+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 (%) 2024 (%) SBI PSU Fund Growth ₹36.365
↓ -0.15 ₹5,891 500 3.5 7.9 16.9 31.4 27.5 11.3 ICICI Prudential Infrastructure Fund Growth ₹201.68
↓ -0.30 ₹7,554 100 5.4 -0.5 11.3 24.3 26.7 6.7 Nippon India Power and Infra Fund Growth ₹381.348
↓ -1.01 ₹6,534 100 14.3 5.9 16.2 27.3 25.9 -0.5 DSP India T.I.G.E.R Fund Growth ₹346.784
↑ 0.98 ₹4,979 500 12.8 8.1 19.8 27.6 25.6 -2.5 Invesco India PSU Equity Fund Growth ₹68.34
↓ -0.38 ₹1,335 500 -1 2.9 12.9 29 25.4 10.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI PSU Fund ICICI Prudential Infrastructure Fund Nippon India Power and Infra Fund DSP India T.I.G.E.R Fund Invesco India PSU Equity Fund Point 1 Lower mid AUM (₹5,891 Cr). Highest AUM (₹7,554 Cr). Upper mid AUM (₹6,534 Cr). Bottom quartile AUM (₹4,979 Cr). Bottom quartile AUM (₹1,335 Cr). Point 2 Established history (15+ yrs). Established history (20+ yrs). Oldest track record among peers (21 yrs). Established history (21+ yrs). Established history (16+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Top rated. Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 27.48% (top quartile). 5Y return: 26.73% (upper mid). 5Y return: 25.87% (lower mid). 5Y return: 25.56% (bottom quartile). 5Y return: 25.42% (bottom quartile). Point 6 3Y return: 31.44% (top quartile). 3Y return: 24.27% (bottom quartile). 3Y return: 27.35% (bottom quartile). 3Y return: 27.58% (lower mid). 3Y return: 28.97% (upper mid). Point 7 1Y return: 16.91% (upper mid). 1Y return: 11.28% (bottom quartile). 1Y return: 16.21% (lower mid). 1Y return: 19.80% (top quartile). 1Y return: 12.87% (bottom quartile). Point 8 Alpha: -1.15 (bottom quartile). Alpha: 0.00 (top quartile). Alpha: -0.88 (lower mid). Alpha: 0.00 (upper mid). Alpha: -6.00 (bottom quartile). Point 9 Sharpe: 0.27 (top quartile). Sharpe: -0.38 (bottom quartile). Sharpe: -0.19 (bottom quartile). Sharpe: -0.01 (lower mid). Sharpe: 0.01 (upper mid). Point 10 Information ratio: -0.31 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.38 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: -0.79 (bottom quartile). SBI PSU Fund
ICICI Prudential Infrastructure Fund
Nippon India Power and Infra Fund
DSP India T.I.G.E.R Fund
Invesco India PSU Equity 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 (%) 2024 (%) 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 Aditya Birla Sun Life Credit Risk Fund Growth ₹24.613
↓ -0.01 ₹1,178 100 2.1 6.7 12 11.9 13.4 8.59% 2Y 14D 2Y 8M 19D Sundaram Low Duration Fund Growth ₹28.8391
↑ 0.01 ₹550 1,000 1 10.2 11.8 5 4.19% 5M 18D 8M 1D DSP Credit Risk Fund Growth ₹53.858
↓ -0.04 ₹223 500 5.9 6.8 10.4 15.9 21 8.23% 2Y 29D 2Y 9M 22D Aditya Birla Sun Life Medium Term Plan Growth ₹42.5405
↓ -0.04 ₹3,078 1,000 1.5 4 8.1 9.6 10.9 8.4% 2Y 10M 10D 3Y 9M 29D 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 Aditya Birla Sun Life Credit Risk Fund Sundaram Low Duration Fund DSP Credit Risk Fund Aditya Birla Sun Life Medium Term Plan Point 1 Bottom quartile AUM (₹362 Cr). Upper mid AUM (₹1,178 Cr). Lower mid AUM (₹550 Cr). Bottom quartile AUM (₹223 Cr). Highest AUM (₹3,078 Cr). Point 2 Oldest track record among peers (23 yrs). Established history (11+ yrs). Established history (19+ yrs). Established history (22+ yrs). Established history (17+ yrs). Point 3 Rating: 2★ (lower mid). Not Rated. Rating: 2★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Point 4 Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 12.83% (top quartile). 1Y return: 12.01% (upper mid). 1Y return: 11.79% (lower mid). 1Y return: 10.40% (bottom quartile). 1Y return: 8.06% (bottom quartile). Point 6 1M return: 0.20% (bottom quartile). 1M return: 1.39% (upper mid). 1M return: 0.28% (bottom quartile). 1M return: 6.33% (top quartile). 1M return: 1.04% (lower mid). Point 7 Sharpe: 0.98 (bottom quartile). Sharpe: 2.01 (top quartile). Sharpe: 0.99 (lower mid). Sharpe: -0.56 (bottom quartile). Sharpe: 1.39 (upper mid). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). 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): 8.59% (top quartile). Yield to maturity (debt): 4.19% (bottom quartile). Yield to maturity (debt): 8.23% (lower mid). Yield to maturity (debt): 8.40% (upper mid). Point 10 Modified duration: 1.20 yrs (upper mid). Modified duration: 2.04 yrs (lower mid). Modified duration: 0.47 yrs (top quartile). Modified duration: 2.08 yrs (bottom quartile). Modified duration: 2.86 yrs (bottom quartile). Sundaram Short Term Debt Fund
Aditya Birla Sun Life Credit Risk Fund
Sundaram Low Duration 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 (%) 2024 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹40.49
↑ 0.06 ₹1,282 1,000 7.3 5.2 13.7 20.3 17.5 -0.9 ICICI Prudential Equity and Debt Fund Growth ₹402.2
↑ 1.43 ₹46,700 100 -0.3 -2.2 5.8 17.9 18.3 13.3 SBI Multi Asset Allocation Fund Growth ₹66.0018
↑ 0.09 ₹16,150 500 -3 4.7 16.2 17.8 14.6 18.6 ICICI Prudential Multi-Asset Fund Growth ₹801.208
↓ -4.65 ₹77,658 100 -2.2 0.3 9 17.8 18.9 18.6 UTI Multi Asset Fund Growth ₹77.4396
↑ 0.23 ₹6,379 500 -4.4 -0.4 7.3 17.8 14 11.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Mid and Small Cap Equity and Debt Fund ICICI Prudential Equity and Debt Fund SBI Multi Asset Allocation Fund ICICI Prudential Multi-Asset Fund UTI Multi Asset Fund Point 1 Bottom quartile AUM (₹1,282 Cr). Upper mid AUM (₹46,700 Cr). Lower mid AUM (₹16,150 Cr). Highest AUM (₹77,658 Cr). Bottom quartile AUM (₹6,379 Cr). Point 2 Established history (9+ yrs). Oldest track record among peers (26 yrs). Established history (20+ yrs). Established history (23+ yrs). Established history (17+ yrs). Point 3 Not Rated. Top rated. Rating: 4★ (upper mid). Rating: 2★ (lower mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 17.46% (lower mid). 5Y return: 18.33% (upper mid). 5Y return: 14.56% (bottom quartile). 5Y return: 18.88% (top quartile). 5Y return: 13.97% (bottom quartile). Point 6 3Y return: 20.33% (top quartile). 3Y return: 17.91% (upper mid). 3Y return: 17.81% (lower mid). 3Y return: 17.79% (bottom quartile). 3Y return: 17.75% (bottom quartile). Point 7 1Y return: 13.67% (upper mid). 1Y return: 5.77% (bottom quartile). 1Y return: 16.20% (top quartile). 1Y return: 9.05% (lower mid). 1Y return: 7.35% (bottom quartile). Point 8 1M return: 11.70% (top quartile). 1M return: 5.45% (lower mid). 1M return: 4.67% (bottom quartile). 1M return: 4.55% (bottom quartile). 1M return: 5.68% (upper mid). Point 9 Alpha: 0.00 (upper mid). Alpha: 2.02 (top quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: -0.22 (bottom quartile). Sharpe: -0.33 (bottom quartile). Sharpe: 0.73 (top quartile). Sharpe: -0.01 (upper mid). Sharpe: -0.15 (lower mid). BOI AXA Mid and Small Cap Equity and Debt Fund
ICICI Prudential Equity and Debt Fund
SBI Multi Asset Allocation Fund
ICICI Prudential Multi-Asset Fund
UTI Multi Asset 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 objective of the scheme would be to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs AND others. Research Highlights for SBI PSU Fund Below is the key information for SBI PSU Fund Returns up to 1 year are on The investment objective of the scheme is to provide long term growth from a portfolio of equity / equity related instruments of companies engaged either directly or indirectly in the infrastructure sector. Research Highlights for LIC MF Infrastructure Fund Below is the key information for LIC MF Infrastructure Fund Returns up to 1 year are on To generate capital appreciation by investing in Equity and Equity Related Instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. Research Highlights for Invesco India PSU Equity Fund Below is the key information for Invesco India PSU Equity Fund Returns up to 1 year are on To generate capital appreciation, from a portfolio that is substantially constituted of equity securities and equity related securities of corporates, which could benefit from structural changes brought about by continuing liberalization in economic policies by the government and/or continuing investments in infrastructure, both by the public and private sector. Research Highlights for DSP India T.I.G.E.R Fund Below is the key information for DSP India T.I.G.E.R Fund Returns up to 1 year are on 1. DSP World Gold Fund
DSP World Gold Fund
Growth Launch Date 14 Sep 07 NAV (28 Apr 26) ₹58.1724 ↓ -2.15 (-3.57 %) Net Assets (Cr) ₹1,769 on 31 Mar 26 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.41 Sharpe Ratio 2.16 Information Ratio -0.83 Alpha Ratio 1.04 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 Mar 21 ₹10,000 31 Mar 22 ₹11,138 31 Mar 23 ₹10,487 31 Mar 24 ₹10,232 31 Mar 25 ₹15,284 31 Mar 26 ₹33,879 Returns for DSP World Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 26 Duration Returns 1 Month 5.9% 3 Month -15.8% 6 Month 41.1% 1 Year 107.9% 3 Year 46.7% 5 Year 25.2% 10 Year 15 Year Since launch 9.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 167.1% 2023 15.9% 2022 7% 2021 -7.7% 2020 -9% 2019 31.4% 2018 35.1% 2017 -10.7% 2016 -4% 2015 52.7% Fund Manager information for DSP World Gold Fund
Name Since Tenure Jay Kothari 1 Mar 13 13.09 Yr. Data below for DSP World Gold Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Basic Materials 94.27% Asset Allocation
Asset Class Value Cash 3.92% Equity 94.27% Debt 0.01% Other 1.8% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Gold I2
Investment Fund | -70% ₹1,531 Cr 1,103,589
↓ -74,069 VanEck Gold Miners ETF
- | GDX28% ₹604 Cr 573,719 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -4% ₹90 Cr Net Receivables/Payables
Net Current Assets | -2% -₹35 Cr 2. SBI PSU Fund
SBI PSU Fund
Growth Launch Date 7 Jul 10 NAV (29 Apr 26) ₹36.365 ↓ -0.15 (-0.42 %) Net Assets (Cr) ₹5,891 on 31 Mar 26 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio 0.27 Information Ratio -0.31 Alpha Ratio -1.15 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.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,520 31 Mar 23 ₹14,284 31 Mar 24 ₹26,707 31 Mar 25 ₹28,297 31 Mar 26 ₹30,937 Returns for SBI PSU Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 26 Duration Returns 1 Month 9.6% 3 Month 3.5% 6 Month 7.9% 1 Year 16.9% 3 Year 31.4% 5 Year 27.5% 10 Year 15 Year Since launch 8.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.3% 2023 23.5% 2022 54% 2021 29% 2020 32.4% 2019 -10% 2018 6% 2017 -23.8% 2016 21.9% 2015 16.2% Fund Manager information for SBI PSU Fund
Name Since Tenure Rohit Shimpi 1 Jun 24 1.83 Yr. Data below for SBI PSU Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Utility 31.55% Financial Services 30.98% Energy 12.91% Industrials 12.8% Basic Materials 6.89% Asset Allocation
Asset Class Value Cash 4.8% Equity 95.12% Debt 0.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN17% ₹972 Cr 9,927,500 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | 53289810% ₹590 Cr 19,935,554 NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | 53255510% ₹572 Cr 15,443,244 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL9% ₹536 Cr 13,385,000
↓ -340,000 GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | 5321559% ₹525 Cr 38,150,000
↑ 3,200,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 5003127% ₹386 Cr 13,555,000
↑ 7,600,000 Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | 5321346% ₹324 Cr 13,100,000
↑ 2,100,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 5005475% ₹273 Cr 9,700,000 NMDC Ltd (Basic Materials)
Equity, Since 31 Oct 23 | 5263714% ₹213 Cr 27,900,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328143% ₹205 Cr 2,427,235 3. LIC MF Infrastructure Fund
LIC MF Infrastructure Fund
Growth Launch Date 29 Feb 08 NAV (29 Apr 26) ₹52.1147 ↑ 0.10 (0.19 %) Net Assets (Cr) ₹905 on 31 Mar 26 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.21 Sharpe Ratio -0.01 Information Ratio 0.34 Alpha Ratio 2.02 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 Mar 21 ₹10,000 31 Mar 22 ₹13,141 31 Mar 23 ₹13,490 31 Mar 24 ₹21,802 31 Mar 25 ₹25,258 31 Mar 26 ₹26,147 Returns for LIC MF Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 26 Duration Returns 1 Month 12.5% 3 Month 10.7% 6 Month 2.1% 1 Year 18.1% 3 Year 29% 5 Year 24.9% 10 Year 15 Year Since launch 9.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 -3.7% 2023 47.8% 2022 44.4% 2021 7.9% 2020 46.6% 2019 -0.1% 2018 13.3% 2017 -14.6% 2016 42.2% 2015 -2.2% Fund Manager information for LIC MF Infrastructure Fund
Name Since Tenure Sumit Bhatnagar 7 Apr 26 0 Yr. Mahesh Bendre 1 Jul 24 1.75 Yr. Data below for LIC MF Infrastructure Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Industrials 41.35% Consumer Cyclical 16.7% Utility 9.81% Basic Materials 8.85% Communication Services 5.56% Health Care 3.51% Technology 2.14% Real Estate 2.08% Financial Services 1.6% Asset Allocation
Asset Class Value Cash 8.4% Equity 91.6% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT4% ₹40 Cr 115,347
↑ 6,944 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Jun 25 | APOLLOHOSP4% ₹32 Cr 42,748
↓ -926 Schneider Electric Infrastructure Ltd (Industrials)
Equity, Since 31 Dec 23 | SCHNEIDER3% ₹30 Cr 357,347
↓ -7,743 NTPC Ltd (Utilities)
Equity, Since 31 Mar 23 | 5325553% ₹30 Cr 804,231
↓ -69,677 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL3% ₹29 Cr 163,087
↓ -13,757 Cummins India Ltd (Industrials)
Equity, Since 31 May 21 | 5004803% ₹25 Cr 56,285
↓ -604 Tata Motors Passenger Vehicles Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | TMPV3% ₹25 Cr 854,522
↓ -18,517 Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006553% ₹24 Cr 71,458
↓ -1,547 Siemens Energy India Ltd (Utilities)
Equity, Since 31 Aug 25 | ENRIN3% ₹24 Cr 93,672
↓ -2,029 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | TMCV2% ₹22 Cr 566,819
↓ -229,339 4. Invesco India PSU Equity Fund
Invesco India PSU Equity Fund
Growth Launch Date 18 Nov 09 NAV (29 Apr 26) ₹68.34 ↓ -0.38 (-0.55 %) Net Assets (Cr) ₹1,335 on 31 Mar 26 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.14 Sharpe Ratio 0.01 Information Ratio -0.79 Alpha Ratio -6 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.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,277 31 Mar 23 ₹13,931 31 Mar 24 ₹25,544 31 Mar 25 ₹26,724 31 Mar 26 ₹27,849 Returns for Invesco India PSU Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 26 Duration Returns 1 Month 11.3% 3 Month -1% 6 Month 2.9% 1 Year 12.9% 3 Year 29% 5 Year 25.4% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.3% 2023 25.6% 2022 54.5% 2021 20.5% 2020 31.1% 2019 6.1% 2018 10.1% 2017 -16.9% 2016 24.3% 2015 17.9% Fund Manager information for Invesco India PSU Equity Fund
Name Since Tenure Hiten Jain 1 Jul 25 0.75 Yr. Sagar Gandhi 1 Jul 25 0.75 Yr. Data below for Invesco India PSU Equity Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 30.35% Industrials 28.06% Utility 19.53% Energy 13.58% Basic Materials 3.6% Consumer Cyclical 1.41% Asset Allocation
Asset Class Value Cash 3.47% Equity 96.53% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN9% ₹115 Cr 1,171,232 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328147% ₹98 Cr 1,157,444 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL7% ₹91 Cr 261,137 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 5005476% ₹86 Cr 3,076,024
↑ 359,015 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL6% ₹83 Cr 2,078,629
↓ -237,890 NTPC Ltd (Utilities)
Equity, Since 31 May 19 | 5325555% ₹67 Cr 1,801,543 Bank of Baroda (Financial Services)
Equity, Since 30 Jun 21 | 5321345% ₹65 Cr 2,611,219
↑ 133,663 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN5% ₹63 Cr 6,852,914
↓ -2,276,906 REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | 5329554% ₹52 Cr 1,703,577 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 5003124% ₹52 Cr 1,821,612 5. DSP India T.I.G.E.R Fund
DSP India T.I.G.E.R Fund
Growth Launch Date 11 Jun 04 NAV (29 Apr 26) ₹346.784 ↑ 0.98 (0.28 %) Net Assets (Cr) ₹4,979 on 31 Mar 26 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio -0.01 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 Mar 21 ₹10,000 31 Mar 22 ₹12,881 31 Mar 23 ₹14,524 31 Mar 24 ₹23,943 31 Mar 25 ₹25,743 31 Mar 26 ₹26,892 Returns for DSP India T.I.G.E.R Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 26 Duration Returns 1 Month 14.4% 3 Month 12.8% 6 Month 8.1% 1 Year 19.8% 3 Year 27.6% 5 Year 25.6% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 -2.5% 2023 32.4% 2022 49% 2021 13.9% 2020 51.6% 2019 2.7% 2018 6.7% 2017 -17.2% 2016 47% 2015 4.1% Fund Manager information for DSP India T.I.G.E.R Fund
Name Since Tenure Rohit Singhania 21 Jun 10 15.79 Yr. Data below for DSP India T.I.G.E.R Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Industrials 27.68% Basic Materials 13.33% Financial Services 13% Utility 11.64% Consumer Cyclical 8.63% Energy 7.37% Health Care 6.56% Communication Services 3.04% Real Estate 1.51% Technology 1.43% Consumer Defensive 0.96% Asset Allocation
Asset Class Value Cash 4.85% Equity 95.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 5325555% ₹262 Cr 7,063,207 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 24 | APOLLOHOSP4% ₹224 Cr 301,630 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT4% ₹206 Cr 588,665
↓ -89,980 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 25 | MCX3% ₹163 Cr 680,825 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL3% ₹151 Cr 849,969
↑ 37,224 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 24 | AMBER3% ₹144 Cr 219,234 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 25 | 5328983% ₹139 Cr 4,694,365
↓ -873,209 Coal India Ltd (Energy)
Equity, Since 31 Dec 23 | COALINDIA2% ₹122 Cr 2,705,180 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Mar 24 | 5003122% ₹119 Cr 4,196,344 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG2% ₹111 Cr 834,973
↓ -195,952
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