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BSE SENSEX Growth Over Years

Updated on January 25, 2023 , 1350 views

Why Equities are Good for Long-term?

Whenever we hear about equity investment, the first thing we hear is, equities are good for a long-term investment. However, various people do carry negative views with respect to equity investment. So, let us understand why and how equity is a good investment for long-term, the myths behind equity investment, and parameters to be checked while Investing in equity and the concept of Equity Funds.

Understanding SENSEX Past Performance

Now, let us focus on the performance of Sensex since its inception with the help of the graph given below.

Sensex Performance

(as on 3rd January, 2018, Source- BSE Limited)

The given graph of Sensex shows that there is an overall increase in since its inception in 1979. The date on which the data taken is as of January 03, 2018. Till date since 1979, the Compounded Annual Growth Rate (CAGR) is approximately 16.39%. However, it does not mean that Sensex has seen only upward movements. However, the biggest growth that Sensex has witnessed is between the period 1979-1994 when the markets grew from 100 to 3,927 points. People who had invested during this period would have earned considerable profits. In addition, these investors also did not face much negative returns as others did. Resultantly, these people would have definitely earned. The second best phase in which investors had earned returns were during 2003-2007, but the increase during this period was not as effective as the first phase.

So, do you think that the Market has always witnessed a good pace? It has also witnessed downturns. Some of the worst spells where the Sensex was showing a downturn were during September 1994 - 1999, 2000 - 2003, and 2008 - 2010. Any individual who would have invested during this period would have definitely been negative. However, again, if these investors would have held their investments long, they would have definitely earned profits. As we can see in the map, the downturn period is not much visible.

So, after understanding the myths about equity, let's now see how to select the stocks.

Common Myths Behind Equity Investment

As mentioned earlier, equity investment has a number of myths associated with it. So, let us look at some of the prevalent myths behind equity investment.

1. If a Stock Has Done Well in the Past, it will Do Well in the Future Too

The first myth which people believe while investing in shares is; if a company has done well in the past, it will also do well in the future. Though this thought can give some comfort level yet; it is not completely true. It’s because; a company’s success always depends on the environment in which it performs and whether it is able to adapt itself to the changing business conditions. If it is not able to do so then; the company will not be in a position, to perform in the future.

Therefore, people should conduct a self-analysis before investing in the shares of any company. They should check the company's past performance, its future potentials, the Industry conditions in which it performs, and other related parameters.

2. I am not Able to Earn Returns Faster Through Equities as it is Sheer Luck

The second presumption people feel is they cannot earn by equity investment as it is based on sheer luck. However, as mentioned in the earlier paragraph, people need to understand that the variation of average returns reduces with the increase in the holding tenure. This is because, in the long-term, the fluctuation of the short-term Volatility reduces and the chances of making losses are also lower. Resultantly, the variations in the Earnings start to decrease with the increase in the tenure. This concept is explained with the help of the table given below.

Investing Tenure Average Returns (%) Deviation of Returns From Average (%)
1 Year 18 ± 34
3 Year 13 ± 16%
5 Year 13 ± 13%
7 Year 13 ± 10%
10 Year 13 ± 9%
12 Year 13 ± 8%
14 Year 12 ± 7%

3. Only a Few are Earning in Share Markets as Equity Markets Are Volatile

It is one of the prevalent myths among individuals. A lot of people feel that they cannot earn by investing in shares. Individuals in a lot of instances feel; though the share markets are showing uptrend; yet I am not able to make my fortune. However, this isn’t true.

*One has to understand equity investing is a zero-sum game. Therefore, one person’s profit is another person’s loss. However, the outcome of whether you made a profit or ended up in a loss is decided upon the time you enter and exit the market. *

It would be again reiterated that, the key to success in equity investments is its long-term holding. One of the world’s renowned investor Warren Buffet built his empire not just because of investing. Instead, he has earned the wealth because of holding the investments for a long-term. In case of long-term investing, even a small sum of money invested gives a larger return. People who remain invested for a very long time can amass a fortune even with a small investment. The following graph shows how the probability of losses decreases with an increase in the investment tenure.

Loss-probability

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How to Invest in Equities

It is the most important step. People while investing in equities need to stick to certain basic rules. Some of these rules are listed below as follows.

Invest in Stocks After its Complete Analysis & Don’t Follow Herd Behavior

The primary rule of investing is; invest in financial instruments that you understand and not the ones which you don’t. Hence, people should do a complete analysis of the shares in which they want to invest. They should go through its annual reports, check its future prospects and so on. Additionally, one should not be biased in their stock selection process.Also, many people do follow a herd behavior when it comes to investing, which should not be the case. It is not a good idea. People forming part of the herd, enter when the market is at its peak and sell when it forms a bottom. Therefore, be careful that you don’t buy the shares when all are entering a buy Call and do not sell when everyone goes on a selling spree.

Diversification is the Key to Success

The important role in the case of investing is diversification, which is the key to success as it helps to reduce the level of risk. As rightly quoted that “Don’t hatch all your eggs in one basket;” similarly your investment should be distributed across numerous stocks in a predefined ratio. Diversification, in this context, means that people investing the corpus in different shares of various companies with respect to capitalization, sectors, and other parameters. This is because there are situations where mid-cap shares tend to outperform large-cap shares. So, one needs to have a constant watch on how a share is performing.

Rebalance Your Portfolio Timely

It’s rightly said that, to err is human. Similarly, while investing in stock markets, many people do commit mistakes. The mistake in this context is investing in shares where you have bad deals. However, the most important part is to rectify the wrong investment by rebalancing your Portfolio. It is important to monitor your equity investment in a timely manner. This will help to identify which stocks to sell and which ones to retain. Rebalancing the portfolio always helps to get rid of the bad stocks and thereby people can earn more Income.

Thus, from the above pointers, it can be said that whenever you choose to invest in equities, you need to spend a lot of time in share markets rather than the market timing. Also, people should always understand the company before investing in its shares so that their investment money is safe and paves way for wealth creation.

Top 10 Equity Mutual Funds for Long Term Investments

*List of top funds managing assets for 5 years of above & have returneded best Annualized Returns (CAGR).

1. Principal Emerging Bluechip Fund

The primary objective of the Scheme is to achieve long-term capital appreciation by investing in equity & equity related instruments of mid cap & small cap companies.

Principal Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 12 Nov 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 24.8% since its launch.  Ranked 1 in Large & Mid Cap category. .

Below is the key information for Principal Emerging Bluechip Fund

Principal Emerging Bluechip Fund
Growth
Launch Date 12 Nov 08
NAV (31 Dec 21) ₹183.316 ↑ 2.03   (1.12 %)
Net Assets (Cr) ₹3,124 on 30 Nov 21
Category Equity - Large & Mid Cap
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 2.74
Information Ratio 0.22
Alpha Ratio 2.18
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹8,901
31 Dec 19₹9,503
31 Dec 20₹11,623

Principal Emerging Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for Principal Emerging Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

DurationReturns
1 Month 2.9%
3 Month 2.9%
6 Month 13.6%
1 Year 38.9%
3 Year 21.9%
5 Year 19.2%
10 Year
15 Year
Since launch 24.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
Fund Manager information for Principal Emerging Bluechip Fund
NameSinceTenure

Data below for Principal Emerging Bluechip Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. 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 23.2% since its launch.  Ranked 13 in Mid Cap category.  Return for 2022 was 4.8% , 2021 was 37.5% and 2020 was 11.8% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (27 Jan 23) ₹713.727 ↓ -7.90   (-1.09 %)
Net Assets (Cr) ₹7,320 on 31 Dec 22
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.07
Information Ratio -1.38
Alpha Ratio 0.66
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 Dec 17₹10,000
31 Dec 18₹8,459
31 Dec 19₹8,434
31 Dec 20₹9,429
31 Dec 21₹12,963
31 Dec 22₹13,590

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 ₹349,120.
Net Profit of ₹49,120
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 31 Dec 21

DurationReturns
1 Month -3.8%
3 Month -4.6%
6 Month 3.4%
1 Year 4.6%
3 Year 13.1%
5 Year 5.8%
10 Year
15 Year
Since launch 23.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.8%
2021 37.5%
2020 11.8%
2019 -0.3%
2018 -15.4%
2017 40.8%
2016 11.3%
2015 11.2%
2014 75%
2013 4.6%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 211.85 Yr.
Ratish Varier24 Feb 211.85 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services24.04%
Consumer Cyclical23.25%
Industrials14.04%
Basic Materials12.03%
Health Care8.03%
Consumer Defensive6.21%
Technology4.68%
Utility2.42%
Communication Services1.53%
Real Estate1.48%
Energy0.31%
Asset Allocation
Asset ClassValue
Cash1.98%
Equity98.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹256 Cr19,438,756
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 09 | SCHAEFFLER
3%₹243 Cr907,518
↑ 15,340
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
3%₹228 Cr1,824,823
↓ -146,644
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 21 | 532215
3%₹221 Cr2,451,728
Bank of Baroda (Financial Services)
Equity, Since 31 Dec 20 | 532134
3%₹204 Cr12,281,687
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 21 | SRTRANSFIN
3%₹202 Cr1,499,413
↓ -6,671
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
3%₹200 Cr1,361,114
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 20 | CROMPTON
2%₹187 Cr5,140,621
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Dec 14 | 506076
2%₹180 Cr938,022
↓ -38,470
SRF Ltd (Basic Materials)
Equity, Since 31 Oct 20 | SRF
2%₹180 Cr759,620
↓ -15,629

3. HDFC Long Term Advantage Fund

To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments

HDFC Long Term Advantage Fund is a Equity - ELSS fund was launched on 2 Jan 01. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.4% since its launch.  Ranked 23 in ELSS category. .

Below is the key information for HDFC Long Term Advantage Fund

HDFC Long Term Advantage Fund
Growth
Launch Date 2 Jan 01
NAV (14 Jan 22) ₹595.168 ↑ 0.28   (0.05 %)
Net Assets (Cr) ₹1,318 on 30 Nov 21
Category Equity - ELSS
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio 2.27
Information Ratio -0.15
Alpha Ratio 1.75
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹9,610
31 Dec 19₹10,581
31 Dec 20₹11,798
31 Dec 21₹15,911

HDFC Long Term 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 ₹470,047.
Net Profit of ₹170,047
Invest Now

Purchase not allowed

Returns for HDFC Long Term 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 31 Dec 21

DurationReturns
1 Month 4.4%
3 Month 1.2%
6 Month 15.4%
1 Year 35.5%
3 Year 20.6%
5 Year 17.4%
10 Year
15 Year
Since launch 21.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
Fund Manager information for HDFC Long Term Advantage Fund
NameSinceTenure

Data below for HDFC Long Term Advantage Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

4. Aditya Birla Sun Life Equity Fund

An Open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities.

Aditya Birla Sun Life Equity Fund is a Equity - Multi Cap fund was launched on 27 Aug 98. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.2% since its launch.  Ranked 16 in Multi Cap category.  Return for 2022 was -1.1% , 2021 was 30.3% and 2020 was 16.1% .

Below is the key information for Aditya Birla Sun Life Equity Fund

Aditya Birla Sun Life Equity Fund
Growth
Launch Date 27 Aug 98
NAV (27 Jan 23) ₹1,100.37 ↓ -15.39   (-1.38 %)
Net Assets (Cr) ₹16,192 on 31 Dec 22
Category Equity - Multi Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.83
Sharpe Ratio -0.31
Information Ratio -0.75
Alpha Ratio -5.31
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹9,591
31 Dec 19₹10,409
31 Dec 20₹12,082
31 Dec 21₹15,740
31 Dec 22₹15,566

Aditya Birla Sun Life 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 ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Aditya Birla Sun Life 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 31 Dec 21

DurationReturns
1 Month -3.4%
3 Month -3.4%
6 Month 4.2%
1 Year -1.1%
3 Year 12%
5 Year 8.1%
10 Year
15 Year
Since launch 21.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -1.1%
2021 30.3%
2020 16.1%
2019 8.5%
2018 -4.1%
2017 33.5%
2016 15.2%
2015 2.9%
2014 56.6%
2013 7.1%
Fund Manager information for Aditya Birla Sun Life Equity Fund
NameSinceTenure
Anil Shah3 Oct 1210.25 Yr.
Vinod Bhat30 Jan 211.92 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services34.71%
Technology13.31%
Health Care12.45%
Basic Materials10.85%
Consumer Cyclical7.24%
Communication Services6.66%
Consumer Defensive5.8%
Industrials3.26%
Energy2.86%
Utility0.41%
Real Estate0.13%
Asset Allocation
Asset ClassValue
Cash1.98%
Equity98.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
10%₹1,692 Cr17,761,302
↓ -200,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
7%₹1,161 Cr7,103,615
↓ -200,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
7%₹1,144 Cr7,112,008
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
5%₹819 Cr9,648,456
↓ -111,097
HCL Technologies Ltd (Technology)
Equity, Since 30 Nov 11 | HCLTECH
4%₹740 Cr6,599,459
↓ -112,916
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 18 | SUNPHARMA
4%₹631 Cr6,032,388
↑ 85,319
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | 532215
4%₹591 Cr6,560,812
↑ 500,000
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Jun 22 | APOLLOHOSP
3%₹558 Cr1,180,124
↑ 80,000
Tata Steel Ltd (Basic Materials)
Equity, Since 31 May 16 | TATASTEEL
3%₹429 Cr39,883,880
↑ 2,000,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
3%₹429 Cr637,953

5. Franklin India Taxshield

The primary objective for Franklin IndiaTaxshield is to provide medium to long term growth of capital along with income tax rebate

Franklin India Taxshield is a Equity - ELSS fund was launched on 10 Apr 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.7% since its launch.  Ranked 28 in ELSS category.  Return for 2022 was 5.4% , 2021 was 36.7% and 2020 was 9.8% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (27 Jan 23) ₹877.065 ↓ -14.24   (-1.60 %)
Net Assets (Cr) ₹4,908 on 31 Dec 22
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio 0.1
Information Ratio -0.15
Alpha Ratio 1.08
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹9,697
31 Dec 19₹10,195
31 Dec 20₹11,195
31 Dec 21₹15,303
31 Dec 22₹16,130

Franklin India Taxshield SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Franklin India Taxshield

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

DurationReturns
1 Month -4%
3 Month -3.5%
6 Month 6.1%
1 Year 1.6%
3 Year 14.5%
5 Year 8.9%
10 Year
15 Year
Since launch 20.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 5.4%
2021 36.7%
2020 9.8%
2019 5.1%
2018 -3%
2017 29.1%
2016 4.7%
2015 4%
2014 56.9%
2013 6.1%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
Anand Radhakrishnan18 Oct 211.2 Yr.
R. Janakiraman2 May 166.67 Yr.

Data below for Franklin India Taxshield as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services32.9%
Technology11.01%
Industrials10.62%
Consumer Cyclical9.8%
Consumer Defensive8.15%
Basic Materials7%
Utility5.37%
Communication Services5.33%
Energy3.26%
Health Care2.88%
Asset Allocation
Asset ClassValue
Cash3.67%
Equity96.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
9%₹448 Cr4,700,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
8%₹418 Cr2,600,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
7%₹345 Cr3,825,000
↓ -175,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
6%₹327 Cr2,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
5%₹272 Cr3,200,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
5%₹259 Cr1,250,000
↓ -30,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
4%₹181 Cr3,000,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
3%₹157 Cr1,400,000
↓ -100,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | MCDOWELL-N
3%₹149 Cr1,600,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Jun 11 | GRASIM
3%₹141 Cr800,000

6. Nippon India Banking Fund

The primary investment objective of the Scheme is to seek to generate continuous returns by actively investing in equity and equity related securities of companies in the Banking Sector and companies engaged in allied activities related to Banking Sector. The AMC will have the discretion to completely or partially invest in any of the type of securities stated above with a view to maximize the returns or on defensive considerations. However, there can be no assurance that the investment objective of the Scheme will be realized, as actual market movements may be at variance with anticipated trends.

Nippon India Banking Fund is a Equity - Sectoral fund was launched on 26 May 03. It is a fund with High risk and has given a CAGR/Annualized return of 20.4% since its launch.  Ranked 15 in Sectoral category.  Return for 2022 was 20.7% , 2021 was 29.7% and 2020 was -10.6% .

Below is the key information for Nippon India Banking Fund

Nippon India Banking Fund
Growth
Launch Date 26 May 03
NAV (27 Jan 23) ₹388.78 ↓ -10.47   (-2.62 %)
Net Assets (Cr) ₹4,020 on 31 Dec 22
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.1
Sharpe Ratio 0.8
Information Ratio 0.2
Alpha Ratio 9.4
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 Dec 17₹10,000
31 Dec 18₹9,878
31 Dec 19₹10,937
31 Dec 20₹9,781
31 Dec 21₹12,689
31 Dec 22₹15,314

Nippon India Banking 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 Banking Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

DurationReturns
1 Month -4.8%
3 Month -1.6%
6 Month 8.7%
1 Year 7.1%
3 Year 10.2%
5 Year 7%
10 Year
15 Year
Since launch 20.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 20.7%
2021 29.7%
2020 -10.6%
2019 10.7%
2018 -1.2%
2017 44.1%
2016 11.5%
2015 -6%
2014 64.9%
2013 -10.4%
Fund Manager information for Nippon India Banking Fund
NameSinceTenure
Vinay Sharma9 Apr 184.73 Yr.
Kinjal Desai25 May 184.61 Yr.
Bhavik Dave18 Jun 211.54 Yr.
Akshay Sharma1 Dec 220.08 Yr.

Data below for Nippon India Banking Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services96.24%
Asset Allocation
Asset ClassValue
Cash3.22%
Equity96.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
11%₹430 Cr2,672,332
↓ -100,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
10%₹417 Cr4,380,358
↓ -100,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | 532215
9%₹347 Cr3,855,216
State Bank of India (Financial Services)
Equity, Since 31 Mar 14 | SBIN
8%₹335 Cr5,561,726
↓ -100,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 21 | HDFC
6%₹228 Cr845,000
↓ -225,000
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 20 | SBICARD
4%₹171 Cr2,073,027
↑ 250,000
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 May 19 | INDUSINDBK
4%₹155 Cr1,328,251
LIC Housing Finance Ltd (Financial Services)
Equity, Since 30 Jun 21 | LICHSGFIN
4%₹155 Cr4,000,000
↑ 500,000
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 21 | EQUITASBNK
4%₹150 Cr26,315,867
↑ 665,573
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 04 | FEDERALBNK
3%₹132 Cr10,066,730
↓ -500,000

7. Aditya Birla Sun Life Midcap Fund

An Open ended Growth Scheme with the objective to achieve long term growth of capital at controlled level of risk by investing primarily in ‘Mid-Cap’ Stocks. The level of risk is somewhat higher than a fund focused on large and liquid stocks. Concomitantly, the aim is to generate higher returns than a fund focused on large and liquid stocks.

Aditya Birla Sun Life Midcap Fund is a Equity - Mid Cap fund was launched on 3 Oct 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.4% since its launch.  Ranked 16 in Mid Cap category.  Return for 2022 was -5.3% , 2021 was 50.4% and 2020 was 15.5% .

Below is the key information for Aditya Birla Sun Life Midcap Fund

Aditya Birla Sun Life Midcap Fund
Growth
Launch Date 3 Oct 02
NAV (27 Jan 23) ₹436.37 ↓ -3.82   (-0.87 %)
Net Assets (Cr) ₹3,481 on 31 Dec 22
Category Equity - Mid Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.1
Sharpe Ratio -0.63
Information Ratio -1.28
Alpha Ratio -9.73
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 Dec 17₹10,000
31 Dec 18₹8,396
31 Dec 19₹8,081
31 Dec 20₹9,337
31 Dec 21₹14,042
31 Dec 22₹13,293

Aditya Birla Sun Life 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 ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for Aditya Birla Sun Life 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 31 Dec 21

DurationReturns
1 Month -2.7%
3 Month -6.2%
6 Month -2.4%
1 Year -4.7%
3 Year 14.2%
5 Year 5.6%
10 Year
15 Year
Since launch 20.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -5.3%
2021 50.4%
2020 15.5%
2019 -3.7%
2018 -16%
2017 44.8%
2016 5.7%
2015 10.4%
2014 72.6%
2013 -2%
Fund Manager information for Aditya Birla Sun Life Midcap Fund
NameSinceTenure
Anil Shah27 Apr 202.68 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services19.28%
Basic Materials18.19%
Consumer Cyclical16.85%
Industrials14.37%
Health Care9.27%
Technology5.98%
Utility4.06%
Consumer Defensive3.68%
Real Estate2.37%
Communication Services2.05%
Asset Allocation
Asset ClassValue
Cash3.41%
Equity96.59%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Sep 19 | FLUOROCHEM
4%₹160 Cr457,307
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 19 | CHOLAFIN
4%₹130 Cr1,821,603
Mphasis Ltd (Technology)
Equity, Since 31 Mar 20 | 526299
3%₹111 Cr548,427
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Aug 18 | 506395
3%₹109 Cr1,167,738
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 16 | CROMPTON
3%₹106 Cr2,912,243
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | FEDERALBNK
3%₹104 Cr7,907,653
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 19 | 540611
3%₹97 Cr1,515,622
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 May 17 | 532843
3%₹96 Cr3,319,435
AIA Engineering Ltd (Industrials)
Equity, Since 31 Mar 21 | AIAENG
2%₹89 Cr330,294
Cummins India Ltd (Industrials)
Equity, Since 31 Jan 22 | 500480
2%₹88 Cr619,671

8. SBI Technology Opportunities Fund

(Erstwhile SBI IT Fund)

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

SBI Technology Opportunities Fund is a Equity - Sectoral fund was launched on 9 Jan 13. It is a fund with High risk and has given a CAGR/Annualized return of 20.1% since its launch.  Ranked 42 in Sectoral category.  Return for 2022 was -15.5% , 2021 was 66.4% and 2020 was 47.3% .

Below is the key information for SBI Technology Opportunities Fund

SBI Technology Opportunities Fund
Growth
Launch Date 9 Jan 13
NAV (27 Jan 23) ₹144.136 ↓ -0.72   (-0.50 %)
Net Assets (Cr) ₹2,741 on 31 Dec 22
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.26
Sharpe Ratio -0.93
Information Ratio 0.78
Alpha Ratio 1.46
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-15 Days (0.5%),15 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹11,714
31 Dec 19₹13,148
31 Dec 20₹19,371
31 Dec 21₹32,238
31 Dec 22₹27,252

SBI Technology Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for SBI Technology Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

DurationReturns
1 Month 3.4%
3 Month 5.2%
6 Month 11.2%
1 Year 0%
3 Year 26.8%
5 Year 20.7%
10 Year
15 Year
Since launch 20.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -15.5%
2021 66.4%
2020 47.3%
2019 12.2%
2018 17.1%
2017 13%
2016 -3.3%
2015 2.4%
2014 29.2%
2013
Fund Manager information for SBI Technology Opportunities Fund
NameSinceTenure
Saurabh Pant1 Jan 221 Yr.
Mohit Jain1 Jan 221 Yr.

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

Equity Sector Allocation
SectorValue
Technology75.23%
Communication Services20.08%
Consumer Cyclical0.39%
Health Care0.21%
Consumer Defensive0.19%
Industrials0.14%
Utility0.04%
Financial Services0.02%
Asset Allocation
Asset ClassValue
Cash3.7%
Equity96.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
30%₹850 Cr5,200,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
13%₹373 Cr1,100,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
10%₹280 Cr3,300,000
NVIDIA Corp (Technology)
Equity, Since 30 Apr 21 | NVDA
7%₹200 Cr157,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH
7%₹191 Cr1,700,000
Netflix Inc (Communication Services)
Equity, Since 31 Aug 21 | NFLX
6%₹181 Cr78,955
↓ -13,045
Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT
5%₹127 Cr65,000
↓ -27,000
Wipro Ltd (Technology)
Equity, Since 30 Apr 21 | 507685
4%₹125 Cr3,080,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 22 | 532755
3%₹89 Cr830,000
Invesco QQQ Trust
- | QQQ
3%₹78 Cr34,000

9. ICICI Prudential Value Discovery Fund

To generate returns through a combination of dividend income and capital appreciation by investing primarily in a well-diversified portfolio of value stocks. Value stocks are those, which have attractive valuations in relation to earnings or book value or current and/or future dividends.

ICICI Prudential Value Discovery Fund is a Equity - Value fund was launched on 16 Aug 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.7% since its launch.  Ranked 62 in Value category.  Return for 2022 was 15% , 2021 was 38.5% and 2020 was 22.9% .

Below is the key information for ICICI Prudential Value Discovery Fund

ICICI Prudential Value Discovery Fund
Growth
Launch Date 16 Aug 04
NAV (27 Jan 23) ₹276.74 ↓ -2.70   (-0.97 %)
Net Assets (Cr) ₹27,515 on 31 Dec 22
Category Equity - Value
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio 0.78
Information Ratio 1.02
Alpha Ratio 9.55
Min Investment 1,000
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 Dec 17₹10,000
31 Dec 18₹9,578
31 Dec 19₹9,635
31 Dec 20₹11,838
31 Dec 21₹16,398
31 Dec 22₹18,850

ICICI Prudential Value Discovery 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 ICICI Prudential Value Discovery Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

DurationReturns
1 Month -0.2%
3 Month 2.5%
6 Month 11.3%
1 Year 11.3%
3 Year 23.8%
5 Year 12.9%
10 Year
15 Year
Since launch 19.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 15%
2021 38.5%
2020 22.9%
2019 0.6%
2018 -4.2%
2017 23.8%
2016 4.6%
2015 5.4%
2014 73.8%
2013 8.3%
Fund Manager information for ICICI Prudential Value Discovery Fund
NameSinceTenure
Sankaran Naren18 Jan 211.95 Yr.
Dharmesh Kakkad18 Jan 211.95 Yr.
Sharmila D’mello30 Jun 220.51 Yr.

Data below for ICICI Prudential Value Discovery Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services23.53%
Health Care12.97%
Energy9.88%
Consumer Cyclical8.5%
Technology8.47%
Communication Services7.91%
Utility6.59%
Consumer Defensive4.52%
Industrials4.22%
Basic Materials3.34%
Asset Allocation
Asset ClassValue
Cash10.06%
Equity89.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 28 Feb 21 | 500312
8%₹2,326 Cr164,874,829
↓ -4,092,550
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 May 16 | SUNPHARMA
7%₹2,073 Cr19,816,788
↑ 220,417
NTPC Ltd (Utilities)
Equity, Since 30 Sep 14 | 532555
6%₹1,740 Cr101,059,085
↑ 472,103
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
5%₹1,317 Cr13,823,168
↓ -2,220,255
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
4%₹1,203 Cr14,171,514
↓ -1,105,166
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 20 | 532215
3%₹949 Cr10,533,261
↑ 4,603,200
Infosys Ltd (Technology)
Equity, Since 30 Sep 14 | INFY
3%₹945 Cr5,777,745
↓ -1,627,200
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 21 | HDFCBANK
3%₹920 Cr5,716,826
↓ -247,510
State Bank of India (Financial Services)
Equity, Since 31 Jan 21 | SBIN
3%₹697 Cr11,565,092
↓ -575,831
HCL Technologies Ltd (Technology)
Equity, Since 31 May 16 | HCLTECH
3%₹695 Cr6,204,721
↓ -1,092,700

10. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Midcap 30 Fund  is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.7% since its launch.  Ranked 27 in Mid Cap category.  Return for 2022 was 10.7% , 2021 was 55.8% and 2020 was 9.3% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (27 Jan 23) ₹49.6086 ↓ -0.21   (-0.43 %)
Net Assets (Cr) ₹3,627 on 31 Dec 22
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.46
Sharpe Ratio 0.39
Information Ratio -0.13
Alpha Ratio 6.26
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 Dec 17₹10,000
31 Dec 18₹8,730
31 Dec 19₹9,578
31 Dec 20₹10,470
31 Dec 21₹16,316
31 Dec 22₹18,063

Motilal Oswal Midcap 30 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 Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

DurationReturns
1 Month -1.2%
3 Month -4.5%
6 Month 7.7%
1 Year 10.3%
3 Year 20.5%
5 Year 13.2%
10 Year
15 Year
Since launch 19.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 10.7%
2021 55.8%
2020 9.3%
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
2014
2013
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Niket Shah1 Jul 202.5 Yr.
Ankush Sood11 Nov 220.14 Yr.
Rakesh Shetty22 Nov 220.11 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 31 Dec 22

Equity Sector Allocation
SectorValue
Consumer Cyclical23.02%
Basic Materials16.64%
Industrials15.82%
Real Estate10.67%
Financial Services9.54%
Utility6.21%
Health Care3.71%
Asset Allocation
Asset ClassValue
Cash15.84%
Equity84.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Mar 21 | 500093
11%₹398 Cr14,250,000
↑ 1,250,000
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jul 20 | TIINDIA
10%₹374 Cr1,350,000
↓ -350,000
Phoenix Mills Ltd (Real Estate)
Equity, Since 30 Apr 20 | 503100
10%₹364 Cr2,497,177
↓ -236
Ambuja Cements Ltd (Basic Materials)
Equity, Since 31 Aug 22 | 500425
9%₹314 Cr5,500,000
Campus Activewear Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | 543523
7%₹240 Cr5,337,790
↑ 36,976
Gujarat Gas Ltd (Utilities)
Equity, Since 30 Sep 21 | GUJGASLTD
6%₹227 Cr4,552,364
↓ -1,444,067
Voltas Ltd (Industrials)
Equity, Since 31 Oct 17 | VOLTAS
3%₹115 Cr1,400,000
↑ 400,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Sep 22 | DEEPAKNTR
3%₹112 Cr513,083
↑ 13,083
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | 540611
3%₹109 Cr1,700,000
↓ -500,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 500251
3%₹103 Cr700,000
↑ 586,126

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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