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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 February 16, 2019 , 11989 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.

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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

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 ₹46.9254
↑ 0.44
₹1,438 500 -5.6-15.1-19.715.927.9-19.6
Canara Robeco Emerging Equities Growth ₹85.49
↑ 0.11
₹4,064 1,000 -2.4-12.6-7.917.725.7-9.3
Mirae Asset Emerging Bluechip Fund Growth ₹47.81
↓ -0.07
₹6,340 1,000 -3.1-7.6-2.720.125.4-5.4
Reliance Small Cap Fund Growth ₹35.664
↑ 0.09
₹7,461 100 -10.4-17.9-21.115.824.9-16.7
ICICI Prudential Banking and Financial Services Fund Growth ₹56.52
↑ 0.30
₹2,695 100 -2.9-10.8-3.323.322.9-0.4
L&T Midcap Fund Growth ₹121.26
↑ 0.63
₹3,685 500 -7.4-14.9-14.21622.6-12
Kotak Emerging Equity Scheme Growth ₹34.565
↑ 0.08
₹3,494 1,000 -4.3-12.9-121422.3-11.7
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹25.48
↑ 0.03
₹1,613 1,000 -2.3-17.4-3.820.321.8-2.4
DSP BlackRock Small Cap Fund  Growth ₹48.887
↑ 0.08
₹4,910 500 -8.4-17.5-25.69.421.8-25.5
Franklin Build India Fund Growth ₹36.817
↑ 0.18
₹1,165 500 -5.3-10-10.513.721.5-10.7
Principal Emerging Bluechip Fund Growth ₹94.17
↑ 0.04
₹2,054 500 -5.8-15.1-11.81721.4-11
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Feb 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 17.8% 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 (19 Feb 19) ₹46.9254 ↑ 0.44   (0.94 %)
Net Assets (Cr) ₹1,438 on 31 Dec 18
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.64
Sharpe Ratio -1.07
Information Ratio 0.65
Alpha Ratio 1.75
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 Jan 14₹10,000
31 Jan 15₹22,258
31 Jan 16₹23,309
31 Jan 17₹27,739
31 Jan 18₹45,468
31 Jan 19₹35,549

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 19 Feb 19

DurationReturns
1 Month -5.5%
3 Month -5.6%
6 Month -15.1%
1 Year -19.7%
3 Year 15.9%
5 Year 27.9%
10 Year
15 Year
Since launch 17.8%
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 134.96 Yr.

Data below for SBI Small Cap Fund as on 31 Dec 18

Equity Sector Allocation
SectorValue
Industrials25.57%
Consumer Cyclical17.72%
Basic Materials15.02%
Financial Services14.95%
Consumer Defensive11.62%
Technology3.21%
Health Care3.04%
Real Estate1.42%
Asset Allocation
Asset ClassValue
Cash6.33%
Equity93.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
5%₹76 Cr1,077,439
Treps
CBLO/Reverse Repo | -
5%₹73 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | HDFCBANK
4%₹64 Cr310,000
Kewal Kiran Clothing Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | 532732
4%₹63 Cr525,470
↑ 295,470
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Dec 18 | 500103
3%₹51 Cr7,900,000
Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 531531
3%₹50 Cr759,315
Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | -
3%₹50 Cr1,785,729
↑ 1,785,729
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
3%₹45 Cr750,748
↑ 37,798
Indostar Capital Finance Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 18 | 541336
3%₹44 Cr1,400,000
Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 540935
3%₹44 Cr390,000
↑ 150,000

2. 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 16.6% 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 (19 Feb 19) ₹85.49 ↑ 0.11   (0.13 %)
Net Assets (Cr) ₹4,064 on 31 Dec 18
Category Equity - Large & Mid Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.43
Sharpe Ratio -0.64
Information Ratio -0.17
Alpha Ratio -4
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 Jan 14₹10,000
31 Jan 15₹21,594
31 Jan 16₹21,438
31 Jan 17₹25,953
31 Jan 18₹35,641
31 Jan 19₹32,535

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 ₹570,326.
Net Profit of ₹270,326
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 19 Feb 19

DurationReturns
1 Month -3.8%
3 Month -2.4%
6 Month -12.6%
1 Year -7.9%
3 Year 17.7%
5 Year 25.7%
10 Year
15 Year
Since launch 16.6%
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 180.21 Yr.
Miyush Gandhi2 Jul 180.5 Yr.

Data below for Canara Robeco Emerging Equities as on 31 Dec 18

Equity Sector Allocation
SectorValue
Financial Services33.06%
Technology12.26%
Consumer Cyclical11.14%
Basic Materials10.37%
Industrials10.11%
Consumer Defensive5.69%
Utility4.78%
Health Care4.67%
Energy4.19%
Asset Allocation
Asset ClassValue
Cash2.87%
Equity97.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹264 Cr7,239,000
↑ 1,558,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFCBANK
6%₹247 Cr1,189,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 17 | RELIANCE
4%₹172 Cr1,398,000
↑ 275,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
4%₹171 Cr2,362,000
↓ -180,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
4%₹148 Cr1,971,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 18 | SBIN
3%₹143 Cr4,883,000
↑ 262,000
Treps
CBLO/Reverse Repo | -
3%₹123 Cr
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 17 | LT
3%₹121 Cr919,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | KOTAKBANK
3%₹121 Cr960,000
↑ 325,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | ITC
3%₹106 Cr3,801,000
↓ -483,000

3. 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 19.9% 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 (19 Feb 19) ₹47.81 ↓ -0.07   (-0.14 %)
Net Assets (Cr) ₹6,340 on 31 Dec 18
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 -0.45
Information Ratio 0.87
Alpha Ratio -0.64
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 Jan 14₹10,000
31 Jan 15₹19,597
31 Jan 16₹19,924
31 Jan 17₹25,502
31 Jan 18₹34,946
31 Jan 19₹33,140

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 19 Feb 19

DurationReturns
1 Month -4.1%
3 Month -3.1%
6 Month -7.6%
1 Year -2.7%
3 Year 20.1%
5 Year 25.4%
10 Year
15 Year
Since launch 19.9%
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 31 Dec 18

Equity Sector Allocation
SectorValue
Financial Services30.86%
Consumer Cyclical16.09%
Basic Materials11.96%
Health Care9.78%
Technology9.71%
Energy7.08%
Industrials6.77%
Consumer Defensive5.68%
Utility2.13%
Asset Allocation
Asset ClassValue
Equity100.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK
6%₹374 Cr1,796,903
↓ -91,203
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK
5%₹317 Cr8,697,190
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
5%₹288 Cr3,985,692
↑ 279,349
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
4%₹260 Cr2,115,721
↓ -214,393
Bharat Financial Inclusion Ltd (Financial Services)
Equity, Since 30 Sep 16 | BHARATFIN
3%₹189 Cr1,997,896
↑ 60,000
State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN
3%₹185 Cr6,292,648
↑ 765,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹182 Cr1,453,243
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Dec 15 | TATASTEEL
3%₹176 Cr3,685,962
↑ 263,300
Voltas Ltd (Industrials)
Equity, Since 31 Dec 14 | VOLTAS
3%₹173 Cr3,191,873
↑ 437,963
Info Edge (India) Ltd (Technology)
Equity, Since 31 Oct 13 | NAUKRI
3%₹167 Cr957,739

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 16.3% 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 (19 Feb 19) ₹35.664 ↑ 0.09   (0.26 %)
Net Assets (Cr) ₹7,461 on 31 Dec 18
Category Equity - Small Cap
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio -0.97
Information Ratio 1.05
Alpha Ratio 3.83
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 Jan 14₹10,000
31 Jan 15₹21,396
31 Jan 16₹21,620
31 Jan 17₹26,596
31 Jan 18₹39,618
31 Jan 19₹32,174

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 19 Feb 19

DurationReturns
1 Month -9.1%
3 Month -10.4%
6 Month -17.9%
1 Year -21.1%
3 Year 15.8%
5 Year 24.9%
10 Year
15 Year
Since launch 16.3%
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 31 Dec 18

Equity Sector Allocation
SectorValue
Basic Materials18.76%
Industrials15.98%
Technology13.6%
Financial Services12.81%
Consumer Cyclical11.73%
Consumer Defensive6.94%
Health Care4.61%
Utility1.32%
Energy0.73%
Asset Allocation
Asset ClassValue
Cash10.15%
Equity88.75%
Other1.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Housing Development Finance Corporation Limited
Commercial Paper | -
3%₹200 Cr4,000
↑ 4,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | 532215
3%₹184 Cr2,550,000
↑ 1,150,000
VIP Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | 507880
2%₹169 Cr3,526,918
HOUSING DEVELOPMENT FINANCE CORPORATION LIMITED
Commercial Paper | -
2%₹164 Cr3,500
Vindhya Telelinks Ltd (Technology)
Equity, Since 30 Nov 14 | 517015
2%₹163 Cr1,012,915
↑ 3,500
Zydus Wellness Ltd (Consumer Defensive)
Equity, Since 31 Aug 16 | 531335
2%₹155 Cr1,217,359
↑ 2,177
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 16 | 506401
2%₹152 Cr6,913,774
Orient Electric Ltd Ordinary Shares (Technology)
Equity, Since 31 May 18 | 541301
2%₹140 Cr10,327,648
IDFC BANK LIMITED
Certificate of Deposit | -
2%₹139 Cr15,000
↑ 15,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | 532504
2%₹139 Cr2,210,504

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 17.9% 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 (19 Feb 19) ₹56.52 ↑ 0.30   (0.53 %)
Net Assets (Cr) ₹2,695 on 31 Dec 18
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio -0.06
Information Ratio 0.18
Alpha Ratio -10.86
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 Jan 14₹10,000
31 Jan 15₹19,798
31 Jan 16₹16,196
31 Jan 17₹23,249
31 Jan 18₹31,842
31 Jan 19₹29,854

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 19 Feb 19

DurationReturns
1 Month -7.9%
3 Month -2.9%
6 Month -10.8%
1 Year -3.3%
3 Year 23.3%
5 Year 22.9%
10 Year
15 Year
Since launch 17.9%
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
Roshan Chutkey29 Jan 180.92 Yr.

Data below for ICICI Prudential Banking and Financial Services Fund as on 31 Dec 18

Equity Sector Allocation
SectorValue
Financial Services93.2%
Asset Allocation
Asset ClassValue
Cash5.33%
Equity94.67%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | ICICIBANK
14%₹371 Cr10,167,356
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
9%₹247 Cr1,189,734
↑ 124,473
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
9%₹226 Cr7,704,116
Treps
CBLO/Reverse Repo | -
5%₹144 Cr
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 16 | HDFC
5%₹128 Cr665,920
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532978
5%₹127 Cr208,773
Bank of Baroda (Financial Services)
Equity, Since 31 May 17 | 532134
4%₹113 Cr10,032,337
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 18 | M&MFIN
4%₹94 Cr2,312,607
↑ 362,969
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 14 | 533398
3%₹83 Cr1,662,779
↓ -214,560
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Jan 18 | 590003
3%₹82 Cr9,298,334

6. 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 18.7% 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 (19 Feb 19) ₹121.26 ↑ 0.63   (0.52 %)
Net Assets (Cr) ₹3,685 on 31 Dec 18
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.69
Sharpe Ratio -0.87
Information Ratio 0.55
Alpha Ratio -1.02
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 Jan 14₹10,000
31 Jan 15₹19,766
31 Jan 16₹19,741
31 Jan 17₹24,574
31 Jan 18₹34,472
31 Jan 19₹29,506

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 19 Feb 19

DurationReturns
1 Month -7.4%
3 Month -7.4%
6 Month -14.9%
1 Year -14.2%
3 Year 16%
5 Year 22.6%
10 Year
15 Year
Since launch 18.7%
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 162.59 Yr.

Data below for L&T Midcap Fund as on 31 Dec 18

Equity Sector Allocation
SectorValue
Basic Materials21.47%
Financial Services18.14%
Consumer Cyclical15.72%
Industrials14.12%
Health Care9.51%
Technology4.53%
Real Estate3.25%
Consumer Defensive2.67%
Energy0.85%
Asset Allocation
Asset ClassValue
Cash8.67%
Equity91.25%
Debt0%
Other0.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
9%₹318 Cr
RBL Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | RBLBANK
3%₹121 Cr2,124,000
↑ 450,500
City Union Bank Ltd (Financial Services)
Equity, Since 31 Mar 18 | CUB
3%₹116 Cr6,086,384
↑ 1,536,784
Berger Paints India Ltd (Basic Materials)
Equity, Since 29 Feb 16 | 509480
3%₹97 Cr3,055,500
Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 18 | TORNTPHARM
2%₹82 Cr449,700
Cummins India Ltd (Industrials)
Equity, Since 30 Apr 18 | 500480
2%₹81 Cr1,028,700
↑ 5,000
Abbott India Ltd (Healthcare)
Equity, Since 31 May 18 | 500488
2%₹80 Cr99,200
↑ 4,600
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 17 | APOLLOHOSP
2%₹76 Cr572,900
↑ 28,500
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 500850
2%₹75 Cr5,282,300
↑ 269,300
Emami Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 531162
2%₹73 Cr1,787,200

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 11% 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 (19 Feb 19) ₹34.565 ↑ 0.08   (0.24 %)
Net Assets (Cr) ₹3,494 on 31 Dec 18
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.39
Sharpe Ratio -0.84
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 Jan 14₹10,000
31 Jan 15₹20,555
31 Jan 16₹19,787
31 Jan 17₹25,408
31 Jan 18₹32,724
31 Jan 19₹28,631

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 19 Feb 19

DurationReturns
1 Month -6.1%
3 Month -4.3%
6 Month -12.9%
1 Year -12%
3 Year 14%
5 Year 22.3%
10 Year
15 Year
Since launch 11%
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 108.45 Yr.

Data below for Kotak Emerging Equity Scheme as on 31 Dec 18

Equity Sector Allocation
SectorValue
Basic Materials23.53%
Financial Services20.22%
Consumer Cyclical16.33%
Industrials14.93%
Health Care8.41%
Consumer Defensive4.97%
Technology4.92%
Utility3.02%
Real Estate1.79%
Asset Allocation
Asset ClassValue
Cash1.71%
Equity98.29%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Aug 13 | RAMCOCEM
4%₹123 Cr2,055,294
↑ 101,987
Schaeffler India Ltd (Industrials)
Equity, Since 31 Mar 14 | SCHAEFFLER
3%₹114 Cr217,083
↑ 804
RBL Bank Ltd (Financial Services)
Equity, Since 31 May 17 | RBLBANK
3%₹112 Cr1,961,133
↑ 150,000
Bharat Financial Inclusion Ltd (Financial Services)
Equity, Since 31 May 18 | BHARATFIN
3%₹109 Cr1,151,796
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 15 | ATUL
3%₹107 Cr307,887
↓ -2,695
PI Industries Ltd (Basic Materials)
Equity, Since 30 Apr 18 | PIIND
3%₹104 Cr1,224,567
↑ 37,369
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 509930
3%₹99 Cr995,988
↑ 7,811
Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹92 Cr842,990
↑ 15,052
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 11 | SOLARINDS
3%₹90 Cr894,579
↑ 69,537
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 13 | 506395
3%₹86 Cr1,904,225
↑ 72,952

8. 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 19.8% 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 (19 Feb 19) ₹25.48 ↑ 0.03   (0.12 %)
Net Assets (Cr) ₹1,613 on 31 Dec 18
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.64
Sharpe Ratio -0.11
Information Ratio -0.04
Alpha Ratio -13.09
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 Jan 14₹10,000
31 Jan 15₹19,132
31 Jan 16₹16,768
31 Jan 17₹22,907
31 Jan 18₹30,846
31 Jan 19₹28,308

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 19 Feb 19

DurationReturns
1 Month -5.1%
3 Month -2.3%
6 Month -17.4%
1 Year -3.8%
3 Year 20.3%
5 Year 21.8%
10 Year
15 Year
Since launch 19.8%
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 134.88 Yr.
Dhaval Gala26 Aug 153.18 Yr.

Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 31 Dec 18

Equity Sector Allocation
SectorValue
Financial Services92.67%
Asset Allocation
Asset ClassValue
Cash7.33%
Equity92.67%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK
19%₹296 Cr1,421,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK
13%₹207 Cr5,670,190
State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN
7%₹107 Cr3,641,000
Clearing Corporation Of India Limited
CBLO | -
7%₹104 Cr
Bandhan Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | 541153
6%₹94 Cr2,327,500
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹92 Cr355,931
Bharat Financial Inclusion Ltd (Financial Services)
Equity, Since 31 May 14 | BHARATFIN
5%₹79 Cr832,607
↑ 2,997
L&T Finance Holdings Ltd (Financial Services)
Equity, Since 31 Aug 16 | 533519
5%₹74 Cr5,663,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
4%₹63 Cr874,000
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Oct 16 | PNBHOUSING
4%₹59 Cr658,724
↑ 50,000

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 14.5% 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 (19 Feb 19) ₹48.887 ↑ 0.08   (0.16 %)
Net Assets (Cr) ₹4,910 on 31 Dec 18
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio -1.51
Information Ratio -0.36
Alpha Ratio -6.99
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 Jan 14₹10,000
31 Jan 15₹21,402
31 Jan 16₹23,112
31 Jan 17₹29,849
31 Jan 18₹38,568
31 Jan 19₹29,210

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 ₹518,033.
Net Profit of ₹218,033
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 19 Feb 19

DurationReturns
1 Month -7.9%
3 Month -8.4%
6 Month -17.5%
1 Year -25.6%
3 Year 9.4%
5 Year 21.8%
10 Year
15 Year
Since launch 14.5%
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 31 Dec 18

Equity Sector Allocation
SectorValue
Consumer Cyclical29.43%
Basic Materials27.29%
Financial Services8.29%
Health Care7.8%
Technology6.83%
Industrials6.6%
Consumer Defensive3.37%
Utility2%
Asset Allocation
Asset ClassValue
Cash8.4%
Equity91.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
8%₹387 Cr
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL
4%₹199 Cr573,823
↓ -22,117
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
4%₹192 Cr2,499,638
Aarti Industries Ltd (Basic Materials)
Equity, Since 31 Jan 15 | 524208
4%₹190 Cr1,166,373
↓ -112,158
DCB Bank Ltd (Financial Services)
Equity, Since 31 May 13 | 532772
3%₹161 Cr9,022,562
SRF Ltd (Consumer Cyclical)
Equity, Since 30 Nov 13 | SRF
3%₹142 Cr704,882
↓ -124,538
Welspun India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 18 | 514162
3%₹126 Cr20,928,850
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 532889
2%₹118 Cr2,256,550
Finolex Cables Ltd (Technology)
Equity, Since 31 Mar 14 | FINCABLES
2%₹118 Cr2,839,687
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 10 | 533758
2%₹111 Cr1,003,322

10. 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 14.8% 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 (19 Feb 19) ₹36.817 ↑ 0.18   (0.49 %)
Net Assets (Cr) ₹1,165 on 31 Dec 18
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.73
Sharpe Ratio -0.9
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 Jan 14₹10,000
31 Jan 15₹21,630
31 Jan 16₹19,074
31 Jan 17₹24,572
31 Jan 18₹32,352
31 Jan 19₹28,371

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 19 Feb 19

DurationReturns
1 Month -6.4%
3 Month -5.3%
6 Month -10%
1 Year -10.5%
3 Year 13.7%
5 Year 21.5%
10 Year
15 Year
Since launch 14.8%
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 099.16 Yr.
Roshi Jain4 Sep 099.16 Yr.
Srikesh Nair1 Dec 152.92 Yr.

Data below for Franklin Build India Fund as on 31 Dec 18

Equity Sector Allocation
SectorValue
Financial Services35.21%
Energy13.11%
Basic Materials12.12%
Industrials9.59%
Utility7.16%
Communication Services6.46%
Consumer Cyclical4.52%
Technology3.58%
Real Estate2.45%
Asset Allocation
Asset ClassValue
Equity94.22%
Other5.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
10%₹111 Cr3,768,401
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
10%₹109 Cr3,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
7%₹83 Cr400,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
7%₹79 Cr1,100,000
↓ -150,000
Call, Cash & Other Assets
Receivables | -
6%₹66 Cr
Indian Oil Corp Ltd (Energy)
Equity, Since 30 Apr 16 | IOC
6%₹63 Cr4,600,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
5%₹61 Cr2,000,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 16 | 500547
5%₹52 Cr1,500,000
KEI Industries Ltd (Technology)
Equity, Since 31 Dec 15 | 517569
3%₹35 Cr971,481
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
3%₹35 Cr2,500,000

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 24.4% 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 (19 Feb 19) ₹94.17 ↑ 0.04   (0.04 %)
Net Assets (Cr) ₹2,054 on 31 Dec 18
Category Equity - Large & Mid Cap
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.52
Sharpe Ratio -0.78
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 Jan 14₹10,000
31 Jan 15₹19,507
31 Jan 16₹18,448
31 Jan 17₹23,669
31 Jan 18₹32,149
31 Jan 19₹28,050

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 19 Feb 19

DurationReturns
1 Month -5.5%
3 Month -5.8%
6 Month -15.1%
1 Year -11.8%
3 Year 17%
5 Year 21.4%
10 Year
15 Year
Since launch 24.4%
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 117.42 Yr.

Data below for Principal Emerging Bluechip Fund as on 31 Dec 18

Equity Sector Allocation
SectorValue
Financial Services23.64%
Consumer Cyclical16.8%
Basic Materials12.42%
Industrials12.25%
Technology11.14%
Consumer Defensive6.88%
Health Care6.31%
Energy3.65%
Utility3.24%
Asset Allocation
Asset ClassValue
Cash3.41%
Equity96.33%
Debt0.25%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 17 | HDFCBANK
4%₹86 Cr414,900
↑ 18,000
Treps 01-Feb-2019
CBLO/Reverse Repo | -
3%₹59 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK
3%₹56 Cr1,536,900
↑ 36,900
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 500825
3%₹50 Cr157,800
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
2%₹48 Cr393,000
↑ 9,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
2%₹44 Cr216,900
↑ 3,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
2%₹43 Cr168,900
AIA Engineering Ltd (Industrials)
Equity, Since 31 May 14 | AIAENG
2%₹40 Cr247,500
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | KOTAKBANK
2%₹37 Cr297,900
↑ 15,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
2%₹36 Cr485,019
↑ 24,000

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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