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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 October 20, 2021 , 57040 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. ICICI Prudential Technology Fund

To generate long-term capital appreciation for you from a portfolio made up predominantly of equity and equity-related securities of technology intensive companies.

ICICI Prudential Technology Fund is a Equity - Sectoral fund was launched on 3 Mar 00. It is a fund with High risk and has given a CAGR/Annualized return of 13.7% since its launch.  Ranked 37 in Sectoral category.  Return for 2020 was 70.6% , 2019 was 2.3% and 2018 was 19.1% .

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (22 Oct 21) ₹160.3 ↓ -2.37   (-1.46 %)
Net Assets (Cr) ₹6,319 on 30 Sep 21
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.53
Sharpe Ratio 4.97
Information Ratio 0.49
Alpha Ratio 29.28
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
30 Sep 16₹10,000
30 Sep 17₹10,619
30 Sep 18₹16,079
30 Sep 19₹15,549
30 Sep 20₹21,153
30 Sep 21₹41,095

ICICI Prudential Technology Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹673,113.
Net Profit of ₹373,113
Invest Now

Returns for ICICI Prudential Technology Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Oct 21

DurationReturns
1 Month -0.9%
3 Month 18.7%
6 Month 47.3%
1 Year 88.3%
3 Year 40.8%
5 Year 32.4%
10 Year
15 Year
Since launch 13.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 70.6%
2019 2.3%
2018 19.1%
2017 19.8%
2016 -4%
2015 3.9%
2014 26.3%
2013 62.6%
2012 17.1%
2011 -18.9%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Sankaran Naren14 Jul 174.14 Yr.
Priyanka Khandelwal8 Jul 201.15 Yr.
Vaibhav Dusad2 May 201.33 Yr.

Data below for ICICI Prudential Technology Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Technology74.55%
Communication Services9.86%
Industrials6.37%
Consumer Cyclical0.78%
Consumer Defensive0.48%
Asset Allocation
Asset ClassValue
Cash7.96%
Equity92.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
17%₹868 Cr5,087,218
↓ -60,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
10%₹519 Cr1,371,982
↑ 517,098
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
10%₹492 Cr3,400,103
↑ 431,405
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
10%₹491 Cr4,150,167
↑ 984,360
Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT
4%₹224 Cr672,793
↑ 20,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
4%₹214 Cr3,219,821
↑ 2,125,000
Cyient Ltd (Industrials)
Equity, Since 30 Jun 18 | CYIENT
3%₹160 Cr1,636,094
↑ 357,636
Coforge Ltd (Technology)
Equity, Since 31 Jul 20 | 532541
3%₹149 Cr286,929
↑ 94,335
eClerx Services Ltd (Technology)
Equity, Since 31 Aug 20 | 532927
2%₹125 Cr552,260
↑ 128,334
Indian Railway Catering And Tourism Corp Ltd (Industrials)
Equity, Since 31 Dec 20 | 542830
2%₹122 Cr444,609
↓ -46,000

2. TATA Digital India Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in Information Technology Sector in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.

TATA Digital India Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 25.7% since its launch.  Return for 2020 was 54.8% , 2019 was 7.5% and 2018 was 24.9% .

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (22 Oct 21) ₹37.7841 ↓ -0.61   (-1.59 %)
Net Assets (Cr) ₹3,469 on 30 Sep 21
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 1.73
Sharpe Ratio 4.66
Information Ratio 0.26
Alpha Ratio 21.25
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Months (0.25%),3 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 16₹10,000
30 Sep 17₹10,274
30 Sep 18₹16,470
30 Sep 19₹16,107
30 Sep 20₹20,788
30 Sep 21₹39,696

TATA Digital 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 ₹657,502.
Net Profit of ₹357,502
Invest Now

Returns for TATA Digital 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 22 Oct 21

DurationReturns
1 Month -0.8%
3 Month 19.7%
6 Month 45%
1 Year 83.7%
3 Year 39.1%
5 Year 31.8%
10 Year
15 Year
Since launch 25.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 54.8%
2019 7.5%
2018 24.9%
2017 19.6%
2016 -6%
2015
2014
2013
2012
2011
Fund Manager information for TATA Digital India Fund
NameSinceTenure
Meeta Shetty20 Apr 201.37 Yr.
Venkat Samala26 Nov 200.76 Yr.

Data below for TATA Digital India Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Technology79.01%
Industrials7.93%
Communication Services7.68%
Consumer Cyclical2.07%
Asset Allocation
Asset ClassValue
Cash3.31%
Equity96.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
17%₹462 Cr2,705,000
↑ 400,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
16%₹433 Cr1,143,126
↑ 300,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
10%₹263 Cr2,224,713
↑ 160,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
9%₹242 Cr1,675,000
↑ 400,000
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299
4%₹117 Cr405,000
↑ 192,000
Indian Railway Catering And Tourism Corp Ltd (Industrials)
Equity, Since 31 Dec 20 | 542830
4%₹111 Cr403,816
↑ 65,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
4%₹101 Cr303,963
L&T Technology Services Ltd (Technology)
Equity, Since 31 May 18 | LTTS
3%₹93 Cr238,500
↑ 75,000
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 28 Feb 21 | 540005
3%₹87 Cr163,331
Cyient Ltd (Industrials)
Equity, Since 28 Feb 21 | CYIENT
3%₹82 Cr834,339
↑ 101,000

3. Aditya Birla Sun Life Digital India Fund

(Erstwhile Aditya Birla Sun Life New Millennium Fund)

A multi-sector open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity, focusing on investing in technology and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other technology enabled companies. The secondary objective is income generation and distribution of dividend.

Aditya Birla Sun Life Digital India Fund is a Equity - Sectoral fund was launched on 15 Jan 00. It is a fund with High risk and has given a CAGR/Annualized return of 12.8% since its launch.  Ranked 33 in Sectoral category.  Return for 2020 was 59% , 2019 was 9.6% and 2018 was 15.6% .

Below is the key information for Aditya Birla Sun Life Digital India Fund

Aditya Birla Sun Life Digital India Fund
Growth
Launch Date 15 Jan 00
NAV (22 Oct 21) ₹136.57 ↓ -1.86   (-1.34 %)
Net Assets (Cr) ₹2,536 on 30 Sep 21
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.56
Sharpe Ratio 5.67
Information Ratio 1.09
Alpha Ratio 27.65
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 16₹10,000
30 Sep 17₹10,763
30 Sep 18₹15,557
30 Sep 19₹15,943
30 Sep 20₹20,953
30 Sep 21₹39,383

Aditya Birla Sun Life Digital 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 ₹657,502.
Net Profit of ₹357,502
Invest Now

Returns for Aditya Birla Sun Life Digital 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 22 Oct 21

DurationReturns
1 Month -1.2%
3 Month 15.4%
6 Month 40%
1 Year 79.6%
3 Year 40%
5 Year 31.2%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
2020 59%
2019 9.6%
2018 15.6%
2017 22.4%
2016 -3.5%
2015 11.2%
2014 21.1%
2013 50.2%
2012 3.7%
2011 -21.8%
Fund Manager information for Aditya Birla Sun Life Digital India Fund
NameSinceTenure
Kunal Sangoi15 Jan 147.63 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Technology73.41%
Communication Services14.67%
Industrials7.13%
Consumer Cyclical0.75%
Asset Allocation
Asset ClassValue
Cash4.03%
Equity95.97%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
17%₹394 Cr2,310,259
↑ 75,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
12%₹279 Cr737,487
↑ 168,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH
10%₹220 Cr1,863,931
↑ 20,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
9%₹207 Cr1,429,943
↓ -40,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
7%₹150 Cr2,251,670
↑ 725,000
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
4%₹91 Cr930,651
↑ 29,472
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹80 Cr239,326
↑ 8,000
Just Dial Ltd (Communication Services)
Equity, Since 30 Sep 19 | 535648
3%₹72 Cr758,953
↑ 100,000
Wipro Ltd (Technology)
Equity, Since 31 Jan 21 | 507685
3%₹63 Cr989,307
↑ 200,000
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Aug 20 | 532809
2%₹54 Cr3,005,109
↑ 400,000

4. SBI Technology Opportunities Fund

(Erstwhile SBI IT Fund)

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

SBI Technology Opportunities Fund is a Equity - Sectoral fund was launched on 9 Jan 13. It is a fund with High risk and has given a CAGR/Annualized return of 24.1% since its launch.  Ranked 42 in Sectoral category.  Return for 2020 was 47.3% , 2019 was 12.2% and 2018 was 17.1% .

Below is the key information for SBI Technology Opportunities Fund

SBI Technology Opportunities Fund
Growth
Launch Date 9 Jan 13
NAV (22 Oct 21) ₹152.457 ↓ -1.26   (-0.82 %)
Net Assets (Cr) ₹1,701 on 30 Sep 21
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.61
Sharpe Ratio 4.68
Information Ratio 0.76
Alpha Ratio 21.05
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-15 Days (0.5%),15 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 16₹10,000
30 Sep 17₹10,039
30 Sep 18₹14,396
30 Sep 19₹14,878
30 Sep 20₹18,330
30 Sep 21₹33,199

SBI Technology 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 ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for SBI Technology 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 22 Oct 21

DurationReturns
1 Month -0.4%
3 Month 15.6%
6 Month 39.7%
1 Year 75%
3 Year 36.6%
5 Year 27.2%
10 Year
15 Year
Since launch 24.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 47.3%
2019 12.2%
2018 17.1%
2017 13%
2016 -3.3%
2015 2.4%
2014 29.2%
2013
2012
2011
Fund Manager information for SBI Technology Opportunities Fund
NameSinceTenure
Anup Upadhyay1 Jun 1110.26 Yr.

Data below for SBI Technology Opportunities Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Technology73.3%
Communication Services17.04%
Industrials2.42%
Consumer Cyclical2.41%
Asset Allocation
Asset ClassValue
Cash4.83%
Equity95.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
23%₹342 Cr2,004,200
↑ 212,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH
9%₹134 Cr1,132,474
↑ 64,500
Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 15 | 532755
9%₹132 Cr909,735
↑ 98,800
Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL
9%₹129 Cr6,075
↑ 1,100
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
5%₹75 Cr1,130,130
↑ 457,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
5%₹72 Cr191,411
Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT
5%₹67 Cr30,390
↑ 15,700
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 May 20 | 540005
4%₹55 Cr103,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Aug 20 | PERSISTENT
3%₹48 Cr144,100
Netflix Inc (Communication Services)
Equity, Since 31 Aug 21 | NFLX
2%₹36 Cr8,800
↑ 8,800

5. Franklin India Technology Fund

To provide long-term capital appreciation by predominantly investing in equity and equity related securities of technology and technology related companies.

Franklin India Technology Fund is a Equity - Sectoral fund was launched on 22 Aug 98. It is a fund with High risk and has given a CAGR/Annualized return of 20.2% since its launch.  Ranked 41 in Sectoral category.  Return for 2020 was 56.8% , 2019 was 12.4% and 2018 was 11.9% .

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (21 Oct 21) ₹352.794 ↓ -4.53   (-1.27 %)
Net Assets (Cr) ₹718 on 30 Sep 21
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.51
Sharpe Ratio 4.22
Information Ratio 0.08
Alpha Ratio 14.54
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
30 Sep 16₹10,000
30 Sep 17₹10,857
30 Sep 18₹14,817
30 Sep 19₹14,412
30 Sep 20₹19,554
30 Sep 21₹31,316

Franklin India Technology Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for Franklin India Technology Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Oct 21

DurationReturns
1 Month 0.7%
3 Month 16.2%
6 Month 25.5%
1 Year 52.8%
3 Year 32.1%
5 Year 25.5%
10 Year
15 Year
Since launch 20.2%
Historical performance (Yearly) on absolute basis
YearReturns
2020 56.8%
2019 12.4%
2018 11.9%
2017 19.1%
2016 -2.6%
2015 3.8%
2014 16.8%
2013 53.3%
2012 0.3%
2011 -15.5%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure
Anand Radhakrishnan3 Mar 0714.51 Yr.
Varun Sharma30 Nov 155.76 Yr.
Mayank Bukrediwala24 Aug 201.02 Yr.

Data below for Franklin India Technology Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Technology63.94%
Communication Services16.2%
Consumer Cyclical6.9%
Industrials2.79%
Financial Services0.67%
Real Estate0.2%
Health Care0.11%
Consumer Defensive0.01%
Asset Allocation
Asset ClassValue
Cash8.75%
Equity90.96%
Other0.29%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
19%₹133 Cr778,984
↓ -166,663
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
11%₹79 Cr209,047
↑ 33,047
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
10%₹69 Cr580,000
↑ 10,000
Franklin Technology I Acc USD
Investment Fund | -
8%₹58 Cr116,868
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI
6%₹45 Cr73,229
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
6%₹40 Cr600,000
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
5%₹35 Cr239,424
↓ -80,576
Cyient Ltd (Industrials)
Equity, Since 31 Dec 06 | CYIENT
3%₹20 Cr200,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
3%₹18 Cr1,322,618
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 30 Apr 19 | 540005
2%₹16 Cr31,000

6. 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 20.5% since its launch.  Ranked 6 in Global category.  Return for 2020 was 45.2% , 2019 was 34.2% and 2018 was 6.5% .

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 (21 Oct 21) ₹60.9944 ↑ 0.51   (0.84 %)
Net Assets (Cr) ₹3,838 on 30 Sep 21
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.59
Sharpe Ratio 1.1
Information Ratio -0.03
Alpha Ratio -3.42
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
30 Sep 16₹10,000
30 Sep 17₹11,470
30 Sep 18₹15,706
30 Sep 19₹15,365
30 Sep 20₹22,238
30 Sep 21₹27,723

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 ₹556,833.
Net Profit of ₹256,833
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 22 Oct 21

DurationReturns
1 Month 4.3%
3 Month 5.4%
6 Month 14.9%
1 Year 29.9%
3 Year 26.5%
5 Year 24.3%
10 Year
15 Year
Since launch 20.5%
Historical performance (Yearly) on absolute basis
YearReturns
2020 45.2%
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Mayank Bukrediwala24 Aug 201.02 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Technology30.28%
Health Care15.74%
Financial Services14.59%
Consumer Cyclical14.14%
Communication Services8.82%
Real Estate4.4%
Industrials3.49%
Consumer Defensive2.64%
Basic Materials1.3%
Utility0.41%
Asset Allocation
Asset ClassValue
Cash0.56%
Equity96.59%
Other2.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹3,914 Cr6,114,257
↑ 129,623
Call, Cash & Other Assets
CBLO | -
0%₹5 Cr

7. 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 21.4% since its launch.  Ranked 34 in Multi Cap category.  Return for 2020 was 32.3% , 2019 was 14.4% and 2018 was -0.4% .

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 (22 Oct 21) ₹51.1533 ↓ -0.24   (-0.47 %)
Net Assets (Cr) ₹16,076 on 30 Sep 21
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 5.01
Information Ratio 0.71
Alpha Ratio 27.6
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
30 Sep 16₹10,000
30 Sep 17₹12,022
30 Sep 18₹13,337
30 Sep 19₹13,887
30 Sep 20₹17,215
30 Sep 21₹27,094

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 ₹518,033.
Net Profit of ₹218,033
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 22 Oct 21

DurationReturns
1 Month 2.6%
3 Month 12.9%
6 Month 31.2%
1 Year 61.2%
3 Year 30.5%
5 Year 21.8%
10 Year
15 Year
Since launch 21.4%
Historical performance (Yearly) on absolute basis
YearReturns
2020 32.3%
2019 14.4%
2018 -0.4%
2017 29.4%
2016 3.3%
2015 8.9%
2014 44.8%
2013
2012
2011
Fund Manager information for Parag Parikh Long Term Equity Fund
NameSinceTenure
Raj Mehta27 Jan 165.6 Yr.
Rajeev Thakkar24 May 138.28 Yr.
Raunak Onkar24 May 138.28 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services29.33%
Technology21.63%
Consumer Cyclical16.07%
Communication Services15.28%
Consumer Defensive8.04%
Health Care4.55%
Basic Materials0.05%
Asset Allocation
Asset ClassValue
Cash5.06%
Equity94.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Alphabet Inc Class A (Communication Services)
Equity, Since 31 May 21 | GOOGL
8%₹1,240 Cr58,741
↑ 1,700
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 500490
8%₹1,227 Cr2,815,547
↑ 211,187
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
8%₹1,173 Cr55,496,067
↑ 5,014,364
Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN
7%₹986 Cr39,483
↑ 9,930
Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSFT
7%₹955 Cr430,797
Facebook Inc Class A (Communication Services)
Equity, Since 31 Jul 17 | FB
6%₹923 Cr332,306
↑ 12,800
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 21 | HCLTECH
5%₹785 Cr6,637,285
Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Jul 20 | 540750
5%₹744 Cr14,735,528
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO
5%₹728 Cr2,653,786
↑ 263,350
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 14 | PERSISTENT
4%₹643 Cr1,934,118
↓ -296,608

8. 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 21.2% since its launch.  Ranked 4 in Small Cap category.  Return for 2020 was 33.6% , 2019 was 6.1% and 2018 was -19.6% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (22 Oct 21) ₹102.84 ↓ -0.41   (-0.40 %)
Net Assets (Cr) ₹10,191 on 30 Sep 21
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 3.47
Information Ratio -0.02
Alpha Ratio -6.84
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
30 Sep 16₹10,000
30 Sep 17₹13,302
30 Sep 18₹13,490
30 Sep 19₹14,038
30 Sep 20₹15,757
30 Sep 21₹26,924

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 ₹518,033.
Net Profit of ₹218,033
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 22 Oct 21

DurationReturns
1 Month 4%
3 Month 8.6%
6 Month 28.6%
1 Year 75.6%
3 Year 29.2%
5 Year 21.7%
10 Year
15 Year
Since launch 21.2%
Historical performance (Yearly) on absolute basis
YearReturns
2020 33.6%
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%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 137.8 Yr.

Data below for SBI Small Cap Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Industrials40.97%
Consumer Cyclical20.06%
Basic Materials19.59%
Consumer Defensive6.86%
Health Care3.52%
Financial Services3.4%
Technology2.22%
Communication Services1.6%
Asset Allocation
Asset ClassValue
Cash1.6%
Equity98.23%
Debt0.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | 513375
5%₹440 Cr5,300,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
3%₹327 Cr1,000,000
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 522074
3%₹322 Cr16,298,386
↓ -686,512
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 540203
3%₹320 Cr1,330,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 532504
3%₹318 Cr790,000
Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 531531
3%₹310 Cr2,846,666
V-Guard Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | 532953
3%₹309 Cr12,689,795
Finolex Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | FINPIPE
3%₹286 Cr17,000,000
Rossari Biotech Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 20 | 543213
3%₹281 Cr2,016,798
V-Mart Retail Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | 534976
3%₹269 Cr749,336

9. Mirae Asset Tax Saver Fund

The investment objective of the scheme is to generate long term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. The Scheme does not guarantee or assure any returns.

Mirae Asset Tax Saver Fund is a Equity - ELSS fund was launched on 28 Dec 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 22.1% since its launch.  Return for 2020 was 21.5% , 2019 was 14.1% and 2018 was -2.3% .

Below is the key information for Mirae Asset Tax Saver Fund

Mirae Asset Tax Saver Fund
Growth
Launch Date 28 Dec 15
NAV (22 Oct 21) ₹31.955 ↓ -0.17   (-0.52 %)
Net Assets (Cr) ₹9,832 on 30 Sep 21
Category Equity - ELSS
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.4
Sharpe Ratio 3.77
Information Ratio 1.48
Alpha Ratio 8.07
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Sep 16₹10,000
30 Sep 17₹12,717
30 Sep 18₹13,562
30 Sep 19₹14,761
30 Sep 20₹15,789
30 Sep 21₹25,942

Mirae Asset Tax Saver Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for Mirae Asset Tax Saver Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Oct 21

DurationReturns
1 Month 2.8%
3 Month 11.7%
6 Month 27.8%
1 Year 61.2%
3 Year 27.2%
5 Year 20.6%
10 Year
15 Year
Since launch 22.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 21.5%
2019 14.1%
2018 -2.3%
2017 47.9%
2016 14.8%
2015
2014
2013
2012
2011
Fund Manager information for Mirae Asset Tax Saver Fund
NameSinceTenure
Neelesh Surana28 Dec 155.68 Yr.

Data below for Mirae Asset Tax Saver Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services38.91%
Basic Materials12.22%
Technology12.08%
Consumer Cyclical7.81%
Industrials7.57%
Health Care6.91%
Consumer Defensive3.78%
Communication Services3.46%
Utility1.65%
Energy1.18%
Asset Allocation
Asset ClassValue
Cash0.41%
Equity99.59%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | HDFCBANK
8%₹787 Cr4,979,722
↑ 50,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
7%₹672 Cr9,338,912
Infosys Ltd (Technology)
Equity, Since 31 Dec 15 | INFY
6%₹599 Cr3,511,693
↓ -60,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | 532215
5%₹431 Cr5,486,266
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Dec 15 | TCS
4%₹379 Cr999,826
↓ -75,000
Reliance Industries Limited
Equity, Since 30 Jun 21 | -
4%₹377 Cr2,333,304
↑ 25,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 15 | SBIN
4%₹348 Cr8,158,799
↑ 975,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
3%₹298 Cr4,491,889
↓ -225,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFC
2%₹234 Cr836,263
↓ -65,000
JK Cement Ltd (Basic Materials)
Equity, Since 30 Jun 19 | JKCEMENT
2%₹216 Cr659,543
↑ 18,652

10. Axis Mid Cap Fund

To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of mid size companies. The focus of the fund would be to invest in relatively larger companies within this category.

Axis Mid Cap Fund is a Equity - Mid Cap fund was launched on 18 Feb 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20% since its launch.  Ranked 41 in Mid Cap category.  Return for 2020 was 26% , 2019 was 11.3% and 2018 was 3.5% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (22 Oct 21) ₹69.88 ↓ -0.69   (-0.98 %)
Net Assets (Cr) ₹15,395 on 30 Sep 21
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 3.6
Information Ratio 0.59
Alpha Ratio 4.17
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
30 Sep 16₹10,000
30 Sep 17₹11,427
30 Sep 18₹12,806
30 Sep 19₹14,087
30 Sep 20₹15,816
30 Sep 21₹25,622

Axis Mid 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 ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for Axis Mid 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 22 Oct 21

DurationReturns
1 Month 0.5%
3 Month 11.2%
6 Month 29.8%
1 Year 64%
3 Year 29.3%
5 Year 20.6%
10 Year
15 Year
Since launch 20%
Historical performance (Yearly) on absolute basis
YearReturns
2020 26%
2019 11.3%
2018 3.5%
2017 42%
2016 -3.1%
2015 0.8%
2014 76.5%
2013 4.1%
2012 52.6%
2011
Fund Manager information for Axis Mid Cap Fund
NameSinceTenure
Shreyash Devalkar23 Nov 164.78 Yr.
Hitesh Das18 Dec 200.7 Yr.

Data below for Axis Mid Cap Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services18.06%
Consumer Cyclical16.3%
Technology14.95%
Industrials11.75%
Basic Materials11.28%
Health Care8.63%
Consumer Defensive5.32%
Utility4.83%
Communication Services2.31%
Asset Allocation
Asset ClassValue
Cash6.59%
Equity93.41%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
4%₹627 Cr11,323,500
Coforge Ltd (Technology)
Equity, Since 31 May 20 | 532541
4%₹585 Cr1,123,713
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
4%₹553 Cr7,695,000
PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND
4%₹528 Cr1,557,136
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 500034
3%₹500 Cr665,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK
3%₹491 Cr3,105,500
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 20 | CROMPTON
3%₹490 Cr10,359,953
Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
3%₹479 Cr2,344,974
MindTree Ltd (Technology)
Equity, Since 31 Dec 19 | 532819
3%₹467 Cr1,286,323
Gujarat Gas Ltd (Utilities)
Equity, Since 29 Feb 20 | 539336
3%₹429 Cr5,935,665

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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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