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SIP Kaise Start Kare? | How to Start SIP Investment?

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SIP Kaise Start Kare?

Updated on February 17, 2025 , 2353 views

SIP kaise start kare? How do you start a SIP? This is the most common question asked by people who are seeking to invest in Mutual Funds. But, before we move ahead, let’s first understand what is Systematic Investment plan (SIP) all about.

Best SIP Plans

SIP Kya Hai?

A Systematic Investment Plan, commonly known as SIP, is a popular mode of Investing money in Mutual Funds. You can invest a pre-determined sum of money on a weekly, monthly, or quarterly Basis. This mode allows you to opt for the auto-Deduction process, wherein the amount is directly deducted from your Bank account and is directed towards the mutual fund scheme you choose to invest.

SIP investment plans are the most convenient way of investing in mutual funds. As the money is deducted on a regular basis, it helps you to develop the habit of savings. This way you can create wealth to achieve your Financial goals.

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Benefits of Investing in a Systematic Investment Plan

Some of the major Benefits of SIP are:

Investment amount

The minimum investment amount in SIP is as low as INR 500 monthly. A few AMCs also allow you to start a SIP with just INR 100 every month. So, you can choose this amount as per your convenience.

Flexible

Investors can choose to decrease or increase the investment amount anytime. Suppose, if you are investing INR 1,000 today, you can increase this amount to INR 10,000 in the future. And can decrease the same amount to INR 500. You can even stop investing whenever you want. So, if you've just started your career, you can start investing with INR 500 and increase the amount as you grow.

Power of compounding

You earn interest on every amount you invest. These interests get compounded and accumulated over a period of time. This means that, the longer the tenure of investment, the higher the fund value would be. Thus, it is always suggested to invest for a long-term via a SIP. There are many long-term goals you can fulfill via a SIP, such as Retirement planning, destination wedding, etc.

Rupee-cost averaging

This allows investors to invest money without worrying about the unpredictable Market of stocks. Rupee-cost averaging allows your invested funds to earn less units when the price is high and more units when the price is low.

SIP Mein Invest Kaise Kare?

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  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

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Best SIP Mutual Funds to Invest in 2025 - 2026

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
ICICI Prudential Infrastructure Fund Growth ₹169.45
↑ 1.79
₹7,435 100 -7.4-10.64.927.528.127.4
ICICI Prudential Technology Fund Growth ₹203.46
↑ 0.78
₹14,101 100 -0.3-0.211.79.926.825.4
ICICI Prudential Dividend Yield Equity Fund Growth ₹47.56
↑ 0.10
₹4,835 100 -3.1-7.87.120.825.221
SBI Healthcare Opportunities Fund Growth ₹395.721
↓ -2.20
₹3,522 500 -3.21.114.522.425.142.2
TATA Digital India Fund Growth ₹49.5338
↓ -0.13
₹12,465 150 -4-2.611.611.125.130.6
L&T Emerging Businesses Fund Growth ₹71
↑ 1.44
₹17,386 500 -15.2-17-2.117.52528.5
Nippon India Power and Infra Fund Growth ₹296.508
↑ 3.68
₹7,001 100 -12.2-19.3-225.92526.9
IDFC Infrastructure Fund Growth ₹42.828
↑ 0.58
₹1,641 100 -14.6-23.12.722.52539.3
Franklin India Opportunities Fund Growth ₹222.43
↑ 2.18
₹5,948 500 -7.5-11.211.924.824.637.3
BOI AXA Manufacturing and Infrastructure Fund Growth ₹48.41
↑ 0.58
₹524 1,000 -10.7-17.12.320.324.625.7
Franklin Build India Fund Growth ₹122.067
↑ 1.26
₹2,659 500 -10.6-151.624.524.427.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Feb 25
*List of best mutual funds SIP's having Net Assets/ AUM more than 200 Crore in Equity Category of mutual funds ordered based on 5 year CAGR returns.

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 15.6% 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 (19 Feb 25) ₹169.45 ↑ 1.79   (1.07 %)
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
31 Jan 20₹10,000
31 Jan 21₹10,385
31 Jan 22₹16,659
31 Jan 23₹19,888
31 Jan 24₹30,973
31 Jan 25₹35,717

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 ₹612,552.
Net Profit of ₹312,552
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 19 Feb 25

DurationReturns
1 Month -5.9%
3 Month -7.4%
6 Month -10.6%
1 Year 4.9%
3 Year 27.5%
5 Year 28.1%
10 Year
15 Year
Since launch 15.6%
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 177.67 Yr.
Sharmila D’mello30 Jun 222.59 Yr.

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

Equity Sector Allocation
SectorValue
Industrials36.99%
Basic Materials18.93%
Financial Services16.99%
Utility10.73%
Energy7.04%
Communication Services1.26%
Consumer Cyclical1.11%
Real Estate0.75%
Asset Allocation
Asset ClassValue
Cash5.59%
Equity93.78%
Debt0.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT
9%₹615 Cr1,704,683
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555
4%₹257 Cr7,710,775
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK
4%₹255 Cr1,990,000
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 500387
4%₹246 Cr95,657
JM Financial Ltd (Financial Services)
Equity, Since 31 Oct 21 | JMFINANCIL
3%₹231 Cr17,763,241
↑ 400,000
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 24 | ADANIPORTS
3%₹214 Cr1,740,091
InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO
3%₹208 Cr457,106
↓ -30,684
NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC
3%₹207 Cr7,547,700
Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL
3%₹202 Cr1,558,301
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE
3%₹196 Cr1,609,486

2. ICICI Prudential Technology Fund

To generate long-term capital appreciation for you from a portfolio made up predominantly of equity and equity-related securities of technology intensive companies.

ICICI Prudential Technology Fund is a Equity - Sectoral fund was launched on 3 Mar 00. It is a fund with High risk and has given a CAGR/Annualized return of 12.8% since its launch.  Ranked 37 in Sectoral category.  Return for 2024 was 25.4% , 2023 was 27.5% and 2022 was -23.2% .

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (18 Feb 25) ₹203.46 ↑ 0.78   (0.38 %)
Net Assets (Cr) ₹14,101 on 31 Jan 25
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 1.96
Sharpe Ratio 0.63
Information Ratio 0.21
Alpha Ratio 0.86
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 Jan 20₹10,000
31 Jan 21₹16,325
31 Jan 22₹25,971
31 Jan 23₹22,408
31 Jan 24₹29,166
31 Jan 25₹34,454

ICICI Prudential Technology Fund 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 ICICI Prudential Technology Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Feb 25

DurationReturns
1 Month -2.8%
3 Month -0.3%
6 Month -0.2%
1 Year 11.7%
3 Year 9.9%
5 Year 26.8%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 25.4%
2022 27.5%
2021 -23.2%
2020 75.7%
2019 70.6%
2018 2.3%
2017 19.1%
2016 19.8%
2015 -4%
2014 3.9%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Vaibhav Dusad2 May 204.76 Yr.
Sharmila D’mello30 Jun 222.59 Yr.

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

Equity Sector Allocation
SectorValue
Technology71.4%
Communication Services16.22%
Consumer Cyclical4.97%
Industrials2.81%
Health Care0.69%
Financial Services0.5%
Consumer Defensive0.2%
Asset Allocation
Asset ClassValue
Cash2.98%
Equity97.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
22%₹3,152 Cr16,768,086
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
12%₹1,742 Cr4,254,724
↑ 270,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
8%₹1,167 Cr7,348,806
↑ 200,000
LTIMindtree Ltd (Technology)
Equity, Since 31 Jul 16 | LTIM
6%₹847 Cr1,515,919
↑ 207,126
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
5%₹721 Cr3,758,139
↑ 108,689
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
5%₹713 Cr4,176,250
↑ 391,032
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 31 Oct 21 | 890157
4%₹547 Cr4,645,340
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 507685
3%₹452 Cr14,965,117
↑ 242,399
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 543320
3%₹402 Cr14,473,026
↓ -1,085,383
Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT
2%₹344 Cr532,687
↓ -17,707

3. 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 15.6% 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 (19 Feb 25) ₹47.56 ↑ 0.10   (0.21 %)
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
31 Jan 20₹10,000
31 Jan 21₹11,169
31 Jan 22₹17,140
31 Jan 23₹18,385
31 Jan 24₹26,656
31 Jan 25₹30,654

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 ₹570,326.
Net Profit of ₹270,326
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 19 Feb 25

DurationReturns
1 Month -2%
3 Month -3.1%
6 Month -7.8%
1 Year 7.1%
3 Year 20.8%
5 Year 25.2%
10 Year
15 Year
Since launch 15.6%
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 187.01 Yr.
Sharmila D’mello31 Jul 222.51 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services29.96%
Consumer Cyclical10.06%
Energy9.03%
Consumer Defensive8%
Utility7.35%
Health Care7.02%
Industrials6.57%
Basic Materials5.59%
Technology5%
Communication Services4.73%
Real Estate1.54%
Asset Allocation
Asset ClassValue
Cash3.06%
Equity94.85%
Debt1.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK
8%₹394 Cr2,222,624
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | ICICIBANK
8%₹372 Cr2,905,184
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 21 | SUNPHARMA
7%₹335 Cr1,774,051
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | MARUTI
7%₹311 Cr286,610
NTPC Ltd (Utilities)
Equity, Since 31 Oct 16 | 532555
6%₹273 Cr8,201,022
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL
4%₹208 Cr1,312,548
↑ 250,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Dec 21 | 500312
4%₹194 Cr8,094,802
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 532215
4%₹173 Cr1,621,099
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 21 | LT
3%₹154 Cr428,013
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Jul 23 | 500825
2%₹105 Cr219,613

4. SBI Healthcare Opportunities Fund

(Erstwhile SBI Pharma Fund)

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

SBI Healthcare Opportunities Fund is a Equity - Sectoral fund was launched on 31 Dec 04. It is a fund with High risk and has given a CAGR/Annualized return of 15.4% since its launch.  Ranked 34 in Sectoral category.  Return for 2024 was 42.2% , 2023 was 38.2% and 2022 was -6% .

Below is the key information for SBI Healthcare Opportunities Fund

SBI Healthcare Opportunities Fund
Growth
Launch Date 31 Dec 04
NAV (18 Feb 25) ₹395.721 ↓ -2.20   (-0.55 %)
Net Assets (Cr) ₹3,522 on 31 Jan 25
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.09
Sharpe Ratio 1.36
Information Ratio 0.67
Alpha Ratio 4.66
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 Jan 20₹10,000
31 Jan 21₹15,535
31 Jan 22₹17,594
31 Jan 23₹17,709
31 Jan 24₹26,160
31 Jan 25₹33,176

SBI Healthcare 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 ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for SBI Healthcare 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 19 Feb 25

DurationReturns
1 Month -4.9%
3 Month -3.2%
6 Month 1.1%
1 Year 14.5%
3 Year 22.4%
5 Year 25.1%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 42.2%
2022 38.2%
2021 -6%
2020 20.1%
2019 65.8%
2018 -0.5%
2017 -9.9%
2016 2.1%
2015 -14%
2014 27.1%
Fund Manager information for SBI Healthcare Opportunities Fund
NameSinceTenure
Tanmaya Desai1 Jun 1113.68 Yr.
Pradeep Kesavan31 Dec 231.09 Yr.

Data below for SBI Healthcare Opportunities Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Health Care90.04%
Basic Materials6.53%
Asset Allocation
Asset ClassValue
Cash3.35%
Equity96.57%
Debt0.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 17 | SUNPHARMA
13%₹472 Cr2,500,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 21 | MAXHEALTH
6%₹226 Cr2,000,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
6%₹220 Cr360,000
Cipla Ltd (Healthcare)
Equity, Since 31 Aug 16 | 500087
6%₹214 Cr1,400,000
↑ 120,000
Lupin Ltd (Healthcare)
Equity, Since 31 Aug 23 | 500257
5%₹188 Cr800,000
Lonza Group Ltd ADR (Healthcare)
Equity, Since 31 Jan 24 | LZAGY
4%₹151 Cr300,000
Mankind Pharma Ltd (Healthcare)
Equity, Since 30 Apr 23 | MANKIND
4%₹151 Cr523,016
↑ 123,016
Poly Medicure Ltd (Healthcare)
Equity, Since 31 Aug 24 | POLYMED
4%₹131 Cr500,000
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Nov 22 | 543308
3%₹126 Cr2,100,000
↓ -100,000
Jupiter Life Line Hospitals Ltd (Healthcare)
Equity, Since 31 Aug 23 | JLHL
3%₹125 Cr800,000
↓ -32,871

5. TATA Digital India Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in Information Technology Sector in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.

TATA Digital India Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 19.1% since its launch.  Return for 2024 was 30.6% , 2023 was 31.9% and 2022 was -23.3% .

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (19 Feb 25) ₹49.5338 ↓ -0.13   (-0.26 %)
Net Assets (Cr) ₹12,465 on 31 Jan 25
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 0
Sharpe Ratio 0.68
Information Ratio 0.44
Alpha Ratio 2.22
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-3 Months (0.25%),3 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 20₹10,000
31 Jan 21₹15,254
31 Jan 22₹23,775
31 Jan 23₹20,584
31 Jan 24₹27,482
31 Jan 25₹32,904

TATA Digital 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 ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for TATA Digital 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 19 Feb 25

DurationReturns
1 Month -4.9%
3 Month -4%
6 Month -2.6%
1 Year 11.6%
3 Year 11.1%
5 Year 25.1%
10 Year
15 Year
Since launch 19.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.6%
2022 31.9%
2021 -23.3%
2020 74.4%
2019 54.8%
2018 7.5%
2017 24.9%
2016 19.6%
2015 -6%
2014
Fund Manager information for TATA Digital India Fund
NameSinceTenure
Meeta Shetty9 Mar 213.9 Yr.
Kapil Malhotra19 Dec 231.12 Yr.

Data below for TATA Digital India Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Technology74.43%
Consumer Cyclical7.89%
Industrials4.94%
Communication Services4.21%
Financial Services3.86%
Asset Allocation
Asset ClassValue
Cash4.67%
Equity95.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
17%₹2,168 Cr11,530,857
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
11%₹1,485 Cr3,626,873
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
9%₹1,219 Cr7,145,933
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 507685
8%₹990 Cr32,787,324
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
7%₹956 Cr4,983,886
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | 543320
6%₹808 Cr29,067,000
LTIMindtree Ltd (Technology)
Equity, Since 28 Feb 21 | LTIM
4%₹552 Cr988,062
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
4%₹490 Cr759,192
Firstsource Solutions Ltd (Technology)
Equity, Since 30 Nov 21 | FSL
3%₹381 Cr10,123,112
Sonata Software Ltd (Technology)
Equity, Since 30 Jun 23 | SONATSOFTW
2%₹307 Cr5,125,514

6. 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 19.9% 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 (19 Feb 25) ₹71 ↑ 1.44   (2.08 %)
Net Assets (Cr) ₹17,386 on 31 Dec 24
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.73
Sharpe Ratio 1.32
Information Ratio 0.19
Alpha Ratio 3.87
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 Jan 20₹10,000
31 Jan 21₹11,113
31 Jan 22₹19,683
31 Jan 23₹19,960
31 Jan 24₹30,763
31 Jan 25₹33,089

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 ₹570,326.
Net Profit of ₹270,326
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 19 Feb 25

DurationReturns
1 Month -14.3%
3 Month -15.2%
6 Month -17%
1 Year -2.1%
3 Year 17.5%
5 Year 25%
10 Year
15 Year
Since launch 19.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 28.5%
2022 46.1%
2021 1%
2020 77.4%
2019 15.5%
2018 -8.1%
2017 -13.7%
2016 66.5%
2015 10.2%
2014 12.3%
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 195.13 Yr.
Cheenu Gupta1 Oct 231.34 Yr.
Sonal Gupta1 Oct 231.34 Yr.

Data below for L&T Emerging Businesses Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Industrials30.48%
Consumer Cyclical16.51%
Financial Services14.26%
Technology10.64%
Basic Materials10.36%
Real Estate5.3%
Health Care4.2%
Consumer Defensive3.21%
Energy1.5%
Asset Allocation
Asset ClassValue
Cash1.16%
Equity98.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
3%₹470 Cr455,400
BSE Ltd (Financial Services)
Equity, Since 29 Feb 24 | BSE
3%₹454 Cr852,600
↓ -31,900
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jul 20 | DIXON
2%₹427 Cr238,273
Neuland Laboratories Limited
Equity, Since 31 Jan 24 | -
2%₹410 Cr299,000
↑ 17,978
Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 500040
2%₹403 Cr1,607,279
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE
2%₹388 Cr2,473,042
Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 505283
2%₹376 Cr2,444,924
KFin Technologies Ltd (Technology)
Equity, Since 31 Aug 24 | KFINTECH
2%₹374 Cr2,429,736
↑ 139,336
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 500251
2%₹338 Cr474,400
↓ -63,150
Time Technoplast Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | TIMETECHNO
2%₹336 Cr6,810,500
↑ 656,671

7. 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 (19 Feb 25) ₹296.508 ↑ 3.68   (1.26 %)
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
31 Jan 20₹10,000
31 Jan 21₹10,728
31 Jan 22₹16,044
31 Jan 23₹17,651
31 Jan 24₹29,963
31 Jan 25₹33,188

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 ₹570,326.
Net Profit of ₹270,326
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 19 Feb 25

DurationReturns
1 Month -11.1%
3 Month -12.2%
6 Month -19.3%
1 Year -2%
3 Year 25.9%
5 Year 25%
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 186.7 Yr.
Rahul Modi19 Aug 240.45 Yr.

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

Equity Sector Allocation
SectorValue
Industrials44.95%
Utility15.89%
Basic Materials10.1%
Communication Services7.08%
Energy6.43%
Consumer Cyclical3.98%
Real Estate3.78%
Technology2.94%
Health Care2.45%
Financial Services1.62%
Asset Allocation
Asset ClassValue
Cash0.77%
Equity99.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT
8%₹612 Cr1,697,001
↓ -302,999
NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 532555
6%₹467 Cr13,999,999
↑ 999,999
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
6%₹431 Cr3,550,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL
6%₹413 Cr2,600,000
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES
5%₹365 Cr492,204
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 532538
4%₹309 Cr270,000
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 23 | CARBORUNIV
3%₹230 Cr1,800,000
Siemens Ltd (Industrials)
Equity, Since 31 May 21 | 500550
3%₹229 Cr350,000
Cyient DLM Ltd (Technology)
Equity, Since 31 Jul 23 | CYIENTDLM
3%₹209 Cr3,114,722
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 May 23 | 532929
3%₹199 Cr1,600,000

8. 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 11% 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 (19 Feb 25) ₹42.828 ↑ 0.58   (1.38 %)
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
31 Jan 20₹10,000
31 Jan 21₹10,449
31 Jan 22₹16,786
31 Jan 23₹16,915
31 Jan 24₹28,172
31 Jan 25₹32,572

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 ₹556,833.
Net Profit of ₹256,833
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 19 Feb 25

DurationReturns
1 Month -13.2%
3 Month -14.6%
6 Month -23.1%
1 Year 2.7%
3 Year 22.5%
5 Year 25%
10 Year
15 Year
Since launch 11%
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 241.02 Yr.
Ritika Behera7 Oct 231.32 Yr.
Gaurav Satra7 Jun 240.65 Yr.

Data below for IDFC Infrastructure Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Industrials58.01%
Utility12.35%
Basic Materials8.64%
Technology4.18%
Communication Services3.82%
Financial Services3.21%
Energy3.07%
Consumer Cyclical2.58%
Health Care1.77%
Asset Allocation
Asset ClassValue
Cash2.38%
Equity97.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS
5%₹92 Cr443,385
GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA
4%₹68 Cr4,797,143
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
3%₹62 Cr171,447
KEC International Ltd (Industrials)
Equity, Since 30 Jun 24 | 532714
3%₹57 Cr475,362
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | RELIANCE
3%₹55 Cr452,706
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | 532538
3%₹54 Cr46,976
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | ADANIPORTS
3%₹54 Cr434,979
PTC India Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 23 | PFS
3%₹53 Cr12,400,122
H.G. Infra Engineering Ltd Ordinary Shares (Industrials)
Equity, Since 28 Feb 18 | HGINFRA
3%₹49 Cr321,984
Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 30 Apr 15 | AHLUCONT
3%₹48 Cr470,125

9. Franklin India Opportunities Fund

The investment objective of Franklin India Opportunities Fund (FIOF) is to generate capital appreciation by capitalizing on the long-term growth opportunities in the Indian economy.

Franklin India Opportunities Fund is a Equity - Sectoral fund was launched on 21 Feb 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.2% since its launch.  Ranked 47 in Sectoral category.  Return for 2024 was 37.3% , 2023 was 53.6% and 2022 was -1.9% .

Below is the key information for Franklin India Opportunities Fund

Franklin India Opportunities Fund
Growth
Launch Date 21 Feb 00
NAV (19 Feb 25) ₹222.43 ↑ 2.18   (0.99 %)
Net Assets (Cr) ₹5,948 on 31 Jan 25
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio 0.94
Information Ratio 1.44
Alpha Ratio 10.74
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 Jan 20₹10,000
31 Jan 21₹12,591
31 Jan 22₹15,887
31 Jan 23₹15,681
31 Jan 24₹26,031
31 Jan 25₹31,795

Franklin India 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 ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for Franklin India 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 19 Feb 25

DurationReturns
1 Month -7.7%
3 Month -7.5%
6 Month -11.2%
1 Year 11.9%
3 Year 24.8%
5 Year 24.6%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 37.3%
2022 53.6%
2021 -1.9%
2020 29.7%
2019 27.3%
2018 5.4%
2017 -10.1%
2016 35.6%
2015 4.2%
2014 2.3%
Fund Manager information for Franklin India Opportunities Fund
NameSinceTenure
Kiran Sebastian7 Feb 222.99 Yr.
R. Janakiraman1 Apr 1311.85 Yr.
Sandeep Manam18 Oct 213.29 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical19.42%
Health Care13.81%
Financial Services11.43%
Industrials10.29%
Communication Services10.06%
Technology7.7%
Basic Materials5.08%
Consumer Defensive3.31%
Real Estate2.83%
Energy2.22%
Utility1.96%
Asset Allocation
Asset ClassValue
Cash10.36%
Equity89.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL
3%₹213 Cr1,342,233
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
3%₹211 Cr7,590,491
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | M&M
3%₹192 Cr637,966
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 24 | HDFCBANK
3%₹188 Cr1,058,931
↓ -500,163
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 24 | NAUKRI
3%₹188 Cr216,138
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
3%₹176 Cr833,638
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | LEMONTREE
3%₹168 Cr10,951,216
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Aug 23 | ASTERDM
3%₹157 Cr3,049,105
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 24 | APLAPOLLO
3%₹154 Cr981,985
↑ 448,634
Sudarshan Chemical Industries Ltd (Basic Materials)
Equity, Since 30 Apr 24 | SUDARSCHEM
2%₹149 Cr1,303,298

10. BOI AXA Manufacturing and Infrastructure Fund

The Scheme seeks to generate long term capital appreciation through a portfolio of predominantly equity and equity related securities of companies engaged in manufacturing and infrastructure and related sectors. Further, there can be no assurance that the investment objectives of the scheme will be realized. The Scheme is not providing any assured or guaranteed returns

BOI AXA Manufacturing and Infrastructure Fund is a Equity - Sectoral fund was launched on 5 Mar 10. It is a fund with High risk and has given a CAGR/Annualized return of 11.1% since its launch.  Return for 2024 was 25.7% , 2023 was 44.7% and 2022 was 3.3% .

Below is the key information for BOI AXA Manufacturing and Infrastructure Fund

BOI AXA Manufacturing and Infrastructure Fund
Growth
Launch Date 5 Mar 10
NAV (19 Feb 25) ₹48.41 ↑ 0.58   (1.21 %)
Net Assets (Cr) ₹524 on 31 Jan 25
Category Equity - Sectoral
AMC BOI AXA Investment Mngrs Private Ltd
Rating Not Rated
Risk High
Expense Ratio 2.57
Sharpe Ratio 0.5
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 20₹10,000
31 Jan 21₹12,210
31 Jan 22₹18,356
31 Jan 23₹18,974
31 Jan 24₹29,005
31 Jan 25₹33,073

BOI AXA Manufacturing and 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 ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for BOI AXA Manufacturing and 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 19 Feb 25

DurationReturns
1 Month -10.6%
3 Month -10.7%
6 Month -17.1%
1 Year 2.3%
3 Year 20.3%
5 Year 24.6%
10 Year
15 Year
Since launch 11.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 25.7%
2022 44.7%
2021 3.3%
2020 52.5%
2019 28.1%
2018 2.5%
2017 -22.8%
2016 56%
2015 1%
2014 0.3%
Fund Manager information for BOI AXA Manufacturing and Infrastructure Fund
NameSinceTenure
Nitin Gosar27 Sep 222.35 Yr.

Data below for BOI AXA Manufacturing and Infrastructure Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Industrials28.83%
Basic Materials21.97%
Consumer Cyclical12.11%
Utility6.41%
Health Care5.61%
Energy5.16%
Communication Services4.47%
Technology4.11%
Consumer Defensive3.88%
Real Estate3%
Asset Allocation
Asset ClassValue
Cash4.46%
Equity95.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 10 | LT
7%₹35 Cr97,169
↑ 21,367
NTPC Ltd (Utilities)
Equity, Since 31 May 21 | 532555
5%₹26 Cr773,906
Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 24 | 500295
4%₹22 Cr487,680
↑ 10,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
3%₹18 Cr150,806
Manorama Industries Ltd (Consumer Defensive)
Equity, Since 31 May 24 | 541974
3%₹15 Cr137,935
Swan Energy Ltd (Industrials)
Equity, Since 31 Dec 23 | SWANENERGY
2%₹13 Cr178,821
↑ 19,195
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jan 24 | 534816
2%₹13 Cr375,411
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS
2%₹12 Cr84,903
Sterling and Wilson Renewable Energy Ltd (Technology)
Equity, Since 31 Mar 24 | SWSOLAR
2%₹11 Cr244,992
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 22 | BHARTIARTL
2%₹11 Cr70,260
↑ 42,631

11. 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 17.6% 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 (19 Feb 25) ₹122.067 ↑ 1.26   (1.04 %)
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
31 Jan 20₹10,000
31 Jan 21₹10,683
31 Jan 22₹15,739
31 Jan 23₹16,876
31 Jan 24₹27,633
31 Jan 25₹31,246

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 ₹556,833.
Net Profit of ₹256,833
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 19 Feb 25

DurationReturns
1 Month -8.4%
3 Month -10.6%
6 Month -15%
1 Year 1.6%
3 Year 24.5%
5 Year 24.4%
10 Year
15 Year
Since launch 17.6%
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 213.29 Yr.
Kiran Sebastian7 Feb 222.99 Yr.
Sandeep Manam18 Oct 213.29 Yr.

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

Equity Sector Allocation
SectorValue
Industrials38.96%
Financial Services13.52%
Energy9.34%
Utility8.44%
Communication Services7.08%
Basic Materials6.8%
Consumer Cyclical3.9%
Real Estate3.36%
Technology2.72%
Asset Allocation
Asset ClassValue
Cash5.88%
Equity94.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
9%₹260 Cr720,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
6%₹154 Cr1,200,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
5%₹131 Cr3,930,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
4%₹113 Cr710,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 500312
4%₹108 Cr4,500,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO
4%₹107 Cr235,000
↑ 102,500
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
4%₹107 Cr880,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898
4%₹104 Cr3,365,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
3%₹96 Cr900,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
3%₹89 Cr200,000

The investors are suggested to invest in the SIP plans of their choice. The above-mentioned top 11 Mutual Funds are suitable for investors of all kind. So, either you are a high-risk investor or a relatively lower one, these SIP funds are the Best Mutual Funds to Invest. So, don’t wait, invest now!

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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