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

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How to Get 10 Crore by Investing

Updated on January 30, 2023 , 58333 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. It 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).

How to Get 10 Crore Investing in Mutual Funds

Below are the illustrations of how to get 10 Crore in different timeframes by investing in SIP (Systematic Investment plan) of best mutual funds.

1. How to Get 10 Crore in 20 Years

Start Investing Via Mutual Funds SIP of Rs. 76,000 Per Month

If you can spare Rs. 76,000 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 BSE Sensex since inception in 1979), you would be able to create a corpus of Rs 10 crore in 20 years as show below.

10 Crore in 20 Years

Key Assumption based on historical returns are as below:

Assumptions Data
Growth Rate 14%
Inflation Not Factored
Investment Amount (pm) 76,000
Time Period 20 years
Amount Invested 1,82,40,000
Total Corpus 10,00,42,317
Net Gains 8,18,02,317

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

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2. How to Get 10 Crore in 15 Years

Start Investing Via Mutual Funds SIP of Rs. 1,63,200 Per Month

If you can spare Rs 1,63,200 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 BSE SENSEX since inception in 1979), you would be able to create a corpus of Rs 10 crore in 15 years as show below.

10 Crore in 15 Years

Key Assumption based on historical returns are as below-

Assumptions Data
Growth Rate 14%
Inflation Not Factored
Investment Amount (pm) 1,63,200
Time Period 15 years
Amount Invested 2,93,76,000
Total Corpus 10,00,17,737
Net Gains 7,06,41,737

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

3. How to Get 10 Crore in 10 Years

Start Investing Via Mutual Funds SIP of Rs. 3,81,600 Per Month

If you can spare Rs 3,81,600 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 BSE SENSEX since inception in 1979), you would be able to create a corpus of Rs 10 crore in 10 years as show below.

10 Crore in 10 years

Key Assumption based on historical returns are as below-

Assumptions Data
Growth Rate 14%
Inflation Not Factored
Investment Amount (pm) 3,81,600
Time Period 10 years
Amount Invested 4,57,92,000
Total Corpus 10,00,14,072
Net Gains 5,42,22,072

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

Top 10 Performing Mutual Funds

*List of funds based on Assets>= 200 Crore & Sorted on 5 year CAGR Returns.

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 12.1% since its launch.  Ranked 37 in Sectoral category.  Return for 2022 was -23.2% , 2021 was 75.7% and 2020 was 70.6% .

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (01 Feb 23) ₹137.32 ↑ 0.88   (0.64 %)
Net Assets (Cr) ₹8,794 on 31 Dec 22
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.07
Sharpe Ratio -1.37
Information Ratio 1.06
Alpha Ratio -7.36
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 18₹10,000
31 Jan 19₹11,695
31 Jan 20₹11,832
31 Jan 21₹19,316
31 Jan 22₹30,731
31 Jan 23₹26,514

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 ₹518,033.
Net Profit of ₹218,033
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 1 Feb 23

DurationReturns
1 Month 2.9%
3 Month 0.3%
6 Month 2%
1 Year -14.6%
3 Year 31.1%
5 Year 21.7%
10 Year
15 Year
Since launch 12.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -23.2%
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%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Vaibhav Dusad2 May 202.67 Yr.
Sharmila D’mello30 Jun 220.51 Yr.

Data below for ICICI Prudential Technology Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Technology77.94%
Communication Services14.81%
Industrials1.91%
Consumer Cyclical1.51%
Energy0.1%
Financial Services0.07%
Consumer Defensive0.06%
Asset Allocation
Asset ClassValue
Cash3.59%
Equity96.41%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
35%₹3,042 Cr20,171,950
↑ 526,766
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
18%₹1,586 Cr4,869,655
↓ -2,837
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
9%₹753 Cr7,242,552
↓ -1,219,624
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
8%₹722 Cr8,955,724
↑ 571,524
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | WIPRO
4%₹377 Cr9,594,302
↓ -1,551,782
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | TECHM
3%₹273 Cr2,683,650
↓ -328,256
LTIMindtree Ltd (Technology)
Equity, Since 31 Jul 16 | LTIM
2%₹168 Cr384,915
↓ -16,980
Zee Entertainment Enterprises Ltd (Communication Services)
Equity, Since 31 Jan 22 | ZEEL
2%₹136 Cr5,670,671
↑ 330,100
Accenture PLC Class A (Technology)
Equity, Since 28 Feb 21 | ACN
1%₹96 Cr43,600
IndiaMART InterMESH Ltd (Communication Services)
Equity, Since 30 Jun 20 | INDIAMART
1%₹83 Cr192,122
↑ 28,962

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 18% since its launch.  Return for 2022 was -23.3% , 2021 was 74.4% and 2020 was 54.8% .

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (01 Feb 23) ₹32.3029 ↑ 0.21   (0.66 %)
Net Assets (Cr) ₹6,464 on 31 Dec 22
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 0
Sharpe Ratio -1.37
Information Ratio 0.51
Alpha Ratio -2.44
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
31 Jan 18₹10,000
31 Jan 19₹11,939
31 Jan 20₹12,434
31 Jan 21₹18,966
31 Jan 22₹29,562
31 Jan 23₹25,594

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 ₹518,033.
Net Profit of ₹218,033
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 1 Feb 23

DurationReturns
1 Month 3.2%
3 Month -0.3%
6 Month 1.4%
1 Year -14.3%
3 Year 27.5%
5 Year 21%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -23.3%
2021 74.4%
2020 54.8%
2019 7.5%
2018 24.9%
2017 19.6%
2016 -6%
2015
2014
2013
Fund Manager information for TATA Digital India Fund
NameSinceTenure
Meeta Shetty9 Mar 211.82 Yr.
Venkat Samala26 Nov 202.1 Yr.

Data below for TATA Digital India Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Technology76.04%
Communication Services11.71%
Industrials4%
Consumer Cyclical1.65%
Financial Services0.53%
Health Care0.11%
Consumer Defensive0.1%
Utility0.02%
Energy0.01%
Real Estate0%
Asset Allocation
Asset ClassValue
Cash5.83%
Equity94.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
26%₹1,654 Cr10,964,598
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
18%₹1,147 Cr3,523,371
↑ 100,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
9%₹560 Cr5,383,886
↓ -381,487
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL
9%₹550 Cr6,819,200
↑ 800,000
LTIMindtree Ltd (Technology)
Equity, Since 28 Feb 21 | LTIM
7%₹431 Cr988,062
↑ 62,583
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | TECHM
5%₹298 Cr2,935,094
↓ -1,152,000
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | WIPRO
3%₹197 Cr5,013,632
Cyient Ltd (Industrials)
Equity, Since 28 Feb 21 | CYIENT
2%₹101 Cr1,244,297
↑ 13,408
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
2%₹98 Cr254,212
Global X Cybersecurity ETF
- | -
1%₹93 Cr542,170
↑ 183,170

3. 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 20.1% since its launch.  Ranked 42 in Sectoral category.  Return for 2022 was -15.5% , 2021 was 66.4% and 2020 was 47.3% .

Below is the key information for SBI Technology Opportunities Fund

SBI Technology Opportunities Fund
Growth
Launch Date 9 Jan 13
NAV (01 Feb 23) ₹144.803 ↑ 0.96   (0.67 %)
Net Assets (Cr) ₹2,741 on 31 Dec 22
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.26
Sharpe Ratio -0.93
Information Ratio 0.78
Alpha Ratio 1.46
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
31 Jan 18₹10,000
31 Jan 19₹11,309
31 Jan 20₹12,287
31 Jan 21₹17,793
31 Jan 22₹26,341
31 Jan 23₹25,546

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 ₹505,644.
Net Profit of ₹205,644
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 1 Feb 23

DurationReturns
1 Month 4.3%
3 Month 3.5%
6 Month 6.6%
1 Year -4%
3 Year 27.9%
5 Year 20.8%
10 Year
15 Year
Since launch 20.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -15.5%
2021 66.4%
2020 47.3%
2019 12.2%
2018 17.1%
2017 13%
2016 -3.3%
2015 2.4%
2014 29.2%
2013
Fund Manager information for SBI Technology Opportunities Fund
NameSinceTenure
Saurabh Pant1 Jan 221 Yr.
Mohit Jain1 Jan 221 Yr.

Data below for SBI Technology Opportunities Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Technology71.44%
Communication Services18.14%
Consumer Cyclical0.39%
Health Care0.21%
Consumer Defensive0.18%
Industrials0.13%
Utility0.04%
Financial Services0.02%
Energy0.01%
Real Estate0.01%
Asset Allocation
Asset ClassValue
Cash9.43%
Equity90.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
29%₹784 Cr5,200,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
13%₹358 Cr1,100,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
10%₹282 Cr3,500,000
↑ 200,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH
6%₹177 Cr1,700,000
Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSF
5%₹130 Cr65,000
Wipro Ltd (Technology)
Equity, Since 30 Apr 21 | WIPRO
4%₹121 Cr3,080,000
Netflix Inc (Communication Services)
Equity, Since 31 Aug 21 | NFC
4%₹113 Cr47,000
↓ -31,955
NVIDIA Corp (Technology)
Equity, Since 30 Apr 21 | NVDA
4%₹100 Cr83,000
↓ -74,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 22 | TECHM
3%₹84 Cr830,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 22 | PERSISTENT
3%₹77 Cr200,000
↑ 107,822

4. 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 11.4% since its launch.  Ranked 33 in Sectoral category.  Return for 2022 was -21.6% , 2021 was 70.5% and 2020 was 59% .

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 (01 Feb 23) ₹119.5 ↑ 0.33   (0.28 %)
Net Assets (Cr) ₹3,244 on 31 Dec 22
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.19
Sharpe Ratio -1.26
Information Ratio 0.88
Alpha Ratio -5.28
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
31 Jan 18₹10,000
31 Jan 19₹10,882
31 Jan 20₹12,111
31 Jan 21₹18,525
31 Jan 22₹28,403
31 Jan 23₹25,036

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 ₹505,644.
Net Profit of ₹205,644
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 1 Feb 23

DurationReturns
1 Month 2.8%
3 Month 0.2%
6 Month 2.4%
1 Year -13%
3 Year 27.5%
5 Year 20.1%
10 Year
15 Year
Since launch 11.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -21.6%
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%
Fund Manager information for Aditya Birla Sun Life Digital India Fund
NameSinceTenure
Kunal Sangoi15 Jan 148.97 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Technology80.19%
Communication Services8.91%
Industrials7.06%
Consumer Cyclical2.09%
Financial Services0.69%
Asset Allocation
Asset ClassValue
Cash1.05%
Equity98.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
25%₹826 Cr5,478,401
↑ 100,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
10%₹340 Cr1,045,450
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH
9%₹288 Cr2,771,227
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | TECHM
8%₹261 Cr2,563,833
LTIMindtree Ltd (Technology)
Equity, Since 31 Mar 21 | LTIM
7%₹214 Cr490,179
↑ 60,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
5%₹170 Cr2,114,697
↓ -250,000
Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE
3%₹107 Cr275,281
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
3%₹106 Cr1,306,398
Birlasoft Ltd (Technology)
Equity, Since 30 Sep 20 | BSOFT
2%₹78 Cr2,620,432
↑ 549,736
Wipro Ltd (Technology)
Equity, Since 31 Jan 21 | WIPRO
2%₹71 Cr1,800,817

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
31 Jan 18₹10,000
31 Jan 19₹8,725
31 Jan 20₹10,078
31 Jan 21₹11,576

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 1 Feb 23

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
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
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. 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
31 Jan 18₹10,000
31 Jan 19₹9,829
31 Jan 20₹11,374
31 Jan 21₹12,516

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 1 Feb 23

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
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
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

7. PGIM India Midcap Opportunities Fund

The primary objective of the Scheme is to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies. However, there is no assurance that the investment objective of the Scheme will be realized.

PGIM India Midcap Opportunities Fund is a Equity - Mid Cap fund was launched on 2 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 17.1% since its launch.  Ranked 40 in Mid Cap category.  Return for 2022 was -1.7% , 2021 was 63.8% and 2020 was 48.4% .

Below is the key information for PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund
Growth
Launch Date 2 Dec 13
NAV (01 Feb 23) ₹42.42 ↓ -0.24   (-0.56 %)
Net Assets (Cr) ₹7,558 on 31 Dec 22
Category Equity - Mid Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 0
Sharpe Ratio -0.31
Information Ratio 1.24
Alpha Ratio -5.7
Min Investment 5,000
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 18₹10,000
31 Jan 19₹8,421
31 Jan 20₹9,640
31 Jan 21₹13,641
31 Jan 22₹21,564
31 Jan 23₹21,046

PGIM India Midcap 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 PGIM India Midcap 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 1 Feb 23

DurationReturns
1 Month -3%
3 Month -6%
6 Month -2.5%
1 Year -4%
3 Year 29.5%
5 Year 15.9%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -1.7%
2021 63.8%
2020 48.4%
2019 3.6%
2018 -16.1%
2017 37%
2016 -1.3%
2015 7.9%
2014 42.8%
2013
Fund Manager information for PGIM India Midcap Opportunities Fund
NameSinceTenure
Aniruddha Naha1 Jun 211.59 Yr.
Puneet Pal16 Jul 220.46 Yr.
Vivek Sharma1 Jun 211.59 Yr.

Data below for PGIM India Midcap Opportunities Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Industrials23.41%
Consumer Cyclical18.3%
Financial Services17.99%
Basic Materials9.24%
Health Care7.42%
Consumer Defensive5.51%
Real Estate3.03%
Technology3%
Utility1.4%
Communication Services1.37%
Asset Allocation
Asset ClassValue
Cash9.34%
Equity90.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | CUMMINSIND
4%₹314 Cr2,272,298
↑ 250,000
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 22 | HDFCBANK
4%₹294 Cr1,808,204
Bata India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | BATAINDIA
4%₹277 Cr1,679,700
↑ 250,000
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
4%₹277 Cr19,906,857
↑ 4,000,000
Kajaria Ceramics Ltd (Industrials)
Equity, Since 31 Oct 21 | KAJARIACER
4%₹270 Cr2,326,766
↑ 50,000
Timken India Ltd (Industrials)
Equity, Since 30 Sep 21 | TIMKEN
4%₹267 Cr860,000
↓ -45,274
SKF India Ltd (Industrials)
Equity, Since 28 Feb 21 | SKFINDIA
3%₹241 Cr536,509
↑ 110,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | VBL
3%₹236 Cr1,781,539
↑ 152,500
Aditya Birla Fashion and Retail Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | ABFRL
3%₹235 Cr8,164,900
↑ 1,596,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Jul 22 | JUBLFOOD
3%₹225 Cr4,398,000
↑ 450,000

8. 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 18.1% since its launch.  Ranked 41 in Sectoral category.  Return for 2022 was -22.3% , 2021 was 39% and 2020 was 56.8% .

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (01 Feb 23) ₹296.282 ↑ 2.32   (0.79 %)
Net Assets (Cr) ₹679 on 31 Dec 22
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.45
Sharpe Ratio -1.56
Information Ratio -0.42
Alpha Ratio -10.48
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 18₹10,000
31 Jan 19₹11,015
31 Jan 20₹12,059
31 Jan 21₹18,458
31 Jan 22₹23,144
31 Jan 23₹20,440

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 ₹447,579.
Net Profit of ₹147,579
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 1 Feb 23

DurationReturns
1 Month 4.5%
3 Month 4.2%
6 Month 2.3%
1 Year -11.7%
3 Year 19.2%
5 Year 15.4%
10 Year
15 Year
Since launch 18.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -22.3%
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%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure
Anand Radhakrishnan3 Mar 0715.84 Yr.
Varun Sharma30 Nov 157.09 Yr.
Sandeep Manam18 Oct 211.21 Yr.

Data below for Franklin India Technology Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Technology63.09%
Communication Services14.5%
Consumer Cyclical8.7%
Industrials4.52%
Financial Services3.37%
Basic Materials0.74%
Real Estate0.27%
Health Care0.16%
Energy0.03%
Consumer Defensive0%
Asset Allocation
Asset ClassValue
Cash3.68%
Equity96.06%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
16%₹109 Cr722,794
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
13%₹91 Cr280,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
10%₹65 Cr628,738
Franklin Technology I Acc USD
Investment Fund | -
8%₹56 Cr175,810
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
6%₹41 Cr509,988
↓ -48,429
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | TECHM
4%₹29 Cr284,336
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI
3%₹24 Cr60,265
Cyient Ltd (Industrials)
Equity, Since 31 Dec 06 | CYIENT
3%₹21 Cr255,722
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
3%₹20 Cr3,343,398
↑ 299,291
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
2%₹17 Cr368,867
↑ 57,714

9. ICICI Prudential US Bluechip Equity Fund

The investment objective of ICICI Prudential US Bluechip Equity Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities (including ADRs/GDRs issued by Indian and foreign companies) of companies listed on New York Stock Exchange and/or NASDAQ. However, there can be no assurance that the investment objective of the Scheme will be realized.

ICICI Prudential US Bluechip Equity Fund is a Equity - Global fund was launched on 6 Jul 12. It is a fund with High risk and has given a CAGR/Annualized return of 16% since its launch.  Ranked 7 in Global category.  Return for 2022 was -7.1% , 2021 was 22.5% and 2020 was 18.6% .

Below is the key information for ICICI Prudential US Bluechip Equity Fund

ICICI Prudential US Bluechip Equity Fund
Growth
Launch Date 6 Jul 12
NAV (31 Jan 23) ₹47.89 ↑ 0.93   (1.98 %)
Net Assets (Cr) ₹2,121 on 31 Dec 22
Category Equity - Global
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.26
Sharpe Ratio -0.44
Information Ratio -0.37
Alpha Ratio 1.62
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-3 Months (3%),3-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 18₹10,000
31 Jan 19₹11,007
31 Jan 20₹13,236
31 Jan 21₹15,512
31 Jan 22₹19,160
31 Jan 23₹19,921

ICICI Prudential US Bluechip 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 ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for ICICI Prudential US Bluechip 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 1 Feb 23

DurationReturns
1 Month 10.7%
3 Month 13.9%
6 Month 7.4%
1 Year 4%
3 Year 14.6%
5 Year 14.8%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -7.1%
2021 22.5%
2020 18.6%
2019 34.3%
2018 5.2%
2017 14.1%
2016 11.6%
2015 0.7%
2014 12.7%
2013 45.7%
Fund Manager information for ICICI Prudential US Bluechip Equity Fund
NameSinceTenure
Rohan Maru19 Sep 139.29 Yr.
Sharmila D’mello1 Jul 220.5 Yr.

Data below for ICICI Prudential US Bluechip Equity Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Technology28.55%
Industrials18.23%
Financial Services13.16%
Communication Services11.54%
Health Care11%
Consumer Cyclical10.85%
Basic Materials4.77%
Utility0.21%
Asset Allocation
Asset ClassValue
Cash1.69%
Equity98.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Meta Platforms Inc Class A (Communication Services)
Equity, Since 31 Mar 21 | META
3%₹71 Cr70,922
Equifax Inc (Industrials)
Equity, Since 30 Sep 21 | EFX
3%₹67 Cr41,664
MercadoLibre Inc (Consumer Cyclical)
Equity, Since 31 Dec 21 | MELI
3%₹67 Cr9,536
Adobe Inc (Technology)
Equity, Since 31 Mar 22 | ADBE
3%₹65 Cr23,301
The Walt Disney Co (Communication Services)
Equity, Since 31 Dec 21 | DIS
3%₹64 Cr88,803
Boeing Co (Industrials)
Equity, Since 31 Mar 20 | BA
3%₹63 Cr40,107
↓ -9,800
BlackRock Inc (Financial Services)
Equity, Since 31 Mar 22 | BLK
3%₹62 Cr10,641
Veeva Systems Inc Class A (Healthcare)
Equity, Since 31 Oct 21 | VEEV
3%₹62 Cr46,566
Zimmer Biomet Holdings Inc (Healthcare)
Equity, Since 31 Mar 17 | ZIM
3%₹61 Cr58,061
↓ -6,016
Microsoft Corp (Technology)
Equity, Since 30 Jun 16 | MSF
3%₹61 Cr30,804
↓ -4,310

10. IIFL Focused Equity Fund

(Erstwhile IIFL India Growth Fund)

The investment objective of the scheme is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

IIFL Focused Equity Fund is a Equity - Focused fund was launched on 30 Oct 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.3% since its launch.  Return for 2022 was -0.9% , 2021 was 36.4% and 2020 was 23.8% .

Below is the key information for IIFL Focused Equity Fund

IIFL Focused Equity Fund
Growth
Launch Date 30 Oct 14
NAV (01 Feb 23) ₹30.1268 ↓ -0.09   (-0.29 %)
Net Assets (Cr) ₹3,417 on 31 Dec 22
Category Equity - Focused
AMC IIFL Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 0
Sharpe Ratio -0.29
Information Ratio 0.16
Alpha Ratio -5.58
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-2 Months (2%),2 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 18₹10,000
31 Jan 19₹9,519
31 Jan 20₹12,433
31 Jan 21₹15,022
31 Jan 22₹20,209
31 Jan 23₹20,107

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

Returns for IIFL Focused 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 1 Feb 23

DurationReturns
1 Month -1.1%
3 Month -2.3%
6 Month 4.4%
1 Year -1.7%
3 Year 17.3%
5 Year 14.7%
10 Year
15 Year
Since launch 14.3%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -0.9%
2021 36.4%
2020 23.8%
2019 27.3%
2018 -6.8%
2017 30%
2016 9.9%
2015 1.8%
2014
2013
Fund Manager information for IIFL Focused Equity Fund
NameSinceTenure
Mayur Patel11 Nov 193.14 Yr.

Data below for IIFL Focused Equity Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services34.61%
Industrials13.37%
Consumer Cyclical12.24%
Basic Materials8.89%
Technology8.33%
Health Care6.17%
Communication Services4.89%
Consumer Defensive2.84%
Utility2.73%
Energy1.99%
Asset Allocation
Asset ClassValue
Cash3.94%
Equity96.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK
9%₹304 Cr1,866,907
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
9%₹293 Cr3,287,614
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
6%₹210 Cr1,390,858
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | AXISBANK
5%₹172 Cr1,845,709
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT
5%₹164 Cr784,154
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL
5%₹163 Cr2,020,031
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
5%₹160 Cr2,603,526
Cummins India Ltd (Industrials)
Equity, Since 31 Jul 22 | CUMMINSIND
3%₹105 Cr758,163
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 21 | TATAMOTORS
3%₹103 Cr2,643,181
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 22 | APLAPOLLO
3%₹98 Cr896,883

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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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