Know how to Get 1 Crore in 10,15,20 Years | Mutual Funds SIP

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How to Get 1 Crore by Investing

Updated on June 17, 2019 , 5052 views

Investing via Monthly Mutual Funds SIP

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

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How to get 1 Crore

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

1. How to Get 1 Crore in 20 Years

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

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

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.

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.

Key Assumption based on historical returns are as below

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

Top 10 Best Performing SIP Mutual Funds

Below is the list of best mutual funds having Net Assets/AUM above 500 Crore. Which can be looked for invested to achieve the given objective.

1. ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund is an Open-ended equity scheme that seeks to generate long-term capital appreciation to unitholders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. However, there can be no assurance that the investment objective of the Scheme will be realized.

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

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

ICICI Prudential Banking and Financial Services Fund Growth
Launch Date	22 Aug 08
NAV (19 Jun 19)	₹66.74 ↓ -0.25 (-0.37 %)
Net Assets (Cr)	₹3,068 on 30 Apr 19
Category	Equity - Sectoral
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.52
Sharpe Ratio	0.31
Information Ratio	-0.13
Alpha Ratio	-10.31
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 May 14	₹10,000
31 May 15	₹12,990
31 May 16	₹12,855
31 May 17	₹19,405
31 May 18	₹20,848
31 May 19	₹23,924

ICICI Prudential Banking and Financial Services Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for ICICI Prudential Banking and Financial Services Fund

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

Duration	Returns
1 Month	3.6%
3 Month	3.6%
6 Month	9.9%
1 Year	13.4%
3 Year	19.8%
5 Year	17.1%
10 Year
15 Year
Since launch	19.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009

Fund Manager information for ICICI Prudential Banking and Financial Services Fund

Name	Since	Tenure
Priyanka Khandelwal	15 Jun 17	1.71 Yr.
Roshan Chutkey	29 Jan 18	1.08 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	91.7%

Asset Allocation

Asset Class	Value
Cash	14.13%
Equity	85.82%
Other	0.05%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 08 \| ICICIBANK	13%	₹436 Cr	10,300,046 ↑ 132,690
State Bank of India (Financial Services) Equity, Since 31 Oct 08 \| SBIN	10%	₹338 Cr	9,577,269 ↑ 663,732
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 08 \| HDFCBANK	9%	₹289 Cr	1,189,734
Bank of Baroda (Financial Services) Equity, Since 31 May 17 \| 532134	7%	₹223 Cr	16,700,937 ↑ 367,179
Treps CBLO/Reverse Repo \| -	7%	₹222 Cr
Bajaj Finserv Ltd (Financial Services) Equity, Since 30 Jun 13 \| 532978	5%	₹181 Cr	220,497
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 30 Jun 18 \| M&MFIN	4%	₹141 Cr	3,350,444 ↑ 132,061
LIC Housing Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| LICHSGFIN	3%	₹114 Cr	2,049,132 ↑ 303,311
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Apr 14 \| 533398	3%	₹108 Cr	1,662,779
Axis Bank Ltd (Financial Services) Equity, Since 28 Feb 19 \| 532215	3%	₹100 Cr	1,234,079 ↑ 598,326

2. Mirae Asset India Equity Fund

(Erstwhile Mirae Asset India Opportunities Fund)

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

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

Below is the key information for Mirae Asset India Equity Fund

Mirae Asset India Equity Fund Growth
Launch Date	4 Apr 08
NAV (19 Jun 19)	₹51.187 ↓ -0.07 (-0.13 %)
Net Assets (Cr)	₹12,315 on 30 Apr 19
Category	Equity - Multi Cap
AMC	Mirae Asset Global Inv (India) Pvt. Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	2.17
Sharpe Ratio	0.42
Information Ratio	0.61
Alpha Ratio	0.87
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 May 14	₹10,000
31 May 15	₹13,220
31 May 16	₹13,458
31 May 17	₹17,207
31 May 18	₹19,100
31 May 19	₹21,281

Mirae Asset India Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for Mirae Asset India Equity Fund

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

Duration	Returns
1 Month	2.9%
3 Month	0.6%
6 Month	5.2%
1 Year	9.6%
3 Year	15.3%
5 Year	14.4%
10 Year
15 Year
Since launch	15.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009

Fund Manager information for Mirae Asset India Equity Fund

Name	Since	Tenure
Neelesh Surana	10 Mar 08	11.15 Yr.
Harshad Borawake	1 May 17	2 Yr.
Gaurav Misra	31 Jan 19	0.24 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	35.66%
Consumer Cyclical	10.74%
Technology	10.39%
Energy	8.47%
Industrials	7.66%
Basic Materials	7.47%
Consumer Defensive	6.88%
Health Care	6.19%
Utility	2.29%
Communication Services	0.74%

Asset Allocation

Asset Class	Value
Cash	3.51%
Equity	96.49%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 28 Feb 09 \| HDFCBANK	9%	₹1,068 Cr	4,610,480 ↑ 106,000
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 08 \| RELIANCE	6%	₹714 Cr	5,122,882
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	6%	₹686 Cr	16,837,291 ↑ 732,052
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 14 \| 532215	5%	₹589 Cr	7,674,614
Tata Consultancy Services Ltd (Technology) Equity, Since 31 May 09 \| TCS	4%	₹466 Cr	2,063,792
State Bank of India (Financial Services) Equity, Since 31 Jul 08 \| SBIN	4%	₹455 Cr	14,687,389
Infosys Ltd (Technology) Equity, Since 31 May 08 \| INFY	4%	₹445 Cr	5,929,121 ↑ 344,070
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	4%	₹437 Cr	3,238,809
Tri Party Repo CBLO/Reverse Repo \| -	3%	₹421 Cr
ITC Ltd (Consumer Defensive) Equity, Since 29 Feb 12 \| ITC	3%	₹370 Cr	12,269,315

3. Kotak Standard Multicap Fund

(Erstwhile Kotak Select Focus Fund)

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

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

Below is the key information for Kotak Standard Multicap Fund

Kotak Standard Multicap Fund Growth
Launch Date	11 Sep 09
NAV (19 Jun 19)	₹35.76 ↓ -0.12 (-0.32 %)
Net Assets (Cr)	₹24,297 on 30 Apr 19
Category	Equity - Multi Cap
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	2.01
Sharpe Ratio	0.29
Information Ratio	0.38
Alpha Ratio	1.71
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 May 14	₹10,000
31 May 15	₹13,559
31 May 16	₹13,808
31 May 17	₹18,087
31 May 18	₹19,544
31 May 19	₹21,769

Kotak Standard Multicap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 Invest Now

Returns for Kotak Standard Multicap Fund

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

Duration	Returns
1 Month	3%
3 Month	2.1%
6 Month	6.3%
1 Year	8.8%
3 Year	14.6%
5 Year	15.1%
10 Year
15 Year
Since launch	13.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009

Fund Manager information for Kotak Standard Multicap Fund

Name	Since	Tenure
Harsha Upadhyaya	4 Aug 12	6.83 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	38.1%
Industrials	11.34%
Basic Materials	10.64%
Energy	10.42%
Technology	7.5%
Consumer Cyclical	6.8%
Consumer Defensive	4.39%
Utility	3.62%
Health Care	2.14%

Asset Allocation

Asset Class	Value
Cash	5.32%
Equity	94.68%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 10 \| HDFCBANK	7%	₹1,774 Cr	7,315,000
Reliance Industries Ltd (Energy) Equity, Since 31 Jan 16 \| RELIANCE	7%	₹1,729 Cr	13,000,000 ↑ 500,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 10 \| ICICIBANK	6%	₹1,633 Cr	38,550,000
Axis Bank Ltd (Financial Services) Equity, Since 31 May 12 \| 532215	6%	₹1,443 Cr	17,850,000 ↑ 550,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Sep 13 \| LT	5%	₹1,324 Cr	8,500,000 ↑ 500,000
Triparty Repo CBLO/Reverse Repo \| -	5%	₹1,155 Cr
Infosys Ltd (Technology) Equity, Since 30 Nov 10 \| INFY	4%	₹1,013 Cr	13,730,562
Tata Consultancy Services Ltd (Technology) Equity, Since 31 May 18 \| TCS	4%	₹901 Cr	4,100,000
State Bank of India (Financial Services) Equity, Since 31 Jan 12 \| SBIN	3%	₹758 Cr	21,500,000 ↑ 1,000,000
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Mar 14 \| ULTRACEMCO	3%	₹699 Cr	1,467,550 ↑ 467,550

4. Tata India Tax Savings Fund

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

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

Below is the key information for Tata India Tax Savings Fund

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

Growth of 10,000 investment over the years.

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

Tata India Tax Savings Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for Tata India Tax Savings Fund

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

Duration	Returns
1 Month	4%
3 Month	2.7%
6 Month	7.7%
1 Year	7.5%
3 Year	13.5%
5 Year
10 Year
15 Year
Since launch	14%

Historical performance (Yearly) on absolute basis

Year	Returns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009

Fund Manager information for Tata India Tax Savings Fund

Name	Since	Tenure
Rupesh Patel	1 Apr 15	3.84 Yr.
Ennette Fernandes	18 Jun 18	0.62 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	40.7%
Technology	10.21%
Consumer Cyclical	9.33%
Industrials	9.28%
Consumer Defensive	9.05%
Energy	5.84%
Health Care	5.22%
Basic Materials	3.29%
Real Estate	0.62%

Asset Allocation

Asset Class	Value
Cash	6.46%
Equity	93.54%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 16 \| ICICIBANK	9%	₹164 Cr	4,015,000
HDFC Bank Ltd (Financial Services) Equity, Since 28 Feb 10 \| HDFCBANK	7%	₹130 Cr	560,000
Infosys Ltd (Technology) Equity, Since 30 Sep 18 \| INFY	7%	₹126 Cr	1,680,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| 532215	6%	₹115 Cr	1,500,000
(A) Treps CBLO/Reverse Repo \| -	6%	₹113 Cr
State Bank of India (Financial Services) Equity, Since 30 Nov 18 \| SBIN	5%	₹96 Cr	3,100,000
Reliance Industries Ltd (Energy) Equity, Since 31 Jan 18 \| RELIANCE	4%	₹70 Cr	500,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 May 15 \| KOTAKBANK	4%	₹69 Cr	495,000
Housing Development Finance Corp Ltd (Financial Services) Equity, Since 30 Jun 17 \| HDFC	3%	₹62 Cr	310,000
ITC Ltd (Consumer Defensive) Equity, Since 30 Sep 16 \| ITC	3%	₹57 Cr	1,900,000

5. Franklin Build India Fund

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

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

Below is the key information for Franklin Build India Fund

Franklin Build India Fund Growth
Launch Date	4 Sep 09
NAV (19 Jun 19)	₹42.3575 ↓ -0.34 (-0.80 %)
Net Assets (Cr)	₹1,256 on 30 Apr 19
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.73
Sharpe Ratio	0.25
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 May 14	₹10,000
31 May 15	₹15,715
31 May 16	₹15,546
31 May 17	₹20,153
31 May 18	₹21,395
31 May 19	₹23,718

Franklin Build India Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 Invest Now

Returns for Franklin Build India Fund

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

Duration	Returns
1 Month	3%
3 Month	0.5%
6 Month	5.9%
1 Year	7.4%
3 Year	12.7%
5 Year	16%
10 Year
15 Year
Since launch	15.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009

Fund Manager information for Franklin Build India Fund

Name	Since	Tenure
Anand Radhakrishnan	4 Sep 09	9.58 Yr.
Roshi Jain	4 Sep 09	9.58 Yr.
Srikesh Nair	1 Dec 15	3.33 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	29.99%
Basic Materials	12.65%
Energy	12.51%
Industrials	9.93%
Communication Services	9.01%
Utility	7.25%
Technology	4.91%
Consumer Cyclical	3.77%
Real Estate	2.44%

Asset Allocation

Asset Class	Value
Cash	5.91%
Equity	94.09%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| ICICIBANK	10%	₹122 Cr	3,000,000
State Bank of India (Financial Services) Equity, Since 31 Jul 14 \| SBIN	9%	₹118 Cr	3,800,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| 532215	7%	₹84 Cr	1,100,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 14 \| HDFCBANK	6%	₹75 Cr	325,000 ↓ -75,000
Call, Cash & Other Assets Net Current Assets \| -	6%	₹74 Cr
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 09 \| BHARTIARTL	5%	₹64 Cr	2,000,000
Indian Oil Corp Ltd (Energy) Equity, Since 30 Apr 16 \| IOC	5%	₹63 Cr	4,000,000
Bharat Petroleum Corp Ltd (Energy) Equity, Since 30 Jun 16 \| 500547	5%	₹57 Cr	1,500,000 ↑ 100,000
UltraTech Cement Ltd (Basic Materials) Equity, Since 30 Sep 18 \| ULTRACEMCO	3%	₹44 Cr	95,000
NTPC Ltd (Utilities) Equity, Since 30 Nov 16 \| 532555	3%	₹40 Cr	3,000,000

6. Kotak Equity Opportunities Fund

(Erstwhile Kotak Opportunities Scheme)

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

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

Below is the key information for Kotak Equity Opportunities Fund

Kotak Equity Opportunities Fund Growth
Launch Date	9 Sep 04
NAV (19 Jun 19)	₹119.223 ↓ -0.64 (-0.53 %)
Net Assets (Cr)	₹2,536 on 30 Apr 19
Category	Equity - Large & Mid Cap
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	2.4
Sharpe Ratio	0.1
Information Ratio	-0.13
Alpha Ratio	-1.18
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 May 14	₹10,000
31 May 15	₹13,452
31 May 16	₹13,404
31 May 17	₹17,585
31 May 18	₹18,596
31 May 19	₹20,095

Kotak Equity Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for Kotak Equity Opportunities Fund

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

Duration	Returns
1 Month	3%
3 Month	0.5%
6 Month	4.6%
1 Year	5.8%
3 Year	12.8%
5 Year	13.3%
10 Year
15 Year
Since launch	18.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009

Fund Manager information for Kotak Equity Opportunities Fund

Name	Since	Tenure
Harsha Upadhyaya	4 Aug 12	6.5 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	27.97%
Industrials	14.56%
Basic Materials	13.41%
Technology	10.47%
Energy	8.41%
Consumer Cyclical	7.82%
Utility	6.99%
Health Care	4.49%
Consumer Defensive	4.1%

Asset Allocation

Asset Class	Value
Cash	1%
Equity	98.98%
Other	0.03%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 11 \| HDFCBANK	7%	₹174 Cr	750,000
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 16 \| RELIANCE	6%	₹160 Cr	1,150,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 10 \| ICICIBANK	6%	₹146 Cr	3,575,000
Tata Consultancy Services Ltd (Technology) Equity, Since 30 Apr 18 \| TCS	5%	₹136 Cr	600,000
Infosys Ltd (Technology) Equity, Since 31 Jan 09 \| INFY	5%	₹120 Cr	1,600,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Oct 12 \| 532215	4%	₹113 Cr	1,470,000 ↑ 70,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Sep 13 \| LT	4%	₹94 Cr	700,000
Gujarat State Petronet Ltd (Utilities) Equity, Since 31 Oct 17 \| 532702	3%	₹76 Cr	3,800,000
AIA Engineering Ltd (Industrials) Equity, Since 31 Jul 14 \| AIAENG	3%	₹73 Cr	400,000
Ramco Cements Ltd (Basic Materials) Equity, Since 30 Nov 12 \| RAMCOCEM	3%	₹72 Cr	925,000

7. Aditya Birla Sun Life Banking And Financial Services Fund

The primary investment objective of the Scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

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

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

Aditya Birla Sun Life Banking And Financial Services Fund Growth
Launch Date	14 Dec 13
NAV (19 Jun 19)	₹29.29 ↓ -0.20 (-0.68 %)
Net Assets (Cr)	₹1,741 on 30 Apr 19
Category	Equity - Sectoral
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.64
Sharpe Ratio	0.07
Information Ratio	-0.5
Alpha Ratio	-18.45
Min Investment	1,000
Min SIP Investment	1,000
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 May 14	₹10,000
31 May 15	₹12,539
31 May 16	₹13,625
31 May 17	₹18,644
31 May 18	₹21,191
31 May 19	₹22,989

Aditya Birla Sun Life Banking And Financial Services Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 Invest Now

Returns for Aditya Birla Sun Life Banking And Financial Services Fund

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

Duration	Returns
1 Month	2.7%
3 Month	1.8%
6 Month	6.5%
1 Year	4.4%
3 Year	16.3%
5 Year	16.8%
10 Year
15 Year
Since launch	21.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009

Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund

Name	Since	Tenure
Satyabrata Mohanty	14 Dec 13	5.13 Yr.
Dhaval Gala	26 Aug 15	3.44 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	97.64%

Asset Allocation

Asset Class	Value
Cash	2.36%
Equity	97.64%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| HDFCBANK	17%	₹295 Cr	1,271,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| ICICIBANK	13%	₹231 Cr	5,670,190
State Bank of India (Financial Services) Equity, Since 31 Oct 17 \| SBIN	9%	₹149 Cr	4,798,080
Bandhan Bank Ltd (Financial Services) Equity, Since 30 Apr 18 \| 541153	8%	₹139 Cr	2,313,900 ↓ -5,600
Axis Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| 532215	7%	₹121 Cr	1,574,000
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| 500034	6%	₹97 Cr	312,931
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Jan 19 \| KOTAKBANK	5%	₹90 Cr	650,000
Bharat Financial Inclusion Ltd (Financial Services) Equity, Since 31 May 14 \| BHARATFIN	5%	₹84 Cr	832,607
L&T Finance Holdings Ltd (Financial Services) Equity, Since 31 Aug 16 \| 533519	4%	₹74 Cr	5,663,000
DCB Bank Ltd (Financial Services) Equity, Since 30 Nov 16 \| 532772	3%	₹57 Cr	2,668,828 ↓ -177,000

8. DSP BlackRock Equity Opportunities Fund

(Erstwhile DSP BlackRock Opportunities Fund)

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

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

Below is the key information for DSP BlackRock Equity Opportunities Fund

DSP BlackRock Equity Opportunities Fund Growth
Launch Date	16 May 00
NAV (19 Jun 19)	₹217.042 ↓ -0.70 (-0.32 %)
Net Assets (Cr)	₹5,674 on 30 Apr 19
Category	Equity - Large & Mid Cap
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	2.42
Sharpe Ratio	-0.19
Information Ratio	-0.18
Alpha Ratio	-4.03
Min Investment	1,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 May 14	₹10,000
31 May 15	₹13,080
31 May 16	₹13,560
31 May 17	₹17,648
31 May 18	₹19,213
31 May 19	₹19,931

DSP BlackRock Equity Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for DSP BlackRock Equity Opportunities Fund

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

Duration	Returns
1 Month	2.5%
3 Month	-1.4%
6 Month	2.9%
1 Year	2.4%
3 Year	12.2%
5 Year	12.9%
10 Year
15 Year
Since launch	17.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009

Fund Manager information for DSP BlackRock Equity Opportunities Fund

Name	Since	Tenure
Rohit Singhania	1 Jun 15	3.67 Yr.
Jay Kothari	16 Mar 18	0.88 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	38.23%
Basic Materials	11.22%
Health Care	10.29%
Technology	10.09%
Industrials	8.23%
Consumer Cyclical	4.92%
Utility	3.95%
Energy	3.63%
Consumer Defensive	3.42%
Real Estate	1.51%
Communication Services	1.27%

Asset Allocation

Asset Class	Value
Cash	3.23%
Equity	96.77%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 16 \| ICICIBANK	10%	₹564 Cr	13,847,419 ↓ -284,700
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 08 \| HDFCBANK	8%	₹438 Cr	1,889,411 ↓ -37,707
Axis Bank Ltd (Financial Services) Equity, Since 30 Nov 18 \| 532215	5%	₹296 Cr	3,859,018 ↑ 609,288
State Bank of India (Financial Services) Equity, Since 31 Jan 16 \| SBIN	5%	₹270 Cr	8,710,005 ↑ 826,030
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 16 \| RELIANCE	4%	₹225 Cr	1,614,191 ↑ 389,771
Treps / Reverse Repo Investments / Corporate Debt Repo CBLO/Reverse Repo \| -	4%	₹200 Cr
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Jan 16 \| LT	3%	₹196 Cr	1,452,955 ↑ 83,856
Bharat Financial Inclusion Ltd (Financial Services) Equity, Since 31 Jan 18 \| BHARATFIN	3%	₹194 Cr	1,927,265 ↑ 271,245
HCL Technologies Ltd (Technology) Equity, Since 28 Feb 18 \| HCLTECH	3%	₹174 Cr	1,468,258 ↑ 340,578
ACC Ltd (Basic Materials) Equity, Since 31 Aug 18 \| 500410	2%	₹139 Cr	853,748 ↓ -115,323

9. Axis Focused 25 Fund

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

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

Below is the key information for Axis Focused 25 Fund

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

Growth of 10,000 investment over the years.

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

Axis Focused 25 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for Axis Focused 25 Fund

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

Duration	Returns
1 Month	3.9%
3 Month	4.5%
6 Month	3.7%
1 Year	2.4%
3 Year	15.9%
5 Year	14.3%
10 Year
15 Year
Since launch	16%

Historical performance (Yearly) on absolute basis

Year	Returns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009

Fund Manager information for Axis Focused 25 Fund

Name	Since	Tenure
Jinesh Gopani	7 Jun 16	2.65 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	47.93%
Technology	13.46%
Basic Materials	12.58%
Consumer Cyclical	12.12%
Consumer Defensive	4.53%
Energy	4.31%
Industrials	4.24%

Asset Allocation

Asset Class	Value
Cash	7.61%
Equity	92.39%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 12 \| HDFCBANK	9%	₹703 Cr	2,899,700 ↑ 134,631
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Jul 13 \| KOTAKBANK	9%	₹701 Cr	4,606,457 ↓ -175,000
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| 500034	8%	₹629 Cr	1,814,304 ↓ -283,689
Tata Consultancy Services Ltd (Technology) Equity, Since 28 Feb 18 \| TCS	7%	₹564 Cr	2,568,709 ↓ -450,000
Bajaj Finserv Ltd (Financial Services) Equity, Since 31 Oct 16 \| 532978	7%	₹534 Cr	652,050
Housing Development Finance Corp Ltd (Financial Services) Equity, Since 31 May 18 \| HDFC	6%	₹507 Cr	2,322,956
Pidilite Industries Ltd (Basic Materials) Equity, Since 30 Jun 16 \| PIDILITIND	6%	₹452 Cr	3,503,558 ↑ 426,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Jul 16 \| MARUTI	5%	₹379 Cr	551,460 ↑ 20,000
Supreme Industries Ltd (Consumer Cyclical) Equity, Since 31 Dec 16 \| 509930	5%	₹366 Cr	3,392,512 ↑ 524,486
Avenue Supermarts Ltd (Consumer Defensive) Equity, Since 30 Apr 17 \| 540376	5%	₹361 Cr	2,730,122

10. Invesco India Growth Opportunities Fund

(Erstwhile Invesco India Growth Fund)

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

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

Below is the key information for Invesco India Growth Opportunities Fund

Invesco India Growth Opportunities Fund Growth
Launch Date	9 Aug 07
NAV (19 Jun 19)	₹33.69 ↓ -0.12 (-0.35 %)
Net Assets (Cr)	₹1,304 on 30 Apr 19
Category	Equity - Large & Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	2.8
Sharpe Ratio	-0.11
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 May 14	₹10,000
31 May 15	₹13,517
31 May 16	₹13,259
31 May 17	₹16,168
31 May 18	₹19,002
31 May 19	₹19,811

Invesco India Growth Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for Invesco India Growth Opportunities Fund

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

Duration	Returns
1 Month	2.4%
3 Month	-1.2%
6 Month	2.3%
1 Year	1.9%
3 Year	13.3%
5 Year	13%
10 Year
15 Year
Since launch	10.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009

Fund Manager information for Invesco India Growth Opportunities Fund

Name	Since	Tenure
Amit Ganatra	23 Jun 14	4.77 Yr.
Taher Badshah	10 Jan 17	2.22 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	31.86%
Consumer Cyclical	14.21%
Technology	9.74%
Industrials	9.36%
Health Care	8.7%
Energy	7.22%
Basic Materials	6.62%
Consumer Defensive	4.84%
Utility	2.53%

Asset Allocation

Asset Class	Value
Cash	4.91%
Equity	95.09%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| HDFCBANK	9%	₹111 Cr	479,678 ↑ 27,712
Triparty Repo CBLO/Reverse Repo \| -	7%	₹90 Cr
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 15 \| ICICIBANK	6%	₹75 Cr	1,848,172 ↑ 317,023
Tata Consultancy Services Ltd (Technology) Equity, Since 28 Feb 13 \| TCS	4%	₹56 Cr	246,594 ↑ 31,500
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 17 \| LT	4%	₹52 Cr	386,407 ↑ 62,217
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 17 \| RELIANCE	4%	₹50 Cr	357,976 ↓ -150,617
Indian Oil Corp Ltd (Energy) Equity, Since 31 Mar 17 \| IOC	3%	₹44 Cr	2,800,065 ↑ 204,284
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Jun 18 \| 500034	3%	₹38 Cr	121,673
Axis Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| 532215	3%	₹36 Cr	470,968 ↑ 43,155
IndusInd Bank Ltd (Financial Services) Equity, Since 30 Sep 15 \| INDUSINDBK	3%	₹34 Cr	209,257 ↑ 11,166

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