fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-62820123
Know how to Get 1 Crore in 10,15,20 Years | Mutual Funds SIP

Fincash » Mutual Funds » How To Get 1 Crore

How to Get 1 Crore by Investing

Updated on April 12, 2021 , 41277 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).

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

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. 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 11.4% 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 (13 Apr 21) ₹98.68 ↓ -1.20   (-1.20 %)
Net Assets (Cr) ₹1,016 on 28 Feb 21
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 1.69
Information Ratio 0.4
Alpha Ratio 7.56
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
31 Mar 16₹10,000
31 Mar 17₹9,908
31 Mar 18₹13,014
31 Mar 19₹14,944
31 Mar 20₹12,374
31 Mar 21₹27,162

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 ₹530,691.
Net Profit of ₹230,691
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 13 Apr 21

DurationReturns
1 Month 1.3%
3 Month 4.9%
6 Month 28.6%
1 Year 116.3%
3 Year 27%
5 Year 22.5%
10 Year
15 Year
Since launch 11.4%
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 147.21 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Technology72.32%
Communication Services15.19%
Industrials10.34%
Asset Allocation
Asset ClassValue
Cash2.15%
Equity97.85%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
22%₹220 Cr1,754,259
↑ 50,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
10%₹98 Cr336,987
↑ 10,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
9%₹91 Cr989,943
↑ 176,000
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Dec 10 | HCLTECH
7%₹68 Cr747,931
↑ 38,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
7%₹67 Cr1,198,937
↓ -47,970
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
5%₹50 Cr769,609
Just Dial Ltd (Communication Services)
Equity, Since 30 Sep 19 | 535648
4%₹45 Cr633,953
↑ 30,000
Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Jun 18 | 517174
4%₹37 Cr8,159
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Aug 20 | 532809
3%₹30 Cr2,978,652
↑ 644,150
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹26 Cr156,326

2. 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 19.9% since its launch.  Ranked 6 in Global category.  Return for 2020 was 45.2% , 2019 was 34.2% and 2018 was 6.5% .

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 (12 Apr 21) ₹52.9518 ↑ 0.24   (0.46 %)
Net Assets (Cr) ₹2,852 on 28 Feb 21
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.56
Sharpe Ratio 1.64
Information Ratio -0.16
Alpha Ratio -0.38
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
31 Mar 16₹10,000
31 Mar 17₹11,162
31 Mar 18₹13,192
31 Mar 19₹15,635
31 Mar 20₹16,448
31 Mar 21₹25,298

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 ₹530,691.
Net Profit of ₹230,691
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 13 Apr 21

DurationReturns
1 Month 7.8%
3 Month 5.7%
6 Month 9.8%
1 Year 53.8%
3 Year 26.4%
5 Year 22.2%
10 Year
15 Year
Since launch 19.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 45.2%
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Mayank Bukrediwala24 Aug 200.6 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Technology28.04%
Health Care16.59%
Financial Services13.59%
Consumer Cyclical12.97%
Communication Services7.86%
Real Estate4.74%
Industrials4.65%
Consumer Defensive3.12%
Basic Materials1.17%
Utility0.5%
Asset Allocation
Asset ClassValue
Cash2.71%
Equity93.88%
Other3.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹2,852 Cr5,348,649
↑ 148,968
Call, Cash & Other Assets
Net Current Assets | -
0%₹0 Cr

3. 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 12% 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 (13 Apr 21) ₹110.1 ↓ -1.82   (-1.63 %)
Net Assets (Cr) ₹1,580 on 28 Feb 21
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 1.82
Information Ratio -0.28
Alpha Ratio 8.29
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 Mar 16₹10,000
31 Mar 17₹9,648
31 Mar 18₹12,119
31 Mar 19₹14,262
31 Mar 20₹11,267
31 Mar 21₹26,130

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 ₹518,033.
Net Profit of ₹218,033
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 13 Apr 21

DurationReturns
1 Month 1.1%
3 Month 3.1%
6 Month 25.9%
1 Year 136.2%
3 Year 27.8%
5 Year 21.5%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
2020 70.6%
2019 2.3%
2018 19.1%
2017 19.8%
2016 -4%
2015 3.9%
2014 26.3%
2013 62.6%
2012 17.1%
2011 -18.9%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Sankaran Naren14 Jul 173.72 Yr.
Priyanka Khandelwal8 Jul 200.73 Yr.
Vaibhav Dusad2 May 200.91 Yr.

Data below for ICICI Prudential Technology Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Technology76.82%
Communication Services12.79%
Industrials7.37%
Consumer Defensive0.54%
Asset Allocation
Asset ClassValue
Cash2.48%
Equity97.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
22%₹354 Cr2,825,737
↑ 669,700
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 30 Sep 20 | HCLTECH
8%₹120 Cr1,315,744
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
7%₹116 Cr1,257,674
↑ 200,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
6%₹99 Cr343,185
↑ 223,000
Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT
5%₹79 Cr476,133
↓ -7,000
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 507685
4%₹56 Cr1,371,450
↑ 1,070,000
Coforge Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jul 20 | 532541
3%₹46 Cr179,593
↓ -7,000
IndiaMART InterMESH Ltd (Communication Services)
Equity, Since 30 Jun 20 | 542726
3%₹46 Cr53,003
↓ -3,908
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
3%₹44 Cr791,840
↓ -350,000
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Aug 20 | 532809
3%₹41 Cr4,133,666
↓ -115,769

4. TATA Digital India Fund

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

TATA Digital India Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 20% 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 (13 Apr 21) ₹26.2635 ↓ -0.58   (-2.17 %)
Net Assets (Cr) ₹996 on 28 Feb 21
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.05
Sharpe Ratio 1.59
Information Ratio -0.47
Alpha Ratio -0.87
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Months (0.25%),3 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 16₹10,000
31 Mar 17₹9,025
31 Mar 18₹11,644
31 Mar 19₹14,392
31 Mar 20₹12,005
31 Mar 21₹24,921

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 ₹505,644.
Net Profit of ₹205,644
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 13 Apr 21

DurationReturns
1 Month 1.5%
3 Month 2.5%
6 Month 23%
1 Year 114.3%
3 Year 27.3%
5 Year 20.6%
10 Year
15 Year
Since launch 20%
Historical performance (Yearly) on absolute basis
YearReturns
2020 54.8%
2019 7.5%
2018 24.9%
2017 19.6%
2016 -6%
2015
2014
2013
2012
2011
Fund Manager information for TATA Digital India Fund
NameSinceTenure
Rahul Singh20 Apr 200.95 Yr.
Meeta Shetty20 Apr 200.95 Yr.

Data below for TATA Digital India Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Technology85.03%
Industrials6.04%
Communication Services5.81%
Asset Allocation
Asset ClassValue
Cash3.12%
Equity96.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
24%₹238 Cr1,900,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
10%₹101 Cr349,126
↑ 67,000
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jan 16 | HCLTECH
9%₹94 Cr1,039,000
↑ 55,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
7%₹72 Cr435,363
↓ -85,000
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 507685
7%₹65 Cr1,596,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
7%₹65 Cr710,000
↑ 100,000
MindTree Ltd (Technology)
Equity, Since 31 Jul 19 | 532819
4%₹39 Cr245,000
Birlasoft Ltd (Technology)
Equity, Since 31 Jul 20 | 532400
3%₹34 Cr1,505,000
Indian Railway Catering And Tourism Corp Ltd (Industrials)
Equity, Since 31 Dec 20 | 542830
3%₹31 Cr179,000
↑ 30,000
Tata Elxsi Ltd (Technology)
Equity, Since 31 May 20 | 500408
3%₹29 Cr109,000
↓ -15,000

5. 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 21% since its launch.  Return for 2020 was 22.4% , 2019 was 14.7% and 2018 was -5.4% .

Below is the key information for Mirae Asset Emerging Bluechip Fund

Mirae Asset Emerging Bluechip Fund
Growth
Launch Date 9 Jul 10
NAV (13 Apr 21) ₹77.523 ↑ 0.96   (1.26 %)
Net Assets (Cr) ₹15,785 on 28 Feb 21
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 1.01
Information Ratio 1.45
Alpha Ratio 2.53
Min Investment 5,000
Min SIP Investment 0
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 16₹10,000
31 Mar 17₹14,293
31 Mar 18₹15,963
31 Mar 19₹17,920
31 Mar 20₹14,196
31 Mar 21₹26,385

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 ₹505,644.
Net Profit of ₹205,644
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 13 Apr 21

DurationReturns
1 Month -3%
3 Month 3.9%
6 Month 30%
1 Year 73.9%
3 Year 15.9%
5 Year 20.4%
10 Year
15 Year
Since launch 21%
Historical performance (Yearly) on absolute basis
YearReturns
2020 22.4%
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%
Fund Manager information for Mirae Asset Emerging Bluechip Fund
NameSinceTenure
Neelesh Surana9 Jul 1010.73 Yr.
Ankit Jain31 Jan 192.16 Yr.

Data below for Mirae Asset Emerging Bluechip Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services33.2%
Consumer Cyclical11.24%
Technology10.32%
Basic Materials9.75%
Health Care9.26%
Industrials8.66%
Consumer Defensive6.05%
Energy4.72%
Communication Services2.95%
Utility2.18%
Asset Allocation
Asset ClassValue
Cash0.15%
Equity99.85%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK
7%₹1,107 Cr7,214,044
↓ -292,500
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK
7%₹1,036 Cr17,324,841
↓ -200,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
5%₹792 Cr6,317,584
↑ 470,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
5%₹744 Cr10,270,088
↓ -895,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN
4%₹564 Cr14,460,277
↓ -350,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
3%₹465 Cr8,364,000
↓ -605,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 19 | TCS
3%₹460 Cr1,590,005
↑ 205,000
Voltas Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Dec 14 | VOLTAS
3%₹428 Cr4,207,977
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 18 | MARUTI
2%₹372 Cr541,650
↑ 143,000
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 30 Apr 18 | RELIANCE
2%₹369 Cr1,769,196
↓ -70,000

6. Mirae Asset Tax Saver Fund

The investment objective of the scheme is to generate long term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. The Scheme does not guarantee or assure any returns.

Mirae Asset Tax Saver Fund is a Equity - ELSS fund was launched on 28 Dec 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19% since its launch.  Return for 2020 was 21.5% , 2019 was 14.1% and 2018 was -2.3% .

Below is the key information for Mirae Asset Tax Saver Fund

Mirae Asset Tax Saver Fund
Growth
Launch Date 28 Dec 15
NAV (13 Apr 21) ₹25.08 ↑ 0.35   (1.43 %)
Net Assets (Cr) ₹6,351 on 28 Feb 21
Category Equity - ELSS
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.63
Sharpe Ratio 1.02
Information Ratio 1.12
Alpha Ratio 5.26
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Mar 16₹10,000
31 Mar 17₹13,829
31 Mar 18₹16,061
31 Mar 19₹18,098
31 Mar 20₹14,060
31 Mar 21₹26,154

Mirae Asset Tax Saver 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 Mirae Asset Tax Saver Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 21

DurationReturns
1 Month -3.5%
3 Month 3.2%
6 Month 27.8%
1 Year 73.7%
3 Year 15.5%
5 Year 20.4%
10 Year
15 Year
Since launch 19%
Historical performance (Yearly) on absolute basis
YearReturns
2020 21.5%
2019 14.1%
2018 -2.3%
2017 47.9%
2016 14.8%
2015
2014
2013
2012
2011
Fund Manager information for Mirae Asset Tax Saver Fund
NameSinceTenure
Neelesh Surana28 Dec 155.26 Yr.

Data below for Mirae Asset Tax Saver Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services38.67%
Technology11.42%
Basic Materials10.1%
Consumer Cyclical7.4%
Health Care7.18%
Consumer Defensive6.23%
Industrials6.18%
Energy4.42%
Communication Services3.26%
Utility1.84%
Asset Allocation
Asset ClassValue
Cash0.32%
Equity99.68%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | HDFCBANK
9%₹593 Cr3,864,722
Infosys Ltd (Technology)
Equity, Since 31 Dec 15 | INFY
7%₹448 Cr3,571,693
↑ 365,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
7%₹445 Cr7,443,912
↑ 140,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | 532215
5%₹296 Cr4,086,266
↓ -80,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Dec 15 | TCS
4%₹273 Cr944,826
↑ 155,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 15 | SBIN
3%₹197 Cr5,053,799
Reliance Industries Limited
Equity, Since 30 Jun 20 | -
3%₹190 Cr1,568,304
↓ -42,034
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
3%₹184 Cr3,313,000
↓ -265,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 15 | MARUTI
3%₹161 Cr235,091
↑ 65,999
JK Cement Ltd (Basic Materials)
Equity, Since 30 Jun 19 | JKCEMENT
2%₹157 Cr584,199

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 19.6% 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 (12 Apr 21) ₹288.786 ↓ -5.16   (-1.76 %)
Net Assets (Cr) ₹510 on 28 Feb 21
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.46
Sharpe Ratio 1.78
Information Ratio 0.49
Alpha Ratio 8.44
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 Mar 16₹10,000
31 Mar 17₹10,023
31 Mar 18₹12,139
31 Mar 19₹14,139
31 Mar 20₹12,141
31 Mar 21₹23,943

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 ₹505,644.
Net Profit of ₹205,644
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 13 Apr 21

DurationReturns
1 Month 3.1%
3 Month 2.7%
6 Month 24.8%
1 Year 99%
3 Year 25.9%
5 Year 20.1%
10 Year
15 Year
Since launch 19.6%
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 0714.09 Yr.
Varun Sharma30 Nov 155.34 Yr.
Mayank Bukrediwala24 Aug 200.6 Yr.

Data below for Franklin India Technology Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Technology67.92%
Communication Services14.88%
Consumer Cyclical5.17%
Industrials2.59%
Financial Services0.62%
Real Estate0.19%
Health Care0.12%
Asset Allocation
Asset ClassValue
Cash8.12%
Equity91.69%
Other0.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
23%₹119 Cr945,647
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
10%₹49 Cr167,936
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 30 Jun 14 | HCLTECH
8%₹43 Cr470,000
Franklin Technology I Acc USD
Investment Fund | -
8%₹39 Cr91,868
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
7%₹33 Cr600,000
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
5%₹25 Cr270,000
↑ 40,000
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI
4%₹23 Cr46,300
MakeMyTrip Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | MMYT
3%₹15 Cr60,135
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 30 Nov 18 | 2330
3%₹14 Cr88,000
NVIDIA Corp (Technology)
Equity, Since 30 Apr 19 | NVDA
3%₹13 Cr3,300
↑ 2,300

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 19.6% since its launch.  Ranked 4 in Small Cap category.  Return for 2020 was 33.6% , 2019 was 6.1% and 2018 was -19.6% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (13 Apr 21) ₹79.2729 ↑ 0.62   (0.78 %)
Net Assets (Cr) ₹7,311 on 28 Feb 21
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.29
Sharpe Ratio 1.05
Information Ratio 0.79
Alpha Ratio -0.6
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 Mar 16₹10,000
31 Mar 17₹13,068
31 Mar 18₹17,568
31 Mar 19₹16,620
31 Mar 20₹13,067
31 Mar 21₹25,516

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 ₹493,520.
Net Profit of ₹193,520
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 13 Apr 21

DurationReturns
1 Month -2.3%
3 Month 6.3%
6 Month 37.6%
1 Year 85.4%
3 Year 10.9%
5 Year 19.4%
10 Year
15 Year
Since launch 19.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 33.6%
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%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 137.38 Yr.

Data below for SBI Small Cap Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Industrials39.6%
Consumer Cyclical20.76%
Basic Materials16.83%
Consumer Defensive7.14%
Financial Services5.57%
Health Care4.17%
Communication Services3.13%
Asset Allocation
Asset ClassValue
Cash2.26%
Equity97.41%
Other0.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 522074
5%₹392 Cr21,540,507
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
5%₹389 Cr1,447,884
↓ -252,116
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 540203
4%₹270 Cr1,330,000
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | 513375
4%₹269 Cr5,300,000
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | 542141
4%₹262 Cr9,000,000
Blue Star Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
3%₹252 Cr2,900,000
V-Guard Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | 532953
3%₹248 Cr11,000,000
↓ -900,000
Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | 508486
3%₹207 Cr370,000
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | 541233
3%₹204 Cr50,000,000
Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 531531
3%₹204 Cr2,846,666

9. 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 21% 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 (13 Apr 21) ₹110.622 ↓ -1.26   (-1.12 %)
Net Assets (Cr) ₹522 on 28 Feb 21
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.62
Sharpe Ratio 1.58
Information Ratio 0.05
Alpha Ratio 2.67
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
31 Mar 16₹10,000
31 Mar 17₹9,639
31 Mar 18₹11,777
31 Mar 19₹13,802
31 Mar 20₹12,008
31 Mar 21₹23,000

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 ₹493,520.
Net Profit of ₹193,520
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 13 Apr 21

DurationReturns
1 Month 3.7%
3 Month 4.3%
6 Month 24.1%
1 Year 92.2%
3 Year 24.9%
5 Year 19.1%
10 Year
15 Year
Since launch 21%
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 119.84 Yr.

Data below for SBI Technology Opportunities Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Technology76.28%
Communication Services11.73%
Industrials4.53%
Financial Services2.11%
Asset Allocation
Asset ClassValue
Cash5.35%
Equity94.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
28%₹147 Cr1,172,200
↑ 244,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
11%₹55 Cr191,411
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Mar 06 | HCLTECH
8%₹44 Cr486,074
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
7%₹37 Cr673,130
Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 15 | 532755
6%₹32 Cr352,935
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Oct 20 | 532809
6%₹29 Cr2,955,000
Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT
5%₹25 Cr14,690
Persistent Systems Ltd (Technology)
Equity, Since 31 Aug 20 | PERSISTENT
5%₹24 Cr144,100
Alphabet Inc A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL
5%₹24 Cr1,615
Cyient Ltd (Industrials)
Equity, Since 30 Apr 20 | CYIENT
5%₹24 Cr362,150

10. 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 18.3% since its launch.  Ranked 6 in Small Cap category.  Return for 2020 was 29.2% , 2019 was -2.5% and 2018 was -16.7% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (13 Apr 21) ₹59.1898 ↑ 0.72   (1.24 %)
Net Assets (Cr) ₹11,961 on 28 Feb 21
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 1.03
Information Ratio 1.06
Alpha Ratio 2.48
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 Mar 16₹10,000
31 Mar 17₹14,222
31 Mar 18₹17,819
31 Mar 19₹16,570
31 Mar 20₹11,184
31 Mar 21₹24,317

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 ₹481,656.
Net Profit of ₹181,656
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 13 Apr 21

DurationReturns
1 Month -1.8%
3 Month 13.2%
6 Month 43.9%
1 Year 102.7%
3 Year 9.1%
5 Year 18.5%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
2014 97.6%
2013 11.9%
2012 41.9%
2011 -25%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 174.24 Yr.
Kinjal Desai25 May 182.85 Yr.

Data below for Nippon India Small Cap Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Industrials23.32%
Basic Materials20.32%
Consumer Cyclical12.17%
Consumer Defensive10.98%
Technology9.38%
Financial Services9.16%
Communication Services5.19%
Health Care4.58%
Utility2.78%
Real Estate0.19%
Asset Allocation
Asset ClassValue
Cash1.93%
Equity98.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 16 | 506401
5%₹568 Cr4,148,268
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | 540762
3%₹365 Cr3,380,940
↓ -326,824
Bajaj Electricals Ltd (Utilities)
Equity, Since 31 Mar 16 | 500031
3%₹332 Cr3,466,737
↓ -425,214
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | 540699
3%₹302 Cr152,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | 532504
2%₹296 Cr1,161,721
Orient Electric Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 May 18 | 541301
2%₹290 Cr10,706,033
↓ -193,967
Affle India Ltd (Communication Services)
Equity, Since 31 Jul 19 | 542752
2%₹279 Cr537,341
↓ -137,659
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 19 | 541770
2%₹243 Cr3,566,817
Birla Corp Ltd (Basic Materials)
Equity, Since 31 May 18 | 500335
2%₹243 Cr2,855,300
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | 517174
2%₹232 Cr51,514

How to Invest in Mutual Fund SIP Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

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.
How helpful was this page ?
Rated 4.5, based on 19 reviews.
POST A COMMENT