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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 May 18, 2022 , 64324 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. 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 19.4% since its launch.  Return for 2021 was 74.4% , 2020 was 54.8% and 2019 was 7.5% .

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (20 May 22) ₹31.0293 ↑ 0.47   (1.54 %)
Net Assets (Cr) ₹5,584 on 30 Apr 22
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 1.73
Sharpe Ratio 1.08
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-3 Months (0.25%),3 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 17₹10,000
30 Apr 18₹15,832
30 Apr 19₹17,439
30 Apr 20₹15,060
30 Apr 21₹29,378
30 Apr 22₹38,280

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 ₹598,181.
Net Profit of ₹298,181
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 20 May 22

DurationReturns
1 Month -10.6%
3 Month -14.1%
6 Month -19.6%
1 Year 16.1%
3 Year 27.3%
5 Year 27.2%
10 Year
15 Year
Since launch 19.4%
Historical performance (Yearly) on absolute basis
YearReturns
2021 74.4%
2020 54.8%
2019 7.5%
2018 24.9%
2017 19.6%
2016 -6%
2015
2014
2013
2012
Fund Manager information for TATA Digital India Fund
NameSinceTenure
Meeta Shetty9 Mar 211.14 Yr.
Venkat Samala26 Nov 201.43 Yr.

Data below for TATA Digital India Fund as on 30 Apr 22

Equity Sector Allocation
SectorValue
Technology81.61%
Communication Services9.63%
Industrials3.84%
Consumer Cyclical1.06%
Consumer Defensive0.13%
Asset Allocation
Asset ClassValue
Cash3.74%
Equity96.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
24%₹1,335 Cr8,519,598
↑ 1,450,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
10%₹540 Cr1,523,501
↑ 150,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
7%₹380 Cr3,524,713
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | TECHM
7%₹367 Cr2,914,334
↑ 250,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL
6%₹336 Cr4,544,200
↑ 550,000
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 28 Feb 21 | LTI
4%₹242 Cr500,010
↑ 119,050
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
4%₹239 Cr552,558
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | MPHASIS
4%₹234 Cr823,149
↑ 106,371
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | WIPRO
3%₹188 Cr3,700,000
↑ 500,000
Coforge Ltd (Technology)
Equity, Since 31 Oct 21 | COFORGE
3%₹172 Cr410,484

2. 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 12.3% since its launch.  Ranked 37 in Sectoral category.  Return for 2021 was 75.7% , 2020 was 70.6% and 2019 was 2.3% .

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (20 May 22) ₹132.65 ↑ 2.18   (1.67 %)
Net Assets (Cr) ₹8,478 on 30 Apr 22
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.53
Sharpe Ratio 1.07
Information Ratio 1.06
Alpha Ratio 6.65
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 Apr 17₹10,000
30 Apr 18₹14,049
30 Apr 19₹15,493
30 Apr 20₹13,141
30 Apr 21₹28,160
30 Apr 22₹36,898

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 ₹598,181.
Net Profit of ₹298,181
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 20 May 22

DurationReturns
1 Month -9.3%
3 Month -13.5%
6 Month -19.7%
1 Year 17.6%
3 Year 31.7%
5 Year 27%
10 Year
15 Year
Since launch 12.3%
Historical performance (Yearly) on absolute basis
YearReturns
2021 75.7%
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%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Priyanka Khandelwal8 Jul 201.81 Yr.
Vaibhav Dusad2 May 202 Yr.

Data below for ICICI Prudential Technology Fund as on 30 Apr 22

Equity Sector Allocation
SectorValue
Technology81.3%
Communication Services10.89%
Industrials1.26%
Consumer Cyclical0.27%
Consumer Defensive0%
Asset Allocation
Asset ClassValue
Cash6.22%
Equity93.73%
Other0.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
33%₹2,927 Cr15,350,671
↑ 276,555
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 507685
10%₹843 Cr14,237,984
↑ 2,526,850
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
10%₹836 Cr7,180,738
↑ 262,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
9%₹774 Cr5,163,544
↑ 28,241
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
6%₹544 Cr7,205,190
↑ 80,602
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
4%₹352 Cr942,423
↓ -168,311
Mphasis Ltd (Technology)
Equity, Since 30 Jun 20 | 526299
2%₹178 Cr527,295
↓ -92,973
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 21 | CTSH
2%₹172 Cr247,668
↓ -59,790
MindTree Ltd (Technology)
Equity, Since 30 Jun 20 | 532819
1%₹124 Cr288,374
↑ 43,000
Accenture PLC Class A (Technology)
Equity, Since 28 Feb 21 | ACN
1%₹112 Cr43,600
↓ -7,000

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 11.5% since its launch.  Ranked 33 in Sectoral category.  Return for 2021 was 70.5% , 2020 was 59% and 2019 was 9.6% .

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 (20 May 22) ₹113.37 ↑ 1.77   (1.59 %)
Net Assets (Cr) ₹3,161 on 30 Apr 22
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.56
Sharpe Ratio 0.99
Information Ratio 1.08
Alpha Ratio 4.1
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 17₹10,000
30 Apr 18₹14,655
30 Apr 19₹15,843
30 Apr 20₹14,343
30 Apr 21₹28,506
30 Apr 22₹36,126

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 ₹584,107.
Net Profit of ₹284,107
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 20 May 22

DurationReturns
1 Month -10.2%
3 Month -13.7%
6 Month -18.2%
1 Year 12.5%
3 Year 29.5%
5 Year 26.3%
10 Year
15 Year
Since launch 11.5%
Historical performance (Yearly) on absolute basis
YearReturns
2021 70.5%
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%
Fund Manager information for Aditya Birla Sun Life Digital India Fund
NameSinceTenure
Kunal Sangoi15 Jan 148.3 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 30 Apr 22

Equity Sector Allocation
SectorValue
Technology77.07%
Communication Services9.84%
Industrials7.11%
Consumer Cyclical1.69%
Asset Allocation
Asset ClassValue
Cash4.29%
Equity95.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
22%₹685 Cr4,371,816
↑ 650,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
10%₹310 Cr875,450
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH
8%₹261 Cr2,421,227
↓ -202,704
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | TECHM
7%₹229 Cr1,814,943
↑ 200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
6%₹189 Cr2,551,670
↑ 100,000
Wipro Ltd (Technology)
Equity, Since 31 Jan 21 | WIPRO
5%₹166 Cr3,261,888
↓ -200,000
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
3%₹108 Cr1,221,725
↑ 33,062
MindTree Ltd (Technology)
Equity, Since 30 Nov 20 | MINDTREE
2%₹79 Cr221,745
↑ 86,745
Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE
2%₹78 Cr185,774
↑ 20,000
Mphasis Ltd (Technology)
Equity, Since 29 Feb 20 | MPHASIS
2%₹76 Cr265,923

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 20.3% since its launch.  Ranked 42 in Sectoral category.  Return for 2021 was 66.4% , 2020 was 47.3% and 2019 was 12.2% .

Below is the key information for SBI Technology Opportunities Fund

SBI Technology Opportunities Fund
Growth
Launch Date 9 Jan 13
NAV (20 May 22) ₹129.599 ↑ 2.01   (1.58 %)
Net Assets (Cr) ₹2,432 on 30 Apr 22
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.61
Sharpe Ratio 0.99
Information Ratio 0.59
Alpha Ratio 4.76
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 Apr 17₹10,000
30 Apr 18₹13,969
30 Apr 19₹15,598
30 Apr 20₹14,613
30 Apr 21₹25,592
30 Apr 22₹32,407

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 ₹556,833.
Net Profit of ₹256,833
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 20 May 22

DurationReturns
1 Month -8.6%
3 Month -11.9%
6 Month -18.1%
1 Year 15.9%
3 Year 26.3%
5 Year 24%
10 Year
15 Year
Since launch 20.3%
Historical performance (Yearly) on absolute basis
YearReturns
2021 66.4%
2020 47.3%
2019 12.2%
2018 17.1%
2017 13%
2016 -3.3%
2015 2.4%
2014 29.2%
2013
2012
Fund Manager information for SBI Technology Opportunities Fund
NameSinceTenure
Saurabh Pant1 Jan 220.33 Yr.
Mohit Jain1 Jan 220.33 Yr.

Data below for SBI Technology Opportunities Fund as on 30 Apr 22

Equity Sector Allocation
SectorValue
Technology70.75%
Communication Services18.2%
Industrials1.13%
Consumer Cyclical0.82%
Asset Allocation
Asset ClassValue
Cash9.1%
Equity90.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
24%₹629 Cr3,300,000
Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL
8%₹208 Cr9,645
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
8%₹207 Cr553,680
↓ -6,320
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH
8%₹198 Cr1,700,000
Wipro Ltd (Technology)
Equity, Since 30 Apr 21 | 507685
7%₹182 Cr3,080,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 15 | 532755
5%₹136 Cr909,735
Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT
5%₹133 Cr56,000
↑ 14,410
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
5%₹131 Cr1,735,130
PVR Ltd (Communication Services)
Equity, Since 31 Jan 22 | PVR
4%₹102 Cr530,000
NVIDIA Corp (Technology)
Equity, Since 30 Apr 21 | NVDA
4%₹99 Cr47,000
↑ 12,700

5. Principal Emerging Bluechip Fund

The primary objective of the Scheme is to achieve long-term capital appreciation by investing in equity & equity related instruments of mid cap & small cap companies.

Principal Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 12 Nov 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 24.8% since its launch.  Ranked 1 in Large & Mid Cap category. .

Below is the key information for Principal Emerging Bluechip Fund

Principal Emerging Bluechip Fund
Growth
Launch Date 12 Nov 08
NAV (31 Dec 21) ₹183.316 ↑ 2.03   (1.12 %)
Net Assets (Cr) ₹3,124 on 30 Nov 21
Category Equity - Large & Mid Cap
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 2.74
Information Ratio 0.22
Alpha Ratio 2.18
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 Apr 17₹10,000
30 Apr 18₹11,789
30 Apr 19₹10,884
30 Apr 20₹9,730
30 Apr 21₹15,350

Principal Emerging Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for Principal Emerging Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 May 22

DurationReturns
1 Month 2.9%
3 Month 2.9%
6 Month 13.6%
1 Year 38.9%
3 Year 21.9%
5 Year 19.2%
10 Year
15 Year
Since launch 24.8%
Historical performance (Yearly) on absolute basis
YearReturns
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
Fund Manager information for Principal Emerging Bluechip Fund
NameSinceTenure

Data below for Principal Emerging Bluechip Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

6. 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 18.4% since its launch.  Ranked 41 in Sectoral category.  Return for 2021 was 39% , 2020 was 56.8% and 2019 was 12.4% .

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (19 May 22) ₹276.97 ↓ -9.21   (-3.22 %)
Net Assets (Cr) ₹711 on 30 Apr 22
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.51
Sharpe Ratio 0.36
Information Ratio -0.26
Alpha Ratio -8.3
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 Apr 17₹10,000
30 Apr 18₹13,342
30 Apr 19₹15,012
30 Apr 20₹14,075
30 Apr 21₹24,819
30 Apr 22₹27,021

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 ₹481,656.
Net Profit of ₹181,656
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 20 May 22

DurationReturns
1 Month -11.1%
3 Month -14.8%
6 Month -23.4%
1 Year 1.3%
3 Year 20.4%
5 Year 18.9%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
2021 39%
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%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure
Anand Radhakrishnan3 Mar 0715.17 Yr.
Varun Sharma30 Nov 156.42 Yr.
Mayank Bukrediwala24 Aug 201.68 Yr.

Data below for Franklin India Technology Fund as on 30 Apr 22

Equity Sector Allocation
SectorValue
Technology60.84%
Communication Services18.98%
Consumer Cyclical8.93%
Industrials2.94%
Financial Services0.74%
Basic Materials0.56%
Real Estate0.13%
Health Care0.05%
Asset Allocation
Asset ClassValue
Cash6.55%
Equity93.26%
Other0.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
17%₹118 Cr751,465
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
15%₹105 Cr297,407
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
9%₹67 Cr620,392
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
6%₹44 Cr600,000
Franklin Technology I Acc USD
Investment Fund | -
6%₹42 Cr116,868
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI
5%₹34 Cr73,699
Cyient Ltd (Industrials)
Equity, Since 31 Dec 06 | CYIENT
3%₹21 Cr236,084
↑ 78,273
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | TECHM
3%₹20 Cr160,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
2%₹18 Cr2,468,616
MakeMyTrip Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | MMYT
2%₹16 Cr82,135

7. 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 19.9% since its launch.  Ranked 4 in Small Cap category.  Return for 2021 was 47.6% , 2020 was 33.6% and 2019 was 6.1% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (20 May 22) ₹99.5833 ↑ 1.21   (1.23 %)
Net Assets (Cr) ₹12,098 on 30 Apr 22
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 1.99
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
30 Apr 17₹10,000
30 Apr 18₹13,844
30 Apr 19₹11,965
30 Apr 20₹10,600
30 Apr 21₹19,201
30 Apr 22₹24,450

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 ₹481,656.
Net Profit of ₹181,656
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 20 May 22

DurationReturns
1 Month -4.9%
3 Month -2.2%
6 Month -6%
1 Year 15.1%
3 Year 25.2%
5 Year 18.2%
10 Year
15 Year
Since launch 19.9%
Historical performance (Yearly) on absolute basis
YearReturns
2021 47.6%
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%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 138.46 Yr.

Data below for SBI Small Cap Fund as on 30 Apr 22

Equity Sector Allocation
SectorValue
Industrials37.05%
Consumer Cyclical25.44%
Basic Materials16.56%
Consumer Defensive5.69%
Health Care3.46%
Financial Services2.59%
Communication Services0.02%
Asset Allocation
Asset ClassValue
Cash9.06%
Equity90.8%
Debt0.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | SFL
5%₹546 Cr1,570,000
Vedant Fashions Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 543463
4%₹440 Cr4,547,646
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
4%₹421 Cr4,000,000
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | CARBORUNIV
3%₹394 Cr4,939,842
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 522074
3%₹387 Cr13,833,663
Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Dec 19 | NH
3%₹328 Cr4,400,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 20 | NAVINFLUOR
3%₹322 Cr790,000
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | LEMONTREE
3%₹317 Cr50,000,000
Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Mar 19 | FINEORG
3%₹316 Cr790,000
Triveni Turbine Ltd (Industrials)
Equity, Since 31 Jan 19 | 533655
3%₹312 Cr15,435,443

8. 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 18.3% since its launch.  Ranked 34 in Multi Cap category.  Return for 2021 was 45.5% , 2020 was 32.3% and 2019 was 14.4% .

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 (20 May 22) ₹45.2887 ↑ 0.56   (1.25 %)
Net Assets (Cr) ₹21,907 on 30 Apr 22
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 1.21
Information Ratio 0.73
Alpha Ratio 2.19
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 Apr 17₹10,000
30 Apr 18₹11,789
30 Apr 19₹12,680
30 Apr 20₹12,025
30 Apr 21₹20,035
30 Apr 22₹23,962

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 ₹470,047.
Net Profit of ₹170,047
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 20 May 22

DurationReturns
1 Month -6.9%
3 Month -6.5%
6 Month -12.2%
1 Year 11.7%
3 Year 22.1%
5 Year 17.8%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
2021 45.5%
2020 32.3%
2019 14.4%
2018 -0.4%
2017 29.4%
2016 3.3%
2015 8.9%
2014 44.8%
2013
2012
Fund Manager information for Parag Parikh Long Term Equity Fund
NameSinceTenure
Raj Mehta27 Jan 166.26 Yr.
Rajeev Thakkar24 May 138.94 Yr.
Raunak Onkar24 May 138.94 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 30 Apr 22

Equity Sector Allocation
SectorValue
Financial Services36.17%
Consumer Cyclical13.14%
Technology12.52%
Communication Services11.67%
Consumer Defensive8.88%
Health Care5.11%
Utility4.86%
Asset Allocation
Asset ClassValue
Cash7.64%
Equity92.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
9%₹1,945 Cr74,936,399
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJHLDNG
8%₹1,784 Cr3,450,461
↑ 14,714
Alphabet Inc Class A (Communication Services)
Equity, Since 31 May 21 | ABEA
7%₹1,628 Cr89,892
Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSF
7%₹1,578 Cr712,983
Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN-RM
6%₹1,414 Cr64,002
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFC
6%₹1,309 Cr5,871,020
↑ 5,871,020
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK
5%₹1,166 Cr15,680,614
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | AXISBANK
5%₹1,118 Cr15,339,011
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 21 | POWERGRID
5%₹1,066 Cr46,787,602
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO
5%₹1,049 Cr4,186,832

9. Sundaram Select Focus Fund

To achieve capital appreciation by investing in equity and equity related instruments of select stocks

Sundaram Select Focus Fund is a Equity - Focused fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.4% since its launch.  Ranked 55 in Focused category. .

Below is the key information for Sundaram Select Focus Fund

Sundaram Select Focus Fund
Growth
Launch Date 30 Jul 02
NAV (24 Dec 21) ₹264.968 ↓ -1.18   (-0.45 %)
Net Assets (Cr) ₹1,354 on 30 Nov 21
Category Equity - Focused
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.52
Sharpe Ratio 1.85
Information Ratio -0.52
Alpha Ratio -5.62
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 17₹10,000
30 Apr 18₹11,738
30 Apr 19₹12,454
30 Apr 20₹11,227
30 Apr 21₹15,647

Sundaram Select Focus Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Sundaram Select Focus Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 May 22

DurationReturns
1 Month -2.6%
3 Month -5%
6 Month 8.5%
1 Year 24.5%
3 Year 17%
5 Year 17.3%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
Fund Manager information for Sundaram Select Focus Fund
NameSinceTenure

Data below for Sundaram Select Focus Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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 17.5% since its launch.  Ranked 41 in Mid Cap category.  Return for 2021 was 39.9% , 2020 was 26% and 2019 was 11.3% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (20 May 22) ₹61.23 ↑ 0.81   (1.34 %)
Net Assets (Cr) ₹17,679 on 30 Apr 22
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 1.26
Information Ratio 0
Alpha Ratio 0
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 Apr 17₹10,000
30 Apr 18₹12,451
30 Apr 19₹12,570
30 Apr 20₹12,559
30 Apr 21₹19,172
30 Apr 22₹22,931

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 ₹458,689.
Net Profit of ₹158,689
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 20 May 22

DurationReturns
1 Month -7.5%
3 Month -6.1%
6 Month -15%
1 Year 7.9%
3 Year 19.4%
5 Year 16.7%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
2021 39.9%
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%
Fund Manager information for Axis Mid Cap Fund
NameSinceTenure
Shreyash Devalkar23 Nov 165.44 Yr.
Hitesh Das18 Dec 201.36 Yr.

Data below for Axis Mid Cap Fund as on 30 Apr 22

Equity Sector Allocation
SectorValue
Consumer Cyclical20.94%
Financial Services15.44%
Industrials13.24%
Technology12.47%
Basic Materials10.76%
Health Care5.93%
Consumer Defensive2.67%
Utility2.37%
Communication Services1.45%
Real Estate0.08%
Asset Allocation
Asset ClassValue
Cash14.37%
Equity85.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
5%₹875 Cr11,844,194
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
4%₹670 Cr9,018,750
Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
3%₹554 Cr2,570,603
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | TRENT
3%₹552 Cr4,494,345
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | BAJFINANCE
3%₹524 Cr785,000
Coforge Ltd (Technology)
Equity, Since 31 May 20 | COFORGE
3%₹499 Cr1,188,706
↓ -18,515
Voltas Ltd (Industrials)
Equity, Since 31 May 17 | VOLTAS
3%₹483 Cr3,827,127
↑ 237,896
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | DMART
3%₹473 Cr1,198,595
Bata India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | BATAINDIA
3%₹451 Cr2,316,371
PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND
3%₹449 Cr1,576,532

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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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