+91-22-48913909Best Mutual Funds in India for SIP 2026 – 2027
A Systematic Investment plan (SIP) is considered to be the most efficient way to invest in Mutual Funds, especially for the long-term plan. It permits investors to purchase a unit on a particular date every month in order to implement a long-term savings plan. One of the reasons why investors feel comfortable towards Investing in SIP is the flexibility they offer. Investors can invest in SIP on either monthly, quarterly or weekly basis, as per their convenience. Let’s learn more about how one can achieve their Financial goals with systematic investment plans, how sip calculator is helpful in investment, along with best mutual funds in India for SIP.
SIP- Optimal Way to Achieve Financial Goals
SIP is designed in a way that one can easily pre-plan their investments and invest according to their financial goals. But, one has to invest for a long-time to achieve goals via SIP. Generally, SIP is widely used for planning goals like-
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- Buying a car
- Buying a house
- Marriage
- Child’s education
- Save for an international trip
- retirement
- Medical emergencies etc.
One can start investing in SIPs with an amount as minimum as INR 500 and INR 1000. Once you begin investing in SIP your money start going each day as it is exposed to the stock market. That is why SIPs as a route is mostly preferred in Equity Funds. Moreover, historically, investment in equity stocks has given impressive returns amongst all the other asset classes, if the investment was done with discipline and with a long-term horizon.
SIP in equity helps to avoid the risk of timing the market and facilitate wealth creation by averaging the cost of investment. Let’s look at some more Benefits of SIP that helps in achieving long-term goals:
Power of Compounding- Simple interest is when you gain interest on only the principal. In the case of compound interest, the interest amount is added to the principal, and interest is calculated on the new principal (old principal plus gains). This process continues every time. Since SIP in Mutual Funds are in instalments, they are compounded, which adds more to the initially invested sum.
Risk reduction- Given that a SIP is spread over a long period of time, one catches all periods of the stock market, the ups and more importantly the downturns. In downturns, when fear catches most investors, SIP instalments continue ensuring the investors buy “low”.
Convenience of SIPs- Convenience is one of the biggest benefits of a SIP. A user has to sign-up one-time and go through documentation. Once done, thereafter debits for subsequent investments take place automatically and the investor just has to monitor the investments.
Best Mutual Funds in India for SIP 2026 - 2027
Fund Selection Methodology used to find 5 funds
Best Large Cap Funds for SIP
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Invesco India Largecap Fund Growth ₹74.55
↑ 1.04 ₹1,925 100 1.4 8.2 5.4 14.6 10.1 5.5 Bandhan Large Cap Fund Growth ₹81.188
↑ 1.28 ₹2,098 100 1.3 5.7 2.6 14 9.6 8.2 DSP TOP 100 Equity Growth ₹475.779
↑ 10.04 ₹6,642 500 2 4 -0.3 12.5 9.7 8.4 BNP Paribas Large Cap Fund Growth ₹226.711
↑ 2.69 ₹2,465 300 0.7 2.8 2.2 12 9.5 4.4 ICICI Prudential Bluechip Fund Growth ₹110.87
↑ 1.87 ₹76,352 100 0.3 2.4 -1.7 11.9 10.7 11.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Nov 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Invesco India Largecap Fund Bandhan Large Cap Fund DSP TOP 100 Equity BNP Paribas Large Cap Fund ICICI Prudential Bluechip Fund Point 1 Bottom quartile AUM (₹1,925 Cr). Bottom quartile AUM (₹2,098 Cr). Upper mid AUM (₹6,642 Cr). Lower mid AUM (₹2,465 Cr). Highest AUM (₹76,352 Cr). Point 2 Established history (17+ yrs). Established history (20+ yrs). Oldest track record among peers (23 yrs). Established history (22+ yrs). Established history (18+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Top 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: 10.09% (upper mid). 5Y return: 9.62% (bottom quartile). 5Y return: 9.71% (lower mid). 5Y return: 9.51% (bottom quartile). 5Y return: 10.66% (top quartile). Point 6 3Y return: 14.64% (top quartile). 3Y return: 14.01% (upper mid). 3Y return: 12.48% (lower mid). 3Y return: 12.02% (bottom quartile). 3Y return: 11.93% (bottom quartile). Point 7 1Y return: 5.43% (top quartile). 1Y return: 2.63% (upper mid). 1Y return: -0.33% (bottom quartile). 1Y return: 2.24% (lower mid). 1Y return: -1.71% (bottom quartile). Point 8 Alpha: 6.02 (top quartile). Alpha: 3.21 (upper mid). Alpha: -4.08 (bottom quartile). Alpha: 2.79 (lower mid). Alpha: -2.78 (bottom quartile). Point 9 Sharpe: -0.19 (top quartile). Sharpe: -0.33 (upper mid). Sharpe: -0.78 (bottom quartile). Sharpe: -0.36 (lower mid). Sharpe: -0.69 (bottom quartile). Point 10 Information ratio: 0.90 (upper mid). Information ratio: 0.95 (top quartile). Information ratio: 0.22 (bottom quartile). Information ratio: 0.42 (lower mid). Information ratio: 0.41 (bottom quartile). Invesco India Largecap Fund
Bandhan Large Cap Fund
DSP TOP 100 Equity
BNP Paribas Large Cap Fund
ICICI Prudential Bluechip Fund
Best Multi Cap Funds for SIP
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹38.16
↓ -0.32 ₹1,386 1,000 -3.3 6.4 15.3 19.1 13.7 3.5 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 300 -4.6 -2.6 19.3 17.3 13.6 Motilal Oswal Multicap 35 Fund Growth ₹63.7836
↑ 0.15 ₹13,446 500 1 12.4 3 16.7 12.4 -5.6 Mahindra Badhat Yojana Growth ₹39.134
↑ 0.16 ₹7,457 500 0.1 5.6 8.9 16.1 13 3.4 Aditya Birla Sun Life Equity Fund Growth ₹1,986.04
↑ 17.66 ₹27,982 100 0 6.9 7.6 15.6 11 11.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Nov 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Manufacturing Equity Fund BNP Paribas Multi Cap Fund Motilal Oswal Multicap 35 Fund Mahindra Badhat Yojana Aditya Birla Sun Life Equity Fund Point 1 Bottom quartile AUM (₹1,386 Cr). Bottom quartile AUM (₹588 Cr). Upper mid AUM (₹13,446 Cr). Lower mid AUM (₹7,457 Cr). Highest AUM (₹27,982 Cr). Point 2 Established history (11+ yrs). Established history (21+ yrs). Established history (12+ yrs). Established history (9+ yrs). Oldest track record among peers (28 yrs). Point 3 Not Rated. Rating: 4★ (upper mid). Top rated. Not Rated. Rating: 4★ (lower mid). Point 4 Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 13.67% (top quartile). 5Y return: 13.57% (upper mid). 5Y return: 12.45% (bottom quartile). 5Y return: 12.97% (lower mid). 5Y return: 10.99% (bottom quartile). Point 6 3Y return: 19.11% (top quartile). 3Y return: 17.28% (upper mid). 3Y return: 16.71% (lower mid). 3Y return: 16.08% (bottom quartile). 3Y return: 15.58% (bottom quartile). Point 7 1Y return: 15.25% (upper mid). 1Y return: 19.34% (top quartile). 1Y return: 3.05% (bottom quartile). 1Y return: 8.94% (lower mid). 1Y return: 7.58% (bottom quartile). Point 8 Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 4.27 (lower mid). Alpha: 9.62 (top quartile). Alpha: 7.66 (upper mid). Point 9 Sharpe: 0.81 (upper mid). Sharpe: 2.86 (top quartile). Sharpe: -0.06 (bottom quartile). Sharpe: 0.35 (lower mid). Sharpe: 0.12 (bottom quartile). Point 10 Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.75 (lower mid). Information ratio: 0.83 (upper mid). Information ratio: 1.49 (top quartile). Aditya Birla Sun Life Manufacturing Equity Fund
BNP Paribas Multi Cap Fund
Motilal Oswal Multicap 35 Fund
Mahindra Badhat Yojana
Aditya Birla Sun Life Equity Fund
Best Mid Cap Funds for SIP
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) ICICI Prudential MidCap Fund Growth ₹327.05
↓ -2.36 ₹7,961 100 -4.7 -3.1 7.1 19.2 14.6 11.1 BNP Paribas Mid Cap Fund Growth ₹108.242
↓ -0.29 ₹2,503 300 -4 -1.1 4.2 14.5 12.5 2.5 TATA Mid Cap Growth Fund Growth ₹453.486
↓ -0.16 ₹5,860 150 -2.5 0.8 2.8 13.3 12.8 5.8 Aditya Birla Sun Life Midcap Fund Growth ₹814.87
↓ -7.40 ₹6,550 1,000 -4.8 0 2.5 13.2 11.3 4.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Nov 26 Research Highlights & Commentary of 4 Funds showcased
Commentary ICICI Prudential MidCap Fund BNP Paribas Mid Cap Fund TATA Mid Cap Growth Fund Aditya Birla Sun Life Midcap Fund Point 1 Highest AUM (₹7,961 Cr). Bottom quartile AUM (₹2,503 Cr). Lower mid AUM (₹5,860 Cr). Upper mid AUM (₹6,550 Cr). Point 2 Established history (22+ yrs). Established history (20+ yrs). Oldest track record among peers (32 yrs). Established history (24+ yrs). Point 3 Rating: 2★ (lower mid). Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 14.55% (top quartile). 5Y return: 12.53% (lower mid). 5Y return: 12.79% (upper mid). 5Y return: 11.33% (bottom quartile). Point 6 3Y return: 19.22% (top quartile). 3Y return: 14.46% (upper mid). 3Y return: 13.26% (lower mid). 3Y return: 13.23% (bottom quartile). Point 7 1Y return: 7.06% (top quartile). 1Y return: 4.18% (upper mid). 1Y return: 2.76% (lower mid). 1Y return: 2.47% (bottom quartile). Point 8 Alpha: 7.02 (top quartile). Alpha: 1.29 (upper mid). Alpha: -1.28 (bottom quartile). Alpha: 1.18 (lower mid). Point 9 Sharpe: 0.38 (top quartile). Sharpe: 0.12 (upper mid). Sharpe: -0.02 (bottom quartile). Sharpe: 0.11 (lower mid). Point 10 Information ratio: 1.25 (top quartile). Information ratio: -0.02 (upper mid). Information ratio: -0.43 (bottom quartile). Information ratio: -0.23 (lower mid). ICICI Prudential MidCap Fund
BNP Paribas Mid Cap Fund
TATA Mid Cap Growth Fund
Aditya Birla Sun Life Midcap Fund
Best Small Cap Funds for SIP
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) IDBI Small Cap Fund Growth ₹34.0569
↓ -0.12 ₹841 500 -0.8 8 12.9 15.4 14.8 -13.4 DSP Small Cap Fund Growth ₹219.573
↓ -2.53 ₹21,467 500 -2.9 6.4 12.7 15.2 15.1 -2.8 Aditya Birla Sun Life Small Cap Fund Growth ₹96.7895
↓ -0.06 ₹6,120 1,000 -2.5 6.8 10.8 13.3 11.6 -3.7 Sundaram Small Cap Fund Growth ₹279.864
↓ -2.26 ₹4,107 100 -5.5 1.3 5.8 12.7 13.4 0.4 Nippon India Small Cap Fund Growth ₹176.028
↓ -1.41 ₹80,906 100 -4.5 1.2 4.1 12.4 16.4 -4.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Nov 26 Research Highlights & Commentary of 5 Funds showcased
Commentary IDBI Small Cap Fund DSP Small Cap Fund Aditya Birla Sun Life Small Cap Fund Sundaram Small Cap Fund Nippon India Small Cap Fund Point 1 Bottom quartile AUM (₹841 Cr). Upper mid AUM (₹21,467 Cr). Lower mid AUM (₹6,120 Cr). Bottom quartile AUM (₹4,107 Cr). Highest AUM (₹80,906 Cr). Point 2 Established history (9+ yrs). Established history (19+ yrs). Established history (19+ yrs). Oldest track record among peers (21 yrs). Established history (16+ yrs). Point 3 Not Rated. Rating: 4★ (upper mid). Top rated. Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). 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: 14.79% (lower mid). 5Y return: 15.06% (upper mid). 5Y return: 11.63% (bottom quartile). 5Y return: 13.37% (bottom quartile). 5Y return: 16.38% (top quartile). Point 6 3Y return: 15.40% (top quartile). 3Y return: 15.19% (upper mid). 3Y return: 13.31% (lower mid). 3Y return: 12.74% (bottom quartile). 3Y return: 12.40% (bottom quartile). Point 7 1Y return: 12.91% (top quartile). 1Y return: 12.74% (upper mid). 1Y return: 10.80% (lower mid). 1Y return: 5.80% (bottom quartile). 1Y return: 4.13% (bottom quartile). Point 8 Alpha: 8.36 (upper mid). Alpha: 12.54 (top quartile). Alpha: 0.00 (bottom quartile). Alpha: 6.86 (lower mid). Alpha: 1.80 (bottom quartile). Point 9 Sharpe: 0.51 (lower mid). Sharpe: 0.65 (top quartile). Sharpe: 0.62 (upper mid). Sharpe: 0.46 (bottom quartile). Sharpe: 0.25 (bottom quartile). Point 10 Information ratio: 0.40 (upper mid). Information ratio: 0.63 (top quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.14 (lower mid). Information ratio: -0.03 (bottom quartile). IDBI Small Cap Fund
DSP Small Cap Fund
Aditya Birla Sun Life Small Cap Fund
Sundaram Small Cap Fund
Nippon India Small Cap Fund
Best ELSS (Tax Saving Mutual Funds) for SIP
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 ₹485 500 9.7 15.1 16.9 20.8 10 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 500 1.2 15.4 35.5 20.6 17.4 Motilal Oswal Long Term Equity Fund Growth ₹54.7788
↓ -0.18 ₹4,890 500 -2.4 1.3 6.2 18.3 14.8 -9.1 Baroda Pioneer ELSS 96 Growth ₹68.6676
↑ 0.33 ₹210 500 -6.1 -3.5 17.6 16.7 11.6 JM Tax Gain Fund Growth ₹51.8194
↓ -0.08 ₹240 500 -2 6.9 4.6 15.2 11.7 2.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23 Research Highlights & Commentary of 5 Funds showcased
Commentary IDBI Equity Advantage Fund HDFC Long Term Advantage Fund Motilal Oswal Long Term Equity Fund Baroda Pioneer ELSS 96 JM Tax Gain Fund Point 1 Lower mid AUM (₹485 Cr). Upper mid AUM (₹1,318 Cr). Highest AUM (₹4,890 Cr). Bottom quartile AUM (₹210 Cr). Bottom quartile AUM (₹240 Cr). Point 2 Established history (13+ yrs). Oldest track record among peers (25 yrs). Established history (11+ yrs). Established history (11+ yrs). Established history (18+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Not Rated. Not Rated. Rating: 3★ (lower mid). 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: 9.97% (bottom quartile). 5Y return: 17.39% (top quartile). 5Y return: 14.82% (upper mid). 5Y return: 11.62% (bottom quartile). 5Y return: 11.67% (lower mid). Point 6 3Y return: 20.84% (top quartile). 3Y return: 20.64% (upper mid). 3Y return: 18.35% (lower mid). 3Y return: 16.70% (bottom quartile). 3Y return: 15.18% (bottom quartile). Point 7 1Y return: 16.92% (lower mid). 1Y return: 35.51% (top quartile). 1Y return: 6.16% (bottom quartile). 1Y return: 17.56% (upper mid). 1Y return: 4.63% (bottom quartile). Point 8 Alpha: 1.78 (bottom quartile). Alpha: 1.75 (bottom quartile). Alpha: 10.14 (top quartile). Alpha: 5.69 (lower mid). Alpha: 9.16 (upper mid). Point 9 Sharpe: 1.21 (lower mid). Sharpe: 2.27 (upper mid). Sharpe: 0.21 (bottom quartile). Sharpe: 2.51 (top quartile). Sharpe: 0.14 (bottom quartile). Point 10 Information ratio: -1.13 (bottom quartile). Information ratio: -0.15 (bottom quartile). Information ratio: 0.76 (upper mid). Information ratio: -0.09 (lower mid). Information ratio: 0.93 (top quartile). IDBI Equity Advantage Fund
HDFC Long Term Advantage Fund
Motilal Oswal Long Term Equity Fund
Baroda Pioneer ELSS 96
JM Tax Gain Fund
Best Sector Funds for SIP
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) SBI Healthcare Opportunities Fund Growth ₹524.306
↑ 1.74 ₹5,870 500 1.3 15.4 21.1 24 18.6 -3.5 UTI Healthcare Fund Growth ₹342.165
↑ 2.00 ₹1,430 500 1.3 13.3 17.7 23.2 15.9 -3.1 BOI AXA Manufacturing and Infrastructure Fund Growth ₹66.77
↓ -0.13 ₹984 1,000 -1 4.9 14.3 20 18.5 7.8 Aditya Birla Sun Life Infrastructure Fund Growth ₹107.58
↓ -0.42 ₹1,220 1,000 -1.3 4.6 12.1 16.5 16.2 0.7 Nippon India Pharma Fund Growth ₹574.098
↑ 5.18 ₹9,166 100 0.5 7.4 11.7 17.9 13.8 -3.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Nov 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Healthcare Opportunities Fund UTI Healthcare Fund BOI AXA Manufacturing and Infrastructure Fund Aditya Birla Sun Life Infrastructure Fund Nippon India Pharma Fund Point 1 Upper mid AUM (₹5,870 Cr). Lower mid AUM (₹1,430 Cr). Bottom quartile AUM (₹984 Cr). Bottom quartile AUM (₹1,220 Cr). Highest AUM (₹9,166 Cr). Point 2 Established history (21+ yrs). Oldest track record among peers (27 yrs). Established history (16+ yrs). Established history (20+ yrs). Established history (22+ yrs). Point 3 Rating: 2★ (upper mid). Rating: 1★ (bottom quartile). Not Rated. Top rated. Rating: 2★ (lower mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 18.56% (top quartile). 5Y return: 15.85% (bottom quartile). 5Y return: 18.53% (upper mid). 5Y return: 16.24% (lower mid). 5Y return: 13.80% (bottom quartile). Point 6 3Y return: 24.02% (top quartile). 3Y return: 23.20% (upper mid). 3Y return: 20.01% (lower mid). 3Y return: 16.54% (bottom quartile). 3Y return: 17.95% (bottom quartile). Point 7 1Y return: 21.11% (top quartile). 1Y return: 17.70% (upper mid). 1Y return: 14.33% (lower mid). 1Y return: 12.09% (bottom quartile). 1Y return: 11.70% (bottom quartile). Point 8 Alpha: 3.63 (upper mid). Alpha: 0.86 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 15.62 (top quartile). Alpha: -2.12 (bottom quartile). Point 9 Sharpe: 0.95 (top quartile). Sharpe: 0.78 (upper mid). Sharpe: 0.70 (lower mid). Sharpe: 0.41 (bottom quartile). Sharpe: 0.57 (bottom quartile). Point 10 Information ratio: 0.10 (upper mid). Information ratio: 0.06 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.29 (top quartile). Information ratio: -1.17 (bottom quartile). SBI Healthcare Opportunities Fund
UTI Healthcare Fund
BOI AXA Manufacturing and Infrastructure Fund
Aditya Birla Sun Life Infrastructure Fund
Nippon India Pharma Fund
Best Focused Funds for SIP
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) ICICI Prudential Focused Equity Fund Growth ₹97.53
↑ 1.38 ₹17,168 100 0.2 5.6 3 17.5 13.8 15.4 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 HDFC Focused 30 Fund Growth ₹241.865
↑ 3.62 ₹26,553 300 1.9 6.9 2.3 16.2 15.9 10.9 SBI Focused Equity Fund Growth ₹406.169
↑ 9.99 ₹50,180 500 0.2 4.9 10.1 15.8 10.1 15.7 Aditya Birla Sun Life Focused Equity Fund Growth ₹152.303
↑ 2.19 ₹7,512 1,000 0.7 6.3 5 14.2 9.9 10.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Nov 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Focused Equity Fund Sundaram Select Focus Fund HDFC Focused 30 Fund SBI Focused Equity Fund Aditya Birla Sun Life Focused Equity Fund Point 1 Lower mid AUM (₹17,168 Cr). Bottom quartile AUM (₹1,354 Cr). Upper mid AUM (₹26,553 Cr). Highest AUM (₹50,180 Cr). Bottom quartile AUM (₹7,512 Cr). Point 2 Established history (17+ yrs). Oldest track record among peers (24 yrs). Established history (22+ yrs). Established history (22+ yrs). Established history (21+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Top 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: 13.84% (lower mid). 5Y return: 17.29% (top quartile). 5Y return: 15.93% (upper mid). 5Y return: 10.07% (bottom quartile). 5Y return: 9.91% (bottom quartile). Point 6 3Y return: 17.51% (top quartile). 3Y return: 17.03% (upper mid). 3Y return: 16.18% (lower mid). 3Y return: 15.84% (bottom quartile). 3Y return: 14.17% (bottom quartile). Point 7 1Y return: 3.03% (bottom quartile). 1Y return: 24.49% (top quartile). 1Y return: 2.31% (bottom quartile). 1Y return: 10.07% (upper mid). 1Y return: 4.99% (lower mid). Point 8 Alpha: 0.71 (lower mid). Alpha: -5.62 (bottom quartile). Alpha: -2.25 (bottom quartile). Alpha: 12.04 (top quartile). Alpha: 2.48 (upper mid). Point 9 Sharpe: -0.29 (bottom quartile). Sharpe: 1.85 (top quartile). Sharpe: -0.43 (bottom quartile). Sharpe: 0.27 (upper mid). Sharpe: -0.17 (lower mid). Point 10 Information ratio: 1.33 (top quartile). Information ratio: -0.52 (bottom quartile). Information ratio: 0.72 (upper mid). Information ratio: 0.69 (lower mid). Information ratio: 0.32 (bottom quartile). ICICI Prudential Focused Equity Fund
Sundaram Select Focus Fund
HDFC Focused 30 Fund
SBI Focused Equity Fund
Aditya Birla Sun Life Focused Equity Fund
Best Value Funds for SIP
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) HDFC Capital Builder Value Fund Growth ₹801.007
↑ 5.36 ₹8,039 300 -0.2 6 5.3 15.7 12.4 8.6 Tata Equity PE Fund Growth ₹357.763
↑ 4.40 ₹8,239 150 0.8 2.6 1.3 12.9 12.1 3.7 ICICI Prudential Value Discovery Fund Growth ₹470.71
↑ 6.61 ₹57,250 100 0.3 0.8 -2.5 12.9 13.7 13.8 Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) Normal Dividend, Reinvestment ₹133.081
↑ 1.64 ₹8,239 150 0.8 2.6 1.3 12.8 12.1 3.7 Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%) Normal Dividend, Reinvestment ₹119.753
↑ 1.47 ₹8,239 150 0.8 2.6 1.3 12.8 12 3.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Nov 26 Research Highlights & Commentary of 5 Funds showcased
Commentary HDFC Capital Builder Value Fund Tata Equity PE Fund ICICI Prudential Value Discovery Fund Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%) Point 1 Bottom quartile AUM (₹8,039 Cr). Upper mid AUM (₹8,239 Cr). Highest AUM (₹57,250 Cr). Lower mid AUM (₹8,239 Cr). Bottom quartile AUM (₹8,239 Cr). Point 2 Oldest track record among peers (32 yrs). Established history (22+ yrs). Established history (22+ yrs). Established history (17+ yrs). Established history (22+ yrs). Point 3 Rating: 3★ (upper mid). Top rated. Rating: 2★ (lower mid). Not 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: 12.42% (upper mid). 5Y return: 12.11% (lower mid). 5Y return: 13.71% (top quartile). 5Y return: 12.06% (bottom quartile). 5Y return: 12.03% (bottom quartile). Point 6 3Y return: 15.69% (top quartile). 3Y return: 12.87% (upper mid). 3Y return: 12.86% (lower mid). 3Y return: 12.84% (bottom quartile). 3Y return: 12.82% (bottom quartile). Point 7 1Y return: 5.35% (top quartile). 1Y return: 1.31% (lower mid). 1Y return: -2.48% (bottom quartile). 1Y return: 1.31% (upper mid). 1Y return: 1.31% (bottom quartile). Point 8 Alpha: 6.62 (top quartile). Alpha: 0.14 (upper mid). Alpha: -6.84 (bottom quartile). Alpha: 0.14 (lower mid). Alpha: 0.14 (bottom quartile). Point 9 Sharpe: 0.04 (top quartile). Sharpe: -0.30 (upper mid). Sharpe: -0.78 (bottom quartile). Sharpe: -0.30 (lower mid). Sharpe: -0.30 (bottom quartile). Point 10 Information ratio: 1.80 (top quartile). Information ratio: 0.34 (upper mid). Information ratio: 0.06 (bottom quartile). Information ratio: 0.33 (lower mid). Information ratio: 0.33 (bottom quartile). HDFC Capital Builder Value Fund
Tata Equity PE Fund
ICICI Prudential Value Discovery Fund
Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)
Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)
SIP Calculator
SIP calculator is one of the efficient tools an investor can use while investing in mutual funds. Whether one wants to invest to buy a car/house, plan for retirement, a child's higher education or any other asset, the SIP calculator can be used for the same. It helps to calculate the amount of investment and time period that is required for investing to reach the particular financial goal. So, common questions like "how much to invest in a SIP or how till that time should I invest", resolves using this calculator.
When using a SIP calculator, one has to fill certain variables, that include (illustration is given below)-
- The desired investment duration
- The estimated monthly SIP amount
- 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 end up giving you the amount you will receive (your SIP returns) after the number of years mentioned. Your net profit will be highlighted as well so that you can estimate your goal fulfilment accordingly.
How to Invest in Best Mutual Funds?
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
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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