Table of Contents
Top 11 Funds
SIP Mutual Funds (or top 11 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 a mode to invest money in Mutual Funds. Investing in top 11 SIP Mutual Funds brings a systematic and disciplined approach to your investment. It reduces your effort to manage your investment on daily Basis. Moreover, it offers leverage of the Power of Compounding leading to desired returns over time.
There are different Types of Mutual Funds for SIP that include equity, debt, balanced, ultra-short term funds, etc. 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.
SIPs give a disciplined approach towards investing in Mutual Funds
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
Investing money is an art, it can work wonders if done correctly. Now that you know the Top SIP plans you must know how to invest in it. We have mentioned the steps to invest in SIP below.
Choose a SIP investment suiting your Financial goals. For example, if your goal is short-term (if want to buy a car in the next 2 years), you should invest in Debt Mutual Funds. And, if your goal is long-term (like Retirement planning) then prefer investing in Equity Mutual Funds.
This will ensure that you invest a right amount of money for a right period of time.
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.
Make a wise investment choice by consulting a financial advisor or by choosing Best SIP Plans offered by various online investment platforms.
Talk to our investment specialist
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 Below is the key information for ICICI Prudential Infrastructure Fund Returns up to 1 year are on To generate capital appreciation by investing in Equity and Equity Related Instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors. 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. Invesco India PSU Equity Fund is a Equity - Sectoral fund was launched on 18 Nov 09. It is a fund with High risk and has given a Below is the key information for Invesco India PSU Equity Fund Returns up to 1 year are on 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 Below is the key information for ICICI Prudential Technology Fund Returns up to 1 year are on (Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Motilal Oswal Midcap 30 Fund is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on (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 Below is the key information for Aditya Birla Sun Life Digital India Fund Returns up to 1 year are on The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of infrastructure companies. However, there can be no assurance that the investment objective of the Scheme will be achieved. Invesco India Infrastructure Fund is a Equity - Sectoral fund was launched on 21 Nov 07. It is a fund with High risk and has given a Below is the key information for Invesco India Infrastructure Fund Returns up to 1 year are on (Erstwhile ICICI Prudential Indo Asia Equity Fund) ICICI Prudential Indo Asia Equity Fund is an OE equity scheme that seeks to generate long term capital appreciation by investing in equity, equity related securities and or share classes/units of equity funds of companies, which are incorporated or have their area of primary activity, in the Asia Pacific region. Initially the Scheme will invest in share classes of International Opportunities Fund Asian Equity Fund and thereafter the Fund Manager of the Indo Asia Equity Fund may choose to make investment in listed equity shares, securities in the Asia Pacific region. However, there can be no assurance that the investment objective of the Scheme will be realized. ICICI Prudential Smallcap Fund is a Equity - Small Cap fund was launched on 18 Oct 07. It is a fund with Moderately High risk and has given a Below is the key information for ICICI Prudential Smallcap Fund Returns up to 1 year are on (Erstwhile Reliance Diversified Power Sector Fund) The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector. Nippon India Power and Infra Fund is a Equity - Sectoral fund was launched on 8 May 04. It is a fund with High risk and has given a Below is the key information for Nippon India Power and Infra Fund Returns up to 1 year are on (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 Below is the key information for Kotak Small Cap Fund Returns up to 1 year are on 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 Below is the key information for TATA Digital India Fund Returns up to 1 year are on To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies directly or indirectly involved in the infrastructure growth in the Indian economy and in debt & money market instruments. SBI Infrastructure Fund is a Equity - Sectoral fund was launched on 6 Jul 07. It is a fund with High risk and has given a Below is the key information for SBI Infrastructure Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) ICICI Prudential Infrastructure Fund Growth ₹158.66
↓ -0.76 ₹4,574 100 10.7 25.6 57.4 36.4 25.6 44.6 Invesco India PSU Equity Fund Growth ₹52.74
↓ -0.82 ₹775 500 13.6 35.4 78.2 33.3 25.1 54.5 ICICI Prudential Technology Fund Growth ₹179.34
↑ 3.96 ₹12,249 100 8.8 14.6 36.1 18.1 25.1 27.5 Motilal Oswal Midcap 30 Fund Growth ₹75.8432
↑ 0.04 ₹7,972 500 6.2 17.8 52.8 31.4 25.1 41.7 Aditya Birla Sun Life Digital India Fund Growth ₹161.84
↑ 3.08 ₹4,717 100 5.4 13.2 39.3 18.4 25.1 35.8 Invesco India Infrastructure Fund Growth ₹51.47
↓ -0.13 ₹857 500 8.6 24.7 59.8 29.8 25 51.1 ICICI Prudential Smallcap Fund Growth ₹73.21
↑ 0.31 ₹7,455 100 0 6.8 39.3 25.5 24.5 37.9 Nippon India Power and Infra Fund Growth ₹293.585
↓ -0.45 ₹3,885 100 9.7 25.7 68.6 33.2 24.5 58 Kotak Small Cap Fund Growth ₹210.219
↑ 0.57 ₹14,426 1,000 -2.8 4.9 32.9 20.7 24.3 34.8 TATA Digital India Fund Growth ₹43.4996
↓ -0.05 ₹9,702 150 8.7 16.9 39.9 18.9 24.1 31.9 SBI Infrastructure Fund Growth ₹43.5696
↑ 0.04 ₹2,064 500 8.2 23.6 59.3 30.1 24 49.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Mar 24 200 Crore
in Equity Category of mutual funds ordered based on 5 year calendar year returns.
1. ICICI Prudential Infrastructure Fund
CAGR/Annualized
return of 16.1% since its launch. Ranked 27 in Sectoral
category. Return for 2023 was 44.6% , 2022 was 28.8% and 2021 was 50.1% . ICICI Prudential Infrastructure Fund
Growth Launch Date 31 Aug 05 NAV (15 Mar 24) ₹158.66 ↓ -0.76 (-0.48 %) Net Assets (Cr) ₹4,574 on 31 Jan 24 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 2.22 Sharpe Ratio 2.97 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.
Date Value 28 Feb 19 ₹10,000 29 Feb 20 ₹9,794 28 Feb 21 ₹13,317 28 Feb 22 ₹17,338 28 Feb 23 ₹21,402 29 Feb 24 ₹34,883 Returns for ICICI Prudential Infrastructure Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 15 Mar 24 Duration Returns 1 Month -1.1% 3 Month 10.7% 6 Month 25.6% 1 Year 57.4% 3 Year 36.4% 5 Year 25.6% 10 Year 15 Year Since launch 16.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 44.6% 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% Fund Manager information for ICICI Prudential Infrastructure Fund
Name Since Tenure Ihab Dalwai 3 Jun 17 6.75 Yr. Sharmila D’mello 30 Jun 22 1.67 Yr. Data below for ICICI Prudential Infrastructure Fund as on 31 Jan 24
Equity Sector Allocation
Sector Value Industrials 27.76% Utility 17.12% Basic Materials 16.81% Financial Services 15.72% Energy 9.84% Communication Services 2.52% Consumer Cyclical 1.96% Real Estate 1.89% Asset Allocation
Asset Class Value Cash 5.39% Equity 93.69% Debt 0.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 5325558% ₹359 Cr 11,312,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT5% ₹251 Cr 720,493 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK5% ₹225 Cr 2,190,000
↑ 100,000 Gujarat Gas Ltd (Utilities)
Equity, Since 31 Jan 23 | GUJGASLTD4% ₹165 Cr 2,844,446 NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC4% ₹165 Cr 7,658,244 Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Aug 23 | GRASIM4% ₹161 Cr 739,601
↑ 194,421 Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL3% ₹148 Cr 1,863,004 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK3% ₹137 Cr 939,500
↑ 500,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 17 | 5003123% ₹122 Cr 4,835,300
↓ -770,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 16 | BHARTIARTL3% ₹115 Cr 983,851
↓ -346,750 2. Invesco India PSU Equity Fund
CAGR/Annualized
return of 12.3% since its launch. Ranked 33 in Sectoral
category. Return for 2023 was 54.5% , 2022 was 20.5% and 2021 was 31.1% . Invesco India PSU Equity Fund
Growth Launch Date 18 Nov 09 NAV (15 Mar 24) ₹52.74 ↓ -0.82 (-1.53 %) Net Assets (Cr) ₹775 on 31 Jan 24 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.46 Sharpe Ratio 2.52 Information Ratio -1.26 Alpha Ratio -0.88 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.
Date Value 28 Feb 19 ₹10,000 29 Feb 20 ₹12,329 28 Feb 21 ₹13,890 28 Feb 22 ₹16,264 28 Feb 23 ₹18,772 29 Feb 24 ₹35,374 Returns for Invesco India PSU Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 15 Mar 24 Duration Returns 1 Month -5.7% 3 Month 13.6% 6 Month 35.4% 1 Year 78.2% 3 Year 33.3% 5 Year 25.1% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 54.5% 2022 20.5% 2021 31.1% 2020 6.1% 2019 10.1% 2018 -16.9% 2017 24.3% 2016 17.9% 2015 2.5% 2014 54.5% Fund Manager information for Invesco India PSU Equity Fund
Name Since Tenure Dhimant Kothari 19 May 20 3.79 Yr. Data below for Invesco India PSU Equity Fund as on 31 Jan 24
Equity Sector Allocation
Sector Value Utility 27.26% Industrials 26.01% Financial Services 23.09% Energy 19.61% Asset Allocation
Asset Class Value Cash 4.04% Equity 95.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL9% ₹78 Cr 3,801,222
↑ 62,232 NTPC Ltd (Utilities)
Equity, Since 31 May 19 | 5325559% ₹76 Cr 2,254,157
↑ 16,754 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN9% ₹73 Cr 975,626
↓ -5,256 Coal India Ltd (Energy)
Equity, Since 31 Aug 23 | COALINDIA8% ₹67 Cr 1,526,429
↓ -106,386 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 22 | 5328987% ₹60 Cr 2,126,667
↑ 477,183 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 5005476% ₹50 Cr 833,087 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL6% ₹49 Cr 157,644 NHPC Ltd (Utilities)
Equity, Since 31 Oct 22 | NHPC6% ₹48 Cr 5,435,618
↑ 144,875 Bank of Baroda (Financial Services)
Equity, Since 30 Jun 21 | 5321345% ₹38 Cr 1,431,527 Container Corporation of India Ltd (Industrials)
Equity, Since 31 Mar 17 | CONCOR4% ₹38 Cr 386,333 3. ICICI Prudential Technology Fund
CAGR/Annualized
return of 12.8% since its launch. Ranked 37 in Sectoral
category. Return for 2023 was 27.5% , 2022 was -23.2% and 2021 was 75.7% . ICICI Prudential Technology Fund
Growth Launch Date 3 Mar 00 NAV (14 Mar 24) ₹179.34 ↑ 3.96 (2.26 %) Net Assets (Cr) ₹12,249 on 31 Jan 24 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 1.96 Sharpe Ratio 1.61 Information Ratio 1.1 Alpha Ratio 5.37 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.
Date Value 28 Feb 19 ₹10,000 29 Feb 20 ₹9,477 28 Feb 21 ₹16,961 28 Feb 22 ₹25,154 28 Feb 23 ₹22,365 29 Feb 24 ₹29,924 Returns for ICICI Prudential Technology Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 15 Mar 24 Duration Returns 1 Month -0.2% 3 Month 8.8% 6 Month 14.6% 1 Year 36.1% 3 Year 18.1% 5 Year 25.1% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 27.5% 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% Fund Manager information for ICICI Prudential Technology Fund
Name Since Tenure Vaibhav Dusad 2 May 20 3.83 Yr. Sharmila D’mello 30 Jun 22 1.67 Yr. Data below for ICICI Prudential Technology Fund as on 31 Jan 24
Equity Sector Allocation
Sector Value Technology 75.53% Communication Services 14.21% Industrials 3.68% Consumer Cyclical 2.44% Consumer Defensive 0.39% Asset Allocation
Asset Class Value Cash 3.01% Equity 96.99% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY24% ₹2,881 Cr 17,347,801
↓ -614,398 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS14% ₹1,744 Cr 4,569,353
↑ 115,803 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL9% ₹1,049 Cr 8,960,379
↓ -1,174,968 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH8% ₹940 Cr 5,965,658
↓ -520,784 Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 5327556% ₹752 Cr 5,641,110
↓ -325,493 LTIMindtree Ltd (Technology)
Equity, Since 31 Jul 16 | LTIM5% ₹567 Cr 1,040,020
↑ 129,848 Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT3% ₹346 Cr 414,729
↓ -21,881 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 31 Oct 21 | 8901572% ₹223 Cr 2,897,946
↑ 403,204 Mphasis Ltd (Technology)
Equity, Since 30 Jun 20 | 5262992% ₹208 Cr 798,768
↑ 139,334 Firstsource Solutions Ltd (Technology)
Equity, Since 30 Nov 21 | FSL2% ₹194 Cr 9,502,917
↑ 237,783 4. Motilal Oswal Midcap 30 Fund
CAGR/Annualized
return of 22.3% since its launch. Ranked 27 in Mid Cap
category. Return for 2023 was 41.7% , 2022 was 10.7% and 2021 was 55.8% . Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (15 Mar 24) ₹75.8432 ↑ 0.04 (0.05 %) Net Assets (Cr) ₹7,972 on 31 Jan 24 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.45 Sharpe Ratio 2.69 Information Ratio 0.52 Alpha Ratio 4.2 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.
Date Value 28 Feb 19 ₹10,000 29 Feb 20 ₹11,758 28 Feb 21 ₹13,786 28 Feb 22 ₹18,443 28 Feb 23 ₹21,511 29 Feb 24 ₹32,706 Returns for Motilal Oswal Midcap 30 Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 15 Mar 24 Duration Returns 1 Month 0.4% 3 Month 6.2% 6 Month 17.8% 1 Year 52.8% 3 Year 31.4% 5 Year 25.1% 10 Year 15 Year Since launch 22.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 41.7% 2022 10.7% 2021 55.8% 2020 9.3% 2019 9.7% 2018 -12.7% 2017 30.8% 2016 5.2% 2015 16.5% 2014 Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Niket Shah 1 Jul 20 3.67 Yr. Ankush Sood 11 Nov 22 1.3 Yr. Rakesh Shetty 22 Nov 22 1.27 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 31 Jan 24
Equity Sector Allocation
Sector Value Technology 22.97% Industrials 22.47% Financial Services 13.62% Consumer Cyclical 12.31% Real Estate 8.66% Basic Materials 7.8% Health Care 3.51% Communication Services 1.6% Asset Allocation
Asset Class Value Cash 7.42% Equity 92.58% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | 54394011% ₹930 Cr 30,000,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT10% ₹841 Cr 975,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL10% ₹814 Cr 20,500,000
↑ 20,500,000 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 20 | TIINDIA8% ₹706 Cr 2,025,000
↑ 50,000 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jul 23 | PRESTIGE6% ₹525 Cr 4,500,000 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE6% ₹524 Cr 800,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Mar 21 | 5000935% ₹443 Cr 10,000,000 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | BALKRISIND5% ₹384 Cr 1,725,000 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Sep 22 | DEEPAKNTR4% ₹360 Cr 1,625,000
↓ -200,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 5433204% ₹331 Cr 20,000,000
↓ -20,000,000 5. Aditya Birla Sun Life Digital India Fund
CAGR/Annualized
return of 12.2% since its launch. Ranked 33 in Sectoral
category. Return for 2023 was 35.8% , 2022 was -21.6% and 2021 was 70.5% . Aditya Birla Sun Life Digital India Fund
Growth Launch Date 15 Jan 00 NAV (14 Mar 24) ₹161.84 ↑ 3.08 (1.94 %) Net Assets (Cr) ₹4,717 on 31 Jan 24 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 2.08 Sharpe Ratio 2 Information Ratio 1.19 Alpha Ratio 10.87 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.
Date Value 28 Feb 19 ₹10,000 29 Feb 20 ₹10,292 28 Feb 21 ₹17,117 28 Feb 22 ₹24,190 28 Feb 23 ₹22,328 29 Feb 24 ₹30,859 Returns for Aditya Birla Sun Life Digital India Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 15 Mar 24 Duration Returns 1 Month -1.6% 3 Month 5.4% 6 Month 13.2% 1 Year 39.3% 3 Year 18.4% 5 Year 25.1% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 35.8% 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% Fund Manager information for Aditya Birla Sun Life Digital India Fund
Name Since Tenure Kunal Sangoi 16 Jan 14 10.13 Yr. Dhaval Joshi 21 Nov 22 1.28 Yr. Data below for Aditya Birla Sun Life Digital India Fund as on 31 Jan 24
Equity Sector Allocation
Sector Value Technology 75.95% Communication Services 9.76% Industrials 8.25% Consumer Cyclical 3.39% Asset Allocation
Asset Class Value Cash 2.66% Equity 97.34% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY24% ₹1,145 Cr 6,842,361
↓ -12,237 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS11% ₹532 Cr 1,299,055
↑ 21,726 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH8% ₹405 Cr 2,432,716
↓ -330,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL7% ₹334 Cr 2,974,697
↑ 200,000 LTIMindtree Ltd (Technology)
Equity, Since 31 Mar 21 | LTIM7% ₹329 Cr 619,910 Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT5% ₹233 Cr 1,152,664 Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE4% ₹193 Cr 294,778 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433203% ₹129 Cr 7,770,939
↑ 474,216 Sonata Software Ltd (Technology)
Equity, Since 30 Nov 19 | SONATSOFTW3% ₹124 Cr 1,533,192 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 5327552% ₹118 Cr 924,930 6. Invesco India Infrastructure Fund
CAGR/Annualized
return of 10.6% since its launch. Ranked 24 in Sectoral
category. Return for 2023 was 51.1% , 2022 was 2.3% and 2021 was 55.4% . Invesco India Infrastructure Fund
Growth Launch Date 21 Nov 07 NAV (15 Mar 24) ₹51.47 ↓ -0.13 (-0.25 %) Net Assets (Cr) ₹857 on 31 Jan 24 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.49 Sharpe Ratio 3.16 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.
Date Value 28 Feb 19 ₹10,000 29 Feb 20 ₹11,838 28 Feb 21 ₹14,948 28 Feb 22 ₹19,198 28 Feb 23 ₹20,802 29 Feb 24 ₹34,589 Returns for Invesco India Infrastructure Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 15 Mar 24 Duration Returns 1 Month -2.8% 3 Month 8.6% 6 Month 24.7% 1 Year 59.8% 3 Year 29.8% 5 Year 25% 10 Year 15 Year Since launch 10.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 51.1% 2022 2.3% 2021 55.4% 2020 16.2% 2019 6.1% 2018 -15.8% 2017 48.1% 2016 0.8% 2015 -2.6% 2014 83.6% Fund Manager information for Invesco India Infrastructure Fund
Name Since Tenure Amit Nigam 3 Sep 20 3.49 Yr. Data below for Invesco India Infrastructure Fund as on 31 Jan 24
Equity Sector Allocation
Sector Value Industrials 46.18% Utility 25% Basic Materials 9.03% Consumer Cyclical 3.82% Health Care 3.16% Financial Services 3.07% Energy 2.98% Technology 1.56% Communication Services 1.38% Real Estate 1.07% Asset Allocation
Asset Class Value Cash 2.75% Equity 97.25% Top Securities Holdings / Portfolio
Name Holding Value Quantity Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Apr 22 | 5328987% ₹63 Cr 2,234,017 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT7% ₹59 Cr 169,760 Gujarat State Petronet Ltd (Utilities)
Equity, Since 30 Nov 22 | 5327024% ₹39 Cr 1,061,584 Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 21 | 5004004% ₹38 Cr 1,019,084 GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 23 | 5321554% ₹35 Cr 1,946,687 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Nov 17 | BEL4% ₹33 Cr 1,623,224 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Jan 23 | 5005474% ₹33 Cr 543,643
↑ 35,819 Container Corporation of India Ltd (Industrials)
Equity, Since 31 Mar 17 | CONCOR3% ₹31 Cr 312,742
↑ 48,027 Thermax Ltd (Industrials)
Equity, Since 30 Jun 21 | THERMAX3% ₹28 Cr 76,244
↑ 507 NHPC Ltd (Utilities)
Equity, Since 30 Jun 23 | NHPC3% ₹27 Cr 3,039,056 7. ICICI Prudential Smallcap Fund
CAGR/Annualized
return of 12.9% since its launch. Ranked 26 in Small Cap
category. Return for 2023 was 37.9% , 2022 was 5.7% and 2021 was 61% . ICICI Prudential Smallcap Fund
Growth Launch Date 18 Oct 07 NAV (15 Mar 24) ₹73.21 ↑ 0.31 (0.43 %) Net Assets (Cr) ₹7,455 on 31 Jan 24 Category Equity - Small Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.04 Sharpe Ratio 2.74 Information Ratio -0.24 Alpha Ratio 0.97 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.
Date Value 28 Feb 19 ₹10,000 29 Feb 20 ₹11,967 28 Feb 21 ₹16,334 28 Feb 22 ₹21,548 28 Feb 23 ₹23,816 29 Feb 24 ₹34,786 Returns for ICICI Prudential Smallcap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 15 Mar 24 Duration Returns 1 Month -4.3% 3 Month 0% 6 Month 6.8% 1 Year 39.3% 3 Year 25.5% 5 Year 24.5% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 37.9% 2022 5.7% 2021 61% 2020 22.8% 2019 10% 2018 -22.4% 2017 42.7% 2016 6% 2015 0.5% 2014 50.6% Fund Manager information for ICICI Prudential Smallcap Fund
Name Since Tenure Anish Tawakley 18 Sep 23 0.45 Yr. Sri Sharma 18 Sep 23 0.45 Yr. Sharmila D’mello 30 Jun 22 1.67 Yr. Data below for ICICI Prudential Smallcap Fund as on 31 Jan 24
Equity Sector Allocation
Sector Value Industrials 24.97% Consumer Cyclical 20.71% Basic Materials 13.14% Health Care 8.82% Financial Services 8.7% Consumer Defensive 5.13% Real Estate 3.12% Technology 2.1% Utility 1.87% Energy 1.52% Communication Services 1.1% Asset Allocation
Asset Class Value Cash 8.22% Equity 91.78% Top Securities Holdings / Portfolio
Name Holding Value Quantity Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 23 | NAM-INDIA4% ₹275 Cr 5,240,939 Cyient Ltd (Industrials)
Equity, Since 31 Aug 18 | CYIENT3% ₹220 Cr 1,113,643
↓ -37,186 Rolex Rings Ltd (Industrials)
Equity, Since 31 Jul 21 | 5433253% ₹205 Cr 854,305 Cummins India Ltd (Industrials)
Equity, Since 30 Sep 23 | 5004803% ₹192 Cr 835,817
↑ 73,189 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Sep 16 | 5329292% ₹161 Cr 1,570,577
↓ -298,308 Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 30 Jun 23 | 5433502% ₹146 Cr 2,215,815
↓ -121,671 Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 19 | KPIL2% ₹142 Cr 1,787,144 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 23 | LT2% ₹142 Cr 408,198 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5004932% ₹141 Cr 1,137,675 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 23 | ULTRACEMCO2% ₹137 Cr 135,000 8. Nippon India Power and Infra Fund
CAGR/Annualized
return of 18.6% since its launch. Ranked 13 in Sectoral
category. Return for 2023 was 58% , 2022 was 10.9% and 2021 was 48.9% . Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (15 Mar 24) ₹293.585 ↓ -0.45 (-0.15 %) Net Assets (Cr) ₹3,885 on 31 Jan 24 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 2.23 Sharpe Ratio 3.39 Information Ratio 1.76 Alpha Ratio 12.06 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.
Date Value 28 Feb 19 ₹10,000 29 Feb 20 ₹9,918 28 Feb 21 ₹13,467 28 Feb 22 ₹16,119 28 Feb 23 ₹19,031 29 Feb 24 ₹33,826 Returns for Nippon India Power and Infra Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 15 Mar 24 Duration Returns 1 Month -1.9% 3 Month 9.7% 6 Month 25.7% 1 Year 68.6% 3 Year 33.2% 5 Year 24.5% 10 Year 15 Year Since launch 18.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 58% 2022 10.9% 2021 48.9% 2020 10.8% 2019 -2.9% 2018 -21.1% 2017 61.7% 2016 0.1% 2015 0.3% 2014 50.8% Fund Manager information for Nippon India Power and Infra Fund
Name Since Tenure Sanjay Doshi 2 Jan 17 7.16 Yr. Kinjal Desai 25 May 18 5.77 Yr. Data below for Nippon India Power and Infra Fund as on 31 Jan 24
Equity Sector Allocation
Sector Value Industrials 37.72% Utility 14.4% Basic Materials 9.78% Energy 8.03% Communication Services 6.62% Consumer Cyclical 6.41% Technology 5.2% Real Estate 4.25% Health Care 1.82% Asset Allocation
Asset Class Value Cash 5.78% Equity 94.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE6% ₹270 Cr 925,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT6% ₹261 Cr 750,000
↑ 110,663 Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | 5005306% ₹239 Cr 83,500 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 5325556% ₹235 Cr 7,000,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO5% ₹208 Cr 210,000
↑ 10,000 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES5% ₹198 Cr 670,000
↑ 92,352 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL4% ₹169 Cr 1,500,000
↑ 150,000 Cyient DLM Ltd (Technology)
Equity, Since 31 Jul 23 | 5439333% ₹137 Cr 1,708,669
↑ 158,099 Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Jan 24 | HONAUT3% ₹137 Cr 36,000
↑ 13,882 Container Corporation of India Ltd (Industrials)
Equity, Since 31 Aug 22 | CONCOR3% ₹125 Cr 1,274,151 9. Kotak Small Cap Fund
CAGR/Annualized
return of 17.3% since its launch. Ranked 23 in Small Cap
category. Return for 2023 was 34.8% , 2022 was -3.1% and 2021 was 70.9% . Kotak Small Cap Fund
Growth Launch Date 24 Feb 05 NAV (15 Mar 24) ₹210.219 ↑ 0.57 (0.27 %) Net Assets (Cr) ₹14,426 on 31 Jan 24 Category Equity - Small Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.48 Sharpe Ratio 2.22 Information Ratio -0.72 Alpha Ratio -5.02 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.
Date Value 28 Feb 19 ₹10,000 29 Feb 20 ₹11,557 28 Feb 21 ₹17,575 28 Feb 22 ₹23,785 28 Feb 23 ₹24,371 29 Feb 24 ₹33,501 Returns for Kotak Small Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 15 Mar 24 Duration Returns 1 Month -4.3% 3 Month -2.8% 6 Month 4.9% 1 Year 32.9% 3 Year 20.7% 5 Year 24.3% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 34.8% 2022 -3.1% 2021 70.9% 2020 34.2% 2019 5% 2018 -17.3% 2017 44% 2016 8.9% 2015 7.4% 2014 74% Fund Manager information for Kotak Small Cap Fund
Name Since Tenure Arjun Khanna 30 Apr 22 1.84 Yr. Harish Bihani 20 Oct 23 0.36 Yr. Data below for Kotak Small Cap Fund as on 31 Jan 24
Equity Sector Allocation
Sector Value Industrials 35.5% Consumer Cyclical 20.89% Basic Materials 18.21% Health Care 6.96% Financial Services 3.95% Consumer Defensive 3.44% Technology 2.73% Real Estate 1.66% Communication Services 0.97% Asset Allocation
Asset Class Value Cash 5.1% Equity 94.9% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT4% ₹610 Cr 3,013,563
↑ 6,319 Century Plyboards (India) Ltd (Basic Materials)
Equity, Since 31 Oct 18 | 5325483% ₹448 Cr 6,337,762 Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | CARBORUNIV3% ₹428 Cr 4,000,051 Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO3% ₹427 Cr 3,364,838
↓ -511,312 Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI3% ₹382 Cr 1,258,764 Alembic Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 22 | APLLTD2% ₹351 Cr 3,441,355
↓ -432,661 Garware Technical Fibres Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | GARFIBRES2% ₹322 Cr 885,547 Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | GALAXYSURF2% ₹322 Cr 1,268,161 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | TECHNOE2% ₹296 Cr 4,184,629 Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Aug 18 | GESHIP2% ₹287 Cr 2,851,787 10. TATA Digital India Fund
CAGR/Annualized
return of 19.6% since its launch. Return for 2023 was 31.9% , 2022 was -23.3% and 2021 was 74.4% . TATA Digital India Fund
Growth Launch Date 28 Dec 15 NAV (15 Mar 24) ₹43.4996 ↓ -0.05 (-0.12 %) Net Assets (Cr) ₹9,702 on 31 Jan 24 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 1.13 Sharpe Ratio 1.76 Information Ratio 1.07 Alpha Ratio 7.69 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.
Date Value 28 Feb 19 ₹10,000 29 Feb 20 ₹9,823 28 Feb 21 ₹15,971 28 Feb 22 ₹23,741 28 Feb 23 ₹21,158 29 Feb 24 ₹29,320 Returns for TATA Digital India Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 15 Mar 24 Duration Returns 1 Month -0.3% 3 Month 8.7% 6 Month 16.9% 1 Year 39.9% 3 Year 18.9% 5 Year 24.1% 10 Year 15 Year Since launch 19.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 31.9% 2022 -23.3% 2021 74.4% 2020 54.8% 2019 7.5% 2018 24.9% 2017 19.6% 2016 -6% 2015 2014 Fund Manager information for TATA Digital India Fund
Name Since Tenure Meeta Shetty 9 Mar 21 2.98 Yr. Kapil Malhotra 19 Dec 23 0.2 Yr. Data below for TATA Digital India Fund as on 31 Jan 24
Equity Sector Allocation
Sector Value Technology 77.91% Industrials 5.67% Financial Services 5.07% Consumer Cyclical 4.53% Communication Services 3.54% Asset Allocation
Asset Class Value Cash 3.28% Equity 96.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY20% ₹1,899 Cr 11,434,598 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS14% ₹1,337 Cr 3,503,873
↓ -306,365 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 5327559% ₹846 Cr 6,345,933
↑ 175,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH8% ₹785 Cr 4,983,886 LTIMindtree Ltd (Technology)
Equity, Since 28 Feb 21 | LTIM7% ₹647 Cr 1,188,062 Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 5076855% ₹482 Cr 10,071,381 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | 5433204% ₹404 Cr 28,967,000
↑ 500,000 PB Fintech Ltd (Financial Services)
Equity, Since 31 Dec 22 | 5433903% ₹315 Cr 3,142,425 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT3% ₹313 Cr 374,596 Cyient Ltd (Industrials)
Equity, Since 28 Feb 21 | CYIENT3% ₹312 Cr 1,580,043 11. SBI Infrastructure Fund
CAGR/Annualized
return of 9.2% since its launch. Ranked 18 in Sectoral
category. Return for 2023 was 49.7% , 2022 was 9.3% and 2021 was 48.3% . SBI Infrastructure Fund
Growth Launch Date 6 Jul 07 NAV (15 Mar 24) ₹43.5696 ↑ 0.04 (0.10 %) Net Assets (Cr) ₹2,064 on 31 Jan 24 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆ Risk High Expense Ratio 2.39 Sharpe Ratio 3.92 Information Ratio 0.89 Alpha Ratio 16.82 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.
Date Value 28 Feb 19 ₹10,000 29 Feb 20 ₹10,996 28 Feb 21 ₹14,192 28 Feb 22 ₹17,449 28 Feb 23 ₹19,849 29 Feb 24 ₹32,325 Returns for SBI Infrastructure Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 15 Mar 24 Duration Returns 1 Month -1.2% 3 Month 8.2% 6 Month 23.6% 1 Year 59.3% 3 Year 30.1% 5 Year 24% 10 Year 15 Year Since launch 9.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 49.7% 2022 9.3% 2021 48.3% 2020 8.2% 2019 10.2% 2018 -18.1% 2017 41.7% 2016 9.3% 2015 2.7% 2014 48.1% Fund Manager information for SBI Infrastructure Fund
Name Since Tenure Mohit Jain 30 Nov 17 6.25 Yr. Bhavin Vithlani 1 Jan 22 2.16 Yr. Data below for SBI Infrastructure Fund as on 31 Jan 24
Equity Sector Allocation
Sector Value Industrials 29.6% Basic Materials 18.74% Energy 11.63% Financial Services 10.98% Utility 10.04% Consumer Cyclical 6.69% Communication Services 3.97% Real Estate 3.51% Asset Allocation
Asset Class Value Cash 4.51% Equity 95.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 19 | RELIANCE9% ₹205 Cr 700,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 07 | BHARTIARTL5% ₹124 Cr 1,100,000
↑ 400,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT5% ₹111 Cr 320,000 Torrent Power Ltd (Utilities)
Equity, Since 31 May 22 | 5327794% ₹97 Cr 900,000 Shree Cement Ltd (Basic Materials)
Equity, Since 31 Jul 22 | 5003874% ₹92 Cr 36,000 Sobha Ltd (Real Estate)
Equity, Since 31 Jul 23 | SOBHA3% ₹78 Cr 500,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | 5322153% ₹75 Cr 700,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 19 | ULTRACEMCO3% ₹69 Cr 70,000
↑ 20,000 Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Jan 24 | GRASIM3% ₹66 Cr 300,000 GAIL (India) Ltd (Utilities)
Equity, Since 31 Dec 20 | 5321553% ₹66 Cr 3,600,000
The investors are suggested to invest in the SIP plans of their choice. The above-mentioned top 11 Mutual Funds are suitable for investors of all kind. So, either you are a high-risk investor or a relatively lower one, these SIP funds are the Best Mutual Funds to Invest. So, don’t wait, invest now!
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The quantitative factors 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.
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A: Mutual funds are a part of the Systematic Investment Plan or SIPs that usually produce excellent returns later. When you invest in Mutual Funds, you diversify your investment portfolio. A mutual fund can be considered an investment tool developed by an Asset Management Company by pooling in multiple investors and companies' investments.
A: Mutual funds can be broadly classified into the following types:
A: The growth Equity Funds are the most common mutual funds. However, this portfolio will consist of volatile investments. Nevertheless, investors often prefer the growth equity funds as these have higher returns and can be invested for a shorter period.
A: These investments are ideal for individuals who are looking for fixed returns on investment. The fixed income can be earned from debentures, debt securities, commercial papers, and government securities. Mutual funds would create a portfolio of various types of investments and dissipate the risk.
A: SIPs can provide the investor with assured income. If you are interested in earning passive income and want to ensure that your investment produces regular income, then you can consider investing in SIPs. .
A: If you are looking to grow your Capital and at the same time want to enjoy tax exemptions, then you could invest in a tax saving mutual fund. Under Section 80C of the income tax Act of 1861, if you invest in equity-linked tax saving mutual funds, you can enjoy tax exemptions on your investment.
A: You will need the support of a broker or a financial institute to help you with the investment. You will need the support to identify the suitable SIPs and ensure that the investments have been made correctly.