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11 Best Performing SIP Plans for 5 Year Investment 2022 | Fincash.com

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Best SIP Plans for 5 Year Investment 2022

Updated on May 18, 2022 , 114196 views

Best SIP Plans? How to choose them? These are some of the common questions that occur in the mind of investors. SIP investment is one of the most disciplined Investing options when investing in Mutual Funds. Moreover, the minimum amount of investing in a SIP Mutual Fund is as less as INR 500. This makes investing in Top SIP plans much convenient.

Benefits-of-SIP-Investment

Why do a SIP Investment?

Once you begin investing monthly in a SIP investment, your money starts growing each day (being invested in the stock Market). It ensures your money is not only saved, but grows as well. As the value of commodities is increasing each day, don’t you think the value of your money should increase as well? Well, SIP Mutual Funds do it for you.

Investors can fulfil all their goals with this mode of investment. Be it marriage or buying a new vehicle, SIP makes it easy for you. You can simply start investing as per your goals (short-term or long-term) and attain an increase in wealth after a certain period of time. There is a tool called sip calculator using which you can even calculate the amount you need to invest to achieve a certain goal.

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Best SIP Plans for 5 Year Investment in FY 22 - 23

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
ICICI Prudential Technology Fund Growth ₹132.65
↑ 2.18
₹8,478 100 -13.5-19.717.631.72775.7
Kotak Small Cap Fund Growth ₹152.888
↑ 2.31
₹7,385 1,000 -4.2-10.219.130.216.370.9
PGIM India Midcap Opportunities Fund Growth ₹39.09
↑ 0.65
₹5,012 1,000 -6.7-11.71530.115.963.8
Aditya Birla Sun Life Digital India Fund Growth ₹113.37
↑ 1.77
₹3,161 100 -13.7-18.212.529.526.370.5
TATA Digital India Fund Growth ₹31.0293
↑ 0.47
₹5,584 150 -14.1-19.616.127.327.274.4
SBI Technology Opportunities Fund Growth ₹129.599
↑ 2.01
₹2,432 500 -11.9-18.115.926.32466.4
Nippon India Small Cap Fund Growth ₹79.357
↑ 1.29
₹19,768 100 -3.9-620.526.216.574.3
SBI Small Cap Fund Growth ₹99.5833
↑ 1.21
₹12,098 500 -2.2-615.125.218.247.6
DSP BlackRock Small Cap Fund  Growth ₹106.3
↑ 1.65
₹8,849 500 -0.3-3.421.225.111.958.9
ICICI Prudential Smallcap Fund Growth ₹48.42
↑ 0.75
₹3,620 100 -1.1-7.3232513.561
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 May 22
*Funds mentioned are considering best CAGR returns for over 3 years and fund having atleast have market history (Fund age) of 3 year and have minimum 500 Crore of asset under management.

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 12.3% 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 (20 May 22) ₹132.65 ↑ 2.18   (1.67 %)
Net Assets (Cr) ₹8,478 on 30 Apr 22
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.53
Sharpe Ratio 1.07
Information Ratio 1.06
Alpha Ratio 6.65
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
30 Apr 17₹10,000
30 Apr 18₹14,049
30 Apr 19₹15,493
30 Apr 20₹13,141
30 Apr 21₹28,160
30 Apr 22₹36,898

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 ₹598,181.
Net Profit of ₹298,181
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 20 May 22

DurationReturns
1 Month -9.3%
3 Month -13.5%
6 Month -19.7%
1 Year 17.6%
3 Year 31.7%
5 Year 27%
10 Year
15 Year
Since launch 12.3%
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 201.81 Yr.
Vaibhav Dusad2 May 202 Yr.

Data below for ICICI Prudential Technology Fund as on 30 Apr 22

Equity Sector Allocation
SectorValue
Technology81.3%
Communication Services10.89%
Industrials1.26%
Consumer Cyclical0.27%
Consumer Defensive0%
Asset Allocation
Asset ClassValue
Cash6.22%
Equity93.73%
Other0.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
33%₹2,927 Cr15,350,671
↑ 276,555
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 507685
10%₹843 Cr14,237,984
↑ 2,526,850
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
10%₹836 Cr7,180,738
↑ 262,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
9%₹774 Cr5,163,544
↑ 28,241
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
6%₹544 Cr7,205,190
↑ 80,602
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
4%₹352 Cr942,423
↓ -168,311
Mphasis Ltd (Technology)
Equity, Since 30 Jun 20 | 526299
2%₹178 Cr527,295
↓ -92,973
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 21 | CTSH
2%₹172 Cr247,668
↓ -59,790
MindTree Ltd (Technology)
Equity, Since 30 Jun 20 | 532819
1%₹124 Cr288,374
↑ 43,000
Accenture PLC Class A (Technology)
Equity, Since 28 Feb 21 | ACN
1%₹112 Cr43,600
↓ -7,000

2. Kotak Small Cap Fund

(Erstwhile Kotak Midcap Scheme)

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

Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.1% 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 (20 May 22) ₹152.888 ↑ 2.31   (1.53 %)
Net Assets (Cr) ₹7,385 on 30 Apr 22
Category Equity - Small Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 2.01
Information Ratio 1.36
Alpha Ratio 10.08
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
30 Apr 17₹10,000
30 Apr 18₹11,365
30 Apr 19₹9,687
30 Apr 20₹8,082
30 Apr 21₹16,906
30 Apr 22₹22,500

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 ₹458,689.
Net Profit of ₹158,689
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 20 May 22

DurationReturns
1 Month -6.9%
3 Month -4.2%
6 Month -10.2%
1 Year 19.1%
3 Year 30.2%
5 Year 16.3%
10 Year
15 Year
Since launch 17.1%
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 1012.28 Yr.

Data below for Kotak Small Cap Fund as on 30 Apr 22

Equity Sector Allocation
SectorValue
Industrials30.33%
Consumer Cyclical30.32%
Basic Materials18.69%
Financial Services4.53%
Technology4.47%
Health Care2.89%
Real Estate1.45%
Consumer Defensive1.28%
Energy0.6%
Asset Allocation
Asset ClassValue
Cash5.07%
Equity94.93%
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

3. 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 17.5% 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 (20 May 22) ₹39.09 ↑ 0.65   (1.69 %)
Net Assets (Cr) ₹5,012 on 30 Apr 22
Category Equity - Mid Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 2.53
Sharpe Ratio 1.43
Information Ratio 1.31
Alpha Ratio 2.32
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
30 Apr 17₹10,000
30 Apr 18₹11,003
30 Apr 19₹9,496
30 Apr 20₹8,849
30 Apr 21₹17,332
30 Apr 22₹21,931

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 20 May 22

DurationReturns
1 Month -6.3%
3 Month -6.7%
6 Month -11.7%
1 Year 15%
3 Year 30.1%
5 Year 15.9%
10 Year
15 Year
Since launch 17.5%
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 210.91 Yr.
Vivek Sharma1 Jun 210.91 Yr.
Kunal Jain1 Dec 210.41 Yr.

Data below for PGIM India Midcap Opportunities Fund as on 30 Apr 22

Equity Sector Allocation
SectorValue
Industrials23.14%
Basic Materials18.01%
Technology12.4%
Financial Services11.61%
Consumer Cyclical10.78%
Health Care10.58%
Consumer Defensive5.09%
Utility2.85%
Real Estate2.2%
Communication Services2.01%
Asset Allocation
Asset ClassValue
Cash1.35%
Equity98.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 21 | PERSISTENT
5%₹232 Cr486,573
↑ 45,700
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | 500480
4%₹182 Cr1,622,298
↑ 300,000
ABB India Ltd (Industrials)
Equity, Since 30 Sep 21 | ABB
3%₹168 Cr777,973
↑ 50,000
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
3%₹166 Cr17,016,000
↑ 3,766,000
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 22 | HDFCBANK
3%₹165 Cr1,125,000
↑ 400,000
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 31 Jul 21 | DALBHARAT
3%₹165 Cr1,100,154
↑ 43,200
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | 532343
3%₹156 Cr2,500,000
↑ 500,000
Timken India Ltd (Industrials)
Equity, Since 30 Sep 21 | 522113
3%₹150 Cr699,231
↑ 25,000
Ashok Leyland Ltd (Industrials)
Equity, Since 30 Apr 20 | 500477
3%₹147 Cr12,500,000
↑ 2,500,000
Sanofi India Ltd (Healthcare)
Equity, Since 30 Apr 21 | SANOFI
3%₹140 Cr186,423
↑ 15,000

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 11.5% 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 (20 May 22) ₹113.37 ↑ 1.77   (1.59 %)
Net Assets (Cr) ₹3,161 on 30 Apr 22
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.56
Sharpe Ratio 0.99
Information Ratio 1.08
Alpha Ratio 4.1
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
30 Apr 17₹10,000
30 Apr 18₹14,655
30 Apr 19₹15,843
30 Apr 20₹14,343
30 Apr 21₹28,506
30 Apr 22₹36,126

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 ₹584,107.
Net Profit of ₹284,107
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 20 May 22

DurationReturns
1 Month -10.2%
3 Month -13.7%
6 Month -18.2%
1 Year 12.5%
3 Year 29.5%
5 Year 26.3%
10 Year
15 Year
Since launch 11.5%
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 148.3 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 30 Apr 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. TATA Digital India Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in Information Technology Sector in India.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.

TATA Digital India Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 19.4% since its launch.  Return for 2021 was 74.4% , 2020 was 54.8% and 2019 was 7.5% .

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (20 May 22) ₹31.0293 ↑ 0.47   (1.54 %)
Net Assets (Cr) ₹5,584 on 30 Apr 22
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 1.73
Sharpe Ratio 1.08
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-3 Months (0.25%),3 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 17₹10,000
30 Apr 18₹15,832
30 Apr 19₹17,439
30 Apr 20₹15,060
30 Apr 21₹29,378
30 Apr 22₹38,280

TATA 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 ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for TATA 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 20 May 22

DurationReturns
1 Month -10.6%
3 Month -14.1%
6 Month -19.6%
1 Year 16.1%
3 Year 27.3%
5 Year 27.2%
10 Year
15 Year
Since launch 19.4%
Historical performance (Yearly) on absolute basis
YearReturns
2021 74.4%
2020 54.8%
2019 7.5%
2018 24.9%
2017 19.6%
2016 -6%
2015
2014
2013
2012
Fund Manager information for TATA Digital India Fund
NameSinceTenure
Meeta Shetty9 Mar 211.14 Yr.
Venkat Samala26 Nov 201.43 Yr.

Data below for TATA Digital India Fund as on 30 Apr 22

Equity Sector Allocation
SectorValue
Technology81.61%
Communication Services9.63%
Industrials3.84%
Consumer Cyclical1.06%
Consumer Defensive0.13%
Asset Allocation
Asset ClassValue
Cash3.74%
Equity96.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
24%₹1,335 Cr8,519,598
↑ 1,450,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
10%₹540 Cr1,523,501
↑ 150,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
7%₹380 Cr3,524,713
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | TECHM
7%₹367 Cr2,914,334
↑ 250,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL
6%₹336 Cr4,544,200
↑ 550,000
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 28 Feb 21 | LTI
4%₹242 Cr500,010
↑ 119,050
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
4%₹239 Cr552,558
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | MPHASIS
4%₹234 Cr823,149
↑ 106,371
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | WIPRO
3%₹188 Cr3,700,000
↑ 500,000
Coforge Ltd (Technology)
Equity, Since 31 Oct 21 | COFORGE
3%₹172 Cr410,484

6. SBI Technology Opportunities Fund

(Erstwhile SBI IT Fund)

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

SBI Technology Opportunities Fund is a Equity - Sectoral fund was launched on 9 Jan 13. It is a fund with High risk and has given a CAGR/Annualized return of 20.3% since its launch.  Ranked 42 in Sectoral category.  Return for 2021 was 66.4% , 2020 was 47.3% and 2019 was 12.2% .

Below is the key information for SBI Technology Opportunities Fund

SBI Technology Opportunities Fund
Growth
Launch Date 9 Jan 13
NAV (20 May 22) ₹129.599 ↑ 2.01   (1.58 %)
Net Assets (Cr) ₹2,432 on 30 Apr 22
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.61
Sharpe Ratio 0.99
Information Ratio 0.59
Alpha Ratio 4.76
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.

DateValue
30 Apr 17₹10,000
30 Apr 18₹13,969
30 Apr 19₹15,598
30 Apr 20₹14,613
30 Apr 21₹25,592
30 Apr 22₹32,407

SBI Technology 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 ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for SBI Technology 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 20 May 22

DurationReturns
1 Month -8.6%
3 Month -11.9%
6 Month -18.1%
1 Year 15.9%
3 Year 26.3%
5 Year 24%
10 Year
15 Year
Since launch 20.3%
Historical performance (Yearly) on absolute basis
YearReturns
2021 66.4%
2020 47.3%
2019 12.2%
2018 17.1%
2017 13%
2016 -3.3%
2015 2.4%
2014 29.2%
2013
2012
Fund Manager information for SBI Technology Opportunities Fund
NameSinceTenure
Saurabh Pant1 Jan 220.33 Yr.
Mohit Jain1 Jan 220.33 Yr.

Data below for SBI Technology Opportunities Fund as on 30 Apr 22

Equity Sector Allocation
SectorValue
Technology70.75%
Communication Services18.2%
Industrials1.13%
Consumer Cyclical0.82%
Asset Allocation
Asset ClassValue
Cash9.1%
Equity90.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
24%₹629 Cr3,300,000
Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL
8%₹208 Cr9,645
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
8%₹207 Cr553,680
↓ -6,320
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH
8%₹198 Cr1,700,000
Wipro Ltd (Technology)
Equity, Since 30 Apr 21 | 507685
7%₹182 Cr3,080,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 15 | 532755
5%₹136 Cr909,735
Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT
5%₹133 Cr56,000
↑ 14,410
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
5%₹131 Cr1,735,130
PVR Ltd (Communication Services)
Equity, Since 31 Jan 22 | PVR
4%₹102 Cr530,000
NVIDIA Corp (Technology)
Equity, Since 30 Apr 21 | NVDA
4%₹99 Cr47,000
↑ 12,700

7. 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 19.4% 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 (20 May 22) ₹79.357 ↑ 1.29   (1.65 %)
Net Assets (Cr) ₹19,768 on 30 Apr 22
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio 1.98
Information Ratio 1.37
Alpha Ratio 10.39
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
30 Apr 17₹10,000
30 Apr 18₹12,600
30 Apr 19₹10,680
30 Apr 20₹8,399
30 Apr 21₹16,702
30 Apr 22₹23,281

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 ₹458,689.
Net Profit of ₹158,689
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 20 May 22

DurationReturns
1 Month -8.6%
3 Month -3.9%
6 Month -6%
1 Year 20.5%
3 Year 26.2%
5 Year 16.5%
10 Year
15 Year
Since launch 19.4%
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 175.33 Yr.
Kinjal Desai25 May 183.94 Yr.

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

8. SBI Small Cap Fund

(Erstwhile SBI Small & Midcap Fund)

The Scheme seeks to generate income and long term capital appreciation by investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies

SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.9% since its launch.  Ranked 4 in Small Cap category.  Return for 2021 was 47.6% , 2020 was 33.6% and 2019 was 6.1% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (20 May 22) ₹99.5833 ↑ 1.21   (1.23 %)
Net Assets (Cr) ₹12,098 on 30 Apr 22
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 1.99
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 17₹10,000
30 Apr 18₹13,844
30 Apr 19₹11,965
30 Apr 20₹10,600
30 Apr 21₹19,201
30 Apr 22₹24,450

SBI 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 ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for SBI 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 20 May 22

DurationReturns
1 Month -4.9%
3 Month -2.2%
6 Month -6%
1 Year 15.1%
3 Year 25.2%
5 Year 18.2%
10 Year
15 Year
Since launch 19.9%
Historical performance (Yearly) on absolute basis
YearReturns
2021 47.6%
2020 33.6%
2019 6.1%
2018 -19.6%
2017 78.7%
2016 1.3%
2015 20.6%
2014 110.7%
2013 7.8%
2012 31.9%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 138.46 Yr.

Data below for SBI Small Cap Fund as on 30 Apr 22

Equity Sector Allocation
SectorValue
Industrials37.05%
Consumer Cyclical25.44%
Basic Materials16.56%
Consumer Defensive5.69%
Health Care3.46%
Financial Services2.59%
Communication Services0.02%
Asset Allocation
Asset ClassValue
Cash9.06%
Equity90.8%
Debt0.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | SFL
5%₹546 Cr1,570,000
Vedant Fashions Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 543463
4%₹440 Cr4,547,646
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
4%₹421 Cr4,000,000
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | CARBORUNIV
3%₹394 Cr4,939,842
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 522074
3%₹387 Cr13,833,663
Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Dec 19 | NH
3%₹328 Cr4,400,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 20 | NAVINFLUOR
3%₹322 Cr790,000
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | LEMONTREE
3%₹317 Cr50,000,000
Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Mar 19 | FINEORG
3%₹316 Cr790,000
Triveni Turbine Ltd (Industrials)
Equity, Since 31 Jan 19 | 533655
3%₹312 Cr15,435,443

9. DSP BlackRock Small Cap Fund 

(Erstwhile DSP BlackRock Micro Cap Fund)

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized

DSP BlackRock Small Cap Fund  is a Equity - Small Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.2% since its launch.  Ranked 7 in Small Cap category.  Return for 2021 was 58.9% , 2020 was 33.1% and 2019 was 0.7% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (20 May 22) ₹106.3 ↑ 1.65   (1.58 %)
Net Assets (Cr) ₹8,849 on 30 Apr 22
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio 1.76
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.

DateValue
30 Apr 17₹10,000
30 Apr 18₹11,110
30 Apr 19₹9,048
30 Apr 20₹7,271
30 Apr 21₹13,641
30 Apr 22₹18,618

DSP BlackRock 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 ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for DSP BlackRock 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 20 May 22

DurationReturns
1 Month -7.1%
3 Month -0.3%
6 Month -3.4%
1 Year 21.2%
3 Year 25.1%
5 Year 11.9%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
2021 58.9%
2020 33.1%
2019 0.7%
2018 -25.5%
2017 42.8%
2016 12.7%
2015 20.4%
2014 101.8%
2013 3.8%
2012 40.5%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 1011.87 Yr.
Jay Kothari1 Mar 139.17 Yr.
Resham Jain16 Mar 184.13 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 30 Apr 22

Equity Sector Allocation
SectorValue
Consumer Cyclical37.8%
Basic Materials22.52%
Industrials10.74%
Consumer Defensive6.49%
Health Care6.31%
Financial Services5.49%
Technology3.49%
Communication Services2.3%
Asset Allocation
Asset ClassValue
Cash4.34%
Equity95.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Chambal Fertilisers & Chemicals Ltd (Basic Materials)
Equity, Since 31 Jul 14 | CHAMBLFERT
4%₹337 Cr7,375,125
↓ -208,985
GHCL Ltd (Basic Materials)
Equity, Since 30 Nov 17 | GHCL
3%₹298 Cr4,812,708
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT
3%₹295 Cr8,322,869
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 19 | TIINDIA
3%₹290 Cr1,556,178
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL
3%₹280 Cr312,546
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | KPRMILL
3%₹270 Cr4,289,187
↓ -25,062
Nilkamal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | NILKAMAL
3%₹262 Cr1,289,228
Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | TRIVENI
3%₹252 Cr7,871,670
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | SFL
3%₹249 Cr706,706
↓ -25,000
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | IPCALAB
3%₹244 Cr2,414,384

10. ICICI Prudential Smallcap Fund

(Erstwhile ICICI Prudential Indo Asia Equity Fund)

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

ICICI Prudential Smallcap Fund is a Equity - Small Cap fund was launched on 18 Oct 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.4% since its launch.  Ranked 26 in Small Cap category.  Return for 2021 was 61% , 2020 was 22.8% and 2019 was 10% .

Below is the key information for ICICI Prudential Smallcap Fund

ICICI Prudential Smallcap Fund
Growth
Launch Date 18 Oct 07
NAV (20 May 22) ₹48.42 ↑ 0.75   (1.57 %)
Net Assets (Cr) ₹3,620 on 30 Apr 22
Category Equity - Small Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio 1.6
Information Ratio 0.67
Alpha Ratio 5.77
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
30 Apr 17₹10,000
30 Apr 18₹11,363
30 Apr 19₹9,613
30 Apr 20₹7,477
30 Apr 21₹14,484
30 Apr 22₹19,781

ICICI Prudential Smallcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for ICICI Prudential Smallcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 May 22

DurationReturns
1 Month -4.4%
3 Month -1.1%
6 Month -7.3%
1 Year 23%
3 Year 25%
5 Year 13.5%
10 Year
15 Year
Since launch 11.4%
Historical performance (Yearly) on absolute basis
YearReturns
2021 61%
2020 22.8%
2019 10%
2018 -22.4%
2017 42.7%
2016 6%
2015 0.5%
2014 50.6%
2013 8.8%
2012 26%
Fund Manager information for ICICI Prudential Smallcap Fund
NameSinceTenure
Priyanka Khandelwal15 Jun 174.88 Yr.
Harish Bihani5 Nov 183.49 Yr.

Data below for ICICI Prudential Smallcap Fund as on 30 Apr 22

Equity Sector Allocation
SectorValue
Industrials24.2%
Consumer Cyclical17.04%
Health Care9.61%
Financial Services8.49%
Basic Materials7.83%
Technology7.63%
Real Estate6.75%
Communication Services5.5%
Consumer Defensive3.75%
Asset Allocation
Asset ClassValue
Cash7.05%
Equity92.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Mahindra Lifespace Developers Ltd (Real Estate)
Equity, Since 31 Aug 19 | MAHLIFE
5%₹179 Cr4,518,788
↓ -64,611
INOX Leisure Ltd (Communication Services)
Equity, Since 31 Oct 18 | INOXLEISUR
5%₹161 Cr3,044,285
↓ -538,452
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI
4%₹154 Cr1,218,983
V-Mart Retail Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | VMART
4%₹150 Cr377,773
↓ -68
Birlasoft Ltd (Technology)
Equity, Since 31 Dec 20 | BSOFT
4%₹130 Cr2,855,799
↓ -630,342
Cyient Ltd (Industrials)
Equity, Since 31 Aug 18 | CYIENT
3%₹120 Cr1,296,242
Jamna Auto Industries Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | JAMNAAUTO
3%₹112 Cr11,279,304
↑ 91,982
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 19 | MCX
3%₹111 Cr783,653
↑ 26,500
Rolex Rings Ltd (Industrials)
Equity, Since 31 Jul 21 | 543325
3%₹110 Cr879,531
↑ 119,786
Blue Star Ltd (Industrials)
Equity, Since 30 Nov 17 | BLUESTARCO
3%₹105 Cr999,165
↓ -50,000

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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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