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11 Best performing SIPs for 2020 | Systematic Investment Plan

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11 Best Mutual Funds for SIP 2020

Updated on April 2, 2020 , 93597 views

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.

Best SIP Plans

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.

Why Invest in Top 11 SIP Funds?

  • 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

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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 it. We have mentioned the steps to invest in SIP below.

1. Analyse your financial goals

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 fund. And, if your goal is long-term (like Retirement planning) then prefer investing 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 20 - 21

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
ICICI Prudential US Bluechip Equity Fund Growth ₹27.24
↓ -1.25
₹498 100 -15-4.50.910.19.434.3
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹30.4371
↓ -1.41
₹1,307 500 -12.1-3.2-0.612.18.734.2
DSP BlackRock US Flexible Equity Fund Growth ₹23.3489
↑ 0.42
₹234 500 -16.3-8.4-3.16.5727.5
SBI Small Cap Fund Growth ₹40.2979
↓ -0.08
₹3,476 500 -25.8-21.6-22.4-0.86.66.1
Mirae Asset Emerging Bluechip Fund Growth ₹40.051
↓ -1.05
₹9,614 1,000 -31.2-23.5-24.6-2.26.114.7
DSP BlackRock World Gold Fund Growth ₹12.5834
↓ -0.74
₹338 500 -13.6-8.78.70.15.635.1
ICICI Prudential FMCG Fund Growth ₹203.59
↓ -6.67
₹527 100 -17.5-18.3-15.32.35.24.5
SBI Focused Equity Fund Growth ₹115.811
↓ -1.55
₹8,264 500 -24.7-18.8-17.92.44.616.1
Axis Mid Cap Fund Growth ₹31.75
↓ -0.32
₹5,193 1,000 -19.9-15.2-12.44.44.611.3
Canara Robeco Consumer Trends Fund Growth ₹32.14
↓ -0.75
₹392 1,000 -24.1-20-18.10.94.512.8
Axis Bluechip Fund Growth ₹24.52
↓ -0.56
₹11,824 500 -23.4-20.2-13.85.24.518.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 20
*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. ICICI Prudential US Bluechip Equity Fund

The investment objective of ICICI Prudential US Bluechip Equity Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities (including ADRs/GDRs issued by Indian and foreign companies) of companies listed on New York Stock Exchange and/or NASDAQ. However, there can be no assurance that the investment objective of the Scheme will be realized.

ICICI Prudential US Bluechip Equity Fund is a Equity - Global fund was launched on 6 Jul 12. It is a fund with High risk and has given a CAGR/Annualized return of 13.8% since its launch.  Ranked 7 in Global category.  Return for 2019 was 34.3% , 2018 was 5.2% and 2017 was 14.1% .

Below is the key information for ICICI Prudential US Bluechip Equity Fund

ICICI Prudential US Bluechip Equity Fund
Growth
Launch Date 6 Jul 12
NAV (01 Apr 20) ₹27.24 ↓ -1.25   (-4.39 %)
Net Assets (Cr) ₹498 on 29 Feb 20
Category Equity - Global
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.08
Sharpe Ratio 0.47
Information Ratio -0.06
Alpha Ratio -0.18
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-3 Months (3%),3-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹10,568
31 Mar 17₹11,716
31 Mar 18₹12,962
31 Mar 19₹15,321
31 Mar 20₹16,355

ICICI Prudential US Bluechip Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for ICICI Prudential US Bluechip Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 20

DurationReturns
1 Month -9.4%
3 Month -15%
6 Month -4.5%
1 Year 0.9%
3 Year 10.1%
5 Year 9.4%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 34.3%
2018 5.2%
2017 14.1%
2016 11.6%
2015 0.7%
2014 12.7%
2013 45.7%
2012
2011
2010
Fund Manager information for ICICI Prudential US Bluechip Equity Fund
NameSinceTenure
Rohan Maru19 Sep 136.29 Yr.
Priyanka Khandelwal30 Jun 172.51 Yr.

Data below for ICICI Prudential US Bluechip Equity Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Health Care24.9%
Consumer Cyclical14.16%
Technology13.4%
Industrials11.25%
Consumer Defensive9.8%
Financial Services9.18%
Basic Materials4.23%
Communication Services2.87%
Energy1.75%
Utility1.65%
Asset Allocation
Asset ClassValue
Cash6.81%
Equity93.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
7%₹36 Cr
Amazon.com Inc (Consumer Cyclical)
Equity, Since 30 Jun 16 | AMZN
5%₹24 Cr1,763
Biogen Inc (Healthcare)
Equity, Since 31 Dec 15 | BIIB
3%₹16 Cr6,970
Pfizer Inc (Healthcare)
Equity, Since 31 Dec 19 | PFE
3%₹15 Cr62,531
↑ 12,908
Merck & Co Inc (Healthcare)
Equity, Since 30 Sep 19 | MRK
3%₹15 Cr27,126
↑ 7,703
Philip Morris International Inc (Consumer Defensive)
Equity, Since 30 Jun 18 | PM
3%₹15 Cr24,917
↑ 2,392
Caterpillar Inc (Industrials)
Equity, Since 31 Dec 18 | CAT
3%₹15 Cr16,278
↑ 2,553
Corteva Inc (Basic Materials)
Equity, Since 31 Dec 19 | CTVA
3%₹14 Cr71,956
Veeva Systems Inc Class A (Healthcare)
Equity, Since 30 Sep 19 | VEEV
3%₹14 Cr13,702
Salesforce.com Inc (Technology)
Equity, Since 31 Dec 18 | CRM
3%₹13 Cr10,889

2. Franklin India Feeder - Franklin U S Opportunities Fund

The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America.

Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a CAGR/Annualized return of 14.6% since its launch.  Ranked 6 in Global category.  Return for 2019 was 34.2% , 2018 was 6.5% and 2017 was 18.1% .

Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund

Franklin India Feeder - Franklin U S Opportunities Fund
Growth
Launch Date 6 Feb 12
NAV (01 Apr 20) ₹30.4371 ↓ -1.41   (-4.42 %)
Net Assets (Cr) ₹1,307 on 29 Feb 20
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.74
Sharpe Ratio 0.76
Information Ratio -0.18
Alpha Ratio 0.04
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹9,657
31 Mar 17₹10,779
31 Mar 18₹12,739
31 Mar 19₹15,099
31 Mar 20₹15,883

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Franklin India Feeder - Franklin U S Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 20

DurationReturns
1 Month -11.4%
3 Month -12.1%
6 Month -3.2%
1 Year -0.6%
3 Year 12.1%
5 Year 8.7%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
2010
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Pyari Menon26 Sep 190.26 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Technology26.45%
Financial Services16.91%
Health Care15.14%
Consumer Cyclical10.04%
Industrials7.96%
Communication Services7.68%
Real Estate5.93%
Consumer Defensive3.11%
Basic Materials0.79%
Energy0.39%
Asset Allocation
Asset ClassValue
Cash1.56%
Equity94.4%
Other4.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹1,300 Cr3,595,163
↑ 231,336
Call, Cash & Other Assets
Receivables | -
0%₹6 Cr

3. DSP BlackRock US Flexible Equity Fund

The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of BGF – USFEF. The Scheme may, at the discretion of the Investment Manager also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized. It shall be noted ‘similar overseas mutual fund schemes’ shall have investment objective, investment strategy and risk profile/consideration similar to those of BGF – USFEF.

DSP BlackRock US Flexible Equity Fund is a Equity - Global fund was launched on 3 Aug 12. It is a fund with High risk and has given a CAGR/Annualized return of 11.7% since its launch.  Ranked 3 in Global category.  Return for 2019 was 27.5% , 2018 was -1.1% and 2017 was 15.5% .

Below is the key information for DSP BlackRock US Flexible Equity Fund

DSP BlackRock US Flexible Equity Fund
Growth
Launch Date 3 Aug 12
NAV (31 Mar 20) ₹23.3489 ↑ 0.42   (1.84 %)
Net Assets (Cr) ₹234 on 29 Feb 20
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.97
Sharpe Ratio -0.06
Information Ratio -1.16
Alpha Ratio -8.54
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹10,231
31 Mar 17₹11,599
31 Mar 18₹13,001
31 Mar 19₹14,456
31 Mar 20₹14,014

DSP BlackRock US Flexible Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for DSP BlackRock US Flexible Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 20

DurationReturns
1 Month -6.2%
3 Month -16.3%
6 Month -8.4%
1 Year -3.1%
3 Year 6.5%
5 Year 7%
10 Year
15 Year
Since launch 11.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 27.5%
2018 -1.1%
2017 15.5%
2016 9.8%
2015 2.5%
2014 13.1%
2013 46.7%
2012
2011
2010
Fund Manager information for DSP BlackRock US Flexible Equity Fund
NameSinceTenure
Kedar Karnik17 Jul 163.46 Yr.
Laukik Bagwe3 Aug 127.41 Yr.
Jay Kothari1 Mar 136.84 Yr.

Data below for DSP BlackRock US Flexible Equity Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Technology22.06%
Health Care13.26%
Communication Services12.79%
Financial Services11.89%
Consumer Defensive10.48%
Consumer Cyclical9.28%
Industrials6.66%
Energy4.78%
Basic Materials1.85%
Utility1.65%
Asset Allocation
Asset ClassValue
Cash5.29%
Equity94.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF US Flexible Equity I2 USD
Investment Fund | -
96%₹223 Cr1,338,598
↓ -82,033
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
5%₹11 Cr
Net Receivables/Payables
Net Current Assets | -
0%₹0 Cr

4. 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 14.1% since its launch.  Ranked 4 in Small Cap category.  Return for 2019 was 6.1% , 2018 was -19.6% and 2017 was 78.7% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (03 Apr 20) ₹40.2979 ↓ -0.08   (-0.19 %)
Net Assets (Cr) ₹3,476 on 29 Feb 20
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.57
Sharpe Ratio 0.79
Information Ratio 1.52
Alpha Ratio 12.71
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹10,866
31 Mar 17₹14,199
31 Mar 18₹19,088
31 Mar 19₹18,059
31 Mar 20₹14,198

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 ₹357,992.
Net Profit of ₹57,992
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 1 Apr 20

DurationReturns
1 Month -26.9%
3 Month -25.8%
6 Month -21.6%
1 Year -22.4%
3 Year -0.8%
5 Year 6.6%
10 Year
15 Year
Since launch 14.1%
Historical performance (Yearly) on absolute basis
YearReturns
2019 6.1%
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%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 136.13 Yr.

Data below for SBI Small Cap Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Industrials26.71%
Consumer Cyclical21.49%
Financial Services10.18%
Basic Materials9.98%
Consumer Defensive8.87%
Health Care5.66%
Technology3.76%
Utility1.62%
Energy0.77%
Real Estate0.68%
Asset Allocation
Asset ClassValue
Cash9.17%
Equity89.73%
Other1.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
9%₹319 Cr
Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | 508486
5%₹168 Cr352,000
Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 531531
4%₹147 Cr2,135,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
4%₹143 Cr1,027,439
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Aug 18 | 540699
4%₹131 Cr341,444
↓ -35,556
Relaxo Footwears Ltd (Consumer Cyclical)
Equity, Since 30 Nov 13 | 530517
4%₹125 Cr1,800,000
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 19 | 540762
3%₹121 Cr2,300,000
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
3%₹120 Cr1,500,000
↑ 200,000
Triveni Turbine Ltd (Industrials)
Equity, Since 31 Jan 19 | 533655
3%₹120 Cr12,623,851
↑ 2,623,851
Indostar Capital Finance Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 18 | 541336
3%₹120 Cr4,300,000

5. 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 15.3% since its launch.  Return for 2019 was 14.7% , 2018 was -5.4% and 2017 was 49% .

Below is the key information for Mirae Asset Emerging Bluechip Fund

Mirae Asset Emerging Bluechip Fund
Growth
Launch Date 9 Jul 10
NAV (03 Apr 20) ₹40.051 ↓ -1.05   (-2.55 %)
Net Assets (Cr) ₹9,614 on 29 Feb 20
Category Equity - Large & Mid Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2
Sharpe Ratio 0.8
Information Ratio 1.08
Alpha Ratio 7.92
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹10,180
31 Mar 17₹14,550
31 Mar 18₹16,250
31 Mar 19₹18,243
31 Mar 20₹14,451

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 ₹357,992.
Net Profit of ₹57,992
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 1 Apr 20

DurationReturns
1 Month -29.2%
3 Month -31.2%
6 Month -23.5%
1 Year -24.6%
3 Year -2.2%
5 Year 6.1%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2019 14.7%
2018 -5.4%
2017 49%
2016 12.2%
2015 14.1%
2014 84.6%
2013 8.6%
2012 45.6%
2011 -15.2%
2010
Fund Manager information for Mirae Asset Emerging Bluechip Fund
NameSinceTenure
Neelesh Surana9 Jul 109.49 Yr.
Ankit Jain31 Jan 190.92 Yr.

Data below for Mirae Asset Emerging Bluechip Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services34.06%
Industrials11.11%
Consumer Cyclical10.78%
Health Care10.56%
Basic Materials7.9%
Consumer Defensive7.46%
Technology6.95%
Energy6.86%
Utility3.82%
Communication Services0.08%
Asset Allocation
Asset ClassValue
Cash0.41%
Equity99.59%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK
7%₹661 Cr5,614,181
↑ 53,000
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK
5%₹525 Cr10,559,341
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
5%₹458 Cr3,446,696
↑ 582,500
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
5%₹437 Cr6,265,588
↑ 938,572
State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN
4%₹407 Cr13,430,277
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 19 | LT
3%₹321 Cr2,706,382
↑ 165,000
Voltas Ltd (Industrials)
Equity, Since 31 Dec 14 | VOLTAS
3%₹292 Cr4,303,447
↓ -50,000
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 18 | 500271
3%₹262 Cr4,538,219
↓ -200,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
3%₹241 Cr3,297,720
↓ -100,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 19 | TCS
2%₹228 Cr1,139,005

6. DSP BlackRock World Gold Fund

"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized."

DSP BlackRock World Gold Fund is a Equity - Global fund was launched on 14 Sep 07. It is a fund with High risk and has given a CAGR/Annualized return of 1.8% since its launch.  Ranked 11 in Global category.  Return for 2019 was 35.1% , 2018 was -10.7% and 2017 was -4% .

Below is the key information for DSP BlackRock World Gold Fund

DSP BlackRock World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (31 Mar 20) ₹12.5834 ↓ -0.74   (-5.58 %)
Net Assets (Cr) ₹338 on 29 Feb 20
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.67
Sharpe Ratio 0.61
Information Ratio -0.98
Alpha Ratio -4.21
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹11,846
31 Mar 17₹13,123
31 Mar 18₹11,398
31 Mar 19₹12,097
31 Mar 20₹13,148

DSP BlackRock World Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for DSP BlackRock World Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 20

DurationReturns
1 Month -8.2%
3 Month -13.6%
6 Month -8.7%
1 Year 8.7%
3 Year 0.1%
5 Year 5.6%
10 Year
15 Year
Since launch 1.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 35.1%
2018 -10.7%
2017 -4%
2016 52.7%
2015 -18.5%
2014 -3%
2013 -41.5%
2012 -5.8%
2011 -2.6%
2010 29%
Fund Manager information for DSP BlackRock World Gold Fund
NameSinceTenure
Jay Kothari1 Mar 136.84 Yr.

Data below for DSP BlackRock World Gold Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Basic Materials90.4%
Industrials0.58%
Asset Allocation
Asset ClassValue
Cash6.13%
Equity92.33%
Debt0.05%
Other1.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -
96%₹324 Cr1,300,579
↑ 20,840
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
5%₹18 Cr
Net Receivables/Payables
Net Current Assets | -
1%-₹3 Cr

7. ICICI Prudential FMCG Fund

To generate long term capital appreciation through investments made primarily in Fast Moving Consumer Goods sector that are fundamentally strong and have established brands.

ICICI Prudential FMCG Fund is a Equity - Sectoral fund was launched on 31 Mar 99. It is a fund with High risk and has given a CAGR/Annualized return of 15.4% since its launch.  Ranked 21 in Sectoral category.  Return for 2019 was 4.5% , 2018 was 7.1% and 2017 was 35.6% .

Below is the key information for ICICI Prudential FMCG Fund

ICICI Prudential FMCG Fund
Growth
Launch Date 31 Mar 99
NAV (03 Apr 20) ₹203.59 ↓ -6.67   (-3.18 %)
Net Assets (Cr) ₹527 on 29 Feb 20
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.78
Sharpe Ratio 0.21
Information Ratio -0.1
Alpha Ratio 3.26
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹9,889
31 Mar 17₹12,141
31 Mar 18₹13,916
31 Mar 19₹15,394
31 Mar 20₹13,460

ICICI Prudential FMCG Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for ICICI Prudential FMCG Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 20

DurationReturns
1 Month -15.3%
3 Month -17.5%
6 Month -18.3%
1 Year -15.3%
3 Year 2.3%
5 Year 5.2%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 4.5%
2018 7.1%
2017 35.6%
2016 1%
2015 4.9%
2014 32.5%
2013 9.3%
2012 40.8%
2011 15%
2010 24.9%
Fund Manager information for ICICI Prudential FMCG Fund
NameSinceTenure
Atul Patel29 Jan 181.92 Yr.

Data below for ICICI Prudential FMCG Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Consumer Defensive77.78%
Consumer Cyclical12.11%
Basic Materials2.32%
Industrials2.15%
Communication Services1.96%
Asset Allocation
Asset ClassValue
Cash3.68%
Equity96.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
23%₹119 Cr6,043,567
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 16 | 500696
13%₹69 Cr319,303
↑ 92,765
Treps
CBLO/Reverse Repo | -
9%₹45 Cr
Net Current Assets
Net Current Assets | -
5%-₹26 Cr
Marico Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 531642
5%₹25 Cr837,094
↑ 7,348
Dabur India Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | 500096
4%₹23 Cr459,014
↑ 54,475
Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Jun 15 | NESTLEIND
4%₹22 Cr14,240
Relaxo Footwears Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | 530517
4%₹22 Cr311,226
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 500825
4%₹21 Cr71,807
↑ 19,398
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | 500800
4%₹21 Cr596,646
↓ -50,000

8. SBI Focused Equity Fund

(Erstwhile SBI Emerging Businesses Fund)

The investment objective of the Emerging Businesses Fund would be to participate in the growth potential presented by various companies that are considered emergent and have export orientation/outsourcing opportunities or are globally competitive. The fund may also evaluate Emerging Businesses with growth potential and domestic focus.

SBI Focused Equity Fund is a Equity - Focused fund was launched on 11 Oct 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17% since its launch.  Ranked 32 in Focused category.  Return for 2019 was 16.1% , 2018 was -3.8% and 2017 was 44.7% .

Below is the key information for SBI Focused Equity Fund

SBI Focused Equity Fund
Growth
Launch Date 11 Oct 04
NAV (03 Apr 20) ₹115.811 ↓ -1.55   (-1.32 %)
Net Assets (Cr) ₹8,264 on 29 Feb 20
Category Equity - Focused
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.41
Sharpe Ratio 1.18
Information Ratio 0.9
Alpha Ratio 14.36
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹9,856
31 Mar 17₹11,749
31 Mar 18₹14,267
31 Mar 19₹15,390
31 Mar 20₹13,119

SBI Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹340,450.
Net Profit of ₹40,450
Invest Now

Returns for SBI Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 20

DurationReturns
1 Month -25.2%
3 Month -24.7%
6 Month -18.8%
1 Year -17.9%
3 Year 2.4%
5 Year 4.6%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2019 16.1%
2018 -3.8%
2017 44.7%
2016 2.2%
2015 4.3%
2014 58%
2013 -7.9%
2012 56.3%
2011 -10.6%
2010 33.1%
Fund Manager information for SBI Focused Equity Fund
NameSinceTenure
R. Srinivasan1 May 0910.67 Yr.

Data below for SBI Focused Equity Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services33%
Consumer Defensive14.08%
Consumer Cyclical10.65%
Communication Services10.46%
Industrials6.63%
Utility5.64%
Health Care4.75%
Basic Materials4.65%
Asset Allocation
Asset ClassValue
Cash10.01%
Equity89.86%
Other0.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reverse Repo
CBLO/Reverse Repo | -
9%₹753 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 13 | HDFCBANK
8%₹695 Cr5,900,000
↑ 900,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
7%₹580 Cr11,070,786
State Bank of India (Financial Services)
Equity, Since 28 Feb 18 | SBIN
7%₹576 Cr19,000,000
↑ 3,998,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 18 | 500034
7%₹549 Cr1,230,000
↑ 99,278
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 30 Jun 13 | PGHH
7%₹547 Cr490,996
↑ 20,996
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
5%₹392 Cr1,862,602
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 19 | 532215
4%₹328 Cr4,700,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | KOTAKBANK
4%₹308 Cr1,900,000
Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Oct 17 | 531531
4%₹307 Cr4,449,323

9. Axis Mid Cap Fund

To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of mid size companies. The focus of the fund would be to invest in relatively larger companies within this category.

Axis Mid Cap Fund is a Equity - Mid Cap fund was launched on 18 Feb 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.5% since its launch.  Ranked 41 in Mid Cap category.  Return for 2019 was 11.3% , 2018 was 3.5% and 2017 was 42% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (03 Apr 20) ₹31.75 ↓ -0.32   (-1.00 %)
Net Assets (Cr) ₹5,193 on 29 Feb 20
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.43
Sharpe Ratio 1.13
Information Ratio 1.68
Alpha Ratio 12.37
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹9,202
31 Mar 17₹11,093
31 Mar 18₹13,315
31 Mar 19₹14,527
31 Mar 20₹12,988

Axis Mid 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 ₹340,450.
Net Profit of ₹40,450
Invest Now

Returns for Axis 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 1 Apr 20

DurationReturns
1 Month -22.6%
3 Month -19.9%
6 Month -15.2%
1 Year -12.4%
3 Year 4.4%
5 Year 4.6%
10 Year
15 Year
Since launch 13.5%
Historical performance (Yearly) on absolute basis
YearReturns
2019 11.3%
2018 3.5%
2017 42%
2016 -3.1%
2015 0.8%
2014 76.5%
2013 4.1%
2012 52.6%
2011
2010
Fund Manager information for Axis Mid Cap Fund
NameSinceTenure
Shreyash Devalkar23 Nov 163.11 Yr.

Data below for Axis Mid Cap Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services19.01%
Consumer Cyclical17.21%
Industrials10.41%
Health Care9.61%
Basic Materials8.38%
Consumer Defensive7.26%
Technology4.95%
Utility3.4%
Communication Services2.32%
Asset Allocation
Asset ClassValue
Cash17.42%
Equity82.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
17%₹906 Cr
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
6%₹287 Cr1,234,000
↑ 104,000
City Union Bank Ltd (Financial Services)
Equity, Since 31 May 15 | CUB
4%₹202 Cr9,400,000
↑ 286,021
Bata India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | 500043
4%₹200 Cr1,210,000
↑ 30,000
Voltas Ltd (Industrials)
Equity, Since 31 May 17 | VOLTAS
4%₹195 Cr2,876,862
↑ 366,412
Astral Poly Technik Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
4%₹183 Cr1,595,007
↑ 49,781
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | 524494
3%₹178 Cr1,310,498
↑ 160,079
PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND
3%₹174 Cr1,137,000
↑ 97,000
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 500251
3%₹152 Cr2,056,354
↑ 195,069
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
3%₹151 Cr4,938,066
↑ 668,066

(Erstwhile Canara Robeco F.O.R.C.E Fund)

The objective of the Fund is to provide long - term capital appreciation by primarily investing in equity and equity related securities of companies in the Finance, Retail & Entertainment sectors. However, there can be no assurance that the investment objective of the scheme will be realized.

Canara Robeco Consumer Trends Fund is a Equity - Sectoral fund was launched on 14 Sep 09. It is a fund with High risk and has given a CAGR/Annualized return of 11.7% since its launch.  Ranked 16 in Sectoral category.  Return for 2019 was 12.8% , 2018 was 2% and 2017 was 41% .

Below is the key information for Canara Robeco Consumer Trends Fund

Canara Robeco Consumer Trends Fund
Growth
Launch Date 14 Sep 09
NAV (03 Apr 20) ₹32.14 ↓ -0.75   (-2.28 %)
Net Assets (Cr) ₹392 on 29 Feb 20
Category Equity - Sectoral
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk High
Expense Ratio 2.83
Sharpe Ratio 0.99
Information Ratio 0.63
Alpha Ratio 12.47
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹9,261
31 Mar 17₹12,339
31 Mar 18₹13,983
31 Mar 19₹15,689
31 Mar 20₹13,426

Canara Robeco Consumer Trends Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹340,450.
Net Profit of ₹40,450
Invest Now

Returns for Canara Robeco Consumer Trends Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 20

DurationReturns
1 Month -25.7%
3 Month -24.1%
6 Month -20%
1 Year -18.1%
3 Year 0.9%
5 Year 4.5%
10 Year
15 Year
Since launch 11.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 12.8%
2018 2%
2017 41%
2016 3.4%
2015 1.8%
2014 56.3%
2013 -2.3%
2012 47.6%
2011 -22.3%
2010 32.8%
Fund Manager information for Canara Robeco Consumer Trends Fund
NameSinceTenure
Shridatta Bhandwaldar1 Oct 190.25 Yr.
Cheenu Gupta15 Jun 181.55 Yr.

Data below for Canara Robeco Consumer Trends Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services31.27%
Consumer Defensive19.26%
Consumer Cyclical13.03%
Industrials7.85%
Health Care6.95%
Basic Materials6.29%
Energy5.93%
Communication Services3.83%
Technology2.29%
Asset Allocation
Asset ClassValue
Cash3.31%
Equity96.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 17 | 500696
7%₹26 Cr120,850
↓ -10,050
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 500034
7%₹26 Cr58,825
↑ 3,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE
6%₹23 Cr175,000
↑ 15,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
5%₹21 Cr413,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | 540376
5%₹19 Cr82,800
↑ 7,800
Treps
CBLO/Reverse Repo | -
5%₹18 Cr
Dabur India Ltd (Consumer Defensive)
Equity, Since 30 Jun 18 | 500096
4%₹18 Cr354,200
↑ 28,000
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Jun 18 | 500820
4%₹16 Cr87,175
↑ 15,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 20 | BHARTIARTL
4%₹15 Cr287,000
↑ 287,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK
3%₹13 Cr114,300
↓ -72,700

11. Axis Bluechip Fund

(Erstwhile Axis Equity Fund)

To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap companies including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Axis Bluechip Fund is a Equity - Large Cap fund was launched on 5 Jan 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.2% since its launch.  Ranked 58 in Large Cap category.  Return for 2019 was 18.6% , 2018 was 6.5% and 2017 was 38% .

Below is the key information for Axis Bluechip Fund

Axis Bluechip Fund
Growth
Launch Date 5 Jan 10
NAV (03 Apr 20) ₹24.52 ↓ -0.56   (-2.23 %)
Net Assets (Cr) ₹11,824 on 29 Feb 20
Category Equity - Large Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.3
Sharpe Ratio 1.43
Information Ratio 1.13
Alpha Ratio 12.6
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 15₹10,000
31 Mar 16₹9,354
31 Mar 17₹10,723
31 Mar 18₹12,667
31 Mar 19₹14,508
31 Mar 20₹13,333

Axis 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 ₹340,450.
Net Profit of ₹40,450
Invest Now

Returns for Axis 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 1 Apr 20

DurationReturns
1 Month -23%
3 Month -23.4%
6 Month -20.2%
1 Year -13.8%
3 Year 5.2%
5 Year 4.5%
10 Year
15 Year
Since launch 9.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 18.6%
2018 6.5%
2017 38%
2016 -3.6%
2015 -1.2%
2014 40.8%
2013 13.5%
2012 31.7%
2011 -22.6%
2010
Fund Manager information for Axis Bluechip Fund
NameSinceTenure
Shreyash Devalkar23 Nov 163.1 Yr.

Data below for Axis Bluechip Fund as on 29 Feb 20

Equity Sector Allocation
SectorValue
Financial Services39.8%
Consumer Defensive14.57%
Technology8.51%
Basic Materials7.06%
Consumer Cyclical3.77%
Communication Services2.83%
Energy2.3%
Health Care1.3%
Industrials0.31%
Asset Allocation
Asset ClassValue
Cash18.33%
Equity81.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
19%₹2,205 Cr
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 17 | 500034
8%₹949 Cr2,126,111
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
8%₹924 Cr18,580,000
↑ 1,930,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
7%₹859 Cr5,300,000
↑ 50,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
7%₹834 Cr3,589,000
↑ 469,001
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
7%₹824 Cr7,000,000
↓ -1,300,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
5%₹615 Cr8,400,010
↑ 400,010
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFC
5%₹573 Cr2,633,825
↓ -66,175
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Aug 16 | 500820
4%₹482 Cr2,680,000
↑ 62,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 500696
4%₹463 Cr2,130,000
↑ 240,000

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!

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-11-sip

Quantitative Factors to Invest in Top SIP

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.

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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helpful but more in formation can be shared with general people

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wanted to get in with the marketing head of the company

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