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11 Best performing SIPs for 2019 | Systematic Investment Plan

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11 Best Mutual Funds for SIP 2019

Updated on April 15, 2019 , 22729 views

SIP Mutual Funds (or top 10 SIP Mutual Funds) are funds that adhere to the simple formula of periodic investment to avoid nervous selling during the inevitable ups and downs of the stock market.

Typically, SIP or Systematic Investment plan is an Investing mode to invest money in Mutual Funds. Investing in top 10 SIP Mutual Funds brings a systematic and disciplined approach to your investment. It reduces your effort to manage the SIP investment. Moreover, SIP offers leverage of the Power of Compounding leading to desired returns over time.

Best SIP Plans

There are different Types of Mutual Funds for SIP that include equity, debt, balanced and ultra-short term funds. However, Equity Mutual Funds offer maximum returns when invested via a SIP. Financial advisors suggest that the investors must invest in best mutual funds for SIP basis their investment objectives and the period of SIP investment.

Why Invest in Top Ten SIP Funds?

  • SIPs give a disciplined approach to investing

  • Systematic investing helps in financing the future dream and major goals like- retirement, child's career, purchase of a house/car or any other assets

  • SIPs help in making the most of compounding and are ideal for young investors

  • Systematic Investment Plans minimize the risk of equity fluctuations

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How to Invest in SIP?

Investing money is an art, it can work wonders if done correctly. Now that you know the Best SIP Plans you must know how to invest in SIP as well. We have mentioned the steps to invest in SIP below. Take a look!

1. Analyse your financial goals

Choose a SIP investment suiting your Financial goals. For example, if your goal is short-term (buying a car in 2 years), you should invest in debt mutual fund and if your goal is long-term (retirement in 5-10 years), you should invest in equity Mutual Funds.

2. Choose a timeline of investment

This will ensure that you invest a right amount of money for a right period of time.

3. Decide the amount you wish to invest monthly

As SIP is a monthly investment, you should choose an amount that you will be able to invest monthly without fail. You can also calculate the suitable amount as per your goal using sip calculator or SIP return calculator.

4. Select the best SIP plan

Make a wise investment choice by consulting a financial advisor or by choosing best SIP plans offered by various online investment platforms.

Top 11 SIP Mutual Funds in India FY 19 - 20

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
SBI Small Cap Fund Growth ₹52.3686
↓ -0.03
₹1,604 500 5.25.8-10.517.127.2-19.6
Mirae Asset Emerging Bluechip Fund Growth ₹53.919
↑ 0.35
₹6,444 1,000 7.612.18.120.825.7-5.4
Canara Robeco Emerging Equities Growth ₹94.85
↑ 0.66
₹4,190 1,000 6.610.30.417.624.6-9.3
Reliance Small Cap Fund Growth ₹40.6312
↑ 0.04
₹7,245 100 2.82.1-10.817.124.6-16.7
ICICI Prudential Banking and Financial Services Fund Growth ₹66.48
↑ 0.43
₹2,604 100 7.62011.925.722.8-0.4
DSP BlackRock Small Cap Fund  Growth ₹56.115
↑ 0.27
₹4,672 500 5.34.9-15.39.622.4-25.5
Kotak Emerging Equity Scheme Growth ₹39.197
↑ 0.28
₹3,535 1,000 6.110.5-4.614.422.3-11.7
L&T Midcap Fund Growth ₹135.86
↑ 0.21
₹3,733 500 35.3-6.717.122.2-12
Franklin Build India Fund Growth ₹43.0682
↑ 0.23
₹1,122 500 8.716.26.915.222-10.7
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹29.55
↑ 0.41
₹1,533 1,000 9.216.46.72121.6-2.4
Principal Emerging Bluechip Fund Growth ₹104.66
↑ 0.54
₹2,006 500 4.46.2-4.41621.2-11
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 19
*List of best mutual funds SIP's having Net Assets/ AUM more than 200 Crore in Equity Category of mutual funds ordered based on 5 year CAGR returns.

1. 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 18.8% since its launch.  Ranked 4 in Small Cap category.  Return for 2018 was -19.6% , 2017 was 78.7% and 2016 was 1.3% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (16 Apr 19) ₹52.3686 ↓ -0.03   (-0.05 %)
Net Assets (Cr) ₹1,604 on 28 Feb 19
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.64
Sharpe Ratio -1.06
Information Ratio 0.6
Alpha Ratio 2.91
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 Mar 14₹10,000
31 Mar 15₹18,990
31 Mar 16₹20,634
31 Mar 17₹26,964
31 Mar 18₹36,249
31 Mar 19₹34,294

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 ₹598,181.
Net Profit of ₹298,181
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 16 Apr 19

DurationReturns
1 Month 2.2%
3 Month 5.2%
6 Month 5.8%
1 Year -10.5%
3 Year 17.1%
5 Year 27.2%
10 Year
15 Year
Since launch 18.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -19.6%
2017 78.7%
2016 1.3%
2015 20.6%
2014 110.7%
2013 7.8%
2012 31.9%
2011 -24.3%
2010 19%
2009
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 135.21 Yr.

Data below for SBI Small Cap Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Industrials24.19%
Consumer Cyclical21.68%
Basic Materials16.36%
Financial Services14.63%
Consumer Defensive10.69%
Technology3.11%
Health Care2.74%
Utility2.61%
Real Estate1.15%
Asset Allocation
Asset ClassValue
Cash1.93%
Equity98.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
5%₹93 Cr1,077,439
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | 542141
5%₹88 Cr3,219,793
↑ 1,500,000
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 540203
4%₹76 Cr600,000
↑ 600,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | HDFCBANK
4%₹72 Cr310,000
Relaxo Footwears Ltd (Consumer Cyclical)
Equity, Since 30 Nov 13 | 530517
4%₹69 Cr900,000
↑ 520,543
Kewal Kiran Clothing Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | 532732
4%₹68 Cr525,470
Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 542399
3%₹60 Cr1,790,280
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Dec 18 | 500103
3%₹59 Cr7,900,000
Indostar Capital Finance Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 18 | 541336
3%₹58 Cr1,400,000
Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 531531
3%₹54 Cr759,315

2. Mirae Asset Emerging Bluechip Fund

The investment objective of the scheme is to generate income and capital appreciation from a portfolio primarily investing in Indian equities and equity related securities of large cap and mid cap companies at the time of investment. From time to time, the fund manager may also seek participation in other Indian equity and equity related securities to achieve optimal Portfolio construction. The Scheme does not guarantee or assure any returns.

Mirae Asset Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 9 Jul 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.2% since its launch.  Return for 2018 was -5.4% , 2017 was 49% and 2016 was 12.2% .

Below is the key information for Mirae Asset Emerging Bluechip Fund

Mirae Asset Emerging Bluechip Fund
Growth
Launch Date 9 Jul 10
NAV (16 Apr 19) ₹53.919 ↑ 0.35   (0.66 %)
Net Assets (Cr) ₹6,444 on 28 Feb 19
Category Equity - Large & Mid Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2.26
Sharpe Ratio -0.23
Information Ratio 1.03
Alpha Ratio 2.75
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 Mar 14₹10,000
31 Mar 15₹17,038
31 Mar 16₹17,344
31 Mar 17₹24,790
31 Mar 18₹27,686
31 Mar 19₹31,085

Mirae Asset Emerging Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for Mirae Asset Emerging Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 19

DurationReturns
1 Month 2.8%
3 Month 7.6%
6 Month 12.1%
1 Year 8.1%
3 Year 20.8%
5 Year 25.7%
10 Year
15 Year
Since launch 21.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -5.4%
2017 49%
2016 12.2%
2015 14.1%
2014 84.6%
2013 8.6%
2012 45.6%
2011 -15.2%
2010
2009
Fund Manager information for Mirae Asset Emerging Bluechip Fund
NameSinceTenure
Neelesh Surana9 Jul 108.57 Yr.
Ankit Jain31 Jan 190 Yr.

Data below for Mirae Asset Emerging Bluechip Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services32.92%
Consumer Cyclical14.18%
Health Care10.57%
Basic Materials9.63%
Technology8.49%
Industrials8.33%
Energy6.62%
Consumer Defensive5.56%
Utility2.82%
Asset Allocation
Asset ClassValue
Cash0.88%
Equity99.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK
6%₹434 Cr1,872,370
↑ 40,000
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK
5%₹376 Cr9,397,183
↑ 314,993
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
4%₹310 Cr3,985,692
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
4%₹277 Cr2,032,436
↓ -83,285
Bharat Financial Inclusion Ltd (Financial Services)
Equity, Since 30 Sep 16 | BHARATFIN
3%₹226 Cr1,997,896
Voltas Ltd (Industrials)
Equity, Since 31 Dec 14 | VOLTAS
3%₹201 Cr3,191,873
State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN
3%₹200 Cr6,222,648
↓ -70,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
3%₹194 Cr2,611,755
↑ 278,674
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹194 Cr1,453,243
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Dec 15 | TATASTEEL
3%₹185 Cr3,551,529
↓ -166,433

3. Canara Robeco Emerging Equities

To generate capital appreciation by primarily investing in diversified mid cap stocks. However, there can be no assurance that the investment objective of the scheme will be realized.

Canara Robeco Emerging Equities is a Equity - Large & Mid Cap fund was launched on 11 Mar 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.3% since its launch.  Ranked 10 in Large & Mid Cap category.  Return for 2018 was -9.3% , 2017 was 52.1% and 2016 was 2.6% .

Below is the key information for Canara Robeco Emerging Equities

Canara Robeco Emerging Equities
Growth
Launch Date 11 Mar 05
NAV (16 Apr 19) ₹94.85 ↑ 0.66   (0.70 %)
Net Assets (Cr) ₹4,190 on 28 Feb 19
Category Equity - Large & Mid Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.43
Sharpe Ratio -0.48
Information Ratio 0.6
Alpha Ratio -1.23
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 Mar 14₹10,000
31 Mar 15₹18,610
31 Mar 16₹17,999
31 Mar 17₹24,933
31 Mar 18₹28,699
31 Mar 19₹30,041

Canara Robeco Emerging Equities 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 Canara Robeco Emerging Equities

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 19

DurationReturns
1 Month 2%
3 Month 6.6%
6 Month 10.3%
1 Year 0.4%
3 Year 17.6%
5 Year 24.6%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -9.3%
2017 52.1%
2016 2.6%
2015 13.1%
2014 96%
2013 3.2%
2012 48.9%
2011 -22.3%
2010 28.3%
2009 112.4%
Fund Manager information for Canara Robeco Emerging Equities
NameSinceTenure
Krishna Sanghavi16 Oct 180.37 Yr.
Miyush Gandhi2 Jul 180.66 Yr.

Data below for Canara Robeco Emerging Equities as on 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services33.23%
Consumer Cyclical13.63%
Technology10.99%
Industrials10.95%
Basic Materials10.49%
Health Care5.71%
Consumer Defensive4.75%
Energy3.95%
Utility3.67%
Asset Allocation
Asset ClassValue
Cash2.62%
Equity97.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹281 Cr7,014,000
↓ -225,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFCBANK
6%₹276 Cr1,189,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
4%₹184 Cr2,362,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 17 | RELIANCE
4%₹182 Cr1,333,000
↓ -65,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 18 | SBIN
3%₹157 Cr4,883,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
3%₹147 Cr1,971,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | KOTAKBANK
3%₹139 Cr1,043,000
↓ -67,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 17 | LT
3%₹134 Cr969,000
Treps
CBLO/Reverse Repo | -
3%₹125 Cr
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | ITC
2%₹113 Cr3,801,000

4. Reliance 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.

Reliance 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 17.7% since its launch.  Ranked 6 in Small Cap category.  Return for 2018 was -16.7% , 2017 was 63% and 2016 was 5.6% .

Below is the key information for Reliance Small Cap Fund

Reliance Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (16 Apr 19) ₹40.6312 ↑ 0.04   (0.09 %)
Net Assets (Cr) ₹7,245 on 28 Feb 19
Category Equity - Small Cap
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio -1.12
Information Ratio 1.38
Alpha Ratio 1.72
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 Mar 14₹10,000
31 Mar 15₹17,981
31 Mar 16₹18,137
31 Mar 17₹25,794
31 Mar 18₹32,319
31 Mar 19₹30,053

Reliance 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 ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for Reliance 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 16 Apr 19

DurationReturns
1 Month 1.6%
3 Month 2.8%
6 Month 2.1%
1 Year -10.8%
3 Year 17.1%
5 Year 24.6%
10 Year
15 Year
Since launch 17.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
2014 97.6%
2013 11.9%
2012 41.9%
2011 -25%
2010
2009
Fund Manager information for Reliance Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 172.08 Yr.

Data below for Reliance Small Cap Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Basic Materials19.08%
Industrials16.99%
Consumer Cyclical13.59%
Technology12.6%
Financial Services11.67%
Consumer Defensive7.35%
Health Care5.03%
Utility1.52%
Energy0.72%
Asset Allocation
Asset ClassValue
Cash8.9%
Equity90.84%
Other0.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 16 | 506401
2%₹195 Cr7,130,193
VIP Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | 507880
2%₹179 Cr3,699,218
↑ 172,300
HOUSING DEVELOPMENT FINANCE CORPORATION LIMITED
Commercial Paper | -
2%₹167 Cr3,500
Zydus Wellness Ltd (Consumer Defensive)
Equity, Since 31 Aug 16 | 531335
2%₹159 Cr1,217,359
Orient Electric Ltd Ordinary Shares (Technology)
Equity, Since 31 May 18 | 541301
2%₹157 Cr10,327,648
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | 532504
2%₹156 Cr2,210,504
HOUSING DEVELOPMENT FINANCE CORPORATION LIMITED
Commercial Paper | -
2%₹143 Cr3,000
Vindhya Telelinks Ltd (Technology)
Equity, Since 30 Nov 14 | 517015
2%₹142 Cr1,016,415
Cyient Ltd (Technology)
Equity, Since 31 Mar 12 | CYIENT
2%₹138 Cr2,123,797
Carborundum Universal Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 513375
2%₹128 Cr3,115,372

5. ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund is an Open-ended equity scheme that seeks to generate long-term capital appreciation to unitholders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. However, there can be no assurance that the investment objective of the Scheme will be realized.

ICICI Prudential Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 22 Aug 08. It is a fund with High risk and has given a CAGR/Annualized return of 19.5% since its launch.  Return for 2018 was -0.4% , 2017 was 45.1% and 2016 was 21.1% .

Below is the key information for ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund
Growth
Launch Date 22 Aug 08
NAV (16 Apr 19) ₹66.48 ↑ 0.43   (0.65 %)
Net Assets (Cr) ₹2,604 on 28 Feb 19
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio -0.1
Information Ratio 0.03
Alpha Ratio -8.73
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 Mar 14₹10,000
31 Mar 15₹15,207
31 Mar 16₹13,705
31 Mar 17₹21,552
31 Mar 18₹23,805
31 Mar 19₹27,313

ICICI Prudential Banking and Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for ICICI Prudential Banking and Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 19

DurationReturns
1 Month 4.2%
3 Month 7.6%
6 Month 20%
1 Year 11.9%
3 Year 25.7%
5 Year 22.8%
10 Year
15 Year
Since launch 19.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -0.4%
2017 45.1%
2016 21.1%
2015 -7.2%
2014 69%
2013 -2.6%
2012 72.2%
2011 -31.6%
2010 32.8%
2009 77.6%
Fund Manager information for ICICI Prudential Banking and Financial Services Fund
NameSinceTenure
Priyanka Khandelwal15 Jun 171.71 Yr.
Roshan Chutkey29 Jan 181.08 Yr.

Data below for ICICI Prudential Banking and Financial Services Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services91.25%
Asset Allocation
Asset ClassValue
Cash12.56%
Equity86.85%
Other0.59%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | ICICIBANK
13%₹407 Cr10,167,356
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
9%₹286 Cr8,913,537
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
9%₹276 Cr1,189,734
Bank of Baroda (Financial Services)
Equity, Since 31 May 17 | 532134
7%₹210 Cr16,333,758
↑ 1,095,535
Treps
CBLO/Reverse Repo | -
6%₹171 Cr
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532978
5%₹155 Cr220,497
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 18 | M&MFIN
5%₹139 Cr3,297,475
↑ 695,527
Net Current Assets
Net Current Assets | -
4%₹136 Cr
Nifty Bank
- | -
4%-₹134 Cr43,760
↑ 43,760
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 14 | 533398
3%₹102 Cr1,662,779

6. 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 15.7% since its launch.  Ranked 7 in Small Cap category.  Return for 2018 was -25.5% , 2017 was 42.8% and 2016 was 12.7% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (16 Apr 19) ₹56.115 ↑ 0.27   (0.49 %)
Net Assets (Cr) ₹4,672 on 28 Feb 19
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio -1.43
Information Ratio -0.28
Alpha Ratio -4.38
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
31 Mar 14₹10,000
31 Mar 15₹19,783
31 Mar 16₹20,412
31 Mar 17₹28,890
31 Mar 18₹31,246
31 Mar 19₹28,044

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 ₹530,691.
Net Profit of ₹230,691
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 16 Apr 19

DurationReturns
1 Month 1.9%
3 Month 5.3%
6 Month 4.9%
1 Year -15.3%
3 Year 9.6%
5 Year 22.4%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -25.5%
2017 42.8%
2016 12.7%
2015 20.4%
2014 101.8%
2013 3.8%
2012 40.5%
2011 -27.2%
2010 43.9%
2009 115.8%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 108.62 Yr.
Jay Kothari1 Mar 135.92 Yr.
Resham Jain16 Mar 180.88 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 28 Feb 19

Equity Sector Allocation
SectorValue
Consumer Cyclical30.56%
Basic Materials27.73%
Financial Services8.51%
Health Care8.35%
Industrials6.29%
Technology4.83%
Consumer Defensive3.45%
Utility2.34%
Asset Allocation
Asset ClassValue
Cash7.95%
Equity92.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
DSP Liquidity Dir Gr
Investment Fund | -
6%₹330 Cr1,235,579
↑ 1,235,579
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
5%₹245 Cr2,499,638
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL
4%₹202 Cr562,666
DCB Bank Ltd (Financial Services)
Equity, Since 31 May 13 | 532772
4%₹185 Cr9,022,562
Aarti Industries Ltd (Basic Materials)
Equity, Since 31 Jan 15 | 524208
3%₹175 Cr1,111,289
SRF Ltd (Consumer Cyclical)
Equity, Since 30 Nov 13 | SRF
3%₹158 Cr657,850
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 10 | 533758
3%₹145 Cr1,003,322
Finolex Cables Ltd (Technology)
Equity, Since 31 Mar 14 | FINCABLES
3%₹135 Cr2,839,687
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 532889
2%₹130 Cr2,256,550
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | 532509
2%₹129 Cr5,263,015

7. Kotak Emerging Equity Scheme

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.

Kotak Emerging Equity Scheme is a Equity - Mid Cap fund was launched on 30 Mar 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12% since its launch.  Ranked 12 in Mid Cap category.  Return for 2018 was -11.7% , 2017 was 43% and 2016 was 10.4% .

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme
Growth
Launch Date 30 Mar 07
NAV (16 Apr 19) ₹39.197 ↑ 0.28   (0.72 %)
Net Assets (Cr) ₹3,535 on 28 Feb 19
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.39
Sharpe Ratio -0.72
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-2 Years (1%),2 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 14₹10,000
31 Mar 15₹18,334
31 Mar 16₹17,918
31 Mar 17₹25,006
31 Mar 18₹27,758
31 Mar 19₹27,695

Kotak Emerging Equity Scheme SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Kotak Emerging Equity Scheme

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 19

DurationReturns
1 Month 2.7%
3 Month 6.1%
6 Month 10.5%
1 Year -4.6%
3 Year 14.4%
5 Year 22.3%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -11.7%
2017 43%
2016 10.4%
2015 8.4%
2014 87.3%
2013 -5.1%
2012 48%
2011 -26.6%
2010 21.2%
2009 77.7%
Fund Manager information for Kotak Emerging Equity Scheme
NameSinceTenure
Pankaj Tibrewal21 Jun 108.62 Yr.

Data below for Kotak Emerging Equity Scheme as on 28 Feb 19

Equity Sector Allocation
SectorValue
Basic Materials23.35%
Financial Services20.02%
Consumer Cyclical16.29%
Industrials13.64%
Health Care7.57%
Consumer Defensive4.74%
Technology4.51%
Utility2.61%
Real Estate1.6%
Asset Allocation
Asset ClassValue
Cash1.16%
Equity98.84%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd.
Equity, Since 31 Mar 19 | -
4%₹172 Cr
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Aug 13 | RAMCOCEM
3%₹139 Cr1,895,467
↓ -159,827
Schaeffler India Ltd (Industrials)
Equity, Since 31 Mar 14 | SCHAEFFLER
3%₹132 Cr239,125
↑ 15,255
PI Industries Ltd (Basic Materials)
Equity, Since 30 Apr 18 | PIIND
3%₹131 Cr1,271,926
↑ 17,461
Bharat Financial Inclusion Ltd (Financial Services)
Equity, Since 31 May 18 | BHARATFIN
3%₹125 Cr1,101,796
RBL Bank Ltd (Financial Services)
Equity, Since 31 May 17 | RBLBANK
3%₹122 Cr1,786,133
↓ -175,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 540611
3%₹121 Cr2,029,144
↑ 434,672
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 509930
3%₹116 Cr1,039,448
↑ 28,371
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 15 | ATUL
3%₹113 Cr316,341
↑ 8,454
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 13 | 506395
3%₹103 Cr2,023,003
↑ 100,064

8. L&T Midcap Fund

To generate capital appreciation by investing primarily in midcap stocks. The scheme will invest primarily in companies whose market capitalization falls between the highest and the lowest constituent of the Nifty Free Float Midcap 100.

L&T Midcap Fund is a Equity - Mid Cap fund was launched on 9 Aug 04. It is a fund with High risk and has given a CAGR/Annualized return of 19.4% since its launch.  Ranked 5 in Mid Cap category.  Return for 2018 was -12% , 2017 was 52.3% and 2016 was 9.8% .

Below is the key information for L&T Midcap Fund

L&T Midcap Fund
Growth
Launch Date 9 Aug 04
NAV (16 Apr 19) ₹135.86 ↑ 0.21   (0.15 %)
Net Assets (Cr) ₹3,733 on 28 Feb 19
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.69
Sharpe Ratio -0.95
Information Ratio 0.74
Alpha Ratio -3.45
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 Mar 14₹10,000
31 Mar 15₹17,397
31 Mar 16₹16,706
31 Mar 17₹23,647
31 Mar 18₹28,067
31 Mar 19₹27,359

L&T Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for L&T Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 19

DurationReturns
1 Month 3.2%
3 Month 3%
6 Month 5.3%
1 Year -6.7%
3 Year 17.1%
5 Year 22.2%
10 Year
15 Year
Since launch 19.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -12%
2017 52.3%
2016 9.8%
2015 10.8%
2014 81.6%
2013 5.6%
2012 38.1%
2011 -29.4%
2010 22.1%
2009 111.3%
Fund Manager information for L&T Midcap Fund
NameSinceTenure
S.N. Lahiri22 Jun 135.61 Yr.
Vihang Naik28 Jun 162.6 Yr.

Data below for L&T Midcap Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services22.18%
Basic Materials20.16%
Consumer Cyclical14.9%
Industrials12.82%
Health Care7.75%
Consumer Defensive3.94%
Real Estate3.75%
Technology3.28%
Utility0.91%
Energy0.76%
Asset Allocation
Asset ClassValue
Cash8.9%
Equity90.93%
Debt0%
Other0.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
9%₹391 Cr
RBL Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | RBLBANK
4%₹166 Cr2,445,200
↑ 321,200
City Union Bank Ltd (Financial Services)
Equity, Since 31 Mar 18 | CUB
4%₹157 Cr7,661,900
↑ 1,515,200
Emami Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 531162
3%₹114 Cr2,843,300
↑ 367,300
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Sep 12 | RAMCOCEM
2%₹101 Cr1,368,200
↑ 177,600
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | CHOLAFIN
2%₹90 Cr621,000
↑ 15,000
Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 18 | TORNTPHARM
2%₹88 Cr449,700
EIH Ltd (Consumer Cyclical)
Equity, Since 31 May 17 | 500840
2%₹86 Cr4,199,700
↑ 627,020
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 500850
2%₹86 Cr5,560,000
↑ 277,700
ACC Ltd (Basic Materials)
Equity, Since 30 Jun 18 | 500410
2%₹83 Cr499,000

9. Franklin Build India Fund

The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities.

Franklin Build India Fund is a Equity - Sectoral fund was launched on 4 Sep 09. It is a fund with High risk and has given a CAGR/Annualized return of 16.4% since its launch.  Ranked 4 in Sectoral category.  Return for 2018 was -10.7% , 2017 was 43.3% and 2016 was 8.4% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (16 Apr 19) ₹43.0682 ↑ 0.23   (0.54 %)
Net Assets (Cr) ₹1,122 on 28 Feb 19
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.73
Sharpe Ratio -0.71
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 Mar 14₹10,000
31 Mar 15₹18,495
31 Mar 16₹17,275
31 Mar 17₹22,506
31 Mar 18₹24,839
31 Mar 19₹26,922

Franklin Build 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 ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for Franklin Build 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 16 Apr 19

DurationReturns
1 Month 3.4%
3 Month 8.7%
6 Month 16.2%
1 Year 6.9%
3 Year 15.2%
5 Year 22%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -10.7%
2017 43.3%
2016 8.4%
2015 2.1%
2014 93.8%
2013 6.1%
2012 39.9%
2011 -24.6%
2010 11.9%
2009
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Anand Radhakrishnan4 Sep 099.58 Yr.
Roshi Jain4 Sep 099.58 Yr.
Srikesh Nair1 Dec 153.33 Yr.

Data below for Franklin Build India Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services35.2%
Energy12.62%
Basic Materials12.5%
Industrials8.67%
Utility7.09%
Communication Services5.88%
Technology4.66%
Consumer Cyclical3.89%
Real Estate2.43%
Asset Allocation
Asset ClassValue
Equity93.37%
Other6.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
10%₹122 Cr3,800,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
10%₹120 Cr3,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
7%₹93 Cr400,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
7%₹85 Cr1,100,000
Call, Cash & Other Assets
Receivables | -
7%₹83 Cr
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
5%₹67 Cr2,000,000
Indian Oil Corp Ltd (Energy)
Equity, Since 30 Apr 16 | IOC
5%₹65 Cr4,000,000
↓ -478,673
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 16 | 500547
4%₹56 Cr1,400,000
↓ -200,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
3%₹40 Cr3,000,000
KEI Industries Ltd (Technology)
Equity, Since 31 Dec 15 | 517569
3%₹38 Cr900,000
↓ -71,481

10. Aditya Birla Sun Life Banking And Financial Services Fund

The primary investment objective of the Scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Aditya Birla Sun Life Banking And Financial Services Fund is a Equity - Sectoral fund was launched on 14 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 22.5% since its launch.  Ranked 3 in Sectoral category.  Return for 2018 was -2.4% , 2017 was 47.6% and 2016 was 15.7% .

Below is the key information for Aditya Birla Sun Life Banking And Financial Services Fund

Aditya Birla Sun Life Banking And Financial Services Fund
Growth
Launch Date 14 Dec 13
NAV (16 Apr 19) ₹29.55 ↑ 0.41   (1.41 %)
Net Assets (Cr) ₹1,533 on 28 Feb 19
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.64
Sharpe Ratio -0.13
Information Ratio -0.32
Alpha Ratio -11.28
Min Investment 1,000
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 Mar 14₹10,000
31 Mar 15₹14,884
31 Mar 16₹14,456
31 Mar 17₹20,918
31 Mar 18₹23,476
31 Mar 19₹26,266

Aditya Birla Sun Life Banking And Financial Services 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 Aditya Birla Sun Life Banking And Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 19

DurationReturns
1 Month 3.5%
3 Month 9.2%
6 Month 16.4%
1 Year 6.7%
3 Year 21%
5 Year 21.6%
10 Year
15 Year
Since launch 22.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -2.4%
2017 47.6%
2016 15.7%
2015 -0.5%
2014 65.8%
2013
2012
2011
2010
2009
Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
NameSinceTenure
Satyabrata Mohanty14 Dec 135.13 Yr.
Dhaval Gala26 Aug 153.44 Yr.

Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services98.17%
Asset Allocation
Asset ClassValue
Cash1.83%
Equity98.17%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK
17%₹295 Cr1,271,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK
13%₹227 Cr5,670,190
State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN
9%₹154 Cr4,798,080
↑ 1,157,080
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
7%₹122 Cr1,574,000
Bandhan Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | 541153
7%₹122 Cr2,319,500
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
5%₹95 Cr312,931
Bharat Financial Inclusion Ltd (Financial Services)
Equity, Since 31 May 14 | BHARATFIN
5%₹94 Cr832,607
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | KOTAKBANK
5%₹87 Cr650,000
L&T Finance Holdings Ltd (Financial Services)
Equity, Since 31 Aug 16 | 533519
5%₹86 Cr5,663,000
DCB Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | 532772
3%₹58 Cr2,845,828
↓ -274,000

11. Principal Emerging Bluechip Fund

The primary objective of the Scheme is to achieve long-term capital appreciation by investing in equity & equity related instruments of mid cap & small cap companies.

Principal Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 12 Nov 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 25.3% since its launch.  Ranked 1 in Large & Mid Cap category.  Return for 2018 was -11% , 2017 was 49.1% and 2016 was 11.2% .

Below is the key information for Principal Emerging Bluechip Fund

Principal Emerging Bluechip Fund
Growth
Launch Date 12 Nov 08
NAV (16 Apr 19) ₹104.66 ↑ 0.54   (0.52 %)
Net Assets (Cr) ₹2,006 on 28 Feb 19
Category Equity - Large & Mid Cap
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.52
Sharpe Ratio -0.74
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 Mar 14₹10,000
31 Mar 15₹17,137
31 Mar 16₹16,225
31 Mar 17₹22,588
31 Mar 18₹25,941
31 Mar 19₹26,018

Principal Emerging Bluechip 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 Principal Emerging Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 19

DurationReturns
1 Month 1.9%
3 Month 4.4%
6 Month 6.2%
1 Year -4.4%
3 Year 16%
5 Year 21.2%
10 Year
15 Year
Since launch 25.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -11%
2017 49.1%
2016 11.2%
2015 6%
2014 80.2%
2013 5.8%
2012 55%
2011 -34.7%
2010 19.7%
2009 147.3%
Fund Manager information for Principal Emerging Bluechip Fund
NameSinceTenure
Dhimant Shah1 Jun 117.68 Yr.

Data below for Principal Emerging Bluechip Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services27.38%
Consumer Cyclical17.5%
Basic Materials11.68%
Industrials11.55%
Technology9.12%
Health Care6.53%
Consumer Defensive5.64%
Energy3.87%
Utility3.36%
Asset Allocation
Asset ClassValue
Cash3.18%
Equity96.63%
Debt0.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 17 | HDFCBANK
5%₹109 Cr468,000
↑ 20,520
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK
3%₹68 Cr1,692,900
↑ 62,100
Treps 02-Apr-2019
CBLO/Reverse Repo | -
3%₹65 Cr
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
3%₹60 Cr438,000
↑ 3,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
2%₹51 Cr168,900
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | KOTAKBANK
2%₹50 Cr378,000
↓ -7,200
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 500825
2%₹50 Cr161,108
AIA Engineering Ltd (Industrials)
Equity, Since 31 May 14 | AIAENG
2%₹44 Cr247,500
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
2%₹42 Cr210,900
Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Oct 09 | TORNTPHARM
2%₹41 Cr208,890
↑ 690

In conclusion, the investors are suggested to invest in the SIP plans of their choice. The above-mentioned Top 10 Mutual Funds are suitable for investors of all kind. So, either you are a high-risk investor or a relatively lower one, the above-mentioned SIP funds are the Best Mutual Funds to Invest. Don’t wait, invest now!

Parameters to Consider While Investing in Best Systematic Investment Plans

To evaluate best performing SIP Funds, let’s know the factors that one must consider before investing.

Factors-Determining-top-10-sip

Quantitative Factors to Invest in Top SIP

The quantitative factors that one must consider before investing via SIP include performance rating (as per CRISIL, Value Research etc.), fund age, past returns and fund volatility, expense ratio and exit load.

Qualitative Factors to Invest in Top SIP

Qualitative key statistics to analyse include the track record of the fund manager, reputation of the fund house and the investment process of the SIP fund.

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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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