+91-22-48913909Best Mutual Funds for SIP 2026
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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Top Mutual Funds for SIP Investment FY 26 - 27
Fund Selection Methodology used to find 5 funds
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.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) DSP World Gold Fund Growth ₹59.0879
↑ 2.80 ₹1,665 500 0.5 -3.7 39.2 55.3 26.9 167.1 SBI PSU Fund Growth ₹33.9612
↑ 0.38 ₹6,354 500 -2 -5.2 1.1 19.6 20 11.3 SBI Healthcare Opportunities Fund Growth ₹538.372
↑ 14.07 ₹5,870 500 3.8 17.7 24.8 24.2 19.1 -3.5 DSP India T.I.G.E.R Fund Growth ₹348.861
↑ 1.49 ₹6,265 500 -4.4 -1.2 10.8 18.9 18.4 -2.5 LIC MF Infrastructure Fund Growth ₹53.9312
↑ 0.73 ₹1,153 1,000 -2.8 1.1 7.8 20.8 18.2 -3.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Nov 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP World Gold Fund SBI PSU Fund SBI Healthcare Opportunities Fund DSP India T.I.G.E.R Fund LIC MF Infrastructure Fund Point 1 Bottom quartile AUM (₹1,665 Cr). Highest AUM (₹6,354 Cr). Lower mid AUM (₹5,870 Cr). Upper mid AUM (₹6,265 Cr). Bottom quartile AUM (₹1,153 Cr). Point 2 Established history (19+ yrs). Established history (16+ yrs). Established history (21+ yrs). Oldest track record among peers (22 yrs). Established history (18+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 2★ (lower mid). Rating: 2★ (bottom quartile). Top rated. Not Rated. Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 26.91% (top quartile). 5Y return: 19.97% (upper mid). 5Y return: 19.12% (lower mid). 5Y return: 18.42% (bottom quartile). 5Y return: 18.22% (bottom quartile). Point 6 3Y return: 55.34% (top quartile). 3Y return: 19.61% (bottom quartile). 3Y return: 24.20% (upper mid). 3Y return: 18.89% (bottom quartile). 3Y return: 20.75% (lower mid). Point 7 1Y return: 39.21% (top quartile). 1Y return: 1.12% (bottom quartile). 1Y return: 24.77% (upper mid). 1Y return: 10.76% (lower mid). 1Y return: 7.78% (bottom quartile). Point 8 Alpha: 4.06 (upper mid). Alpha: -0.21 (bottom quartile). Alpha: 3.63 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 12.01 (top quartile). Point 9 Sharpe: 0.67 (upper mid). Sharpe: -0.14 (bottom quartile). Sharpe: 0.95 (top quartile). Sharpe: 0.38 (lower mid). Sharpe: 0.27 (bottom quartile). Point 10 Information ratio: -0.80 (bottom quartile). Information ratio: -0.42 (bottom quartile). Information ratio: 0.10 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.62 (top quartile). DSP World Gold Fund
SBI PSU Fund
SBI Healthcare Opportunities Fund
DSP India T.I.G.E.R Fund
LIC MF Infrastructure Fund
Best Debt SIP Funds— To Earn Optimal Returns
Debt funds 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.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Sundaram Short Term Debt Fund Growth ₹36.3802
↑ 0.01 ₹362 250 0.8 11.4 12.8 5.3 4.52% 1Y 2M 13D 1Y 7M 3D Sundaram Low Duration Fund Growth ₹28.8391
↑ 0.01 ₹550 1,000 1 10.2 11.8 5 4.19% 5M 18D 8M 1D Aditya Birla Sun Life Credit Risk Fund Growth ₹25.587
↑ 0.03 ₹1,657 100 0.9 3.7 10.8 12.1 13.4 8.24% 1Y 7M 10D 2Y 2M 12D DSP Credit Risk Fund Growth ₹55.4979
↑ 0.05 ₹326 500 0.7 3.6 9.9 12.9 21 8.26% 2Y 1M 2D 2Y 3M 7D Aditya Birla Sun Life Medium Term Plan Growth ₹44.0051
↑ 0.06 ₹3,370 1,000 0.5 3.2 7.4 9.7 10.9 7.99% 2Y 5M 8D 4Y 25D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Short Term Debt Fund Sundaram Low Duration Fund Aditya Birla Sun Life Credit Risk Fund DSP Credit Risk Fund Aditya Birla Sun Life Medium Term Plan Point 1 Bottom quartile AUM (₹362 Cr). Lower mid AUM (₹550 Cr). Upper mid AUM (₹1,657 Cr). Bottom quartile AUM (₹326 Cr). Highest AUM (₹3,370 Cr). Point 2 Oldest track record among peers (24 yrs). Established history (19+ yrs). Established history (11+ yrs). Established history (23+ yrs). Established history (17+ yrs). Point 3 Rating: 2★ (lower mid). Rating: 2★ (bottom quartile). Not Rated. Top rated. Rating: 4★ (upper mid). Point 4 Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 12.83% (top quartile). 1Y return: 11.79% (upper mid). 1Y return: 10.77% (lower mid). 1Y return: 9.88% (bottom quartile). 1Y return: 7.41% (bottom quartile). Point 6 1M return: 0.20% (bottom quartile). 1M return: 0.28% (bottom quartile). 1M return: 0.50% (upper mid). 1M return: 0.42% (lower mid). 1M return: 0.59% (top quartile). Point 7 Sharpe: 0.98 (lower mid). Sharpe: 0.99 (upper mid). Sharpe: 1.61 (top quartile). Sharpe: 0.75 (bottom quartile). Sharpe: 0.92 (bottom quartile). Point 8 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 1.23 (top quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 4.52% (bottom quartile). Yield to maturity (debt): 4.19% (bottom quartile). Yield to maturity (debt): 8.24% (upper mid). Yield to maturity (debt): 8.26% (top quartile). Yield to maturity (debt): 7.99% (lower mid). Point 10 Modified duration: 1.20 yrs (upper mid). Modified duration: 0.47 yrs (top quartile). Modified duration: 1.61 yrs (lower mid). Modified duration: 2.09 yrs (bottom quartile). Modified duration: 2.44 yrs (bottom quartile). Sundaram Short Term Debt Fund
Sundaram Low Duration Fund
Aditya Birla Sun Life Credit Risk Fund
DSP Credit Risk Fund
Aditya Birla Sun Life Medium Term Plan
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.
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 100 0.5 10.5 27.1 16 14.2 Bandhan Hybrid Equity Fund Growth ₹28.726
↑ 0.12 ₹2,663 100 1.1 6.5 7.6 14.5 10.4 7.7 IDBI Hybrid Equity Fund Growth ₹17.1253
↓ -0.01 ₹179 500 7.8 9.8 12.1 14.4 7.1 Baroda Pioneer Hybrid Equity Fund Growth ₹81.2894
↑ 0.36 ₹389 500 -3.5 -0.8 14.8 14.3 11.2 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹42.04
↑ 0.29 ₹2,196 1,000 -1 2.5 10.5 13.8 12.4 -0.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Equity Hybrid Fund Bandhan Hybrid Equity Fund IDBI Hybrid Equity Fund Baroda Pioneer Hybrid Equity Fund BOI AXA Mid and Small Cap Equity and Debt Fund Point 1 Lower mid AUM (₹1,954 Cr). Highest AUM (₹2,663 Cr). Bottom quartile AUM (₹179 Cr). Bottom quartile AUM (₹389 Cr). Upper mid AUM (₹2,196 Cr). Point 2 Oldest track record among peers (26 yrs). Established history (9+ yrs). Established history (10+ yrs). Established history (23+ yrs). Established history (10+ yrs). Point 3 Rating: 2★ (upper mid). Not Rated. Not Rated. Top rated. Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 14.20% (top quartile). 5Y return: 10.38% (bottom quartile). 5Y return: 7.09% (bottom quartile). 5Y return: 11.17% (lower mid). 5Y return: 12.42% (upper mid). Point 6 3Y return: 16.03% (top quartile). 3Y return: 14.47% (upper mid). 3Y return: 14.43% (lower mid). 3Y return: 14.26% (bottom quartile). 3Y return: 13.83% (bottom quartile). Point 7 1Y return: 27.10% (top quartile). 1Y return: 7.55% (bottom quartile). 1Y return: 12.06% (lower mid). 1Y return: 14.82% (upper mid). 1Y return: 10.46% (bottom quartile). Point 8 1M return: 1.80% (lower mid). 1M return: 6.44% (top quartile). 1M return: 2.10% (upper mid). 1M return: -2.79% (bottom quartile). 1M return: -1.18% (bottom quartile). Point 9 Alpha: 5.81 (lower mid). Alpha: 6.68 (top quartile). Alpha: -0.26 (bottom quartile). Alpha: 6.53 (upper mid). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 2.64 (top quartile). Sharpe: 0.01 (bottom quartile). Sharpe: 1.03 (lower mid). Sharpe: 2.59 (upper mid). Sharpe: 0.54 (bottom quartile). Sundaram Equity Hybrid Fund
Bandhan Hybrid Equity Fund
IDBI Hybrid Equity Fund
Baroda Pioneer Hybrid Equity Fund
BOI AXA Mid and Small Cap Equity and Debt Fund
"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized." Research Highlights for DSP World Gold Fund Below is the key information for DSP World Gold Fund Returns up to 1 year are on The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in the units of BlackRock Global Funds – World Mining Fund. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may
constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time. Research Highlights for DSP World Mining Fund Below is the key information for DSP World Mining Fund Returns up to 1 year are on The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of BGF – USFEF. The Scheme may, at the discretion of the Investment Manager also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized. It shall be noted ‘similar overseas mutual fund schemes’ shall have investment objective, investment strategy and risk profile/consideration similar to those of BGF – USFEF. Research Highlights for DSP US Flexible Equity Fund Below is the key information for DSP US Flexible Equity Fund Returns up to 1 year are on (Erstwhile SBI Pharma Fund) To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. Research Highlights for SBI Healthcare Opportunities Fund Below is the key information for SBI Healthcare Opportunities Fund Returns up to 1 year are on The primary investment objective of the Scheme is to seek to provide long term capital growth by investing predominantly in the JPMorgan Funds - Emerging Markets Opportunities Fund, an equity fund which invests primarily in an aggressively managed portfolio of emerging market companies Research Highlights for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund Below is the key information for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund Returns up to 1 year are on 1. DSP World Gold Fund
DSP World Gold Fund
Growth Launch Date 14 Sep 07 NAV (09 Nov 26) ₹59.0879 ↑ 2.80 (4.98 %) Net Assets (Cr) ₹1,665 on 30 Sep 26 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.41 Sharpe Ratio 0.67 Information Ratio -0.8 Alpha Ratio 4.06 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 21 ₹10,000 31 Oct 22 ₹7,688 31 Oct 23 ₹9,083 31 Oct 24 ₹12,987 31 Oct 25 ₹24,285 31 Oct 26 ₹29,194 Returns for DSP World Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Nov 26 Duration Returns 1 Month -0.2% 3 Month 0.5% 6 Month -3.7% 1 Year 39.2% 3 Year 55.3% 5 Year 26.9% 10 Year 15 Year Since launch 9.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 167.1% 2024 15.9% 2023 7% 2022 -7.7% 2021 -9% 2020 31.4% 2019 35.1% 2018 -10.7% 2017 -4% 2016 52.7% Fund Manager information for DSP World Gold Fund
Name Since Tenure Kaivalya Nadkarni 1 May 25 1.42 Yr. Data below for DSP World Gold Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Basic Materials 94.33% Asset Allocation
Asset Class Value Cash 3.43% Equity 94.62% Debt 0.01% Other 1.94% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Gold I2
Investment Fund | -68% ₹1,133 Cr 958,135 VanEck Gold Miners ETF
- | GDX29% ₹483 Cr 573,719 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -3% ₹50 Cr Net Receivables/Payables
Net Current Assets | -0% -₹1 Cr 2. DSP World Mining Fund
DSP World Mining Fund
Growth Launch Date 29 Dec 09 NAV (09 Nov 26) ₹30.7004 ↑ 1.11 (3.75 %) Net Assets (Cr) ₹176 on 30 Sep 26 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.14 Sharpe Ratio 1.05 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 21 ₹10,000 31 Oct 22 ₹9,981 31 Oct 23 ₹10,267 31 Oct 24 ₹12,008 31 Oct 25 ₹16,345 31 Oct 26 ₹21,095 Returns for DSP World Mining Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Nov 26 Duration Returns 1 Month -6.6% 3 Month -8.6% 6 Month -8.4% 1 Year 37.3% 3 Year 28.6% 5 Year 17.7% 10 Year 15 Year Since launch 6.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 79% 2024 -8.1% 2023 0% 2022 12.2% 2021 18% 2020 34.9% 2019 21.5% 2018 -9.4% 2017 21.1% 2016 49.7% Fund Manager information for DSP World Mining Fund
Name Since Tenure Kaivalya Nadkarni 1 May 25 1.42 Yr. Data below for DSP World Mining Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Basic Materials 95.46% Energy 0.85% Asset Allocation
Asset Class Value Cash 3.68% Equity 96.32% Debt 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Mining I2
Investment Fund | -97% ₹171 Cr 139,088 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -3% ₹5 Cr Net Receivables/Payables
Net Current Assets | -0% ₹0 Cr 3. DSP US Flexible Equity Fund
DSP US Flexible Equity Fund
Growth Launch Date 3 Aug 12 NAV (09 Nov 26) ₹88.9425 ↑ 1.44 (1.64 %) Net Assets (Cr) ₹1,280 on 30 Sep 26 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆☆ Risk High Expense Ratio 1.55 Sharpe Ratio 1.2 Information Ratio -0.08 Alpha Ratio -4.45 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 21 ₹10,000 31 Oct 22 ₹9,621 31 Oct 23 ₹10,379 31 Oct 24 ₹13,099 31 Oct 25 ₹17,978 31 Oct 26 ₹21,817 Returns for DSP US Flexible Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Nov 26 Duration Returns 1 Month -6.7% 3 Month -5.5% 6 Month -4% 1 Year 22% 3 Year 25.7% 5 Year 16.3% 10 Year 15 Year Since launch 16.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 33.8% 2024 17.8% 2023 22% 2022 -5.9% 2021 24.2% 2020 22.6% 2019 27.5% 2018 -1.1% 2017 15.5% 2016 9.8% Fund Manager information for DSP US Flexible Equity Fund
Name Since Tenure Kaivalya Nadkarni 1 May 25 1.42 Yr. Data below for DSP US Flexible Equity Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Technology 33.48% Industrials 12.59% Financial Services 10.09% Health Care 9.37% Consumer Cyclical 9.32% Communication Services 8.3% Basic Materials 3.86% Consumer Defensive 3.49% Energy 3.25% Utility 1.26% Asset Allocation
Asset Class Value Cash 4.96% Equity 95.03% Debt 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF US Flexible Equity I2
Investment Fund | -96% ₹1,233 Cr 1,784,131 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -4% ₹48 Cr Net Receivables/Payables
Net Current Assets | -0% -₹1 Cr 4. SBI Healthcare Opportunities Fund
SBI Healthcare Opportunities Fund
Growth Launch Date 31 Dec 04 NAV (09 Nov 26) ₹538.372 ↑ 14.07 (2.68 %) Net Assets (Cr) ₹5,870 on 30 Sep 26 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 1.93 Sharpe Ratio 0.95 Information Ratio 0.1 Alpha Ratio 3.63 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-15 Days (0.5%),15 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 21 ₹10,000 31 Oct 22 ₹10,166 31 Oct 23 ₹12,129 31 Oct 24 ₹19,105 31 Oct 25 ₹19,589 31 Oct 26 ₹22,856 Returns for SBI Healthcare Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Nov 26 Duration Returns 1 Month 8.8% 3 Month 3.8% 6 Month 17.7% 1 Year 24.8% 3 Year 24.2% 5 Year 19.1% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 -3.5% 2024 42.2% 2023 38.2% 2022 -6% 2021 20.1% 2020 65.8% 2019 -0.5% 2018 -9.9% 2017 2.1% 2016 -14% Fund Manager information for SBI Healthcare Opportunities Fund
Name Since Tenure Tanmaya Desai 1 Jun 11 15.35 Yr. Data below for SBI Healthcare Opportunities Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Health Care 88.34% Basic Materials 7.2% Asset Allocation
Asset Class Value Cash 4.47% Equity 95.53% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 17 | SUNPHARMA11% ₹654 Cr 3,600,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB8% ₹465 Cr 500,000 Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 30 Jun 24 | 5433495% ₹295 Cr 900,000 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jan 26 | APOLLOHOSP4% ₹261 Cr 320,000 Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 21 | TORNTPHARM4% ₹259 Cr 540,000 Cipla Ltd (Healthcare)
Equity, Since 31 May 26 | 5000874% ₹258 Cr 1,920,000 Laurus Labs Ltd (Healthcare)
Equity, Since 31 Aug 23 | 5402224% ₹238 Cr 1,200,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 21 | MAXHEALTH4% ₹223 Cr 2,400,000 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Mar 26 | AUROPHARMA3% ₹201 Cr 1,200,000
↓ -118,192 Aster DM Quality Care Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | ASTERDM3% ₹188 Cr 2,700,000 5. Edelweiss Emerging Markets Opportunities Equity Off-shore Fund
Edelweiss Emerging Markets Opportunities Equity Off-shore Fund
Growth Launch Date 7 Jul 14 NAV (09 Nov 26) ₹25.1872 ↑ 0.42 (1.68 %) Net Assets (Cr) ₹270 on 30 Sep 26 Category Equity - Global AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.44 Sharpe Ratio 1.42 Information Ratio -0.4 Alpha Ratio 2.42 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.
Date Value 31 Oct 21 ₹10,000 31 Oct 22 ₹6,892 31 Oct 23 ₹7,511 31 Oct 24 ₹8,824 31 Oct 25 ₹12,129 31 Oct 26 ₹15,109 Returns for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Nov 26 Duration Returns 1 Month -12.3% 3 Month -8.4% 6 Month -10.7% 1 Year 22.6% 3 Year 23.5% 5 Year 8.3% 10 Year 15 Year Since launch 7.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 41.1% 2024 5.9% 2023 5.5% 2022 -16.8% 2021 -5.9% 2020 21.7% 2019 25.1% 2018 -7.2% 2017 30% 2016 9.8% Fund Manager information for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund
Name Since Tenure Bhavesh Jain 9 Apr 18 8.48 Yr. Bharat Lahoti 1 Oct 21 5 Yr. Data below for Edelweiss Emerging Markets Opportunities Equity Off-shore Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Technology 39.5% Financial Services 23.45% Consumer Cyclical 9.52% Communication Services 6.09% Industrials 4.84% Basic Materials 3.53% Energy 3.02% Consumer Defensive 2.58% Utility 1.81% Health Care 0.85% Asset Allocation
Asset Class Value Cash 3.91% Equity 96.09% Debt 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity JPM Emerging Mkts Opps I acc USD
Investment Fund | -98% ₹264 Cr 114,732 Clearing Corporation Of India Ltd.
CBLO/Reverse Repo | -3% ₹8 Cr Net Receivables/(Payables)
CBLO | -0% -₹1 Cr Accrued Interest
CBLO | -0% ₹0 Cr
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.
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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Nice information