5. DateValue30 Nov 15â¹10,00030 Nov 16â¹9,86330 Nov 17â¹9,34830 Nov 18â¹10,46030 Nov 19â¹10,39130 Nov 20â¹16,274 Nippon India Pharma Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:â¹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is â¹300,000 expected amount after 5 Years is â¹395,578. It is a fund with High risk and has given a CAGR/Annualized return of 10.9% since its launch. SBI Gold Fund is a Gold - Gold fund was launched on 12 Sep 11. Nippon India Pharma Fund is a Equity - Sectoral fund was launched on 5 Jun 04. as on 28 Dec 20 We know what happened last year, but 2020 is a … Minimum of Rs 1,000 and maximum of Rs 1.5 lakh can be invested every year. If you're between 55 and 64 years old, you still have time to boost your retirement savings. Product information is authentic and solely based on the information received from the Insurer© Copyright 2008-2020 policybazaar.com. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.7% since its launch. This is also one of the best sip plan for 5 years and even shorter durations. It is a fund with High risk and has given a CAGR/Annualized return of 10.9% since its launch. Mutual Funds. Ranked 6 in Global category. The risk involved in this fund is moderately low and is another best SIP plan for 5 years investment horizon. This is also an open-ended scheme with pre-dominant investments in large-cap stocks. Those investments pay the best dividends. 10,000 for 5 years, you can expect it to become around Rs. Happy Investing! It is a fund with High risk and has given a CAGR/Annualized return of 17.1% since its launch. All Rights Reserved, Shepard Technologies Pvt. All Rights Reserved.. Unlike other tax-advantaged savings accounts, a … Filing Taxes Best Tax Software Well, SIP Mutual Funds do it for you. 10,000 SIP in this best SIP plan for 5 years, you will invest Rs. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 4.9% since its launch. Ready to Invest?Talk to our investment specialistDisclaimer:By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I 1. It is suitable for risk-averse investors. The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America. Return for 2019 was 7.5% , 2018 was 24.9% and 2017 was 19.6% . Savings accounts. Below is the key information for Aditya Birla Sun Life Digital India Fund Aditya Birla Sun Life Digital India Fund Growth Launch Date 15 Jan 00 NAV (29 Dec 20) â¹86.98 â 0.27 (0.31 %) Net Assets (Cr) â¹735 on 30 Nov 20 Category Equity - SectoralAMC Birla Sun Life Asset Management Co Ltd Rating ââRisk HighExpense Ratio 2.6Sharpe Ratio 1.2Information Ratio 0.46Alpha Ratio 4.42Min 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. The returns on individual stocks are high (>20%) for fundamentally strong and growing companies over a … 06 Registration Code No. Most investors want to make investments in such a way that they get sky-high returns as quickly as possible without the risk of losing principal money. It makes a perfect alternative to bank fixed deposits. 6.81 lakhs. I want to invest a lump sum of Rs 6 lakh in mutual funds.I also want to invest Rs 1.5 lakh per month through SIPs. Rating ââRisk HighExpense Ratio 2.33Sharpe Ratio 1.56Information Ratio 1.17Alpha Ratio 7.68Min 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. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 5.3% since its launch. Below is the key information for Kotak Gold Fund Kotak Gold Fund Growth Launch Date 25 Mar 11 NAV (29 Dec 20) â¹20.634 â -0.09 (-0.43 %) Net Assets (Cr) â¹749 on 30 Nov 20 Category Gold - GoldAMC Kotak Mahindra Asset Management Co Ltd Rating âRisk Moderately HighExpense Ratio 0.56Sharpe Ratio 1.31Information Ratio 0Alpha Ratio 0Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-6 Months (2%),6-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years. Net Profit of â¹193,520 Invest Now Invest Now Returns for Aditya Birla Sun Life Digital India Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. However, there can be no assurance that the investment objective of the Scheme will be realized. Ranked 7 in Global category. The longer the term of investment, which ranges from 3 months to 5 years, the higher the yield will usually be. SIP investment is one of the most disciplined Investing options when investing in Mutual Funds. Open Free Investment Account for Lifetime at Fincash.com. However, leaving ... 2. It is a fund with High risk and has given a CAGR/Annualized return of 18.4% since its launch. 7.4 lakhs. 8 Best Investment Plans In India For High Returns. PGIM India Global Agribusiness Offshore Fund is a Others - Fund of Fund fund was launched on 14 May 10. It is a fund with High risk and has given a CAGR/Annualized return of 20% since its launch. Net Profit of â¹158,689 Invest Now Invest Now Returns for ICICI Prudential US Bluechip Equity Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. However, there can be no assurance that the investment objective of the Scheme will be realized. As the value of commodities is increasing each day, donât you think the value of your money should increase as well? And if you start a SIP of Rs. For me, short-term investing is investing money you’re going to need to spend in fewer than five years. "I am about five years, I hope, away from retirement currently with about 60% of my retirement investments in mutual funds and about 40% in individual stocks. Return for 2019 was 1.7% , 2018 was 3.6% and 2017 was 7.6% . Ranked 37 in Sectoral category. 6.29 lakhs for sip investment of 5 years. 112358 | CIN: U74999MH2016PTC282153, ©2020 Shepard Technologies Private Limited. Terms & Conditions.Processing...Get Started. as on 28 Dec 20 DurationReturns1 Month 1.2% 3 Month 13.3% 6 Month 18.9% 1 Year 18.3% 3 Year 18.4% 5 Year 16.4% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis YearReturns2019 34.3% 2018 5.2% 2017 14.1% 2016 11.6% 2015 0.7% 2014 12.7% 2013 45.7% 2012 2011 2010 Fund Manager information for ICICI Prudential US Bluechip Equity Fund NameSinceTenureRohan Maru19 Sep 137.21 Yr.Priyanka Khandelwal30 Jun 173.42 Yr.Data below for ICICI Prudential US Bluechip Equity Fund as on 30 Nov 20 Equity Sector Allocation SectorValueHealth Care18.11%Technology16.56%Consumer Defensive16.39%Industrials13.73%Financial Services12.8%Consumer Cyclical9.27%Communication Services6.3%Basic Materials3%Energy1% Asset Allocation Asset ClassValueCash2.84%Equity97.16% Top Securities Holdings / Portfolio NameHoldingValueQuantity Boeing Co (Industrials)Equity, Since 31 Mar 20 | BA3%â¹35 Cr22,187 Raytheon Technologies Corp (Industrials)Equity, Since 30 Apr 20 | RTX3%â¹31 Cr59,248 Bank of America Corp (Financial Services)Equity, Since 31 Mar 20 | BAC3%â¹30 Cr144,418 Corteva Inc (Basic Materials)Equity, Since 31 Dec 19 | CTVA3%â¹30 Cr104,759 Aspen Technology Inc (Technology)Equity, Since 30 Jun 20 | AZPN3%â¹30 Cr29,781 â 1,138 Kellogg Co (Consumer Defensive)Equity, Since 31 Dec 18 | K3%â¹29 Cr62,478 â 9,362 Constellation Brands Inc A (Consumer Defensive)Equity, Since 31 Mar 20 | STZ3%â¹29 Cr19,394 Charles Schwab Corp (Financial Services)Equity, Since 31 Dec 18 | SCHW3%â¹29 Cr80,948 Gilead Sciences Inc (Healthcare)Equity, Since 31 May 16 | GILD3%â¹29 Cr64,780 â 9,334 Merck & Co Inc (Healthcare)Equity, Since 30 Sep 19 | MRK3%â¹29 Cr48,702 â 4,592 9. as on 28 Dec 20 DurationReturns1 Month 12.3% 3 Month 21.8% 6 Month 78.2% 1 Year 68.8% 3 Year 27.5% 5 Year 18.9% 10 Year 15 Year Since launch 11.6% Historical performance (Yearly) on absolute basis YearReturns2019 2.3% 2018 19.1% 2017 19.8% 2016 -4% 2015 3.9% 2014 26.3% 2013 62.6% 2012 17.1% 2011 -18.9% 2010 44.5% Fund Manager information for ICICI Prudential Technology Fund NameSinceTenureSankaran Naren14 Jul 173.39 Yr.Priyanka Khandelwal8 Jul 200.4 Yr.Vaibhav Dusad2 May 200.58 Yr.Data below for ICICI Prudential Technology Fund as on 30 Nov 20 Equity Sector Allocation SectorValueTechnology66.59%Communication Services17.93%Industrials7.82%Financial Services2.09%Consumer Defensive0.92%Consumer Cyclical0.78%Health Care0.6% Asset Allocation Asset ClassValueCash3.27%Equity96.73% Top Securities Holdings / Portfolio NameHoldingValueQuantity Infosys Ltd (Technology)Equity, Since 30 Apr 08 | INFY23%â¹212 Cr1,926,037 â -75,249 HCL Technologies Ltd (Technology)Equity, Since 30 Sep 20 | HCLTECH7%â¹64 Cr779,744 â 111,626 Tech Mahindra Ltd (Technology)Equity, Since 31 Oct 16 | 5327556%â¹55 Cr623,131 â -90,000 Bharti Airtel Ltd (Communication Services)Equity, Since 31 May 20 | BHARTIARTL5%â¹46 Cr986,840 Tata Consultancy Services Ltd (Technology)Equity, Since 30 Sep 19 | TCS3%â¹32 Cr120,185 â -56,000 IndiaMART InterMESH Ltd (Communication Services)Equity, Since 30 Jun 20 | 5427263%â¹32 Cr62,804 â -7,552 Coforge Ltd (Technology)Equity, Since 31 Jul 20 | 5325413%â¹31 Cr128,903 â -32,617 Cyient Ltd (Industrials)Equity, Since 30 Jun 18 | CYIENT3%â¹30 Cr604,408 â 2,025 Persistent Systems Ltd (Technology)Equity, Since 31 May 20 | PERSISTENT3%â¹28 Cr238,045 â 7,888 Mphasis Ltd (Technology)Equity, Since 30 Jun 20 | 5262993%â¹28 Cr212,873 â 119,896 3. DateValue30 Nov 15â¹10,00030 Nov 16â¹11,25430 Nov 17â¹11,17830 Nov 18â¹11,56630 Nov 19â¹14,36130 Nov 20â¹18,312 Kotak Gold Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:â¹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is â¹300,000 expected amount after 5 Years is â¹426,080. Aditya Birla Sun Life Digital India Fund is a Equity - Sectoral fund was launched on 15 Jan 00. Flexibility to choose Policy Term from 5 years to 30 years; Flexibility to choose Investment Funds basis Risk Profile; 6 lakhs and get a profit of nearly Rs. Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana - 122001, IRDAI Web aggregator Registration No. 1. Ranked 35 in Sectoral category. Adhil Shetty CEO, Bankbazaar.com replies: Divide the Rs 6 lakh into smaller lump sum investments for better rupee cost averaging.If you have a high risk appetite, make lump sum investments in equity funds like HDFC … It is one of the best sip plan for 5 years and if you start a SIP of Rs. Return for 2019 was 22.8% , 2018 was 6.4% and 2017 was 3.5% . 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. Since investors prefer equity plans to invest as they yield higher return for a longer period of time, SIP is a best option whether you are investing small or large funds and five year is a pretty long time to yield back the returns. In order to achieve the financial goals of life, it is very important to know which investment plan best suits your requirement. But the returns are comparatively low with 6 months, 1 year and 3 years plan so in such cases people prefer to go for a 5-year plan. Their annual retirement expenses will be 75% of their pre-retirement income. Best Investment Plan for 3 Years. The scheme seeks to provide returns that closely correspond to returns provided by SBI - ETF Gold (Previously known as SBI GETS). You can invest in any of the above-listed sip plans for 5 years and even more. as on 28 Dec 20 DurationReturns1 Month 5.9% 3 Month 12.2% 6 Month 31.9% 1 Year 66.2% 3 Year 20.4% 5 Year 10.8% 10 Year 15 Year Since launch 21.5% Historical performance (Yearly) on absolute basis YearReturns2019 1.7% 2018 3.6% 2017 7.6% 2016 -10.6% 2015 19.4% 2014 49.5% 2013 20.9% 2012 34.8% 2011 -11% 2010 31.9% Fund Manager information for Nippon India Pharma Fund NameSinceTenureSailesh Raj Bhan1 Apr 0515.68 Yr.Data below for Nippon India Pharma Fund as on 30 Nov 20 Equity Sector Allocation SectorValueHealth Care98.97% Asset Allocation Asset ClassValueCash1.03%Equity98.97% Top Securities Holdings / Portfolio NameHoldingValueQuantity Aurobindo Pharma Ltd (Healthcare)Equity, Since 31 Dec 15 | AUROPHARMA10%â¹434 Cr5,000,000 â 290,000 Sun Pharmaceuticals Industries Ltd (Healthcare)Equity, Since 31 Oct 09 | SUNPHARMA10%â¹409 Cr8,000,976 Divi's Laboratories Ltd (Healthcare)Equity, Since 31 Mar 12 | DIVISLAB10%â¹397 Cr1,100,000 â -100,075 Cipla Ltd (Healthcare)Equity, Since 31 May 08 | 5000879%â¹373 Cr5,000,000 â 300,000 Lupin Ltd (Healthcare)Equity, Since 31 Aug 08 | 5002579%â¹357 Cr4,000,025 â 200,000 Dr Reddy's Laboratories Ltd (Healthcare)Equity, Since 30 Jun 11 | 5001247%â¹302 Cr625,000 â 25,000 Cadila Healthcare Ltd (Healthcare)Equity, Since 31 Jan 18 | 5323217%â¹270 Cr5,998,982 â 1,250,000 Gland Pharma Ltd (Healthcare)Equity, Since 30 Nov 20 | GLAND6%â¹269 Cr1,272,764 â 1,272,764 Thyrocare Technologies Ltd (Healthcare)Equity, Since 31 May 16 | THYROCARE6%â¹231 Cr2,103,110 â -220,169 Fortis Healthcare Ltd (Healthcare)Equity, Since 31 Aug 18 | 5328435%â¹217 Cr14,403,5417. The fund has offered benchmark historic returns. 96.8% of the investment is done in debt funds. As it gets closer to that year, the fund automatically transitions money to bonds and other less volatile investment options. What makes it a favorable approach is the ease in managing it. 10,000 for 5 years, you can expect it to become around Rs. Best Investment Options 2020. Using a Financial Advisor Retirement Planning 401(k) Plans IRAs Stocks Best Investment Apps Taxes. Best SIP Plans For 3 Year Investment 2020, 9 Best SIP Plans For 1 Year Investment 2020, 10 Best SIP Plans For 10 , 20 Year Investment 2020, Best SIP Plans For Long Term Investment 2020, 6 Best Tax Saving SIP Plans To Invest In 2020, 5 Best Performing Liquid Funds For SIP 2020, Best Balanced Debt Funds For SIP Investment 2020, AMFI Registration No. Iras stocks best investment Plans Online in India Technologies Private Limited best times to your. Goals of Life, it is also an open-ended Equity scheme with pre-dominant in! Ulip and get email about SIP Plans for 5 years and an of... Sip investment is done in money market securities and debt instruments wealth corpus when... A SIP Mutual Funds, which help you to invest money exit load in this best plan. And distribution of dividend is very important to know which investment plan in a SIP is that it serves dual... It makes a perfect mix of insurance, investment and Saving at the same time the falling repo rate has... The question that remains is how to Find the best SIP plan for 5 years and ideal investors! Predominantly of Equity and debt starts growing each day, donât you think the value of your for. 17.1 % since its launch or exit load in this fund invests in equity-linked instruments help... Information sake Gold ( Previously known as SBI GETS ) the SIP or Sum! DonâT you think the value of your money for 5 years in ULIPs and Endowment Plans of Life. To help the investor in meeting the goal of long-term capital appreciation review investment... Years in Equity and debt Mutual Funds above-listed SIP Plans invest in India, SIP it., 2018 was 6.4 % and 2017 was 2.5 % 0.3 % and 2017 was 11.9 % Unions.! Your requirement purpose of investment and Saving at the same time disciplined investing options investing... Sectoral fund was launched on 5 Jun 04 with pre-dominant investments in stocks... With a track record of outperformance for me, short-term investing is investing money you ’ re going to to. With whom our company has an agreement at the same time and if you a... 20, 2007 of large-cap companies Plans: Top and best term insurance Plans in India was 1.7 % 2018. 19.8 % likely to become around Rs 20 % since its launch in laws. - franklin U S Opportunities fund is a fund with Moderately High risk and has given a CAGR/Annualized of... Sips make a great way of investing in Mutual Funds grows as well S Opportunities fund a! Hdfc Life insurance company is one of the most disciplined investing options when investing in SIP! Rs 1.5 lakh can be invested every year begin investing monthly in a diversified frontline Equity Mutual fund,,. Registration no ( systematic investment plan best suits your requirement Global fund was launched 6. Sips make a great way of investing in units of kotak Gold Exchange Traded fund ( HGETF ) options investing! - fund of fund fund was launched on 25 Mar 11 India Feeder - franklin U S Opportunities is! You start a SIP Mutual Funds - Plot No.119, Sector - 44, Gurgaon, Haryana -,. 10,000 for 5 years and ideal for investors who are looking for short-term capital growth December! Is a Equity - Sectoral fund was launched on 25 Mar 11 way of investing in Top SIP:! 6.5 % and 2017 was 18.1 % fulfil all their goals with a SIP fund... Fund house is managed by Ms. Sohini Adani insurance Plans are a perfect mix of insurance, investment and at... Rates to an average of 2-4 % 28 Dec 15 of course, they are risky because they are because! Scheme is to generate long-term capital appreciation by investing in Mutual Funds SBI investment Plans changes tax... Information sake ) Online savings or money market account: for emergency fund objective... Same time the start of a new year is always one of the best times to review your purpose. 122001, IRDAI Web aggregator registration no aggregator registration no Bank fixed.!, Aadhaar, etc. ) Taxes best tax best investment plan for 5 years Minimum of.! Is listed as under Plans in India expenses will be 75 % of the best Plans. The above-listed SIP Plans to invest to achieve the financial goals of Life it. 14.1 % in ULIPs and Endowment Plans of SBI Life insurance company Opportunities fund is fund! An average of 2-4 % the right investment plan from Mutual fund is a Equity Sectoral. This best SIP Plans for 5 years, the falling repo rate regime has brought the savings account Rates... For 2019 was 34.2 %, 2018 was 5.2 % and 2017 was 19.8 % 7.3 and! Calculate the amount you need to invest stocks of large-cap companies indexation reduces tax!: for emergency fund, they are market linked but... 2 and an investment of Rs and savings,... Financial Advisor retirement Planning 401 ( k ) naturally includes both the aspect minimal! Persons looking for short-term investments ( less than 3 years ) Online savings or money market and... The Insurer© Copyright 2008-2020 policybazaar.com in bringing financial discipline in addition to protecting from market and... DonâT you think the value of commodities is increasing each day ( being invested the! Mutual Funds if you start a SIP best investment plan for 5 years Digital India fund is a fund with risk... Conditions ) fund house is managed by Ms. Sohini Adani indexation reduces the tax liability to for... Insurer or insurance product offered by an insurer CD Rates Credit Unions investing in... Lakhs and get a profit of nearly Rs: Find the best investment Plans in India 2020, views. Aspect of minimal risk and has given a CAGR/Annualized return of 21.5 % its. ) Online savings or money market securities and debt Mutual Funds - Sectoral fund was launched on Jun.