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BSE SENSEX Growth Over Years

Updated on March 25, 2025 , 2291 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
29 Feb 20₹10,000
28 Feb 21₹13,144

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
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for Principal Emerging Bluechip Fund
NameSinceTenure

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

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

2. Sundaram Mid Cap Fund

(Erstwhile Sundaram Select Midcap Fund)

To achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

Sundaram Mid Cap Fund is a Equity - Mid Cap fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 23.7% 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 Mar 25) ₹1,240.35 ↑ 8.99   (0.73 %)
Net Assets (Cr) ₹10,451 on 28 Feb 25
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio -0.05
Information Ratio -0.12
Alpha Ratio 4.15
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
29 Feb 20₹10,000
28 Feb 21₹12,188
28 Feb 22₹14,328
28 Feb 23₹15,254
29 Feb 24₹23,173
28 Feb 25₹24,152

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 ₹642,208.
Net Profit of ₹342,208
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 6.6%
3 Month -9.6%
6 Month -13.4%
1 Year 13.4%
3 Year 21.8%
5 Year 30.3%
10 Year
15 Year
Since launch 23.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32%
2022 40.4%
2021 4.8%
2020 37.5%
2019 11.8%
2018 -0.3%
2017 -15.4%
2016 40.8%
2015 11.3%
2014 11.2%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 214.02 Yr.
Ratish Varier24 Feb 214.02 Yr.

Data below for Sundaram Mid Cap Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services19.52%
Consumer Cyclical18.4%
Industrials15.29%
Health Care11.03%
Basic Materials9.99%
Technology6.45%
Real Estate3.43%
Consumer Defensive3.4%
Communication Services3.32%
Utility2.1%
Energy1.7%
Asset Allocation
Asset ClassValue
Cash5.37%
Equity94.63%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹368 Cr1,261,598
↑ 27,698
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹360 Cr19,247,362
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 506395
3%₹316 Cr1,747,182
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
3%₹303 Cr6,016,821
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT
3%₹293 Cr484,892
Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 500257
2%₹281 Cr1,350,321
↓ -37,879
Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 532814
2%₹272 Cr4,897,146
↑ 338,790
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Jan 22 | OBEROIRLTY
2%₹252 Cr1,389,543
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
2%₹250 Cr434,230
↓ -66,178
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 532843
2%₹248 Cr3,879,249
↓ -98,100

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 22.3% 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 Mar 25) ₹93.2765 ↑ 0.63   (0.68 %)
Net Assets (Cr) ₹23,704 on 28 Feb 25
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.66
Sharpe Ratio 0.43
Information Ratio 0.72
Alpha Ratio 16.87
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
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 ₹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 4.1%
3 Month -16.1%
6 Month -13.3%
1 Year 18.1%
3 Year 28.6%
5 Year 36.9%
10 Year
15 Year
Since launch 22.3%
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 28 Feb 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

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
29 Feb 20₹10,000
28 Feb 21₹13,207

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
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
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 21.2% 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 Mar 25) ₹1,652.65 ↑ 9.70   (0.59 %)
Net Assets (Cr) ₹20,080 on 28 Feb 25
Category Equity - Multi Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio -0.15
Information Ratio -0.24
Alpha Ratio 3.45
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
29 Feb 20₹10,000
28 Feb 21₹12,582
28 Feb 22₹14,786
28 Feb 23₹14,803
29 Feb 24₹20,080
28 Feb 25₹20,810

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 ₹556,833.
Net Profit of ₹256,833
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 5.5%
3 Month -3.2%
6 Month -10.8%
1 Year 11.6%
3 Year 13.9%
5 Year 24.9%
10 Year
15 Year
Since launch 21.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 18.5%
2022 26%
2021 -1.1%
2020 30.3%
2019 16.1%
2018 8.5%
2017 -4.1%
2016 33.5%
2015 15.2%
2014 2.9%
Fund Manager information for Aditya Birla Sun Life Equity Fund
NameSinceTenure
Harish Krishnan3 Nov 231.33 Yr.
Dhaval Joshi21 Nov 222.28 Yr.

Data below for Aditya Birla Sun Life Equity Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services30.82%
Industrials11.66%
Consumer Cyclical11.37%
Technology11.14%
Health Care8.65%
Basic Materials8.1%
Consumer Defensive7.5%
Energy5.54%
Communication Services3.18%
Real Estate0.6%
Utility0.08%
Asset Allocation
Asset ClassValue
Cash1.38%
Equity98.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
8%₹1,691 Cr13,500,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
6%₹1,222 Cr6,500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 19 | RELIANCE
4%₹859 Cr6,789,998
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
4%₹856 Cr4,500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
4%₹855 Cr5,031,369
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 18 | SUNPHARMA
3%₹738 Cr4,232,179
HCL Technologies Ltd (Technology)
Equity, Since 30 Nov 11 | HCLTECH
3%₹621 Cr3,600,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 23 | LT
3%₹606 Cr1,700,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
3%₹575 Cr3,536,188
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Apr 14 | RADICO
2%₹434 Cr1,992,431
↓ -107,569

6. Franklin India Taxshield

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

Franklin India Taxshield is a Equity - ELSS fund was launched on 10 Apr 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.9% 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 Mar 25) ₹1,380.68 ↑ 7.57   (0.55 %)
Net Assets (Cr) ₹5,986 on 28 Feb 25
Category Equity - ELSS
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.83
Sharpe Ratio -0.19
Information Ratio 1.13
Alpha Ratio 2.84
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
29 Feb 20₹10,000
28 Feb 21₹13,007
28 Feb 22₹15,451
28 Feb 23₹16,156
29 Feb 24₹23,391
28 Feb 25₹24,095

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 ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for Franklin India Taxshield

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

DurationReturns
1 Month 4.6%
3 Month -5.9%
6 Month -10.8%
1 Year 10.2%
3 Year 18.4%
5 Year 28.7%
10 Year
15 Year
Since launch 20.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 22.4%
2022 31.2%
2021 5.4%
2020 36.7%
2019 9.8%
2018 5.1%
2017 -3%
2016 29.1%
2015 4.7%
2014 4%
Fund Manager information for Franklin India Taxshield
NameSinceTenure
R. Janakiraman2 May 168.84 Yr.
Rajasa Kakulavarapu1 Dec 231.25 Yr.

Data below for Franklin India Taxshield as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services29.08%
Industrials12.84%
Consumer Cyclical12.27%
Technology11.29%
Health Care6.4%
Consumer Defensive6.25%
Communication Services6.03%
Basic Materials4.87%
Utility3.79%
Energy3.11%
Real Estate1.73%
Asset Allocation
Asset ClassValue
Cash1.4%
Equity98.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
9%₹570 Cr4,546,914
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK
9%₹554 Cr3,260,417
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
6%₹361 Cr1,922,741
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL
6%₹360 Cr2,213,637
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT
5%₹315 Cr883,853
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH
4%₹252 Cr1,462,587
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | UNITDSPR
3%₹224 Cr1,575,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
3%₹222 Cr2,252,948
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
3%₹168 Cr1,324,806
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 543320
3%₹165 Cr7,500,000

7. Aditya Birla Sun Life Midcap Fund

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

Aditya Birla Sun Life Midcap Fund is a Equity - Mid Cap fund was launched on 3 Oct 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.9% 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 Mar 25) ₹712.85 ↑ 5.14   (0.73 %)
Net Assets (Cr) ₹5,056 on 28 Feb 25
Category Equity - Mid Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.94
Sharpe Ratio -0.11
Information Ratio -1.19
Alpha Ratio 2.92
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
29 Feb 20₹10,000
28 Feb 21₹12,708
28 Feb 22₹16,463
28 Feb 23₹16,361
29 Feb 24₹23,473
28 Feb 25₹24,143

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 ₹627,226.
Net Profit of ₹327,226
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 6.8%
3 Month -7.4%
6 Month -15.1%
1 Year 12.5%
3 Year 16%
5 Year 29.8%
10 Year
15 Year
Since launch 20.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 22%
2022 39.9%
2021 -5.3%
2020 50.4%
2019 15.5%
2018 -3.7%
2017 -16%
2016 44.8%
2015 5.7%
2014 10.4%
Fund Manager information for Aditya Birla Sun Life Midcap Fund
NameSinceTenure
Vishal Gajwani31 Oct 240.33 Yr.
Dhaval Joshi21 Nov 222.28 Yr.

Data below for Aditya Birla Sun Life Midcap Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services16.93%
Consumer Cyclical15.36%
Basic Materials14.88%
Industrials14.11%
Health Care12.5%
Technology8.31%
Real Estate3.73%
Consumer Defensive3.22%
Utility2.91%
Communication Services1.69%
Energy0.76%
Asset Allocation
Asset ClassValue
Cash5.6%
Equity94.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 May 17 | 532843
4%₹198 Cr3,100,000
Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 19 | 532779
3%₹161 Cr1,100,000
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 14 | CHOLAHLDNG
3%₹146 Cr964,000
Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 28 Feb 21 | 532296
3%₹145 Cr1,000,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 19 | 540611
3%₹145 Cr2,407,000
Mphasis Ltd (Technology)
Equity, Since 31 Mar 20 | 526299
3%₹143 Cr498,427
United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Jul 21 | UBL
3%₹140 Cr652,792
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | KPRMILL
3%₹140 Cr1,500,000
Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Sep 19 | FLUOROCHEM
2%₹138 Cr384,431
Max Financial Services Ltd (Financial Services)
Equity, Since 28 Feb 17 | 500271
2%₹137 Cr1,225,565

8. 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 20.5% 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 Mar 25) ₹149.98 ↑ 0.52   (0.35 %)
Net Assets (Cr) ₹50,826 on 28 Feb 25
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio -0.31
Information Ratio 0.66
Alpha Ratio 3.26
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 ₹810,071.
Net Profit of ₹510,071
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 5.3%
3 Month -14.1%
6 Month -17.9%
1 Year 6.5%
3 Year 21.6%
5 Year 40.9%
10 Year
15 Year
Since launch 20.5%
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 28 Feb 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

9. Nippon India Pharma Fund

The primary investment objective of the scheme is to seek to generate consistent returns by investing in equity and equity related or fixed income securities of Pharma and other associated companies.

Nippon India Pharma Fund is a Equity - Sectoral fund was launched on 5 Jun 04. It is a fund with High risk and has given a CAGR/Annualized return of 20.5% since its launch.  Ranked 35 in Sectoral category.  Return for 2024 was 34% , 2023 was 39.2% and 2022 was -9.9% .

Below is the key information for Nippon India Pharma Fund

Nippon India Pharma Fund
Growth
Launch Date 5 Jun 04
NAV (27 Mar 25) ₹481.936 ↓ -1.95   (-0.40 %)
Net Assets (Cr) ₹7,637 on 28 Feb 25
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 1.88
Sharpe Ratio -0.03
Information Ratio -0.33
Alpha Ratio -3.9
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₹15,566
28 Feb 22₹17,934
28 Feb 23₹17,124
29 Feb 24₹27,592
28 Feb 25₹29,006

Nippon India Pharma Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for Nippon India Pharma Fund

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

DurationReturns
1 Month 4.6%
3 Month -7.3%
6 Month -8%
1 Year 13.6%
3 Year 18.6%
5 Year 28.4%
10 Year
15 Year
Since launch 20.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 34%
2022 39.2%
2021 -9.9%
2020 23.9%
2019 66.4%
2018 1.7%
2017 3.6%
2016 7.6%
2015 -10.6%
2014 19.4%
Fund Manager information for Nippon India Pharma Fund
NameSinceTenure
Sailesh Raj Bhan1 Apr 0519.93 Yr.
Kinjal Desai25 May 186.77 Yr.

Data below for Nippon India Pharma Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Health Care98.64%
Asset Allocation
Asset ClassValue
Cash1.36%
Equity98.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 09 | SUNPHARMA
14%₹1,143 Cr6,556,349
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
9%₹753 Cr1,350,808
Lupin Ltd (Healthcare)
Equity, Since 31 Aug 08 | 500257
8%₹666 Cr3,200,693
↓ -2,983
Cipla Ltd (Healthcare)
Equity, Since 31 May 08 | 500087
6%₹459 Cr3,100,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 11 | DRREDDY
5%₹446 Cr3,662,170
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 20 | APOLLOHOSP
5%₹442 Cr648,795
Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 30 Sep 21 | 543350
4%₹294 Cr2,843,231
↓ -182,067
Ajanta Pharma Ltd (Healthcare)
Equity, Since 30 Apr 22 | 532331
3%₹258 Cr959,323
Medplus Health Services Ltd (Healthcare)
Equity, Since 30 Nov 22 | 543427
3%₹258 Cr3,564,680
Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND
3%₹233 Cr1,529,352
↑ 29,352

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 20.4% 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 Mar 25) ₹576.001 ↑ 5.21   (0.91 %)
Net Assets (Cr) ₹6,129 on 28 Feb 25
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 1.94
Sharpe Ratio 0.04
Information Ratio 0.78
Alpha Ratio -6.77
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₹11,364
28 Feb 22₹12,903
28 Feb 23₹14,400
29 Feb 24₹18,932
28 Feb 25₹20,225

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 5.4%
3 Month 1.8%
6 Month -5.2%
1 Year 13.5%
3 Year 18.4%
5 Year 27.6%
10 Year
15 Year
Since launch 20.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 10.3%
2022 24.2%
2021 20.7%
2020 29.7%
2019 -10.6%
2018 10.7%
2017 -1.2%
2016 44.1%
2015 11.5%
2014 -6%
Fund Manager information for Nippon India Banking Fund
NameSinceTenure
Vinay Sharma9 Apr 186.9 Yr.
Kinjal Desai25 May 186.77 Yr.
Bhavik Dave18 Jun 213.7 Yr.

Data below for Nippon India Banking Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services96.09%
Technology2.76%
Asset Allocation
Asset ClassValue
Cash1.15%
Equity98.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
21%₹1,311 Cr7,714,660
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
16%₹992 Cr7,915,358
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | 532215
9%₹572 Cr5,800,228
↑ 500,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 14 | SBIN
6%₹345 Cr4,459,330
↑ 864,521
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK
5%₹287 Cr1,510,000
↓ -140,000
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 May 19 | INDUSINDBK
4%₹260 Cr2,627,608
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 20 | SBICARD
3%₹212 Cr2,720,827
↑ 200,000
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 23 | 532978
3%₹199 Cr1,146,038
↑ 233,354
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 20 | SBILIFE
3%₹193 Cr1,300,170
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 30 Apr 19 | CHOLAHLDNG
3%₹176 Cr1,160,355
↑ 150,000

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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