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11 Best performing SIPs for 2018 - 2019 | Systematic Investment Plan

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11 Best Mutual Funds for SIP 2018 - 2019

Updated on December 6, 2018 , 2078 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.

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

Best SIP Plans

Top 11 SIP Mutual Funds in India FY-18-19

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2017 (%)
SBI Small Cap Fund Growth ₹48.7372
↑ 0.09
₹1,141 500 -12.7-9.4-17.114.230.378.7
Reliance Small Cap Fund Growth ₹38.5879
↓ -0.02
₹6,910 100 -13.8-10.3-14.112.427.863
Mirae Asset Emerging Bluechip Fund Growth ₹48.604
↑ 0.33
₹5,780 1,000 -6.9-0.9-3.816.127.549
Canara Robeco Emerging Equities Growth ₹86.67
↑ 0.48
₹3,718 1,000 -11.1-6.7-711.926.652.1
DSP BlackRock Small Cap Fund  Growth ₹51.735
↓ -0.02
₹4,748 500 -13.8-14.9-22.26.925.242.8
L&T Midcap Fund Growth ₹128.57
↓ -0.03
₹3,197 500 -9.4-8.4-11.412.824.852.3
Principal Emerging Bluechip Fund Growth ₹98.78
↑ 0.50
₹1,932 500 -11.2-7.8-9.113.823.649.1
Kotak Emerging Equity Scheme Growth ₹35.712
↓ -0.01
₹3,140 1,000 -9.4-9.4-11.21123.343
Franklin India Smaller Companies Fund Growth ₹50.604
↑ 0.00
₹6,598 500 -11.7-13.9-16.78.722.143.5
Aditya Birla Sun Life Pure Value Fund Growth ₹49.6549
↑ 0.07
₹3,925 1,000 -14.6-16.1-22.38.222.156
Edelweiss Mid Cap Fund Growth ₹24.72
↓ 0.00
₹758 1,000 -12.3-11.4-148.821.852.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Dec 18
*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 18.7% since its launch.  Ranked 4 in Small Cap category.  Return for 2017 was 78.7% , 2016 was 1.3% and 2015 was 20.6% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (07 Dec 18) ₹48.7372 ↑ 0.09   (0.19 %)
Net Assets (Cr) ₹1,141 on 31 Oct 18
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.64
Sharpe Ratio -0.31
Information Ratio 0.73
Alpha Ratio 13.7
Min Investment 5,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Min SIP Investment 500

Growth of 10,000 investment over the years.

DateValue
30 Nov 13₹10,000
30 Nov 14₹20,072
30 Nov 15₹25,283
30 Nov 16₹28,429
30 Nov 17₹45,630
30 Nov 18₹38,386

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 7 Dec 18

DurationReturns
1 Month -0.8%
3 Month -12.7%
6 Month -9.4%
1 Year -17.1%
3 Year 14.2%
5 Year 30.3%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
2017 78.7%
2016 1.3%
2015 20.6%
2014 110.7%
2013 7.8%
2012 31.9%
2011 -24.3%
2010 19%
2009
2008
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 Oct 18

Equity Sector Allocation
SectorValue
Industrials19.53%
Consumer Cyclical17.06%
Basic Materials13.85%
Financial Services12.45%
Consumer Defensive10.03%
Health Care4.08%
Technology3.8%
Real Estate1.88%
Asset Allocation
Asset ClassValue
Cash13.06%
Equity86.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cblo
CBLO | -
11%₹127 Cr
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
3%₹39 Cr700,000
Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | 508486
3%₹38 Cr130,000
Techno Electric & Engineering Company Ltd.
Equity, Since 31 Aug 18 | -
3%₹37 Cr1,400,000
Tamil Nadu Newsprint & Papers Ltd (Basic Materials)
Equity, Since 30 Sep 17 | 531426
3%₹36 Cr1,400,000
Marico Ltd (Consumer Defensive)
Equity, Since 30 Sep 18 | 531642
3%₹35 Cr1,100,000
↑ 400,000
Alembic Ltd (Healthcare)
Equity, Since 31 Dec 17 | 506235
3%₹35 Cr8,191,160
↑ 181,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
3%₹34 Cr500,000
↑ 500,000
ICICI Securities Ltd (Financial Services)
Equity, Since 31 May 18 | 541179
3%₹33 Cr1,400,000
↑ 630,000
Indostar Capital Finance Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 18 | 541336
3%₹33 Cr1,102,000
↑ 102,000

2. Reliance Small Cap Fund

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Reliance Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.8% since its launch.  Ranked 6 in Small Cap category.  Return for 2017 was 63% , 2016 was 5.6% and 2015 was 15.1% .

Below is the key information for Reliance Small Cap Fund

Reliance Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (07 Dec 18) ₹38.5879 ↓ -0.02   (-0.06 %)
Net Assets (Cr) ₹6,910 on 31 Oct 18
Category Equity - Small Cap
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio -0.47
Information Ratio 1.18
Alpha Ratio 9.01
Min Investment 5,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Min SIP Investment 100

Growth of 10,000 investment over the years.

DateValue
30 Nov 13₹10,000
30 Nov 14₹20,738
30 Nov 15₹24,598
30 Nov 16₹26,799
30 Nov 17₹40,519
30 Nov 18₹35,536

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 7 Dec 18

DurationReturns
1 Month -2.5%
3 Month -13.8%
6 Month -10.3%
1 Year -14.1%
3 Year 12.4%
5 Year 27.8%
10 Year
15 Year
Since launch 17.8%
Historical performance (Yearly) on absolute basis
YearReturns
2017 63%
2016 5.6%
2015 15.1%
2014 97.6%
2013 11.9%
2012 41.9%
2011 -25%
2010
2009
2008
Fund Manager information for Reliance Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 171.83 Yr.
Dhrumil Shah1 Feb 180.75 Yr.
Kinjal Desai25 May 180.44 Yr.

Data below for Reliance Small Cap Fund as on 31 Oct 18

Equity Sector Allocation
SectorValue
Basic Materials21.23%
Industrials15.39%
Technology13.88%
Consumer Cyclical12.9%
Financial Services9.18%
Consumer Defensive7.09%
Health Care6.27%
Utility1.22%
Asset Allocation
Asset ClassValue
Cash9.94%
Equity89.75%
Other0.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
LIC Housing Finance Limited
Commercial Paper | -
4%₹249 Cr5,000
West Coast Paper Mills Ltd (Basic Materials)
Equity, Since 31 Oct 12 | 500444
2%₹159 Cr4,052,175
VIP Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | 507880
2%₹156 Cr3,526,918
↑ 25,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 16 | 506401
2%₹155 Cr6,218,574
↑ 7,853
Vindhya Telelinks Ltd (Technology)
Equity, Since 30 Nov 14 | 517015
2%₹149 Cr1,009,415
↑ 2,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | 532504
2%₹148 Cr2,280,504
↑ 5,000
Zydus Wellness Ltd (Consumer Defensive)
Equity, Since 31 Aug 16 | 531335
2%₹143 Cr1,210,882
↑ 4,853
Cyient Ltd (Technology)
Equity, Since 31 Mar 12 | CYIENT
2%₹130 Cr2,095,926
Orient Electric Ltd Ordinary Shares (Technology)
Equity, Since 31 May 18 | 541301
2%₹130 Cr10,327,648
↑ 100,000
Sterlite Technologies Ltd (Technology)
Equity, Since 31 May 15 | STRTECH
2%₹130 Cr3,400,000

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 20.7% since its launch.  Return for 2017 was 49% , 2016 was 12.2% and 2015 was 14.1% .

Below is the key information for Mirae Asset Emerging Bluechip Fund

Mirae Asset Emerging Bluechip Fund
Growth
Launch Date 9 Jul 10
NAV (07 Dec 18) ₹48.604 ↑ 0.33   (0.69 %)
Net Assets (Cr) ₹5,780 on 31 Oct 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 -0.39
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Min SIP Investment 1,000

Growth of 10,000 investment over the years.

DateValue
30 Nov 13₹10,000
30 Nov 14₹19,040
30 Nov 15₹22,112
30 Nov 16₹25,917
30 Nov 17₹35,938
30 Nov 18₹34,896

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 7 Dec 18

DurationReturns
1 Month 1.4%
3 Month -6.9%
6 Month -0.9%
1 Year -3.8%
3 Year 16.1%
5 Year 27.5%
10 Year
15 Year
Since launch 20.7%
Historical performance (Yearly) on absolute basis
YearReturns
2017 49%
2016 12.2%
2015 14.1%
2014 84.6%
2013 8.6%
2012 45.6%
2011 -15.2%
2010
2009
2008
Fund Manager information for Mirae Asset Emerging Bluechip Fund
NameSinceTenure
Neelesh Surana9 Jul 108.32 Yr.

Data below for Mirae Asset Emerging Bluechip Fund as on 31 Oct 18

Equity Sector Allocation
SectorValue
Financial Services29.18%
Consumer Cyclical16.73%
Basic Materials14.2%
Technology9.1%
Health Care8.35%
Energy7.9%
Consumer Defensive7.4%
Industrials5.85%
Utility1.2%
Asset Allocation
Asset ClassValue
Cash0.09%
Equity99.91%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK
6%₹333 Cr1,744,398
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK
5%₹314 Cr8,847,190
↑ 170,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
4%₹238 Cr2,245,114
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
4%₹220 Cr1,969,397
↓ -157,699
Havells India Ltd (Industrials)
Equity, Since 28 Feb 17 | 517354
3%₹177 Cr2,735,940
State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN
3%₹176 Cr6,271,196
↑ 360,000
Info Edge (India) Ltd (Technology)
Equity, Since 31 Oct 13 | NAUKRI
3%₹165 Cr1,042,398
↓ -91,942
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Dec 15 | TATASTEEL
3%₹161 Cr2,907,662
↑ 195,000
Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 29 Feb 16 | 500800
3%₹160 Cr7,327,963
↑ 1,020,114
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 May 18 | DIVISLAB
3%₹159 Cr1,071,860
↓ -114,881

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 2017 was 52.1% , 2016 was 2.6% and 2015 was 13.1% .

Below is the key information for Canara Robeco Emerging Equities

Canara Robeco Emerging Equities
Growth
Launch Date 11 Mar 05
NAV (07 Dec 18) ₹86.67 ↑ 0.48   (0.56 %)
Net Assets (Cr) ₹3,718 on 31 Oct 18
Category Equity - Large & Mid Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.43
Sharpe Ratio -0.5
Information Ratio 0.14
Alpha Ratio -5.69
Min Investment 5,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Min SIP Investment 1,000

Growth of 10,000 investment over the years.

DateValue
30 Nov 13₹10,000
30 Nov 14₹20,759
30 Nov 15₹23,986
30 Nov 16₹25,313
30 Nov 17₹35,885
30 Nov 18₹33,677

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 7 Dec 18

DurationReturns
1 Month 0.8%
3 Month -11.1%
6 Month -6.7%
1 Year -7%
3 Year 11.9%
5 Year 26.6%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2008 -66.1%
Fund Manager information for Canara Robeco Emerging Equities
NameSinceTenure
Krishna Sanghavi16 Oct 180.04 Yr.
Miyush Gandhi2 Jul 180.33 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services31%
Consumer Cyclical12.73%
Basic Materials11.66%
Technology9.8%
Industrials9.08%
Health Care7.16%
Consumer Defensive6.88%
Utility4.72%
Energy3.78%
Asset Allocation
Asset ClassValue
Cash2.88%
Equity97.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFCBANK
7%₹245 Cr1,280,000
↑ 1,129,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
5%₹183 Cr5,141,000
↑ 300,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
4%₹167 Cr2,864,000
↑ 700,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 18 | ITC
4%₹144 Cr5,150,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 17 | RELIANCE
4%₹141 Cr1,325,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 18 | SBIN
3%₹130 Cr4,605,000
↑ 400,000
Cblo
CBLO | -
3%₹110 Cr
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | KOTAKBANK
3%₹100 Cr897,000
↑ 897,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 18 | DIVISLAB
2%₹89 Cr598,982
↓ -313,018
Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Jul 18 | 532514
2%₹86 Cr3,205,000
↑ 650,000

5. DSP BlackRock Small Cap Fund 

(Erstwhile DSP BlackRock Micro Cap Fund)

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized

DSP BlackRock Small Cap Fund  is a Equity - Small Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.4% since its launch.  Ranked 7 in Small Cap category.  Return for 2017 was 42.8% , 2016 was 12.7% and 2015 was 20.4% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (07 Dec 18) ₹51.735 ↓ -0.02   (-0.05 %)
Net Assets (Cr) ₹4,748 on 31 Oct 18
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio -0.97
Information Ratio -0.24
Alpha Ratio -2.06
Min Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)
Min SIP Investment 500

Growth of 10,000 investment over the years.

DateValue
30 Nov 13₹10,000
30 Nov 14₹21,181
30 Nov 15₹25,756
30 Nov 16₹30,319
30 Nov 17₹40,079
30 Nov 18₹31,793

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 7 Dec 18

DurationReturns
1 Month -2.2%
3 Month -13.8%
6 Month -14.9%
1 Year -22.2%
3 Year 6.9%
5 Year 25.2%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2008 -63.3%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 108.37 Yr.
Jay Kothari1 Mar 135.67 Yr.
Reshma Jain16 Mar 180.63 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 31 Oct 18

Equity Sector Allocation
SectorValue
Consumer Cyclical33.1%
Basic Materials26.75%
Technology9.34%
Health Care8.17%
Financial Services7.39%
Industrials5.54%
Consumer Defensive3.7%
Utility1.77%
Asset Allocation
Asset ClassValue
Cash3.17%
Equity96.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL
4%₹201 Cr609,037
↓ -55,148
SRF Ltd (Consumer Cyclical)
Equity, Since 30 Nov 13 | SRF
4%₹199 Cr1,029,752
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
4%₹170 Cr2,499,638
Aarti Industries Ltd (Basic Materials)
Equity, Since 31 Jan 15 | 524208
3%₹166 Cr1,278,531
↓ -150,571
Cblo / Reverse Repo Investments
CBLO/Reverse Repo | -
3%₹152 Cr
DCB Bank Ltd (Financial Services)
Equity, Since 31 May 13 | 532772
3%₹143 Cr9,022,562
↓ -343,263
Finolex Cables Ltd (Technology)
Equity, Since 31 Mar 14 | FINCABLES
3%₹142 Cr2,839,687
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 532889
3%₹135 Cr2,256,550
Nilkamal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 523385
3%₹125 Cr787,253
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | 532509
3%₹124 Cr5,263,015

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 19.5% since its launch.  Ranked 5 in Mid Cap category.  Return for 2017 was 52.3% , 2016 was 9.8% and 2015 was 10.8% .

Below is the key information for L&T Midcap Fund

L&T Midcap Fund
Growth
Launch Date 9 Aug 04
NAV (07 Dec 18) ₹128.57 ↓ -0.03   (-0.02 %)
Net Assets (Cr) ₹3,197 on 31 Oct 18
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.69
Sharpe Ratio -0.89
Information Ratio 0.59
Alpha Ratio -4.59
Min Investment 5,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Min SIP Investment 500

Growth of 10,000 investment over the years.

DateValue
30 Nov 13₹10,000
30 Nov 14₹18,932
30 Nov 15₹21,484
30 Nov 16₹24,191
30 Nov 17₹34,755
30 Nov 18₹31,246

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 7 Dec 18

DurationReturns
1 Month -0.4%
3 Month -9.4%
6 Month -8.4%
1 Year -11.4%
3 Year 12.8%
5 Year 24.8%
10 Year
15 Year
Since launch 19.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2008 -61.4%
Fund Manager information for L&T Midcap Fund
NameSinceTenure
S.N. Lahiri22 Jun 135.36 Yr.
Vihang Naik28 Jun 162.34 Yr.

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

Equity Sector Allocation
SectorValue
Basic Materials21.17%
Consumer Cyclical16.23%
Financial Services15.27%
Industrials14.36%
Health Care9.27%
Technology5.75%
Consumer Defensive2.21%
Real Estate1.45%
Energy1.01%
Asset Allocation
Asset ClassValue
Cash11.18%
Equity88.69%
Debt0%
Other0.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
(A) Collateralised Borrowing And Lending Obligation
CBLO | -
11%₹357 Cr
Berger Paints India Ltd (Basic Materials)
Equity, Since 29 Feb 16 | 509480
3%₹86 Cr3,055,500
RBL Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | RBLBANK
3%₹81 Cr1,549,800
Graphite India Ltd (Industrials)
Equity, Since 31 Jan 17 | 509488
2%₹74 Cr780,325
Exide Industries Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | 500086
2%₹74 Cr2,783,300
↑ 119,800
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | CHOLAFIN
2%₹74 Cr579,800
↑ 26,500
Sterlite Technologies Ltd (Technology)
Equity, Since 31 Jan 17 | STRTECH
2%₹71 Cr1,874,500
↑ 368,500
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Sep 12 | RAMCOCEM
2%₹71 Cr1,190,600
City Union Bank Ltd (Financial Services)
Equity, Since 31 Mar 18 | CUB
2%₹71 Cr4,166,800
Emami Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 531162
2%₹71 Cr1,787,200
↑ 62,500

7. Principal Emerging Bluechip Fund

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

Principal Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 12 Nov 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 25.5% since its launch.  Ranked 1 in Large & Mid Cap category.  Return for 2017 was 49.1% , 2016 was 11.2% and 2015 was 6% .

Below is the key information for Principal Emerging Bluechip Fund

Principal Emerging Bluechip Fund
Growth
Launch Date 12 Nov 08
NAV (07 Dec 18) ₹98.78 ↑ 0.50   (0.51 %)
Net Assets (Cr) ₹1,932 on 31 Oct 18
Category Equity - Large & Mid Cap
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.52
Sharpe Ratio -0.73
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Min SIP Investment 500

Growth of 10,000 investment over the years.

DateValue
30 Nov 13₹10,000
30 Nov 14₹18,734
30 Nov 15₹20,190
30 Nov 16₹23,256
30 Nov 17₹32,402
30 Nov 18₹29,769

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 7 Dec 18

DurationReturns
1 Month 0.2%
3 Month -11.2%
6 Month -7.8%
1 Year -9.1%
3 Year 13.8%
5 Year 23.6%
10 Year
15 Year
Since launch 25.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2008
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 Oct 18

Equity Sector Allocation
SectorValue
Financial Services19.86%
Consumer Cyclical16.95%
Basic Materials12.89%
Industrials12.77%
Technology11.08%
Health Care6.84%
Consumer Defensive6.45%
Utility3.91%
Energy3.27%
Asset Allocation
Asset ClassValue
Cash5.54%
Equity94.23%
Debt0.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cblo 01-Nov-2018
CBLO | -
6%₹106 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 17 | HDFCBANK
3%₹53 Cr278,700
↑ 75,300
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK
2%₹45 Cr1,268,000
↑ 135,200
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 500825
2%₹45 Cr78,900
AIA Engineering Ltd (Industrials)
Equity, Since 31 May 14 | AIAENG
2%₹41 Cr238,500
↑ 4,500
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
2%₹40 Cr168,900
↑ 15,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
2%₹39 Cr366,000
↑ 24,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | 532540
2%₹37 Cr192,900
↑ 6,000
Exide Industries Ltd (Consumer Cyclical)
Equity, Since 31 Oct 17 | 500086
2%₹34 Cr1,284,000
↑ 69,000
Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Oct 09 | TORNTPHARM
2%₹32 Cr190,800
↑ 3,900

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 11.5% since its launch.  Ranked 12 in Mid Cap category.  Return for 2017 was 43% , 2016 was 10.4% and 2015 was 8.4% .

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme
Growth
Launch Date 30 Mar 07
NAV (07 Dec 18) ₹35.712 ↓ -0.01   (-0.03 %)
Net Assets (Cr) ₹3,140 on 31 Oct 18
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.39
Sharpe Ratio -0.81
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Exit Load 0-2 Years (1%),2 Years and above(NIL)
Min SIP Investment 1,000

Growth of 10,000 investment over the years.

DateValue
30 Nov 13₹10,000
30 Nov 14₹19,113
30 Nov 15₹21,396
30 Nov 16₹24,599
30 Nov 17₹32,850
30 Nov 18₹29,273

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 7 Dec 18

DurationReturns
1 Month 0.6%
3 Month -9.4%
6 Month -9.4%
1 Year -11.2%
3 Year 11%
5 Year 23.3%
10 Year
15 Year
Since launch 11.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2008 -65.2%
Fund Manager information for Kotak Emerging Equity Scheme
NameSinceTenure
Pankaj Tibrewal21 Jun 108.37 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services22%
Basic Materials19.82%
Consumer Cyclical17.09%
Industrials14.51%
Health Care8.4%
Consumer Defensive5.55%
Technology5.28%
Utility2.48%
Real Estate1.9%
Asset Allocation
Asset ClassValue
Cash2.74%
Equity97.26%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
RBL Bank Ltd (Financial Services)
Equity, Since 31 May 17 | RBLBANK
4%₹118 Cr2,253,603
↑ 21,128
Schaeffler India Ltd (Industrials)
Equity, Since 31 Mar 14 | SCHAEFFLER
4%₹116 Cr231,267
↑ 18,000
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Aug 13 | RAMCOCEM
4%₹115 Cr1,913,307
↑ 152,982
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 15 | ATUL
3%₹104 Cr314,285
↓ -12,641
Bharat Financial Inclusion Ltd (Financial Services)
Equity, Since 31 May 18 | BHARATFIN
3%₹101 Cr1,151,796
Collateral Borrowing & Lending Obligation
CBLO | -
3%₹94 Cr
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 509930
3%₹92 Cr935,324
↑ 45,000
PI Industries Ltd (Basic Materials)
Equity, Since 30 Apr 18 | PIIND
3%₹89 Cr1,148,487
↑ 87,815
Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹83 Cr827,938
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 11 | SOLARINDS
3%₹80 Cr802,254
↓ -30,928

9. Franklin India Smaller Companies Fund

The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies.

Franklin India Smaller Companies Fund is a Equity - Small Cap fund was launched on 13 Jan 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.4% since its launch.  Ranked 11 in Small Cap category.  Return for 2017 was 43.5% , 2016 was 10.2% and 2015 was 9.6% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (07 Dec 18) ₹50.604 ↑ 0.00   (0.00 %)
Net Assets (Cr) ₹6,598 on 31 Oct 18
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.42
Sharpe Ratio -1.14
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Min SIP Investment 500

Growth of 10,000 investment over the years.

DateValue
30 Nov 13₹10,000
30 Nov 14₹19,185
30 Nov 15₹21,605
30 Nov 16₹24,670
30 Nov 17₹33,494
30 Nov 18₹27,832

Returns for Franklin India Smaller Companies Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Dec 18

DurationReturns
1 Month -1.9%
3 Month -11.7%
6 Month -13.9%
1 Year -16.7%
3 Year 8.7%
5 Year 22.1%
10 Year
15 Year
Since launch 13.4%
Historical performance (Yearly) on absolute basis
YearReturns
2017 43.5%
2016 10.2%
2015 9.6%
2014 89.9%
2013 13.2%
2012 51.7%
2011 -25.9%
2010 18.6%
2009 104.6%
2008 -63.2%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Apr 0711.59 Yr.
Srikesh Nair1 Dec 152.92 Yr.
Hari Shyamsunder2 May 162.5 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Oct 18

Equity Sector Allocation
SectorValue
Financial Services18.92%
Industrials18.52%
Basic Materials16.98%
Consumer Cyclical16.18%
Technology7.96%
Health Care5.42%
Energy3.44%
Real Estate3.11%
Consumer Defensive1.57%
Communication Services0.71%
Utility0.4%
Asset Allocation
Asset ClassValue
Equity94.05%
Other5.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Call, Cash & Other Assets
Receivables | -
6%₹393 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
4%₹265 Cr1,383,653
Finolex Cables Ltd (Technology)
Equity, Since 31 Mar 12 | FINCABLES
3%₹192 Cr3,843,709
Cyient Ltd (Technology)
Equity, Since 30 Jun 14 | CYIENT
3%₹177 Cr2,844,726
Vardhman Textiles Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 502986
3%₹167 Cr1,655,675
eClerx Services Ltd (Industrials)
Equity, Since 28 Feb 13 | 532927
2%₹149 Cr1,401,949
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | 506401
2%₹139 Cr5,578,251
Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
2%₹136 Cr2,521,141
Music Broadcast Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | 540366
2%₹129 Cr3,907,435
Repco Home Finance Ltd (Financial Services)
Equity, Since 30 Apr 13 | 535322
2%₹128 Cr3,465,705
↑ 80,000

10. Aditya Birla Sun Life Pure Value Fund

An Open ended Diversified Equity Scheme with the objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities by following value investing strategy.

Aditya Birla Sun Life Pure Value Fund is a Equity - Value fund was launched on 27 Mar 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.2% since its launch.  Ranked 15 in Value category.  Return for 2017 was 56% , 2016 was 9% and 2015 was 4.2% .

Below is the key information for Aditya Birla Sun Life Pure Value Fund

Aditya Birla Sun Life Pure Value Fund
Growth
Launch Date 27 Mar 08
NAV (07 Dec 18) ₹49.6549 ↑ 0.07   (0.14 %)
Net Assets (Cr) ₹3,925 on 31 Oct 18
Category Equity - Value
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.55
Sharpe Ratio -1.37
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)
Min SIP Investment 1,000

Growth of 10,000 investment over the years.

DateValue
30 Nov 13₹10,000
30 Nov 14₹20,822
30 Nov 15₹21,679
30 Nov 16₹24,737
30 Nov 17₹35,719
30 Nov 18₹28,261

Returns for Aditya Birla Sun Life Pure Value Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Dec 18

DurationReturns
1 Month -3.3%
3 Month -14.6%
6 Month -16.1%
1 Year -22.3%
3 Year 8.2%
5 Year 22.1%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2017 56%
2016 9%
2015 4.2%
2014 99%
2013 5.4%
2012 33.4%
2011 -24%
2010 23.7%
2009 91.4%
2008
Fund Manager information for Aditya Birla Sun Life Pure Value Fund
NameSinceTenure
Mahesh Patil15 Jan 144.8 Yr.
Milind Bafna15 Jan 144.8 Yr.

Data below for Aditya Birla Sun Life Pure Value Fund as on 31 Oct 18

Equity Sector Allocation
SectorValue
Basic Materials28.12%
Consumer Cyclical12.97%
Energy10.03%
Technology8.8%
Financial Services6.44%
Consumer Defensive6.03%
Industrials4.87%
Utility3.91%
Health Care3.46%
Asset Allocation
Asset ClassValue
Cash15.37%
Equity84.63%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Limited
CBLO | -
12%₹469 Cr
State Bank of India (Financial Services)
Equity, Since 31 Oct 18 | SBIN
4%₹169 Cr6,000,000
↑ 6,000,000
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 18 | TATASTEEL
4%₹138 Cr2,500,000
↓ -600,000
Gujarat Alkalies & Chemicals Ltd (Basic Materials)
Equity, Since 31 Aug 17 | 530001
3%₹112 Cr2,074,219
↑ 10,000
Petronet LNG Ltd (Energy)
Equity, Since 31 Dec 17 | 532522
3%₹109 Cr4,848,000
↑ 300,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Mar 17 | 506401
2%₹97 Cr3,904,733
↑ 402,000
Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 500800
2%₹90 Cr4,121,500
Sterlite Technologies Ltd (Technology)
Equity, Since 30 Apr 17 | STRTECH
2%₹87 Cr2,282,700
↑ 208,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | ITC
2%₹84 Cr3,000,000
↑ 3,000,000
PTC India Ltd (Utilities)
Equity, Since 31 Dec 17 | 532524
2%₹83 Cr10,824,000

11. Edelweiss Mid Cap Fund

(Erstwhile Edelweiss Mid and Small Cap Fund )

The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies. However, there can be no assurance that the investment objective of the Scheme will be realised.

Edelweiss Mid Cap Fund is a Equity - Mid Cap fund was launched on 26 Dec 07. It is a fund with High risk and has given a CAGR/Annualized return of 8.6% since its launch.  Ranked 22 in Mid Cap category.  Return for 2017 was 52.3% , 2016 was 2.5% and 2015 was 9.4% .

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund
Growth
Launch Date 26 Dec 07
NAV (07 Dec 18) ₹24.72 ↓ 0.00   (-0.01 %)
Net Assets (Cr) ₹758 on 31 Oct 18
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 2.63
Sharpe Ratio -0.57
Information Ratio -0.05
Alpha Ratio 0.63
Min Investment 5,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)
Min SIP Investment 1,000

Growth of 10,000 investment over the years.

DateValue
30 Nov 13₹10,000
30 Nov 14₹19,092
30 Nov 15₹21,321
30 Nov 16₹22,778
30 Nov 17₹31,648
30 Nov 18₹27,742

Returns for Edelweiss Mid 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 7 Dec 18

DurationReturns
1 Month -0.6%
3 Month -12.3%
6 Month -11.4%
1 Year -14%
3 Year 8.8%
5 Year 21.8%
10 Year
15 Year
Since launch 8.6%
Historical performance (Yearly) on absolute basis
YearReturns
2017 52.3%
2016 2.5%
2015 9.4%
2014 83.4%
2013 6.8%
2012 44.7%
2011 -24.8%
2010 26.1%
2009 88.7%
2008 -65.9%
Fund Manager information for Edelweiss Mid Cap Fund
NameSinceTenure
Harshad Patwardhan26 Dec 0710.86 Yr.

Data below for Edelweiss Mid Cap Fund as on 31 Oct 18

Equity Sector Allocation
SectorValue
Consumer Cyclical19.29%
Financial Services16.74%
Health Care15.09%
Technology15.01%
Industrials8.32%
Basic Materials6.85%
Consumer Defensive1.65%
Utility1.48%
Real Estate0.82%
Asset Allocation
Asset ClassValue
Cash5.58%
Equity94.41%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd.
CBLO | -
11%₹81 Cr
Cash Offset For Derivatives
Derivative Margin | -
9%-₹68 Cr6,837
↑ 936
RBL Bank Ltd (Financial Services)
Equity, Since 28 Feb 18 | RBLBANK
5%₹38 Cr724,050
↑ 254,069
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Aug 18 | DIVISLAB
5%₹35 Cr232,851
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Aug 18 | APOLLOHOSP
3%₹24 Cr210,795
Sterlite Technologies Ltd (Technology)
Equity, Since 30 Nov 16 | STRTECH
3%₹24 Cr620,648
↓ -4,660
Mphasis Ltd (Technology)
Equity, Since 31 May 18 | 526299
3%₹24 Cr239,732
Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 532827
3%₹23 Cr7,717
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 18 | M&MFIN
3%₹22 Cr546,802
↑ 193,151
Aditya Birla Fashion and Retail Ltd (Consumer Cyclical)
Equity, Since 31 Aug 18 | ABFRL
3%₹22 Cr1,211,802
↑ 208,086

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

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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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