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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 June 5, 2025 , 78097 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. Nippon India Small Cap Fund

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.1% since its launch.  Ranked 6 in Small Cap category.  Return for 2024 was 26.1% , 2023 was 48.9% and 2022 was 6.5% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (06 Jun 25) ₹168.485 ↑ 0.49   (0.29 %)
Net Assets (Cr) ₹58,029 on 30 Apr 25
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio -0.21
Information Ratio 0.55
Alpha Ratio 1.49
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
31 May 20₹10,000
31 May 21₹22,034
31 May 22₹26,339
31 May 23₹33,417
31 May 24₹51,089
31 May 25₹54,222

Nippon India 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 ₹773,746.
Net Profit of ₹473,746
Invest Now

Returns for Nippon India 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 6 Jun 25

DurationReturns
1 Month 10.5%
3 Month 15.8%
6 Month -6.9%
1 Year 7.2%
3 Year 28%
5 Year 38.5%
10 Year
15 Year
Since launch 21.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 26.1%
2023 48.9%
2022 6.5%
2021 74.3%
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 178.41 Yr.
Kinjal Desai25 May 187.02 Yr.

Data below for Nippon India Small Cap Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Industrials22.85%
Consumer Cyclical14.12%
Financial Services13.91%
Basic Materials12.5%
Consumer Defensive9.15%
Health Care8.25%
Technology8.09%
Energy1.92%
Utility1.9%
Communication Services1.47%
Real Estate0.5%
Asset Allocation
Asset ClassValue
Cash5.34%
Equity94.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹1,280 Cr6,650,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX
2%₹1,134 Cr1,851,010
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | DIXON
1%₹773 Cr470,144
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS
1%₹766 Cr4,472,130
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA
1%₹724 Cr2,499,222
State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN
1%₹718 Cr9,100,000
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 590003
1%₹693 Cr31,784,062
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 500103
1%₹624 Cr27,500,000
Emami Ltd (Consumer Defensive)
Equity, Since 31 Jul 23 | 531162
1%₹623 Cr9,970,126
NLC India Ltd (Utilities)
Equity, Since 31 Oct 22 | NLCINDIA
1%₹619 Cr27,190,940

2. ICICI Prudential Infrastructure Fund

To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments.

ICICI Prudential Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 16.3% since its launch.  Ranked 27 in Sectoral category.  Return for 2024 was 27.4% , 2023 was 44.6% and 2022 was 28.8% .

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund
Growth
Launch Date 31 Aug 05
NAV (06 Jun 25) ₹196.47 ↑ 1.77   (0.91 %)
Net Assets (Cr) ₹7,416 on 30 Apr 25
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.22
Sharpe Ratio -0.12
Information Ratio 0
Alpha Ratio 0
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
31 May 20₹10,000
31 May 21₹18,721
31 May 22₹23,007
31 May 23₹29,843
31 May 24₹49,203
31 May 25₹53,203

ICICI Prudential Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹773,746.
Net Profit of ₹473,746
Invest Now

Returns for ICICI Prudential Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 9.2%
3 Month 15%
6 Month 0.8%
1 Year 10.1%
3 Year 33%
5 Year 38.2%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 27.4%
2023 44.6%
2022 28.8%
2021 50.1%
2020 3.6%
2019 2.6%
2018 -14%
2017 40.8%
2016 2%
2015 -3.4%
Fund Manager information for ICICI Prudential Infrastructure Fund
NameSinceTenure
Ihab Dalwai3 Jun 178 Yr.
Sharmila D’mello30 Jun 222.92 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Industrials39.73%
Basic Materials18.96%
Financial Services14.34%
Utility8.93%
Energy6.65%
Real Estate2.45%
Communication Services1.71%
Consumer Cyclical0.89%
Asset Allocation
Asset ClassValue
Cash6.34%
Equity93.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT
10%₹722 Cr2,160,204
↑ 220,204
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 24 | ADANIPORTS
4%₹306 Cr2,515,859
↓ -121,785
NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC
4%₹265 Cr12,522,005
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE
3%₹234 Cr1,662,727
↑ 103,241
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555
3%₹227 Cr6,400,000
↓ -600,000
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 500387
3%₹224 Cr75,408
↓ -11,000
Vedanta Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 500295
3%₹219 Cr5,223,662
↑ 500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK
3%₹203 Cr1,425,000
↓ -175,000
CESC Ltd (Utilities)
Equity, Since 30 Jun 23 | CESC
3%₹191 Cr12,000,502
Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL
2%₹185 Cr1,903,566

3. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Midcap 30 Fund  is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 22.8% since its launch.  Ranked 27 in Mid Cap category.  Return for 2024 was 57.1% , 2023 was 41.7% and 2022 was 10.7% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (06 Jun 25) ₹101.035 ↑ 0.60   (0.60 %)
Net Assets (Cr) ₹27,780 on 30 Apr 25
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.66
Sharpe Ratio 0.38
Information Ratio 0.46
Alpha Ratio 8.89
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 May 20₹10,000
31 May 21₹17,139
31 May 22₹21,910
31 May 23₹27,996
31 May 24₹41,746
31 May 25₹49,975

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹738,840.
Net Profit of ₹438,840
Invest Now

Returns for Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 6.5%
3 Month 11.8%
6 Month -10%
1 Year 16.3%
3 Year 32.8%
5 Year 36.9%
10 Year
15 Year
Since launch 22.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 57.1%
2023 41.7%
2022 10.7%
2021 55.8%
2020 9.3%
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Ajay Khandelwal1 Oct 240.66 Yr.
Niket Shah1 Jul 204.92 Yr.
Rakesh Shetty22 Nov 222.52 Yr.
Sunil Sawant1 Jul 240.92 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 30 Apr 25

Equity Sector Allocation
SectorValue
Technology29.99%
Consumer Cyclical16.64%
Industrials14.58%
Health Care4.76%
Communication Services3.95%
Real Estate3.03%
Basic Materials2.07%
Utility0.35%
Financial Services0.09%
Asset Allocation
Asset ClassValue
Cash32.1%
Equity67.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
10%₹3,078 Cr3,600,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
10%₹2,960 Cr5,250,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
8%₹2,437 Cr43,490,250
Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB
5%₹1,498 Cr2,500,000
Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA
4%₹1,236 Cr6,750,000
↑ 250,000
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON
4%₹1,227 Cr835,200
↑ 100,000
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | TRENT
4%₹1,210 Cr2,143,194
↑ 7,450
One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 543396
4%₹1,149 Cr12,900,814
↑ 512,314
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH
4%₹1,122 Cr9,969,361
KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI
3%₹993 Cr2,750,000
↑ 50,000

4. L&T Emerging Businesses Fund

To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities.

L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a CAGR/Annualized return of 21% since its launch.  Ranked 2 in Small Cap category.  Return for 2024 was 28.5% , 2023 was 46.1% and 2022 was 1% .

Below is the key information for L&T Emerging Businesses Fund

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (06 Jun 25) ₹82.2862 ↑ 0.99   (1.22 %)
Net Assets (Cr) ₹14,737 on 30 Apr 25
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.73
Sharpe Ratio -0.3
Information Ratio -0.1
Alpha Ratio -0.46
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 May 20₹10,000
31 May 21₹21,275
31 May 22₹25,707
31 May 23₹31,323
31 May 24₹46,528
31 May 25₹48,396

L&T Emerging Businesses Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹721,906.
Net Profit of ₹421,906
Invest Now

Returns for L&T Emerging Businesses Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 13.8%
3 Month 17.2%
6 Month -9.9%
1 Year 5.2%
3 Year 24.5%
5 Year 35.8%
10 Year
15 Year
Since launch 21%
Historical performance (Yearly) on absolute basis
YearReturns
2024 28.5%
2023 46.1%
2022 1%
2021 77.4%
2020 15.5%
2019 -8.1%
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 195.46 Yr.
Sonal Gupta1 Oct 231.67 Yr.

Data below for L&T Emerging Businesses Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Industrials26.56%
Consumer Cyclical15.68%
Financial Services15.22%
Basic Materials10.89%
Technology9.44%
Health Care7.99%
Real Estate4.93%
Consumer Defensive4.43%
Energy0.97%
Asset Allocation
Asset ClassValue
Cash3.89%
Equity96.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL
2%₹351 Cr3,518,200
↑ 72,900
Neuland Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 24 | 524558
2%₹313 Cr261,377
↑ 261,377
Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 500040
2%₹306 Cr1,595,574
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | FEDERALBNK
2%₹306 Cr15,544,000
KFin Technologies Ltd (Technology)
Equity, Since 31 Aug 24 | KFINTECH
2%₹291 Cr2,429,736
Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 24 | NAM-INDIA
2%₹284 Cr4,446,300
↑ 355,900
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX
2%₹279 Cr455,150
↑ 50,216
Cohance Lifesciences Ltd (Healthcare)
Equity, Since 31 Mar 20 | SUVENPHAR
2%₹261 Cr2,298,085
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | 590003
2%₹260 Cr11,912,400
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING
2%₹259 Cr2,566,200

5. HDFC Infrastructure Fund

To seek long-term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of infrastructure.

HDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 10 Mar 08. It is a fund with High risk and has given a CAGR/Annualized return of since its launch.  Ranked 26 in Sectoral category.  Return for 2024 was 23% , 2023 was 55.4% and 2022 was 19.3% .

Below is the key information for HDFC Infrastructure Fund

HDFC Infrastructure Fund
Growth
Launch Date 10 Mar 08
NAV (06 Jun 25) ₹47.762 ↑ 0.17   (0.35 %)
Net Assets (Cr) ₹2,392 on 30 Apr 25
Category Equity - Sectoral
AMC HDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio -0.27
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹18,382
31 May 22₹20,960
31 May 23₹26,577
31 May 24₹47,409
31 May 25₹49,598

HDFC Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹721,906.
Net Profit of ₹421,906
Invest Now

Returns for HDFC Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 7.8%
3 Month 16.5%
6 Month -1.5%
1 Year 7%
3 Year 33.8%
5 Year 35.7%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2024 23%
2023 55.4%
2022 19.3%
2021 43.2%
2020 -7.5%
2019 -3.4%
2018 -29%
2017 43.3%
2016 -1.9%
2015 -2.5%
Fund Manager information for HDFC Infrastructure Fund
NameSinceTenure
Srinivasan Ramamurthy12 Jan 241.38 Yr.
Dhruv Muchhal22 Jun 231.94 Yr.

Data below for HDFC Infrastructure Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Industrials37.51%
Financial Services20.97%
Basic Materials11.02%
Utility7.56%
Energy6.75%
Communication Services4.01%
Real Estate2.2%
Health Care1.75%
Technology1.27%
Consumer Cyclical0.48%
Asset Allocation
Asset ClassValue
Cash6.48%
Equity93.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹186 Cr1,300,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | HDFCBANK
6%₹135 Cr700,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT
5%₹127 Cr380,000
J Kumar Infraprojects Ltd (Industrials)
Equity, Since 31 Oct 15 | JKIL
4%₹94 Cr1,450,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 21 | INDIGO
3%₹79 Cr150,000
NTPC Ltd (Utilities)
Equity, Since 31 Dec 17 | 532555
3%₹78 Cr2,200,000
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 23 | KPIL
3%₹74 Cr758,285
Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE
3%₹70 Cr500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 20 | BHARTIARTL
3%₹65 Cr350,000
Paradeep Phosphates Ltd (Basic Materials)
Equity, Since 31 May 22 | 543530
3%₹62 Cr4,300,000
↓ -400,000

6. Franklin India Smaller Companies Fund

The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies.

Franklin India Smaller Companies Fund is a Equity - Small Cap fund was launched on 13 Jan 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.9% since its launch.  Ranked 11 in Small Cap category.  Return for 2024 was 23.2% , 2023 was 52.1% and 2022 was 3.6% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (06 Jun 25) ₹173.823 ↑ 0.80   (0.46 %)
Net Assets (Cr) ₹12,530 on 30 Apr 25
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio -0.31
Information Ratio 0.37
Alpha Ratio -0.69
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 May 20₹10,000
31 May 21₹20,929
31 May 22₹23,362
31 May 23₹30,009
31 May 24₹46,268
31 May 25₹48,054

Franklin India Smaller Companies Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹721,906.
Net Profit of ₹421,906
Invest Now

Returns for Franklin India Smaller Companies Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 10.9%
3 Month 17.5%
6 Month -5.5%
1 Year 4.3%
3 Year 28.2%
5 Year 35.1%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 23.2%
2023 52.1%
2022 3.6%
2021 56.4%
2020 18.7%
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Feb 1114.34 Yr.
Sandeep Manam18 Oct 213.62 Yr.
Akhil Kalluri8 Sep 222.73 Yr.

Data below for Franklin India Smaller Companies Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services19.29%
Industrials18.43%
Consumer Cyclical15.94%
Health Care11.17%
Basic Materials9.67%
Technology5.83%
Real Estate4.61%
Consumer Defensive3.63%
Utility2.72%
Energy0.88%
Asset Allocation
Asset ClassValue
Cash7.67%
Equity92.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM
3%₹405 Cr8,018,630
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
3%₹398 Cr3,868,691
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
3%₹322 Cr48,064,081
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
2%₹305 Cr13,998,917
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
2%₹269 Cr1,387,967
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS
2%₹267 Cr1,866,828
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL
2%₹256 Cr4,963,469
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
2%₹234 Cr1,448,723
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | CROMPTON
2%₹233 Cr6,900,000
Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH
2%₹232 Cr3,220,340
↑ 157,640

7. IDFC Infrastructure Fund

The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. However, there can be no assurance that the investment objective of the scheme will be realized.

IDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 8 Mar 11. It is a fund with High risk and has given a CAGR/Annualized return of 12% since its launch.  Ranked 1 in Sectoral category.  Return for 2024 was 39.3% , 2023 was 50.3% and 2022 was 1.7% .

Below is the key information for IDFC Infrastructure Fund

IDFC Infrastructure Fund
Growth
Launch Date 8 Mar 11
NAV (06 Jun 25) ₹50.514 ↑ 0.00   (0.00 %)
Net Assets (Cr) ₹1,577 on 30 Apr 25
Category Equity - Sectoral
AMC IDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.33
Sharpe Ratio -0.13
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹20,010
31 May 22₹21,463
31 May 23₹26,973
31 May 24₹48,493
31 May 25₹48,898

IDFC Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹721,906.
Net Profit of ₹421,906
Invest Now

Returns for IDFC Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 9%
3 Month 16.9%
6 Month -6.5%
1 Year 1.9%
3 Year 32.3%
5 Year 35.1%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
2024 39.3%
2023 50.3%
2022 1.7%
2021 64.8%
2020 6.3%
2019 -5.3%
2018 -25.9%
2017 58.7%
2016 10.7%
2015 -0.2%
Fund Manager information for IDFC Infrastructure Fund
NameSinceTenure
Vishal Biraia24 Jan 241.35 Yr.
Ritika Behera7 Oct 231.65 Yr.
Gaurav Satra7 Jun 240.98 Yr.

Data below for IDFC Infrastructure Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Industrials55.04%
Utility13%
Basic Materials9.55%
Communication Services5.07%
Energy4.03%
Financial Services2.72%
Technology2.49%
Consumer Cyclical2.37%
Health Care1.93%
Asset Allocation
Asset ClassValue
Cash3.24%
Equity96.76%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS
5%₹76 Cr443,385
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | RELIANCE
4%₹64 Cr452,706
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
4%₹62 Cr330,018
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹61 Cr183,173
GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA
4%₹60 Cr4,797,143
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | 532538
4%₹59 Cr50,452
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL
3%₹45 Cr1,431,700
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | ADANIPORTS
3%₹44 Cr365,137
Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 30 Apr 15 | AHLUCONT
3%₹40 Cr468,237
PTC India Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 23 | PFS
2%₹39 Cr12,400,122

8. DSP BlackRock India T.I.G.E.R Fund

To generate capital appreciation, from a portfolio that is substantially constituted of equity securities and equity related securities of corporates, which could benefit from structural changes brought about by continuing liberalization in economic policies by the government and/or continuing investments in infrastructure, both by the public and private sector.

DSP BlackRock India T.I.G.E.R Fund is a Equity - Sectoral fund was launched on 11 Jun 04. It is a fund with High risk and has given a CAGR/Annualized return of 17.8% since its launch.  Ranked 12 in Sectoral category.  Return for 2024 was 32.4% , 2023 was 49% and 2022 was 13.9% .

Below is the key information for DSP BlackRock India T.I.G.E.R Fund

DSP BlackRock India T.I.G.E.R Fund
Growth
Launch Date 11 Jun 04
NAV (06 Jun 25) ₹311.765 ↑ 1.29   (0.41 %)
Net Assets (Cr) ₹4,950 on 30 Apr 25
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.24
Sharpe Ratio -0.29
Information Ratio 0
Alpha Ratio 0
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
31 May 20₹10,000
31 May 21₹18,391
31 May 22₹21,435
31 May 23₹26,572
31 May 24₹47,601
31 May 25₹46,897

DSP BlackRock India T.I.G.E.R Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹705,310.
Net Profit of ₹405,310
Invest Now

Returns for DSP BlackRock India T.I.G.E.R Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 8.9%
3 Month 15.2%
6 Month -7.8%
1 Year 1.6%
3 Year 30.3%
5 Year 34.8%
10 Year
15 Year
Since launch 17.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 32.4%
2023 49%
2022 13.9%
2021 51.6%
2020 2.7%
2019 6.7%
2018 -17.2%
2017 47%
2016 4.1%
2015 0.7%
Fund Manager information for DSP BlackRock India T.I.G.E.R Fund
NameSinceTenure
Rohit Singhania21 Jun 1014.95 Yr.

Data below for DSP BlackRock India T.I.G.E.R Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Industrials27.2%
Basic Materials14.98%
Utility9.76%
Financial Services8.12%
Consumer Cyclical7.52%
Health Care6.82%
Energy5.82%
Communication Services2.7%
Technology2.55%
Real Estate1.72%
Consumer Defensive1.53%
Asset Allocation
Asset ClassValue
Cash9.39%
Equity90.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 532555
5%₹253 Cr7,145,883
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT
4%₹187 Cr559,286
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 24 | APOLLOHOSP
3%₹172 Cr245,928
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 25 | 532898
3%₹171 Cr5,567,574
↑ 1,647,526
Rainbow Childrens Medicare Ltd (Healthcare)
Equity, Since 31 Jan 25 | 543524
3%₹129 Cr935,870
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL
3%₹128 Cr688,435
↓ -534,680
Coal India Ltd (Energy)
Equity, Since 31 Dec 23 | COALINDIA
3%₹128 Cr3,321,453
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 24 | AMBER
3%₹128 Cr207,277
↑ 1,525
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG
2%₹120 Cr1,608,534
↑ 38,005
Siemens Ltd (Industrials)
Equity, Since 30 Nov 18 | 500550
2%₹107 Cr369,482

9. HDFC Small Cap Fund

To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies.

HDFC Small Cap Fund is a Equity - Small Cap fund was launched on 3 Apr 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.5% since its launch.  Ranked 9 in Small Cap category.  Return for 2024 was 20.4% , 2023 was 44.8% and 2022 was 4.6% .

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (06 Jun 25) ₹137.037 ↑ 0.22   (0.16 %)
Net Assets (Cr) ₹30,880 on 30 Apr 25
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.64
Sharpe Ratio -0.39
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹21,753
31 May 22₹24,075
31 May 23₹31,855
31 May 24₹44,049
31 May 25₹48,298

HDFC 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 ₹705,310.
Net Profit of ₹405,310
Invest Now

Returns for HDFC 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 6 Jun 25

DurationReturns
1 Month 12.8%
3 Month 15.6%
6 Month -5.1%
1 Year 9.9%
3 Year 26.8%
5 Year 34.6%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 20.4%
2023 44.8%
2022 4.6%
2021 64.9%
2020 20.2%
2019 -9.5%
2018 -8.1%
2017 60.8%
2016 5.4%
2015 6.4%
Fund Manager information for HDFC Small Cap Fund
NameSinceTenure
Chirag Setalvad28 Jun 1410.93 Yr.
Dhruv Muchhal22 Jun 231.94 Yr.

Data below for HDFC Small Cap Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Industrials22.59%
Consumer Cyclical17.44%
Financial Services14.26%
Technology13.79%
Health Care12.78%
Basic Materials7.28%
Consumer Defensive2.01%
Communication Services1.98%
Utility0.31%
Asset Allocation
Asset ClassValue
Cash7.56%
Equity92.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL
6%₹1,853 Cr54,385,267
↑ 102,686
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM
4%₹1,232 Cr24,394,493
↑ 67,840
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 532134
4%₹1,170 Cr46,828,792
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX
3%₹948 Cr3,769,293
↑ 19,197
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS
3%₹856 Cr5,974,796
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW
3%₹780 Cr18,501,699
↑ 1,121,276
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | 532843
3%₹777 Cr11,340,132
↓ -1,113,143
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 23 | 543308
2%₹752 Cr11,442,105
Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | GABRIEL
2%₹655 Cr12,105,104
↑ 49,104
Power Mech Projects Ltd (Industrials)
Equity, Since 31 Aug 15 | POWERMECH
2%₹647 Cr2,469,936

10. Nippon India Power and Infra Fund

(Erstwhile Reliance Diversified Power Sector Fund)

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector.

Nippon India Power and Infra Fund is a Equity - Sectoral fund was launched on 8 May 04. It is a fund with High risk and has given a CAGR/Annualized return of 18.3% since its launch.  Ranked 13 in Sectoral category.  Return for 2024 was 26.9% , 2023 was 58% and 2022 was 10.9% .

Below is the key information for Nippon India Power and Infra Fund

Nippon India Power and Infra Fund
Growth
Launch Date 8 May 04
NAV (06 Jun 25) ₹346.797 ↑ 1.57   (0.45 %)
Net Assets (Cr) ₹7,026 on 30 Apr 25
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.05
Sharpe Ratio -0.19
Information Ratio 1.09
Alpha Ratio -2.32
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
31 May 20₹10,000
31 May 21₹17,696
31 May 22₹19,981
31 May 23₹25,995
31 May 24₹46,664
31 May 25₹46,582

Nippon India Power and Infra Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹705,310.
Net Profit of ₹405,310
Invest Now

Returns for Nippon India Power and Infra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 8%
3 Month 15.9%
6 Month -5.2%
1 Year 2%
3 Year 33.8%
5 Year 34.1%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 26.9%
2023 58%
2022 10.9%
2021 48.9%
2020 10.8%
2019 -2.9%
2018 -21.1%
2017 61.7%
2016 0.1%
2015 0.3%
Fund Manager information for Nippon India Power and Infra Fund
NameSinceTenure
Kinjal Desai25 May 187.02 Yr.
Rahul Modi19 Aug 240.78 Yr.

Data below for Nippon India Power and Infra Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Industrials38.96%
Utility20.7%
Energy9.63%
Communication Services7.86%
Basic Materials7.5%
Consumer Cyclical4.3%
Real Estate3.02%
Financial Services2.18%
Health Care2.09%
Technology2.02%
Asset Allocation
Asset ClassValue
Cash0.52%
Equity99.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
8%₹576 Cr4,100,000
NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 532555
8%₹550 Cr15,500,000
↑ 100,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL
7%₹485 Cr2,600,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT
6%₹449 Cr1,344,337
↓ -127,664
Tata Power Co Ltd (Utilities)
Equity, Since 30 Apr 23 | 500400
4%₹296 Cr7,700,789
↑ 570,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 532538
3%₹233 Cr200,000
↓ -40,038
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES
3%₹213 Cr370,000
↓ -53,938
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 24 | 500103
3%₹193 Cr8,513,730
↑ 513,730
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Sep 24 | 500093
3%₹192 Cr3,057,923
↑ 425,000
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 23 | CARBORUNIV
3%₹184 Cr1,800,000

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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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