fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909
जानिए 10,15,20 साल में 1 करोड़ कैसे पाएं | म्युचुअल फंड एसआईपी

फिनकैश »म्यूचुअल फंड्स »1 करोड़ कैसे प्राप्त करें

निवेश करके 1 करोड़ कैसे प्राप्त करें

Updated on March 10, 2025 , 77871 views

मासिक म्यूचुअल फंड एसआईपी के माध्यम से निवेश

निवेश एक इक्विटी म्यूचुअल फंड योजना में an . के माध्यम सेसिप अपने दीर्घकालिक लक्ष्यों को प्राप्त करने का सबसे अच्छा तरीका है। इक्विटी में अन्य परिसंपत्ति वर्गों की तुलना में बेहतर रिटर्न देने की क्षमता है। यह आपको हराने में भी मदद कर सकता हैमुद्रास्फीति जो दीर्घकालिक लक्ष्यों को प्राप्त करने के लिए आवश्यक है। वे अनुकूल कराधान का भी आनंद लेते हैं। अब, लंबी अवधिराजधानी एक वर्ष में किए गए निवेश पर लाभ कर कर-मुक्त था (वित्त वर्ष 18-19 के केंद्रीय बजट से 1 फरवरी से 1 लाख वर्ष से अधिक के लाभ पर @ 10% का कर लगाया जाएगा, अर्थात यदि किसी व्यक्ति को लंबी अवधि में एक वित्तीय वर्ष में 1.1 लाख का लाभ होता है)पूंजीगत लाभ उसे 1,10 पर टैक्स देना होगा,000 - 1,00,000 = 10,000। 10,000 पर 10% = 1,000 इंचकरों)

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

कैसे पाएं 1 करोड़

विभिन्न समय-सीमाओं में 1 करोड़ कैसे प्राप्त करें, इसके उदाहरण नीचे दिए गए हैंएसआईपी में निवेश (व्यवस्थितनिवेश योजना) कासर्वश्रेष्ठ म्युचुअल फंड.

1. 20 साल में 1 करोड़ कैसे पाएं

रुपये के म्यूचुअल फंड एसआईपी के माध्यम से निवेश शुरू करें। 7,600 प्रति माह

अगर आप हर महीने 7,600 रुपये बचा सकते हैं, तो तुरंत एसआईपी शुरू करेंइक्विटी म्यूचुअल फंड. यदि आपको योजनाओं के चयन में सहायता की आवश्यकता है, तो आप हमारे अनुशंसित इक्विटी म्यूचुअल फंड पोर्टफोलियो की जांच कर सकते हैं और अपने आधार पर एक पोर्टफोलियो चुन सकते हैंजोखिम उठाने का माद्दा और एसआईपी राशि। यदि आपका पोर्टफोलियोम्यूचुअल फंड्स 14 प्रतिशत का वार्षिक रिटर्न देने का प्रबंधन करता है (जो कि से कम है)सीएजीआर सेंसेक्स द्वारा 1979 में स्थापना के बाद से पेश किया गया), आप 20 वर्षों में 1 करोड़ रुपये का एक कोष बनाने में सक्षम होंगे जैसा कि नीचे दिखाया गया है।

1 Crore in 20 Years

ऐतिहासिक रिटर्न के आधार पर मुख्य अनुमान नीचे दिए गए हैं:

मान्यताओं आंकड़े
विकास दर 14%
मुद्रास्फीति फैक्टर नहीं
निवेश राशि (दोपहर) 7,600
समय सीमा 20 साल
निवेश की गई राशि 18,24,000
कुल कोष 1,00,04,232
शुद्ध लाभ 81,80,232

अधिक विवरण हमारे द्वारा हमारे द्वारा काम किया जा सकता हैघूंट कैलकुलेटर नीचे दिए गए बटन पर क्लिक करके

2. 15 साल में 1 करोड़ कैसे पाएं

रुपये के म्यूचुअल फंड एसआईपी के माध्यम से निवेश शुरू करें। 16,320 प्रति माह

अगर आप हर महीने 16,320 रुपये बचा सकते हैं, तो इक्विटी म्यूचुअल फंड में तुरंत एसआईपी शुरू करें। यदि आपको योजनाओं के चयन में सहायता की आवश्यकता है, तो आप हमारे अनुशंसित इक्विटी म्यूचुअल फंड पोर्टफोलियो की जांच कर सकते हैं और अपनी जोखिम लेने की क्षमता और एसआईपी राशि के आधार पर एक पोर्टफोलियो चुन सकते हैं। यदि आपका म्यूचुअल फंड का पोर्टफोलियो 14 प्रतिशत का वार्षिक रिटर्न देने का प्रबंधन करता है (जो 1979 में स्थापना के बाद से सेंसेक्स द्वारा पेश किए गए सीएजीआर से कम है), तो आप नीचे दिखाए गए अनुसार 15 वर्षों में 1 करोड़ रुपये का कोष बना पाएंगे।

1 Crore in 15 Years

ऐतिहासिक रिटर्न के आधार पर मुख्य अनुमान नीचे दिए गए हैं:

मान्यताओं आंकड़े
विकास दर 14%
मुद्रास्फीति फैक्टर नहीं
निवेश राशि (दोपहर) 16,320
समय सीमा पन्द्रह साल
निवेश की गई राशि 29,37,600
कुल कोष 1,00,01,774
शुद्ध लाभ 70,64,174

नीचे दिए गए बटन पर क्लिक करके हमारे एसआईपी कैलकुलेटर का उपयोग करके अधिक विवरण पर काम किया जा सकता है

3. 10 साल में 1 करोड़ कैसे पाएं

रुपये के म्यूचुअल फंड एसआईपी के माध्यम से निवेश शुरू करें। 38,160 प्रति माह

अगर आप हर महीने 38,160 रुपये बचा सकते हैं, तो इक्विटी म्यूचुअल फंड में तुरंत एसआईपी शुरू करें। यदि आपको योजनाओं के चयन में सहायता की आवश्यकता है, तो आप हमारे अनुशंसित इक्विटी म्यूचुअल फंड पोर्टफोलियो की जांच कर सकते हैं और अपनी जोखिम लेने की क्षमता और एसआईपी राशि के आधार पर एक पोर्टफोलियो चुन सकते हैं। यदि आपका म्यूचुअल फंड का पोर्टफोलियो 14 प्रतिशत का वार्षिक रिटर्न देने का प्रबंधन करता है (जो कि 1979 में स्थापना के बाद से सेंसेक्स द्वारा पेश किए गए सीएजीआर से कम है), तो आप नीचे दिखाए गए अनुसार 10 वर्षों में 1 करोड़ रुपये का एक कोष बनाने में सक्षम होंगे।

1 Crore in 10 years

ऐतिहासिक रिटर्न के आधार पर मुख्य अनुमान नीचे दिए गए हैं:

मान्यताओं आंकड़े
विकास दर 14%
मुद्रास्फीति फैक्टर नहीं
निवेश राशि (दोपहर) 38,160
समय सीमा 10 वर्ष
निवेश की गई राशि 45,79,200
कुल कोष 1,00,01,408
शुद्ध लाभ 54,22,208
नीचे दिए गए बटन पर क्लिक करके हमारे एसआईपी कैलकुलेटर का उपयोग करके अधिक विवरण पर काम किया जा सकता है

शीर्ष 10 सर्वश्रेष्ठ प्रदर्शन करने वाले एसआईपी म्युचुअल फंड

नीचे नेट एसेट/एयूएम वाले सर्वश्रेष्ठ म्यूचुअल फंडों की सूची दी गई है500 करोड़ और क्रमबद्ध किया गया5 साल का सीएजीआर रिटर्न. जिसे दिए गए उद्देश्य को प्राप्त करने के लिए निवेशित देखा जा सकता है।

1. ICICI Prudential Infrastructure Fund

To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments.

ICICI Prudential Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 15.5% since its launch.  Ranked 27 in Sectoral category.  Return for 2024 was 27.4% , 2023 was 44.6% and 2022 was 28.8% .

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund
Growth
Launch Date 31 Aug 05
NAV (12 Mar 25) ₹167.85 ↓ -0.46   (-0.27 %)
Net Assets (Cr) ₹7,435 on 31 Jan 25
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.22
Sharpe Ratio 0.64
Information Ratio 0
Alpha Ratio 0
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
29 Feb 20₹10,000
28 Feb 21₹13,597
28 Feb 22₹17,702
28 Feb 23₹21,851
29 Feb 24₹35,616
28 Feb 25₹36,176

ICICI Prudential Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹721,906.
Net Profit of ₹421,906
Invest Now

Returns for ICICI Prudential Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Mar 25

DurationReturns
1 Month -1.4%
3 Month -13.8%
6 Month -15.3%
1 Year 3.3%
3 Year 27.6%
5 Year 35.2%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 27.4%
2022 44.6%
2021 28.8%
2020 50.1%
2019 3.6%
2018 2.6%
2017 -14%
2016 40.8%
2015 2%
2014 -3.4%
Fund Manager information for ICICI Prudential Infrastructure Fund
NameSinceTenure
Ihab Dalwai3 Jun 177.75 Yr.
Sharmila D’mello30 Jun 222.67 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Industrials37.53%
Basic Materials21.32%
Financial Services16.4%
Utility8.67%
Energy6.7%
Communication Services1.27%
Consumer Cyclical1.01%
Real Estate0.39%
Asset Allocation
Asset ClassValue
Cash6.12%
Equity93.3%
Debt0.59%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT
9%₹687 Cr1,925,850
↑ 221,167
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 500387
4%₹302 Cr108,747
↑ 13,090
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 24 | ADANIPORTS
4%₹296 Cr2,695,324
↑ 955,233
NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC
4%₹265 Cr10,506,117
↑ 2,958,417
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK
3%₹249 Cr1,990,000
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555
3%₹235 Cr7,260,775
↓ -450,000
Vedanta Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 500295
3%₹213 Cr4,823,662
↑ 1,000,935
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK
3%₹208 Cr1,225,000
↑ 200,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO
3%₹206 Cr477,106
↑ 20,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE
3%₹204 Cr1,609,486

2. 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 20.2% 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 (12 Mar 25) ₹143.245 ↓ -0.24   (-0.16 %)
Net Assets (Cr) ₹57,010 on 31 Jan 25
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio 0.26
Information Ratio 0.78
Alpha Ratio 3.88
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
29 Feb 20₹10,000
28 Feb 21₹14,616
28 Feb 22₹20,593
28 Feb 23₹23,276
29 Feb 24₹36,606
28 Feb 25₹35,820

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 ₹689,048.
Net Profit of ₹389,048
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 12 Mar 25

DurationReturns
1 Month -4.6%
3 Month -21%
6 Month -21%
1 Year 3.4%
3 Year 20.8%
5 Year 33.9%
10 Year
15 Year
Since launch 20.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 26.1%
2022 48.9%
2021 6.5%
2020 74.3%
2019 29.2%
2018 -2.5%
2017 -16.7%
2016 63%
2015 5.6%
2014 15.1%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 178.16 Yr.
Kinjal Desai25 May 186.77 Yr.

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

Equity Sector Allocation
SectorValue
Industrials23.92%
Financial Services13.39%
Consumer Cyclical12.69%
Basic Materials12.3%
Technology9.17%
Consumer Defensive8.8%
Health Care7.92%
Utility1.94%
Communication Services1.89%
Energy1.82%
Real Estate0.61%
Asset Allocation
Asset ClassValue
Cash5.07%
Equity94.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹1,130 Cr6,650,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX
2%₹1,061 Cr1,851,010
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS
1%₹831 Cr4,472,130
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA
1%₹830 Cr2,499,222
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 590003
1%₹757 Cr31,784,062
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | DIXON
1%₹705 Cr470,144
↓ -42,211
State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN
1%₹703 Cr9,100,000
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
1%₹674 Cr899,271
ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 500123
1%₹620 Cr614,648
↑ 23
NLC India Ltd (Utilities)
Equity, Since 31 Oct 22 | NLCINDIA
1%₹603 Cr27,190,940

3. IDFC Infrastructure Fund

The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. However, there can be no assurance that the investment objective of the scheme will be realized.

IDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 8 Mar 11. It is a fund with High risk and has given a CAGR/Annualized return of 10.9% since its launch.  Ranked 1 in Sectoral category.  Return for 2024 was 39.3% , 2023 was 50.3% and 2022 was 1.7% .

Below is the key information for IDFC Infrastructure Fund

IDFC Infrastructure Fund
Growth
Launch Date 8 Mar 11
NAV (12 Mar 25) ₹42.76 ↑ 0.07   (0.16 %)
Net Assets (Cr) ₹1,641 on 31 Jan 25
Category Equity - Sectoral
AMC IDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.33
Sharpe Ratio 0.49
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
29 Feb 20₹10,000
28 Feb 21₹14,023
28 Feb 22₹17,580
28 Feb 23₹18,995
29 Feb 24₹32,794
28 Feb 25₹31,727

IDFC Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹657,502.
Net Profit of ₹357,502
Invest Now

Returns for IDFC Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Mar 25

DurationReturns
1 Month -3.4%
3 Month -21%
6 Month -23.1%
1 Year 2.7%
3 Year 25.2%
5 Year 31.6%
10 Year
15 Year
Since launch 10.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 39.3%
2022 50.3%
2021 1.7%
2020 64.8%
2019 6.3%
2018 -5.3%
2017 -25.9%
2016 58.7%
2015 10.7%
2014 -0.2%
Fund Manager information for IDFC Infrastructure Fund
NameSinceTenure
Vishal Biraia24 Jan 241.1 Yr.
Ritika Behera7 Oct 231.4 Yr.
Gaurav Satra7 Jun 240.73 Yr.

Data below for IDFC Infrastructure Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Industrials56.44%
Utility12.75%
Basic Materials8.95%
Communication Services4.63%
Energy3.49%
Financial Services3.1%
Consumer Cyclical2.89%
Technology2.42%
Health Care1.83%
Asset Allocation
Asset ClassValue
Cash3.5%
Equity96.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS
5%₹82 Cr443,385
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹61 Cr171,447
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | RELIANCE
3%₹57 Cr452,706
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | 532538
3%₹54 Cr46,976
GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA
3%₹53 Cr4,797,143
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | ADANIPORTS
3%₹48 Cr434,979
PTC India Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 23 | PFS
3%₹47 Cr12,400,122
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
3%₹47 Cr289,163
KEC International Ltd (Industrials)
Equity, Since 30 Jun 24 | 532714
3%₹43 Cr512,915
↑ 37,553
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL
3%₹42 Cr1,431,700

4. Nippon India Power and Infra Fund

(Erstwhile Reliance Diversified Power Sector Fund)

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector.

Nippon India Power and Infra Fund is a Equity - Sectoral fund was launched on 8 May 04. It is a fund with High risk and has given a CAGR/Annualized return of 17.7% since its launch.  Ranked 13 in Sectoral category.  Return for 2024 was 26.9% , 2023 was 58% and 2022 was 10.9% .

Below is the key information for Nippon India Power and Infra Fund

Nippon India Power and Infra Fund
Growth
Launch Date 8 May 04
NAV (12 Mar 25) ₹297.69 ↓ -0.22   (-0.07 %)
Net Assets (Cr) ₹7,001 on 31 Jan 25
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.05
Sharpe Ratio 0.29
Information Ratio 1.18
Alpha Ratio 3.79
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
29 Feb 20₹10,000
28 Feb 21₹13,579
28 Feb 22₹16,253
28 Feb 23₹19,189
29 Feb 24₹34,107
28 Feb 25₹31,913

Nippon India Power and Infra Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹657,502.
Net Profit of ₹357,502
Invest Now

Returns for Nippon India Power and Infra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Mar 25

DurationReturns
1 Month -1.1%
3 Month -18.1%
6 Month -19.9%
1 Year -1.2%
3 Year 27.1%
5 Year 31.4%
10 Year
15 Year
Since launch 17.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 26.9%
2022 58%
2021 10.9%
2020 48.9%
2019 10.8%
2018 -2.9%
2017 -21.1%
2016 61.7%
2015 0.1%
2014 0.3%
Fund Manager information for Nippon India Power and Infra Fund
NameSinceTenure
Kinjal Desai25 May 186.77 Yr.
Rahul Modi19 Aug 240.53 Yr.

Data below for Nippon India Power and Infra Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Industrials42.76%
Utility17.64%
Basic Materials9.73%
Energy7.95%
Communication Services7.7%
Real Estate3.94%
Consumer Cyclical3.24%
Technology2.27%
Health Care2.04%
Financial Services1.81%
Asset Allocation
Asset ClassValue
Cash0.91%
Equity99.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT
8%₹532 Cr1,492,001
↓ -205,000
NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 532555
7%₹499 Cr15,400,000
↑ 1,400,001
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
7%₹474 Cr3,750,000
↑ 200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL
6%₹423 Cr2,600,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 532538
4%₹276 Cr240,038
↓ -29,962
Tata Power Co Ltd (Utilities)
Equity, Since 30 Apr 23 | 500400
3%₹236 Cr6,475,789
↑ 1,511,030
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 23 | CARBORUNIV
3%₹214 Cr1,800,000
Siemens Ltd (Industrials)
Equity, Since 31 May 21 | 500550
3%₹213 Cr350,000
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES
3%₹203 Cr423,938
↓ -68,266
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Aug 22 | CONCOR
3%₹195 Cr2,500,000

5. Franklin Build India Fund

The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities.

Franklin Build India Fund is a Equity - Sectoral fund was launched on 4 Sep 09. It is a fund with High risk and has given a CAGR/Annualized return of 17.4% since its launch.  Ranked 4 in Sectoral category.  Return for 2024 was 27.8% , 2023 was 51.1% and 2022 was 11.2% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (12 Mar 25) ₹121.21 ↓ -0.34   (-0.28 %)
Net Assets (Cr) ₹2,659 on 31 Jan 25
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.13
Sharpe Ratio 0.47
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
29 Feb 20₹10,000
28 Feb 21₹13,297
28 Feb 22₹16,088
28 Feb 23₹18,350
29 Feb 24₹31,512
28 Feb 25₹30,972

Franklin Build India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for Franklin Build India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Mar 25

DurationReturns
1 Month -1.6%
3 Month -16.2%
6 Month -16.6%
1 Year 1.7%
3 Year 26.4%
5 Year 30.9%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 27.8%
2022 51.1%
2021 11.2%
2020 45.9%
2019 5.4%
2018 6%
2017 -10.7%
2016 43.3%
2015 8.4%
2014 2.1%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Ajay Argal18 Oct 213.37 Yr.
Kiran Sebastian7 Feb 223.06 Yr.
Sandeep Manam18 Oct 213.37 Yr.

Data below for Franklin Build India Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Industrials37.8%
Financial Services12.39%
Utility11.4%
Energy10.96%
Communication Services7.6%
Basic Materials7.09%
Consumer Cyclical3.4%
Real Estate2.85%
Technology2%
Asset Allocation
Asset ClassValue
Cash4.19%
Equity95.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
10%₹257 Cr720,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
6%₹150 Cr1,200,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
5%₹133 Cr1,050,000
↑ 170,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO
5%₹130 Cr300,000
↑ 65,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
5%₹127 Cr3,930,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 500312
4%₹118 Cr4,500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
4%₹115 Cr710,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898
4%₹102 Cr3,365,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
3%₹89 Cr900,000
NCC Ltd (Industrials)
Equity, Since 31 Aug 23 | NCC
3%₹78 Cr3,100,000

6. ICICI Prudential Dividend Yield Equity Fund

The investment objective of ICICI Prudential Dividend Yield Equity Fund is to provide medium to long term capital gains and/or dividend distribution by investing in a well diversified portfolio of predominantly equity and equity related instruments, which offer attractive dividend yield

ICICI Prudential Dividend Yield Equity Fund is a Equity - Dividend Yield fund was launched on 16 May 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.3% since its launch.  Ranked 38 in Dividend Yield category.  Return for 2024 was 21% , 2023 was 38.8% and 2022 was 9.2% .

Below is the key information for ICICI Prudential Dividend Yield Equity Fund

ICICI Prudential Dividend Yield Equity Fund
Growth
Launch Date 16 May 14
NAV (12 Mar 25) ₹46.56 ↓ -0.08   (-0.17 %)
Net Assets (Cr) ₹4,835 on 31 Jan 25
Category Equity - Dividend Yield
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.41
Sharpe Ratio 0.65
Information Ratio 1.45
Alpha Ratio 4.75
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
29 Feb 20₹10,000
28 Feb 21₹13,753
28 Feb 22₹18,322
28 Feb 23₹20,202
29 Feb 24₹30,689
28 Feb 25₹31,866

ICICI Prudential Dividend Yield 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 ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for ICICI Prudential Dividend Yield 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 12 Mar 25

DurationReturns
1 Month -2.5%
3 Month -8.4%
6 Month -12.1%
1 Year 4.4%
3 Year 20.6%
5 Year 30.7%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 21%
2022 38.8%
2021 9.2%
2020 47.1%
2019 14.1%
2018 -2.9%
2017 -11.9%
2016 40.7%
2015 9.7%
2014 -5.2%
Fund Manager information for ICICI Prudential Dividend Yield Equity Fund
NameSinceTenure
Mittul Kalawadia29 Jan 187.09 Yr.
Sharmila D’mello31 Jul 222.59 Yr.

Data below for ICICI Prudential Dividend Yield Equity Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services28.85%
Consumer Cyclical11.19%
Energy9.08%
Consumer Defensive8.08%
Utility7.75%
Health Care6.9%
Industrials6.57%
Basic Materials6.09%
Technology5.28%
Communication Services4.74%
Real Estate1.52%
Asset Allocation
Asset ClassValue
Cash1.89%
Equity96.03%
Debt1.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK
8%₹378 Cr2,222,624
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | ICICIBANK
8%₹364 Cr2,905,184
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | MARUTI
7%₹353 Cr286,610
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 21 | SUNPHARMA
7%₹325 Cr1,864,051
↑ 90,000
NTPC Ltd (Utilities)
Equity, Since 31 Oct 16 | 532555
6%₹305 Cr9,420,524
↑ 1,219,502
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL
4%₹213 Cr1,312,548
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Dec 21 | 500312
4%₹213 Cr8,094,802
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 21 | LT
4%₹173 Cr485,774
↑ 57,761
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 532215
3%₹163 Cr1,656,380
↑ 35,281
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Jul 23 | 500825
2%₹113 Cr219,613

7. HDFC Infrastructure Fund

To seek long-term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of infrastructure.

HDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 10 Mar 08. It is a fund with High risk and has given a CAGR/Annualized return of since its launch.  Ranked 26 in Sectoral category.  Return for 2024 was 23% , 2023 was 55.4% and 2022 was 19.3% .

Below is the key information for HDFC Infrastructure Fund

HDFC Infrastructure Fund
Growth
Launch Date 10 Mar 08
NAV (12 Mar 25) ₹40.619 ↓ -0.13   (-0.31 %)
Net Assets (Cr) ₹2,341 on 31 Jan 25
Category Equity - Sectoral
AMC HDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio 0.3
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
29 Feb 20₹10,000
28 Feb 21₹12,339
28 Feb 22₹14,687
28 Feb 23₹17,137
29 Feb 24₹31,152
28 Feb 25₹29,967

HDFC Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for HDFC Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Mar 25

DurationReturns
1 Month -2.3%
3 Month -16%
6 Month -17.8%
1 Year -0.1%
3 Year 27.8%
5 Year 30.7%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2023 23%
2022 55.4%
2021 19.3%
2020 43.2%
2019 -7.5%
2018 -3.4%
2017 -29%
2016 43.3%
2015 -1.9%
2014 -2.5%
Fund Manager information for HDFC Infrastructure Fund
NameSinceTenure
Srinivasan Ramamurthy12 Jan 241.13 Yr.
Dhruv Muchhal22 Jun 231.69 Yr.

Data below for HDFC Infrastructure Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Industrials41.71%
Financial Services19.97%
Basic Materials11.11%
Energy7.53%
Utility6.76%
Communication Services3.67%
Health Care1.75%
Technology1%
Real Estate0.89%
Consumer Cyclical0.54%
Asset Allocation
Asset ClassValue
Cash3.98%
Equity94.91%
Debt1.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹163 Cr1,300,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT
5%₹125 Cr350,000
↑ 20,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | HDFCBANK
5%₹119 Cr700,000
J Kumar Infraprojects Ltd (Industrials)
Equity, Since 31 Oct 15 | JKIL
5%₹110 Cr1,500,000
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 23 | KPIL
3%₹80 Cr758,285
NTPC Ltd (Utilities)
Equity, Since 31 Dec 17 | 532555
3%₹71 Cr2,200,000
↑ 115,875
Coal India Ltd (Energy)
Equity, Since 31 Oct 18 | COALINDIA
3%₹67 Cr1,700,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 20 | BHARTIARTL
3%₹65 Cr400,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 21 | INDIGO
3%₹65 Cr150,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE
3%₹63 Cr500,000

8. SBI Contra Fund

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

SBI Contra Fund is a Equity - Contra fund was launched on 6 May 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.8% since its launch.  Ranked 48 in Contra category.  Return for 2024 was 18.8% , 2023 was 38.2% and 2022 was 12.8% .

Below is the key information for SBI Contra Fund

SBI Contra Fund
Growth
Launch Date 6 May 05
NAV (11 Mar 25) ₹344.785 ↓ -0.47   (-0.14 %)
Net Assets (Cr) ₹41,634 on 31 Jan 25
Category Equity - Contra
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio 0.39
Information Ratio 1.66
Alpha Ratio 0.8
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
29 Feb 20₹10,000
28 Feb 21₹15,350
28 Feb 22₹19,440
28 Feb 23₹22,753
29 Feb 24₹33,713
28 Feb 25₹34,528

SBI Contra Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for SBI Contra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Mar 25

DurationReturns
1 Month -3.2%
3 Month -11.5%
6 Month -12.3%
1 Year 2%
3 Year 21.3%
5 Year 30.4%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 18.8%
2022 38.2%
2021 12.8%
2020 49.9%
2019 30.6%
2018 -1%
2017 -14.3%
2016 40.2%
2015 2.4%
2014 -0.1%
Fund Manager information for SBI Contra Fund
NameSinceTenure
Dinesh Balachandran7 May 186.82 Yr.
Pradeep Kesavan1 Dec 231.25 Yr.

Data below for SBI Contra Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services19.38%
Technology9.22%
Basic Materials7.96%
Energy7.09%
Health Care7%
Industrials5.86%
Consumer Cyclical5.59%
Utility5.54%
Consumer Defensive4.54%
Communication Services3.76%
Real Estate0.54%
Asset Allocation
Asset ClassValue
Cash22.38%
Equity76.48%
Debt1.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | HDFCBANK
5%₹2,161 Cr12,723,129
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 23 | RELIANCE
4%₹1,560 Cr12,328,250
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | KOTAKBANK
2%₹975 Cr5,128,168
Tech Mahindra Ltd (Technology)
Equity, Since 31 Mar 22 | 532755
2%₹969 Cr5,786,409
GAIL (India) Ltd (Utilities)
Equity, Since 28 Feb 21 | 532155
2%₹921 Cr51,993,788
Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 21 | 532779
2%₹902 Cr6,163,300
State Bank of India (Financial Services)
Equity, Since 31 Dec 10 | SBIN
2%₹793 Cr10,254,269
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 28 Feb 23 | CTSH
2%₹773 Cr1,079,430
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 20 | ITC
2%₹750 Cr16,766,741
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Jul 22 | TATASTEEL
2%₹713 Cr52,995,525

9. DSP BlackRock India T.I.G.E.R Fund

To generate capital appreciation, from a portfolio that is substantially constituted of equity securities and equity related securities of corporates, which could benefit from structural changes brought about by continuing liberalization in economic policies by the government and/or continuing investments in infrastructure, both by the public and private sector.

DSP BlackRock India T.I.G.E.R Fund is a Equity - Sectoral fund was launched on 11 Jun 04. It is a fund with High risk and has given a CAGR/Annualized return of 17.2% since its launch.  Ranked 12 in Sectoral category.  Return for 2024 was 32.4% , 2023 was 49% and 2022 was 13.9% .

Below is the key information for DSP BlackRock India T.I.G.E.R Fund

DSP BlackRock India T.I.G.E.R Fund
Growth
Launch Date 11 Jun 04
NAV (12 Mar 25) ₹267.852 ↓ -0.19   (-0.07 %)
Net Assets (Cr) ₹5,003 on 31 Jan 25
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.24
Sharpe Ratio 0.43
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
29 Feb 20₹10,000
28 Feb 21₹12,694
28 Feb 22₹15,993
28 Feb 23₹18,596
29 Feb 24₹30,453
28 Feb 25₹30,265

DSP BlackRock India T.I.G.E.R Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for DSP BlackRock India T.I.G.E.R Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 Mar 25

DurationReturns
1 Month -2.6%
3 Month -20.9%
6 Month -21.5%
1 Year 3.8%
3 Year 25.2%
5 Year 29.8%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.4%
2022 49%
2021 13.9%
2020 51.6%
2019 2.7%
2018 6.7%
2017 -17.2%
2016 47%
2015 4.1%
2014 0.7%
Fund Manager information for DSP BlackRock India T.I.G.E.R Fund
NameSinceTenure
Rohit Singhania21 Jun 1014.7 Yr.

Data below for DSP BlackRock India T.I.G.E.R Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Industrials35.97%
Basic Materials15.45%
Consumer Cyclical7.89%
Utility6.84%
Energy5.5%
Financial Services5.47%
Communication Services3.6%
Health Care2.72%
Technology2.44%
Real Estate1.45%
Consumer Defensive1.42%
Asset Allocation
Asset ClassValue
Cash11.26%
Equity88.74%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 532555
5%₹232 Cr7,145,883
↓ -932,685
Siemens Ltd (Industrials)
Equity, Since 30 Nov 18 | 500550
4%₹224 Cr369,482
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT
4%₹211 Cr591,385
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL
4%₹176 Cr1,080,606
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG
3%₹136 Cr1,502,475
Coal India Ltd (Energy)
Equity, Since 31 Dec 23 | COALINDIA
3%₹131 Cr3,321,453
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 22 | KPIL
2%₹123 Cr1,159,431
↓ -94,280
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 21 | POLYCAB
2%₹110 Cr182,282
↓ -21,868
Welspun Corp Ltd (Basic Materials)
Equity, Since 30 Nov 23 | 532144
2%₹98 Cr1,323,293
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 24 | APOLLOHOSP
2%₹89 Cr131,003
↑ 74,613

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 21.9% 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 (12 Mar 25) ₹88.8442 ↓ -0.50   (-0.56 %)
Net Assets (Cr) ₹24,488 on 31 Jan 25
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.66
Sharpe Ratio 0.93
Information Ratio 0.68
Alpha Ratio 15.2
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
29 Feb 20₹10,000
28 Feb 21₹11,725
28 Feb 22₹15,686
28 Feb 23₹18,295
29 Feb 24₹27,817
28 Feb 25₹32,165

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 ₹627,226.
Net Profit of ₹327,226
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 12 Mar 25

DurationReturns
1 Month -4.7%
3 Month -21.7%
6 Month -16.2%
1 Year 15.3%
3 Year 27.6%
5 Year 29.7%
10 Year
15 Year
Since launch 21.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 57.1%
2022 41.7%
2021 10.7%
2020 55.8%
2019 9.3%
2018 9.7%
2017 -12.7%
2016 30.8%
2015 5.2%
2014 16.5%
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Ajay Khandelwal1 Oct 240.41 Yr.
Niket Shah1 Jul 204.67 Yr.
Rakesh Shetty22 Nov 222.27 Yr.
Sunil Sawant1 Jul 240.67 Yr.

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

Equity Sector Allocation
SectorValue
Technology34.2%
Consumer Cyclical16.45%
Industrials14.08%
Health Care4.4%
Communication Services3.36%
Utility2.23%
Real Estate1.95%
Financial Services1.73%
Asset Allocation
Asset ClassValue
Cash24.38%
Equity75.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
10%₹2,413 Cr4,000,000
↑ 750,000
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
10%₹2,355 Cr2,850,000
↑ 155,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
7%₹1,761 Cr35,000,100
↑ 1,750,100
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 500251
6%₹1,507 Cr2,620,200
↓ -379,800
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON
6%₹1,499 Cr1,000,000
↑ 700,130
Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB
5%₹1,117 Cr1,850,000
↓ -1,400,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH
3%₹855 Cr8,056,130
↑ 556,130
Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA
3%₹823 Cr6,075,571
↑ 816,804
One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 543396
3%₹776 Cr10,001,000
↑ 1,000
Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 Dec 24 | OFSS
3%₹699 Cr766,376
↓ -30,591

म्यूचुअल फंड एसआईपी ऑनलाइन में निवेश कैसे करें?

  1. Fincash.com पर आजीवन मुफ्त निवेश खाता खोलें।

  2. अपना पंजीकरण और केवाईसी प्रक्रिया पूरी करें

  3. Upload Documents (PAN, Aadhaar, etc.). और, आप निवेश करने के लिए तैयार हैं!

    शुरू हो जाओ

Disclaimer:
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
How helpful was this page ?
Rated 4.4, based on 22 reviews.
POST A COMMENT