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Fincash » Mutual Funds » New Zealand-Based NRIs to Invest in Mutual Funds India

Mutual Funds for New Zealand-Based NRI Investing in India

Updated on September 22, 2021 , 482 views

NRIs living in New Zealand can invest in a host of mutual fund schemes as per their investment objectives. Also, one who wants to diversify the investment portfolio and earn optimal returns over the time, Mutual Funds are a great option to consider.

Non-Resident Indians (NRIs) living in New Zealand can benefit from a growing home Economy by Investing in mutual funds in India. Since, the time there were headlines of India announced as the sixth largest economy in the World, it caught many NRIs investors’ attention.

Traditionally, Non-Resident Indians have been more comfortable investing in real estate in India. But, the growing economy of India has broadened the investment choices for them, especially mutual funds.

NRIs most often prefer investing in mutual funds for two main reasons- one is as they can indirectly participate in stocks via equities and the other is they can earn more returns than Bank savings accounts for a short-term by investing in debt funds. Mutual funds are also a great option for portfolio diversification. As MFs invest in multiple securities this diversifies the risk.

New-Zealand-NRI

Mutual Fund Investment for NRIs Living in New Zealand

To invest in Mutual Funds in India one is supposed to open any of the following accounts with an Indian bank:

NRE Account

This is Non-Resident External (NRE) account which can be in the form of savings, current, fixed or Recurring deposit. You need to deposit the foreign currency in this account. To be able to deposit Indian currency, you must open NRO account. There is no upper limit on the transaction amount in an NRE account.

NRO Account

The NRO or Non-Resident Ordinary account is in the form of savings or current account that is meant for NRIs to manage their Income earned in India. In NRO account, foreign currency gets converted into Indian rupees after it gets deposited. An NRO account can be held jointly with another NRI as well as resident Indian (close relatives).

FCNR Account

This stands for Foreign Currency Non-Repatriable account deposits. In this account, NRIs can remit their Earnings in one of the six currencies such as Canadian $, US$, Euro, AU$, Yen, and Pound. Funds can be transferred from other FCNR or NRE accounts. In FCNR, the principal and interest don’t accrue any tax.

Once you open any of these accounts, you need successfully complete your KYC (Know Your Customer), under KYC norms, which is set by SEBI (Securities Exchange Board of India). One can complete their KYC with any of the SEBI-registered intermediates.

KYC Procedure for New Zealand NRIs to Invest in Mutual Funds

To successfully complete your KYC procedure, New Zealand NRIs need to complete certain important steps and furnish documents like:

a. KYC Form

An NRI needs to submit the KYC Form with all the necessary details filled to the SEBI registered intermediate. The documents can be sent by courier/post to the intermediate.

b. Documents

Following are the necessary documents that need to be submitted:

  • Overseas address proof
  • Indian resident address proof
  • A recent photograph
  • Passport copy

In case of NRIs in the Merchant Navy, a mariner’s declaration or certified copy of Continuous Discharge Certificate must be submitted.

c. Attestation

NRIs or PIOs (Person of India Origin) can get the above documents attested by the authorised officials of overseas branches of scheduled commercial banks registered in India, judge, court magistrate, public notaries, or the Indian embassy/consulate general in the country that they are located.

d. In Personal Verification (IPV)

As per SEBI rules, IPV is mandatory for KYC process. The intermediate should conduct the IPV of NRIs/PIOs.

Please note that all the above documents/proofs while submitting should be in the English language.

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Non-Resident Indian (NRI) Mutual Fund Taxation

Capital Gains Tax Rates on NRI Mutual Fund Investments for the Financial Year 2017-18 (Assessment Year 2018-19) are as below:

NRI taxation on Mutual Funds- Capital Gains Tax Rates- FY 2017/2018 (AY- 2018-19)

Types of Mutual Fund Scheme Short Term Capital Gains (STCG) Long Term Capital Gains (LTCG)
Equity Funds- STCG- Units held less than or equal to a year, LTCG- Units held more than a year 15% Nil
Non-Equity Funds- STCG- Units held for 3 years or less, LTCG- Units held for more than 3 years As per Individual’s income tax bracket On listed funds-20% (with indexation), Unlisted funds- 10% (without indexation)

Mutual Fund Taxation on Dividends

  • Dividends on Equity Funds: The dividend received in the hands of unit holder for equity funds is completely tax-free. The dividend is also tax-free to the AMC.

  • Dividends on Debt Funds: The AMC has to pay a dividend distribution tax (DDT) of 28.84% before distributing this dividend income to its unit-holders. The dividend income received by a Debt fund unit holder is also tax-free.

Below is the TDS rate applicable on MF redemptions by NRIs for AY 2018-19.

NRI Taxation on Mutual Funds- Capital Gains Tax Rates- FY 2017/2018 (AY- 2018-19)

Mutual Fund Redemptions by NRIs & TDS Rate STCG & TDS Rate LTCG & TDS Rate
Type of MF Scheme
Equity Oriented Funds 15% Nil
Debt Funds 30% On listed funds- 20% (with indexation), unlisted funds- 10% (without indexation)

Best Mutual Funds for New Zealand NRIs

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
L&T Emerging Businesses Fund Growth ₹43.126
↑ 0.31
₹7,2481845.6104.219.718.915.5
L&T India Value Fund Growth ₹57.295
↑ 0.22
₹7,7571428.171.717.614.714.6
Sundaram Rural and Consumption Fund Growth ₹58.5422
↑ 0.04
₹1,3129.419.750.413.511.213.5
UTI Dynamic Bond Fund Growth ₹22.4026
↓ -0.01
₹2215.76.77.93.54.35.9
UTI Banking & PSU Debt Fund Growth ₹16.4494
↓ 0.00
₹2271244.25.28.9
BNP Paribas Multi Cap Fund Growth ₹76.672
↑ 0.01
₹59013.128.87519.814.910.3
Sundaram Mid Cap Fund Growth ₹709.222
↓ -7.47
₹6,92614.325.270.315.311.411.8
L&T Business Cycles Fund Growth ₹22.663
↓ -0.01
₹56711.121.667.716.3119.3
L&T Midcap Fund Growth ₹212.18
↓ -1.29
₹6,94812.124.459.71715.519
L&T Tax Advantage Fund Growth ₹80.775
↓ -0.16
₹3,65210.522.359.414.413.513.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Sep 21

1. L&T Emerging Businesses Fund

To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities.

L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a CAGR/Annualized return of 21.9% since its launch.  Ranked 2 in Small Cap category.  Return for 2020 was 15.5% , 2019 was -8.1% and 2018 was -13.7% .

Below is the key information for L&T Emerging Businesses Fund

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (24 Sep 21) ₹43.126 ↑ 0.31   (0.73 %)
Net Assets (Cr) ₹7,248 on 31 Aug 21
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.95
Sharpe Ratio 4.05
Information Ratio -0.64
Alpha Ratio 2
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 16₹10,000
31 Aug 17₹13,849
31 Aug 18₹15,383
31 Aug 19₹12,095
31 Aug 20₹11,893
31 Aug 21₹22,645

L&T Emerging Businesses 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 L&T Emerging Businesses Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Sep 21

DurationReturns
1 Month 10.7%
3 Month 18%
6 Month 45.6%
1 Year 104.2%
3 Year 19.7%
5 Year 18.9%
10 Year
15 Year
Since launch 21.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 15.5%
2019 -8.1%
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
2013
2012
2011
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 191.62 Yr.
Vihang Naik17 Dec 191.62 Yr.

Data below for L&T Emerging Businesses Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Industrials28.52%
Basic Materials21.46%
Consumer Cyclical16.14%
Technology12.79%
Consumer Defensive8.04%
Real Estate5.01%
Health Care4.2%
Financial Services2.07%
Energy0.61%
Asset Allocation
Asset ClassValue
Cash1.04%
Equity98.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 532889
5%₹398 Cr2,112,579
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | 500038
4%₹266 Cr6,974,700
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 18 | PERSISTENT
3%₹252 Cr802,672
↓ -47,398
Grindwell Norton Ltd (Industrials)
Equity, Since 30 Sep 17 | 506076
3%₹217 Cr1,734,948
Sonata Software Ltd (Technology)
Equity, Since 31 Jul 18 | 532221
2%₹181 Cr2,338,967
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 29 Feb 20 | 506401
2%₹156 Cr765,500
Finolex Industries Ltd Shs Dematerialised (Industrials)
Equity, Since 28 Feb 18 | FINPIPE
2%₹155 Cr8,769,275
JK Lakshmi Cement Ltd (Basic Materials)
Equity, Since 31 Oct 20 | JKLAKSHMI
2%₹155 Cr2,240,200
↑ 164,700
Welspun India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 514162
2%₹154 Cr11,571,791
↓ -558,706
E I D Parry India Ltd (Consumer Defensive)
Equity, Since 31 Jan 20 | 500125
2%₹151 Cr3,457,200
↑ 381,900

2. L&T India Value Fund

To generate long-term capital appreciation from diversified portfolio of predominantly equity and equity related securities, in the Indian markets with higher focus on undervalued securities. The Scheme could also additionally invest in Foreign Securities in international markets.

L&T India Value Fund is a Equity - Value fund was launched on 8 Jan 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.1% since its launch.  Ranked 4 in Value category.  Return for 2020 was 14.6% , 2019 was 4.6% and 2018 was -11.4% .

Below is the key information for L&T India Value Fund

L&T India Value Fund
Growth
Launch Date 8 Jan 10
NAV (24 Sep 21) ₹57.295 ↑ 0.22   (0.39 %)
Net Assets (Cr) ₹7,757 on 31 Aug 21
Category Equity - Value
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 3.62
Information Ratio -0.32
Alpha Ratio 13.3
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 16₹10,000
31 Aug 17₹12,686
31 Aug 18₹13,538
31 Aug 19₹11,844
31 Aug 20₹12,233
31 Aug 21₹19,593

L&T India Value 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 L&T India Value Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Sep 21

DurationReturns
1 Month 7.2%
3 Month 14%
6 Month 28.1%
1 Year 71.7%
3 Year 17.6%
5 Year 14.7%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 14.6%
2019 4.6%
2018 -11.4%
2017 41.3%
2016 8.1%
2015 12.9%
2014 74.1%
2013 6.6%
2012 39.8%
2011 -27.1%
Fund Manager information for L&T India Value Fund
NameSinceTenure
Venugopal Manghat24 Nov 128.69 Yr.
Vihang Naik17 Dec 191.62 Yr.

Data below for L&T India Value Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Financial Services23.5%
Basic Materials22.79%
Technology17.15%
Industrials8.34%
Consumer Cyclical6.23%
Health Care6.22%
Energy4.91%
Consumer Defensive4.01%
Utility2.33%
Real Estate2.2%
Communication Services1.17%
Asset Allocation
Asset ClassValue
Cash1.16%
Equity98.84%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
9%₹684 Cr10,022,800
Infosys Ltd (Technology)
Equity, Since 31 Dec 10 | INFY
8%₹590 Cr3,665,500
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFCBANK
4%₹327 Cr2,294,300
↓ -246,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
4%₹287 Cr6,651,900
Persistent Systems Ltd (Technology)
Equity, Since 28 Feb 18 | PERSISTENT
4%₹279 Cr888,384
↓ -50,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Mar 17 | SUNPHARMA
3%₹261 Cr3,373,600
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 30 Apr 15 | RELIANCE
3%₹258 Cr1,268,500
↓ -247,400
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Mar 17 | 506401
3%₹237 Cr1,162,878
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 28 Feb 17 | 532286
3%₹206 Cr4,782,200
↑ 890,800
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Aug 16 | HCLTECH
3%₹201 Cr1,958,700
↓ -185,800

3. Sundaram Rural and Consumption Fund

(Erstwhile Sundaram Rural India Fund)

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

Sundaram Rural and Consumption Fund is a Equity - Sectoral fund was launched on 12 May 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.2% since its launch.  Ranked 2 in Sectoral category.  Return for 2020 was 13.5% , 2019 was 2.7% and 2018 was -7.8% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (24 Sep 21) ₹58.5422 ↑ 0.04   (0.06 %)
Net Assets (Cr) ₹1,312 on 31 Aug 21
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.24
Sharpe Ratio 2.19
Information Ratio 0
Alpha Ratio 0
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 Aug 16₹10,000
31 Aug 17₹12,205
31 Aug 18₹13,182
31 Aug 19₹11,505
31 Aug 20₹12,038
31 Aug 21₹16,755

Sundaram Rural and Consumption Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Sundaram Rural and Consumption Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Sep 21

DurationReturns
1 Month 6.9%
3 Month 9.4%
6 Month 19.7%
1 Year 50.4%
3 Year 13.5%
5 Year 11.2%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
2020 13.5%
2019 2.7%
2018 -7.8%
2017 38.7%
2016 21.1%
2015 6.3%
2014 47.4%
2013 -0.6%
2012 34.1%
2011 -23.1%
Fund Manager information for Sundaram Rural and Consumption Fund
NameSinceTenure
S. Bharath25 Apr 183.27 Yr.
Rohit Seksaria23 Jul 201.02 Yr.

Data below for Sundaram Rural and Consumption Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Consumer Cyclical29.75%
Consumer Defensive27.13%
Financial Services17.18%
Basic Materials16.48%
Industrials5.32%
Technology1.86%
Real Estate1.32%
Asset Allocation
Asset ClassValue
Cash0.95%
Equity99.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | 500696
6%₹79 Cr340,000
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jul 10 | 500820
6%₹76 Cr257,500
↓ -2,500
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
6%₹75 Cr980,000
↓ -40,000
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON
6%₹73 Cr1,500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | ICICIBANK
5%₹72 Cr1,050,000
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | 500800
5%₹68 Cr900,000
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Dec 17 | RAMCOCEM
5%₹66 Cr600,000
↓ -20,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | HDFCBANK
5%₹65 Cr455,000
↓ -15,000
Voltas Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Mar 19 | VOLTAS
4%₹53 Cr500,000
↓ -10,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 15 | M&M
4%₹51 Cr680,000
↓ -45,000

4. UTI Dynamic Bond Fund

The investment objective of the scheme is to generate optimal returns with adequate liquidity through active management of the portfolio, by investing in debt and money market instruments. However, there can be no assurance that the investment objective of the scheme will be realized.

UTI Dynamic Bond Fund is a Debt - Dynamic Bond fund was launched on 16 Jun 10. It is a fund with Moderate risk and has given a CAGR/Annualized return of 7.4% since its launch.  Ranked 3 in Dynamic Bond category.  Return for 2020 was 5.9% , 2019 was -3.9% and 2018 was 5.2% .

Below is the key information for UTI Dynamic Bond Fund

UTI Dynamic Bond Fund
Growth
Launch Date 16 Jun 10
NAV (24 Sep 21) ₹22.4026 ↓ -0.01   (-0.06 %)
Net Assets (Cr) ₹221 on 31 Aug 21
Category Debt - Dynamic Bond
AMC UTI Asset Management Company Ltd
Rating
Risk Moderate
Expense Ratio 0.18
Sharpe Ratio -0.03
Information Ratio 0
Alpha Ratio 0
Min Investment 10,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 3.23%
Effective Maturity 3 Years 8 Months 23 Days
Modified Duration 1 Year 2 Months 12 Days

Growth of 10,000 investment over the years.

DateValue
31 Aug 16₹10,000
31 Aug 17₹11,139
31 Aug 18₹11,295
31 Aug 19₹11,101
31 Aug 20₹11,502
31 Aug 21₹11,905

UTI Dynamic Bond Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹194,235.
Net Profit of ₹14,235
Invest Now

Returns for UTI Dynamic Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Sep 21

DurationReturns
1 Month 5.1%
3 Month 5.7%
6 Month 6.7%
1 Year 7.9%
3 Year 3.5%
5 Year 4.3%
10 Year
15 Year
Since launch 7.4%
Historical performance (Yearly) on absolute basis
YearReturns
2020 5.9%
2019 -3.9%
2018 5.2%
2017 4.2%
2016 14.9%
2015 6.9%
2014 14.7%
2013 7.6%
2012 11.2%
2011 8.4%
Fund Manager information for UTI Dynamic Bond Fund
NameSinceTenure
Amandeep Chopra1 Feb 129.5 Yr.

Data below for UTI Dynamic Bond Fund as on 31 Aug 21

Asset Allocation
Asset ClassValue
Cash11.54%
Debt88.46%
Debt Sector Allocation
SectorValue
Government68.59%
Corporate19.88%
Cash Equivalent11.54%
Credit Quality
RatingValue
AA4.7%
AAA74.45%
Below B20.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
6.64% Govt Stock 2035
Sovereign Bonds | -
35%₹78 Cr800,000,000
↑ 50,000,000
GOVT STOCK
Sovereign Bonds | -
20%₹45 Cr450,000,000
Jorabat Shillong Expressway Limited
Debentures | -
10%₹23 Cr4,619
Jorabat Shillong Expressway Limited
Debentures | -
10%₹21 Cr4,282
91 DTB 02092021
Sovereign Bonds | -
7%₹15 Cr150,000,000
↑ 150,000,000
Food Corporation Of India
Debentures | -
4%₹10 Cr100
↑ 100
Punjab National Bank
Debentures | -
4%₹10 Cr100
5.22% GOI 2025
Sovereign Bonds | -
4%₹10 Cr100,000,000
↓ -50,000,000
U.P. Power Corporation Limited
Debentures | -
0%₹0 Cr01
Net Current Assets
Net Current Assets | -
4%₹10 Cr00

5. UTI Banking & PSU Debt Fund

The investment objective of the scheme is to generate steady and reasonable income, with low risk and high level of liquidity from a portfolio of predominantly debt & money market securities by Banks and Public Sector Undertakings (PSUs).

UTI Banking & PSU Debt Fund is a Debt - Banking & PSU Debt fund was launched on 3 Feb 14. It is a fund with Moderate risk and has given a CAGR/Annualized return of 6.7% since its launch.  Ranked 3 in Banking & PSU Debt category.  Return for 2020 was 8.9% , 2019 was -1% and 2018 was 6.8% .

Below is the key information for UTI Banking & PSU Debt Fund

UTI Banking & PSU Debt Fund
Growth
Launch Date 3 Feb 14
NAV (24 Sep 21) ₹16.4494 ↓ 0.00   (-0.03 %)
Net Assets (Cr) ₹227 on 31 Aug 21
Category Debt - Banking & PSU Debt
AMC UTI Asset Management Company Ltd
Rating
Risk Moderate
Expense Ratio 0.32
Sharpe Ratio 0.42
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 3.59%
Effective Maturity 1 Year 8 Months 16 Days
Modified Duration 6 Months 25 Days

Growth of 10,000 investment over the years.

DateValue
31 Aug 16₹10,000
31 Aug 17₹10,914
31 Aug 18₹11,488
31 Aug 19₹11,620
31 Aug 20₹12,480
31 Aug 21₹12,992

UTI Banking & PSU Debt Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹197,169.
Net Profit of ₹17,169
Invest Now

Returns for UTI Banking & PSU Debt Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Sep 21

DurationReturns
1 Month 0.2%
3 Month 1%
6 Month 2%
1 Year 4%
3 Year 4.2%
5 Year 5.2%
10 Year
15 Year
Since launch 6.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 8.9%
2019 -1%
2018 6.8%
2017 6.4%
2016 11.7%
2015 8.6%
2014
2013
2012
2011
Fund Manager information for UTI Banking & PSU Debt Fund
NameSinceTenure
Sudhir Agarwal3 Feb 147.49 Yr.

Data below for UTI Banking & PSU Debt Fund as on 31 Aug 21

Asset Allocation
Asset ClassValue
Cash30.29%
Debt69.71%
Debt Sector Allocation
SectorValue
Government46.22%
Cash Equivalent28.18%
Corporate25.6%
Credit Quality
RatingValue
AAA95.23%
Below B4.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
6.64% Govt Stock 2035
Sovereign Bonds | -
10%₹25 Cr250,000,000
Food Corporation of India
Debentures | -
9%₹21 Cr200
Rural Electrification Corporation Limited
Debentures | -
9%₹20 Cr200
National Highways Authority of India
Debentures | -
6%₹15 Cr150
Oil& Natural Gas Corporation Limited
Debentures | -
6%₹15 Cr150
Housing and Urban Development Corporation Limited (Hudco)
Debentures | -
5%₹13 Cr125
Indian Railway Finance Corporation Limited
Debentures | -
4%₹10 Cr103
Hindustan Petroleum Corporation Limited
Debentures | -
4%₹10 Cr100
Small Industries Development Bank of India
Debentures | -
4%₹10 Cr100
Jorabat Shillong Expressway Limited
Debentures | -
4%₹10 Cr2,000

6. BNP Paribas Multi Cap Fund

(Erstwhile BNP Paribas Dividend Yield Fund)

The investment objective of the scheme is to generate long term capital growth from an actively managed portfolio of equity and equity related securities, primarily being high dividend yield stocks. High dividend yield stocks are defined as stocks of companies that have a dividend yield in excess of 0.5%, at the time of investment. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

BNP Paribas Multi Cap Fund is a Equity - Multi Cap fund was launched on 15 Sep 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.6% since its launch.  Ranked 18 in Multi Cap category.  Return for 2020 was 10.3% , 2019 was 13.2% and 2018 was -12% .

Below is the key information for BNP Paribas Multi Cap Fund

BNP Paribas Multi Cap Fund
Growth
Launch Date 15 Sep 05
NAV (24 Sep 21) ₹76.672 ↑ 0.01   (0.02 %)
Net Assets (Cr) ₹590 on 31 Aug 21
Category Equity - Multi Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.44
Sharpe Ratio 3.36
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 16₹10,000
31 Aug 17₹12,061
31 Aug 18₹12,457
31 Aug 19₹11,811
31 Aug 20₹12,149
31 Aug 21₹19,391

BNP Paribas Multi 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 BNP Paribas Multi 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 24 Sep 21

DurationReturns
1 Month 6.6%
3 Month 13.1%
6 Month 28.8%
1 Year 75%
3 Year 19.8%
5 Year 14.9%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 10.3%
2019 13.2%
2018 -12%
2017 42.6%
2016 1.9%
2015 6.7%
2014 49.7%
2013 5.6%
2012 32.9%
2011 -17%
Fund Manager information for BNP Paribas Multi Cap Fund
NameSinceTenure
Abhijeet Dey7 Oct 164.82 Yr.
Karthikraj Lakshmanan16 Nov 164.71 Yr.

Data below for BNP Paribas Multi Cap Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Financial Services25.7%
Technology16.57%
Basic Materials15.54%
Consumer Cyclical14.37%
Consumer Defensive6.48%
Utility5.47%
Health Care4.46%
Energy3.82%
Industrials3.12%
Communication Services2.03%
Asset Allocation
Asset ClassValue
Cash2.42%
Equity97.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK
7%₹41 Cr284,100
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK
7%₹38 Cr550,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 12 | INFY
6%₹37 Cr231,250
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 30 Jun 18 | RELIANCE
4%₹22 Cr108,000
↓ -2,000
Avanti Feeds Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | 512573
3%₹17 Cr275,126
UTI Asset Management Co Ltd (Financial Services)
Equity, Since 30 Sep 20 | 543238
3%₹16 Cr155,000
↓ -40,600
Century Plyboards (India) Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | 532548
3%₹15 Cr366,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 18 | TCS
3%₹15 Cr47,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 20 | SBIN
2%₹14 Cr333,000
DCM Shriram Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 523367
2%₹13 Cr139,184
↓ -4,816

7. Sundaram Mid Cap Fund

(Erstwhile Sundaram Select Midcap Fund)

To achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

Sundaram Mid Cap Fund is a Equity - Mid Cap fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 24.9% since its launch.  Ranked 13 in Mid Cap category.  Return for 2020 was 11.8% , 2019 was -0.3% and 2018 was -15.4% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (24 Sep 21) ₹709.222 ↓ -7.47   (-1.04 %)
Net Assets (Cr) ₹6,926 on 31 Aug 21
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 3.08
Information Ratio -0.47
Alpha Ratio -1.27
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 Aug 16₹10,000
31 Aug 17₹11,795
31 Aug 18₹12,433
31 Aug 19₹10,304
31 Aug 20₹10,468
31 Aug 21₹16,822

Sundaram Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Sundaram Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Sep 21

DurationReturns
1 Month 7.1%
3 Month 14.3%
6 Month 25.2%
1 Year 70.3%
3 Year 15.3%
5 Year 11.4%
10 Year
15 Year
Since launch 24.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 11.8%
2019 -0.3%
2018 -15.4%
2017 40.8%
2016 11.3%
2015 11.2%
2014 75%
2013 4.6%
2012 38%
2011 -23.7%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 210.43 Yr.
Ratish Varier24 Feb 210.43 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Financial Services20.99%
Consumer Cyclical18.46%
Industrials17.75%
Basic Materials14.9%
Health Care9.44%
Technology8.65%
Consumer Defensive4.65%
Utility2.64%
Real Estate0.84%
Asset Allocation
Asset ClassValue
Cash1.68%
Equity98.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 16 | 500271
3%₹228 Cr2,027,701
MindTree Ltd (Technology)
Equity, Since 31 Jul 20 | 532819
3%₹211 Cr736,918
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP
3%₹206 Cr510,000
↓ -5,779
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM
3%₹192 Cr1,752,194
↓ -213,618
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Dec 14 | 506076
3%₹189 Cr1,509,528
↓ -8,528
Cummins India Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹183 Cr2,145,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 532504
3%₹176 Cr480,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 20 | 540611
2%₹169 Cr1,386,152
Schaeffler India Ltd (Industrials)
Equity, Since 31 Aug 09 | SCHAEFFLER
2%₹163 Cr237,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | JUBLFOOD
2%₹162 Cr429,478

8. L&T Business Cycles Fund

To seek to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy

L&T Business Cycles Fund is a Equity - Sectoral fund was launched on 20 Aug 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.2% since its launch.  Ranked 19 in Sectoral category.  Return for 2020 was 9.3% , 2019 was 5.3% and 2018 was -17.5% .

Below is the key information for L&T Business Cycles Fund

L&T Business Cycles Fund
Growth
Launch Date 20 Aug 14
NAV (24 Sep 21) ₹22.663 ↓ -0.01   (-0.05 %)
Net Assets (Cr) ₹567 on 31 Aug 21
Category Equity - Sectoral
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.55
Sharpe Ratio 2.55
Information Ratio -0.38
Alpha Ratio 1.38
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 16₹10,000
31 Aug 17₹12,028
31 Aug 18₹12,052
31 Aug 19₹10,696
31 Aug 20₹10,648
31 Aug 21₹16,630

L&T Business Cycles Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for L&T Business Cycles Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Sep 21

DurationReturns
1 Month 7.8%
3 Month 11.1%
6 Month 21.6%
1 Year 67.7%
3 Year 16.3%
5 Year 11%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
2020 9.3%
2019 5.3%
2018 -17.5%
2017 45.6%
2016 3.2%
2015 3.5%
2014
2013
2012
2011
Fund Manager information for L&T Business Cycles Fund
NameSinceTenure
Venugopal Manghat20 Aug 146.95 Yr.
Cheenu Gupta2 Jul 210.08 Yr.
Sonal Gupta5 Jul 210.07 Yr.

Data below for L&T Business Cycles Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Basic Materials29.52%
Industrials27.11%
Financial Services21.93%
Consumer Cyclical10.08%
Energy5.28%
Real Estate2.8%
Technology1.71%
Consumer Defensive0.8%
Asset Allocation
Asset ClassValue
Cash0.78%
Equity99.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | ICICIBANK
8%₹46 Cr674,100
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | HDFCBANK
7%₹39 Cr275,400
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Aug 14 | ULTRACEMCO
5%₹28 Cr37,400
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 16 | 520111
4%₹21 Cr98,700
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Aug 14 | LT
4%₹20 Cr124,000
Timken India Ltd (Industrials)
Equity, Since 31 Dec 16 | 522113
3%₹19 Cr120,000
KNR Constructions Ltd (Industrials)
Equity, Since 30 Sep 14 | 532942
3%₹18 Cr662,700
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Oct 15 | RAMCOCEM
3%₹18 Cr160,300
State Bank of India (Financial Services)
Equity, Since 31 Aug 14 | SBIN
3%₹17 Cr401,700
↑ 64,200
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Aug 18 | RELIANCE
3%₹17 Cr83,500
↓ -39,800

9. L&T Midcap Fund

To generate capital appreciation by investing primarily in midcap stocks. The scheme will invest primarily in companies whose market capitalization falls between the highest and the lowest constituent of the Nifty Free Float Midcap 100.

L&T Midcap Fund is a Equity - Mid Cap fund was launched on 9 Aug 04. It is a fund with High risk and has given a CAGR/Annualized return of 19.5% since its launch.  Ranked 5 in Mid Cap category.  Return for 2020 was 19% , 2019 was -0.2% and 2018 was -12% .

Below is the key information for L&T Midcap Fund

L&T Midcap Fund
Growth
Launch Date 9 Aug 04
NAV (24 Sep 21) ₹212.18 ↓ -1.29   (-0.60 %)
Net Assets (Cr) ₹6,948 on 31 Aug 21
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.88
Sharpe Ratio 3.35
Information Ratio -0.25
Alpha Ratio 3.91
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 16₹10,000
31 Aug 17₹13,342
31 Aug 18₹14,361
31 Aug 19₹11,872
31 Aug 20₹13,089
31 Aug 21₹20,117

L&T Midcap 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 L&T Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Sep 21

DurationReturns
1 Month 7.8%
3 Month 12.1%
6 Month 24.4%
1 Year 59.7%
3 Year 17%
5 Year 15.5%
10 Year
15 Year
Since launch 19.5%
Historical performance (Yearly) on absolute basis
YearReturns
2020 19%
2019 -0.2%
2018 -12%
2017 52.3%
2016 9.8%
2015 10.8%
2014 81.6%
2013 5.6%
2012 38.1%
2011 -29.4%
Fund Manager information for L&T Midcap Fund
NameSinceTenure
Venugopal Manghat17 Dec 191.62 Yr.
Vihang Naik28 Jun 165.1 Yr.

Data below for L&T Midcap Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Basic Materials21.31%
Financial Services17.19%
Health Care15.78%
Industrials12.35%
Technology10.62%
Consumer Cyclical10.39%
Consumer Defensive5.99%
Real Estate3.74%
Communication Services1.09%
Utility0.79%
Asset Allocation
Asset ClassValue
Cash0.76%
Equity99.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Mphasis Ltd (Technology)
Equity, Since 30 Apr 16 | 526299
6%₹438 Cr1,686,700
Emami Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 531162
5%₹345 Cr6,167,914
Bayer CropScience Ltd (Basic Materials)
Equity, Since 31 May 13 | 506285
4%₹247 Cr426,700
Birlasoft Ltd (Technology)
Equity, Since 31 Jul 19 | 532400
3%₹204 Cr5,087,600
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 19 | 524494
3%₹197 Cr937,800
Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Nov 13 | SUNDARMFIN
3%₹197 Cr754,941
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 15 | 520111
3%₹194 Cr904,319
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Sep 12 | RAMCOCEM
3%₹193 Cr1,769,142
Blue Dart Express Ltd (Industrials)
Equity, Since 31 Dec 17 | 526612
3%₹185 Cr338,600
Syngene International Ltd (Healthcare)
Equity, Since 31 May 19 | 539268
3%₹183 Cr2,864,200

10. L&T Tax Advantage Fund

To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

L&T Tax Advantage Fund is a Equity - ELSS fund was launched on 27 Feb 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.4% since its launch.  Ranked 7 in ELSS category.  Return for 2020 was 13.5% , 2019 was 4.6% and 2018 was -8.1% .

Below is the key information for L&T Tax Advantage Fund

L&T Tax Advantage Fund
Growth
Launch Date 27 Feb 06
NAV (24 Sep 21) ₹80.775 ↓ -0.16   (-0.20 %)
Net Assets (Cr) ₹3,652 on 31 Aug 21
Category Equity - ELSS
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.03
Sharpe Ratio 3.23
Information Ratio -0.84
Alpha Ratio 7.2
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Aug 16₹10,000
31 Aug 17₹12,478
31 Aug 18₹13,719
31 Aug 19₹11,983
31 Aug 20₹12,383
31 Aug 21₹18,696

L&T Tax Advantage 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 L&T Tax Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Sep 21

DurationReturns
1 Month 7.3%
3 Month 10.5%
6 Month 22.3%
1 Year 59.4%
3 Year 14.4%
5 Year 13.5%
10 Year
15 Year
Since launch 14.4%
Historical performance (Yearly) on absolute basis
YearReturns
2020 13.5%
2019 4.6%
2018 -8.1%
2017 42.3%
2016 8.1%
2015 2.9%
2014 44.8%
2013 6.8%
2012 27.4%
2011 -21.8%
Fund Manager information for L&T Tax Advantage Fund
NameSinceTenure
Vihang Naik17 Dec 191.62 Yr.
Cheenu Gupta2 Jul 210.08 Yr.

Data below for L&T Tax Advantage Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Financial Services21.12%
Basic Materials20.42%
Technology15.94%
Consumer Cyclical14.97%
Industrials9.57%
Health Care7.93%
Consumer Defensive4.83%
Real Estate2.29%
Utility0.84%
Asset Allocation
Asset ClassValue
Cash2.09%
Equity97.91%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
6%₹229 Cr1,422,800
↑ 452,500
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
5%₹179 Cr2,616,600
↑ 539,800
State Bank of India (Financial Services)
Equity, Since 31 Jan 19 | SBIN
5%₹168 Cr3,894,300
↑ 1,023,100
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jan 15 | 532889
4%₹129 Cr686,900
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK
3%₹117 Cr819,900
↑ 176,300
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 28 Feb 19 | JUBLFOOD
3%₹110 Cr292,400
Tata Steel Ltd (Basic Materials)
Equity, Since 29 Feb 20 | TATASTEEL
3%₹108 Cr752,000
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Mar 06 | LT
3%₹107 Cr668,000
↓ -110,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
3%₹105 Cr138,300
↑ 91,331
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 09 | TCS
3%₹100 Cr315,000

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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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