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Best Mutual Funds for SIP 2022 | Best Performing SIP Online

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Best Mutual Funds for SIP 2022

Updated on June 23, 2022 , 8992 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 22 - 23

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 (%)2021 (%)
ICICI Prudential Technology Fund Growth ₹128.04
↓ -0.16
₹8,772 100 -21.4-24.40.429.526.275.7
TATA Digital India Fund Growth ₹30.1231
↓ -0.11
₹5,512 150 -21.4-24.30.625.326.174.4
Aditya Birla Sun Life Digital India Fund Growth ₹109.54
↓ -0.23
₹3,028 100 -20.8-24.1-2.727.325.370.5
SBI Technology Opportunities Fund Growth ₹127.626
↑ 0.25
₹2,416 500 -17.4-20.92.324.523.766.4
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 24 Jun 22

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 (%)2021 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
UTI Credit Risk Fund Growth ₹13.8125
↑ 0.01
₹509 500 -0.20.719.7-5.421.56.55%1Y 8M 8D2Y 4M 6D
UTI Dynamic Bond Fund Growth ₹25.0694
↓ 0.00
₹354 500 7.67.218.28.910.84.26%9M 25D2Y 3M 4D
UTI Bond Fund Growth ₹58.828
↓ -0.04
₹296 500 6.56.115.45.99.45.98%4Y 1M 17D7Y 6M 7D
Nippon India Strategic Debt Fund Growth ₹12.4455
↑ 0.00
₹203 100 -1.2-0.515.1-3.917.45.94%1Y 11M 23D2Y 4M 6D
Sundaram Short Term Debt Fund Growth ₹36.3802
↑ 0.01
₹362 250 0.811.412.85.3 4.52%1Y 2M 13D1Y 7M 3D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jun 22

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 (%)2021 (%)
BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹20.1
↑ 0.26
₹337 1,000 -10.3-14.40.118.21154.5
Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78
₹1,954 100 0.510.527.11614.2
ICICI Prudential Equity and Debt Fund Growth ₹211.01
↑ 1.47
₹19,096 100 -6.1-0.513.415.912.441.7
ICICI Prudential Multi-Asset Fund Growth ₹414.649
↑ 2.59
₹13,279 100 -42.814.515.312.234.7
Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36
₹389 500 -3.5-0.814.814.311.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jun 22

1. 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 12.1% since its launch.  Ranked 37 in Sectoral category.  Return for 2021 was 75.7% , 2020 was 70.6% and 2019 was 2.3% .

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (24 Jun 22) ₹128.04 ↓ -0.16   (-0.12 %)
Net Assets (Cr) ₹8,772 on 31 May 22
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.53
Sharpe Ratio 0.56
Information Ratio 1.04
Alpha Ratio 3.08
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 17₹10,000
31 May 18₹13,503
31 May 19₹14,581
31 May 20₹12,859
31 May 21₹29,277
31 May 22₹33,945

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 24 Jun 22

DurationReturns
1 Month -2.4%
3 Month -21.4%
6 Month -24.4%
1 Year 0.4%
3 Year 29.5%
5 Year 26.2%
10 Year
15 Year
Since launch 12.1%
Historical performance (Yearly) on absolute basis
YearReturns
2021 75.7%
2020 70.6%
2019 2.3%
2018 19.1%
2017 19.8%
2016 -4%
2015 3.9%
2014 26.3%
2013 62.6%
2012 17.1%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Priyanka Khandelwal8 Jul 201.9 Yr.
Vaibhav Dusad2 May 202.08 Yr.

Data below for ICICI Prudential Technology Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Technology81.62%
Communication Services11.35%
Industrials1.69%
Consumer Cyclical0.32%
Consumer Defensive0%
Asset Allocation
Asset ClassValue
Cash5%
Equity94.98%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
31%₹2,663 Cr16,989,470
↑ 1,638,799
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
9%₹801 Cr7,419,738
↑ 239,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | TECHM
9%₹760 Cr6,039,772
↑ 876,228
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | WIPRO
9%₹748 Cr14,707,984
↑ 470,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
6%₹548 Cr7,409,528
↑ 204,338
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
6%₹473 Cr1,334,145
↑ 391,722
Mphasis Ltd (Technology)
Equity, Since 30 Jun 20 | MPHASIS
3%₹221 Cr777,415
↑ 250,120
MindTree Ltd (Technology)
Equity, Since 30 Jun 20 | MINDTREE
2%₹155 Cr436,971
↑ 148,597
Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT
2%₹128 Cr295,270
↑ 77,202
Coforge Ltd (Technology)
Equity, Since 31 Jul 20 | COFORGE
1%₹113 Cr269,530
↑ 79,000

2. PGIM India Midcap Opportunities Fund

The primary objective of the Scheme is to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies. However, there is no assurance that the investment objective of the Scheme will be realized.

PGIM India Midcap Opportunities Fund is a Equity - Mid Cap fund was launched on 2 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 16.9% since its launch.  Ranked 40 in Mid Cap category.  Return for 2021 was 63.8% , 2020 was 48.4% and 2019 was 3.6% .

Below is the key information for PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund
Growth
Launch Date 2 Dec 13
NAV (24 Jun 22) ₹38.16 ↑ 0.44   (1.17 %)
Net Assets (Cr) ₹5,119 on 31 May 22
Category Equity - Mid Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 2.53
Sharpe Ratio 0.76
Information Ratio 1.35
Alpha Ratio 4.66
Min Investment 5,000
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
31 May 17₹10,000
31 May 18₹10,678
31 May 19₹9,861
31 May 20₹8,889
31 May 21₹18,584
31 May 22₹21,357

PGIM India Midcap 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 ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for PGIM India Midcap 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 24 Jun 22

DurationReturns
1 Month -1.8%
3 Month -8.7%
6 Month -11%
1 Year 5.6%
3 Year 29.1%
5 Year 15.2%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
2021 63.8%
2020 48.4%
2019 3.6%
2018 -16.1%
2017 37%
2016 -1.3%
2015 7.9%
2014 42.8%
2013
2012
Fund Manager information for PGIM India Midcap Opportunities Fund
NameSinceTenure
Aniruddha Naha1 Jun 211 Yr.
Vivek Sharma1 Jun 211 Yr.
Kunal Jain1 Dec 210.5 Yr.

Data below for PGIM India Midcap Opportunities Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Industrials22.3%
Basic Materials19.5%
Financial Services15.89%
Consumer Cyclical10.97%
Technology10.34%
Health Care7.63%
Consumer Defensive5.39%
Utility2.21%
Real Estate1.91%
Communication Services1.68%
Asset Allocation
Asset ClassValue
Cash2.17%
Equity97.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 21 | PERSISTENT
4%₹210 Cr486,573
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 22 | HDFCBANK
4%₹187 Cr1,350,000
↑ 225,000
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | TVSMOTOR
4%₹180 Cr2,750,000
↑ 250,000
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
4%₹178 Cr18,516,000
↑ 1,500,000
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 31 Jul 21 | DALBHARAT
3%₹175 Cr1,150,154
↑ 50,000
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | CUMMINSIND
3%₹167 Cr1,622,298
ABB India Ltd (Industrials)
Equity, Since 30 Sep 21 | ABB
3%₹163 Cr777,973
Ashok Leyland Ltd (Industrials)
Equity, Since 30 Apr 20 | ASHOKLEY
3%₹159 Cr12,500,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | VBL
3%₹153 Cr1,414,293
Timken India Ltd (Industrials)
Equity, Since 30 Sep 21 | TIMKEN
3%₹144 Cr724,231
↑ 25,000

3. 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 16.7% since its launch.  Ranked 23 in Small Cap category.  Return for 2021 was 70.9% , 2020 was 34.2% and 2019 was 5% .

Below is the key information for Kotak Small Cap Fund

Kotak Small Cap Fund
Growth
Launch Date 24 Feb 05
NAV (24 Jun 22) ₹145.656 ↑ 1.35   (0.93 %)
Net Assets (Cr) ₹7,192 on 31 May 22
Category Equity - Small Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.83
Information Ratio 1.39
Alpha Ratio 6.87
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 17₹10,000
31 May 18₹10,839
31 May 19₹10,011
31 May 20₹7,847
31 May 21₹18,478
31 May 22₹21,258

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 ₹447,579.
Net Profit of ₹147,579
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 24 Jun 22

DurationReturns
1 Month -3.8%
3 Month -9.1%
6 Month -10.8%
1 Year 5%
3 Year 27.6%
5 Year 15%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
2021 70.9%
2020 34.2%
2019 5%
2018 -17.3%
2017 44%
2016 8.9%
2015 7.4%
2014 74%
2013 -4.9%
2012 50.2%
Fund Manager information for Kotak Small Cap Fund
NameSinceTenure
Pankaj Tibrewal21 Jan 1012.37 Yr.
Arjun Khanna30 Apr 220.09 Yr.

Data below for Kotak Small Cap Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Industrials30.73%
Consumer Cyclical30.47%
Basic Materials18.61%
Financial Services4.61%
Technology4.05%
Health Care3.37%
Real Estate1.36%
Consumer Defensive1.26%
Energy0.54%
Asset Allocation
Asset ClassValue
Cash4.59%
Equity95.41%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Century Plyboards (India) Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | CENTURYPLY
5%₹383 Cr6,029,612
↑ 121,778
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | SFL
5%₹339 Cr963,274
↓ -1,849
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | CARBORUNIV
4%₹287 Cr3,748,104
↑ 204,977
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 18 | AMBER
3%₹251 Cr676,952
↑ 24,008
Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | GALAXYSURF
3%₹234 Cr802,595
↑ 10,000
Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO
3%₹225 Cr1,978,982
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI
3%₹213 Cr904,561
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹205 Cr474,169
Supreme Industries Ltd (Industrials)
Equity, Since 31 May 14 | SUPREMEIND
3%₹193 Cr990,770
Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT
3%₹185 Cr2,090,218

4. Aditya Birla Sun Life Digital India Fund

(Erstwhile Aditya Birla Sun Life New Millennium Fund)

A multi-sector open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity, focusing on investing in technology and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other technology enabled companies. The secondary objective is income generation and distribution of dividend.

Aditya Birla Sun Life Digital India Fund is a Equity - Sectoral fund was launched on 15 Jan 00. It is a fund with High risk and has given a CAGR/Annualized return of 11.3% since its launch.  Ranked 33 in Sectoral category.  Return for 2021 was 70.5% , 2020 was 59% and 2019 was 9.6% .

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 (24 Jun 22) ₹109.54 ↓ -0.23   (-0.21 %)
Net Assets (Cr) ₹3,028 on 31 May 22
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.56
Sharpe Ratio 0.38
Information Ratio 0.96
Alpha Ratio -1.63
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
31 May 17₹10,000
31 May 18₹14,093
31 May 19₹14,863
31 May 20₹13,951
31 May 21₹29,633
31 May 22₹32,722

Aditya Birla Sun Life 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 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. as on 24 Jun 22

DurationReturns
1 Month -2.2%
3 Month -20.8%
6 Month -24.1%
1 Year -2.7%
3 Year 27.3%
5 Year 25.3%
10 Year
15 Year
Since launch 11.3%
Historical performance (Yearly) on absolute basis
YearReturns
2021 70.5%
2020 59%
2019 9.6%
2018 15.6%
2017 22.4%
2016 -3.5%
2015 11.2%
2014 21.1%
2013 50.2%
2012 3.7%
Fund Manager information for Aditya Birla Sun Life Digital India Fund
NameSinceTenure
Kunal Sangoi15 Jan 148.38 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Technology77.07%
Communication Services9.84%
Industrials7.11%
Consumer Cyclical1.69%
Asset Allocation
Asset ClassValue
Cash4.29%
Equity95.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
22%₹685 Cr4,371,816
↑ 650,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
10%₹310 Cr875,450
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH
8%₹261 Cr2,421,227
↓ -202,704
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | TECHM
7%₹229 Cr1,814,943
↑ 200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
6%₹189 Cr2,551,670
↑ 100,000
Wipro Ltd (Technology)
Equity, Since 31 Jan 21 | WIPRO
5%₹166 Cr3,261,888
↓ -200,000
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
3%₹108 Cr1,221,725
↑ 33,062
MindTree Ltd (Technology)
Equity, Since 30 Nov 20 | MINDTREE
2%₹79 Cr221,745
↑ 86,745
Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE
2%₹78 Cr185,774
↑ 20,000
Mphasis Ltd (Technology)
Equity, Since 29 Feb 20 | MPHASIS
2%₹76 Cr265,923

5. 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 18.9% since its launch.  Ranked 6 in Small Cap category.  Return for 2021 was 74.3% , 2020 was 29.2% and 2019 was -2.5% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (24 Jun 22) ₹76.5735 ↑ 1.28   (1.71 %)
Net Assets (Cr) ₹18,675 on 31 May 22
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio 0.91
Information Ratio 1.34
Alpha Ratio 9.67
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 17₹10,000
31 May 18₹12,023
31 May 19₹11,240
31 May 20₹8,379
31 May 21₹18,461
31 May 22₹22,068

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 ₹447,579.
Net Profit of ₹147,579
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 24 Jun 22

DurationReturns
1 Month -1.9%
3 Month -8.7%
6 Month -8.8%
1 Year 8.8%
3 Year 25.4%
5 Year 15.5%
10 Year
15 Year
Since launch 18.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 41.9%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 175.41 Yr.
Kinjal Desai25 May 184.02 Yr.

Data below for Nippon India Small Cap Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Industrials20.63%
Basic Materials17.23%
Consumer Cyclical15.73%
Financial Services12.81%
Consumer Defensive11.44%
Technology9.77%
Health Care4.85%
Communication Services3.13%
Real Estate0.57%
Utility0.07%
Asset Allocation
Asset ClassValue
Cash2.66%
Equity97.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | TIINDIA
3%₹615 Cr3,296,395
NIIT Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | NIITLTD
3%₹582 Cr10,139,961
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 19 | CREDITACC
2%₹450 Cr4,343,685
↑ 51,366
KPIT Technologies Ltd (Technology)
Equity, Since 30 Jun 19 | KPITTECH
2%₹443 Cr8,004,004
Poonawalla Fincorp Ltd (Financial Services)
Equity, Since 28 Feb 18 | POONAWALLA
2%₹432 Cr14,087,931
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 16 | DEEPAKNTR
2%₹418 Cr1,797,743
↓ -284,449
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | NAVINFLUOR
2%₹388 Cr986,721
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | BALRAMCHIN
2%₹385 Cr8,691,212
↓ -808,788
Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | BAJAJELEC
2%₹336 Cr3,062,071
Orient Electric Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 May 18 | ORIENTELEC
2%₹320 Cr9,706,033

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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