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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 August 1, 2020 , 25782 views

Investing via Monthly Mutual Funds SIP

Investing in an equity mutual fund scheme via an SIP is the best way to achieve your long-term goals. Equity has the potential to offer superior returns than other asset classes. It may also help you to beat Inflation which is essential to achieve long-term goals. They also enjoy favourable taxation. Now, long-term capital gains tax on investments held over a year was tax-free (From union budget of FY 18-19 from 1st FEB Gains over above 1 Lakh in year will be taxed @ 10% i.e if one gains 1.1 Lakhs in a financial year in long term capital gains he has to pay tax on 1,10,000 - 1,00,000 = 10,000. 10% on 10,000 = 1,000 in Taxes).

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How to get 1 Crore

Below are the illustrations of how to get 1 Crore in different timeframes by investing in SIP (Systematic Investment plan) of best mutual funds.

1. How to Get 1 Crore in 20 Years

Start Investing Via Mutual Funds SIP of Rs. 7,600 Per Month

If you can spare Rs 7,600 every month, start an SIP immediately in Equity Mutual Funds. If you need help with selecting schemes, you can check our recommended equity mutual fund portfolios and pick a portfolio based on your risk appetite and SIP amount. If your portfolio of Mutual Funds manages to offer an annual return of 14 per cent (Which is lower than CAGR offered by SENSEX since inception in 1979), you would be able to create a corpus of Rs 1 crore in 20 years as show below.

1 Crore in 20 Years

Key Assumption based on historical returns are as below

Assumptions Data
Growth Rate 14%
Inflation Not Factored
Investment Amount (pm) 7,600
Time Period 20 years
Amount Invested 18,24,000
Total Corpus 1,00,04,232
Net Gains 81,80,232

More details can be worked our using our sip calculator by clicking on button below

2. How to Get 1 Crore in 15 Years

Start Investing Via Mutual Funds SIP of Rs. 16,320 Per Month

If you can spare Rs 16,320 every month, start an SIP immediately in equity mutual funds. If you need help with selecting schemes, you can check our recommended equity mutual fund portfolios and pick a portfolio based on your risk appetite and SIP amount. If your portfolio of mutual funds manages to offer an annual return of 14 per cent (Which is lower than CAGR offered by SENSEX since inception in 1979), you would be able to create a corpus of Rs 1 crore in 15 years as show below.

1 Crore in 15 Years

Key Assumption based on historical returns are as below

Assumptions Data
Growth Rate 14%
Inflation Not Factored
Investment Amount (pm) 16,320
Time Period 15 years
Amount Invested 29,37,600
Total Corpus 1,00,01,774
Net Gains 70,64,174

More details can be worked our using our SIP calculator by clicking on button below

3. How to Get 1 Crore in 10 Years

Start Investing Via Mutual Funds SIP of Rs. 38,160 Per Month

If you can spare Rs 38,160 every month, start an SIP immediately in equity mutual funds. If you need help with selecting schemes, you can check our recommended equity mutual fund portfolios and pick a portfolio based on your risk appetite and SIP amount. If your portfolio of mutual funds manages to offer an annual return of 14 per cent (Which is lower than CAGR offered by SENSEX since inception in 1979), you would be able to create a corpus of Rs 1 crore in 10 years as show below.

1 Crore in 10 years

Key Assumption based on historical returns are as below

Assumptions Data
Growth Rate 14%
Inflation Not Factored
Investment Amount (pm) 38,160
Time Period 10 years
Amount Invested 45,79,200
Total Corpus 1,00,01,408
Net Gains 54,22,208
More details can be worked our using our SIP calculator by clicking on button below

Top 10 Best Performing SIP Mutual Funds

Below is the list of best mutual funds having Net Assets/AUM above 500 Crore & sorted on 5 Year CAGR Return. Which can be looked for invested to achieve the given objective.

1. DSP BlackRock World Gold Fund

"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized."

DSP BlackRock World Gold Fund is a Equity - Global fund was launched on 14 Sep 07. It is a fund with High risk and has given a CAGR/Annualized return of 6.5% since its launch.  Ranked 11 in Global category.  Return for 2019 was 35.1% , 2018 was -10.7% and 2017 was -4% .

Below is the key information for DSP BlackRock World Gold Fund

DSP BlackRock World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (31 Jul 20) ₹22.4213 ↓ -0.01   (-0.02 %)
Net Assets (Cr) ₹539 on 30 Jun 20
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.67
Sharpe Ratio 1.01
Information Ratio -1.28
Alpha Ratio -6.74
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 Jul 15₹10,000
31 Jul 16₹20,372
31 Jul 17₹14,966
31 Jul 18₹13,741
31 Jul 19₹16,832
31 Jul 20₹27,700

DSP BlackRock World Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for DSP BlackRock World Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jul 20

DurationReturns
1 Month 17.3%
3 Month 27.3%
6 Month 52.2%
1 Year 64.6%
3 Year 22.8%
5 Year 22.6%
10 Year
15 Year
Since launch 6.5%
Historical performance (Yearly) on absolute basis
YearReturns
2019 35.1%
2018 -10.7%
2017 -4%
2016 52.7%
2015 -18.5%
2014 -3%
2013 -41.5%
2012 -5.8%
2011 -2.6%
2010 29%
Fund Manager information for DSP BlackRock World Gold Fund
NameSinceTenure
Jay Kothari1 Mar 137.34 Yr.

Data below for DSP BlackRock World Gold Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Basic Materials90.52%
Asset Allocation
Asset ClassValue
Cash7.65%
Equity91.38%
Debt0.04%
Other0.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -
96%₹515 Cr1,470,865
↑ 30,857
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
5%₹27 Cr
Net Receivables/Payables
Net Current Assets | -
1%-₹3 Cr

2. Franklin India Feeder - Franklin U S Opportunities Fund

The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America.

Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a CAGR/Annualized return of 19.4% since its launch.  Ranked 6 in Global category.  Return for 2019 was 34.2% , 2018 was 6.5% and 2017 was 18.1% .

Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund

Franklin India Feeder - Franklin U S Opportunities Fund
Growth
Launch Date 6 Feb 12
NAV (31 Jul 20) ₹44.8665 ↑ 0.22   (0.50 %)
Net Assets (Cr) ₹1,844 on 30 Jun 20
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.74
Sharpe Ratio 1.28
Information Ratio 0.14
Alpha Ratio -2.43
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹9,530
31 Jul 17₹10,706
31 Jul 18₹13,605
31 Jul 19₹14,941
31 Jul 20₹20,900

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Franklin India Feeder - Franklin U S Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jul 20

DurationReturns
1 Month 6.4%
3 Month 21.9%
6 Month 24.4%
1 Year 39.9%
3 Year 25%
5 Year 15.9%
10 Year
15 Year
Since launch 19.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
2010
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Pyari Menon26 Sep 190.76 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Technology25.81%
Financial Services15.34%
Health Care15.34%
Consumer Cyclical11.6%
Communication Services8.56%
Real Estate6.06%
Industrials5.97%
Consumer Defensive2.28%
Basic Materials1.14%
Asset Allocation
Asset ClassValue
Cash2.9%
Equity92.1%
Other4.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹1,839 Cr4,121,697
↑ 150,519
Call, Cash & Other Assets
Receivables | -
0%₹5 Cr

3. ICICI Prudential US Bluechip Equity Fund

The investment objective of ICICI Prudential US Bluechip Equity Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities (including ADRs/GDRs issued by Indian and foreign companies) of companies listed on New York Stock Exchange and/or NASDAQ. However, there can be no assurance that the investment objective of the Scheme will be realized.

ICICI Prudential US Bluechip Equity Fund is a Equity - Global fund was launched on 6 Jul 12. It is a fund with High risk and has given a CAGR/Annualized return of 16% since its launch.  Ranked 7 in Global category.  Return for 2019 was 34.3% , 2018 was 5.2% and 2017 was 14.1% .

Below is the key information for ICICI Prudential US Bluechip Equity Fund

ICICI Prudential US Bluechip Equity Fund
Growth
Launch Date 6 Jul 12
NAV (31 Jul 20) ₹33.23 ↓ -0.28   (-0.84 %)
Net Assets (Cr) ₹692 on 30 Jun 20
Category Equity - Global
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.08
Sharpe Ratio 1.18
Information Ratio -0.16
Alpha Ratio 5.91
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-3 Months (3%),3-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹10,675
31 Jul 17₹11,586
31 Jul 18₹14,215
31 Jul 19₹15,335
31 Jul 20₹18,238

ICICI Prudential US Bluechip 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 ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for ICICI Prudential US Bluechip 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 31 Jul 20

DurationReturns
1 Month 0.9%
3 Month 5.2%
6 Month 4.4%
1 Year 18.9%
3 Year 16.3%
5 Year 12.8%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2019 34.3%
2018 5.2%
2017 14.1%
2016 11.6%
2015 0.7%
2014 12.7%
2013 45.7%
2012
2011
2010
Fund Manager information for ICICI Prudential US Bluechip Equity Fund
NameSinceTenure
Rohan Maru19 Sep 136.78 Yr.
Priyanka Khandelwal30 Jun 173 Yr.

Data below for ICICI Prudential US Bluechip Equity Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Health Care17.44%
Technology17.01%
Consumer Defensive13.67%
Industrials12.48%
Consumer Cyclical11.84%
Financial Services11.28%
Communication Services7.16%
Basic Materials2.45%
Energy1.24%
Asset Allocation
Asset ClassValue
Cash5.43%
Equity94.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
8%₹54 Cr
Amazon.com Inc (Consumer Cyclical)
Equity, Since 30 Jun 16 | AMZN
4%₹28 Cr1,352
↓ -411
Boeing Co (Industrials)
Equity, Since 31 Mar 20 | BA
3%₹22 Cr16,158
↑ 1,368
Constellation Brands Inc A (Consumer Defensive)
Equity, Since 31 Mar 20 | STZ
3%₹18 Cr13,815
↑ 2,129
Microchip Technology Inc (Technology)
Equity, Since 31 Dec 17 | MCHP
3%₹18 Cr22,379
Salesforce.com Inc (Technology)
Equity, Since 31 Dec 18 | CRM
3%₹17 Cr12,340
ServiceNow Inc (Technology)
Equity, Since 30 Sep 19 | NOW
3%₹17 Cr5,691
↓ -1,411
Caterpillar Inc (Industrials)
Equity, Since 31 Dec 18 | CAT
3%₹17 Cr18,216
↑ 1,938
Tiffany & Co (Consumer Cyclical)
Equity, Since 30 Jun 20 | TIF
3%₹17 Cr18,860
↑ 18,860
Intel Corp (Technology)
Equity, Since 30 Sep 18 | INTC
3%₹17 Cr38,381
↑ 4,441

4. Mirae Asset Emerging Bluechip Fund

The investment objective of the scheme is to generate income and capital appreciation from a portfolio primarily investing in Indian equities and equity related securities of large cap and mid cap companies at the time of investment. From time to time, the fund manager may also seek participation in other Indian equity and equity related securities to achieve optimal Portfolio construction. The Scheme does not guarantee or assure any returns.

Mirae Asset Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 9 Jul 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.3% since its launch.  Return for 2019 was 14.7% , 2018 was -5.4% and 2017 was 49% .

Below is the key information for Mirae Asset Emerging Bluechip Fund

Mirae Asset Emerging Bluechip Fund
Growth
Launch Date 9 Jul 10
NAV (03 Aug 20) ₹54.507 ↓ -0.43   (-0.78 %)
Net Assets (Cr) ₹9,834 on 30 Jun 20
Category Equity - Large & Mid Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2.26
Sharpe Ratio -0.06
Information Ratio 0.89
Alpha Ratio 5.53
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 Jul 15₹10,000
31 Jul 16₹11,166
31 Jul 17₹14,924
31 Jul 18₹15,774
31 Jul 19₹16,100
31 Jul 20₹17,296

Mirae Asset Emerging Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Mirae Asset Emerging Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jul 20

DurationReturns
1 Month 2.7%
3 Month 11.8%
6 Month -4.4%
1 Year 7.2%
3 Year 4.9%
5 Year 11.3%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
2019 14.7%
2018 -5.4%
2017 49%
2016 12.2%
2015 14.1%
2014 84.6%
2013 8.6%
2012 45.6%
2011 -15.2%
2010
Fund Manager information for Mirae Asset Emerging Bluechip Fund
NameSinceTenure
Neelesh Surana9 Jul 109.98 Yr.
Ankit Jain31 Jan 191.41 Yr.

Data below for Mirae Asset Emerging Bluechip Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Financial Services30.72%
Industrials10.73%
Consumer Defensive9.21%
Technology9.07%
Health Care9.01%
Basic Materials8.49%
Consumer Cyclical8.15%
Energy5.77%
Utility4.01%
Communication Services1.8%
Asset Allocation
Asset ClassValue
Cash2.43%
Equity97.57%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK
7%₹651 Cr6,105,544
↓ -75,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
4%₹442 Cr2,594,196
↓ -702,500
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK
4%₹402 Cr11,444,341
↑ 485,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
4%₹364 Cr4,952,720
↑ 475,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
4%₹349 Cr8,570,588
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 19 | TCS
3%₹304 Cr1,458,005
↑ 280,000
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 18 | 500271
3%₹297 Cr5,473,944
↑ 200,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 19 | LT
3%₹269 Cr2,846,381
State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN
3%₹261 Cr14,610,277
↓ -600,000
Voltas Ltd (Industrials)
Equity, Since 31 Dec 14 | VOLTAS
2%₹240 Cr4,398,260
↑ 1,083,000

5. Parag Parikh Long Term Equity Fund

(Erstwhile Parag Parikh Long Term Value Fund)

The investment objective of the scheme is to seek to generate long-term capital growth from an actively managed portfolio primarily of equity and equity related securities.

Parag Parikh Long Term Equity Fund is a Equity - Multi Cap fund was launched on 24 May 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.1% since its launch.  Ranked 34 in Multi Cap category.  Return for 2019 was 14.4% , 2018 was -0.4% and 2017 was 29.4% .

Below is the key information for Parag Parikh Long Term Equity Fund

Parag Parikh Long Term Equity Fund
Growth
Launch Date 24 May 13
NAV (03 Aug 20) ₹29.3202 ↑ 0.09   (0.30 %)
Net Assets (Cr) ₹3,514 on 30 Jun 20
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.48
Sharpe Ratio 0.24
Information Ratio 0.81
Alpha Ratio 14.04
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹10,613
31 Jul 17₹12,461
31 Jul 18₹14,564
31 Jul 19₹14,477
31 Jul 20₹17,179

Parag Parikh Long Term 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 Parag Parikh Long Term 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 31 Jul 20

DurationReturns
1 Month 6.5%
3 Month 22.4%
6 Month 7.8%
1 Year 19.8%
3 Year 11.7%
5 Year 11.3%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
2019 14.4%
2018 -0.4%
2017 29.4%
2016 3.3%
2015 8.9%
2014 44.8%
2013
2012
2011
2010
Fund Manager information for Parag Parikh Long Term Equity Fund
NameSinceTenure
Raj Mehta27 Jan 164.43 Yr.
Rajeev Thakkar24 May 137.11 Yr.
Raunak Onkar24 May 137.11 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Financial Services24.64%
Consumer Cyclical24.03%
Technology15.77%
Communication Services13.81%
Health Care8.29%
Consumer Defensive7.8%
Asset Allocation
Asset ClassValue
Cash5.67%
Equity94.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN
9%₹310 Cr15,323
Alphabet Inc Class C (Communication Services)
Equity, Since 31 Oct 15 | GOOG
8%₹278 Cr26,373
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK
7%₹244 Cr2,285,909
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 500490
6%₹220 Cr863,323
Facebook Inc A (Communication Services)
Equity, Since 31 Jul 17 | FB
6%₹207 Cr124,349
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO
6%₹202 Cr792,207
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 14 | PERSISTENT
5%₹188 Cr2,958,527
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
5%₹180 Cr9,265,842
↑ 1,000,000
Treps 01-Jul-2020
CBLO/Reverse Repo | -
5%₹180 Cr
Mphasis Ltd (Technology)
Equity, Since 30 Jun 13 | 526299
5%₹172 Cr1,955,578

6. 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 16.2% 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 (03 Aug 20) ₹51.4247 ↑ 0.65   (1.28 %)
Net Assets (Cr) ₹3,917 on 30 Jun 20
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.57
Sharpe Ratio -0.07
Information Ratio 1.12
Alpha Ratio 2.73
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 Jul 15₹10,000
31 Jul 16₹10,791
31 Jul 17₹14,083
31 Jul 18₹16,206
31 Jul 19₹14,678
31 Jul 20₹15,441

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 ₹385,859.
Net Profit of ₹85,859
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 31 Jul 20

DurationReturns
1 Month 3.7%
3 Month 13%
6 Month -8.6%
1 Year 8.4%
3 Year 4%
5 Year 9.2%
10 Year
15 Year
Since launch 16.2%
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 136.63 Yr.

Data below for SBI Small Cap Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Industrials27.43%
Consumer Cyclical20.72%
Basic Materials14.93%
Consumer Defensive6.37%
Technology5.3%
Financial Services4.58%
Energy2.94%
Health Care2.53%
Utility2.07%
Real Estate0.35%
Communication Services0.01%
Asset Allocation
Asset ClassValue
Cash12.38%
Equity87.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
12%₹468 Cr
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 522074
4%₹160 Cr11,000,000
Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | 508486
4%₹143 Cr352,000
Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 531531
4%₹140 Cr2,135,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
4%₹139 Cr1,005,235
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Aug 18 | 540699
3%₹132 Cr230,000
↓ -111,444
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 532504
3%₹128 Cr790,000
Engineers India Ltd (Industrials)
Equity, Since 30 Nov 19 | 532178
3%₹118 Cr15,701,235
Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 542399
3%₹117 Cr8,930,720
↑ 4,005,720
Great Eastern Shipping Co Ltd (Energy)
Equity, Since 31 Oct 17 | GESHIP
3%₹115 Cr5,424,681
↑ 4,322,691

7. IIFL Focused Equity Fund

(Erstwhile IIFL India Growth Fund)

The investment objective of the scheme is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

IIFL Focused Equity Fund is a Equity - Focused fund was launched on 30 Oct 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.1% since its launch.  Return for 2019 was 27.3% , 2018 was -6.8% and 2017 was 30% .

Below is the key information for IIFL Focused Equity Fund

IIFL Focused Equity Fund
Growth
Launch Date 30 Oct 14
NAV (03 Aug 20) ₹17.405 ↓ -0.02   (-0.09 %)
Net Assets (Cr) ₹842 on 30 Jun 20
Category Equity - Focused
AMC IIFL Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.42
Sharpe Ratio 0.02
Information Ratio 0.36
Alpha Ratio 9.59
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-2 Months (2%),2 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹11,026
31 Jul 17₹13,070
31 Jul 18₹13,361
31 Jul 19₹14,346
31 Jul 20₹15,587

IIFL Focused 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 ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for IIFL Focused 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 31 Jul 20

DurationReturns
1 Month 5.3%
3 Month 12.2%
6 Month -5.5%
1 Year 9.6%
3 Year 6.3%
5 Year 9.2%
10 Year
15 Year
Since launch 10.1%
Historical performance (Yearly) on absolute basis
YearReturns
2019 27.3%
2018 -6.8%
2017 30%
2016 9.9%
2015 1.8%
2014
2013
2012
2011
2010
Fund Manager information for IIFL Focused Equity Fund
NameSinceTenure
Mayur Patel11 Nov 190.64 Yr.

Data below for IIFL Focused Equity Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Financial Services29.28%
Health Care15.55%
Technology11.24%
Basic Materials9.3%
Consumer Cyclical9.26%
Industrials9.1%
Communication Services5.81%
Energy3.4%
Asset Allocation
Asset ClassValue
Cash7.06%
Equity92.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
10%₹82 Cr2,340,569
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK
7%₹57 Cr536,828
↑ 260,000
Tri-Party Repo
CBLO/Reverse Repo | -
6%₹49 Cr
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL
6%₹49 Cr873,922
↑ 109,614
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
6%₹47 Cr633,911
↑ 45,500
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Oct 19 | 500124
5%₹46 Cr115,977
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 19 | CROMPTON
5%₹41 Cr1,708,382
↑ 169,500
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 18 | LT
5%₹39 Cr411,358
↓ -42,900
Procter & Gamble Health Ltd (Healthcare)
Equity, Since 31 Mar 18 | 500126
4%₹35 Cr85,504
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
4%₹31 Cr109,538

8. 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 13.6% 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 (03 Aug 20) ₹27.99 ↓ -0.41   (-1.44 %)
Net Assets (Cr) ₹10,399 on 30 Jun 20
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 3.05
Sharpe Ratio -0.12
Information Ratio 0.21
Alpha Ratio 5.63
Min Investment 5,000
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 Jul 15₹10,000
31 Jul 16₹10,509
31 Jul 17₹13,128
31 Jul 18₹15,823
31 Jul 19₹14,773
31 Jul 20₹15,368

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 ₹376,357.
Net Profit of ₹76,357
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 31 Jul 20

DurationReturns
1 Month 1.7%
3 Month 7.7%
6 Month -10%
1 Year 3%
3 Year 5%
5 Year 8.6%
10 Year
15 Year
Since launch 13.6%
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 164.07 Yr.

Data below for Axis Focused 25 Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Financial Services35.74%
Consumer Cyclical12.86%
Basic Materials12.82%
Consumer Defensive8.83%
Technology8.74%
Energy7.01%
Communication Services6.68%
Health Care4.03%
Industrials1.02%
Asset Allocation
Asset ClassValue
Cash1.81%
Equity97.95%
Debt0.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
8%₹846 Cr6,219,845
↑ 1,331,245
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
8%₹812 Cr7,620,609
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
8%₹787 Cr3,777,723
↑ 180,985
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
7%₹757 Cr2,675,467
↑ 600,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
7%₹751 Cr3,240,808
↑ 100,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
7%₹729 Cr4,278,290
↑ 279,666
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 19 | 500387
5%₹554 Cr240,158
↑ 46,390
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 16 | MARUTI
5%₹520 Cr889,889
↑ 120,000
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
5%₹500 Cr854,653
↑ 100,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
5%₹474 Cr2,703,305
↑ 500,000

9. SBI Banking & Financial Services Fund

The 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. However, there can be no assurance that the investment objective of the Scheme will be realized.

SBI Banking & Financial Services Fund is a Equity - Sectoral fund was launched on 26 Feb 15. It is a fund with High risk and has given a CAGR/Annualized return of 7.7% since its launch.  Return for 2019 was 20.7% , 2018 was 9.5% and 2017 was 40.7% .

Below is the key information for SBI Banking & Financial Services Fund

SBI Banking & Financial Services Fund
Growth
Launch Date 26 Feb 15
NAV (03 Aug 20) ₹14.9837 ↓ -0.29   (-1.93 %)
Net Assets (Cr) ₹1,350 on 30 Jun 20
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating Not Rated
Risk High
Expense Ratio 2.74
Sharpe Ratio -0.41
Information Ratio -0.24
Alpha Ratio 1.75
Min Investment 5,000
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 Jul 15₹10,000
31 Jul 16₹11,712
31 Jul 17₹15,225
31 Jul 18₹17,456
31 Jul 19₹18,013
31 Jul 20₹15,461

SBI Banking & 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 ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for SBI Banking & 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 31 Jul 20

DurationReturns
1 Month -1.5%
3 Month 1.9%
6 Month -23.6%
1 Year -14.4%
3 Year 0.5%
5 Year 8.5%
10 Year
15 Year
Since launch 7.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 20.7%
2018 9.5%
2017 40.7%
2016 17%
2015
2014
2013
2012
2011
2010
Fund Manager information for SBI Banking & Financial Services Fund
NameSinceTenure
Milind Agrawal1 Aug 190.92 Yr.

Data below for SBI Banking & Financial Services Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Financial Services96.58%
Asset Allocation
Asset ClassValue
Cash3.42%
Equity96.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK
28%₹375 Cr3,518,360
↑ 60,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK
13%₹182 Cr5,175,814
↑ 180,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | KOTAKBANK
11%₹144 Cr1,055,000
↑ 50,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 532215
8%₹105 Cr2,587,122
↑ 310,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN
6%₹87 Cr4,885,000
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | 540716
6%₹77 Cr605,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Sep 19 | 533398
4%₹56 Cr517,665
Treps
CBLO/Reverse Repo | -
4%₹50 Cr
ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 19 | 540133
3%₹42 Cr975,000
ICICI Securities Ltd (Financial Services)
Equity, Since 30 Nov 19 | 541179
3%₹36 Cr775,000

10. SBI Focused Equity Fund

(Erstwhile SBI Emerging Businesses Fund)

The investment objective of the Emerging Businesses Fund would be to participate in the growth potential presented by various companies that are considered emergent and have export orientation/outsourcing opportunities or are globally competitive. The fund may also evaluate Emerging Businesses with growth potential and domestic focus.

SBI Focused Equity Fund is a Equity - Focused fund was launched on 11 Oct 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18% since its launch.  Ranked 32 in Focused category.  Return for 2019 was 16.1% , 2018 was -3.8% and 2017 was 44.7% .

Below is the key information for SBI Focused Equity Fund

SBI Focused Equity Fund
Growth
Launch Date 11 Oct 04
NAV (03 Aug 20) ₹140.078 ↓ -1.35   (-0.95 %)
Net Assets (Cr) ₹8,962 on 30 Jun 20
Category Equity - Focused
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.41
Sharpe Ratio -0.14
Information Ratio 0.57
Alpha Ratio 3.59
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 Jul 15₹10,000
31 Jul 16₹11,046
31 Jul 17₹12,764
31 Jul 18₹14,688
31 Jul 19₹14,986
31 Jul 20₹15,233

SBI Focused 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 ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for SBI Focused 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 31 Jul 20

DurationReturns
1 Month 0.3%
3 Month 7.2%
6 Month -10.7%
1 Year 2.1%
3 Year 6.2%
5 Year 8.5%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
2019 16.1%
2018 -3.8%
2017 44.7%
2016 2.2%
2015 4.3%
2014 58%
2013 -7.9%
2012 56.3%
2011 -10.6%
2010 33.1%
Fund Manager information for SBI Focused Equity Fund
NameSinceTenure
R. Srinivasan1 May 0911.17 Yr.

Data below for SBI Focused Equity Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Financial Services32.41%
Consumer Cyclical13.72%
Communication Services12.57%
Consumer Defensive11.32%
Industrials7.49%
Health Care5.09%
Basic Materials4.22%
Utility3.16%
Energy1.73%
Asset Allocation
Asset ClassValue
Cash8.29%
Equity91.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 13 | HDFCBANK
7%₹671 Cr6,300,000
↓ -700,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 18 | 500034
7%₹651 Cr2,300,000
↓ -100,000
Treps
CBLO/Reverse Repo | -
7%₹645 Cr
Alphabet Inc A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL
7%₹623 Cr59,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 18 | SBIN
7%₹589 Cr33,000,000
↓ -7,000,000
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 30 Jun 13 | PGHH
6%₹544 Cr536,349
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
6%₹504 Cr9,000,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
5%₹456 Cr2,000,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | KOTAKBANK
5%₹449 Cr3,300,000
↑ 3,300,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 29 Feb 20 | 533398
4%₹358 Cr3,300,000

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Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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