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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 17, 2019 , 5052 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. Which can be looked for invested to achieve the given objective.

1. ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund is an Open-ended equity scheme that seeks to generate long-term capital appreciation to unitholders 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.

ICICI Prudential Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 22 Aug 08. It is a fund with High risk and has given a CAGR/Annualized return of 19.2% since its launch. .

Below is the key information for ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund
Growth
Launch Date 22 Aug 08
NAV (19 Jun 19) ₹66.74 ↓ -0.25   (-0.37 %)
Net Assets (Cr) ₹3,068 on 30 Apr 19
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio 0.31
Information Ratio -0.13
Alpha Ratio -10.31
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 14₹10,000
31 May 15₹12,990
31 May 16₹12,855
31 May 17₹19,405
31 May 18₹20,848
31 May 19₹23,924

ICICI Prudential Banking and Financial Services Fund SIP Returns

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

Returns for ICICI Prudential Banking and Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 19

DurationReturns
1 Month 3.6%
3 Month 3.6%
6 Month 9.9%
1 Year 13.4%
3 Year 19.8%
5 Year 17.1%
10 Year
15 Year
Since launch 19.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for ICICI Prudential Banking and Financial Services Fund
NameSinceTenure
Priyanka Khandelwal15 Jun 171.71 Yr.
Roshan Chutkey29 Jan 181.08 Yr.

Data below for ICICI Prudential Banking and Financial Services Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services91.7%
Asset Allocation
Asset ClassValue
Cash14.13%
Equity85.82%
Other0.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | ICICIBANK
13%₹436 Cr10,300,046
↑ 132,690
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
10%₹338 Cr9,577,269
↑ 663,732
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
9%₹289 Cr1,189,734
Bank of Baroda (Financial Services)
Equity, Since 31 May 17 | 532134
7%₹223 Cr16,700,937
↑ 367,179
Treps
CBLO/Reverse Repo | -
7%₹222 Cr
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532978
5%₹181 Cr220,497
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 18 | M&MFIN
4%₹141 Cr3,350,444
↑ 132,061
LIC Housing Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | LICHSGFIN
3%₹114 Cr2,049,132
↑ 303,311
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 14 | 533398
3%₹108 Cr1,662,779
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 532215
3%₹100 Cr1,234,079
↑ 598,326

2. Mirae Asset India Equity Fund 

(Erstwhile Mirae Asset India Opportunities Fund)

The investment objective of the scheme is to generate long term capital appreciation by capitalizing on potential investment opportunities through predominantly investing in equities, equity related securities.

Mirae Asset India Equity Fund  is a Equity - Multi Cap fund was launched on 4 Apr 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.7% since its launch.  Ranked 19 in Multi Cap category. .

Below is the key information for Mirae Asset India Equity Fund 

Mirae Asset India Equity Fund 
Growth
Launch Date 4 Apr 08
NAV (19 Jun 19) ₹51.187 ↓ -0.07   (-0.13 %)
Net Assets (Cr) ₹12,315 on 30 Apr 19
Category Equity - Multi Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio 0.42
Information Ratio 0.61
Alpha Ratio 0.87
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
31 May 14₹10,000
31 May 15₹13,220
31 May 16₹13,458
31 May 17₹17,207
31 May 18₹19,100
31 May 19₹21,281

Mirae Asset India 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 Mirae Asset India 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 19 Jun 19

DurationReturns
1 Month 2.9%
3 Month 0.6%
6 Month 5.2%
1 Year 9.6%
3 Year 15.3%
5 Year 14.4%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for Mirae Asset India Equity Fund 
NameSinceTenure
Neelesh Surana10 Mar 0811.15 Yr.
Harshad Borawake1 May 172 Yr.
Gaurav Misra31 Jan 190.24 Yr.

Data below for Mirae Asset India Equity Fund  as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services35.66%
Consumer Cyclical10.74%
Technology10.39%
Energy8.47%
Industrials7.66%
Basic Materials7.47%
Consumer Defensive6.88%
Health Care6.19%
Utility2.29%
Communication Services0.74%
Asset Allocation
Asset ClassValue
Cash3.51%
Equity96.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 09 | HDFCBANK
9%₹1,068 Cr4,610,480
↑ 106,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 08 | RELIANCE
6%₹714 Cr5,122,882
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹686 Cr16,837,291
↑ 732,052
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
5%₹589 Cr7,674,614
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 09 | TCS
4%₹466 Cr2,063,792
State Bank of India (Financial Services)
Equity, Since 31 Jul 08 | SBIN
4%₹455 Cr14,687,389
Infosys Ltd (Technology)
Equity, Since 31 May 08 | INFY
4%₹445 Cr5,929,121
↑ 344,070
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹437 Cr3,238,809
Tri Party Repo
CBLO/Reverse Repo | -
3%₹421 Cr
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
3%₹370 Cr12,269,315

3. Kotak Standard Multicap Fund

(Erstwhile Kotak Select Focus Fund)

The investment objective of the scheme is to generate long term appreciation from the portfolio of equity and equity related sectors, generally focussed on few selected sectors.

Kotak Standard Multicap Fund is a Equity - Multi Cap fund was launched on 11 Sep 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.9% since its launch.  Ranked 3 in Multi Cap category. .

Below is the key information for Kotak Standard Multicap Fund

Kotak Standard Multicap Fund
Growth
Launch Date 11 Sep 09
NAV (19 Jun 19) ₹35.76 ↓ -0.12   (-0.32 %)
Net Assets (Cr) ₹24,297 on 30 Apr 19
Category Equity - Multi Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.01
Sharpe Ratio 0.29
Information Ratio 0.38
Alpha Ratio 1.71
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 14₹10,000
31 May 15₹13,559
31 May 16₹13,808
31 May 17₹18,087
31 May 18₹19,544
31 May 19₹21,769

Kotak Standard Multicap 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 Kotak Standard Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 19

DurationReturns
1 Month 3%
3 Month 2.1%
6 Month 6.3%
1 Year 8.8%
3 Year 14.6%
5 Year 15.1%
10 Year
15 Year
Since launch 13.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for Kotak Standard Multicap Fund
NameSinceTenure
Harsha Upadhyaya4 Aug 126.83 Yr.

Data below for Kotak Standard Multicap Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services38.1%
Industrials11.34%
Basic Materials10.64%
Energy10.42%
Technology7.5%
Consumer Cyclical6.8%
Consumer Defensive4.39%
Utility3.62%
Health Care2.14%
Asset Allocation
Asset ClassValue
Cash5.32%
Equity94.68%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
7%₹1,774 Cr7,315,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 16 | RELIANCE
7%₹1,729 Cr13,000,000
↑ 500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK
6%₹1,633 Cr38,550,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532215
6%₹1,443 Cr17,850,000
↑ 550,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT
5%₹1,324 Cr8,500,000
↑ 500,000
Triparty Repo
CBLO/Reverse Repo | -
5%₹1,155 Cr
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
4%₹1,013 Cr13,730,562
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 18 | TCS
4%₹901 Cr4,100,000
State Bank of India (Financial Services)
Equity, Since 31 Jan 12 | SBIN
3%₹758 Cr21,500,000
↑ 1,000,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO
3%₹699 Cr1,467,550
↑ 467,550

4. Tata India Tax Savings Fund

To provide medium to long term capital gains along with income tax relief to its Unitholders, while at all times emphasising the importance of capital appreciation..

Tata India Tax Savings Fund is a Equity - ELSS fund was launched on 13 Oct 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14% since its launch.  Ranked 1 in ELSS category. .

Below is the key information for Tata India Tax Savings Fund

Tata India Tax Savings Fund
Growth
Launch Date 13 Oct 14
NAV (19 Jun 19) ₹18.4524 ↓ 0.00   (0.00 %)
Net Assets (Cr) ₹1,790 on 30 Apr 19
Category Equity - ELSS
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.61
Sharpe Ratio -0.05
Information Ratio -0.22
Alpha Ratio -11.12
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 15₹11,466
31 May 16₹11,976
31 May 17₹14,988
31 May 18₹16,832
31 May 19₹18,010

Tata India Tax Savings 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 Tata India Tax Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 19

DurationReturns
1 Month 4%
3 Month 2.7%
6 Month 7.7%
1 Year 7.5%
3 Year 13.5%
5 Year
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for Tata India Tax Savings Fund
NameSinceTenure
Rupesh Patel1 Apr 153.84 Yr.
Ennette Fernandes18 Jun 180.62 Yr.

Data below for Tata India Tax Savings Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services40.7%
Technology10.21%
Consumer Cyclical9.33%
Industrials9.28%
Consumer Defensive9.05%
Energy5.84%
Health Care5.22%
Basic Materials3.29%
Real Estate0.62%
Asset Allocation
Asset ClassValue
Cash6.46%
Equity93.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
9%₹164 Cr4,015,000
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK
7%₹130 Cr560,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
7%₹126 Cr1,680,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
6%₹115 Cr1,500,000
(A) Treps
CBLO/Reverse Repo | -
6%₹113 Cr
State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN
5%₹96 Cr3,100,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
4%₹70 Cr500,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 15 | KOTAKBANK
4%₹69 Cr495,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFC
3%₹62 Cr310,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 16 | ITC
3%₹57 Cr1,900,000

5. Franklin Build India Fund

The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities.

Franklin Build India Fund is a Equity - Sectoral fund was launched on 4 Sep 09. It is a fund with High risk and has given a CAGR/Annualized return of 15.9% since its launch.  Ranked 4 in Sectoral category. .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (19 Jun 19) ₹42.3575 ↓ -0.34   (-0.80 %)
Net Assets (Cr) ₹1,256 on 30 Apr 19
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.73
Sharpe Ratio 0.25
Information Ratio 0
Alpha Ratio 0
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 14₹10,000
31 May 15₹15,715
31 May 16₹15,546
31 May 17₹20,153
31 May 18₹21,395
31 May 19₹23,718

Franklin Build 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 ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Franklin Build 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 19 Jun 19

DurationReturns
1 Month 3%
3 Month 0.5%
6 Month 5.9%
1 Year 7.4%
3 Year 12.7%
5 Year 16%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Anand Radhakrishnan4 Sep 099.58 Yr.
Roshi Jain4 Sep 099.58 Yr.
Srikesh Nair1 Dec 153.33 Yr.

Data below for Franklin Build India Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services29.99%
Basic Materials12.65%
Energy12.51%
Industrials9.93%
Communication Services9.01%
Utility7.25%
Technology4.91%
Consumer Cyclical3.77%
Real Estate2.44%
Asset Allocation
Asset ClassValue
Cash5.91%
Equity94.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
10%₹122 Cr3,000,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
9%₹118 Cr3,800,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
7%₹84 Cr1,100,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
6%₹75 Cr325,000
↓ -75,000
Call, Cash & Other Assets
Net Current Assets | -
6%₹74 Cr
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
5%₹64 Cr2,000,000
Indian Oil Corp Ltd (Energy)
Equity, Since 30 Apr 16 | IOC
5%₹63 Cr4,000,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 16 | 500547
5%₹57 Cr1,500,000
↑ 100,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 18 | ULTRACEMCO
3%₹44 Cr95,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
3%₹40 Cr3,000,000

6. Kotak Equity Opportunities Fund

(Erstwhile Kotak Opportunities Scheme)

To generate capital appreciation from a diversified portfolio of equity and equity related securities. However, there is no assurance that the objective of the scheme will be realized.

Kotak Equity Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 9 Sep 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.3% since its launch.  Ranked 2 in Large & Mid Cap category. .

Below is the key information for Kotak Equity Opportunities Fund

Kotak Equity Opportunities Fund
Growth
Launch Date 9 Sep 04
NAV (19 Jun 19) ₹119.223 ↓ -0.64   (-0.53 %)
Net Assets (Cr) ₹2,536 on 30 Apr 19
Category Equity - Large & Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio 0.1
Information Ratio -0.13
Alpha Ratio -1.18
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
31 May 14₹10,000
31 May 15₹13,452
31 May 16₹13,404
31 May 17₹17,585
31 May 18₹18,596
31 May 19₹20,095

Kotak Equity 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 ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Kotak Equity 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 19 Jun 19

DurationReturns
1 Month 3%
3 Month 0.5%
6 Month 4.6%
1 Year 5.8%
3 Year 12.8%
5 Year 13.3%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for Kotak Equity Opportunities Fund
NameSinceTenure
Harsha Upadhyaya4 Aug 126.5 Yr.

Data below for Kotak Equity Opportunities Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services27.97%
Industrials14.56%
Basic Materials13.41%
Technology10.47%
Energy8.41%
Consumer Cyclical7.82%
Utility6.99%
Health Care4.49%
Consumer Defensive4.1%
Asset Allocation
Asset ClassValue
Cash1%
Equity98.98%
Other0.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
7%₹174 Cr750,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 16 | RELIANCE
6%₹160 Cr1,150,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK
6%₹146 Cr3,575,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 18 | TCS
5%₹136 Cr600,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
5%₹120 Cr1,600,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 532215
4%₹113 Cr1,470,000
↑ 70,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT
4%₹94 Cr700,000
Gujarat State Petronet Ltd (Utilities)
Equity, Since 31 Oct 17 | 532702
3%₹76 Cr3,800,000
AIA Engineering Ltd (Industrials)
Equity, Since 31 Jul 14 | AIAENG
3%₹73 Cr400,000
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Nov 12 | RAMCOCEM
3%₹72 Cr925,000

7. Aditya Birla Sun Life Banking And Financial Services Fund

The primary 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. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Aditya Birla Sun Life Banking And Financial Services Fund is a Equity - Sectoral fund was launched on 14 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 21.5% since its launch.  Ranked 3 in Sectoral category. .

Below is the key information for Aditya Birla Sun Life Banking And Financial Services Fund

Aditya Birla Sun Life Banking And Financial Services Fund
Growth
Launch Date 14 Dec 13
NAV (19 Jun 19) ₹29.29 ↓ -0.20   (-0.68 %)
Net Assets (Cr) ₹1,741 on 30 Apr 19
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.64
Sharpe Ratio 0.07
Information Ratio -0.5
Alpha Ratio -18.45
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 May 14₹10,000
31 May 15₹12,539
31 May 16₹13,625
31 May 17₹18,644
31 May 18₹21,191
31 May 19₹22,989

Aditya Birla Sun Life Banking And Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Aditya Birla Sun Life Banking And Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 19

DurationReturns
1 Month 2.7%
3 Month 1.8%
6 Month 6.5%
1 Year 4.4%
3 Year 16.3%
5 Year 16.8%
10 Year
15 Year
Since launch 21.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
NameSinceTenure
Satyabrata Mohanty14 Dec 135.13 Yr.
Dhaval Gala26 Aug 153.44 Yr.

Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services97.64%
Asset Allocation
Asset ClassValue
Cash2.36%
Equity97.64%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK
17%₹295 Cr1,271,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK
13%₹231 Cr5,670,190
State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN
9%₹149 Cr4,798,080
Bandhan Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | 541153
8%₹139 Cr2,313,900
↓ -5,600
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
7%₹121 Cr1,574,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹97 Cr312,931
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | KOTAKBANK
5%₹90 Cr650,000
Bharat Financial Inclusion Ltd (Financial Services)
Equity, Since 31 May 14 | BHARATFIN
5%₹84 Cr832,607
L&T Finance Holdings Ltd (Financial Services)
Equity, Since 31 Aug 16 | 533519
4%₹74 Cr5,663,000
DCB Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | 532772
3%₹57 Cr2,668,828
↓ -177,000

8. DSP BlackRock Equity Opportunities Fund

(Erstwhile DSP BlackRock Opportunities Fund)

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of large and midcap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized

DSP BlackRock Equity Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 16 May 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.5% since its launch.  Ranked 4 in Large & Mid Cap category. .

Below is the key information for DSP BlackRock Equity Opportunities Fund

DSP BlackRock Equity Opportunities Fund
Growth
Launch Date 16 May 00
NAV (19 Jun 19) ₹217.042 ↓ -0.70   (-0.32 %)
Net Assets (Cr) ₹5,674 on 30 Apr 19
Category Equity - Large & Mid Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.42
Sharpe Ratio -0.19
Information Ratio -0.18
Alpha Ratio -4.03
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 14₹10,000
31 May 15₹13,080
31 May 16₹13,560
31 May 17₹17,648
31 May 18₹19,213
31 May 19₹19,931

DSP BlackRock Equity 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 ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for DSP BlackRock Equity 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 19 Jun 19

DurationReturns
1 Month 2.5%
3 Month -1.4%
6 Month 2.9%
1 Year 2.4%
3 Year 12.2%
5 Year 12.9%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for DSP BlackRock Equity Opportunities Fund
NameSinceTenure
Rohit Singhania1 Jun 153.67 Yr.
Jay Kothari16 Mar 180.88 Yr.

Data below for DSP BlackRock Equity Opportunities Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services38.23%
Basic Materials11.22%
Health Care10.29%
Technology10.09%
Industrials8.23%
Consumer Cyclical4.92%
Utility3.95%
Energy3.63%
Consumer Defensive3.42%
Real Estate1.51%
Communication Services1.27%
Asset Allocation
Asset ClassValue
Cash3.23%
Equity96.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
10%₹564 Cr13,847,419
↓ -284,700
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
8%₹438 Cr1,889,411
↓ -37,707
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 532215
5%₹296 Cr3,859,018
↑ 609,288
State Bank of India (Financial Services)
Equity, Since 31 Jan 16 | SBIN
5%₹270 Cr8,710,005
↑ 826,030
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 16 | RELIANCE
4%₹225 Cr1,614,191
↑ 389,771
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
4%₹200 Cr
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 16 | LT
3%₹196 Cr1,452,955
↑ 83,856
Bharat Financial Inclusion Ltd (Financial Services)
Equity, Since 31 Jan 18 | BHARATFIN
3%₹194 Cr1,927,265
↑ 271,245
HCL Technologies Ltd (Technology)
Equity, Since 28 Feb 18 | HCLTECH
3%₹174 Cr1,468,258
↑ 340,578
ACC Ltd (Basic Materials)
Equity, Since 31 Aug 18 | 500410
2%₹139 Cr853,748
↓ -115,323

9. Axis Focused 25 Fund

To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies.

Axis Focused 25 Fund is a Equity - Focused fund was launched on 29 Jun 12. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16% since its launch.  Ranked 7 in Focused category. .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (19 Jun 19) ₹28.12 ↑ 0.01   (0.04 %)
Net Assets (Cr) ₹7,584 on 30 Apr 19
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.73
Sharpe Ratio -0.1
Information Ratio 0.12
Alpha Ratio -10.65
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 14₹10,000
31 May 15₹13,061
31 May 16₹13,069
31 May 17₹16,450
31 May 18₹20,241
31 May 19₹20,875

Axis Focused 25 Fund SIP Returns

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

Returns for Axis Focused 25 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jun 19

DurationReturns
1 Month 3.9%
3 Month 4.5%
6 Month 3.7%
1 Year 2.4%
3 Year 15.9%
5 Year 14.3%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for Axis Focused 25 Fund
NameSinceTenure
Jinesh Gopani7 Jun 162.65 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services47.93%
Technology13.46%
Basic Materials12.58%
Consumer Cyclical12.12%
Consumer Defensive4.53%
Energy4.31%
Industrials4.24%
Asset Allocation
Asset ClassValue
Cash7.61%
Equity92.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
9%₹703 Cr2,899,700
↑ 134,631
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
9%₹701 Cr4,606,457
↓ -175,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
8%₹629 Cr1,814,304
↓ -283,689
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
7%₹564 Cr2,568,709
↓ -450,000
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
7%₹534 Cr652,050
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
6%₹507 Cr2,322,956
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
6%₹452 Cr3,503,558
↑ 426,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 16 | MARUTI
5%₹379 Cr551,460
↑ 20,000
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 509930
5%₹366 Cr3,392,512
↑ 524,486
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
5%₹361 Cr2,730,122

10. Invesco India Growth Opportunities Fund

(Erstwhile Invesco India Growth Fund)

The investment objective of the Scheme is to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the objectives of the scheme will be achieved.

Invesco India Growth Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 9 Aug 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.8% since its launch.  Ranked 6 in Large & Mid Cap category. .

Below is the key information for Invesco India Growth Opportunities Fund

Invesco India Growth Opportunities Fund
Growth
Launch Date 9 Aug 07
NAV (19 Jun 19) ₹33.69 ↓ -0.12   (-0.35 %)
Net Assets (Cr) ₹1,304 on 30 Apr 19
Category Equity - Large & Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.8
Sharpe Ratio -0.11
Information Ratio 0
Alpha Ratio 0
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 14₹10,000
31 May 15₹13,517
31 May 16₹13,259
31 May 17₹16,168
31 May 18₹19,002
31 May 19₹19,811

Invesco India Growth 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 ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Invesco India Growth 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 19 Jun 19

DurationReturns
1 Month 2.4%
3 Month -1.2%
6 Month 2.3%
1 Year 1.9%
3 Year 13.3%
5 Year 13%
10 Year
15 Year
Since launch 10.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Fund Manager information for Invesco India Growth Opportunities Fund
NameSinceTenure
Amit Ganatra23 Jun 144.77 Yr.
Taher Badshah10 Jan 172.22 Yr.

Data below for Invesco India Growth Opportunities Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services31.86%
Consumer Cyclical14.21%
Technology9.74%
Industrials9.36%
Health Care8.7%
Energy7.22%
Basic Materials6.62%
Consumer Defensive4.84%
Utility2.53%
Asset Allocation
Asset ClassValue
Cash4.91%
Equity95.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
9%₹111 Cr479,678
↑ 27,712
Triparty Repo
CBLO/Reverse Repo | -
7%₹90 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
6%₹75 Cr1,848,172
↑ 317,023
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 13 | TCS
4%₹56 Cr246,594
↑ 31,500
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 17 | LT
4%₹52 Cr386,407
↑ 62,217
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
4%₹50 Cr357,976
↓ -150,617
Indian Oil Corp Ltd (Energy)
Equity, Since 31 Mar 17 | IOC
3%₹44 Cr2,800,065
↑ 204,284
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 18 | 500034
3%₹38 Cr121,673
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
3%₹36 Cr470,968
↑ 43,155
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Sep 15 | INDUSINDBK
3%₹34 Cr209,257
↑ 11,166

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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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