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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 September 17, 2020 , 19729 views

Investing via Monthly Mutual Funds SIP

Investing in an equity mutual fund scheme via an SIP is the best way to achieve your long-term goals. Equity has the potential to offer superior returns than other asset classes. It may also help you to beat Inflation which is essential to achieve long-term goals. They also enjoy favourable taxation. Now, long-term capital gains tax on investments held over a year was tax-free (From union budget of FY 18-19 from 1st FEB Gains over above 1 Lakh in year will be taxed @ 10% i.e if one gains 1.1 Lakhs in a financial year in long term capital gains he has to pay tax on 1,10,000 - 1,00,000 = 10,000. 10% on 10,000 = 1,000 in Taxes).

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How to Get 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

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. DSP BlackRock World Gold Fund

"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized."

DSP BlackRock World Gold Fund is a Equity - Global fund was launched on 14 Sep 07. It is a fund with High risk and has given a CAGR/Annualized return of 6.2% since its launch.  Ranked 11 in Global category.  Return for 2019 was 35.1% , 2018 was -10.7% and 2017 was -4% .

Below is the key information for DSP BlackRock World Gold Fund

DSP BlackRock World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (17 Sep 20) ₹21.9427 ↓ -0.69   (-3.04 %)
Net Assets (Cr) ₹772 on 31 Jul 20
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.67
Sharpe Ratio 1.17
Information Ratio -1.13
Alpha Ratio -8.2
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 Aug 15₹10,000
31 Aug 16₹17,384
31 Aug 17₹15,389
31 Aug 18₹12,302
31 Aug 19₹18,221
31 Aug 20₹26,805

DSP BlackRock World Gold 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 DSP BlackRock World Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Sep 20

DurationReturns
1 Month -2%
3 Month 22.7%
6 Month 74.8%
1 Year 54%
3 Year 19.8%
5 Year 21.7%
10 Year
15 Year
Since launch 6.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 35.1%
2018 -10.7%
2017 -4%
2016 52.7%
2015 -18.5%
2014 -3%
2013 -41.5%
2012 -5.8%
2011 -2.6%
2010 29%
Fund Manager information for DSP BlackRock World Gold Fund
NameSinceTenure
Jay Kothari1 Mar 137.51 Yr.

Data below for DSP BlackRock World Gold Fund as on 31 Jul 20

Equity Sector Allocation
SectorValue
Basic Materials94.54%
Asset Allocation
Asset ClassValue
Cash3.48%
Equity95.65%
Debt0.01%
Other0.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -
97%₹807 Cr1,982,553
↑ 186,366
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
3%₹29 Cr
Net Receivables/Payables
Net Current Assets | -
1%-₹5 Cr

2. Franklin India Feeder - Franklin U S Opportunities Fund

The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America.

Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a CAGR/Annualized return of 18.9% since its launch.  Ranked 6 in Global category.  Return for 2019 was 34.2% , 2018 was 6.5% and 2017 was 18.1% .

Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund

Franklin India Feeder - Franklin U S Opportunities Fund
Growth
Launch Date 6 Feb 12
NAV (17 Sep 20) ₹44.4997 ↓ -0.45   (-1.01 %)
Net Assets (Cr) ₹2,075 on 31 Jul 20
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.74
Sharpe Ratio 1.41
Information Ratio 0.03
Alpha Ratio -1.48
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 15₹10,000
31 Aug 16₹9,887
31 Aug 17₹11,228
31 Aug 18₹15,345
31 Aug 19₹15,921
31 Aug 20₹22,725

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Franklin India Feeder - Franklin U S Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Sep 20

DurationReturns
1 Month -2.6%
3 Month 6.4%
6 Month 48.1%
1 Year 34.2%
3 Year 24.3%
5 Year 16%
10 Year
15 Year
Since launch 18.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
2010
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Mayank Bukrediwala24 Aug 200.02 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Jul 20

Equity Sector Allocation
SectorValue
Technology26.46%
Health Care16.8%
Financial Services14.24%
Consumer Cyclical11.74%
Communication Services8.36%
Real Estate6.07%
Industrials5.94%
Consumer Defensive2.19%
Basic Materials1.05%
Asset Allocation
Asset ClassValue
Cash3.38%
Equity93.08%
Other3.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹2,255 Cr4,520,305
↑ 159,742
Call, Cash & Other Assets
Receivables | -
0%₹5 Cr

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 10% since its launch.  Ranked 33 in Sectoral category.  Return for 2019 was 9.6% , 2018 was 15.6% and 2017 was 22.4% .

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 (18 Sep 20) ₹71.19 ↑ 0.06   (0.08 %)
Net Assets (Cr) ₹490 on 31 Jul 20
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.75
Sharpe Ratio 0.61
Information Ratio 0.36
Alpha Ratio 3.2
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 Aug 15₹10,000
31 Aug 16₹10,040
31 Aug 17₹10,489
31 Aug 18₹15,908
31 Aug 19₹15,436
31 Aug 20₹19,047

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 ₹447,579.
Net Profit of ₹147,579
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 17 Sep 20

DurationReturns
1 Month 6.4%
3 Month 36.5%
6 Month 65.6%
1 Year 30.7%
3 Year 24.6%
5 Year 15.2%
10 Year
15 Year
Since launch 10%
Historical performance (Yearly) on absolute basis
YearReturns
2019 9.6%
2018 15.6%
2017 22.4%
2016 -3.5%
2015 11.2%
2014 21.1%
2013 50.2%
2012 3.7%
2011 -21.8%
2010 16.6%
Fund Manager information for Aditya Birla Sun Life Digital India Fund
NameSinceTenure
Kunal Sangoi15 Jan 146.63 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 31 Jul 20

Equity Sector Allocation
SectorValue
Technology70.38%
Communication Services15.53%
Industrials10.91%
Asset Allocation
Asset ClassValue
Cash3.17%
Equity96.82%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
25%₹137 Cr1,470,909
↑ 10,320
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
11%₹58 Cr1,131,086
↑ 100,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
10%₹52 Cr703,618
↑ 364,606
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH
7%₹36 Cr524,266
Majesco Ltd (Technology)
Equity, Since 31 Jan 18 | 539289
6%₹35 Cr457,451
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
6%₹30 Cr769,609
↓ -15,000
Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Jun 18 | 517174
5%₹27 Cr8,159
Apple Inc (Technology)
Equity, Since 30 Nov 18 | AAPL
4%₹23 Cr6,286
↓ -18,858
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
4%₹21 Cr93,703
Just Dial Ltd (Communication Services)
Equity, Since 30 Sep 19 | 535648
4%₹19 Cr518,759
↑ 116,941

4. SBI Small Cap Fund

(Erstwhile SBI Small & Midcap Fund)

The Scheme seeks to generate income and long term capital appreciation by investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies

SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.7% since its launch.  Ranked 4 in Small Cap category.  Return for 2019 was 6.1% , 2018 was -19.6% and 2017 was 78.7% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (18 Sep 20) ₹60.2569 ↓ -0.51   (-0.85 %)
Net Assets (Cr) ₹4,270 on 31 Jul 20
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.57
Sharpe Ratio 0.17
Information Ratio 1.08
Alpha Ratio -0.06
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 Aug 15₹10,000
31 Aug 16₹11,704
31 Aug 17₹14,992
31 Aug 18₹18,130
31 Aug 19₹15,607
31 Aug 20₹18,350

SBI Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for SBI Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Sep 20

DurationReturns
1 Month 6.6%
3 Month 27.1%
6 Month 38.7%
1 Year 22.2%
3 Year 6.6%
5 Year 14.3%
10 Year
15 Year
Since launch 17.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 6.1%
2018 -19.6%
2017 78.7%
2016 1.3%
2015 20.6%
2014 110.7%
2013 7.8%
2012 31.9%
2011 -24.3%
2010 19%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 136.8 Yr.

Data below for SBI Small Cap Fund as on 31 Jul 20

Equity Sector Allocation
SectorValue
Industrials32.25%
Basic Materials20.97%
Consumer Cyclical19.19%
Financial Services5.82%
Consumer Defensive4.7%
Technology4.41%
Health Care4.06%
Communication Services1.61%
Utility0.61%
Real Estate0.37%
Asset Allocation
Asset ClassValue
Cash5.6%
Equity94.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 522074
5%₹243 Cr11,000,000
PI Industries Ltd (Basic Materials)
Equity, Since 31 Jul 20 | PIIND
4%₹211 Cr1,147,476
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
4%₹194 Cr1,305,235
↑ 300,000
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
4%₹184 Cr2,900,000
↑ 985,120
City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB
3%₹176 Cr13,000,000
↑ 2,000,000
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | 542141
3%₹174 Cr8,514,428
↑ 5,379,678
Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | 508486
3%₹169 Cr352,000
Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 531531
3%₹159 Cr2,135,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 532504
3%₹154 Cr790,000
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 19 | 540762
3%₹149 Cr2,300,000

5. 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 10.7% since its launch.  Ranked 37 in Sectoral category.  Return for 2019 was 2.3% , 2018 was 19.1% and 2017 was 19.8% .

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (18 Sep 20) ₹81.02 ↑ 0.14   (0.17 %)
Net Assets (Cr) ₹475 on 31 Jul 20
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.76
Sharpe Ratio 0.46
Information Ratio -0.6
Alpha Ratio -1.76
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 Aug 15₹10,000
31 Aug 16₹9,304
31 Aug 17₹9,571
31 Aug 18₹14,503
31 Aug 19₹14,329
31 Aug 20₹17,165

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 ₹436,710.
Net Profit of ₹136,710
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 17 Sep 20

DurationReturns
1 Month 12.8%
3 Month 49.3%
6 Month 89.5%
1 Year 34.6%
3 Year 25.9%
5 Year 14.1%
10 Year
15 Year
Since launch 10.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 2.3%
2018 19.1%
2017 19.8%
2016 -4%
2015 3.9%
2014 26.3%
2013 62.6%
2012 17.1%
2011 -18.9%
2010 44.5%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Sankaran Naren14 Jul 173.14 Yr.
Priyanka Khandelwal8 Jul 200.15 Yr.
Vaibhav Dusad2 May 200.33 Yr.

Data below for ICICI Prudential Technology Fund as on 31 Jul 20

Equity Sector Allocation
SectorValue
Technology71.35%
Communication Services21.19%
Industrials4.89%
Consumer Defensive0.71%
Asset Allocation
Asset ClassValue
Cash1.86%
Equity98.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
27%₹149 Cr1,609,724
↓ -200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
10%₹53 Cr1,036,840
↑ 515,576
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
7%₹36 Cr158,185
↑ 85,000
IndiaMART InterMESH Ltd (Communication Services)
Equity, Since 30 Jun 20 | 542726
6%₹32 Cr86,256
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
5%₹26 Cr356,099
↑ 183,973
Hexaware Technologies Ltd (Technology)
Equity, Since 31 May 20 | 532129
5%₹25 Cr623,965
↓ -50,000
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 507685
4%₹22 Cr806,936
↑ 130,000
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Jul 16 | 540005
4%₹22 Cr88,788
↓ -7,630
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Aug 20 | NAUKRI
3%₹16 Cr48,545
↑ 48,545
TeamLease Services Ltd (Industrials)
Equity, Since 31 May 20 | TEAMLEASE
3%₹15 Cr64,340

6. Parag Parikh Long Term Equity Fund

(Erstwhile Parag Parikh Long Term Value Fund)

The investment objective of the scheme is to seek to generate long-term capital growth from an actively managed portfolio primarily of equity and equity related securities.

Parag Parikh Long Term Equity Fund is a Equity - Multi Cap fund was launched on 24 May 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.9% since its launch.  Ranked 34 in Multi Cap category.  Return for 2019 was 14.4% , 2018 was -0.4% and 2017 was 29.4% .

Below is the key information for Parag Parikh Long Term Equity Fund

Parag Parikh Long Term Equity Fund
Growth
Launch Date 24 May 13
NAV (18 Sep 20) ₹31.318 ↑ 0.11   (0.36 %)
Net Assets (Cr) ₹4,014 on 31 Jul 20
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.48
Sharpe Ratio 0.57
Information Ratio 1.06
Alpha Ratio 15.1
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 15₹10,000
31 Aug 16₹11,297
31 Aug 17₹13,040
31 Aug 18₹15,692
31 Aug 19₹14,987
31 Aug 20₹18,891

Parag Parikh Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Parag Parikh Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Sep 20

DurationReturns
1 Month 3%
3 Month 19.2%
6 Month 45.6%
1 Year 26.2%
3 Year 12.5%
5 Year 13.9%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 14.4%
2018 -0.4%
2017 29.4%
2016 3.3%
2015 8.9%
2014 44.8%
2013
2012
2011
2010
Fund Manager information for Parag Parikh Long Term Equity Fund
NameSinceTenure
Raj Mehta27 Jan 164.6 Yr.
Rajeev Thakkar24 May 137.28 Yr.
Raunak Onkar24 May 137.28 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 31 Jul 20

Equity Sector Allocation
SectorValue
Financial Services23.94%
Consumer Cyclical21.95%
Technology17.18%
Communication Services13.04%
Consumer Defensive10.62%
Health Care7.12%
Asset Allocation
Asset ClassValue
Cash6.15%
Equity93.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN
9%₹384 Cr15,323
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
8%₹360 Cr18,844,235
↑ 6,378,393
Alphabet Inc Class C (Communication Services)
Equity, Since 31 Oct 15 | GOOG
7%₹319 Cr26,373
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 14 | PERSISTENT
6%₹284 Cr2,958,527
Facebook Inc A (Communication Services)
Equity, Since 31 Jul 17 | FB
6%₹269 Cr124,349
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO
5%₹241 Cr802,207
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 500490
5%₹238 Cr889,164
Mphasis Ltd (Technology)
Equity, Since 30 Jun 13 | 526299
5%₹216 Cr1,955,578
Suzuki Motor Corp ADR (Consumer Cyclical)
Equity, Since 31 Dec 17 | SZKMY
4%₹169 Cr142,519
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK
4%₹167 Cr1,499,309
↓ -786,600

7. 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 16.2% since its launch.  Ranked 7 in Global category.  Return for 2019 was 34.3% , 2018 was 5.2% and 2017 was 14.1% .

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 (17 Sep 20) ₹34.28 ↓ -0.24   (-0.70 %)
Net Assets (Cr) ₹744 on 31 Jul 20
Category Equity - Global
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.08
Sharpe Ratio 0.88
Information Ratio -0.28
Alpha Ratio 0.71
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 Aug 15₹10,000
31 Aug 16₹11,070
31 Aug 17₹11,800
31 Aug 18₹15,241
31 Aug 19₹15,965
31 Aug 20₹19,615

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 ₹426,080.
Net Profit of ₹126,080
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 17 Sep 20

DurationReturns
1 Month -0.2%
3 Month 1.4%
6 Month 28.4%
1 Year 16.2%
3 Year 17.4%
5 Year 13.9%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 34.3%
2018 5.2%
2017 14.1%
2016 11.6%
2015 0.7%
2014 12.7%
2013 45.7%
2012
2011
2010
Fund Manager information for ICICI Prudential US Bluechip Equity Fund
NameSinceTenure
Rohan Maru19 Sep 136.96 Yr.
Priyanka Khandelwal30 Jun 173.18 Yr.

Data below for ICICI Prudential US Bluechip Equity Fund as on 31 Jul 20

Equity Sector Allocation
SectorValue
Health Care18.49%
Technology17.51%
Consumer Defensive16.08%
Industrials12.44%
Financial Services11.95%
Consumer Cyclical9.9%
Communication Services7.77%
Basic Materials2.71%
Energy1.12%
Asset Allocation
Asset ClassValue
Cash2.02%
Equity97.98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Salesforce.com Inc (Technology)
Equity, Since 31 Dec 18 | CRM
3%₹25 Cr12,340
Aspen Technology Inc (Technology)
Equity, Since 30 Jun 20 | AZPN
3%₹24 Cr25,632
Biogen Inc (Healthcare)
Equity, Since 31 Dec 15 | BIIB
3%₹23 Cr11,038
↑ 1,503
American Express Co (Financial Services)
Equity, Since 31 Mar 20 | AXP
3%₹23 Cr30,776
↑ 2,829
Constellation Brands Inc A (Consumer Defensive)
Equity, Since 31 Mar 20 | STZ
3%₹23 Cr16,697
↑ 1,884
Comcast Corp Class A (Communication Services)
Equity, Since 31 May 20 | CMCSA
3%₹23 Cr68,332
↑ 6,365
Coca-Cola Co (Consumer Defensive)
Equity, Since 30 Jun 20 | KO
3%₹22 Cr61,445
↑ 6,502
Altria Group Inc (Consumer Defensive)
Equity, Since 30 Sep 19 | MO
3%₹22 Cr68,838
↑ 5,178
Kellogg Co (Consumer Defensive)
Equity, Since 31 Dec 18 | K
3%₹22 Cr42,435
↑ 3,644
Gilead Sciences Inc (Healthcare)
Equity, Since 31 May 16 | GILD
3%₹22 Cr45,067
↑ 8,889

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 18.6% since its launch.  Ranked 41 in Sectoral category.  Return for 2019 was 12.4% , 2018 was 11.9% and 2017 was 19.1% .

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (17 Sep 20) ₹216.765 ↑ 2.43   (1.13 %)
Net Assets (Cr) ₹310 on 31 Jul 20
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.67
Sharpe Ratio 0.83
Information Ratio 0.43
Alpha Ratio 9.08
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 Aug 15₹10,000
31 Aug 16₹9,664
31 Aug 17₹10,288
31 Aug 18₹14,230
31 Aug 19₹13,646
31 Aug 20₹17,542

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 ₹426,080.
Net Profit of ₹126,080
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 17 Sep 20

DurationReturns
1 Month 6.1%
3 Month 28.1%
6 Month 59.7%
1 Year 35.1%
3 Year 21.5%
5 Year 13.2%
10 Year
15 Year
Since launch 18.6%
Historical performance (Yearly) on absolute basis
YearReturns
2019 12.4%
2018 11.9%
2017 19.1%
2016 -2.6%
2015 3.8%
2014 16.8%
2013 53.3%
2012 0.3%
2011 -15.5%
2010 32.6%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure
Anand Radhakrishnan3 Mar 0713.51 Yr.
Varun Sharma30 Nov 154.76 Yr.
Pyari Menon26 Sep 190.93 Yr.

Data below for Franklin India Technology Fund as on 31 Jul 20

Equity Sector Allocation
SectorValue
Technology70.34%
Communication Services16.25%
Consumer Cyclical3.37%
Industrials2.54%
Financial Services0.83%
Real Estate0.41%
Health Care0.13%
Asset Allocation
Asset ClassValue
Cash0.53%
Equity93.94%
Other5.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
27%₹88 Cr945,647
Franklin Technology I Acc USD
Investment Fund | -
10%₹33 Cr91,868
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
9%₹29 Cr130,000
↑ 6,012
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
8%₹26 Cr380,000
↑ 9,284
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
6%₹18 Cr360,000
↑ 14,681
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI
5%₹15 Cr46,300
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
5%₹15 Cr200,000
↑ 6,344
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 30 Nov 18 | 2330
3%₹9 Cr88,000
Cyient Ltd (Industrials)
Equity, Since 31 Dec 06 | CYIENT
3%₹8 Cr215,000
↑ 4,857
Cognizant Technology Solutions Corp A (Technology)
Equity, Since 30 Apr 16 | CTSH
2%₹8 Cr15,960
↓ -6,540

9. SBI Magnum COMMA Fund

To generate opportunities for growth along with possibility of consistent returns by investing predominantly in a portfolio of stocks of companies engaged in the commodity business within the following sectors - Oil & Gas, Metals, Materials & Agriculture and in debt & money market instruments.

SBI Magnum COMMA Fund is a Equity - Sectoral fund was launched on 8 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 10% since its launch.  Ranked 9 in Sectoral category.  Return for 2019 was 11.8% , 2018 was -18.7% and 2017 was 39.2% .

Below is the key information for SBI Magnum COMMA Fund

SBI Magnum COMMA Fund
Growth
Launch Date 8 Aug 05
NAV (18 Sep 20) ₹42.3731 ↑ 0.06   (0.14 %)
Net Assets (Cr) ₹244 on 31 Jul 20
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.71
Sharpe Ratio 0.38
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 Aug 15₹10,000
31 Aug 16₹12,750
31 Aug 17₹16,182
31 Aug 18₹16,456
31 Aug 19₹14,445
31 Aug 20₹17,752

SBI Magnum COMMA Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for SBI Magnum COMMA Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Sep 20

DurationReturns
1 Month 3.1%
3 Month 22.5%
6 Month 49%
1 Year 24.9%
3 Year 3.4%
5 Year 13.1%
10 Year
15 Year
Since launch 10%
Historical performance (Yearly) on absolute basis
YearReturns
2019 11.8%
2018 -18.7%
2017 39.2%
2016 32.3%
2015 -6.1%
2014 31.5%
2013 -13.1%
2012 13.9%
2011 -28.5%
2010 9%
Fund Manager information for SBI Magnum COMMA Fund
NameSinceTenure
Richard D'souza1 Aug 146.09 Yr.

Data below for SBI Magnum COMMA Fund as on 31 Jul 20

Equity Sector Allocation
SectorValue
Basic Materials56.71%
Energy25.46%
Consumer Defensive7.02%
Industrials3.2%
Utility2.43%
Asset Allocation
Asset ClassValue
Cash4.74%
Equity95.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE
8%₹20 Cr98,500
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 19 | 500547
7%₹18 Cr443,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 18 | ULTRACEMCO
6%₹15 Cr38,000
Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 11 | TATASTEEL
6%₹15 Cr352,600
Camlin Fine Sciences Ltd (Basic Materials)
Equity, Since 30 Jun 17 | 532834
6%₹14 Cr1,585,628
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Jan 19 | 500387
5%₹12 Cr6,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Nov 18 | 506401
5%₹12 Cr173,000
Rossari Biotech Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 20 | 543213
4%₹11 Cr150,570
Neogen Chemicals Ltd (Basic Materials)
Equity, Since 30 Apr 19 | 542665
4%₹11 Cr163,131
↓ -20,326
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | 519600
4%₹10 Cr425,000

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 11.3% since its launch.  Return for 2019 was 27.3% , 2018 was -6.8% and 2017 was 30% .

Below is the key information for IIFL Focused Equity Fund

IIFL Focused Equity Fund
Growth
Launch Date 30 Oct 14
NAV (18 Sep 20) ₹18.7596 ↑ 0.09   (0.51 %)
Net Assets (Cr) ₹889 on 31 Jul 20
Category Equity - Focused
AMC IIFL Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.42
Sharpe Ratio 0.27
Information Ratio 0.31
Alpha Ratio 7.49
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 Aug 15₹10,000
31 Aug 16₹12,221
31 Aug 17₹13,977
31 Aug 18₹15,716
31 Aug 19₹15,144
31 Aug 20₹17,260

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 ₹415,684.
Net Profit of ₹115,684
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 17 Sep 20

DurationReturns
1 Month 3.3%
3 Month 18%
6 Month 32%
1 Year 18.2%
3 Year 7.8%
5 Year 12.4%
10 Year
15 Year
Since launch 11.3%
Historical performance (Yearly) on absolute basis
YearReturns
2019 27.3%
2018 -6.8%
2017 30%
2016 9.9%
2015 1.8%
2014
2013
2012
2011
2010
Fund Manager information for IIFL Focused Equity Fund
NameSinceTenure
Mayur Patel11 Nov 190.81 Yr.

Data below for IIFL Focused Equity Fund as on 31 Jul 20

Equity Sector Allocation
SectorValue
Financial Services30.26%
Health Care16.23%
Technology12.41%
Basic Materials9.84%
Consumer Cyclical7.92%
Energy7.47%
Communication Services5.7%
Industrials5.43%
Consumer Defensive1.92%
Asset Allocation
Asset ClassValue
Cash2.83%
Equity97.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
10%₹94 Cr2,391,949
↑ 126,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK
6%₹58 Cr520,718
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
6%₹57 Cr614,576
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL
6%₹53 Cr1,033,092
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Oct 19 | 500124
5%₹47 Cr110,687
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 19 | CROMPTON
5%₹44 Cr1,636,932
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Dec 18 | 540005
4%₹38 Cr152,967
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
4%₹36 Cr104,188
Procter & Gamble Health Ltd (Healthcare)
Equity, Since 31 Mar 18 | 500126
4%₹36 Cr74,204
↓ -9,200
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 19 | 500547
3%₹31 Cr765,116

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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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