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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 November 11, 2019 , 11131 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 16.3% since its launch.  Ranked 7 in Focused category.  Return for 2018 was 0.6% , 2017 was 45.2% and 2016 was 4.6% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (13 Nov 19) ₹30.42 ↑ 0.04   (0.13 %)
Net Assets (Cr) ₹8,384 on 30 Sep 19
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.73
Sharpe Ratio 0.47
Information Ratio 0.31
Alpha Ratio 3.67
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 Oct 14₹10,000
31 Oct 15₹10,951
31 Oct 16₹12,653
31 Oct 17₹15,651
31 Oct 18₹15,751
31 Oct 19₹19,061

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 ₹426,080.
Net Profit of ₹126,080
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 13 Nov 19

DurationReturns
1 Month 4.6%
3 Month 11.6%
6 Month 15.3%
1 Year 19.2%
3 Year 17.4%
5 Year 13.1%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 0.6%
2017 45.2%
2016 4.6%
2015 3.9%
2014 38.8%
2013 5.8%
2012
2011
2010
2009
Fund Manager information for Axis Focused 25 Fund
NameSinceTenure
Jinesh Gopani7 Jun 163.4 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services43.87%
Basic Materials14.2%
Technology12.34%
Consumer Cyclical9.71%
Consumer Defensive6.28%
Industrials4.38%
Energy2.38%
Health Care1.4%
Asset Allocation
Asset ClassValue
Cash1.99%
Equity98.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
10%₹841 Cr2,078,583
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
9%₹733 Cr5,970,492
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
8%₹659 Cr4,006,457
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
8%₹636 Cr747,220
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
6%₹527 Cr2,830,122
↑ 100,000
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
6%₹506 Cr3,503,558
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
6%₹488 Cr2,326,916
↓ -200,000
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Nov 18 | 500820
6%₹472 Cr2,676,200
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
5%₹420 Cr2,122,662
↓ -180,625
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 509930
5%₹416 Cr3,372,718
↑ 20,000

2. 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 20.6% since its launch.  Ranked 3 in Sectoral category.  Return for 2018 was -2.4% , 2017 was 47.6% and 2016 was 15.7% .

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 (13 Nov 19) ₹30.24 ↓ -0.23   (-0.75 %)
Net Assets (Cr) ₹1,806 on 30 Sep 19
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.35
Sharpe Ratio 0.51
Information Ratio -0.97
Alpha Ratio -11.41
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 Oct 14₹10,000
31 Oct 15₹10,958
31 Oct 16₹14,963
31 Oct 17₹18,651
31 Oct 18₹16,797
31 Oct 19₹20,061

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 ₹436,710.
Net Profit of ₹136,710
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 13 Nov 19

DurationReturns
1 Month 8%
3 Month 11.8%
6 Month 9.6%
1 Year 18.3%
3 Year 14%
5 Year 14.5%
10 Year
15 Year
Since launch 20.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -2.4%
2017 47.6%
2016 15.7%
2015 -0.5%
2014 65.8%
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 Sep 19

Equity Sector Allocation
SectorValue
Financial Services97.2%
Asset Allocation
Asset ClassValue
Cash1.72%
Equity97.2%
Other1.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK
16%₹293 Cr2,383,400
↓ -158,600
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK
12%₹235 Cr5,080,190
↑ 110,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
7%₹140 Cr347,931
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
7%₹132 Cr1,790,739
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | 540716
6%₹123 Cr914,027
↑ 239,600
Bandhan Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | 541153
6%₹114 Cr1,869,288
↓ -314,612
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | KOTAKBANK
5%₹103 Cr652,830
State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN
4%₹85 Cr2,709,080
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | INDUSINDBK
4%₹83 Cr631,373
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Nov 15 | 532978
4%₹79 Cr97,200

3. 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 18.4% since its launch.  Return for 2018 was -0.4% , 2017 was 45.1% and 2016 was 21.1% .

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 (13 Nov 19) ₹66.29 ↓ -0.96   (-1.43 %)
Net Assets (Cr) ₹3,290 on 30 Sep 19
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio 0.72
Information Ratio -1.02
Alpha Ratio -6.42
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 Oct 14₹10,000
31 Oct 15₹10,580
31 Oct 16₹13,946
31 Oct 17₹18,065
31 Oct 18₹16,679
31 Oct 19₹19,637

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 ₹426,080.
Net Profit of ₹126,080
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 13 Nov 19

DurationReturns
1 Month 7.9%
3 Month 9.4%
6 Month 5.7%
1 Year 16.2%
3 Year 13.5%
5 Year 14%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -0.4%
2017 45.1%
2016 21.1%
2015 -7.2%
2014 69%
2013 -2.6%
2012 72.2%
2011 -31.6%
2010 32.8%
2009 77.6%
Fund Manager information for ICICI Prudential Banking and Financial Services Fund
NameSinceTenure
Roshan Chutkey29 Jan 181.67 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services92.82%
Asset Allocation
Asset ClassValue
Cash7.36%
Equity92.57%
Other0.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | ICICIBANK
14%₹455 Cr10,500,937
↑ 93,657
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
9%₹306 Cr2,496,576
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
8%₹259 Cr9,577,269
Treps
CBLO/Reverse Repo | -
7%₹233 Cr
Bank of Baroda (Financial Services)
Equity, Since 31 May 17 | 532134
7%₹225 Cr24,190,468
↑ 1,504,694
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532978
6%₹201 Cr236,613
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 532215
5%₹169 Cr2,465,934
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | FEDERALBNK
4%₹137 Cr15,107,314
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 18 | M&MFIN
3%₹114 Cr3,476,303
ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 28 Feb 18 | ICICIPRULI
3%₹102 Cr2,191,300

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 13.1% since its launch.  Ranked 1 in ELSS category.  Return for 2018 was -8.4% , 2017 was 46% and 2016 was 2.1% .

Below is the key information for Tata India Tax Savings Fund

Tata India Tax Savings Fund
Growth
Launch Date 13 Oct 14
NAV (13 Nov 19) ₹18.7058 ↓ -0.22   (-1.18 %)
Net Assets (Cr) ₹1,919 on 30 Sep 19
Category Equity - ELSS
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 0.65
Information Ratio -0.42
Alpha Ratio 3.84
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹11,574
31 Oct 16₹13,481
31 Oct 17₹16,728
31 Oct 18₹15,426
31 Oct 19₹18,184

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 ₹415,684.
Net Profit of ₹115,684
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 13 Nov 19

DurationReturns
1 Month 4.5%
3 Month 8.7%
6 Month 7.9%
1 Year 14.3%
3 Year 12%
5 Year 12.1%
10 Year
15 Year
Since launch 13.1%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -8.4%
2017 46%
2016 2.1%
2015 13.3%
2014
2013
2012
2011
2010
2009
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 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services42.62%
Industrials10.11%
Technology9.79%
Energy9.28%
Consumer Cyclical9.14%
Health Care5.95%
Basic Materials3.58%
Consumer Defensive3.2%
Communication Services2.03%
Real Estate0.84%
Asset Allocation
Asset ClassValue
Cash0.86%
Equity96.54%
Other2.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
10%₹184 Cr4,241,000
↑ 226,000
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK
8%₹157 Cr1,282,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
7%₹135 Cr1,680,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
5%₹103 Cr1,500,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN
5%₹102 Cr3,750,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
5%₹97 Cr730,000
↑ 230,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 15 | KOTAKBANK
4%₹81 Cr495,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFC
4%₹67 Cr340,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 16 | 500034
3%₹61 Cr150,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 18 | TCS
3%₹52 Cr250,000

5. 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 13.6% since its launch.  Ranked 3 in Multi Cap category.  Return for 2018 was -0.9% , 2017 was 34.3% and 2016 was 9.4% .

Below is the key information for Kotak Standard Multicap Fund

Kotak Standard Multicap Fund
Growth
Launch Date 11 Sep 09
NAV (13 Nov 19) ₹36.73 ↓ -0.14   (-0.38 %)
Net Assets (Cr) ₹26,991 on 30 Sep 19
Category Equity - Multi Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 0.42
Information Ratio 0.13
Alpha Ratio 4.09
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 Oct 14₹10,000
31 Oct 15₹11,035
31 Oct 16₹12,852
31 Oct 17₹15,752
31 Oct 18₹15,128
31 Oct 19₹17,553

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 ₹405,518.
Net Profit of ₹105,518
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 13 Nov 19

DurationReturns
1 Month 5.5%
3 Month 9.6%
6 Month 8.1%
1 Year 14.1%
3 Year 12.7%
5 Year 11.3%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009
Fund Manager information for Kotak Standard Multicap Fund
NameSinceTenure
Harsha Upadhyaya4 Aug 127.08 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services34.59%
Industrials12.2%
Energy10.53%
Basic Materials9.94%
Technology7.72%
Consumer Cyclical5.82%
Consumer Defensive4.07%
Utility3.19%
Health Care1.75%
Asset Allocation
Asset ClassValue
Cash7.15%
Equity92.83%
Debt0.01%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Triparty Repo
CBLO/Reverse Repo | -
10%₹2,636 Cr
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 16 | RELIANCE
7%₹1,799 Cr13,500,000
↑ 500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
7%₹1,796 Cr14,630,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK
7%₹1,765 Cr40,700,000
↑ 200,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT
5%₹1,401 Cr9,500,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532215
5%₹1,223 Cr17,850,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
4%₹1,106 Cr13,730,562
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 18 | TCS
3%₹924 Cr4,400,000
Cash Offset For Derivatives
Derivative Margin | -
3%-₹816 Cr81,616
↑ 8,037
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO
3%₹781 Cr1,800,000
↑ 100,000

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 18.1% since its launch.  Ranked 2 in Large & Mid Cap category.  Return for 2018 was -5.6% , 2017 was 34.9% and 2016 was 9.6% .

Below is the key information for Kotak Equity Opportunities Fund

Kotak Equity Opportunities Fund
Growth
Launch Date 9 Sep 04
NAV (13 Nov 19) ₹124.251 ↓ -0.44   (-0.35 %)
Net Assets (Cr) ₹2,614 on 30 Sep 19
Category Equity - Large & Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.41
Information Ratio -0.49
Alpha Ratio 3.65
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 Oct 14₹10,000
31 Oct 15₹10,809
31 Oct 16₹12,717
31 Oct 17₹15,514
31 Oct 18₹14,241
31 Oct 19₹16,447

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 ₹395,578.
Net Profit of ₹95,578
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 13 Nov 19

DurationReturns
1 Month 6.8%
3 Month 10%
6 Month 8.9%
1 Year 14.1%
3 Year 10.9%
5 Year 10.1%
10 Year
15 Year
Since launch 18.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 80.1%
Fund Manager information for Kotak Equity Opportunities Fund
NameSinceTenure
Harsha Upadhyaya4 Aug 127.16 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services27.48%
Industrials17.69%
Basic Materials15.99%
Energy8.58%
Technology7.5%
Consumer Cyclical7.1%
Utility6.96%
Health Care3.98%
Consumer Defensive2.66%
Asset Allocation
Asset ClassValue
Cash1.52%
Equity98.45%
Other0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
7%₹184 Cr1,500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK
6%₹156 Cr3,600,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 16 | RELIANCE
6%₹153 Cr1,150,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
5%₹129 Cr1,600,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 18 | TCS
5%₹126 Cr600,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT
4%₹103 Cr700,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 532215
4%₹101 Cr1,470,000
Gujarat State Petronet Ltd (Utilities)
Equity, Since 31 Oct 17 | 532702
3%₹82 Cr3,800,000
AIA Engineering Ltd (Industrials)
Equity, Since 31 Jul 14 | AIAENG
3%₹76 Cr425,000
Thermax Ltd (Industrials)
Equity, Since 31 Dec 17 | THERMAX
3%₹73 Cr650,000

7. 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 11% since its launch.  Ranked 6 in Large & Mid Cap category.  Return for 2018 was -0.2% , 2017 was 39.6% and 2016 was 3.3% .

Below is the key information for Invesco India Growth Opportunities Fund

Invesco India Growth Opportunities Fund
Growth
Launch Date 9 Aug 07
NAV (13 Nov 19) ₹35.77 ↓ -0.03   (-0.08 %)
Net Assets (Cr) ₹1,822 on 30 Sep 19
Category Equity - Large & Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.16
Sharpe Ratio 0.35
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 Oct 14₹10,000
31 Oct 15₹10,811
31 Oct 16₹11,839
31 Oct 17₹14,847
31 Oct 18₹14,710
31 Oct 19₹17,100

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 ₹395,578.
Net Profit of ₹95,578
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 13 Nov 19

DurationReturns
1 Month 5.1%
3 Month 10.4%
6 Month 10.7%
1 Year 12.8%
3 Year 14.2%
5 Year 10.7%
10 Year
15 Year
Since launch 11%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 62.2%
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 Sep 19

Equity Sector Allocation
SectorValue
Financial Services27.05%
Consumer Cyclical13.3%
Technology10.05%
Industrials9.29%
Consumer Defensive9.16%
Health Care8.96%
Energy5.65%
Basic Materials5.61%
Utility4.62%
Communication Services1.71%
Asset Allocation
Asset ClassValue
Cash4.94%
Equity95.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
8%₹142 Cr1,160,156
Triparty Repo
CBLO/Reverse Repo | -
6%₹109 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
6%₹106 Cr2,448,600
↑ 411,146
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
6%₹102 Cr767,875
↑ 35,024
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 17 | LT
4%₹76 Cr515,142
↑ 29,537
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 13 | TCS
3%₹62 Cr293,897
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jul 17 | CHOLAFIN
3%₹49 Cr1,604,767
United Spirits Ltd (Consumer Defensive)
Equity, Since 30 Sep 18 | 532432
3%₹48 Cr723,115
↑ 40,923
Hexaware Technologies Ltd (Technology)
Equity, Since 31 Aug 18 | 532129
3%₹47 Cr1,239,209
↑ 119,125
Mphasis Ltd (Technology)
Equity, Since 30 Apr 18 | 526299
3%₹46 Cr477,928
↑ 47,214

8. 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 15.4% since its launch.  Ranked 19 in Multi Cap category.  Return for 2018 was -0.6% , 2017 was 38.6% and 2016 was 8.1% .

Below is the key information for Mirae Asset India Equity Fund 

Mirae Asset India Equity Fund 
Growth
Launch Date 4 Apr 08
NAV (13 Nov 19) ₹52.728 ↓ -0.48   (-0.90 %)
Net Assets (Cr) ₹14,917 on 30 Sep 19
Category Equity - Multi Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio 0.36
Information Ratio 0.32
Alpha Ratio 1.61
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 Oct 14₹10,000
31 Oct 15₹10,688
31 Oct 16₹12,417
31 Oct 17₹15,493
31 Oct 18₹15,332
31 Oct 19₹17,654

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 ₹405,518.
Net Profit of ₹105,518
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 13 Nov 19

DurationReturns
1 Month 5.7%
3 Month 8.8%
6 Month 8%
1 Year 12.3%
3 Year 13.6%
5 Year 11.5%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 109.3%
Fund Manager information for Mirae Asset India Equity Fund 
NameSinceTenure
Neelesh Surana10 Mar 0811.48 Yr.
Harshad Borawake1 May 172.33 Yr.
Gaurav Misra31 Jan 190.58 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services36.42%
Energy9.22%
Consumer Cyclical9.14%
Consumer Defensive8.95%
Technology8.81%
Industrials7.44%
Health Care6.28%
Basic Materials5.97%
Utility2.72%
Communication Services1.41%
Asset Allocation
Asset ClassValue
Cash3.64%
Equity96.36%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 09 | HDFCBANK
9%₹1,396 Cr11,370,912
↑ 143,428
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹985 Cr22,709,454
↑ 1,154,123
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 08 | RELIANCE
6%₹907 Cr6,805,705
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
4%₹663 Cr25,515,540
↑ 2,846,046
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
4%₹662 Cr9,665,638
↑ 317,965
State Bank of India (Financial Services)
Equity, Since 31 Jul 08 | SBIN
4%₹642 Cr23,694,443
↑ 5,351,152
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹616 Cr4,181,467
↑ 179,122
Infosys Ltd (Technology)
Equity, Since 31 May 08 | INFY
4%₹554 Cr6,880,800
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 09 | TCS
3%₹510 Cr2,430,069
↑ 145,097
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | KOTAKBANK
3%₹392 Cr2,385,150

9. 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 17.4% since its launch.  Ranked 4 in Large & Mid Cap category.  Return for 2018 was -9.2% , 2017 was 40.1% and 2016 was 11.2% .

Below is the key information for DSP BlackRock Equity Opportunities Fund

DSP BlackRock Equity Opportunities Fund
Growth
Launch Date 16 May 00
NAV (13 Nov 19) ₹228.791 ↓ -2.69   (-1.16 %)
Net Assets (Cr) ₹5,489 on 30 Sep 19
Category Equity - Large & Mid Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.42
Sharpe Ratio 0.38
Information Ratio 0
Alpha Ratio 6.56
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹10,741
31 Oct 16₹13,100
31 Oct 17₹16,108
31 Oct 18₹14,707
31 Oct 19₹16,918

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 ₹395,578.
Net Profit of ₹95,578
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 13 Nov 19

DurationReturns
1 Month 4.3%
3 Month 10.3%
6 Month 9.9%
1 Year 12.2%
3 Year 9.8%
5 Year 10.6%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 86.4%
Fund Manager information for DSP BlackRock Equity Opportunities Fund
NameSinceTenure
Rohit Singhania1 Jun 154.33 Yr.
Jay Kothari16 Mar 181.54 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services36.49%
Basic Materials9.87%
Industrials8.94%
Energy7.91%
Technology7.73%
Health Care6.92%
Consumer Cyclical6.67%
Consumer Defensive4.19%
Utility3.65%
Real Estate2.3%
Communication Services2.11%
Asset Allocation
Asset ClassValue
Cash3.07%
Equity96.92%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
9%₹502 Cr4,077,569
↓ -133,587
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
8%₹446 Cr9,625,806
↓ -2,232,463
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 532215
4%₹236 Cr3,202,098
↓ -828,524
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 16 | RELIANCE
4%₹213 Cr1,452,018
↓ -190,957
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
3%₹196 Cr2,858,740
↑ 1,849,515
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Nov 17 | 500165
3%₹169 Cr3,039,360
↑ 97,396
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
3%₹160 Cr
State Bank of India (Financial Services)
Equity, Since 30 Sep 19 | SBIN
3%₹158 Cr5,050,559
↑ 3,177,114
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 16 | 506395
3%₹145 Cr3,048,851
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 19 | HINDPETRO
3%₹141 Cr4,341,403
↑ 670,171

10. Motilal Oswal Multicap 35 Fund

(Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.5% since its launch.  Ranked 5 in Multi Cap category.  Return for 2018 was -7.8% , 2017 was 43.1% and 2016 was 8.5% .

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund
Growth
Launch Date 28 Apr 14
NAV (13 Nov 19) ₹26.8254 ↑ 0.05   (0.19 %)
Net Assets (Cr) ₹13,235 on 30 Sep 19
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio 0.29
Information Ratio -0.06
Alpha Ratio 3.6
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 Oct 14₹10,000
31 Oct 15₹12,520
31 Oct 16₹14,845
31 Oct 17₹18,708
31 Oct 18₹16,666
31 Oct 19₹19,419

Motilal Oswal Multicap 35 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 Motilal Oswal Multicap 35 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 Nov 19

DurationReturns
1 Month 3.8%
3 Month 10.4%
6 Month 7.7%
1 Year 11.5%
3 Year 10.5%
5 Year 13.4%
10 Year
15 Year
Since launch 19.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -7.8%
2017 43.1%
2016 8.5%
2015 14.6%
2014
2013
2012
2011
2010
2009
Fund Manager information for Motilal Oswal Multicap 35 Fund
NameSinceTenure
Abhiroop Mukherjee28 Apr 145.18 Yr.
Akash Singhania17 May 190.12 Yr.
Herin Visaria26 Jul 190 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services45.67%
Consumer Cyclical12.82%
Technology12.69%
Consumer Defensive6.97%
Energy6.23%
Industrials6.17%
Health Care4.29%
Basic Materials3.2%
Asset Allocation
Asset ClassValue
Cash1.02%
Equity98.98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK
11%₹1,410 Cr11,490,684
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
7%₹912 Cr11,314,855
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
6%₹856 Cr12,500,000
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | 540777
6%₹842 Cr14,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 18 | LT
6%₹817 Cr5,540,750
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹736 Cr1,817,855
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 15 | MARUTI
5%₹672 Cr1,000,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 14 | HDFC
5%₹652 Cr3,300,000
↓ -1,200,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Jul 14 | 532432
4%₹594 Cr8,909,387
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 18 | TCS
4%₹557 Cr2,652,616

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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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