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Best Mutual Funds for SIP 2023 | Best Performing SIP Online

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Best Mutual Funds for SIP 2023

Updated on June 5, 2023 , 12058 views

SIP or Systematic Investment plan is one of the best ways to invest in Mutual Funds. It is a smart and hassle-free mode of Investing your money in Mutual Fund schemes. Here, you can invest a certain pre-determined amount at a regular interval (monthly/quarterly, etc.). As you can start your SIP investment with just INR 500, it makes the most affordable means of investment. Your money is auto-debited from your Bank account and invested into the scheme, which indirectly creates a habit of savings in the long-run. SIP investments are a great way to plan your Financial goals. You need to set a specific goal and estimate the time and amount required to fulfil it. Below are the best mutual funds for SIP based on the investment tenure and risk appetite. Investors can target their investment goals and achieve them on time by investing in these schemes.

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SIP

Top Mutual Funds for SIP Investment FY 23 - 24

Best Equity SIP Funds— For Long Term Wealth Creation

Equity Funds are expected to deliver high returns in the long-run, but are risky funds. Investors who can invest for more than 5 years are advised to invest in equity funds. One can also plan their long-term financial goals by investing in these funds.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
ICICI Prudential Technology Fund Growth ₹135.96
↑ 1.16
₹9,940 100 -0.8-3.10.436.120.1-23.2
Aditya Birla Sun Life Digital India Fund Growth ₹122.93
↑ 0.94
₹3,250 100 1.50.46.432.919.8-21.6
Nippon India Small Cap Fund Growth ₹105.737
↑ 1.06
₹26,294 100 13.710.832.547.419.76.5
SBI Technology Opportunities Fund Growth ₹143.956
↑ 0.93
₹2,812 500 -0.3-0.77.930.319.3-15.5
Principal Emerging Bluechip Fund Growth ₹183.316
↑ 2.03
₹3,124 100 2.913.638.921.919.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Jun 23

Best Debt SIP Funds— To Earn Optimal Returns

Debt fund are a good way to secure your money and generate average consistent returns. Investors who are looking for stable returns or those who want to invest for less than three years should consider investing in these funds.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)2022 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
Aditya Birla Sun Life Medium Term Plan Growth ₹32.672
↓ 0.00
₹1,852 1,000 2.74.124.515.624.87.97%2Y 11M 12D6Y 4M 28D
Sundaram Short Term Debt Fund Growth ₹36.3802
↑ 0.01
₹362 250 0.811.412.85.3 4.52%1Y 2M 13D1Y 7M 3D
Sundaram Low Duration Fund Growth ₹28.8391
↑ 0.01
₹550 1,000 110.211.85 4.19%5M 18D8M 1D
SBI Magnum Constant Maturity Fund Growth ₹54.4354
↓ 0.00
₹1,473 500 4.45.210.74.31.37.45%6Y 9M 7D9Y 7M 17D
ICICI Prudential Constant Maturity Gilt Fund Growth ₹20.98
↓ 0.00
₹2,394 1,000 4.55.410.64.61.27.25%6Y 8M 1D9Y 6M 7D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Jun 23

Best Balanced Funds— Earn Stable Returns + Create Long Term Wealth

Balanced Fund invest their money both in equity and debt funds. These are less volatile than pure equity Mutual Funds. Balanced funds deliver superior returns over a period of more than three years. Investors who want to invest in equity funds, balanced funds are a great way to start off with.

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹24.22
↑ 0.23
₹392 1,000 5.73.416.328.411.7-4.8
ICICI Prudential Equity and Debt Fund Growth ₹254.59
↑ 1.38
₹22,145 100 4.8415.327.415.111.7
HDFC Balanced Advantage Fund Growth ₹343.868
↑ 1.52
₹54,413 300 5.44.620.526.613.418.8
ICICI Prudential Multi-Asset Fund Growth ₹505.674
↑ 1.96
₹17,812 100 4.84.516.82614.816.8
HDFC Hybrid Equity Fund Growth ₹90.745
↑ 0.57
₹19,439 300 6.24.518.723.812.18.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Jun 23

1. 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 20.4% since its launch.  Ranked 6 in Small Cap category.  Return for 2022 was 6.5% , 2021 was 74.3% and 2020 was 29.2% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (07 Jun 23) ₹105.737 ↑ 1.06   (1.01 %)
Net Assets (Cr) ₹26,294 on 30 Apr 23
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 0.36
Information Ratio 1.25
Alpha Ratio 8.78
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹9,349
31 May 20₹6,969
31 May 21₹15,355
31 May 22₹18,355
31 May 23₹23,287

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 ₹493,520.
Net Profit of ₹193,520
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 7 Jun 23

DurationReturns
1 Month 8.9%
3 Month 13.7%
6 Month 10.8%
1 Year 32.5%
3 Year 47.4%
5 Year 19.7%
10 Year
15 Year
Since launch 20.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 6.5%
2021 74.3%
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
2014 97.6%
2013 11.9%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 176.33 Yr.
Kinjal Desai25 May 184.94 Yr.
Tejas Sheth1 Feb 230.24 Yr.
Akshay Sharma1 Dec 220.41 Yr.

Data below for Nippon India Small Cap Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Industrials27.86%
Consumer Cyclical15.11%
Financial Services14.37%
Basic Materials14.33%
Consumer Defensive7.77%
Technology7.22%
Health Care5.4%
Energy1.46%
Communication Services1.21%
Utility0.47%
Real Estate0.43%
Asset Allocation
Asset ClassValue
Cash3.17%
Equity96.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | TIINDIA
3%₹846 Cr3,267,559
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹456 Cr2,700,000
KPIT Technologies Ltd (Technology)
Equity, Since 30 Jun 19 | KPITTECH
2%₹436 Cr4,756,932
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 21 | BANKBARODA
2%₹433 Cr23,045,248
NIIT Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | NIITLTD
2%₹401 Cr11,111,066
↑ 15,650
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | BALRAMCHIN
1%₹386 Cr9,291,212
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | NAVINFLUOR
1%₹382 Cr787,244
Tejas Networks Ltd (Technology)
Equity, Since 30 Jun 17 | TEJASNET
1%₹380 Cr5,763,697
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 21 | LT
1%₹374 Cr1,583,030
Zydus Wellness Ltd (Consumer Defensive)
Equity, Since 31 Aug 16 | ZYDUSWELL
1%₹369 Cr2,373,458

2. 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 20.2% since its launch.  Ranked 2 in Small Cap category.  Return for 2022 was 1% , 2021 was 77.4% and 2020 was 15.5% .

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

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (07 Jun 23) ₹53.0337 ↑ 0.40   (0.76 %)
Net Assets (Cr) ₹8,672 on 31 Jan 23
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.87
Sharpe Ratio -0.15
Information Ratio 0.61
Alpha Ratio 3.77
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹8,939
31 May 20₹6,056
31 May 21₹12,883
31 May 22₹15,567
31 May 23₹18,968

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 ₹436,710.
Net Profit of ₹136,710
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 7 Jun 23

DurationReturns
1 Month 5.5%
3 Month 10.5%
6 Month 9.2%
1 Year 25%
3 Year 43.8%
5 Year 14.7%
10 Year
15 Year
Since launch 20.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022 1%
2021 77.4%
2020 15.5%
2019 -8.1%
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
2013
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 193.37 Yr.
Vihang Naik17 Dec 193.37 Yr.

Data below for L&T Emerging Businesses Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Industrials34.81%
Basic Materials17.04%
Consumer Cyclical15.6%
Financial Services9.15%
Technology7.18%
Real Estate5.69%
Consumer Defensive4.82%
Health Care2.66%
Energy1.27%
Communication Services0.08%
Asset Allocation
Asset ClassValue
Cash1.7%
Equity98.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL
3%₹269 Cr5,081,639
RHI Magnesita India Ltd (Industrials)
Equity, Since 31 Aug 18 | RHIM
3%₹235 Cr3,018,479
Indian Bank (Financial Services)
Equity, Since 31 Jan 22 | 532814
3%₹230 Cr7,556,600
Grindwell Norton Ltd (Industrials)
Equity, Since 30 Sep 17 | 506076
3%₹225 Cr1,127,322
Carborundum Universal Ltd (Industrials)
Equity, Since 31 Jul 16 | CARBORUNIV
3%₹219 Cr2,249,700
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI
2%₹215 Cr1,329,400
JK Lakshmi Cement Ltd (Basic Materials)
Equity, Since 31 Oct 20 | JKLAKSHMI
2%₹209 Cr2,845,600
E I D Parry India Ltd (Consumer Defensive)
Equity, Since 31 Jan 20 | EIDPARRY
2%₹207 Cr3,804,620
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
2%₹200 Cr1,184,900
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 17 | RATNAMANI
2%₹195 Cr880,422

3. ICICI Prudential Smallcap Fund

(Erstwhile ICICI Prudential Indo Asia Equity Fund)

ICICI Prudential Indo Asia Equity Fund is an OE equity scheme that seeks to generate long term capital appreciation by investing in equity, equity related securities and or share classes/units of equity funds of companies, which are incorporated or have their area of primary activity, in the Asia Pacific region. Initially the Scheme will invest in share classes of International Opportunities Fund Asian Equity Fund and thereafter the Fund Manager of the Indo Asia Equity Fund may choose to make investment in listed equity shares, securities in the Asia Pacific region. However, there can be no assurance that the investment objective of the Scheme will be realized.

ICICI Prudential Smallcap Fund is a Equity - Small Cap fund was launched on 18 Oct 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.1% since its launch.  Ranked 26 in Small Cap category.  Return for 2022 was 5.7% , 2021 was 61% and 2020 was 22.8% .

Below is the key information for ICICI Prudential Smallcap Fund

ICICI Prudential Smallcap Fund
Growth
Launch Date 18 Oct 07
NAV (07 Jun 23) ₹59.62 ↑ 0.41   (0.69 %)
Net Assets (Cr) ₹5,036 on 30 Apr 23
Category Equity - Small Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.1
Sharpe Ratio 0.2
Information Ratio 0.44
Alpha Ratio 4.5
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹9,623
31 May 20₹6,785
31 May 21₹15,079
31 May 22₹18,001
31 May 23₹21,293

ICICI Prudential Smallcap 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

Returns for ICICI Prudential Smallcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Jun 23

DurationReturns
1 Month 8.4%
3 Month 11.6%
6 Month 8.1%
1 Year 21.6%
3 Year 43.5%
5 Year 17.7%
10 Year
15 Year
Since launch 12.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 5.7%
2021 61%
2020 22.8%
2019 10%
2018 -22.4%
2017 42.7%
2016 6%
2015 0.5%
2014 50.6%
2013 8.8%
Fund Manager information for ICICI Prudential Smallcap Fund
NameSinceTenure
Harish Bihani5 Nov 184.49 Yr.
Sharmila D’mello30 Jun 220.84 Yr.

Data below for ICICI Prudential Smallcap Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Industrials23.67%
Consumer Cyclical21.35%
Health Care13.63%
Financial Services8.3%
Basic Materials6.67%
Real Estate4.08%
Communication Services4.05%
Consumer Defensive3.85%
Technology3.55%
Asset Allocation
Asset ClassValue
Cash10.01%
Equity89.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cyient Ltd (Industrials)
Equity, Since 31 Aug 18 | CYIENT
5%₹227 Cr1,926,719
↓ -66,247
PVR INOX Ltd Shs Dematerialised (Communication Services)
Equity, Since 28 Feb 23 | PVRINOX
4%₹179 Cr1,222,813
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Sep 22 | 543308
4%₹179 Cr1,183,364
EPL Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 21 | EPL
3%₹167 Cr9,546,110
↑ 34,684
Rolex Rings Ltd (Industrials)
Equity, Since 31 Jul 21 | 543325
3%₹161 Cr873,867
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI
3%₹144 Cr760,363
↓ -59,862
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 19 | MCX
3%₹128 Cr917,205
↑ 50,000
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | CCL
3%₹127 Cr2,116,034
↓ -430,720
Tarsons Products Ltd (Healthcare)
Equity, Since 30 Nov 21 | 543399
3%₹127 Cr2,250,439
Blue Star Ltd (Industrials)
Equity, Since 30 Nov 17 | BLUESTARCO
2%₹112 Cr758,429
↓ -960

4. HDFC Small Cap Fund

To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies.

HDFC Small Cap Fund is a Equity - Small Cap fund was launched on 3 Apr 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.7% since its launch.  Ranked 9 in Small Cap category.  Return for 2022 was 4.6% , 2021 was 64.9% and 2020 was 20.2% .

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (07 Jun 23) ₹91.351 ↑ 0.91   (1.01 %)
Net Assets (Cr) ₹15,857 on 30 Apr 23
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 0.62
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 18₹10,000
31 May 19₹9,563
31 May 20₹6,062
31 May 21₹13,187
31 May 22₹14,595
31 May 23₹19,312

HDFC 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 ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for HDFC 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 7 Jun 23

DurationReturns
1 Month 8.1%
3 Month 11.9%
6 Month 12.8%
1 Year 36.7%
3 Year 43.3%
5 Year 15.1%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.6%
2021 64.9%
2020 20.2%
2019 -9.5%
2018 -8.1%
2017 60.8%
2016 5.4%
2015 6.4%
2014 51.5%
2013 7.5%
Fund Manager information for HDFC Small Cap Fund
NameSinceTenure
Chirag Setalvad28 Jun 148.85 Yr.
Priya Ranjan1 May 221 Yr.

Data below for HDFC Small Cap Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Industrials26.71%
Consumer Cyclical19.76%
Financial Services13.56%
Technology12.61%
Basic Materials8.1%
Health Care4.8%
Consumer Defensive3.41%
Communication Services1.91%
Asset Allocation
Asset ClassValue
Cash8.45%
Equity91.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sonata Software Ltd Shs Dematerialised (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW
5%₹791 Cr9,259,329
↓ -131,322
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | BANKBARODA
4%₹691 Cr36,828,792
Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | BAJAJELEC
4%₹608 Cr5,537,944
Firstsource Solutions Ltd Shs Dematerialised (Technology)
Equity, Since 31 Mar 18 | FSL
3%₹554 Cr47,400,000
Great Eastern Shipping Co Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Jan 15 | GESHIP
3%₹452 Cr6,668,480
IDFC Ltd (Financial Services)
Equity, Since 31 Oct 21 | IDFC
3%₹444 Cr50,571,544
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX
3%₹420 Cr3,099,516
↑ 77,260
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM
3%₹408 Cr16,530,886
KEI Industries Ltd (Industrials)
Equity, Since 30 Sep 17 | KEI
3%₹400 Cr2,110,000
Kirloskar Ferrous Industries Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Apr 18 | 500245
2%₹371 Cr8,965,017

5. Kotak Small Cap Fund

(Erstwhile Kotak Midcap Scheme)

The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities.

Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17% since its launch.  Ranked 23 in Small Cap category.  Return for 2022 was -3.1% , 2021 was 70.9% and 2020 was 34.2% .

Below is the key information for Kotak Small Cap Fund

Kotak Small Cap Fund
Growth
Launch Date 24 Feb 05
NAV (07 Jun 23) ₹176.493 ↑ 1.41   (0.80 %)
Net Assets (Cr) ₹9,230 on 30 Apr 23
Category Equity - Small Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio -0.36
Information Ratio 0.29
Alpha Ratio -1.74
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 May 18₹10,000
31 May 19₹9,236
31 May 20₹7,239
31 May 21₹17,048
31 May 22₹19,613
31 May 23₹21,960

Kotak 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 ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Kotak 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 7 Jun 23

DurationReturns
1 Month 7.1%
3 Month 8.9%
6 Month 6.2%
1 Year 16.2%
3 Year 42%
5 Year 18%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -3.1%
2021 70.9%
2020 34.2%
2019 5%
2018 -17.3%
2017 44%
2016 8.9%
2015 7.4%
2014 74%
2013 -4.9%
Fund Manager information for Kotak Small Cap Fund
NameSinceTenure
Pankaj Tibrewal21 Jan 1013.28 Yr.
Arjun Khanna30 Apr 221 Yr.

Data below for Kotak Small Cap Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Industrials33.94%
Consumer Cyclical22.88%
Basic Materials21.86%
Financial Services5.5%
Health Care3.24%
Technology3.21%
Consumer Defensive2.34%
Real Estate1.5%
Energy0.22%
Asset Allocation
Asset ClassValue
Cash4.6%
Equity95.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | CARBORUNIV
5%₹435 Cr4,041,905
↓ -100,000
Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT
4%₹364 Cr3,087,178
↓ -63,829
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI
3%₹303 Cr1,409,522
Century Plyboards (India) Ltd Shs Dematerialised (Basic Materials)
Equity, Since 31 Oct 18 | CENTURYPLY
3%₹296 Cr5,673,505
Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO
3%₹278 Cr1,880,175
Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | GALAXYSURF
3%₹260 Cr1,044,042
↑ 17,777
Supreme Industries Ltd (Industrials)
Equity, Since 31 May 14 | SUPREMEIND
3%₹232 Cr851,636
Garware Technical Fibres Ltd Shs Dematerialised (Consumer Cyclical)
Equity, Since 30 Jun 21 | GARFIBRES
2%₹225 Cr772,836
↑ 13,005
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
2%₹225 Cr474,169
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | SFL
2%₹201 Cr1,927,672

Benefits of Investing in SIP

Some of the major advantages of investing in a SIP are as follows:

Rupee Cost Averaging

Most investors are skeptical about the best time to invest in the Market. They are worried about the volatile markets. But, rupee cost averaging breaks all the worries. Since you become a regular investor with a SIP, your money fetches more units when the price of shares is low and lesser when the price is high. During the volatile cycle, it may allow you to achieve a lower average cost per unit. Thus, the positives of investing through a SIP becomes quite evident in the times of market fluctuations.

Power of Compounding

SIPs work on Power of Compounding. Investors can put in a small amount of money and can see how the value increase over time. The longer you stay invested, the greater the value of your investment becomes. As, the returns earned at regular intervals are reinvested in the fund, investors get a return on the return. And the same cycle continues for years. To benefit the most out of the power of compounding, investors should start a savings at an early age to make the most out of it.

No Need to Time the Market

With a SIP, investors don’t need to worry about the market timings. SIP helps investors ride the market Volatility by averaging out the cost as they invest a fixed sum regularly at various levels.

Easy Way to Achieve Financial Goals

As you become a regular investor via a SIP, you can easily plan your financial goals. For example, if your short-term goal is buying a car in 2 years, then you can invest in debt funds, and if you have set Retirement planning as your long-term goal then, you should invest in equity funds via a SIP. SIPs also create a regular habit of savings over the long-run. Investors who want to avail all the benefits in their investments should take a SIP route in Mutual Funds.

SIP Return Calculator or Mutual Fund Calculator

A sip calculator is the smartest tool to use while investing in Mutual Funds. It helps to determine the expected returns on your SIP investment. You can calculate the amount required for your investment and time period that you need to stay invested to reach the particular financial goal.

When using a SIP calculator, one has to fill certain variables, that includes-

  • Investment amount
  • The desired investment duration
  • Expected Inflation rate (annual) for the years to come
  • Long-term growth rate on investments

Once you feed all the above-mentioned information, the calculator will estimate the amount that you will receive after your investment tenure, along with the net profit that you will earn.

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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Jai Prakash, posted on 23 Jan 22 11:07 AM

Nice information

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