fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-62820123
Know how to Get 1 Crore in 10,15,20 Years | Mutual Funds SIP

Fincash » Mutual Funds » How To Get 1 Crore

How to Get 1 Crore by Investing

Updated on February 17, 2019 , 1251 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).

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

How to get 1 Crore

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

1. How to Get 1 Crore in 20 Years

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

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

Key Assumption based on historical returns are as below

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

1 Crore in 20 Years

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

2. How to Get 1 Crore in 15 Years

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

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

Key Assumption based on historical returns are as below

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

1 Crore in 15 Years

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

3. How to Get 1 Crore in 10 Years

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

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

Key Assumption based on historical returns are as below

Assumptions Data
Growth Rate 14%
Inflation Not Factored
Investment Amount (pm) 38,160
Time Period 10 years
Amount Invested 45,79,200
Total Corpus 1,00,01,408
Net Gains 54,22,208

1 Crore in 10 years 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 15.2% 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 (19 Feb 19) ₹46.498 ↓ -0.12   (-0.25 %)
Net Assets (Cr) ₹10,343 on 31 Jan 19
Category Equity - Multi Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio -0.38
Information Ratio 0.86
Alpha Ratio -0.46
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 Jan 14₹10,000
31 Jan 15₹16,670
31 Jan 16₹15,420
31 Jan 17₹18,619
31 Jan 18₹25,070
31 Jan 19₹24,233

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 ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for Mirae Asset India Equity Fund 

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

DurationReturns
1 Month -3%
3 Month -2.6%
6 Month -6.9%
1 Year 0.3%
3 Year 17.7%
5 Year 18.1%
10 Year
15 Year
Since launch 15.2%
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 0810.9 Yr.
Harshad Borawake1 May 171.75 Yr.
Gaurav Misra31 Jan 190 Yr.

Data below for Mirae Asset India Equity Fund  as on 31 Jan 19

Equity Sector Allocation
SectorValue
Financial Services33.69%
Technology10.71%
Consumer Cyclical10.3%
Energy9.49%
Basic Materials8.67%
Consumer Defensive7.34%
Industrials6.85%
Health Care6.23%
Utility2.01%
Communication Services0.5%
Asset Allocation
Asset ClassValue
Cash4.23%
Equity95.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 09 | HDFCBANK
9%₹900 Cr4,327,626
↑ 16,592
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 08 | RELIANCE
6%₹629 Cr5,122,882
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
5%₹555 Cr7,674,614
↑ 99,342
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
5%₹528 Cr14,499,349
↑ 880,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 09 | TCS
4%₹416 Cr2,063,792
↑ 187,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 08 | SBIN
4%₹382 Cr13,017,764
↑ 1,050,000
Infosys Ltd (Technology)
Equity, Since 31 May 08 | INFY
3%₹338 Cr4,515,015
↑ 50,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
3%₹337 Cr2,561,756
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
3%₹331 Cr11,882,874
↑ 805,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | KOTAKBANK
3%₹300 Cr2,385,150

2. 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 14.8% 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 (19 Feb 19) ₹24.95 ↓ -0.06   (-0.24 %)
Net Assets (Cr) ₹6,511 on 31 Jan 19
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.73
Sharpe Ratio -0.34
Information Ratio 0.08
Alpha Ratio -3.76
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 Jan 14₹10,000
31 Jan 15₹15,439
31 Jan 16₹14,294
31 Jan 17₹16,627
31 Jan 18₹22,900
31 Jan 19₹21,678

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 ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Axis Focused 25 Fund

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

DurationReturns
1 Month -3.1%
3 Month -3.3%
6 Month -14.9%
1 Year -1.1%
3 Year 17%
5 Year 16%
10 Year
15 Year
Since launch 14.8%
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 31 Jan 19

Equity Sector Allocation
SectorValue
Financial Services40.95%
Consumer Cyclical22.85%
Technology13.98%
Basic Materials8.62%
Industrials4.05%
Asset Allocation
Asset ClassValue
Cash9.55%
Equity90.45%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
10%₹650 Cr
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
9%₹569 Cr2,826,097
↑ 191,090
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
8%₹521 Cr2,023,135
↓ -100,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
7%₹477 Cr3,796,457
↑ 109,602
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
7%₹469 Cr2,255,069
↓ -477,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
6%₹413 Cr2,147,956
↓ -110,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 16 | MARUTI
6%₹399 Cr600,960
↑ 30,490
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
5%₹345 Cr567,050
↑ 50,000
Avenue Supermarts Ltd (Consumer Cyclical)
Equity, Since 30 Apr 17 | 540376
5%₹340 Cr2,475,349
↓ -81,287
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
5%₹320 Cr2,859,936
↑ 673,239

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 (19 Feb 19) ₹31.86 ↓ -0.06   (-0.20 %)
Net Assets (Cr) ₹21,638 on 31 Jan 19
Category Equity - Multi Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.01
Sharpe Ratio -0.41
Information Ratio 0.32
Alpha Ratio -0.3
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
31 Jan 14₹10,000
31 Jan 15₹17,477
31 Jan 16₹15,930
31 Jan 17₹19,614
31 Jan 18₹25,146
31 Jan 19₹24,250

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 ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for Kotak Standard Multicap Fund

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

DurationReturns
1 Month -3.8%
3 Month -2.5%
6 Month -8.8%
1 Year -1.3%
3 Year 15.7%
5 Year 18.3%
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 126.5 Yr.

Data below for Kotak Standard Multicap Fund as on 31 Jan 19

Equity Sector Allocation
SectorValue
Financial Services35.7%
Energy10.41%
Industrials9.53%
Technology8.68%
Consumer Cyclical7.81%
Basic Materials7.04%
Consumer Defensive5.17%
Utility4.47%
Health Care2.99%
Asset Allocation
Asset ClassValue
Cash6.97%
Equity92.62%
Other0.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 16 | RELIANCE
7%₹1,534 Cr12,500,000
↑ 500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
7%₹1,521 Cr7,315,000
Triparty Repo
CBLO/Reverse Repo | -
7%₹1,427 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK
6%₹1,405 Cr38,550,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532215
5%₹1,086 Cr15,025,000
↑ 1,700,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT
5%₹1,051 Cr8,000,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
5%₹1,029 Cr13,730,562
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 18 | TCS
4%₹806 Cr4,000,000
↑ 550,000
State Bank of India (Financial Services)
Equity, Since 31 Jan 12 | SBIN
3%₹602 Cr20,500,000
RBL Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | RBLBANK
3%₹571 Cr10,035,000

4. 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 (19 Feb 19) ₹31.25
Net Assets (Cr) ₹1,075 on 31 Jan 19
Category Equity - Large & Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.8
Sharpe Ratio -0.39
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 Jan 14₹10,000
31 Jan 15₹15,691
31 Jan 16₹14,537
31 Jan 17₹16,570
31 Jan 18₹22,550
31 Jan 19₹21,537

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 ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Invesco India Growth Opportunities Fund

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

DurationReturns
1 Month -3.5%
3 Month -2.5%
6 Month -11.2%
1 Year -1.7%
3 Year 15.4%
5 Year 15.8%
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 144.44 Yr.
Taher Badshah10 Jan 171.89 Yr.

Data below for Invesco India Growth Opportunities Fund as on 31 Jan 19

Equity Sector Allocation
SectorValue
Financial Services28.87%
Consumer Cyclical16.45%
Energy9.69%
Industrials9.52%
Health Care9.38%
Technology9.31%
Basic Materials5.49%
Consumer Defensive4.6%
Utility2.59%
Asset Allocation
Asset ClassValue
Cash4.1%
Equity95.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
7%₹80 Cr385,112
↑ 12,747
Triparty Repo
CBLO/Reverse Repo | -
6%₹64 Cr
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
6%₹62 Cr508,593
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
5%₹56 Cr1,531,149
↑ 212,790
Indian Oil Corp Ltd (Energy)
Equity, Since 31 Mar 17 | IOC
3%₹37 Cr2,676,199
↑ 1,021,682
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 17 | LT
3%₹36 Cr272,564
↑ 46,729
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 13 | TCS
3%₹35 Cr171,492
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 18 | 500034
3%₹31 Cr121,673
United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Jan 15 | 532478
3%₹31 Cr216,714
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Sep 15 | INDUSINDBK
3%₹30 Cr198,091
↓ -28,089

5. 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 17.9% 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 (19 Feb 19) ₹56.52 ↑ 0.30   (0.53 %)
Net Assets (Cr) ₹2,639 on 31 Jan 19
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio -0.34
Information Ratio 0.1
Alpha Ratio -8.04
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 Jan 14₹10,000
31 Jan 15₹19,798
31 Jan 16₹16,196
31 Jan 17₹23,249
31 Jan 18₹31,842
31 Jan 19₹29,854

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 ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for ICICI Prudential Banking and Financial Services Fund

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

DurationReturns
1 Month -7.9%
3 Month -2.9%
6 Month -10.8%
1 Year -3.3%
3 Year 23.3%
5 Year 22.9%
10 Year
15 Year
Since launch 17.9%
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
Roshan Chutkey29 Jan 180.92 Yr.

Data below for ICICI Prudential Banking and Financial Services Fund as on 31 Jan 19

Equity Sector Allocation
SectorValue
Financial Services93.2%
Asset Allocation
Asset ClassValue
Cash5.33%
Equity94.67%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | ICICIBANK
14%₹371 Cr10,167,356
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
9%₹247 Cr1,189,734
↑ 124,473
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
9%₹226 Cr7,704,116
Treps
CBLO/Reverse Repo | -
5%₹144 Cr
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 16 | HDFC
5%₹128 Cr665,920
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532978
5%₹127 Cr208,773
Bank of Baroda (Financial Services)
Equity, Since 31 May 17 | 532134
4%₹113 Cr10,032,337
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 18 | M&MFIN
4%₹94 Cr2,312,607
↑ 362,969
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 14 | 533398
3%₹83 Cr1,662,779
↓ -214,560
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | 590003
3%₹82 Cr9,298,334

6. Aditya Birla Sun Life Banking And Financial Services Fund

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

Aditya Birla Sun Life Banking And Financial Services Fund is a Equity - Sectoral fund was launched on 14 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 19.8% since its launch.  Ranked 3 in Sectoral category.  Return for 2018 was -2.4% , 2017 was 47.6% and 2016 was 15.7% .

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

Aditya Birla Sun Life Banking And Financial Services Fund
Growth
Launch Date 14 Dec 13
NAV (19 Feb 19) ₹25.48 ↑ 0.03   (0.12 %)
Net Assets (Cr) ₹1,545 on 31 Jan 19
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.64
Sharpe Ratio -0.35
Information Ratio -0.28
Alpha Ratio -9.52
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
31 Jan 14₹10,000
31 Jan 15₹19,132
31 Jan 16₹16,768
31 Jan 17₹22,907
31 Jan 18₹30,846
31 Jan 19₹28,308

Aditya Birla Sun Life 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 ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for Aditya Birla Sun Life Banking And Financial Services Fund

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

DurationReturns
1 Month -5.1%
3 Month -2.3%
6 Month -17.4%
1 Year -3.8%
3 Year 20.3%
5 Year 21.8%
10 Year
15 Year
Since launch 19.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -2.4%
2017 47.6%
2016 15.7%
2015 -0.5%
2014 65.8%
2013
2012
2011
2010
2009
Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
NameSinceTenure
Satyabrata Mohanty14 Dec 134.88 Yr.
Dhaval Gala26 Aug 153.18 Yr.

Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 31 Jan 19

Equity Sector Allocation
SectorValue
Financial Services92.67%
Asset Allocation
Asset ClassValue
Cash7.33%
Equity92.67%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK
19%₹296 Cr1,421,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK
13%₹207 Cr5,670,190
State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN
7%₹107 Cr3,641,000
Clearing Corporation Of India Limited
CBLO | -
7%₹104 Cr
Bandhan Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | 541153
6%₹94 Cr2,327,500
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹92 Cr355,931
Bharat Financial Inclusion Ltd (Financial Services)
Equity, Since 31 May 14 | BHARATFIN
5%₹79 Cr832,607
↑ 2,997
L&T Finance Holdings Ltd (Financial Services)
Equity, Since 31 Aug 16 | 533519
5%₹74 Cr5,663,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
4%₹63 Cr874,000
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Oct 16 | PNBHOUSING
4%₹59 Cr658,724
↑ 50,000

7. 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 17.9% 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 (19 Feb 19) ₹108.372 ↓ -0.16   (-0.15 %)
Net Assets (Cr) ₹2,332 on 31 Jan 19
Category Equity - Large & Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio -0.68
Information Ratio -0.14
Alpha Ratio -4.21
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 Jan 14₹10,000
31 Jan 15₹16,667
31 Jan 16₹15,101
31 Jan 17₹18,716
31 Jan 18₹23,835
31 Jan 19₹22,156

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 ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Kotak Equity Opportunities Fund

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

DurationReturns
1 Month -3.8%
3 Month -1.4%
6 Month -8.4%
1 Year -4.3%
3 Year 14.4%
5 Year 16.2%
10 Year
15 Year
Since launch 17.9%
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 31 Jan 19

Equity Sector Allocation
SectorValue
Financial Services27.74%
Industrials15.48%
Basic Materials12.02%
Technology10.46%
Energy8.2%
Consumer Cyclical7.2%
Utility6.73%
Health Care5.5%
Consumer Defensive4.46%
Asset Allocation
Asset ClassValue
Cash1.65%
Equity97.87%
Other0.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
7%₹156 Cr750,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 16 | RELIANCE
6%₹141 Cr1,150,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK
6%₹130 Cr3,575,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 18 | TCS
5%₹124 Cr615,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 09 | INFY
5%₹120 Cr1,600,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT
4%₹92 Cr700,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 532215
4%₹90 Cr1,250,000
↑ 150,000
Bharat Financial Inclusion Ltd (Financial Services)
Equity, Since 31 Jan 18 | BHARATFIN
4%₹88 Cr925,000
Thermax Ltd (Industrials)
Equity, Since 31 Dec 17 | THERMAX
3%₹69 Cr630,812
Gujarat State Petronet Ltd (Utilities)
Equity, Since 31 Oct 17 | 532702
3%₹67 Cr3,800,000

8. 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 (19 Feb 19) ₹16.4539 ↓ -0.01   (-0.05 %)
Net Assets (Cr) ₹1,575 on 31 Jan 19
Category Equity - ELSS
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.61
Sharpe Ratio -0.56
Information Ratio -0.21
Alpha Ratio -9.87
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Jan 15₹11,278
31 Jan 16₹11,212
31 Jan 17₹13,106
31 Jan 18₹17,593
31 Jan 19₹16,199

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 ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Tata India Tax Savings Fund

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

DurationReturns
1 Month -2.9%
3 Month -1%
6 Month -8.3%
1 Year -4.9%
3 Year 14.9%
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 153.59 Yr.
Ennette Fernandes18 Jun 180.37 Yr.

Data below for Tata India Tax Savings Fund as on 31 Jan 19

Equity Sector Allocation
SectorValue
Financial Services42.14%
Consumer Cyclical14.39%
Consumer Defensive11.23%
Industrials8.73%
Technology8.05%
Health Care4.59%
Energy3.9%
Basic Materials3.13%
Real Estate0.67%
Asset Allocation
Asset ClassValue
Cash3.23%
Equity96.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
9%₹146 Cr4,015,000
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK
7%₹116 Cr560,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
7%₹108 Cr1,500,000
↑ 140,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN
6%₹91 Cr3,100,000
↑ 270,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
5%₹76 Cr1,020,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 15 | KOTAKBANK
4%₹62 Cr495,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE
4%₹61 Cr500,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFC
4%₹60 Cr310,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 16 | ITC
3%₹53 Cr1,900,000
↑ 570,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 18 | TCS
3%₹50 Cr250,000

9. 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 17.3% 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 (19 Feb 19) ₹198.217 ↑ 0.53   (0.27 %)
Net Assets (Cr) ₹5,439 on 31 Jan 19
Category Equity - Large & Mid Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.42
Sharpe Ratio -0.79
Information Ratio -0.09
Alpha Ratio -4.76
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 Jan 14₹10,000
31 Jan 15₹15,817
31 Jan 16₹15,059
31 Jan 17₹19,014
31 Jan 18₹24,492
31 Jan 19₹21,962

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 ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for DSP BlackRock Equity Opportunities Fund

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

DurationReturns
1 Month -4.5%
3 Month -3.9%
6 Month -11.5%
1 Year -8.4%
3 Year 14.7%
5 Year 16%
10 Year
15 Year
Since launch 17.3%
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 153.42 Yr.
Jay Kothari16 Mar 180.63 Yr.

Data below for DSP BlackRock Equity Opportunities Fund as on 31 Jan 19

Equity Sector Allocation
SectorValue
Financial Services35.47%
Technology12.01%
Basic Materials11.23%
Industrials8.23%
Health Care7.91%
Consumer Cyclical6.64%
Energy4.8%
Consumer Defensive4.56%
Utility3.22%
Communication Services1.13%
Real Estate1.04%
Asset Allocation
Asset ClassValue
Cash3.72%
Equity96.24%
Other0.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
9%₹471 Cr12,928,205
↓ -1,890,281
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
7%₹394 Cr1,892,620
↓ -182,760
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 532215
4%₹206 Cr2,847,271
↑ 1,129,241
State Bank of India (Financial Services)
Equity, Since 31 Jan 16 | SBIN
4%₹192 Cr6,536,073
↓ -1,967,362
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
3%₹186 Cr2,479,354
↓ -464,339
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 16 | LT
3%₹155 Cr1,179,376
↓ -79,487
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
3%₹153 Cr
Bharat Financial Inclusion Ltd (Financial Services)
Equity, Since 31 Jan 18 | BHARATFIN
3%₹144 Cr1,522,444
ACC Ltd (Basic Materials)
Equity, Since 31 Aug 18 | 500410
3%₹137 Cr965,451
↓ -37,963
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 16 | RELIANCE
2%₹122 Cr997,662
↑ 170,828

10. Sundaram Rural and Consumption Fund

(Erstwhile Sundaram Rural India Fund)

The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity & equity related instruments of companies that are focusing on Rural India.

Sundaram Rural and Consumption Fund is a Equity - Sectoral fund was launched on 12 May 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11% since its launch.  Ranked 2 in Sectoral category.  Return for 2018 was -7.8% , 2017 was 38.7% and 2016 was 21.1% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (19 Feb 19) ₹38.0612 ↑ 0.11   (0.30 %)
Net Assets (Cr) ₹2,370 on 31 Jan 19
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.54
Sharpe Ratio -0.64
Information Ratio 0.31
Alpha Ratio -2.78
Min Investment 5,000
Min SIP Investment 250
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 14₹10,000
31 Jan 15₹16,018
31 Jan 16₹15,624
31 Jan 17₹21,100
31 Jan 18₹26,824
31 Jan 19₹24,244

Sundaram Rural and Consumption 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 Sundaram Rural and Consumption Fund

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

DurationReturns
1 Month -6.2%
3 Month -4.1%
6 Month -12.4%
1 Year -9.1%
3 Year 16.5%
5 Year 18.1%
10 Year
15 Year
Since launch 11%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -7.8%
2017 38.7%
2016 21.1%
2015 6.3%
2014 47.4%
2013 -0.6%
2012 34.1%
2011 -23.1%
2010 20.8%
2009 75.4%
Fund Manager information for Sundaram Rural and Consumption Fund
NameSinceTenure
S Krishnakumar1 Jan 163.09 Yr.
S. Bharath25 Apr 180.77 Yr.

Data below for Sundaram Rural and Consumption Fund as on 31 Jan 19

Equity Sector Allocation
SectorValue
Consumer Defensive35.3%
Basic Materials21.4%
Consumer Cyclical15.82%
Financial Services12.27%
Industrials3.69%
Technology2.19%
Asset Allocation
Asset ClassValue
Cash5.4%
Equity94.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
5%₹124 Cr4,450,000
↑ 62,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | 500696
5%₹123 Cr700,000
Treps
CBLO/Reverse Repo | -
5%₹123 Cr
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 15 | M&M
4%₹102 Cr1,500,000
↓ -9,724
UPL Ltd (Basic Materials)
Equity, Since 28 Feb 07 | UPL
3%₹79 Cr1,000,000
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Dec 16 | 500825
3%₹64 Cr200,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 16 | SBIN
3%₹62 Cr2,114,265
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jul 10 | 500820
3%₹60 Cr425,000
Colgate-Palmolive (India) Ltd (Consumer Defensive)
Equity, Since 30 Nov 16 | 500830
2%₹54 Cr420,000
Dabur India Ltd (Consumer Defensive)
Equity, Since 30 Nov 16 | 500096
2%₹53 Cr1,200,000
↓ -20,978

How to Invest in Mutual Fund SIP Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

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.
How helpful was this page ?
Rated 4.5, based on 19 reviews.
POST A COMMENT