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Know how to Get 1 Crore in 10,15,20 Years | Mutual Funds SIP

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How to Get 1 Crore by Investing

Updated on October 17, 2020 , 30704 views

Investing via Monthly Mutual Funds SIP

Investing in an equity mutual fund scheme via an SIP is the best way to achieve your long-term goals. Equity has the potential to offer superior returns than other asset classes. It may also help you to beat Inflation which is essential to achieve long-term goals. They also enjoy favourable taxation. Now, long-term capital gains tax on investments held over a year was tax-free (From union budget of FY 18-19 from 1st FEB Gains over above 1 Lakh in year will be taxed @ 10% i.e if one gains 1.1 Lakhs in a financial year in long term capital gains he has to pay tax on 1,10,000 - 1,00,000 = 10,000. 10% on 10,000 = 1,000 in Taxes).

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How to get 1 Crore

Below are the illustrations of how to get 1 Crore in different timeframes by investing in SIP (Systematic Investment plan) of best mutual funds.

1. How to Get 1 Crore in 20 Years

Start Investing Via Mutual Funds SIP of Rs. 7,600 Per Month

If you can spare Rs 7,600 every month, start an SIP immediately in Equity Mutual Funds. If you need help with selecting schemes, you can check our recommended equity mutual fund portfolios and pick a portfolio based on your risk appetite and SIP amount. If your portfolio of Mutual Funds manages to offer an annual return of 14 per cent (Which is lower than CAGR offered by SENSEX since inception in 1979), you would be able to create a corpus of Rs 1 crore in 20 years as show below.

1 Crore in 20 Years

Key Assumption based on historical returns are as below

Assumptions Data
Growth Rate 14%
Inflation Not Factored
Investment Amount (pm) 7,600
Time Period 20 years
Amount Invested 18,24,000
Total Corpus 1,00,04,232
Net Gains 81,80,232

More details can be worked our using our sip calculator by clicking on button below

2. How to Get 1 Crore in 15 Years

Start Investing Via Mutual Funds SIP of Rs. 16,320 Per Month

If you can spare Rs 16,320 every month, start an SIP immediately in equity mutual funds. If you need help with selecting schemes, you can check our recommended equity mutual fund portfolios and pick a portfolio based on your risk appetite and SIP amount. If your portfolio of mutual funds manages to offer an annual return of 14 per cent (Which is lower than CAGR offered by SENSEX since inception in 1979), you would be able to create a corpus of Rs 1 crore in 15 years as show below.

1 Crore in 15 Years

Key Assumption based on historical returns are as below

Assumptions Data
Growth Rate 14%
Inflation Not Factored
Investment Amount (pm) 16,320
Time Period 15 years
Amount Invested 29,37,600
Total Corpus 1,00,01,774
Net Gains 70,64,174

More details can be worked our using our SIP calculator by clicking on button below

3. How to Get 1 Crore in 10 Years

Start Investing Via Mutual Funds SIP of Rs. 38,160 Per Month

If you can spare Rs 38,160 every month, start an SIP immediately in equity mutual funds. If you need help with selecting schemes, you can check our recommended equity mutual fund portfolios and pick a portfolio based on your risk appetite and SIP amount. If your portfolio of mutual funds manages to offer an annual return of 14 per cent (Which is lower than CAGR offered by SENSEX since inception in 1979), you would be able to create a corpus of Rs 1 crore in 10 years as show below.

1 Crore in 10 years

Key Assumption based on historical returns are as below

Assumptions Data
Growth Rate 14%
Inflation Not Factored
Investment Amount (pm) 38,160
Time Period 10 years
Amount Invested 45,79,200
Total Corpus 1,00,01,408
Net Gains 54,22,208
More details can be worked our using our SIP calculator by clicking on button below

Top 10 Best Performing SIP Mutual Funds

Below is the list of best mutual funds having Net Assets/AUM above 500 Crore & sorted on 5 Year CAGR Return. Which can be looked for invested to achieve the given objective.

1. Franklin India Feeder - Franklin U S Opportunities Fund

The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America.

Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a CAGR/Annualized return of 19.7% since its launch.  Ranked 6 in Global category.  Return for 2019 was 34.2% , 2018 was 6.5% and 2017 was 18.1% .

Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund

Franklin India Feeder - Franklin U S Opportunities Fund
Growth
Launch Date 6 Feb 12
NAV (16 Oct 20) ₹47.6283 ↓ -0.14   (-0.30 %)
Net Assets (Cr) ₹2,252 on 30 Sep 20
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.56
Sharpe Ratio 1.61
Information Ratio 0.1
Alpha Ratio 3.64
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹10,530
30 Sep 17₹12,077
30 Sep 18₹16,537
30 Sep 19₹16,178
30 Sep 20₹23,415

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for Franklin India Feeder - Franklin U S Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20

DurationReturns
1 Month 6%
3 Month 9.9%
6 Month 33%
1 Year 48.1%
3 Year 25.8%
5 Year 18.6%
10 Year
15 Year
Since launch 19.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
2010
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Mayank Bukrediwala24 Aug 200.1 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Technology27.56%
Health Care16.4%
Financial Services14.27%
Consumer Cyclical13.14%
Communication Services7.96%
Industrials5.83%
Real Estate5.79%
Consumer Defensive2.2%
Basic Materials1.21%
Asset Allocation
Asset ClassValue
Cash1.75%
Equity94.72%
Other3.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹2,253 Cr4,631,642
↑ 111,337
Call, Cash & Other Assets
CBLO | -
0%-₹1 Cr

2. DSP BlackRock World Gold Fund

"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized."

DSP BlackRock World Gold Fund is a Equity - Global fund was launched on 14 Sep 07. It is a fund with High risk and has given a CAGR/Annualized return of 5.8% since its launch.  Ranked 11 in Global category.  Return for 2019 was 35.1% , 2018 was -10.7% and 2017 was -4% .

Below is the key information for DSP BlackRock World Gold Fund

DSP BlackRock World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (16 Oct 20) ₹21.0257 ↑ 0.02   (0.08 %)
Net Assets (Cr) ₹860 on 30 Sep 20
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.32
Sharpe Ratio 0.94
Information Ratio -1.09
Alpha Ratio -6.56
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹18,559
30 Sep 17₹15,414
30 Sep 18₹12,951
30 Sep 19₹17,118
30 Sep 20₹25,362

DSP BlackRock World Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for DSP BlackRock World Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20

DurationReturns
1 Month -7.1%
3 Month 2.4%
6 Month 28.7%
1 Year 57.6%
3 Year 18.4%
5 Year 17%
10 Year
15 Year
Since launch 5.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 35.1%
2018 -10.7%
2017 -4%
2016 52.7%
2015 -18.5%
2014 -3%
2013 -41.5%
2012 -5.8%
2011 -2.6%
2010 29%
Fund Manager information for DSP BlackRock World Gold Fund
NameSinceTenure
Jay Kothari1 Mar 137.59 Yr.

Data below for DSP BlackRock World Gold Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Basic Materials91.07%
Asset Allocation
Asset ClassValue
Cash5.3%
Equity92.22%
Debt0.04%
Other2.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -
97%₹835 Cr2,224,850
↑ 242,297
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
5%₹41 Cr
Net Receivables/Payables
Net Current Assets | -
2%-₹16 Cr

3. 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 10.2% since its launch.  Ranked 33 in Sectoral category.  Return for 2019 was 9.6% , 2018 was 15.6% and 2017 was 22.4% .

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 (19 Oct 20) ₹74.83 ↑ 0.01   (0.01 %)
Net Assets (Cr) ₹611 on 30 Sep 20
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.75
Sharpe Ratio 0.86
Information Ratio 0.58
Alpha Ratio 6.16
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 Sep 15₹10,000
30 Sep 16₹9,468
30 Sep 17₹10,191
30 Sep 18₹14,730
30 Sep 19₹15,096
30 Sep 20₹19,839

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 ₹447,579.
Net Profit of ₹147,579
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 16 Oct 20

DurationReturns
1 Month 5.1%
3 Month 26.9%
6 Month 62.4%
1 Year 37.4%
3 Year 25.3%
5 Year 16%
10 Year
15 Year
Since launch 10.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010 16.6%
Fund Manager information for Aditya Birla Sun Life Digital India Fund
NameSinceTenure
Kunal Sangoi15 Jan 146.71 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Technology74.05%
Communication Services13.47%
Industrials9.62%
Asset Allocation
Asset ClassValue
Cash2.85%
Equity97.14%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
24%₹148 Cr1,470,909
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
8%₹50 Cr634,366
↓ -69,252
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
6%₹38 Cr907,923
↓ -223,163
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
6%₹36 Cr143,183
↑ 49,480
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH
5%₹31 Cr387,067
↓ -137,199
Majesco Ltd (Technology)
Equity, Since 31 Jan 18 | 539289
5%₹30 Cr364,392
↓ -93,059
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
5%₹30 Cr769,609
Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Jun 18 | 517174
4%₹27 Cr8,159
Apple Inc (Technology)
Equity, Since 30 Nov 18 | AAPL
3%₹21 Cr25,144
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹20 Cr147,331
↓ -7,790

4. ICICI Prudential US Bluechip Equity Fund

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

ICICI Prudential US Bluechip Equity Fund is a Equity - Global fund was launched on 6 Jul 12. It is a fund with High risk and has given a CAGR/Annualized return of 16.2% since its launch.  Ranked 7 in Global category.  Return for 2019 was 34.3% , 2018 was 5.2% and 2017 was 14.1% .

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

ICICI Prudential US Bluechip Equity Fund
Growth
Launch Date 6 Jul 12
NAV (16 Oct 20) ₹34.76 ↑ 0.16   (0.46 %)
Net Assets (Cr) ₹822 on 30 Sep 20
Category Equity - Global
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.51
Sharpe Ratio 0.74
Information Ratio -0.22
Alpha Ratio -0.01
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-3 Months (3%),3-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹11,217
30 Sep 17₹12,880
30 Sep 18₹16,372
30 Sep 19₹17,090
30 Sep 20₹19,953

ICICI Prudential US Bluechip Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for ICICI Prudential US Bluechip Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20

DurationReturns
1 Month 0.7%
3 Month 2.7%
6 Month 13.6%
1 Year 18.4%
3 Year 17.2%
5 Year 14.8%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 34.3%
2018 5.2%
2017 14.1%
2016 11.6%
2015 0.7%
2014 12.7%
2013 45.7%
2012
2011
2010
Fund Manager information for ICICI Prudential US Bluechip Equity Fund
NameSinceTenure
Rohan Maru19 Sep 137.04 Yr.
Priyanka Khandelwal30 Jun 173.25 Yr.

Data below for ICICI Prudential US Bluechip Equity Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Technology19.11%
Health Care17.75%
Consumer Defensive15.28%
Industrials12.71%
Financial Services11.6%
Consumer Cyclical9.57%
Communication Services6.59%
Basic Materials2.71%
Energy0.98%
Asset Allocation
Asset ClassValue
Cash3.69%
Equity96.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Salesforce.com Inc (Technology)
Equity, Since 31 Dec 18 | CRM
3%₹25 Cr12,340
Aspen Technology Inc (Technology)
Equity, Since 30 Jun 20 | AZPN
3%₹24 Cr25,632
Biogen Inc (Healthcare)
Equity, Since 31 Dec 15 | BIIB
3%₹23 Cr11,038
↑ 1,503
American Express Co (Financial Services)
Equity, Since 31 Mar 20 | AXP
3%₹23 Cr30,776
↑ 2,829
Constellation Brands Inc A (Consumer Defensive)
Equity, Since 31 Mar 20 | STZ
3%₹23 Cr16,697
↑ 1,884
Comcast Corp Class A (Communication Services)
Equity, Since 31 May 20 | CMCSA
3%₹23 Cr68,332
↑ 6,365
Coca-Cola Co (Consumer Defensive)
Equity, Since 30 Jun 20 | KO
3%₹22 Cr61,445
↑ 6,502
Altria Group Inc (Consumer Defensive)
Equity, Since 30 Sep 19 | MO
3%₹22 Cr68,838
↑ 5,178
Kellogg Co (Consumer Defensive)
Equity, Since 31 Dec 18 | K
3%₹22 Cr42,435
↑ 3,644
Gilead Sciences Inc (Healthcare)
Equity, Since 31 May 16 | GILD
3%₹22 Cr45,067
↑ 8,889

5. 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 10.9% since its launch.  Ranked 37 in Sectoral category.  Return for 2019 was 2.3% , 2018 was 19.1% and 2017 was 19.8% .

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (19 Oct 20) ₹84.13 ↓ -0.31   (-0.37 %)
Net Assets (Cr) ₹692 on 30 Sep 20
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 0.91
Information Ratio -0.35
Alpha Ratio 4.24
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 Sep 15₹10,000
30 Sep 16₹8,933
30 Sep 17₹9,486
30 Sep 18₹14,364
30 Sep 19₹13,890
30 Sep 20₹18,896

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 ₹436,710.
Net Profit of ₹136,710
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 16 Oct 20

DurationReturns
1 Month 3.8%
3 Month 33%
6 Month 80.7%
1 Year 43.5%
3 Year 26%
5 Year 14.8%
10 Year
15 Year
Since launch 10.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010 44.5%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Sankaran Naren14 Jul 173.22 Yr.
Priyanka Khandelwal8 Jul 200.23 Yr.
Vaibhav Dusad2 May 200.41 Yr.

Data below for ICICI Prudential Technology Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Technology69.59%
Communication Services18.45%
Industrials4.9%
Consumer Defensive0.85%
Asset Allocation
Asset ClassValue
Cash6.21%
Equity93.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
27%₹149 Cr1,609,724
↓ -200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
10%₹53 Cr1,036,840
↑ 515,576
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
7%₹36 Cr158,185
↑ 85,000
IndiaMART InterMESH Ltd (Communication Services)
Equity, Since 30 Jun 20 | 542726
6%₹32 Cr86,256
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
5%₹26 Cr356,099
↑ 183,973
Hexaware Technologies Ltd (Technology)
Equity, Since 31 May 20 | 532129
5%₹25 Cr623,965
↓ -50,000
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 507685
4%₹22 Cr806,936
↑ 130,000
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Jul 16 | 540005
4%₹22 Cr88,788
↓ -7,630
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Aug 20 | NAUKRI
3%₹16 Cr48,545
↑ 48,545
TeamLease Services Ltd (Industrials)
Equity, Since 31 May 20 | TEAMLEASE
3%₹15 Cr64,340

6. 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 16.9% since its launch.  Ranked 34 in Multi Cap category.  Return for 2019 was 14.4% , 2018 was -0.4% and 2017 was 29.4% .

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 (19 Oct 20) ₹31.8698 ↓ -0.08   (-0.24 %)
Net Assets (Cr) ₹4,798 on 30 Sep 20
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio 0.73
Information Ratio 1.02
Alpha Ratio 19.61
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 Sep 15₹10,000
30 Sep 16₹11,466
30 Sep 17₹13,785
30 Sep 18₹15,292
30 Sep 19₹15,923
30 Sep 20₹19,739

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 ₹426,080.
Net Profit of ₹126,080
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 16 Oct 20

DurationReturns
1 Month 1.8%
3 Month 11.8%
6 Month 35.8%
1 Year 22.7%
3 Year 12.6%
5 Year 13.9%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 14.4%
2018 -0.4%
2017 29.4%
2016 3.3%
2015 8.9%
2014 44.8%
2013
2012
2011
2010
Fund Manager information for Parag Parikh Long Term Equity Fund
NameSinceTenure
Raj Mehta27 Jan 164.68 Yr.
Rajeev Thakkar24 May 137.36 Yr.
Raunak Onkar24 May 137.36 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Financial Services22.56%
Technology21.26%
Consumer Cyclical20.74%
Communication Services11.87%
Consumer Defensive9.61%
Health Care7.32%
Asset Allocation
Asset ClassValue
Cash6.63%
Equity93.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 14 | PERSISTENT
8%₹397 Cr2,958,527
Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN
7%₹356 Cr15,323
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
7%₹337 Cr19,644,240
↑ 800,005
Alphabet Inc Class C (Communication Services)
Equity, Since 31 Oct 15 | GOOG
7%₹330 Cr30,398
↑ 4,025
Mphasis Ltd (Technology)
Equity, Since 30 Jun 13 | 526299
6%₹271 Cr1,955,578
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO
5%₹252 Cr802,207
Facebook Inc A (Communication Services)
Equity, Since 31 Jul 17 | FB
5%₹240 Cr124,349
Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSFT
5%₹224 Cr146,780
↑ 58,700
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 500490
4%₹215 Cr889,164
Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Jul 20 | 540750
4%₹186 Cr8,955,802
↑ 1,557,560

7. Mirae Asset Emerging Bluechip Fund

The investment objective of the scheme is to generate income and capital appreciation from a portfolio primarily investing in Indian equities and equity related securities of large cap and mid cap companies at the time of investment. From time to time, the fund manager may also seek participation in other Indian equity and equity related securities to achieve optimal Portfolio construction. The Scheme does not guarantee or assure any returns.

Mirae Asset Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 9 Jul 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19% since its launch.  Return for 2019 was 14.7% , 2018 was -5.4% and 2017 was 49% .

Below is the key information for Mirae Asset Emerging Bluechip Fund

Mirae Asset Emerging Bluechip Fund
Growth
Launch Date 9 Jul 10
NAV (19 Oct 20) ₹59.687 ↑ 0.65   (1.09 %)
Net Assets (Cr) ₹11,466 on 30 Sep 20
Category Equity - Large & Mid Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.61
Sharpe Ratio 0.27
Information Ratio 1
Alpha Ratio 3.36
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹12,319
30 Sep 17₹15,441
30 Sep 18₹15,711
30 Sep 19₹17,489
30 Sep 20₹18,985

Mirae Asset Emerging 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 ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Mirae Asset Emerging 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 16 Oct 20

DurationReturns
1 Month 0.7%
3 Month 10%
6 Month 27.8%
1 Year 10.5%
3 Year 6.4%
5 Year 13.5%
10 Year
15 Year
Since launch 19%
Historical performance (Yearly) on absolute basis
YearReturns
2019 14.7%
2018 -5.4%
2017 49%
2016 12.2%
2015 14.1%
2014 84.6%
2013 8.6%
2012 45.6%
2011 -15.2%
2010
Fund Manager information for Mirae Asset Emerging Bluechip Fund
NameSinceTenure
Neelesh Surana9 Jul 1010.24 Yr.
Ankit Jain31 Jan 191.67 Yr.

Data below for Mirae Asset Emerging Bluechip Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Financial Services30.12%
Technology10.61%
Consumer Defensive9.78%
Consumer Cyclical9.54%
Industrials9.43%
Health Care8.4%
Basic Materials7.28%
Energy6.04%
Utility3.47%
Communication Services3.27%
Asset Allocation
Asset ClassValue
Cash0.65%
Equity99.35%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK
7%₹802 Cr7,185,544
↑ 730,000
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK
6%₹627 Cr15,887,341
↑ 1,340,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
4%₹475 Cr5,112,720
↑ 160,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
4%₹471 Cr9,487,588
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
4%₹429 Cr2,064,196
↓ -420,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
3%₹381 Cr7,434,000
↑ 4,300,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 19 | TCS
3%₹329 Cr1,458,005
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 18 | 500271
3%₹313 Cr5,311,393
State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN
3%₹310 Cr14,610,277
Voltas Ltd (Industrials)
Equity, Since 31 Dec 14 | VOLTAS
3%₹294 Cr4,634,286

8. SBI Small Cap Fund

(Erstwhile SBI Small & Midcap Fund)

The Scheme seeks to generate income and long term capital appreciation by investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies

SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.2% since its launch.  Ranked 4 in Small Cap category.  Return for 2019 was 6.1% , 2018 was -19.6% and 2017 was 78.7% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (19 Oct 20) ₹58.4498 ↑ 0.46   (0.79 %)
Net Assets (Cr) ₹5,321 on 30 Sep 20
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.57
Sharpe Ratio 0.37
Information Ratio 0.92
Alpha Ratio -1.43
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹11,931
30 Sep 17₹15,871
30 Sep 18₹16,095
30 Sep 19₹16,749
30 Sep 20₹18,800

SBI 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 ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for SBI 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 16 Oct 20

DurationReturns
1 Month -3%
3 Month 16.7%
6 Month 32.3%
1 Year 11.8%
3 Year 4.2%
5 Year 12.5%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 6.1%
2018 -19.6%
2017 78.7%
2016 1.3%
2015 20.6%
2014 110.7%
2013 7.8%
2012 31.9%
2011 -24.3%
2010 19%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 136.88 Yr.

Data below for SBI Small Cap Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Industrials30.73%
Basic Materials21.22%
Consumer Cyclical19.52%
Consumer Defensive7.21%
Financial Services7.16%
Health Care4.46%
Technology4.06%
Utility0.6%
Real Estate0.32%
Asset Allocation
Asset ClassValue
Cash4.6%
Equity95.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
5%₹271 Cr1,800,700
↑ 495,465
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 522074
5%₹267 Cr22,000,000
Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | 508486
4%₹191 Cr370,000
↑ 18,000
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
3%₹186 Cr2,900,000
City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB
3%₹182 Cr13,000,000
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | 542141
3%₹181 Cr9,000,000
↑ 485,572
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 532504
3%₹174 Cr790,000
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 540203
3%₹172 Cr1,300,000
↑ 573,283
Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 531531
3%₹167 Cr2,135,000
PI Industries Ltd (Basic Materials)
Equity, Since 31 Jul 20 | PIIND
3%₹156 Cr790,000
↓ -357,476

9. 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 9.7% since its launch.  Return for 2019 was 20.7% , 2018 was 9.5% and 2017 was 40.7% .

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

SBI Banking & Financial Services Fund
Growth
Launch Date 26 Feb 15
NAV (19 Oct 20) ₹16.8897 ↑ 0.40   (2.40 %)
Net Assets (Cr) ₹1,495 on 30 Sep 20
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating Not Rated
Risk High
Expense Ratio 2.74
Sharpe Ratio -0.3
Information Ratio -0.08
Alpha Ratio 3.68
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹12,855
30 Sep 17₹15,829
30 Sep 18₹16,550
30 Sep 19₹20,043
30 Sep 20₹16,910

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 ₹415,684.
Net Profit of ₹115,684
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 16 Oct 20

DurationReturns
1 Month 8%
3 Month 9.5%
6 Month 20.1%
1 Year -8.1%
3 Year 4.6%
5 Year 12.3%
10 Year
15 Year
Since launch 9.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 20.7%
2018 9.5%
2017 40.7%
2016 17%
2015
2014
2013
2012
2011
2010
Fund Manager information for SBI Banking & Financial Services Fund
NameSinceTenure
Milind Agrawal1 Aug 191.17 Yr.

Data below for SBI Banking & Financial Services Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Financial Services95.88%
Asset Allocation
Asset ClassValue
Cash3.53%
Equity96.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK
26%₹387 Cr3,588,360
↑ 70,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK
13%₹198 Cr5,575,814
↑ 400,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | KOTAKBANK
10%₹148 Cr1,165,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 532215
9%₹131 Cr3,077,122
↑ 170,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN
6%₹91 Cr4,885,000
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | 540716
5%₹79 Cr605,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Aug 19 | CHOLAFIN
3%₹42 Cr1,700,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Sep 19 | 533398
3%₹42 Cr367,665
ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 19 | 540133
3%₹41 Cr975,000
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 19 | M&MFIN
3%₹39 Cr3,160,000

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 11.2% since its launch.  Return for 2019 was 27.3% , 2018 was -6.8% and 2017 was 30% .

Below is the key information for IIFL Focused Equity Fund

IIFL Focused Equity Fund
Growth
Launch Date 30 Oct 14
NAV (19 Oct 20) ₹18.8271 ↑ 0.10   (0.54 %)
Net Assets (Cr) ₹963 on 30 Sep 20
Category Equity - Focused
AMC IIFL Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.34
Sharpe Ratio 0.23
Information Ratio 0.4
Alpha Ratio 6.44
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 Sep 15₹10,000
30 Sep 16₹12,228
30 Sep 17₹13,655
30 Sep 18₹13,592
30 Sep 19₹16,319
30 Sep 20₹17,442

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 ₹405,518.
Net Profit of ₹105,518
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 16 Oct 20

DurationReturns
1 Month 0.4%
3 Month 9.9%
6 Month 25.2%
1 Year 10%
3 Year 8.8%
5 Year 11.9%
10 Year
15 Year
Since launch 11.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 27.3%
2018 -6.8%
2017 30%
2016 9.9%
2015 1.8%
2014
2013
2012
2011
2010
Fund Manager information for IIFL Focused Equity Fund
NameSinceTenure
Mayur Patel11 Nov 190.89 Yr.

Data below for IIFL Focused Equity Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Financial Services27.58%
Health Care16.6%
Consumer Cyclical13.84%
Technology12.55%
Basic Materials9.8%
Energy6.89%
Communication Services4.51%
Industrials2.64%
Consumer Defensive1.89%
Asset Allocation
Asset ClassValue
Cash3.7%
Equity96.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
9%₹85 Cr2,391,949
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
6%₹62 Cr614,576
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK
6%₹56 Cr520,718
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Oct 19 | 500124
5%₹52 Cr99,687
↓ -11,000
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 19 | CROMPTON
5%₹48 Cr1,636,932
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL
5%₹43 Cr1,033,092
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Dec 18 | 540005
4%₹39 Cr152,967
Procter & Gamble Health Ltd (Healthcare)
Equity, Since 31 Mar 18 | 500126
4%₹37 Cr74,204
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
4%₹34 Cr104,188
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | BALKRISIND
3%₹33 Cr220,579

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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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