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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 April 5, 2020 , 17685 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. 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 11.5% since its launch.  Ranked 7 in Focused category.  Return for 2019 was 14.7% , 2018 was 0.6% and 2017 was 45.2% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (07 Apr 20) ₹23.36 ↑ 1.35   (6.13 %)
Net Assets (Cr) ₹9,764 on 29 Feb 20
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.32
Sharpe Ratio 1.29
Information Ratio 0.61
Alpha Ratio 12.57
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 Mar 15₹10,000
31 Mar 16₹9,415
31 Mar 17₹11,782
31 Mar 18₹14,003
31 Mar 19₹15,089
31 Mar 20₹13,023

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 ₹349,120.
Net Profit of ₹49,120
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 7 Apr 20

DurationReturns
1 Month -23.2%
3 Month -23.2%
6 Month -18.6%
1 Year -15%
3 Year 2.9%
5 Year 5%
10 Year
15 Year
Since launch 11.5%
Historical performance (Yearly) on absolute basis
YearReturns
2019 14.7%
2018 0.6%
2017 45.2%
2016 4.6%
2015 3.9%
2014 38.8%
2013 5.8%
2012
2011
2010
Fund Manager information for Axis Focused 25 Fund
NameSinceTenure
Jinesh Gopani7 Jun 163.57 Yr.

Data below for Axis Focused 25 Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services37.76%
Basic Materials13%
Consumer Cyclical10.76%
Consumer Defensive8.25%
Technology6.39%
Communication Services6.26%
Energy3.09%
Health Care2.53%
Industrials2.32%
Asset Allocation
Asset ClassValue
Cash9.63%
Equity90.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
9%₹862 Cr
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
8%₹805 Cr3,465,808
↑ 317,227
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
8%₹804 Cr1,799,845
↓ -99,678
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
8%₹779 Cr4,806,457
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
7%₹672 Cr742,964
↓ -94,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
6%₹624 Cr3,121,738
↑ 815,000
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
5%₹477 Cr3,154,464
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
5%₹464 Cr3,938,000
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 509930
5%₹463 Cr3,509,023
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 16 | NAUKRI
5%₹446 Cr1,717,870

2. 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 15.6% since its launch.  Ranked 2 in Large & Mid Cap category.  Return for 2019 was 13.2% , 2018 was -5.6% and 2017 was 34.9% .

Below is the key information for Kotak Equity Opportunities Fund

Kotak Equity Opportunities Fund
Growth
Launch Date 9 Sep 04
NAV (07 Apr 20) ₹95.799 ↑ 5.62   (6.23 %)
Net Assets (Cr) ₹3,168 on 29 Feb 20
Category Equity - Large & Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.68
Information Ratio 0.13
Alpha Ratio 7.86
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 Mar 15₹10,000
31 Mar 16₹9,439
31 Mar 17₹12,330
31 Mar 18₹13,470
31 Mar 19₹14,612
31 Mar 20₹11,525

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 ₹323,701.
Net Profit of ₹23,701
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 7 Apr 20

DurationReturns
1 Month -22%
3 Month -25.3%
6 Month -16.7%
1 Year -20.1%
3 Year -2.5%
5 Year 2.6%
10 Year
15 Year
Since launch 15.6%
Historical performance (Yearly) on absolute basis
YearReturns
2019 13.2%
2018 -5.6%
2017 34.9%
2016 9.6%
2015 3.3%
2014 49.9%
2013 4.2%
2012 30.1%
2011 -22.8%
2010 18.5%
Fund Manager information for Kotak Equity Opportunities Fund
NameSinceTenure
Harsha Upadhyaya4 Aug 127.33 Yr.

Data below for Kotak Equity Opportunities Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services25.88%
Basic Materials18.9%
Industrials15.17%
Energy6.76%
Utility6.56%
Technology6.15%
Consumer Cyclical6.12%
Consumer Defensive5.48%
Health Care3.81%
Asset Allocation
Asset ClassValue
Cash2.86%
Equity97.13%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK
6%₹189 Cr3,800,000
↑ 200,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
6%₹177 Cr1,500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 16 | RELIANCE
5%₹153 Cr1,150,000
SRF Ltd (Basic Materials)
Equity, Since 30 Nov 16 | SRF
4%₹118 Cr302,477
↑ 41,963
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT
4%₹113 Cr950,000
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 16 | 506395
4%₹112 Cr1,815,449
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
3%₹110 Cr1,500,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 532215
3%₹108 Cr1,550,000
Triparty Repo
CBLO/Reverse Repo | -
3%₹104 Cr
Gujarat State Petronet Ltd (Utilities)
Equity, Since 31 Oct 17 | 532702
3%₹95 Cr4,200,000
↑ 200,000

3. 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 8.3% since its launch.  Ranked 6 in Large & Mid Cap category.  Return for 2019 was 10.7% , 2018 was -0.2% and 2017 was 39.6% .

Below is the key information for Invesco India Growth Opportunities Fund

Invesco India Growth Opportunities Fund
Growth
Launch Date 9 Aug 07
NAV (07 Apr 20) ₹27.45 ↑ 1.72   (6.68 %)
Net Assets (Cr) ₹2,498 on 29 Feb 20
Category Equity - Large & Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.16
Sharpe Ratio 0.59
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 Mar 15₹10,000
31 Mar 16₹9,185
31 Mar 17₹11,147
31 Mar 18₹13,343
31 Mar 19₹14,481
31 Mar 20₹11,348

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 ₹323,701.
Net Profit of ₹23,701
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 7 Apr 20

DurationReturns
1 Month -20.7%
3 Month -23.8%
6 Month -18.5%
1 Year -20.2%
3 Year 0.7%
5 Year 2.5%
10 Year
15 Year
Since launch 8.3%
Historical performance (Yearly) on absolute basis
YearReturns
2019 10.7%
2018 -0.2%
2017 39.6%
2016 3.3%
2015 3.8%
2014 43.7%
2013 11.5%
2012 26.5%
2011 -21.8%
2010 22.3%
Fund Manager information for Invesco India Growth Opportunities Fund
NameSinceTenure
Amit Ganatra23 Jun 145.53 Yr.
Taher Badshah10 Jan 172.97 Yr.

Data below for Invesco India Growth Opportunities Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services34.96%
Consumer Cyclical10.53%
Technology9.13%
Health Care7.85%
Industrials7.71%
Consumer Defensive7.22%
Energy6.31%
Basic Materials4.24%
Utility4.22%
Communication Services2.02%
Real Estate1.5%
Asset Allocation
Asset ClassValue
Cash4.31%
Equity95.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
7%₹182 Cr1,544,620
↑ 189,847
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
6%₹158 Cr1,186,849
↑ 134,055
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
5%₹127 Cr2,555,532
↑ 106,932
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 19 | HDFC
5%₹126 Cr581,066
↑ 81,821
Triparty Repo
CBLO/Reverse Repo | -
5%₹122 Cr
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 13 | TCS
3%₹83 Cr412,594
↑ 25,837
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KOTAKBANK
3%₹77 Cr477,338
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Jun 19 | 500696
3%₹72 Cr331,066
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 28 Feb 18 | APOLLOHOSP
3%₹67 Cr383,839
Net Receivables / (Payables)
Net Current Assets | -
3%-₹64 Cr

4. 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 14.4% since its launch.  Ranked 4 in Small Cap category.  Return for 2019 was 6.1% , 2018 was -19.6% and 2017 was 78.7% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (07 Apr 20) ₹41.6052 ↑ 1.31   (3.24 %)
Net Assets (Cr) ₹3,476 on 29 Feb 20
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.57
Sharpe Ratio 0.79
Information Ratio 1.52
Alpha Ratio 12.71
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 Mar 15₹10,000
31 Mar 16₹10,866
31 Mar 17₹14,199
31 Mar 18₹19,088
31 Mar 19₹18,059
31 Mar 20₹14,198

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 ₹357,992.
Net Profit of ₹57,992
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 7 Apr 20

DurationReturns
1 Month -23%
3 Month -22.7%
6 Month -18.2%
1 Year -20.4%
3 Year -0.6%
5 Year 7%
10 Year
15 Year
Since launch 14.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 6.1%
2018 -19.6%
2017 78.7%
2016 1.3%
2015 20.6%
2014 110.7%
2013 7.8%
2012 31.9%
2011 -24.3%
2010 19%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 136.13 Yr.

Data below for SBI Small Cap Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Industrials26.71%
Consumer Cyclical21.49%
Financial Services10.18%
Basic Materials9.98%
Consumer Defensive8.87%
Health Care5.66%
Technology3.76%
Utility1.62%
Energy0.77%
Real Estate0.68%
Asset Allocation
Asset ClassValue
Cash9.17%
Equity89.73%
Other1.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
9%₹319 Cr
Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | 508486
5%₹168 Cr352,000
Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 531531
4%₹147 Cr2,135,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
4%₹143 Cr1,027,439
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Aug 18 | 540699
4%₹131 Cr341,444
↓ -35,556
Relaxo Footwears Ltd (Consumer Cyclical)
Equity, Since 30 Nov 13 | 530517
4%₹125 Cr1,800,000
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 19 | 540762
3%₹121 Cr2,300,000
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
3%₹120 Cr1,500,000
↑ 200,000
Triveni Turbine Ltd (Industrials)
Equity, Since 31 Jan 19 | 533655
3%₹120 Cr12,623,851
↑ 2,623,851
Indostar Capital Finance Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 18 | 541336
3%₹120 Cr4,300,000

5. Principal Emerging Bluechip Fund

The primary objective of the Scheme is to achieve long-term capital appreciation by investing in equity & equity related instruments of mid cap & small cap companies.

Principal Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 12 Nov 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.4% since its launch.  Ranked 1 in Large & Mid Cap category.  Return for 2019 was 6.8% , 2018 was -11% and 2017 was 49.1% .

Below is the key information for Principal Emerging Bluechip Fund

Principal Emerging Bluechip Fund
Growth
Launch Date 12 Nov 08
NAV (07 Apr 20) ₹82.64 ↑ 4.99   (6.43 %)
Net Assets (Cr) ₹2,117 on 29 Feb 20
Category Equity - Large & Mid Cap
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.22
Sharpe Ratio 0.6
Information Ratio 0.2
Alpha Ratio 6.04
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 15₹10,000
31 Mar 16₹9,468
31 Mar 17₹13,181
31 Mar 18₹15,137
31 Mar 19₹15,182
31 Mar 20₹11,888

Principal 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 ₹331,978.
Net Profit of ₹31,978
Invest Now

Returns for Principal 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 7 Apr 20

DurationReturns
1 Month -22%
3 Month -23%
6 Month -16.4%
1 Year -20.5%
3 Year -3.2%
5 Year 3.2%
10 Year
15 Year
Since launch 20.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 6.8%
2018 -11%
2017 49.1%
2016 11.2%
2015 6%
2014 80.2%
2013 5.8%
2012 55%
2011 -34.7%
2010 19.7%
Fund Manager information for Principal Emerging Bluechip Fund
NameSinceTenure
Ravi Gopalakrishnan11 Oct 190.22 Yr.

Data below for Principal Emerging Bluechip Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services27.47%
Consumer Cyclical14.81%
Industrials13.81%
Basic Materials11.42%
Health Care8.32%
Technology6.67%
Consumer Defensive5.48%
Energy4.25%
Utility3.97%
Communication Services2.92%
Asset Allocation
Asset ClassValue
Cash0.87%
Equity99.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 17 | HDFCBANK
6%₹122 Cr1,034,250
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK
4%₹91 Cr1,839,375
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
4%₹76 Cr572,073
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | KOTAKBANK
3%₹59 Cr366,100
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
3%₹55 Cr123,900
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 18 | 532978
2%₹53 Cr58,020
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Aug 18 | DIVISLAB
2%₹51 Cr240,900
AIA Engineering Ltd (Industrials)
Equity, Since 31 May 14 | AIAENG
2%₹49 Cr273,900
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
2%₹48 Cr652,380
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 19 | 500271
2%₹47 Cr811,200

6. 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 12.2% since its launch.  Ranked 19 in Multi Cap category.  Return for 2019 was 12.7% , 2018 was -0.6% and 2017 was 38.6% .

Below is the key information for Mirae Asset India Equity Fund 

Mirae Asset India Equity Fund 
Growth
Launch Date 4 Apr 08
NAV (07 Apr 20) ₹39.753 ↑ 3.10   (8.47 %)
Net Assets (Cr) ₹16,734 on 29 Feb 20
Category Equity - Multi Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio 0.31
Information Ratio 0.42
Alpha Ratio 2
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 Mar 15₹10,000
31 Mar 16₹9,586
31 Mar 17₹12,302
31 Mar 18₹13,820
31 Mar 19₹15,779
31 Mar 20₹11,976

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 ₹331,978.
Net Profit of ₹31,978
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 7 Apr 20

DurationReturns
1 Month -20.3%
3 Month -26%
6 Month -19.3%
1 Year -22.2%
3 Year -0.2%
5 Year 3.7%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 12.7%
2018 -0.6%
2017 38.6%
2016 8.1%
2015 4.3%
2014 52.9%
2013 8.9%
2012 33.3%
2011 -19.6%
2010 23.1%
Fund Manager information for Mirae Asset India Equity Fund 
NameSinceTenure
Harshad Borawake1 May 172.67 Yr.
Gaurav Misra31 Jan 190.92 Yr.

Data below for Mirae Asset India Equity Fund  as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services39.19%
Energy11.56%
Industrials9.52%
Consumer Cyclical9.47%
Technology9.24%
Consumer Defensive8.86%
Health Care5.98%
Basic Materials2.58%
Utility1.87%
Communication Services0.82%
Asset Allocation
Asset ClassValue
Cash0.91%
Equity99.09%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 09 | HDFCBANK
10%₹1,710 Cr14,518,565
↑ 1,287,253
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹1,290 Cr25,934,629
↑ 480,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 08 | RELIANCE
8%₹1,273 Cr9,577,476
↑ 1,844,787
Infosys Ltd (Technology)
Equity, Since 31 May 08 | INFY
5%₹906 Cr12,381,597
↑ 740,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
5%₹765 Cr10,965,638
State Bank of India (Financial Services)
Equity, Since 31 Jul 08 | SBIN
4%₹736 Cr24,281,723
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹705 Cr5,934,374
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | MARUTI
3%₹528 Cr839,757
↑ 184,346
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
3%₹516 Cr26,118,817
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 09 | TCS
3%₹505 Cr2,525,302

7. 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 6.4% since its launch.  Ranked 1 in ELSS category.  Return for 2019 was 13.6% , 2018 was -8.4% and 2017 was 46% .

Below is the key information for Tata India Tax Savings Fund

Tata India Tax Savings Fund
Growth
Launch Date 13 Oct 14
NAV (07 Apr 20) ₹14.0429 ↑ 1.03   (7.89 %)
Net Assets (Cr) ₹2,060 on 29 Feb 20
Category Equity - ELSS
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 0.46
Information Ratio -0.3
Alpha Ratio 0.94
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹9,815
31 Mar 17₹12,397
31 Mar 18₹14,144
31 Mar 19₹15,272
31 Mar 20₹11,620

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 ₹323,701.
Net Profit of ₹23,701
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 7 Apr 20

DurationReturns
1 Month -21.3%
3 Month -26.1%
6 Month -20.3%
1 Year -22.5%
3 Year -2.3%
5 Year 2.9%
10 Year
15 Year
Since launch 6.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 13.6%
2018 -8.4%
2017 46%
2016 2.1%
2015 13.3%
2014
2013
2012
2011
2010
Fund Manager information for Tata India Tax Savings Fund
NameSinceTenure
Rupesh Patel1 Apr 154.59 Yr.
Ennette Fernandes18 Jun 181.37 Yr.

Data below for Tata India Tax Savings Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services40.83%
Consumer Cyclical10.91%
Energy9.34%
Technology8.88%
Industrials8.03%
Basic Materials4.57%
Health Care4.13%
Communication Services2.92%
Consumer Defensive2.34%
Real Estate0.84%
Asset Allocation
Asset ClassValue
Cash7.19%
Equity92.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
9%₹189 Cr3,800,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN
8%₹161 Cr5,325,000
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK
7%₹151 Cr1,282,000
(A) Treps
CBLO/Reverse Repo | -
6%₹125 Cr
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFC
6%₹123 Cr565,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
6%₹123 Cr1,680,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
6%₹116 Cr870,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
5%₹105 Cr1,500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
3%₹60 Cr1,150,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 18 | TCS
3%₹60 Cr300,000

8. 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 10% since its launch.  Ranked 3 in Multi Cap category.  Return for 2019 was 12.3% , 2018 was -0.9% and 2017 was 34.3% .

Below is the key information for Kotak Standard Multicap Fund

Kotak Standard Multicap Fund
Growth
Launch Date 11 Sep 09
NAV (07 Apr 20) ₹27.432 ↑ 1.96   (7.67 %)
Net Assets (Cr) ₹29,460 on 29 Feb 20
Category Equity - Multi Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 0.46
Information Ratio 0.22
Alpha Ratio 4.74
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 15₹10,000
31 Mar 16₹9,716
31 Mar 17₹12,601
31 Mar 18₹13,949
31 Mar 19₹15,554
31 Mar 20₹11,842

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 ₹331,978.
Net Profit of ₹31,978
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 7 Apr 20

DurationReturns
1 Month -21.4%
3 Month -26.3%
6 Month -20.3%
1 Year -22.5%
3 Year -2%
5 Year 3.3%
10 Year
15 Year
Since launch 10%
Historical performance (Yearly) on absolute basis
YearReturns
2019 12.3%
2018 -0.9%
2017 34.3%
2016 9.4%
2015 3%
2014 57.9%
2013 6.1%
2012 33.5%
2011 -22.3%
2010 20%
Fund Manager information for Kotak Standard Multicap Fund
NameSinceTenure
Harsha Upadhyaya4 Aug 127.33 Yr.

Data below for Kotak Standard Multicap Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services33.45%
Basic Materials12.76%
Industrials11.44%
Energy9.74%
Technology6.6%
Consumer Cyclical6.33%
Consumer Defensive5.46%
Utility3.17%
Health Care1.71%
Asset Allocation
Asset ClassValue
Cash5.78%
Equity94.21%
Debt0.01%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Triparty Repo
CBLO/Reverse Repo | -
8%₹2,393 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK
7%₹1,978 Cr39,773,000
↓ -1,227,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 16 | RELIANCE
6%₹1,794 Cr13,500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
5%₹1,580 Cr13,413,000
↓ -1,217,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532215
5%₹1,395 Cr20,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT
5%₹1,354 Cr11,400,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO
4%₹1,139 Cr2,700,000
↑ 381,946
Cash Offset For Derivatives
Derivative Margin | -
4%-₹1,046 Cr104,566
↑ 23,763
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
3%₹1,005 Cr13,730,562
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 18 | TCS
3%₹880 Cr4,400,000

9. Sundaram Rural and Consumption Fund

(Erstwhile Sundaram Rural India Fund)

The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity & equity related instruments of companies that are focusing on Rural India.

Sundaram Rural and Consumption Fund is a Equity - Sectoral fund was launched on 12 May 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.8% since its launch.  Ranked 2 in Sectoral category.  Return for 2019 was 2.7% , 2018 was -7.8% and 2017 was 38.7% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (07 Apr 20) ₹32.3769 ↑ 1.89   (6.21 %)
Net Assets (Cr) ₹1,816 on 29 Feb 20
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.22
Sharpe Ratio 0.48
Information Ratio -0.19
Alpha Ratio 4.96
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹10,414
31 Mar 17₹14,736
31 Mar 18₹16,377
31 Mar 19₹16,742
31 Mar 20₹12,699

Sundaram Rural and Consumption Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹340,450.
Net Profit of ₹40,450
Invest Now

Returns for Sundaram Rural and Consumption Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Apr 20

DurationReturns
1 Month -22.6%
3 Month -22.7%
6 Month -19%
1 Year -22.6%
3 Year -4.3%
5 Year 4.9%
10 Year
15 Year
Since launch 8.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 2.7%
2018 -7.8%
2017 38.7%
2016 21.1%
2015 6.3%
2014 47.4%
2013 -0.6%
2012 34.1%
2011 -23.1%
2010 20.8%
Fund Manager information for Sundaram Rural and Consumption Fund
NameSinceTenure
S Krishnakumar1 Jan 164 Yr.
S. Bharath25 Apr 181.69 Yr.

Data below for Sundaram Rural and Consumption Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Consumer Defensive29.37%
Financial Services22.18%
Consumer Cyclical17.08%
Basic Materials15.64%
Industrials7.71%
Technology1.51%
Communication Services1.21%
Asset Allocation
Asset ClassValue
Cash0.3%
Equity99.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | 500696
6%₹115 Cr530,000
↓ -5,000
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | 500800
5%₹93 Cr2,675,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
4%₹70 Cr865,000
↓ -20,000
City Union Bank Ltd (Financial Services)
Equity, Since 28 Feb 18 | CUB
3%₹62 Cr2,900,000
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jul 10 | 500820
3%₹62 Cr346,000
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON
3%₹61 Cr2,195,000
↓ -155,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | HDFCBANK
3%₹58 Cr490,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | ICICIBANK
3%₹57 Cr1,140,000
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540719
3%₹56 Cr630,000
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 18 | 541770
3%₹56 Cr660,000

10. 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 15.4% since its launch.  Ranked 4 in Large & Mid Cap category.  Return for 2019 was 11.4% , 2018 was -9.2% and 2017 was 40.1% .

Below is the key information for DSP BlackRock Equity Opportunities Fund

DSP BlackRock Equity Opportunities Fund
Growth
Launch Date 16 May 00
NAV (07 Apr 20) ₹171.405 ↑ 11.32   (7.07 %)
Net Assets (Cr) ₹5,279 on 29 Feb 20
Category Equity - Large & Mid Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.14
Sharpe Ratio 0.58
Information Ratio -0.03
Alpha Ratio 5.72
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 Mar 15₹10,000
31 Mar 16₹9,731
31 Mar 17₹12,798
31 Mar 18₹14,195
31 Mar 19₹14,976
31 Mar 20₹11,287

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 ₹323,701.
Net Profit of ₹23,701
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 7 Apr 20

DurationReturns
1 Month -22.6%
3 Month -26.1%
6 Month -20.8%
1 Year -22.8%
3 Year -3.6%
5 Year 2.5%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 11.4%
2018 -9.2%
2017 40.1%
2016 11.2%
2015 6.1%
2014 45.4%
2013 6.5%
2012 29.4%
2011 -25.1%
2010 24.2%
Fund Manager information for DSP BlackRock Equity Opportunities Fund
NameSinceTenure
Rohit Singhania1 Jun 154.59 Yr.
Jay Kothari16 Mar 181.79 Yr.

Data below for DSP BlackRock Equity Opportunities Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services27.93%
Basic Materials11.66%
Industrials9.33%
Consumer Cyclical9.3%
Health Care7.33%
Energy6.93%
Communication Services6.86%
Technology6.54%
Consumer Defensive5.78%
Utility3.63%
Real Estate2.71%
Asset Allocation
Asset ClassValue
Cash1.95%
Equity98.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
7%₹388 Cr7,795,745
↑ 448,974
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 18 | BHARTIARTL
6%₹322 Cr6,156,729
↑ 375,208
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
6%₹314 Cr2,668,743
↓ -101,690
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 532215
5%₹281 Cr4,026,514
↑ 551,464
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
4%₹186 Cr2,545,936
↓ -220,684
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 16 | RELIANCE
3%₹179 Cr1,344,792
↑ 156,556
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 16 | 506395
3%₹143 Cr2,320,509
↓ -148,840
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Nov 17 | 500165
3%₹134 Cr2,672,427
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 19 | 500547
2%₹131 Cr3,081,502
↓ -487,571
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
2%₹130 Cr

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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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