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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 14, 2019 , 7461 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. 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% 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 (16 Aug 19) ₹49.032 ↑ 0.12   (0.25 %)
Net Assets (Cr) ₹13,618 on 30 Jun 19
Category Equity - Multi Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio 0.67
Information Ratio 0.69
Alpha Ratio 2.93
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 14₹10,000
31 Jul 15₹12,640
31 Jul 16₹13,424
31 Jul 17₹16,697
31 Jul 18₹18,319
31 Jul 19₹18,457

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 ₹415,684.
Net Profit of ₹115,684
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 16 Aug 19

DurationReturns
1 Month -5%
3 Month -0.3%
6 Month 4.3%
1 Year -0.9%
3 Year 10.8%
5 Year 12.4%
10 Year
15 Year
Since launch 15%
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 0811.15 Yr.
Harshad Borawake1 May 172 Yr.
Gaurav Misra31 Jan 190.24 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services36.68%
Technology10.12%
Consumer Cyclical9%
Energy8.61%
Consumer Defensive7.87%
Basic Materials6.85%
Industrials6.72%
Health Care6.68%
Utility3.18%
Communication Services0.89%
Asset Allocation
Asset ClassValue
Cash3.4%
Equity96.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 09 | HDFCBANK
9%₹1,207 Cr5,362,626
↑ 556,919
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹879 Cr20,709,575
↑ 2,854,612
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 08 | RELIANCE
5%₹742 Cr6,359,800
↑ 1,015,257
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
4%₹596 Cr8,847,033
↑ 1,172,419
State Bank of India (Financial Services)
Equity, Since 31 Jul 08 | SBIN
4%₹549 Cr16,528,575
↑ 1,841,186
Infosys Ltd (Technology)
Equity, Since 31 May 08 | INFY
4%₹546 Cr6,880,800
↓ -366,232
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 09 | TCS
4%₹504 Cr2,284,972
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹479 Cr3,454,809
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
4%₹479 Cr17,710,818
↑ 1,291,979
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Dec 14 | INDUSINDBK
3%₹393 Cr2,781,879
↓ -418,235,434

2. 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 18.1% 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 (16 Aug 19) ₹61.99 ↑ 0.40   (0.65 %)
Net Assets (Cr) ₹3,353 on 30 Jun 19
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio 0.73
Information Ratio -0.59
Alpha Ratio -5.73
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 Jul 14₹10,000
31 Jul 15₹12,859
31 Jul 16₹14,500
31 Jul 17₹20,152
31 Jul 18₹20,524
31 Jul 19₹20,880

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 ₹447,579.
Net Profit of ₹147,579
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 16 Aug 19

DurationReturns
1 Month -8.4%
3 Month -2.3%
6 Month 9.5%
1 Year -1.2%
3 Year 12.2%
5 Year 15.6%
10 Year
15 Year
Since launch 18.1%
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
Priyanka Khandelwal15 Jun 171.71 Yr.
Roshan Chutkey29 Jan 181.08 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services91.4%
Asset Allocation
Asset ClassValue
Cash10.43%
Equity89.55%
Other0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | ICICIBANK
14%₹437 Cr10,300,046
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
10%₹318 Cr9,577,269
Treps
CBLO/Reverse Repo | -
10%₹307 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
8%₹268 Cr1,189,734
Bank of Baroda (Financial Services)
Equity, Since 31 May 17 | 532134
7%₹231 Cr21,606,854
↑ 3,711,043
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532978
6%₹175 Cr246,939
↑ 26,442
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 532215
5%₹174 Cr2,575,851
↑ 1,341,772
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | FEDERALBNK
4%₹126 Cr13,637,609
↑ 6,165,787
LIC Housing Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | LICHSGFIN
3%₹106 Cr2,049,132
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 18 | M&MFIN
3%₹106 Cr3,476,303
↑ 125,859

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 13.1% 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 (16 Aug 19) ₹34.001 ↑ 0.09   (0.27 %)
Net Assets (Cr) ₹25,845 on 30 Jun 19
Category Equity - Multi Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.01
Sharpe Ratio 0.51
Information Ratio 0.32
Alpha Ratio 2.47
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 14₹10,000
31 Jul 15₹13,237
31 Jul 16₹14,158
31 Jul 17₹17,540
31 Jul 18₹19,151
31 Jul 19₹18,786

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 ₹426,080.
Net Profit of ₹126,080
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 16 Aug 19

DurationReturns
1 Month -4.8%
3 Month -0.7%
6 Month 5.9%
1 Year -2.1%
3 Year 9.8%
5 Year 13.2%
10 Year
15 Year
Since launch 13.1%
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 126.83 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services36.66%
Industrials11.14%
Basic Materials10.28%
Energy9.51%
Technology8.08%
Consumer Cyclical5.74%
Consumer Defensive4.12%
Utility2.98%
Health Care1.92%
Asset Allocation
Asset ClassValue
Cash7.23%
Equity92.77%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Triparty Repo
CBLO/Reverse Repo | -
9%₹2,290 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK
7%₹1,677 Cr39,500,000
↑ 950,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
7%₹1,647 Cr7,315,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 16 | RELIANCE
6%₹1,516 Cr13,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT
5%₹1,276 Cr9,200,000
↑ 700,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532215
5%₹1,203 Cr17,850,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
4%₹1,090 Cr13,730,562
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 18 | TCS
4%₹926 Cr4,200,000
↑ 100,000
State Bank of India (Financial Services)
Equity, Since 31 Jan 12 | SBIN
3%₹754 Cr22,700,000
↑ 1,200,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO
3%₹739 Cr1,700,000
↑ 125,000

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 12.1% 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 (16 Aug 19) ₹17.3786 ↑ 0.01   (0.03 %)
Net Assets (Cr) ₹1,903 on 30 Jun 19
Category Equity - ELSS
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.61
Sharpe Ratio 0.55
Information Ratio -0.17
Alpha Ratio -0.8
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹11,807
31 Jul 16₹13,072
31 Jul 17₹15,988
31 Jul 18₹16,984
31 Jul 19₹16,911

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 ₹376,357.
Net Profit of ₹76,357
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 16 Aug 19

DurationReturns
1 Month -5.7%
3 Month -0.9%
6 Month 4.7%
1 Year -2.2%
3 Year 8.6%
5 Year
10 Year
15 Year
Since launch 12.1%
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 153.84 Yr.
Ennette Fernandes18 Jun 180.62 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services42.22%
Technology10.43%
Industrials9.9%
Consumer Cyclical9.39%
Consumer Defensive7.05%
Health Care6.3%
Energy4.99%
Basic Materials2.56%
Real Estate0.72%
Asset Allocation
Asset ClassValue
Cash6.43%
Equity93.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
9%₹170 Cr4,015,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
7%₹133 Cr1,680,000
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK
7%₹126 Cr560,000
A) Repo
CBLO/Reverse Repo | -
6%₹111 Cr
State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN
6%₹103 Cr3,100,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
6%₹101 Cr1,500,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 15 | KOTAKBANK
4%₹75 Cr495,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFC
4%₹72 Cr340,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
3%₹58 Cr500,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 18 | TCS
3%₹55 Cr250,000

5. 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 17.7% 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 (16 Aug 19) ₹114.205 ↑ 0.03   (0.03 %)
Net Assets (Cr) ₹2,577 on 30 Jun 19
Category Equity - Large & Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio 0.37
Information Ratio -0.24
Alpha Ratio 0.3
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 14₹10,000
31 Jul 15₹13,061
31 Jul 16₹13,720
31 Jul 17₹17,036
31 Jul 18₹17,860
31 Jul 19₹17,336

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 ₹405,518.
Net Profit of ₹105,518
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 16 Aug 19

DurationReturns
1 Month -3.9%
3 Month -0.5%
6 Month 4.6%
1 Year -2.8%
3 Year 8%
5 Year 11.5%
10 Year
15 Year
Since launch 17.7%
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 126.5 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services29.37%
Basic Materials15.71%
Industrials15.39%
Technology10.09%
Energy7.68%
Utility6.64%
Consumer Cyclical5.96%
Health Care3.67%
Consumer Defensive3.12%
Asset Allocation
Asset ClassValue
Cash2.15%
Equity97.83%
Other0.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
7%₹169 Cr750,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK
6%₹153 Cr3,600,000
↑ 25,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 16 | RELIANCE
5%₹134 Cr1,150,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 18 | TCS
5%₹132 Cr600,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
5%₹127 Cr1,600,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 532215
4%₹99 Cr1,470,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT
4%₹97 Cr700,000
Gujarat State Petronet Ltd (Utilities)
Equity, Since 31 Oct 17 | 532702
3%₹81 Cr3,800,000
Triparty Repo
CBLO/Reverse Repo | -
3%₹78 Cr
Thermax Ltd (Industrials)
Equity, Since 31 Dec 17 | THERMAX
3%₹69 Cr630,812

6. 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 14.6% since its launch.  Ranked 4 in Sectoral category.  Return for 2018 was -10.7% , 2017 was 43.3% and 2016 was 8.4% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (16 Aug 19) ₹38.8104 ↑ 0.16   (0.43 %)
Net Assets (Cr) ₹1,298 on 30 Jun 19
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.73
Sharpe Ratio 0.6
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 Jul 14₹10,000
31 Jul 15₹14,355
31 Jul 16₹14,985
31 Jul 17₹18,475
31 Jul 18₹19,034
31 Jul 19₹18,697

Franklin Build India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
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 16 Aug 19

DurationReturns
1 Month -8.3%
3 Month -4.9%
6 Month 5.3%
1 Year -4.5%
3 Year 6.9%
5 Year 12.4%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -10.7%
2017 43.3%
2016 8.4%
2015 2.1%
2014 93.8%
2013 6.1%
2012 39.9%
2011 -24.6%
2010 11.9%
2009
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Anand Radhakrishnan4 Sep 099.74 Yr.
Roshi Jain4 Sep 099.74 Yr.
Srikesh Nair1 Dec 153.5 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services31.08%
Energy13.3%
Basic Materials12.45%
Industrials9.45%
Utility7.73%
Communication Services7.66%
Technology4.5%
Consumer Cyclical3.43%
Real Estate2.7%
Asset Allocation
Asset ClassValue
Equity92.3%
Other7.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
10%₹123 Cr2,900,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
8%₹100 Cr3,000,000
Call, Cash & Other Assets
Receivables | -
8%₹92 Cr
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
6%₹68 Cr2,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
5%₹62 Cr275,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
5%₹57 Cr4,500,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
5%₹54 Cr800,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 16 | 500547
4%₹52 Cr1,500,000
Indian Oil Corp Ltd (Energy)
Equity, Since 30 Apr 16 | IOC
4%₹44 Cr3,151,644
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 18 | ULTRACEMCO
3%₹41 Cr95,000

7. 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 15.3% 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 (16 Aug 19) ₹27.56 ↑ 0.10   (0.36 %)
Net Assets (Cr) ₹8,044 on 30 Jun 19
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.73
Sharpe Ratio 0.14
Information Ratio 0.25
Alpha Ratio -6.91
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 Jul 14₹10,000
31 Jul 15₹12,554
31 Jul 16₹13,193
31 Jul 17₹16,481
31 Jul 18₹19,864
31 Jul 19₹18,546

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 16 Aug 19

DurationReturns
1 Month -2.1%
3 Month 3.5%
6 Month 8.9%
1 Year -5.3%
3 Year 12.4%
5 Year 13.3%
10 Year
15 Year
Since launch 15.3%
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 162.65 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services44.46%
Technology14.48%
Basic Materials12.85%
Consumer Cyclical11.43%
Consumer Defensive5.2%
Industrials3%
Health Care1.61%
Asset Allocation
Asset ClassValue
Cash3.18%
Equity96.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
9%₹715 Cr4,706,457
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
8%₹637 Cr1,958,583
↑ 144,279
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
8%₹617 Cr2,799,005
↑ 130,296
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
7%₹582 Cr2,584,700
↓ -315,000
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
7%₹513 Cr722,220
↑ 70,170
Clearing Corporation Of India Ltd
CBLO | -
6%₹493 Cr
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
6%₹489 Cr2,303,287
↓ -19,669
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
6%₹435 Cr3,503,558
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
5%₹405 Cr2,730,122
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Nov 18 | 500820
5%₹377 Cr2,476,200

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 17.1% 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 (16 Aug 19) ₹208.828 ↑ 0.29   (0.14 %)
Net Assets (Cr) ₹5,577 on 30 Jun 19
Category Equity - Large & Mid Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.42
Sharpe Ratio 0.27
Information Ratio -0.23
Alpha Ratio 0.04
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 14₹10,000
31 Jul 15₹12,698
31 Jul 16₹13,953
31 Jul 17₹17,140
31 Jul 18₹18,047
31 Jul 19₹17,209

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 ₹405,518.
Net Profit of ₹105,518
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 16 Aug 19

DurationReturns
1 Month -4.1%
3 Month -0.5%
6 Month 5%
1 Year -5.7%
3 Year 7%
5 Year 11.3%
10 Year
15 Year
Since launch 17.1%
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 Yr.
Jay Kothari16 Mar 181.21 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services34.71%
Basic Materials10%
Technology9.86%
Health Care8.91%
Industrials8.53%
Consumer Cyclical6.44%
Consumer Defensive6.28%
Utility4.1%
Energy1.91%
Communication Services1.77%
Real Estate1.43%
Asset Allocation
Asset ClassValue
Cash5.9%
Equity94.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
10%₹532 Cr12,159,931
↓ -531,056
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
8%₹421 Cr1,724,394
↓ -165,017
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 532215
7%₹386 Cr4,774,972
↑ 252,638
State Bank of India (Financial Services)
Equity, Since 31 Jan 16 | SBIN
5%₹268 Cr7,428,117
↑ 1,327,098
Bharat Financial Inclusion Ltd (Financial Services)
Equity, Since 31 Jan 18 | BHARATFIN
4%₹202 Cr2,262,301
HCL Technologies Ltd (Technology)
Equity, Since 28 Feb 18 | HCLTECH
3%₹160 Cr1,500,929
↓ -206,167
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 16 | LT
3%₹151 Cr973,530
↓ -89,545
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
3%₹150 Cr2,045,624
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KOTAKBANK
3%₹142 Cr959,080
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 16 | RELIANCE
2%₹130 Cr1,037,743
↓ -217,769

9. 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 10.4% 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 (16 Aug 19) ₹32.83 ↑ 0.11   (0.34 %)
Net Assets (Cr) ₹1,539 on 30 Jun 19
Category Equity - Large & Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.8
Sharpe Ratio 0.22
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 Jul 14₹10,000
31 Jul 15₹12,773
31 Jul 16₹12,925
31 Jul 17₹15,751
31 Jul 18₹17,902
31 Jul 19₹16,960

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 ₹405,518.
Net Profit of ₹105,518
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 16 Aug 19

DurationReturns
1 Month -2.6%
3 Month 1.2%
6 Month 4.3%
1 Year -6.1%
3 Year 9.7%
5 Year 11.4%
10 Year
15 Year
Since launch 10.4%
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 Jun 19

Equity Sector Allocation
SectorValue
Financial Services30.44%
Consumer Cyclical13.07%
Health Care9.26%
Industrials9.09%
Technology8.65%
Energy7.88%
Basic Materials6.41%
Consumer Defensive6.27%
Utility2.23%
Communication Services1.6%
Asset Allocation
Asset ClassValue
Cash4.05%
Equity95.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
8%₹126 Cr560,078
↑ 46,529
Triparty Repo
CBLO/Reverse Repo | -
5%₹79 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
5%₹78 Cr1,848,172
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
5%₹78 Cr669,605
↑ 50,663
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 17 | LT
4%₹67 Cr485,605
↑ 89,904
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 13 | TCS
4%₹65 Cr293,897
↑ 17,849
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KOTAKBANK
3%₹51 Cr333,667
↑ 25,656
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 28 Feb 18 | APOLLOHOSP
3%₹42 Cr313,730
↑ 34,774
Sanofi India Ltd (Healthcare)
Equity, Since 31 Mar 17 | 500674
3%₹41 Cr67,484
Exide Industries Ltd (Consumer Cyclical)
Equity, Since 31 Jan 18 | 500086
3%₹41 Cr2,227,549
↑ 450,159

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 18.6% 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 (16 Aug 19) ₹24.6865 ↑ 0.15   (0.59 %)
Net Assets (Cr) ₹13,450 on 30 Jun 19
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio 0.03
Information Ratio 0.1
Alpha Ratio -3.79
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 14₹10,000
31 Jul 15₹15,179
31 Jul 16₹16,219
31 Jul 17₹20,843
31 Jul 18₹22,261
31 Jul 19₹20,233

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 ₹447,579.
Net Profit of ₹147,579
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 16 Aug 19

DurationReturns
1 Month -4.8%
3 Month -1.6%
6 Month 3.2%
1 Year -8.5%
3 Year 8.3%
5 Year 15.3%
10 Year
15 Year
Since launch 18.6%
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 145.1 Yr.
Akash Singhania17 May 190.04 Yr.
Swapnil Mayekar10 Aug 153.81 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services46.13%
Technology13.65%
Consumer Cyclical11.3%
Consumer Defensive6.71%
Industrials6.19%
Energy5.95%
Health Care4.16%
Asset Allocation
Asset ClassValue
Cash1.61%
Equity98.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK
10%₹1,294 Cr5,745,342
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 14 | HDFC
8%₹955 Cr4,500,000
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
7%₹898 Cr11,314,855
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
7%₹843 Cr12,500,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 18 | LT
6%₹769 Cr5,540,750
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | 540777
5%₹666 Cr13,499,586
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
5%₹591 Cr1,817,855
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 18 | TCS
5%₹585 Cr2,652,616
Cblo / Reverse Repo Investments
CBLO/Reverse Repo | -
5%₹576 Cr57,608,000
↑ 34,866,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Jul 14 | 532432
4%₹529 Cr8,909,387

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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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