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How To Open Lifetime Free Mutual Funds Investment Account

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Life Time Free Mutual Funds Investment Account

Updated on May 24, 2020 , 1208 views

Welcome to the World of Fincash.com!

First of all, we would like to thank you for choosing us as your Mutual Fund investment channel.

Are you a beginner? Are you a seasoned investor? Don’t worry, all your needs will be catered. Be Rest Assured as we are always there to guide you at every step whether related to investments, product selection, registration or any other query. So, let’s move ahead to have a better understanding of the features of the Life Time Free Mutual Funds Investment Account along with the registration process.

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Disclaimer:
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Why Fincash.com Investment Account?

Fincash.com always believes in “Customer First” policy. We always ensure to provide top-notch customer service by keeping in mind the client’s requirements and how effectively it can be fulfilled. Our aim is to create value for your money so that you can achieve your goals within the timeframe. Some of the investor-friendly features of Fincash.com include:

  • User-friendly website so that you get maximum information in minimum clicks
  • Lifetime Active & Free Account where investors need not pay any money even if they don’t transact.
  • Easy Registration Process where people need not spend much time.
  • KYC Compliance which can be done within our framework through eKYC and is indeed helpful for first-timers.
  • Safety & Security are always on our priority where; we ensure that client’s data and all their transactions both are kept confidential.
  • Wide Range of Schemes which people can choose as per their requirements.
  • Customized Solutions of Fincash.com that helps investors to ease out their product selection process under the categories of ELSS, SIPs, and Tax Saving Scheme.

Registration Process for Fincash.com

Well, the registration process to open your Life Time Free Mutual Fund Investment Account is quite simple. To complete your registration, you require:

  • An active mobile number
  • PAN number
  • Aadhar Number
  • Scanned Copy/Image of personalized cancelled cheque, Bank statement, Front Page of Passbook
  • Scanned Copy/Image of your Signature

let us look at the registration process:

Step 1: Create Your Login

The First step begins with creating your login. To create your login id, first you need to visit the website of www.fincash.com and click on the SIGN UP button on the top right side of the screen After clicking on this button, you need to enter your email address and password. This login id will be used by you whenever while transacting. So, be sure that you give your correct and valid email address. You can even do social signup using Facebook or Gmail id. The image showing the login button tab and the login screen is shown below.

Step-1-Login

Step 2: Mobile Verification

After creating your login id, the next step deals with verification of mobile number. In other words, post creation of login id, the screen gets redirected to mobile number verification where people need to enter their mobile number. Upon entering the mobile number, they receive a One Time Password (OTP) through SMS which again needs to be entered on the screen. So, be careful that you enter your correct and active mobile number. Also, while entering the OTP, ensure that all the characters are entered correctly. The image for the second step is as follows.

Step-2-Mobile-Verification

Step 3: PAN MF KYC Status Check

The Third step ensures that, whether you are a KYC compliant investor or not. MF KYC or Know-Your-Customer is a one-time process that you need to complete before Investing money in Mutual Funds. The KYC Status is verified using your PAN. If you have already completed your KYC process, then you will get a pop up for the same and can proceed with the registration process.

Step 3 Registration

Step 4: Registration Form

This process needs to be completed by all individuals. For registration purposes, you need to fill in the form, that is spread out into 5 different tabs. These tabs include personal information, address details, bank account, FATCA details, and nominee. By filling all the tabs and uploading the relevant documents, you complete the complete KYC process and can invest up to any amount in Mutual Funds. After filling all the details, you need to click on the check box, to proceed to the next step. The image showing the various tabs of registration form along with the check box is as shown below.

Step-4-Registration

4:1- Fill Personal Information

Fincash Registration Personal Information

When you click on the Personal Information option, you will have to fill details like

  • Name (as on PAN card)
  • PAN number
  • Father/Spouse name
  • Mobile number
  • Email address
  • Date of Birth (dd/mm/yyyy format)
  • Tax status (options in drop-down)

At the bottom if have to choose your martial status and gender. Click on the save button.

4:2- Fill Address Details

Fincash Registration Address Details

In the address details section, fill the following information:

  • Address types (the options are given in the drop-down)
  • Address details
  • Pin code
  • Landmark
  • City
  • District
  • State
  • Country

At the bottom, click on the yellow button and save the details.

4:3- Bank Details

Fincash Registration Bank Details

For registration, you need to fill your bank details like:

  • Name (as on bank cheque)
  • Account type (options in the drop-down)
  • IFSC code
  • Bank account number
  • Confirm bank account number

Once you fill all the information, save the details.

4:4- FATCA

Fincash Registration FATCA

In FATCA, following are the information to fill, there are drop-downs given:

  • Annual income
  • Occupation
  • Source of wealth
  • Nationality
  • Birth country
  • Birth city
  • Tax residency

At the bottom you need to select if you are politically exposed or politically related.

4:4- Nominee (Optional)

Fincash Registration Nominee Option

Adding nominee is optional. If you choose to fill, add the nominee name and choose the relation you share.

Once filled, accept the Terms & Conditions and proceed to upload documents.

Step 5: Upload Documents

This is the final step in your registration process. If you have completed the KYC process, then you just need to upload:

  • Scanned copy/Image of your signature and
  • Scanned copy/Image of your personalized cheque.

However, if you have not completed the eKYC and you are not KYC compliant then along with the above-mentioned documents, you need to upload

  • Photograph
  • Scanned copy/Image of PAN card and
  • Scanned copy/Image of Address Proof

In case of upload documents, the display of the screen is given below as follows.

Step-5-Upload-Documents

Thus, we can see that the registration process is quite simple. Now the final part that is the customized solutions of Fincash.com. The USP of Fincash.com is its customized solutions that help in easing out the product selection process.

Fincash Solutions

These three solutions are for general investment need are :

SavingsPlus

This solution is suitable for people having idle money in their savings bank account and are looking for avenues to augment more income. savingsplus is a bundle of top three Liquid Fund schemes that offer more returns as compared to the Savings Account. Additionally, these funds are considered as a safe investment avenue. Some of the features of SavingsPlus are:

  • Higher returns
  • Instant redemption
  • No lock-in or exit load
  • Invest and redeem in a click

Checkout Saving Plus

SmartSIP

smartsip is a bundle of top three equity fund schemes that are considered to be stable and have earned good returns over a period of time. Its apt for people having long-term investment period. As the name suggests SIP, people can invest small amounts in this schemes to attain their objectives. The features of SmartSIP include:

  • Pre-selected top 3 SIP schemes
  • Schemes selected after an analysis of 20,000 schemes
  • Earn healthy returns

Checkout Smart SIP

TaxSaver

The third solution taxsaver is a bundle of two Equity Mutual Funds that give the advantages of investing and tax benefits. Through TaxSaver, people can claim a tax deduction up to INR 1,50,000 under Section 80C of income tax Act, 1961 for a particular Financial Year. Being Tax Saving Investments, they have a lock-in period of three years. Their features include:

  • Selected after analysis across ELSS category
  • Pre-selected top 2 best Equity Linked Saving Schemes(ELSS)
  • Save tax and earn healthy returns

Checkout Tax Saver

Best Mutual Funds to Start Investments

Below is the list of best mutual funds once can invest having Net Assets/ AUM above 500 Crore.

1. 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 18.1% 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 (22 May 20) ₹39.6972 ↑ 0.57   (1.47 %)
Net Assets (Cr) ₹1,515 on 30 Apr 20
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.74
Sharpe Ratio 0.63
Information Ratio -0.1
Alpha Ratio -1.46
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
30 Apr 15₹10,000
30 Apr 16₹9,549
30 Apr 17₹10,773
30 Apr 18₹13,124
30 Apr 19₹15,714
30 Apr 20₹18,160

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 ₹426,080.
Net Profit of ₹126,080
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 22 May 20

DurationReturns
1 Month 10.7%
3 Month 3.5%
6 Month 17.5%
1 Year 27.6%
3 Year 21.2%
5 Year 13.8%
10 Year
15 Year
Since launch 18.1%
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
Pyari Menon26 Sep 190.51 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Technology26.11%
Financial Services16.7%
Health Care15.42%
Consumer Cyclical11.35%
Communication Services7.4%
Real Estate7.31%
Industrials7.29%
Consumer Defensive3.09%
Basic Materials0.6%
Asset Allocation
Asset ClassValue
Cash1.17%
Equity95.26%
Other3.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹1,516 Cr3,901,279
↑ 66,193
Call, Cash & Other Assets
Receivables | -
0%-₹1 Cr

2. 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 15.7% 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 (22 May 20) ₹31.58 ↑ 0.04   (0.13 %)
Net Assets (Cr) ₹587 on 30 Apr 20
Category Equity - Global
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.08
Sharpe Ratio 0.55
Information Ratio 0.13
Alpha Ratio 3.54
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
30 Apr 15₹10,000
30 Apr 16₹10,387
30 Apr 17₹11,325
30 Apr 18₹12,993
30 Apr 19₹15,549
30 Apr 20₹17,443

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 ₹405,518.
Net Profit of ₹105,518
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 22 May 20

DurationReturns
1 Month 2.8%
3 Month -5.3%
6 Month 0.7%
1 Year 17.4%
3 Year 15.8%
5 Year 11.6%
10 Year
15 Year
Since launch 15.7%
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 136.53 Yr.
Priyanka Khandelwal30 Jun 172.75 Yr.

Data below for ICICI Prudential US Bluechip Equity Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Health Care18.23%
Industrials16.13%
Financial Services15.58%
Technology15.57%
Consumer Defensive11.32%
Consumer Cyclical10.19%
Communication Services5.16%
Basic Materials2.55%
Energy1.41%
Asset Allocation
Asset ClassValue
Cash4.35%
Equity96.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Amazon.com Inc (Consumer Cyclical)
Equity, Since 30 Jun 16 | AMZN
6%₹33 Cr1,763
Treps
CBLO/Reverse Repo | -
4%₹26 Cr
Raytheon Technologies Corp (Industrials)
Equity, Since 30 Apr 20 | RTX
3%₹20 Cr40,221
↑ 17,522
ServiceNow Inc (Technology)
Equity, Since 30 Sep 19 | NOW
3%₹19 Cr7,102
Pfizer Inc (Healthcare)
Equity, Since 31 Dec 19 | PFE
3%₹18 Cr62,531
Gilead Sciences Inc (Healthcare)
Equity, Since 31 May 16 | GILD
3%₹17 Cr26,635
Kellogg Co (Consumer Defensive)
Equity, Since 31 Dec 18 | K
3%₹16 Cr32,946
↑ 2,265
Merck & Co Inc (Healthcare)
Equity, Since 30 Sep 19 | MRK
3%₹16 Cr27,126
Facebook Inc A (Communication Services)
Equity, Since 31 Jan 18 | FB
3%₹16 Cr10,419
Boeing Co (Industrials)
Equity, Since 31 Mar 20 | BA
3%₹16 Cr14,790
↑ 10,332

3. 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% since its launch.  Ranked 35 in Sectoral category.  Return for 2019 was 1.7% , 2018 was 3.6% and 2017 was 7.6% .

Below is the key information for Nippon India Pharma Fund

Nippon India Pharma Fund
Growth
Launch Date 5 Jun 04
NAV (26 May 20) ₹182.751 ↓ -1.60   (-0.87 %)
Net Assets (Cr) ₹2,851 on 30 Apr 20
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.33
Sharpe Ratio 0.56
Information Ratio 1.68
Alpha Ratio 8.11
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 15₹10,000
30 Apr 16₹10,227
30 Apr 17₹9,993
30 Apr 18₹10,969
30 Apr 19₹11,735
30 Apr 20₹13,702

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 ₹357,992.
Net Profit of ₹57,992
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 22 May 20

DurationReturns
1 Month 0.6%
3 Month 14.4%
6 Month 20.4%
1 Year 26%
3 Year 15.3%
5 Year 6.3%
10 Year
15 Year
Since launch 20%
Historical performance (Yearly) on absolute basis
YearReturns
2019 1.7%
2018 3.6%
2017 7.6%
2016 -10.6%
2015 19.4%
2014 49.5%
2013 20.9%
2012 34.8%
2011 -11%
2010 31.9%
Fund Manager information for Nippon India Pharma Fund
NameSinceTenure
Sailesh Raj Bhan1 Apr 0515.01 Yr.
Kinjal Desai25 May 181.85 Yr.

Data below for Nippon India Pharma Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Health Care96.47%
Asset Allocation
Asset ClassValue
Cash3.94%
Equity96.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Dec 15 | AUROPHARMA
11%₹313 Cr5,000,000
↑ 500,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 11 | 500124
10%₹295 Cr750,000
↓ -25,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 09 | SUNPHARMA
10%₹293 Cr6,300,976
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
9%₹257 Cr1,100,075
Cipla Ltd (Healthcare)
Equity, Since 31 May 08 | 500087
8%₹224 Cr3,800,000
↓ -1,200,000
Lupin Ltd (Healthcare)
Equity, Since 31 Aug 08 | 500257
7%₹209 Cr2,500,025
↑ 600,000
Syngene International Ltd (Healthcare)
Equity, Since 30 Nov 17 | 539268
5%₹139 Cr4,300,000
↑ 300,000
Sanofi India Ltd (Healthcare)
Equity, Since 30 Jun 04 | 500674
5%₹136 Cr175,000
↓ -5,000
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Aug 18 | 532843
5%₹135 Cr10,603,541
↑ 1,510,184
Thyrocare Technologies Ltd (Healthcare)
Equity, Since 31 May 16 | THYROCARE
5%₹129 Cr2,539,512
↑ 88,626

4. Axis Mid Cap Fund

To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of mid size companies. The focus of the fund would be to invest in relatively larger companies within this category.

Axis Mid Cap Fund is a Equity - Mid Cap fund was launched on 18 Feb 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.4% since its launch.  Ranked 41 in Mid Cap category.  Return for 2019 was 11.3% , 2018 was 3.5% and 2017 was 42% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (26 May 20) ₹34.86 ↑ 0.12   (0.35 %)
Net Assets (Cr) ₹5,098 on 30 Apr 20
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.43
Sharpe Ratio 0.02
Information Ratio 1.67
Alpha Ratio 13.34
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 15₹10,000
30 Apr 16₹9,761
30 Apr 17₹11,663
30 Apr 18₹14,521
30 Apr 19₹14,659
30 Apr 20₹14,647

Axis 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 ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for Axis 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 22 May 20

DurationReturns
1 Month 1.5%
3 Month -16.1%
6 Month -10.6%
1 Year -3.7%
3 Year 7.4%
5 Year 6.4%
10 Year
15 Year
Since launch 14.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 11.3%
2018 3.5%
2017 42%
2016 -3.1%
2015 0.8%
2014 76.5%
2013 4.1%
2012 52.6%
2011
2010
Fund Manager information for Axis Mid Cap Fund
NameSinceTenure
Shreyash Devalkar23 Nov 163.35 Yr.

Data below for Axis Mid Cap Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Health Care16.52%
Consumer Cyclical12.65%
Financial Services12.53%
Industrials9.53%
Basic Materials8.55%
Consumer Defensive8.24%
Technology6.06%
Utility5.89%
Communication Services2.73%
Real Estate0.16%
Asset Allocation
Asset ClassValue
Cash13.74%
Equity86.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
15%₹781 Cr
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
5%₹270 Cr1,134,431
↓ -29,569
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | 524494
5%₹240 Cr1,485,000
Bata India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | 500043
4%₹195 Cr1,430,000
↑ 115,000
PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND
4%₹193 Cr1,217,000
↑ 35,000
Indraprastha Gas Ltd (Utilities)
Equity, Since 30 Nov 17 | 532514
3%₹177 Cr3,710,000
Nifty 50 Index May 2020 Future
- | -
3%₹173 Cr175,875
↑ 175,875
Voltas Ltd (Industrials)
Equity, Since 31 May 17 | VOLTAS
3%₹162 Cr3,204,000
Astral Poly Technik Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
3%₹156 Cr1,661,231
Net Receivables / (Payables)
Net Current Assets | -
3%-₹154 Cr

5. 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 13.5% 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 (26 May 20) ₹24.2964 ↑ 0.13   (0.54 %)
Net Assets (Cr) ₹2,925 on 30 Apr 20
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.48
Sharpe Ratio -0.18
Information Ratio 0.76
Alpha Ratio 7.99
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
30 Apr 15₹10,000
30 Apr 16₹10,192
30 Apr 17₹12,011
30 Apr 18₹14,161
30 Apr 19₹15,231
30 Apr 20₹14,444

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 ₹367,070.
Net Profit of ₹67,070
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 22 May 20

DurationReturns
1 Month 5.7%
3 Month -9.7%
6 Month -8.3%
1 Year -2.6%
3 Year 6.4%
5 Year 7.7%
10 Year
15 Year
Since launch 13.5%
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 164.18 Yr.
Rajeev Thakkar24 May 136.86 Yr.
Raunak Onkar24 May 136.86 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services27.11%
Consumer Cyclical23.59%
Communication Services15.28%
Technology14.33%
Health Care8.44%
Consumer Defensive7.6%
Asset Allocation
Asset ClassValue
Cash3.65%
Equity96.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN
9%₹273 Cr15,323
Alphabet Inc Class C (Communication Services)
Equity, Since 31 Oct 15 | GOOG
9%₹266 Cr26,373
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK
8%₹229 Cr2,285,909
↓ -343,700
Facebook Inc A (Communication Services)
Equity, Since 31 Jul 17 | FB
6%₹181 Cr124,349
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 500490
6%₹175 Cr860,095
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO
6%₹165 Cr762,207
Mphasis Ltd (Technology)
Equity, Since 30 Jun 13 | 526299
5%₹142 Cr1,955,578
↑ 66,859
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK
5%₹140 Cr3,675,988
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532215
5%₹132 Cr2,969,094
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
4%₹127 Cr7,000,000

So, do you want to be a smart investor and make money? Register and invest with Fincash.com and create wealth for your future.

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