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BSE SENSEX Growth Over Years

Updated on June 25, 2025 , 2455 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 May 20₹10,000
31 May 21₹17,195

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
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
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 24% since its launch.  Ranked 13 in Mid Cap category.  Return for 2024 was 32% , 2023 was 40.4% and 2022 was 4.8% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (27 Jun 25) ₹1,386.46 ↑ 3.93   (0.28 %)
Net Assets (Cr) ₹12,344 on 31 May 25
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 0.38
Information Ratio 0.1
Alpha Ratio 2.99
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 May 20₹10,000
31 May 21₹17,030
31 May 22₹18,572
31 May 23₹21,946
31 May 24₹33,545
31 May 25₹37,990

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 ₹612,552.
Net Profit of ₹312,552
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 3.3%
3 Month 11.8%
6 Month 1.1%
1 Year 9.3%
3 Year 29.9%
5 Year 28.6%
10 Year
15 Year
Since launch 24%
Historical performance (Yearly) on absolute basis
YearReturns
2024 32%
2023 40.4%
2022 4.8%
2021 37.5%
2020 11.8%
2019 -0.3%
2018 -15.4%
2017 40.8%
2016 11.3%
2015 11.2%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 214.27 Yr.
Ratish Varier24 Feb 214.27 Yr.

Data below for Sundaram Mid Cap Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Consumer Cyclical18.11%
Financial Services16.95%
Industrials13.46%
Health Care10.85%
Basic Materials10.56%
Technology6.46%
Consumer Defensive4.33%
Real Estate3.73%
Communication Services2.57%
Utility2.11%
Energy1.94%
Asset Allocation
Asset ClassValue
Cash8.92%
Equity91.08%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 506395
3%₹387 Cr1,747,182
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹379 Cr19,247,362
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹368 Cr1,270,127
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
3%₹311 Cr6,016,821
Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 500257
2%₹283 Cr1,350,321
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 532843
2%₹266 Cr3,879,249
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT
2%₹258 Cr484,892
Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 531642
2%₹256 Cr3,599,583
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN
2%₹238 Cr9,072,077
↑ 459,958
Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 532814
2%₹231 Cr4,081,771
↓ -202,003

3. 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 22.9% since its launch.  Ranked 27 in Mid Cap category.  Return for 2024 was 57.1% , 2023 was 41.7% and 2022 was 10.7% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (27 Jun 25) ₹103.517 ↑ 0.21   (0.21 %)
Net Assets (Cr) ₹30,401 on 31 May 25
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.66
Sharpe Ratio 0.56
Information Ratio 0.47
Alpha Ratio 9.44
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 May 20₹10,000
31 May 21₹17,139
31 May 22₹21,910
31 May 23₹27,996
31 May 24₹41,746
31 May 25₹49,975

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 ₹738,840.
Net Profit of ₹438,840
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 4.2%
3 Month 11.5%
6 Month -7.1%
1 Year 10%
3 Year 35.4%
5 Year 36.2%
10 Year
15 Year
Since launch 22.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 57.1%
2023 41.7%
2022 10.7%
2021 55.8%
2020 9.3%
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Ajay Khandelwal1 Oct 240.66 Yr.
Niket Shah1 Jul 204.92 Yr.
Rakesh Shetty22 Nov 222.52 Yr.
Sunil Sawant1 Jul 240.92 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 31 May 25

Equity Sector Allocation
SectorValue
Technology29.99%
Consumer Cyclical16.64%
Industrials14.58%
Health Care4.76%
Communication Services3.95%
Real Estate3.03%
Basic Materials2.07%
Utility0.35%
Financial Services0.09%
Asset Allocation
Asset ClassValue
Cash32.1%
Equity67.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
10%₹3,078 Cr3,600,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
10%₹2,960 Cr5,250,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
8%₹2,437 Cr43,490,250
Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB
5%₹1,498 Cr2,500,000
Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA
4%₹1,236 Cr6,750,000
↑ 250,000
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON
4%₹1,227 Cr835,200
↑ 100,000
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | TRENT
4%₹1,210 Cr2,143,194
↑ 7,450
One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 543396
4%₹1,149 Cr12,900,814
↑ 512,314
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH
4%₹1,122 Cr9,969,361
KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI
3%₹993 Cr2,750,000
↑ 50,000

4. 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 May 20₹10,000
31 May 21₹17,522

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
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
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

5. 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 21.4% since its launch.  Ranked 16 in Multi Cap category.  Return for 2024 was 18.5% , 2023 was 26% and 2022 was -1.1% .

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 Jun 25) ₹1,822.13 ↑ 6.69   (0.37 %)
Net Assets (Cr) ₹22,826 on 31 May 25
Category Equity - Multi Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio 0.46
Information Ratio 0.16
Alpha Ratio 4.31
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 May 20₹10,000
31 May 21₹16,857
31 May 22₹17,415
31 May 23₹19,444
31 May 24₹25,675
31 May 25₹29,203

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 ₹543,623.
Net Profit of ₹243,623
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 3.6%
3 Month 10.3%
6 Month 6.7%
1 Year 9.2%
3 Year 22%
5 Year 23.1%
10 Year
15 Year
Since launch 21.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 18.5%
2023 26%
2022 -1.1%
2021 30.3%
2020 16.1%
2019 8.5%
2018 -4.1%
2017 33.5%
2016 15.2%
2015 2.9%
Fund Manager information for Aditya Birla Sun Life Equity Fund
NameSinceTenure
Harish Krishnan3 Nov 231.58 Yr.
Dhaval Joshi21 Nov 222.53 Yr.

Data below for Aditya Birla Sun Life Equity Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services34.41%
Consumer Cyclical11.68%
Industrials10.06%
Basic Materials9.91%
Consumer Defensive8.05%
Technology8.03%
Health Care6.6%
Energy5.77%
Communication Services3.32%
Real Estate0.57%
Asset Allocation
Asset ClassValue
Cash1.59%
Equity98.41%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
9%₹1,911 Cr13,394,840
↓ -105,160
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
5%₹1,040 Cr5,404,179
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
4%₹998 Cr4,518,799
↓ -44,883
Reliance Industries Ltd (Energy)
Equity, Since 31 May 19 | RELIANCE
4%₹963 Cr6,851,937
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
4%₹858 Cr5,721,716
↓ -351,765
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
3%₹620 Cr3,327,784
↓ -55,030
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 18 | SUNPHARMA
3%₹597 Cr3,258,094
HCL Technologies Ltd (Technology)
Equity, Since 30 Nov 11 | HCLTECH
2%₹544 Cr3,470,608
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | 532215
2%₹524 Cr4,422,166
↑ 93,918
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Apr 14 | RADICO
2%₹480 Cr1,953,595
↓ -38,836

6. 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 21.2% since its launch.  Ranked 16 in Mid Cap category.  Return for 2024 was 22% , 2023 was 39.9% and 2022 was -5.3% .

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 Jun 25) ₹795.07 ↑ 1.07   (0.13 %)
Net Assets (Cr) ₹5,922 on 31 May 25
Category Equity - Mid Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.94
Sharpe Ratio 0.25
Information Ratio -1.23
Alpha Ratio 0.39
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 May 20₹10,000
31 May 21₹18,086
31 May 22₹20,944
31 May 23₹23,165
31 May 24₹33,214
31 May 25₹36,628

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 ₹598,181.
Net Profit of ₹298,181
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 4%
3 Month 11.5%
6 Month 3.3%
1 Year 5.8%
3 Year 23.7%
5 Year 27.6%
10 Year
15 Year
Since launch 21.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 22%
2023 39.9%
2022 -5.3%
2021 50.4%
2020 15.5%
2019 -3.7%
2018 -16%
2017 44.8%
2016 5.7%
2015 10.4%
Fund Manager information for Aditya Birla Sun Life Midcap Fund
NameSinceTenure
Vishal Gajwani31 Oct 240.58 Yr.
Dhaval Joshi21 Nov 222.53 Yr.

Data below for Aditya Birla Sun Life Midcap Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services22.13%
Basic Materials17.4%
Consumer Cyclical15.84%
Health Care12.06%
Industrials11.18%
Technology7.48%
Real Estate3.81%
Consumer Defensive3.26%
Utility3%
Communication Services1.26%
Asset Allocation
Asset ClassValue
Cash2.58%
Equity97.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 May 17 | 532843
3%₹193 Cr2,821,912
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 19 | 540611
3%₹190 Cr2,807,000
↑ 400,000
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 14 | CHOLAHLDNG
3%₹180 Cr964,000
Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 19 | 532779
3%₹169 Cr1,100,000
Max Financial Services Ltd (Financial Services)
Equity, Since 28 Feb 17 | 500271
3%₹160 Cr1,225,565
Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Sep 19 | FLUOROCHEM
3%₹150 Cr384,431
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | KPRMILL
3%₹150 Cr1,500,000
United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Jul 21 | UBL
2%₹141 Cr652,792
Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 28 Feb 21 | 532296
2%₹138 Cr1,000,000
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN
2%₹137 Cr2,244,070

7. Nippon India Small Cap Fund

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.2% since its launch.  Ranked 6 in Small Cap category.  Return for 2024 was 26.1% , 2023 was 48.9% and 2022 was 6.5% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (27 Jun 25) ₹172.095 ↑ 0.92   (0.53 %)
Net Assets (Cr) ₹63,007 on 31 May 25
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio 0.08
Information Ratio 0.28
Alpha Ratio -2.16
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 May 20₹10,000
31 May 21₹22,034
31 May 22₹26,339
31 May 23₹33,417
31 May 24₹51,089
31 May 25₹54,222

Nippon India Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹756,118.
Net Profit of ₹456,118
Invest Now

Returns for Nippon India Small Cap Fund

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

DurationReturns
1 Month 4%
3 Month 14.5%
6 Month -1.7%
1 Year 0.9%
3 Year 30.8%
5 Year 37.5%
10 Year
15 Year
Since launch 21.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 26.1%
2023 48.9%
2022 6.5%
2021 74.3%
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 178.41 Yr.
Kinjal Desai25 May 187.02 Yr.

Data below for Nippon India Small Cap Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Industrials22.85%
Consumer Cyclical14.12%
Financial Services13.91%
Basic Materials12.5%
Consumer Defensive9.15%
Health Care8.25%
Technology8.09%
Energy1.92%
Utility1.9%
Communication Services1.47%
Real Estate0.5%
Asset Allocation
Asset ClassValue
Cash5.34%
Equity94.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹1,280 Cr6,650,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX
2%₹1,134 Cr1,851,010
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | DIXON
1%₹773 Cr470,144
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS
1%₹766 Cr4,472,130
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA
1%₹724 Cr2,499,222
State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN
1%₹718 Cr9,100,000
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 590003
1%₹693 Cr31,784,062
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 500103
1%₹624 Cr27,500,000
Emami Ltd (Consumer Defensive)
Equity, Since 31 Jul 23 | 531162
1%₹623 Cr9,970,126
NLC India Ltd (Utilities)
Equity, Since 31 Oct 22 | NLCINDIA
1%₹619 Cr27,190,940

8. 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 21.1% since its launch.  Ranked 28 in ELSS category.  Return for 2024 was 22.4% , 2023 was 31.2% and 2022 was 5.4% .

Below is the key information for Franklin India Taxshield

Franklin India Taxshield
Growth
Launch Date 10 Apr 99
NAV (27 Jun 25) ₹1,512.08 ↑ 7.66   (0.51 %)
Net Assets (Cr) ₹6,719 on 31 May 25
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.83
Sharpe Ratio 0.3
Information Ratio 1.1
Alpha Ratio 1.73
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 May 20₹10,000
31 May 21₹17,366
31 May 22₹18,820
31 May 23₹21,509
31 May 24₹30,479
31 May 25₹33,770

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 ₹584,107.
Net Profit of ₹284,107
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 3.3%
3 Month 9.5%
6 Month 3.1%
1 Year 6.7%
3 Year 24.8%
5 Year 26.2%
10 Year
15 Year
Since launch 21.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 22.4%
2023 31.2%
2022 5.4%
2021 36.7%
2020 9.8%
2019 5.1%
2018 -3%
2017 29.1%
2016 4.7%
2015 4%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
R. Janakiraman2 May 169.09 Yr.
Rajasa Kakulavarapu1 Dec 231.5 Yr.

Data below for Franklin India Taxshield as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services31.24%
Consumer Cyclical11.65%
Industrials10.51%
Technology8.65%
Health Care6.78%
Consumer Defensive5.77%
Communication Services5.55%
Utility4.8%
Basic Materials4.77%
Energy3.27%
Real Estate1.73%
Asset Allocation
Asset ClassValue
Cash5.28%
Equity94.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
10%₹649 Cr4,546,914
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
10%₹628 Cr3,260,417
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
5%₹333 Cr1,786,745
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
4%₹295 Cr883,853
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
4%₹288 Cr1,922,741
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
4%₹267 Cr2,252,948
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
3%₹229 Cr1,462,587
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
3%₹204 Cr1,449,806
↑ 125,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | KOTAKBANK
3%₹203 Cr917,310
↑ 73,780
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | UNITDSPR
3%₹200 Cr1,276,457

9. 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% since its launch.  Ranked 2 in Small Cap category.  Return for 2024 was 28.5% , 2023 was 46.1% and 2022 was 1% .

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

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (27 Jun 25) ₹83.2921 ↑ 0.16   (0.19 %)
Net Assets (Cr) ₹16,061 on 31 May 25
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.73
Sharpe Ratio 0.02
Information Ratio -0.39
Alpha Ratio -3.97
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 May 20₹10,000
31 May 21₹21,275
31 May 22₹25,707
31 May 23₹31,323
31 May 24₹46,528
31 May 25₹48,396

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 ₹705,310.
Net Profit of ₹405,310
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 31 Dec 21

DurationReturns
1 Month 5.3%
3 Month 14.4%
6 Month -6%
1 Year -1.3%
3 Year 26.6%
5 Year 34.7%
10 Year
15 Year
Since launch 21%
Historical performance (Yearly) on absolute basis
YearReturns
2024 28.5%
2023 46.1%
2022 1%
2021 77.4%
2020 15.5%
2019 -8.1%
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 195.46 Yr.
Sonal Gupta1 Oct 231.67 Yr.

Data below for L&T Emerging Businesses Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Industrials26.56%
Consumer Cyclical15.68%
Financial Services15.22%
Basic Materials10.89%
Technology9.44%
Health Care7.99%
Real Estate4.93%
Consumer Defensive4.43%
Energy0.97%
Asset Allocation
Asset ClassValue
Cash3.89%
Equity96.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL
2%₹351 Cr3,518,200
↑ 72,900
Neuland Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 24 | 524558
2%₹313 Cr261,377
↑ 261,377
Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 500040
2%₹306 Cr1,595,574
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | FEDERALBNK
2%₹306 Cr15,544,000
KFin Technologies Ltd (Technology)
Equity, Since 31 Aug 24 | KFINTECH
2%₹291 Cr2,429,736
Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 24 | NAM-INDIA
2%₹284 Cr4,446,300
↑ 355,900
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX
2%₹279 Cr455,150
↑ 50,216
Cohance Lifesciences Ltd (Healthcare)
Equity, Since 31 Mar 20 | SUVENPHAR
2%₹261 Cr2,298,085
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | 590003
2%₹260 Cr11,912,400
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING
2%₹259 Cr2,566,200

10. 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 20.8% since its launch.  Ranked 15 in Sectoral category.  Return for 2024 was 10.3% , 2023 was 24.2% and 2022 was 20.7% .

Below is the key information for Nippon India Banking Fund

Nippon India Banking Fund
Growth
Launch Date 26 May 03
NAV (27 Jun 25) ₹649.812 ↑ 3.34   (0.52 %)
Net Assets (Cr) ₹7,160 on 31 May 25
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 1.94
Sharpe Ratio 0.92
Information Ratio 0.82
Alpha Ratio -2.24
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 May 20₹10,000
31 May 21₹20,077
31 May 22₹20,981
31 May 23₹26,241
31 May 24₹32,127
31 May 25₹38,343

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 ₹598,181.
Net Profit of ₹298,181
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 3.8%
3 Month 13.3%
6 Month 14.5%
1 Year 14.6%
3 Year 26.1%
5 Year 27.6%
10 Year
15 Year
Since launch 20.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 10.3%
2023 24.2%
2022 20.7%
2021 29.7%
2020 -10.6%
2019 10.7%
2018 -1.2%
2017 44.1%
2016 11.5%
2015 -6%
Fund Manager information for Nippon India Banking Fund
NameSinceTenure
Vinay Sharma9 Apr 187.15 Yr.
Kinjal Desai25 May 187.02 Yr.
Bhavik Dave18 Jun 213.95 Yr.

Data below for Nippon India Banking Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services95.48%
Technology2.63%
Asset Allocation
Asset ClassValue
Cash1.88%
Equity98.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
21%₹1,456 Cr7,564,660
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
15%₹1,058 Cr7,415,358
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | 532215
10%₹687 Cr5,800,228
State Bank of India (Financial Services)
Equity, Since 31 Mar 14 | SBIN
5%₹382 Cr4,848,932
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 20 | SBICARD
3%₹238 Cr2,720,827
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 May 19 | INDUSINDBK
3%₹230 Cr2,744,975
↑ 117,367
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 20 | SBILIFE
3%₹230 Cr1,300,170
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 23 | 532978
3%₹224 Cr1,146,038
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK
3%₹211 Cr955,000
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 30 Apr 19 | CHOLAHLDNG
3%₹198 Cr1,062,694
↓ -97,661

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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