Since 31 Mar 17 | SBIN
4%₹7 Cr254,779
↑ 24,987
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jul 17 | CHOLAFIN
3%₹5 Cr168,569
↑ 24,698
Reliance Nippon Life Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 19 | 540767
3%₹4 Cr169,395
↑ 109,538

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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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