fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909
11 Best Performing SIP Plans for 5 Year Investment 2023 | Fincash.com

Fincash » Mutual Funds » Best SIP Plans for 5 Year

Best SIP Plans for 5 Year Investment 2023

Updated on January 25, 2023 , 134978 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.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

Best SIP Plans for 5 Year Investment in FY 23 - 24

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
ICICI Prudential Technology Fund Growth ₹135.97
↓ -1.40
₹8,794 100 1.45.1-10.930.421.2-23.2
PGIM India Midcap Opportunities Fund Growth ₹42.3
↓ -0.29
₹7,558 1,000 -5.20.7-1.129.215.3-1.7
Nippon India Small Cap Fund Growth ₹89.5307
↓ -1.67
₹23,701 100 -375.629.113.36.5
SBI Contra Fund Growth ₹223.823
↓ -3.82
₹7,635 500 -0.68.31227.712.312.8
SBI Technology Opportunities Fund Growth ₹144.136
↓ -0.72
₹2,741 500 5.211.2026.820.7-15.5
Aditya Birla Sun Life Digital India Fund Growth ₹118.21
↓ -1.30
₹3,244 100 1.15.6-9.526.419.7-21.6
TATA Digital India Fund Growth ₹32.0424
↓ -0.26
₹6,464 150 1.14.9-10.426.420.4-23.3
Kotak Small Cap Fund Growth ₹158.504
↓ -1.35
₹8,498 1,000 -3.81.7-1.425.813.7-3.1
ICICI Prudential Infrastructure Fund Growth ₹98.97
↓ -1.50
₹2,273 100 3.61720.624.411.328.8
SBI Small Cap Fund Growth ₹109.775
↓ -0.95
₹15,348 500 -4.86.8724.211.98.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23
*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 12.1% since its launch.  Ranked 37 in Sectoral category.  Return for 2022 was -23.2% , 2021 was 75.7% and 2020 was 70.6% .

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (27 Jan 23) ₹135.97 ↓ -1.40   (-1.02 %)
Net Assets (Cr) ₹8,794 on 31 Dec 22
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.07
Sharpe Ratio -1.37
Information Ratio 1.06
Alpha Ratio -7.36
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹11,912
31 Dec 19₹12,191
31 Dec 20₹20,797
31 Dec 21₹36,549
31 Dec 22₹28,061

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 ₹518,033.
Net Profit of ₹218,033
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 27 Jan 23

DurationReturns
1 Month 1.8%
3 Month 1.4%
6 Month 5.1%
1 Year -10.9%
3 Year 30.4%
5 Year 21.2%
10 Year
15 Year
Since launch 12.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -23.2%
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%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Vaibhav Dusad2 May 202.67 Yr.
Sharmila D’mello30 Jun 220.51 Yr.

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

Equity Sector Allocation
SectorValue
Technology80%
Communication Services13.78%
Industrials1.98%
Consumer Cyclical1.46%
Financial Services0.21%
Energy0.1%
Consumer Defensive0.05%
Asset Allocation
Asset ClassValue
Cash2.41%
Equity97.59%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
34%₹3,212 Cr19,645,184
↑ 1,432,476
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
18%₹1,652 Cr4,872,492
↑ 3,710
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
10%₹948 Cr8,462,176
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
8%₹712 Cr8,384,200
↑ 720,201
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 507685
5%₹454 Cr11,146,084
↓ -3,478,614
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
3%₹324 Cr3,011,906
↓ -268,878
LTIMindtree Ltd (Technology)
Equity, Since 31 Jul 16 | LTIM
2%₹194 Cr401,895
↑ 61,390
Zee Entertainment Enterprises Ltd (Communication Services)
Equity, Since 31 Jan 22 | ZEEL
2%₹141 Cr5,340,571
↑ 1,735,008
Accenture PLC Class A (Technology)
Equity, Since 28 Feb 21 | ACN
1%₹102 Cr43,600
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 31 Oct 21 | 890157
1%₹74 Cr1,590,489

2. PGIM India Midcap Opportunities Fund

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

PGIM India Midcap Opportunities Fund is a Equity - Mid Cap fund was launched on 2 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 17.1% since its launch.  Ranked 40 in Mid Cap category.  Return for 2022 was -1.7% , 2021 was 63.8% and 2020 was 48.4% .

Below is the key information for PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund
Growth
Launch Date 2 Dec 13
NAV (27 Jan 23) ₹42.3 ↓ -0.29   (-0.68 %)
Net Assets (Cr) ₹7,558 on 31 Dec 22
Category Equity - Mid Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 0
Sharpe Ratio -0.31
Information Ratio 1.24
Alpha Ratio -5.7
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹8,390
31 Dec 19₹8,689
31 Dec 20₹12,893
31 Dec 21₹21,116
31 Dec 22₹20,765

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 27 Jan 23

DurationReturns
1 Month -2.6%
3 Month -5.2%
6 Month 0.7%
1 Year -1.1%
3 Year 29.2%
5 Year 15.3%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -1.7%
2021 63.8%
2020 48.4%
2019 3.6%
2018 -16.1%
2017 37%
2016 -1.3%
2015 7.9%
2014 42.8%
2013
Fund Manager information for PGIM India Midcap Opportunities Fund
NameSinceTenure
Aniruddha Naha1 Jun 211.59 Yr.
Puneet Pal16 Jul 220.46 Yr.
Vivek Sharma1 Jun 211.59 Yr.

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

Equity Sector Allocation
SectorValue
Industrials23.83%
Financial Services20.03%
Consumer Cyclical17.26%
Basic Materials10.97%
Health Care6.83%
Consumer Defensive4.95%
Technology3.94%
Real Estate3.25%
Utility1.33%
Communication Services1.24%
Asset Allocation
Asset ClassValue
Cash6.21%
Equity93.62%
Debt0.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Timken India Ltd (Industrials)
Equity, Since 30 Sep 21 | 522113
4%₹299 Cr905,274
↑ 52,793
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 22 | HDFCBANK
4%₹291 Cr1,808,204
↑ 750,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 22 | ICICIBANK
4%₹286 Cr3,000,000
↓ -445,500
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | 500480
4%₹286 Cr2,022,298
↑ 150,000
Kajaria Ceramics Ltd (Industrials)
Equity, Since 31 Oct 21 | 500233
3%₹262 Cr2,276,766
↑ 781,000
Bata India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | BATAINDIA
3%₹246 Cr1,429,700
↑ 425,000
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 31 Jul 21 | DALBHARAT
3%₹227 Cr1,247,176
Canara Bank (Financial Services)
Equity, Since 31 Oct 22 | 532483
3%₹221 Cr7,035,000
↑ 800,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Jul 22 | JUBLFOOD
3%₹216 Cr3,948,000
↑ 200,000
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
3%₹209 Cr15,906,857
↑ 2,406,857

3. 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 2022 was 6.5% , 2021 was 74.3% and 2020 was 29.2% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (27 Jan 23) ₹89.5307 ↓ -1.67   (-1.83 %)
Net Assets (Cr) ₹23,701 on 31 Dec 22
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 0.17
Information Ratio 1.43
Alpha Ratio 7.6
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹8,331
31 Dec 19₹8,121
31 Dec 20₹10,496
31 Dec 21₹18,298
31 Dec 22₹19,495

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 ₹426,080.
Net Profit of ₹126,080
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 27 Jan 23

DurationReturns
1 Month -2.7%
3 Month -3%
6 Month 7%
1 Year 5.6%
3 Year 29.1%
5 Year 13.3%
10 Year
15 Year
Since launch 19.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 6.5%
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%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 176 Yr.
Kinjal Desai25 May 184.61 Yr.
Akshay Sharma1 Dec 220.08 Yr.

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

Equity Sector Allocation
SectorValue
Industrials24.64%
Consumer Cyclical15.94%
Basic Materials15.39%
Financial Services15.32%
Consumer Defensive8.13%
Technology7.34%
Health Care5.17%
Communication Services1.52%
Energy0.61%
Real Estate0.51%
Utility0.36%
Asset Allocation
Asset ClassValue
Cash3.39%
Equity96.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | TIINDIA
4%₹906 Cr3,267,559
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹434 Cr2,700,000
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 21 | 532134
2%₹416 Cr25,045,248
KPIT Technologies Ltd (Technology)
Equity, Since 30 Jun 19 | KPITTECH
2%₹397 Cr5,554,917
↓ -85,000
Tejas Networks Ltd (Technology)
Equity, Since 30 Jun 17 | TEJASNET
2%₹378 Cr5,763,697
Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Jun 18 | FINEORG
2%₹378 Cr605,377
Poonawalla Fincorp Ltd (Financial Services)
Equity, Since 28 Feb 18 | POONAWALLA
2%₹376 Cr12,095,771
↓ -1,046,482
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | BALRAMCHIN
2%₹357 Cr9,291,212
Timken India Ltd (Industrials)
Equity, Since 28 Feb 18 | 522113
1%₹353 Cr1,067,270
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | NAVINFLUOR
1%₹342 Cr787,244

4. SBI Contra Fund

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

SBI Contra Fund is a Equity - Contra fund was launched on 6 May 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.9% since its launch.  Ranked 48 in Contra category.  Return for 2022 was 12.8% , 2021 was 49.9% and 2020 was 30.6% .

Below is the key information for SBI Contra Fund

SBI Contra Fund
Growth
Launch Date 6 May 05
NAV (27 Jan 23) ₹223.823 ↓ -3.82   (-1.68 %)
Net Assets (Cr) ₹7,635 on 31 Dec 22
Category Equity - Contra
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.19
Sharpe Ratio 0.58
Information Ratio 1.92
Alpha Ratio 7.29
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
31 Dec 17₹10,000
31 Dec 18₹8,567
31 Dec 19₹8,478
31 Dec 20₹11,073
31 Dec 21₹16,601
31 Dec 22₹18,719

SBI Contra Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for SBI Contra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 23

DurationReturns
1 Month -1.8%
3 Month -0.6%
6 Month 8.3%
1 Year 12%
3 Year 27.7%
5 Year 12.3%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 12.8%
2021 49.9%
2020 30.6%
2019 -1%
2018 -14.3%
2017 40.2%
2016 2.4%
2015 -0.1%
2014 47.7%
2013 -1.7%
Fund Manager information for SBI Contra Fund
NameSinceTenure
Dinesh Balachandran7 May 184.66 Yr.
Mohit Jain5 May 184.66 Yr.

Data below for SBI Contra Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services21.87%
Industrials12.02%
Basic Materials8.93%
Utility7.25%
Technology6.71%
Health Care4.99%
Consumer Defensive4.54%
Consumer Cyclical3.71%
Communication Services3.47%
Energy2.21%
Real Estate1.83%
Asset Allocation
Asset ClassValue
Cash22.14%
Equity77.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | ICICIBANK
3%₹252 Cr2,640,345
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | HDFCBANK
3%₹232 Cr1,443,872
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 19 | 532215
3%₹226 Cr2,504,255
↑ 1,115,242
Infosys Ltd (Technology)
Equity, Since 28 Feb 19 | INFY
3%₹222 Cr1,355,000
GAIL (India) Ltd (Utilities)
Equity, Since 28 Feb 21 | 532155
3%₹201 Cr21,191,302
↑ 8,780,007
State Bank of India (Financial Services)
Equity, Since 31 Dec 10 | SBIN
2%₹156 Cr2,594,269
Equitas Holding Ltd (Financial Services)
Equity, Since 31 Jan 21 | 539844
2%₹155 Cr12,980,756
↑ 1,800,000
91 DTB 19012023
Sovereign Bonds | -
2%₹149 Cr15,000,000
182 DTB 09022023
Sovereign Bonds | -
2%₹148 Cr15,000,000
↑ 15,000,000
Punjab National Bank (Financial Services)
Equity, Since 30 Sep 22 | 532461
2%₹138 Cr26,970,963
↑ 17,970,963

5. 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 20.1% since its launch.  Ranked 42 in Sectoral category.  Return for 2022 was -15.5% , 2021 was 66.4% and 2020 was 47.3% .

Below is the key information for SBI Technology Opportunities Fund

SBI Technology Opportunities Fund
Growth
Launch Date 9 Jan 13
NAV (27 Jan 23) ₹144.136 ↓ -0.72   (-0.50 %)
Net Assets (Cr) ₹2,741 on 31 Dec 22
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.26
Sharpe Ratio -0.93
Information Ratio 0.78
Alpha Ratio 1.46
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
31 Dec 17₹10,000
31 Dec 18₹11,714
31 Dec 19₹13,148
31 Dec 20₹19,371
31 Dec 21₹32,238
31 Dec 22₹27,252

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 ₹505,644.
Net Profit of ₹205,644
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 27 Jan 23

DurationReturns
1 Month 3.4%
3 Month 5.2%
6 Month 11.2%
1 Year 0%
3 Year 26.8%
5 Year 20.7%
10 Year
15 Year
Since launch 20.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -15.5%
2021 66.4%
2020 47.3%
2019 12.2%
2018 17.1%
2017 13%
2016 -3.3%
2015 2.4%
2014 29.2%
2013
Fund Manager information for SBI Technology Opportunities Fund
NameSinceTenure
Saurabh Pant1 Jan 221 Yr.
Mohit Jain1 Jan 221 Yr.

Data below for SBI Technology Opportunities Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Technology75.23%
Communication Services20.08%
Consumer Cyclical0.39%
Health Care0.21%
Consumer Defensive0.19%
Industrials0.14%
Utility0.04%
Financial Services0.02%
Asset Allocation
Asset ClassValue
Cash3.7%
Equity96.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
30%₹850 Cr5,200,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
13%₹373 Cr1,100,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
10%₹280 Cr3,300,000
NVIDIA Corp (Technology)
Equity, Since 30 Apr 21 | NVDA
7%₹200 Cr157,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH
7%₹191 Cr1,700,000
Netflix Inc (Communication Services)
Equity, Since 31 Aug 21 | NFLX
6%₹181 Cr78,955
↓ -13,045
Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT
5%₹127 Cr65,000
↓ -27,000
Wipro Ltd (Technology)
Equity, Since 30 Apr 21 | 507685
4%₹125 Cr3,080,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 22 | 532755
3%₹89 Cr830,000
Invesco QQQ Trust
- | QQQ
3%₹78 Cr34,000

6. Aditya Birla Sun Life Digital India Fund

(Erstwhile Aditya Birla Sun Life New Millennium Fund)

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

Aditya Birla Sun Life Digital India Fund is a Equity - Sectoral fund was launched on 15 Jan 00. It is a fund with High risk and has given a CAGR/Annualized return of 11.3% since its launch.  Ranked 33 in Sectoral category.  Return for 2022 was -21.6% , 2021 was 70.5% and 2020 was 59% .

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 (27 Jan 23) ₹118.21 ↓ -1.30   (-1.09 %)
Net Assets (Cr) ₹3,244 on 31 Dec 22
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.19
Sharpe Ratio -1.26
Information Ratio 0.88
Alpha Ratio -5.28
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹11,563
31 Dec 19₹12,670
31 Dec 20₹20,148
31 Dec 21₹34,346
31 Dec 22₹26,914

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 ₹493,520.
Net Profit of ₹193,520
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 27 Jan 23

DurationReturns
1 Month 1.7%
3 Month 1.1%
6 Month 5.6%
1 Year -9.5%
3 Year 26.4%
5 Year 19.7%
10 Year
15 Year
Since launch 11.3%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -21.6%
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%
Fund Manager information for Aditya Birla Sun Life Digital India Fund
NameSinceTenure
Kunal Sangoi15 Jan 148.97 Yr.

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

Equity Sector Allocation
SectorValue
Technology79.35%
Communication Services10.1%
Industrials6.79%
Consumer Cyclical2.21%
Financial Services0.66%
Asset Allocation
Asset ClassValue
Cash0.89%
Equity99.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
26%₹879 Cr5,378,401
↓ -50,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
10%₹354 Cr1,045,450
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH
9%₹311 Cr2,771,227
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
8%₹276 Cr2,563,833
↓ -300,000
LTIMindtree Ltd (Technology)
Equity, Since 31 Mar 21 | LTIM
6%₹208 Cr430,179
↓ -40
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
6%₹201 Cr2,364,697
Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE
3%₹111 Cr275,281
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
3%₹109 Cr1,306,398
↑ 84,673
Zee Entertainment Enterprises Ltd (Communication Services)
Equity, Since 30 Jun 21 | ZEEL
3%₹86 Cr3,236,967
Wipro Ltd (Technology)
Equity, Since 31 Jan 21 | 507685
2%₹73 Cr1,800,817
↓ -400,000

7. 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 17.9% since its launch.  Return for 2022 was -23.3% , 2021 was 74.4% and 2020 was 54.8% .

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (27 Jan 23) ₹32.0424 ↓ -0.26   (-0.79 %)
Net Assets (Cr) ₹6,464 on 31 Dec 22
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 0
Sharpe Ratio -1.37
Information Ratio 0.51
Alpha Ratio -2.44
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
31 Dec 17₹10,000
31 Dec 18₹12,492
31 Dec 19₹13,425
31 Dec 20₹20,786
31 Dec 21₹36,260
31 Dec 22₹27,815

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 ₹505,644.
Net Profit of ₹205,644
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 27 Jan 23

DurationReturns
1 Month 2.2%
3 Month 1.1%
6 Month 4.9%
1 Year -10.4%
3 Year 26.4%
5 Year 20.4%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -23.3%
2021 74.4%
2020 54.8%
2019 7.5%
2018 24.9%
2017 19.6%
2016 -6%
2015
2014
2013
Fund Manager information for TATA Digital India Fund
NameSinceTenure
Meeta Shetty9 Mar 211.82 Yr.
Venkat Samala26 Nov 202.1 Yr.

Data below for TATA Digital India Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Technology77.43%
Communication Services10.43%
Industrials3.95%
Consumer Cyclical1.5%
Asset Allocation
Asset ClassValue
Cash6.69%
Equity93.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
26%₹1,793 Cr10,964,598
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
17%₹1,161 Cr3,423,371
↑ 730,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
9%₹646 Cr5,765,373
↑ 250,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL
8%₹511 Cr6,019,200
LTIMindtree Ltd (Technology)
Equity, Since 28 Feb 21 | LTIM
7%₹448 Cr925,479
↓ -6,839
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
6%₹440 Cr4,087,094
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 507685
3%₹204 Cr5,013,632
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
2%₹106 Cr254,212
↓ -75,000
Cyient Ltd (Industrials)
Equity, Since 28 Feb 21 | CYIENT
2%₹103 Cr1,230,889
↑ 50,000
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Aug 20 | NAUKRI
1%₹78 Cr194,830

8. Kotak Small Cap Fund

(Erstwhile Kotak Midcap Scheme)

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

Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.7% since its launch.  Ranked 23 in Small Cap category.  Return for 2022 was -3.1% , 2021 was 70.9% and 2020 was 34.2% .

Below is the key information for Kotak Small Cap Fund

Kotak Small Cap Fund
Growth
Launch Date 24 Feb 05
NAV (27 Jan 23) ₹158.504 ↓ -1.35   (-0.85 %)
Net Assets (Cr) ₹8,498 on 31 Dec 22
Category Equity - Small Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio -0.49
Information Ratio 0.57
Alpha Ratio -3.22
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹8,270
31 Dec 19₹8,687
31 Dec 20₹11,659
31 Dec 21₹19,930
31 Dec 22₹19,317

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 ₹426,080.
Net Profit of ₹126,080
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 27 Jan 23

DurationReturns
1 Month -1.8%
3 Month -3.8%
6 Month 1.7%
1 Year -1.4%
3 Year 25.8%
5 Year 13.7%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -3.1%
2021 70.9%
2020 34.2%
2019 5%
2018 -17.3%
2017 44%
2016 8.9%
2015 7.4%
2014 74%
2013 -4.9%
Fund Manager information for Kotak Small Cap Fund
NameSinceTenure
Pankaj Tibrewal21 Jan 1012.95 Yr.
Arjun Khanna30 Apr 220.67 Yr.

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

Equity Sector Allocation
SectorValue
Industrials33.74%
Consumer Cyclical26.81%
Basic Materials20.27%
Financial Services5.22%
Health Care3.63%
Technology3.39%
Real Estate1.34%
Consumer Defensive1.28%
Energy0.28%
Asset Allocation
Asset ClassValue
Cash3.32%
Equity96.68%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | CARBORUNIV
4%₹357 Cr4,186,972
Century Plyboards (India) Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 532548
4%₹305 Cr5,620,490
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI
3%₹279 Cr1,440,380
Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | GALAXYSURF
3%₹278 Cr992,909
Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT
3%₹256 Cr3,061,007
↑ 78,061
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | SFL
3%₹249 Cr963,836
Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO
3%₹243 Cr1,978,982
Supreme Industries Ltd (Industrials)
Equity, Since 31 May 14 | 509930
3%₹241 Cr988,175
↓ -2,595
Garware Technical Fibres Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | GARFIBRES
3%₹238 Cr700,383
↑ 20,595
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Aug 11 | SOLARINDS
2%₹207 Cr533,840
↓ -6,101

9. ICICI Prudential Infrastructure Fund

To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments.

ICICI Prudential Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 14.1% since its launch.  Ranked 27 in Sectoral category.  Return for 2022 was 28.8% , 2021 was 50.1% and 2020 was 3.6% .

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund
Growth
Launch Date 31 Aug 05
NAV (27 Jan 23) ₹98.97 ↓ -1.50   (-1.49 %)
Net Assets (Cr) ₹2,273 on 31 Dec 22
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.32
Sharpe Ratio 1.42
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 17₹10,000
31 Dec 18₹8,604
31 Dec 19₹8,823
31 Dec 20₹9,141
31 Dec 21₹13,718
31 Dec 22₹17,673

ICICI Prudential Infrastructure 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 ICICI Prudential Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 23

DurationReturns
1 Month -1.1%
3 Month 3.6%
6 Month 17%
1 Year 20.6%
3 Year 24.4%
5 Year 11.3%
10 Year
15 Year
Since launch 14.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 28.8%
2021 50.1%
2020 3.6%
2019 2.6%
2018 -14%
2017 40.8%
2016 2%
2015 -3.4%
2014 56.2%
2013 -5%
Fund Manager information for ICICI Prudential Infrastructure Fund
NameSinceTenure
Ihab Dalwai3 Jun 175.58 Yr.
Sharmila D’mello30 Jun 220.51 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Industrials31.47%
Financial Services24.63%
Utility12.66%
Energy9.69%
Basic Materials7.05%
Communication Services6.78%
Consumer Cyclical1.51%
Asset Allocation
Asset ClassValue
Cash5.34%
Equity93.78%
Debt0.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555
9%₹208 Cr12,079,890
↑ 379,890
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT
9%₹197 Cr950,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 16 | BHARTIARTL
7%₹153 Cr1,800,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 17 | 500312
6%₹126 Cr8,900,534
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK
5%₹117 Cr730,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFC
4%₹89 Cr330,000
Kalpataru Power Transmission Ltd (Industrials)
Equity, Since 30 Sep 06 | KALPATPOWR
4%₹81 Cr1,600,000
↓ -88,700
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215
3%₹69 Cr770,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 16 | SBIN
3%₹60 Cr1,000,000
NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC
2%₹51 Cr6,170,863

10. 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 19.6% since its launch.  Ranked 4 in Small Cap category.  Return for 2022 was 8.1% , 2021 was 47.6% and 2020 was 33.6% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (27 Jan 23) ₹109.775 ↓ -0.95   (-0.86 %)
Net Assets (Cr) ₹15,348 on 31 Dec 22
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 0.27
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
31 Dec 17₹10,000
31 Dec 18₹8,038
31 Dec 19₹8,528
31 Dec 20₹11,395
31 Dec 21₹16,815
31 Dec 22₹18,184

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 ₹405,518.
Net Profit of ₹105,518
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 27 Jan 23

DurationReturns
1 Month -3%
3 Month -4.8%
6 Month 6.8%
1 Year 7%
3 Year 24.2%
5 Year 11.9%
10 Year
15 Year
Since launch 19.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 8.1%
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%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 139.13 Yr.
Mohit Jain25 Aug 220.35 Yr.

Data below for SBI Small Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Industrials34.59%
Consumer Cyclical22.96%
Basic Materials11.98%
Financial Services5.16%
Consumer Defensive4.47%
Health Care3.97%
Communication Services2.22%
Real Estate0.7%
Utility0.14%
Asset Allocation
Asset ClassValue
Cash13.7%
Equity86.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
4%₹576 Cr4,700,000
↑ 8,046
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | LEMONTREE
3%₹505 Cr50,000,000
Vedant Fashions Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 543463
3%₹482 Cr3,525,082
↓ -58,901
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | ELGIEQUIP
3%₹475 Cr10,000,000
Triveni Turbine Ltd (Industrials)
Equity, Since 31 Jan 19 | 533655
3%₹443 Cr15,435,443
Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Mar 19 | FINEORG
3%₹437 Cr700,000
V-Guard Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | VGUARD
3%₹430 Cr17,000,000
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | CARBORUNIV
3%₹421 Cr4,939,842
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | SFL
3%₹405 Cr1,570,000
Timken India Ltd (Industrials)
Equity, Since 31 May 19 | 522113
3%₹392 Cr1,185,709

How to Invest in Mutual Fund SIP Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

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.
How helpful was this page ?
Rated 3.7, based on 11 reviews.
POST A COMMENT