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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 June 19, 2019 , 43033 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 ₹50.7303
↑ 0.03
₹1,992 500 -0.81.2-3.215.421.7-19.6
Mirae Asset Emerging Bluechip Fund Growth ₹53.69
↓ -0.10
₹7,271 1,000 1.97.410.517.920.7-5.4
Motilal Oswal Multicap 35 Fund Growth ₹26.1811
↓ -0.15
₹13,247 500 1.74.9-0.413.618.2-7.8
Canara Robeco Emerging Equities Growth ₹93.54
↓ -0.48
₹4,675 1,000 0.76.11.414.817.8-9.3
ICICI Prudential Banking and Financial Services Fund Growth ₹67.51
↓ -0.24
₹3,068 100 512.714.620.217.6-0.4
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹29.73
↓ -0.05
₹1,741 1,000 3.69.95.716.717.2-2.4
Reliance Small Cap Fund Growth ₹39.0254
↓ -0.05
₹8,050 100 -2.1-1.7-7.713.616.6-16.7
Kotak Emerging Equity Scheme Growth ₹38.421
↓ -0.07
₹4,028 1,000 14-0.910.916.5-11.7
Franklin Build India Fund Growth ₹42.8127
↓ -0.13
₹1,256 500 2.18.68.61316.5-10.7
Aditya Birla Sun Life India GenNext Fund Growth ₹82.47
↓ -0.41
₹1,011 1,000 1.244.713.616.2-1.6
Principal Emerging Bluechip Fund Growth ₹102.62
↓ -0.44
₹2,190 500 -0.12-2.813.416.1-11
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Jun 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 18.1% 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 (21 Jun 19) ₹50.7303 ↑ 0.03   (0.06 %)
Net Assets (Cr) ₹1,992 on 30 Apr 19
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.64
Sharpe Ratio -0.74
Information Ratio 0.73
Alpha Ratio 4.86
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 May 14₹10,000
31 May 15₹17,129
31 May 16₹18,665
31 May 17₹24,363
31 May 18₹31,917
31 May 19₹30,178

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 ₹518,033.
Net Profit of ₹218,033
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 21 Jun 19

DurationReturns
1 Month 0.6%
3 Month -0.8%
6 Month 1.2%
1 Year -3.2%
3 Year 15.4%
5 Year 21.7%
10 Year
15 Year
Since launch 18.1%
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 135.45 Yr.

Data below for SBI Small Cap Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Industrials21.98%
Consumer Cyclical20.97%
Basic Materials15.72%
Financial Services13.76%
Consumer Defensive7.96%
Technology6.44%
Health Care2.48%
Utility2.34%
Real Estate1.11%
Asset Allocation
Asset ClassValue
Cash9.5%
Equity90.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
8%₹182 Cr
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
5%₹112 Cr1,077,439
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | 542141
4%₹78 Cr3,134,750
Relaxo Footwears Ltd (Consumer Cyclical)
Equity, Since 30 Nov 13 | 530517
3%₹76 Cr900,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | HDFCBANK
3%₹75 Cr310,000
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 540203
3%₹75 Cr600,000
NIIT Ltd (Technology)
Equity, Since 30 Apr 19 | 500304
3%₹74 Cr7,000,000
Carborundum Universal Ltd (Basic Materials)
Equity, Since 31 May 19 | 513375
3%₹69 Cr1,826,845
↑ 1,826,845
Kewal Kiran Clothing Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | 532732
3%₹68 Cr525,470
Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Jan 19 | 540750
3%₹67 Cr4,300,000
↑ 1,222,442

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 20.7% 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 (21 Jun 19) ₹53.69 ↓ -0.10   (-0.19 %)
Net Assets (Cr) ₹7,271 on 30 Apr 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 0.16
Information Ratio 1.3
Alpha Ratio 6.04
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 May 14₹10,000
31 May 15₹14,930
31 May 16₹16,156
31 May 17₹22,882
31 May 18₹24,954
31 May 19₹27,505

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 ₹505,644.
Net Profit of ₹205,644
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 21 Jun 19

DurationReturns
1 Month 2.4%
3 Month 1.9%
6 Month 7.4%
1 Year 10.5%
3 Year 17.9%
5 Year 20.7%
10 Year
15 Year
Since launch 20.7%
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 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services33.17%
Consumer Cyclical14.74%
Health Care10.76%
Basic Materials9.68%
Industrials8.3%
Technology8.03%
Consumer Defensive6.56%
Energy4.98%
Utility3.13%
Asset Allocation
Asset ClassValue
Cash0.67%
Equity99.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK
6%₹434 Cr1,872,370
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK
6%₹413 Cr10,130,939
↑ 733,756
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
4%₹306 Cr3,985,692
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
3%₹242 Cr1,738,513
↓ -293,923
Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 29 Feb 16 | 500800
3%₹215 Cr10,287,207
↑ 1,606,710
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹209 Cr1,505,065
↑ 51,822
Voltas Ltd (Industrials)
Equity, Since 31 Dec 14 | VOLTAS
3%₹203 Cr3,371,873
↑ 180,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
3%₹196 Cr2,611,705
↓ -50
State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN
3%₹193 Cr6,222,648
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Dec 15 | TATASTEEL
3%₹193 Cr3,457,613
↓ -93,916

3. Motilal Oswal Multicap 35 Fund

(Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.6% since its launch.  Ranked 5 in Multi Cap category.  Return for 2018 was -7.8% , 2017 was 43.1% and 2016 was 8.5% .

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund
Growth
Launch Date 28 Apr 14
NAV (21 Jun 19) ₹26.1811 ↓ -0.15   (-0.57 %)
Net Assets (Cr) ₹13,247 on 30 Apr 19
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio -0.46
Information Ratio -0.09
Alpha Ratio -8.62
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 May 14₹10,000
31 May 15₹16,144
31 May 16₹16,333
31 May 17₹22,002
31 May 18₹24,498
31 May 19₹24,623

Motilal Oswal Multicap 35 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for Motilal Oswal Multicap 35 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jun 19

DurationReturns
1 Month 0.4%
3 Month 1.7%
6 Month 4.9%
1 Year -0.4%
3 Year 13.6%
5 Year 18.2%
10 Year
15 Year
Since launch 20.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -7.8%
2017 43.1%
2016 8.5%
2015 14.6%
2014
2013
2012
2011
2010
2009
Fund Manager information for Motilal Oswal Multicap 35 Fund
NameSinceTenure
Akash Singhania8 Apr 190.06 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services45.86%
Technology12.22%
Consumer Cyclical10.9%
Energy9.4%
Industrials6.33%
Consumer Defensive6.22%
Health Care5.89%
Asset Allocation
Asset ClassValue
Cash0.55%
Equity99.45%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK
10%₹1,331 Cr5,745,342
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
6%₹850 Cr11,314,855
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 14 | HDFC
6%₹825 Cr4,135,201
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
6%₹813 Cr10,601,268
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 18 | LT
6%₹747 Cr5,540,750
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 18 | TCS
5%₹600 Cr2,652,616
RBL Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | RBLBANK
5%₹598 Cr8,801,839
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 15 | MARUTI
4%₹595 Cr893,048
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
4%₹563 Cr1,817,855
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | 540777
4%₹531 Cr13,130,900

4. 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% 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 (21 Jun 19) ₹93.54 ↓ -0.48   (-0.51 %)
Net Assets (Cr) ₹4,675 on 30 Apr 19
Category Equity - Large & Mid Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.43
Sharpe Ratio -0.29
Information Ratio 0.42
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 May 14₹10,000
31 May 15₹15,279
31 May 16₹15,638
31 May 17₹21,703
31 May 18₹24,339
31 May 19₹24,903

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 ₹470,047.
Net Profit of ₹170,047
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 21 Jun 19

DurationReturns
1 Month 0.4%
3 Month 0.7%
6 Month 6.1%
1 Year 1.4%
3 Year 14.8%
5 Year 17.8%
10 Year
15 Year
Since launch 17%
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 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services31.91%
Industrials13.87%
Consumer Cyclical13.52%
Basic Materials11.68%
Technology7.33%
Health Care5.21%
Utility4.56%
Consumer Defensive4.44%
Energy3.39%
Communication Services1.15%
Asset Allocation
Asset ClassValue
Cash2.24%
Equity97.76%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹300 Cr7,073,000
↑ 350,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFCBANK
6%₹288 Cr1,189,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 17 | LT
4%₹205 Cr1,319,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
4%₹199 Cr2,462,000
↑ 250,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 17 | RELIANCE
3%₹166 Cr1,245,000
↓ -88,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 18 | SBIN
3%₹164 Cr4,647,000
↑ 652,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | ITC
3%₹154 Cr5,539,000
↑ 738,000
Treps
CBLO/Reverse Repo | -
3%₹152 Cr
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
3%₹145 Cr1,971,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | KOTAKBANK
3%₹144 Cr943,000
↓ -50,000

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 19.3% 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 (21 Jun 19) ₹67.51 ↓ -0.24   (-0.35 %)
Net Assets (Cr) ₹3,068 on 30 Apr 19
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio 0.31
Information Ratio -0.13
Alpha Ratio -10.31
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 May 14₹10,000
31 May 15₹12,990
31 May 16₹12,855
31 May 17₹19,405
31 May 18₹20,848
31 May 19₹23,924

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 ₹470,047.
Net Profit of ₹170,047
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 21 Jun 19

DurationReturns
1 Month 1.1%
3 Month 5%
6 Month 12.7%
1 Year 14.6%
3 Year 20.2%
5 Year 17.6%
10 Year
15 Year
Since launch 19.3%
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 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services91.7%
Asset Allocation
Asset ClassValue
Cash14.13%
Equity85.82%
Other0.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | ICICIBANK
13%₹436 Cr10,300,046
↑ 132,690
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
10%₹338 Cr9,577,269
↑ 663,732
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
9%₹289 Cr1,189,734
Bank of Baroda (Financial Services)
Equity, Since 31 May 17 | 532134
7%₹223 Cr16,700,937
↑ 367,179
Treps
CBLO/Reverse Repo | -
7%₹222 Cr
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532978
5%₹181 Cr220,497
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 18 | M&MFIN
4%₹141 Cr3,350,444
↑ 132,061
LIC Housing Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | LICHSGFIN
3%₹114 Cr2,049,132
↑ 303,311
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 14 | 533398
3%₹108 Cr1,662,779
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 532215
3%₹100 Cr1,234,079
↑ 598,326

6. 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 21.8% 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 (21 Jun 19) ₹29.73 ↓ -0.05   (-0.17 %)
Net Assets (Cr) ₹1,741 on 30 Apr 19
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.64
Sharpe Ratio 0.07
Information Ratio -0.5
Alpha Ratio -18.45
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 May 14₹10,000
31 May 15₹12,539
31 May 16₹13,625
31 May 17₹18,644
31 May 18₹21,191
31 May 19₹22,989

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 ₹470,047.
Net Profit of ₹170,047
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 21 Jun 19

DurationReturns
1 Month 0.6%
3 Month 3.6%
6 Month 9.9%
1 Year 5.7%
3 Year 16.7%
5 Year 17.2%
10 Year
15 Year
Since launch 21.8%
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 135.13 Yr.
Dhaval Gala26 Aug 153.44 Yr.

Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services97.64%
Asset Allocation
Asset ClassValue
Cash2.36%
Equity97.64%
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%₹231 Cr5,670,190
State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN
9%₹149 Cr4,798,080
Bandhan Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | 541153
8%₹139 Cr2,313,900
↓ -5,600
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
7%₹121 Cr1,574,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹97 Cr312,931
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | KOTAKBANK
5%₹90 Cr650,000
Bharat Financial Inclusion Ltd (Financial Services)
Equity, Since 31 May 14 | BHARATFIN
5%₹84 Cr832,607
L&T Finance Holdings Ltd (Financial Services)
Equity, Since 31 Aug 16 | 533519
4%₹74 Cr5,663,000
DCB Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | 532772
3%₹57 Cr2,668,828
↓ -177,000

7. 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 16.8% 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 (21 Jun 19) ₹39.0254 ↓ -0.05   (-0.14 %)
Net Assets (Cr) ₹8,050 on 30 Apr 19
Category Equity - Small Cap
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio -0.89
Information Ratio 1.28
Alpha Ratio 1.76
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 May 14₹10,000
31 May 15₹14,663
31 May 16₹15,754
31 May 17₹22,204
31 May 18₹26,696
31 May 19₹24,957

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 ₹458,689.
Net Profit of ₹158,689
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 21 Jun 19

DurationReturns
1 Month -0.6%
3 Month -2.1%
6 Month -1.7%
1 Year -7.7%
3 Year 13.6%
5 Year 16.6%
10 Year
15 Year
Since launch 16.8%
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 30 Apr 19

Equity Sector Allocation
SectorValue
Basic Materials20.76%
Industrials17.94%
Consumer Cyclical13.09%
Technology12.66%
Financial Services12.24%
Consumer Defensive6.11%
Health Care5.38%
Utility2.39%
Asset Allocation
Asset ClassValue
Cash7.15%
Equity92.57%
Other0.29%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 16 | 506401
3%₹236 Cr7,500,193
↑ 370,000
Orient Electric Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 May 18 | 541301
2%₹172 Cr10,327,648
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | 532504
2%₹163 Cr2,210,504
VIP Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | 507880
2%₹156 Cr3,556,109
↓ -143,109
Triparty Repo
CBLO/Reverse Repo | -
2%₹155 Cr
Vindhya Telelinks Ltd (Technology)
Equity, Since 30 Nov 14 | 517015
2%₹148 Cr1,016,415
HOUSING DEVELOPMENT FINANCE CORPORATION LIMITED
Commercial Paper | -
2%₹145 Cr3,000
Zydus Wellness Ltd (Consumer Defensive)
Equity, Since 31 Aug 16 | 531335
2%₹141 Cr1,067,400
↓ -149,959
Kalpataru Power Transmission Ltd (Industrials)
Equity, Since 31 Dec 14 | 522287
2%₹131 Cr2,596,172
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | 540762
2%₹128 Cr3,276,100

8. 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 11.6% 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 (21 Jun 19) ₹38.421 ↓ -0.07   (-0.17 %)
Net Assets (Cr) ₹4,028 on 30 Apr 19
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.39
Sharpe Ratio -0.58
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 May 14₹10,000
31 May 15₹15,498
31 May 16₹16,485
31 May 17₹21,633
31 May 18₹23,934
31 May 19₹23,535

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 ₹458,689.
Net Profit of ₹158,689
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 21 Jun 19

DurationReturns
1 Month 1.5%
3 Month 1%
6 Month 4%
1 Year -0.9%
3 Year 10.9%
5 Year 16.5%
10 Year
15 Year
Since launch 11.6%
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 30 Apr 19

Equity Sector Allocation
SectorValue
Basic Materials24.52%
Financial Services20.2%
Consumer Cyclical16.95%
Industrials13.64%
Health Care8.1%
Consumer Defensive4.84%
Technology4.32%
Utility2.74%
Real Estate1.35%
Asset Allocation
Asset ClassValue
Cash3.01%
Equity96.99%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Aug 13 | RAMCOCEM
4%₹147 Cr1,895,467
PI Industries Ltd (Basic Materials)
Equity, Since 30 Apr 18 | PIIND
3%₹138 Cr1,324,608
↑ 52,682
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 540611
3%₹132 Cr2,044,935
↑ 15,791
Schaeffler India Ltd (Industrials)
Equity, Since 31 Mar 14 | SCHAEFFLER
3%₹129 Cr239,296
↑ 171
Triparty Repo
CBLO/Reverse Repo | -
3%₹124 Cr
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 509930
3%₹123 Cr1,080,324
↑ 40,876
RBL Bank Ltd (Financial Services)
Equity, Since 31 May 17 | RBLBANK
3%₹121 Cr1,786,133
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 15 | ATUL
3%₹120 Cr350,828
↑ 34,487
Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹113 Cr1,154,422
↑ 137,583
Bharat Financial Inclusion Ltd (Financial Services)
Equity, Since 31 May 18 | BHARATFIN
3%₹106 Cr1,051,796
↓ -50,000

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% 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 (21 Jun 19) ₹42.8127 ↓ -0.13   (-0.30 %)
Net Assets (Cr) ₹1,256 on 30 Apr 19
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.73
Sharpe Ratio 0.25
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 May 14₹10,000
31 May 15₹15,715
31 May 16₹15,546
31 May 17₹20,153
31 May 18₹21,395
31 May 19₹23,718

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 ₹458,689.
Net Profit of ₹158,689
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 21 Jun 19

DurationReturns
1 Month 1.4%
3 Month 2.1%
6 Month 8.6%
1 Year 8.6%
3 Year 13%
5 Year 16.5%
10 Year
15 Year
Since launch 16%
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 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services29.99%
Basic Materials12.65%
Energy12.51%
Industrials9.93%
Communication Services9.01%
Utility7.25%
Technology4.91%
Consumer Cyclical3.77%
Real Estate2.44%
Asset Allocation
Asset ClassValue
Cash5.91%
Equity94.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
10%₹122 Cr3,000,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
9%₹118 Cr3,800,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
7%₹84 Cr1,100,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
6%₹75 Cr325,000
↓ -75,000
Call, Cash & Other Assets
Net Current Assets | -
6%₹74 Cr
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
5%₹64 Cr2,000,000
Indian Oil Corp Ltd (Energy)
Equity, Since 30 Apr 16 | IOC
5%₹63 Cr4,000,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 16 | 500547
5%₹57 Cr1,500,000
↑ 100,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 18 | ULTRACEMCO
3%₹44 Cr95,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
3%₹40 Cr3,000,000

10. Aditya Birla Sun Life India GenNext Fund

An Open-ended growth scheme with the objective to target growth of capital by investing in equity/equity related instruments of companies that are expected to benefit from the rising consumption patterns in India, which in turn is getting fuelled by high disposable incomes of the young generation (Generation Next). The scheme will invest in companies that have the following characteristics: 1. Companies that seek growth in revenues arising out of demand from the younger generation (GenNext) for their products or services. 2. They should be engaged in manufacturing of products or rendering of services that go directly to the consumer. 3. The products and services should have distinct brand identity, thereby enabling choice.

Aditya Birla Sun Life India GenNext Fund is a Equity - Sectoral fund was launched on 5 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 16.4% since its launch.  Ranked 8 in Sectoral category.  Return for 2018 was -1.6% , 2017 was 39.4% and 2016 was 7.4% .

Below is the key information for Aditya Birla Sun Life India GenNext Fund

Aditya Birla Sun Life India GenNext Fund
Growth
Launch Date 5 Aug 05
NAV (21 Jun 19) ₹82.47 ↓ -0.41   (-0.49 %)
Net Assets (Cr) ₹1,011 on 30 Apr 19
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 0.72
Sharpe Ratio -0.05
Information Ratio 0.02
Alpha Ratio -1.45
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 May 14₹10,000
31 May 15₹14,592
31 May 16₹14,832
31 May 17₹18,820
31 May 18₹21,257
31 May 19₹22,368

Aditya Birla Sun Life India GenNext Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Aditya Birla Sun Life India GenNext Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jun 19

DurationReturns
1 Month 0.4%
3 Month 1.2%
6 Month 4%
1 Year 4.7%
3 Year 13.6%
5 Year 16.2%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -1.6%
2017 39.4%
2016 7.4%
2015 7.5%
2014 51%
2013 4.8%
2012 46%
2011 -14.5%
2010 28.5%
2009 58.5%
Fund Manager information for Aditya Birla Sun Life India GenNext Fund
NameSinceTenure
Anil Shah23 Sep 135.52 Yr.
Chanchal Khandelwal26 Aug 153.6 Yr.

Data below for Aditya Birla Sun Life India GenNext Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services33.63%
Consumer Defensive22.38%
Consumer Cyclical16.6%
Basic Materials7.64%
Health Care7.27%
Industrials2.59%
Technology2.11%
Communication Services0.63%
Asset Allocation
Asset ClassValue
Cash7.05%
Equity92.91%
Other0.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
8%₹76 Cr330,000
Clearing Corporation Of India Limited
CBLO | -
7%₹72 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | ICICIBANK
6%₹63 Cr1,540,000
↑ 100,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 13 | ITC
6%₹57 Cr1,899,384
↑ 150,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 12 | HDFC
3%₹35 Cr176,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹32 Cr231,342
Nestle India Ltd (Consumer Defensive)
Equity, Since 29 Feb 16 | NESTLEIND
2%₹23 Cr21,155
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
2%₹21 Cr270,000
↑ 20,000
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Sep 11 | 500825
2%₹20 Cr70,000
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 May 18 | 532978
2%₹20 Cr26,860

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 24.6% 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 (21 Jun 19) ₹102.62 ↓ -0.44   (-0.43 %)
Net Assets (Cr) ₹2,190 on 30 Apr 19
Category Equity - Large & Mid Cap
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.52
Sharpe Ratio -0.6
Information Ratio 0.07
Alpha Ratio -6.33
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 May 14₹10,000
31 May 15₹14,911
31 May 16₹15,026
31 May 17₹20,403
31 May 18₹23,545
31 May 19₹22,823

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 ₹458,689.
Net Profit of ₹158,689
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 21 Jun 19

DurationReturns
1 Month -0.1%
3 Month -0.1%
6 Month 2%
1 Year -2.8%
3 Year 13.4%
5 Year 16.1%
10 Year
15 Year
Since launch 24.6%
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 117.92 Yr.

Data below for Principal Emerging Bluechip Fund as on 30 Apr 19

Equity Sector Allocation
SectorValue
Financial Services27.29%
Consumer Cyclical17.23%
Basic Materials12.79%
Industrials10.4%
Technology9.7%
Health Care7.38%
Consumer Defensive5.22%
Energy4.47%
Utility3.4%
Asset Allocation
Asset ClassValue
Cash1.91%
Equity97.88%
Debt0.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 17 | HDFCBANK
5%₹109 Cr471,000
↑ 3,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK
3%₹73 Cr1,782,900
↑ 90,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
3%₹62 Cr447,000
↑ 9,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | KOTAKBANK
2%₹54 Cr387,900
↑ 9,900
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
2%₹52 Cr168,900
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
2%₹48 Cr210,900
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 500825
2%₹47 Cr161,108
AIA Engineering Ltd (Industrials)
Equity, Since 31 May 14 | AIAENG
2%₹45 Cr247,500
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Sep 09 | 500387
2%₹43 Cr21,699
↑ 900
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 18 | 532978
2%₹43 Cr56,700

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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