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How to Choose Best Equity Mutual Funds- Fund Age, Fund Manager

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How to Choose Best Equity Mutual Funds to Invest

Updated on December 2, 2021 , 1342 views

Equity Mutual Funds are one of the popular instruments for Investing. It primarily invests your money in shares/stocks of different companies. The fund manager allocates funds in these companies based on the fund’s investment objective. These funds are ideally suited for investors who have a moderate to high risk appetite and are looking for long-term Investment plan. But, when it comes to choosing one ideal equity fund it can be a difficult task. With hundreds of equity mutual funds and each claiming the best returns, it is quite puzzling to zero in on one. And the tasks get difficult when you further have to choose a fund on your own. To make the process easy and quite simple for you, we have listed down the important parameters that will help you to list down good funds to invest.

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Parameters to Pick Best Equity Funds

Following are the qualitative and quantitative measures to pick the ideal Equity Funds.

Qualitative Measures

Know your Fund Manager

The credit of performance of a Mutual Fund scheme lies with the fund manager. A fund manager is responsible for making investment decisions for the fund’s portfolio. So, investors should go through the performance of the funds managed by the particular fund manager, especially during the tough market phases. Also, investors should give more priority to a fund manager who has an experience of managing a similar kind of funds, for example- small and mid cap. Going for a fund manager who has been consistent over his career is a preferred choice.

Fund House Reputation

While choosing the Best Equity Mutual Funds to invest, always look at the quality & reputation of the fund house. A fund house with a long-standing record, large assets under management, star funds or good performing fund etc., is the one to invest in. Hence a fund house having a strong presence in the financial industry with a consistent track record should be ideally preferred.

Quantitative Measures

Fund Performance

An investor should do a fair assessment of the funds’ performances for over a period of time. Also, it is suggested to go for a fund that consistently beats its benchmark over 4-5 years, additionally, one should see each period and see if the fund is able to beat the benchmark or not.

Size of the Fund

Investors should always go for a fund that is neither too big nor too small in size. While there is no perfect definition and relation between the size of the fund, it is said that both too small and too large, can hinder a fund’s performance. Thus, while choosing a fund, it is advisable to go for the one whose AUM (Asset Under Management) is approximately same as the category.

Expense Ratio

Investors who have Mutual Fund Investments have to bear certain charges like operation costs, management fees, etc., charged by the Asset Management Company (AMC). Generally, the expense ratio is higher for schemes that are actively managed than it is for passively managed schemes (such as Index Funds or ETFs). As per the SEBI rules, an expense ratio for equity funds are a minimum of 2.5%.However, the expense ratio is something which should not supersede other important factors such as fund performance etc. It is better to pay a higher expense ratio in a fund knowing that it will beat it competitors by a good margin.

Ratio Analysis

Some of the important ratios to measure fund performance are:

  • AlphaAlpha is a measure of the success of your investment or rather outperformance against the benchmark. It measures on how much the fund or stock has performed in the general market. A positive alpha of 1 means that the fund has outperformed its benchmark index by 1%, while a negative alpha of -1 would indicate that the fund has produced 1% lower returns than its market benchmark. So, basically, an investor’s strategy should be to buy securities with positive alpha.

  • Beta– It measures volatility in a stock’s price or fund relative to a benchmark and is denoted in positive or negative figures. A Beta of 1 signifies that the stock’s price moves in line with the market, beta of a greater than 1 designates that the stock is riskier than the market, and a beta of less than 1 means that the stock is less risky than the market. So, lower beta is better in a falling market. In a rising market, high-beta is better.

  • Standard Deviation (SD- In simple terms, SD is a statistical measure representing the volatility or risk in an instrument. The higher the SD, higher will be the fluctuations in the returns.

  • Sharpe RatioSharpe Ratio measures returns (both negative & positive) with respect to the risk taken. Here the risk is defined by the Standard Deviation. A higher Sharpe ratio means, a higher return without too much risk. Thus, while investing, investors should choose a fund that shows a higher Sharpe ratio.

  • Sortino Ratio– The Sortino Ratio is a variation of Sharpe Ratio. But, unlike Sharpe ratio, Sortino ratio considers only the downside or negative return. Such a ratio is helpful for investors to assess risk in a better manner than just looking at the returns to the total volatility. Upside Capture Ratio & Downside Capture Ratio– Upside/downside capture ratio guide an investor- whether a fund is outperformed i.e. gained more or lost less than a broad market benchmark- during the phase of the market upside (strong) or downside (weak), and more importantly by how much. Well, an upside ratio of over 100 means that a given fund has beaten the benchmark during the period of positive returns. And a downside ratio of less than 100 shows that a given fund has lost less than its benchmark during the phase of dull returns. So, generally, investors should go for a fund that has a lower downside capture ratio and a higher upside capture ratio.

Best Equity Mutual Funds 2021

Considering the above parameters, we have shortlisted some of the best equity funds to invest in 2021.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
ICICI Prudential Technology Fund Growth ₹163.02
↓ -1.00
₹6,8876.338.381.542.133.670.6
Aditya Birla Sun Life Digital India Fund Growth ₹140.42
↓ -0.81
₹2,6586.732.876.740.53359
TATA Digital India Fund Growth ₹38.2451
↓ -0.30
₹3,8426.337.482.439.433.554.8
SBI Technology Opportunities Fund Growth ₹156.393
↓ -0.83
₹1,891534.472.736.629.447.3
Kotak Small Cap Fund Growth ₹166.538
↑ 0.36
₹6,1807.522.776.434.72334.2
PGIM India Midcap Opportunities Fund Growth ₹42.66
↓ -0.17
₹3,388320.665.334.322.448.4
Franklin India Technology Fund Growth ₹355.425
↑ 4.87
₹7213.625.246.732.926.856.8
ICICI Prudential Smallcap Fund Growth ₹50.85
↑ 0.02
₹3,3046.221.76930.21922.8
Parag Parikh Long Term Equity Fund Growth ₹50.4917
↓ -0.04
₹17,2204.821.847.62922.932.3
IIFL Focused Equity Fund Growth ₹29.9293
↓ -0.20
₹2,4801.217.339.828.820.323.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Dec 21

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 13.7% 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 (03 Dec 21) ₹163.02 ↓ -1.00   (-0.61 %)
Net Assets (Cr) ₹6,887 on 31 Oct 21
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.53
Sharpe Ratio 4.5
Information Ratio 0.5
Alpha Ratio 29.87
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 Nov 16₹10,000
30 Nov 17₹11,642
30 Nov 18₹14,597
30 Nov 19₹14,571
30 Nov 20₹22,704
30 Nov 21₹41,805

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 ₹689,048.
Net Profit of ₹389,048
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 3 Dec 21

DurationReturns
1 Month 1.3%
3 Month 6.3%
6 Month 38.3%
1 Year 81.5%
3 Year 42.1%
5 Year 33.6%
10 Year
15 Year
Since launch 13.7%
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
Priyanka Khandelwal8 Jul 201.32 Yr.
Vaibhav Dusad2 May 201.5 Yr.

Data below for ICICI Prudential Technology Fund as on 31 Oct 21

Equity Sector Allocation
SectorValue
Technology82.78%
Communication Services10.49%
Industrials3.45%
Consumer Cyclical0.43%
Consumer Defensive0.09%
Asset Allocation
Asset ClassValue
Cash2.77%
Equity97.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
22%₹1,494 Cr8,957,330
↑ 1,831,327
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
9%₹646 Cr1,901,982
↑ 470,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
9%₹636 Cr5,560,768
↑ 904,224
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
9%₹611 Cr4,132,059
↑ 107,956
Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT
6%₹401 Cr1,022,168
↑ 151,873
Mphasis Ltd (Technology)
Equity, Since 30 Jun 20 | 526299
4%₹301 Cr928,928
↑ 302,772
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
4%₹249 Cr3,630,200
↑ 410,379
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 21 | CTSH
3%₹236 Cr404,000
↑ 194,000
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 507685
3%₹180 Cr2,777,397
↑ 955,947
eClerx Services Ltd (Technology)
Equity, Since 31 Aug 20 | 532927
2%₹166 Cr759,028
↑ 205,808

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 12.8% 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 (03 Dec 21) ₹140.42 ↓ -0.81   (-0.57 %)
Net Assets (Cr) ₹2,658 on 31 Oct 21
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.56
Sharpe Ratio 4.5
Information Ratio 0.99
Alpha Ratio 24.75
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 Nov 16₹10,000
30 Nov 17₹12,026
30 Nov 18₹14,725
30 Nov 19₹15,720
30 Nov 20₹22,790
30 Nov 21₹40,612

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 ₹689,048.
Net Profit of ₹389,048
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 3 Dec 21

DurationReturns
1 Month 3.2%
3 Month 6.7%
6 Month 32.8%
1 Year 76.7%
3 Year 40.5%
5 Year 33%
10 Year
15 Year
Since launch 12.8%
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 147.8 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 31 Oct 21

Equity Sector Allocation
SectorValue
Technology75.71%
Communication Services11.94%
Industrials5.85%
Consumer Cyclical1.7%
Asset Allocation
Asset ClassValue
Cash4.79%
Equity95.21%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
18%₹477 Cr2,859,816
↑ 255,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
11%₹291 Cr856,472
↑ 40,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
9%₹252 Cr1,704,943
↑ 115,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH
8%₹225 Cr1,963,931
↑ 50,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
6%₹161 Cr2,351,670
↓ -100,000
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
4%₹105 Cr980,651
↑ 25,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
4%₹100 Cr255,726
↓ -5,739
Wipro Ltd (Technology)
Equity, Since 31 Jan 21 | 507685
3%₹88 Cr1,356,888
↑ 280,000
Mphasis Ltd (Technology)
Equity, Since 29 Feb 20 | 526299
3%₹80 Cr247,470
↑ 40,000
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Mar 21 | 540005
2%₹65 Cr96,710

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 25.4% 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 (03 Dec 21) ₹38.2451 ↓ -0.30   (-0.78 %)
Net Assets (Cr) ₹3,842 on 31 Oct 21
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 1.73
Sharpe Ratio 4.16
Information Ratio 0.39
Alpha Ratio 23.32
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 Nov 16₹10,000
30 Nov 17₹11,715
30 Nov 18₹15,384
30 Nov 19₹16,052
30 Nov 20₹22,527
30 Nov 21₹41,361

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 ₹689,048.
Net Profit of ₹389,048
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 3 Dec 21

DurationReturns
1 Month 1.4%
3 Month 6.3%
6 Month 37.4%
1 Year 82.4%
3 Year 39.4%
5 Year 33.5%
10 Year
15 Year
Since launch 25.4%
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
Meeta Shetty20 Apr 201.53 Yr.
Venkat Samala26 Nov 200.93 Yr.

Data below for TATA Digital India Fund as on 31 Oct 21

Equity Sector Allocation
SectorValue
Technology76.21%
Communication Services8.74%
Industrials3.88%
Consumer Cyclical2.02%
Asset Allocation
Asset ClassValue
Cash8.99%
Equity91.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
21%₹817 Cr4,896,000
↑ 1,450,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
12%₹478 Cr1,408,126
↑ 200,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
10%₹374 Cr2,532,000
↑ 125,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
9%₹352 Cr3,074,713
↑ 600,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
3%₹127 Cr324,857
↓ -181,106
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 507685
3%₹126 Cr1,950,000
↑ 500,000
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 28 Feb 21 | 540005
3%₹117 Cr175,300
↓ -45,744
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299
3%₹113 Cr349,485
↓ -154,515
L&T Technology Services Ltd (Technology)
Equity, Since 31 May 18 | LTTS
3%₹113 Cr238,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL
2%₹96 Cr1,400,000
↑ 1,400,000

4. 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 24.1% 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 (03 Dec 21) ₹156.393 ↓ -0.83   (-0.53 %)
Net Assets (Cr) ₹1,891 on 31 Oct 21
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.61
Sharpe Ratio 4.4
Information Ratio 0.91
Alpha Ratio 25.62
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 Nov 16₹10,000
30 Nov 17₹11,043
30 Nov 18₹13,866
30 Nov 19₹14,917
30 Nov 20₹20,273
30 Nov 21₹35,649

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 ₹627,226.
Net Profit of ₹327,226
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 3 Dec 21

DurationReturns
1 Month 1.7%
3 Month 5%
6 Month 34.4%
1 Year 72.7%
3 Year 36.6%
5 Year 29.4%
10 Year
15 Year
Since launch 24.1%
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 1110.43 Yr.

Data below for SBI Technology Opportunities Fund as on 31 Oct 21

Equity Sector Allocation
SectorValue
Technology73.26%
Communication Services16.87%
Industrials2.05%
Consumer Cyclical1.82%
Asset Allocation
Asset ClassValue
Cash5.88%
Equity94.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
22%₹425 Cr2,547,700
Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL
10%₹183 Cr8,395
↑ 1,500
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH
8%₹159 Cr1,393,774
↑ 97,800
Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 15 | 532755
7%₹134 Cr909,735
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
6%₹112 Cr328,911
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 May 20 | 540005
6%₹108 Cr161,100
↑ 58,100
Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT
5%₹101 Cr41,590
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
4%₹77 Cr1,130,130
NVIDIA Corp (Technology)
Equity, Since 30 Apr 21 | NVDA
3%₹64 Cr34,300
↑ 14,700
Persistent Systems Ltd (Technology)
Equity, Since 31 Aug 20 | PERSISTENT
3%₹57 Cr144,100

5. 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 18.3% 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 (03 Dec 21) ₹166.538 ↑ 0.36   (0.21 %)
Net Assets (Cr) ₹6,180 on 31 Oct 21
Category Equity - Small Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 4.63
Information Ratio 1.6
Alpha Ratio 20.68
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 Nov 16₹10,000
30 Nov 17₹13,243
30 Nov 18₹11,226
30 Nov 19₹11,877
30 Nov 20₹15,241
30 Nov 21₹27,179

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 ₹543,623.
Net Profit of ₹243,623
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 3 Dec 21

DurationReturns
1 Month 0.6%
3 Month 7.5%
6 Month 22.7%
1 Year 76.4%
3 Year 34.7%
5 Year 23%
10 Year
15 Year
Since launch 18.3%
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 1011.79 Yr.

Data below for Kotak Small Cap Fund as on 31 Oct 21

Equity Sector Allocation
SectorValue
Industrials34.2%
Consumer Cyclical26.32%
Basic Materials19.92%
Technology5.26%
Financial Services4.7%
Consumer Defensive1.63%
Health Care1.42%
Real Estate1.13%
Energy0.54%
Asset Allocation
Asset ClassValue
Cash4.88%
Equity95.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Century Plyboards (India) Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 532548
6%₹351 Cr6,507,045
↓ -8,760
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | 513375
4%₹263 Cr3,132,554
↑ 49,415
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | 540203
4%₹240 Cr969,285
↑ 56,131
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹208 Cr529,948
↓ -10,846
Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 540935
3%₹205 Cr650,103
↑ 7,345
Supreme Industries Ltd (Industrials)
Equity, Since 31 May 14 | 509930
3%₹198 Cr849,578
↑ 152,522
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 520111
3%₹193 Cr898,561
↑ 61,621
Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO
3%₹190 Cr1,978,982
Somany Ceramics Ltd (Industrials)
Equity, Since 31 Jan 21 | 531548
3%₹182 Cr2,377,258
↑ 75,349
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 18 | AMBER
3%₹163 Cr491,595
↑ 20,000

6. PGIM India Midcap Opportunities Fund

The primary objective of the Scheme is to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies. However, there is no assurance that the investment objective of the Scheme will be realized.

PGIM India Midcap Opportunities Fund is a Equity - Mid Cap fund was launched on 2 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 19.9% since its launch.  Ranked 40 in Mid Cap category.  Return for 2020 was 48.4% , 2019 was 3.6% and 2018 was -16.1% .

Below is the key information for PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund
Growth
Launch Date 2 Dec 13
NAV (03 Dec 21) ₹42.66 ↓ -0.17   (-0.40 %)
Net Assets (Cr) ₹3,388 on 31 Oct 21
Category Equity - Mid Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 2.53
Sharpe Ratio 4.97
Information Ratio 1.73
Alpha Ratio 21.73
Min Investment 5,000
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 Nov 16₹10,000
30 Nov 17₹12,678
30 Nov 18₹11,084
30 Nov 19₹11,292
30 Nov 20₹16,062
30 Nov 21₹26,604

PGIM India Midcap 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 ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for PGIM India Midcap 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 3 Dec 21

DurationReturns
1 Month -2.9%
3 Month 3%
6 Month 20.6%
1 Year 65.3%
3 Year 34.3%
5 Year 22.4%
10 Year
15 Year
Since launch 19.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 48.4%
2019 3.6%
2018 -16.1%
2017 37%
2016 -1.3%
2015 7.9%
2014 42.8%
2013
2012
2011
Fund Manager information for PGIM India Midcap Opportunities Fund
NameSinceTenure
Aniruddha Naha1 Jun 210.42 Yr.
Vivek Sharma1 Jun 210.42 Yr.

Data below for PGIM India Midcap Opportunities Fund as on 31 Oct 21

Equity Sector Allocation
SectorValue
Industrials21.77%
Basic Materials16.08%
Technology14.51%
Financial Services12.87%
Consumer Cyclical10.99%
Health Care10.59%
Real Estate3.67%
Communication Services3.38%
Consumer Defensive1.59%
Utility0.9%
Asset Allocation
Asset ClassValue
Cash3.65%
Equity96.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Mphasis Ltd (Technology)
Equity, Since 28 Feb 21 | 526299
5%₹152 Cr471,217
↑ 75,000
MindTree Ltd (Technology)
Equity, Since 30 Jun 20 | 532819
4%₹120 Cr266,900
↑ 89,400
ABB India Ltd (Industrials)
Equity, Since 30 Sep 21 | 500002
3%₹117 Cr552,973
↑ 378,900
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
3%₹115 Cr11,830,000
↑ 2,830,000
Ashok Leyland Ltd (Industrials)
Equity, Since 30 Apr 20 | 500477
3%₹113 Cr7,909,000
↑ 409,000
Timken India Ltd (Industrials)
Equity, Since 30 Sep 21 | 522113
3%₹110 Cr614,231
↑ 314,231
Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | 532541
3%₹105 Cr215,639
↑ 64,320
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 19 | 500271
3%₹101 Cr1,038,800
↑ 100,000
Sanofi India Ltd (Healthcare)
Equity, Since 30 Apr 21 | 500674
3%₹98 Cr117,929
↑ 6,229
Bata India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 500043
3%₹93 Cr469,020

7. 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 20.1% 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 (02 Dec 21) ₹355.425 ↑ 4.87   (1.39 %)
Net Assets (Cr) ₹721 on 31 Oct 21
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.51
Sharpe Ratio 3.56
Information Ratio 0.11
Alpha Ratio 14.29
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 Nov 16₹10,000
30 Nov 17₹11,630
30 Nov 18₹13,764
30 Nov 19₹14,713
30 Nov 20₹21,595
30 Nov 21₹31,824

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 ₹584,107.
Net Profit of ₹284,107
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 3 Dec 21

DurationReturns
1 Month 2%
3 Month 3.6%
6 Month 25.2%
1 Year 46.7%
3 Year 32.9%
5 Year 26.8%
10 Year
15 Year
Since launch 20.1%
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 0714.68 Yr.
Varun Sharma30 Nov 155.93 Yr.
Mayank Bukrediwala24 Aug 201.19 Yr.

Data below for Franklin India Technology Fund as on 31 Oct 21

Equity Sector Allocation
SectorValue
Technology61.75%
Communication Services17.22%
Consumer Cyclical9.22%
Industrials1.52%
Basic Materials0.57%
Financial Services0.54%
Real Estate0.18%
Health Care0.1%
Asset Allocation
Asset ClassValue
Cash8.52%
Equity91.18%
Other0.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
18%₹130 Cr778,984
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
10%₹71 Cr209,047
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
9%₹67 Cr589,055
↑ 9,055
Franklin Technology I Acc USD
Investment Fund | -
9%₹62 Cr116,868
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
7%₹51 Cr739,623
↑ 139,623
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI
6%₹44 Cr73,229
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
5%₹35 Cr239,424
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
3%₹24 Cr1,811,572
↑ 488,954
MakeMyTrip Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | MMYT
3%₹19 Cr82,135
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 30 Nov 18 | 2330
2%₹12 Cr78,000

8. ICICI Prudential Smallcap Fund

(Erstwhile ICICI Prudential Indo Asia Equity Fund)

ICICI Prudential Indo Asia Equity Fund is an OE equity scheme that seeks to generate long term capital appreciation by investing in equity, equity related securities and or share classes/units of equity funds of companies, which are incorporated or have their area of primary activity, in the Asia Pacific region. Initially the Scheme will invest in share classes of International Opportunities Fund Asian Equity Fund and thereafter the Fund Manager of the Indo Asia Equity Fund may choose to make investment in listed equity shares, securities in the Asia Pacific region. However, there can be no assurance that the investment objective of the Scheme will be realized.

ICICI Prudential Smallcap Fund is a Equity - Small Cap fund was launched on 18 Oct 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.2% since its launch.  Ranked 26 in Small Cap category.  Return for 2020 was 22.8% , 2019 was 10% and 2018 was -22.4% .

Below is the key information for ICICI Prudential Smallcap Fund

ICICI Prudential Smallcap Fund
Growth
Launch Date 18 Oct 07
NAV (03 Dec 21) ₹50.85 ↑ 0.02   (0.04 %)
Net Assets (Cr) ₹3,304 on 31 Oct 21
Category Equity - Small Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio 3.86
Information Ratio 1.13
Alpha Ratio 5.46
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 Nov 16₹10,000
30 Nov 17₹13,575
30 Nov 18₹10,687
30 Nov 19₹11,811
30 Nov 20₹13,682
30 Nov 21₹23,612

ICICI Prudential Smallcap 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 ICICI Prudential Smallcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Dec 21

DurationReturns
1 Month -2%
3 Month 6.2%
6 Month 21.7%
1 Year 69%
3 Year 30.2%
5 Year 19%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
2020 22.8%
2019 10%
2018 -22.4%
2017 42.7%
2016 6%
2015 0.5%
2014 50.6%
2013 8.8%
2012 26%
2011 -15.1%
Fund Manager information for ICICI Prudential Smallcap Fund
NameSinceTenure
Priyanka Khandelwal15 Jun 174.38 Yr.
Harish Bihani5 Nov 182.99 Yr.

Data below for ICICI Prudential Smallcap Fund as on 31 Oct 21

Equity Sector Allocation
SectorValue
Industrials23.95%
Consumer Cyclical15.92%
Financial Services10.76%
Basic Materials10.36%
Health Care7.34%
Technology6.92%
Real Estate6.67%
Communication Services6.39%
Consumer Defensive4.09%
Asset Allocation
Asset ClassValue
Cash6.49%
Equity93.51%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
INOX Leisure Ltd (Communication Services)
Equity, Since 31 Oct 18 | 532706
5%₹152 Cr3,615,617
↑ 16,359
V-Mart Retail Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | 534976
4%₹130 Cr319,721
↓ -3,475
Mahindra Lifespace Developers Ltd (Real Estate)
Equity, Since 31 Aug 19 | 532313
4%₹120 Cr4,343,402
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | 517569
3%₹112 Cr1,225,794
Birlasoft Ltd (Technology)
Equity, Since 31 Dec 20 | 532400
3%₹111 Cr2,720,309
↑ 201,257
Cyient Ltd (Industrials)
Equity, Since 31 Aug 18 | CYIENT
3%₹106 Cr993,137
↑ 88,211
Jamna Auto Industries Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 520051
3%₹104 Cr10,712,996
↑ 31,657
Blue Star Ltd (Industrials)
Equity, Since 30 Nov 17 | BLUESTARCO
3%₹103 Cr1,068,499
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Sep 16 | 532929
3%₹101 Cr2,171,200
↓ -106,450
Camlin Fine Sciences Ltd (Basic Materials)
Equity, Since 30 Nov 17 | 532834
2%₹80 Cr4,836,399

9. Parag Parikh Long Term Equity Fund

(Erstwhile Parag Parikh Long Term Value Fund)

The investment objective of the scheme is to seek to generate long-term capital growth from an actively managed portfolio primarily of equity and equity related securities.

Parag Parikh Long Term Equity Fund is a Equity - Multi Cap fund was launched on 24 May 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.9% since its launch.  Ranked 34 in Multi Cap category.  Return for 2020 was 32.3% , 2019 was 14.4% and 2018 was -0.4% .

Below is the key information for Parag Parikh Long Term Equity Fund

Parag Parikh Long Term Equity Fund
Growth
Launch Date 24 May 13
NAV (03 Dec 21) ₹50.4917 ↓ -0.04   (-0.07 %)
Net Assets (Cr) ₹17,220 on 31 Oct 21
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 6.28
Information Ratio 0.86
Alpha Ratio 31.32
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 16₹10,000
30 Nov 17₹12,593
30 Nov 18₹12,909
30 Nov 19₹14,632
30 Nov 20₹18,620
30 Nov 21₹27,659

Parag Parikh 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 ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Parag Parikh 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 3 Dec 21

DurationReturns
1 Month -0.3%
3 Month 4.8%
6 Month 21.8%
1 Year 47.6%
3 Year 29%
5 Year 22.9%
10 Year
15 Year
Since launch 20.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 32.3%
2019 14.4%
2018 -0.4%
2017 29.4%
2016 3.3%
2015 8.9%
2014 44.8%
2013
2012
2011
Fund Manager information for Parag Parikh Long Term Equity Fund
NameSinceTenure
Raj Mehta27 Jan 165.76 Yr.
Rajeev Thakkar24 May 138.44 Yr.
Raunak Onkar24 May 138.44 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 31 Oct 21

Equity Sector Allocation
SectorValue
Financial Services33.98%
Technology18.69%
Communication Services15.12%
Consumer Cyclical14.93%
Consumer Defensive7.41%
Utility3.67%
Health Care3.28%
Asset Allocation
Asset ClassValue
Cash2.92%
Equity97.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Alphabet Inc Class A (Communication Services)
Equity, Since 31 May 21 | GOOGL
9%₹1,569 Cr71,838
↑ 5,437
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 500490
8%₹1,455 Cr3,012,835
↑ 121,669
Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSFT
8%₹1,344 Cr553,487
↑ 50,540
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
7%₹1,277 Cr57,196,067
Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN
7%₹1,249 Cr48,384
↑ 4,509
Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Jul 20 | 540750
6%₹1,044 Cr14,735,528
Meta Platforms Inc Class A (Communication Services)
Equity, Since 31 Jul 17 | FB
6%₹1,035 Cr436,016
↑ 44,790
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO
5%₹827 Cr3,111,326
↑ 310,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK
5%₹819 Cr10,215,614
↑ 2,350,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532215
5%₹789 Cr10,639,094
↑ 3,575,000

10. IIFL Focused Equity Fund

(Erstwhile IIFL India Growth Fund)

The investment objective of the scheme is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

IIFL Focused Equity Fund is a Equity - Focused fund was launched on 30 Oct 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.7% since its launch.  Return for 2020 was 23.8% , 2019 was 27.3% and 2018 was -6.8% .

Below is the key information for IIFL Focused Equity Fund

IIFL Focused Equity Fund
Growth
Launch Date 30 Oct 14
NAV (03 Dec 21) ₹29.9293 ↓ -0.20   (-0.67 %)
Net Assets (Cr) ₹2,480 on 31 Oct 21
Category Equity - Focused
AMC IIFL Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 3.82
Information Ratio 1.24
Alpha Ratio 16.01
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-2 Months (2%),2 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 16₹10,000
30 Nov 17₹12,435
30 Nov 18₹11,540
30 Nov 19₹14,640
30 Nov 20₹17,396
30 Nov 21₹24,513

IIFL Focused 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 ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for IIFL Focused 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 3 Dec 21

DurationReturns
1 Month -2.5%
3 Month 1.2%
6 Month 17.3%
1 Year 39.8%
3 Year 28.8%
5 Year 20.3%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 23.8%
2019 27.3%
2018 -6.8%
2017 30%
2016 9.9%
2015 1.8%
2014
2013
2012
2011
Fund Manager information for IIFL Focused Equity Fund
NameSinceTenure
Mayur Patel11 Nov 191.97 Yr.

Data below for IIFL Focused Equity Fund as on 31 Oct 21

Equity Sector Allocation
SectorValue
Financial Services32.11%
Consumer Cyclical13.74%
Technology12.85%
Industrials10.84%
Basic Materials7.84%
Communication Services5.58%
Health Care5.39%
Energy2.85%
Consumer Defensive2.12%
Utility1.45%
Asset Allocation
Asset ClassValue
Cash5.01%
Equity94.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
10%₹244 Cr3,035,977
↑ 88,330
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
7%₹175 Cr1,051,256
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK
6%₹156 Cr988,466
↑ 38,252
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT
4%₹111 Cr629,214
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 532215
4%₹111 Cr1,495,561
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
4%₹103 Cr2,058,358
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Dec 18 | 540005
4%₹101 Cr150,945
↓ -27,616
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL
4%₹97 Cr1,421,694
SRF Ltd (Basic Materials)
Equity, Since 31 Oct 18 | SRF
4%₹97 Cr456,100
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 19 | CROMPTON
4%₹96 Cr2,062,937
↑ 53,127

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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