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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 May 18, 2022 , 52464 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. 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. 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

8. Nippon India Pharma Fund

The primary investment objective of the scheme is to seek to generate consistent returns by investing in equity and equity related or fixed income securities of Pharma and other associated companies.

Nippon India Pharma Fund is a Equity - Sectoral fund was launched on 5 Jun 04. It is a fund with High risk and has given a CAGR/Annualized return of 20.2% since its launch.  Ranked 35 in Sectoral category.  Return for 2021 was 23.9% , 2020 was 66.4% and 2019 was 1.7% .

Below is the key information for Nippon India Pharma Fund

Nippon India Pharma Fund
Growth
Launch Date 5 Jun 04
NAV (20 May 22) ₹272.738 ↑ 6.64   (2.50 %)
Net Assets (Cr) ₹4,851 on 30 Apr 22
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 0.96
Sharpe Ratio 0.08
Information Ratio 0.7
Alpha Ratio -0.13
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₹10,977
30 Apr 19₹11,743
30 Apr 20₹13,712
30 Apr 21₹21,102
30 Apr 22₹21,913

Nippon India Pharma 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 Nippon India Pharma 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 -6.7%
3 Month -3%
6 Month -9.6%
1 Year -5.8%
3 Year 24.4%
5 Year 16.4%
10 Year
15 Year
Since launch 20.2%
Historical performance (Yearly) on absolute basis
YearReturns
2021 23.9%
2020 66.4%
2019 1.7%
2018 3.6%
2017 7.6%
2016 -10.6%
2015 19.4%
2014 49.5%
2013 20.9%
2012 34.8%
Fund Manager information for Nippon India Pharma Fund
NameSinceTenure
Sailesh Raj Bhan1 Apr 0517.09 Yr.
Kinjal Desai25 May 183.94 Yr.

Data below for Nippon India Pharma Fund as on 30 Apr 22

Equity Sector Allocation
SectorValue
Health Care98.17%
Asset Allocation
Asset ClassValue
Cash1.33%
Equity98.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 09 | SUNPHARMA
14%₹678 Cr7,300,976
Cipla Ltd (Healthcare)
Equity, Since 31 May 08 | CIPLA
8%₹412 Cr4,200,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
8%₹383 Cr850,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 11 | DRREDDY
7%₹355 Cr858,077
Lupin Ltd (Healthcare)
Equity, Since 31 Aug 08 | LUPIN
7%₹320 Cr4,300,025
Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Sep 20 | TORNTPHARM
6%₹298 Cr1,057,600
Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 30 Jun 17 | NH
6%₹290 Cr4,142,057
↓ -220,567
Abbott India Ltd (Healthcare)
Equity, Since 31 May 11 | ABBOTINDIA
5%₹243 Cr142,537
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Dec 15 | AUROPHARMA
5%₹220 Cr3,500,000
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Aug 18 | FORTIS
4%₹183 Cr6,840,000

9. Kotak Small Cap Fund

(Erstwhile Kotak Midcap Scheme)

The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities.

Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.1% since its launch.  Ranked 23 in Small Cap category.  Return for 2021 was 70.9% , 2020 was 34.2% and 2019 was 5% .

Below is the key information for Kotak Small Cap Fund

Kotak Small Cap Fund
Growth
Launch Date 24 Feb 05
NAV (20 May 22) ₹152.888 ↑ 2.31   (1.53 %)
Net Assets (Cr) ₹7,385 on 30 Apr 22
Category Equity - Small Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 2.01
Information Ratio 1.36
Alpha Ratio 10.08
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
30 Apr 17₹10,000
30 Apr 18₹11,365
30 Apr 19₹9,687
30 Apr 20₹8,082
30 Apr 21₹16,906
30 Apr 22₹22,500

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

Returns for Kotak 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 -6.9%
3 Month -4.2%
6 Month -10.2%
1 Year 19.1%
3 Year 30.2%
5 Year 16.3%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
2021 70.9%
2020 34.2%
2019 5%
2018 -17.3%
2017 44%
2016 8.9%
2015 7.4%
2014 74%
2013 -4.9%
2012 50.2%
Fund Manager information for Kotak Small Cap Fund
NameSinceTenure
Pankaj Tibrewal21 Jan 1012.28 Yr.

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

Equity Sector Allocation
SectorValue
Industrials30.33%
Consumer Cyclical30.32%
Basic Materials18.69%
Financial Services4.53%
Technology4.47%
Health Care2.89%
Real Estate1.45%
Consumer Defensive1.28%
Energy0.6%
Asset Allocation
Asset ClassValue
Cash5.07%
Equity94.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Century Plyboards (India) Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | CENTURYPLY
5%₹383 Cr6,029,612
↑ 121,778
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | SFL
5%₹339 Cr963,274
↓ -1,849
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | CARBORUNIV
4%₹287 Cr3,748,104
↑ 204,977
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 18 | AMBER
3%₹251 Cr676,952
↑ 24,008
Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | GALAXYSURF
3%₹234 Cr802,595
↑ 10,000
Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO
3%₹225 Cr1,978,982
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI
3%₹213 Cr904,561
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹205 Cr474,169
Supreme Industries Ltd (Industrials)
Equity, Since 31 May 14 | SUPREMEIND
3%₹193 Cr990,770
Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT
3%₹185 Cr2,090,218

10. 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 17.5% since its launch.  Ranked 40 in Mid Cap category.  Return for 2021 was 63.8% , 2020 was 48.4% and 2019 was 3.6% .

Below is the key information for PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund
Growth
Launch Date 2 Dec 13
NAV (20 May 22) ₹39.09 ↑ 0.65   (1.69 %)
Net Assets (Cr) ₹5,012 on 30 Apr 22
Category Equity - Mid Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 2.53
Sharpe Ratio 1.43
Information Ratio 1.31
Alpha Ratio 2.32
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
30 Apr 17₹10,000
30 Apr 18₹11,003
30 Apr 19₹9,496
30 Apr 20₹8,849
30 Apr 21₹17,332
30 Apr 22₹21,931

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 20 May 22

DurationReturns
1 Month -6.3%
3 Month -6.7%
6 Month -11.7%
1 Year 15%
3 Year 30.1%
5 Year 15.9%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
2021 63.8%
2020 48.4%
2019 3.6%
2018 -16.1%
2017 37%
2016 -1.3%
2015 7.9%
2014 42.8%
2013
2012
Fund Manager information for PGIM India Midcap Opportunities Fund
NameSinceTenure
Aniruddha Naha1 Jun 210.91 Yr.
Vivek Sharma1 Jun 210.91 Yr.
Kunal Jain1 Dec 210.41 Yr.

Data below for PGIM India Midcap Opportunities Fund as on 30 Apr 22

Equity Sector Allocation
SectorValue
Industrials23.14%
Basic Materials18.01%
Technology12.4%
Financial Services11.61%
Consumer Cyclical10.78%
Health Care10.58%
Consumer Defensive5.09%
Utility2.85%
Real Estate2.2%
Communication Services2.01%
Asset Allocation
Asset ClassValue
Cash1.35%
Equity98.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 21 | PERSISTENT
5%₹232 Cr486,573
↑ 45,700
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | 500480
4%₹182 Cr1,622,298
↑ 300,000
ABB India Ltd (Industrials)
Equity, Since 30 Sep 21 | ABB
3%₹168 Cr777,973
↑ 50,000
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
3%₹166 Cr17,016,000
↑ 3,766,000
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 22 | HDFCBANK
3%₹165 Cr1,125,000
↑ 400,000
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 31 Jul 21 | DALBHARAT
3%₹165 Cr1,100,154
↑ 43,200
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | 532343
3%₹156 Cr2,500,000
↑ 500,000
Timken India Ltd (Industrials)
Equity, Since 30 Sep 21 | 522113
3%₹150 Cr699,231
↑ 25,000
Ashok Leyland Ltd (Industrials)
Equity, Since 30 Apr 20 | 500477
3%₹147 Cr12,500,000
↑ 2,500,000
Sanofi India Ltd (Healthcare)
Equity, Since 30 Apr 21 | SANOFI
3%₹140 Cr186,423
↑ 15,000

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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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