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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 February 14, 2020 , 80267 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 (%)
Mirae Asset Emerging Bluechip Fund Growth ₹58.66
↓ -0.39
₹9,516 1,000 4.914.62113.614.914.7
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹37.9891
↓ -0.01
₹1,148 500 14.315.828.620.214.334.2
SBI Small Cap Fund Growth ₹57.4859
↑ 0.02
₹3,156 500 7.319.622.913.514.16.1
ICICI Prudential US Bluechip Equity Fund Growth ₹33.18
↑ 0.01
₹437 100 7.417.823.216.913.534.3
Motilal Oswal Long Term Equity Fund Growth ₹19.3253
↓ -0.16
₹1,648 500 4.318.92311.512.913.2
Axis Focused 25 Fund Growth ₹32.4
↓ -0.20
₹9,110 1,000 6.11827.117.512.414.7
Canara Robeco Emerging Equities Growth ₹103.85
↓ -0.36
₹5,339 1,000 10.120.620.312.812.38.7
ICICI Prudential Banking and Financial Services Fund Growth ₹68.82
↓ -0.66
₹3,592 100 2.811.720.312.512.314.5
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹31.03
↓ -0.24
₹1,995 1,000 1.91319.611.812.214.9
SBI Focused Equity Fund Growth ₹161.757
↓ -0.61
₹6,924 500 8.819.826.816.71216.1
Invesco India Financial Services Fund Growth ₹63.73
↓ -0.48
₹200 100 3.516.42516.711.921.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Feb 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. 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 20.2% 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 (14 Feb 20) ₹58.66 ↓ -0.39   (-0.66 %)
Net Assets (Cr) ₹9,516 on 31 Dec 19
Category Equity - Large & Mid Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2
Sharpe Ratio 0.9
Information Ratio 1.28
Alpha Ratio 8.08
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 15₹10,000
31 Jan 16₹10,167
31 Jan 17₹13,014
31 Jan 18₹17,833
31 Jan 19₹16,911
31 Jan 20₹19,905

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 ₹436,710.
Net Profit of ₹136,710
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 14 Feb 20

DurationReturns
1 Month -0.9%
3 Month 4.9%
6 Month 14.6%
1 Year 21%
3 Year 13.6%
5 Year 14.9%
10 Year
15 Year
Since launch 20.2%
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 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services33.22%
Consumer Cyclical12.3%
Health Care10.83%
Industrials9.24%
Consumer Defensive8.42%
Basic Materials8.07%
Technology7.19%
Energy6.1%
Utility3.73%
Communication Services0.29%
Asset Allocation
Asset ClassValue
Cash0.61%
Equity99.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK
7%₹658 Cr5,176,181
↑ 47,500
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK
6%₹569 Cr10,559,341
State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN
5%₹431 Cr12,915,277
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
4%₹337 Cr2,225,196
↑ 35,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 19 | LT
3%₹330 Cr2,541,382
↑ 284,500
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹311 Cr4,129,016
↑ 100,000
Voltas Ltd (Industrials)
Equity, Since 31 Dec 14 | VOLTAS
3%₹280 Cr4,253,447
↑ 330,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
3%₹270 Cr3,697,720
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 18 | 500271
3%₹253 Cr4,738,219
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 15 | INDUSINDBK
3%₹247 Cr1,636,487
↓ -125,000

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 18.1% 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 (13 Feb 20) ₹37.9891 ↓ -0.01   (-0.02 %)
Net Assets (Cr) ₹1,148 on 31 Dec 19
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.74
Sharpe Ratio 1.71
Information Ratio -0.33
Alpha Ratio -3.68
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 Jan 15₹10,000
31 Jan 16₹10,381
31 Jan 17₹11,582
31 Jan 18₹14,016
31 Jan 19₹15,559
31 Jan 20₹19,387

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 ₹436,710.
Net Profit of ₹136,710
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 14 Feb 20

DurationReturns
1 Month 6.8%
3 Month 14.3%
6 Month 15.8%
1 Year 28.6%
3 Year 20.2%
5 Year 14.3%
10 Year
15 Year
Since launch 18.1%
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 31 Dec 19

Equity Sector Allocation
SectorValue
Technology24.66%
Financial Services17.84%
Health Care16.33%
Consumer Cyclical9.9%
Industrials8.3%
Communication Services7.68%
Real Estate5.92%
Consumer Defensive3.14%
Basic Materials1.01%
Energy0.52%
Asset Allocation
Asset ClassValue
Cash1.12%
Equity95.29%
Other3.59%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹1,144 Cr3,149,367
↑ 141,801
Call, Cash & Other Assets
Receivables | -
0%₹5 Cr

3. 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 18.3% 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 (14 Feb 20) ₹57.4859 ↑ 0.02   (0.03 %)
Net Assets (Cr) ₹3,156 on 31 Dec 19
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.57
Sharpe Ratio 0.24
Information Ratio 1.34
Alpha Ratio 10.09
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 15₹10,000
31 Jan 16₹10,472
31 Jan 17₹12,462
31 Jan 18₹20,428
31 Jan 19₹15,971
31 Jan 20₹18,973

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 ₹436,710.
Net Profit of ₹136,710
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 14 Feb 20

DurationReturns
1 Month 4.9%
3 Month 7.3%
6 Month 19.6%
1 Year 22.9%
3 Year 13.5%
5 Year 14.1%
10 Year
15 Year
Since launch 18.3%
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 31 Dec 19

Equity Sector Allocation
SectorValue
Industrials28.18%
Consumer Cyclical21%
Financial Services10.88%
Basic Materials10.06%
Consumer Defensive10.06%
Technology4.54%
Health Care3.61%
Utility2.08%
Energy1.04%
Real Estate0.75%
Communication Services0.1%
Asset Allocation
Asset ClassValue
Cash7.24%
Equity92.3%
Other0.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
6%₹204 Cr
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Aug 18 | 540699
5%₹143 Cr377,000
Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | 508486
4%₹128 Cr352,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
4%₹126 Cr1,077,439
Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 531531
4%₹123 Cr2,100,000
↑ 119,785
CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Dec 19 | 542867
4%₹119 Cr5,500,000
↑ 5,500,000
Relaxo Footwears Ltd (Consumer Cyclical)
Equity, Since 30 Nov 13 | 530517
4%₹111 Cr1,800,000
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 19 | 540762
4%₹111 Cr2,300,000
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
3%₹109 Cr1,300,000
↑ 200,000
Triveni Turbine Ltd (Industrials)
Equity, Since 31 Jan 19 | 533655
3%₹94 Cr10,000,000
↑ 1,000,000

4. 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 17.1% 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 (13 Feb 20) ₹33.18 ↑ 0.01   (0.03 %)
Net Assets (Cr) ₹437 on 31 Dec 19
Category Equity - Global
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.08
Sharpe Ratio 1.7
Information Ratio 0
Alpha Ratio -4.14
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 Jan 15₹10,000
31 Jan 16₹10,683
31 Jan 17₹12,439
31 Jan 18₹14,659
31 Jan 19₹16,134
31 Jan 20₹19,402

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 ₹426,080.
Net Profit of ₹126,080
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 14 Feb 20

DurationReturns
1 Month 2.5%
3 Month 7.4%
6 Month 17.8%
1 Year 23.2%
3 Year 16.9%
5 Year 13.5%
10 Year
15 Year
Since launch 17.1%
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 31 Dec 19

Equity Sector Allocation
SectorValue
Health Care25.59%
Technology15.11%
Industrials12.3%
Consumer Cyclical12.09%
Consumer Defensive11.05%
Financial Services10.07%
Communication Services3.32%
Basic Materials2.51%
Energy2.35%
Utility1.97%
Asset Allocation
Asset ClassValue
Cash3.65%
Equity96.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Amazon.com Inc (Consumer Cyclical)
Equity, Since 30 Jun 16 | AMZN
5%₹22 Cr1,633
↑ 115
Treps
CBLO/Reverse Repo | -
4%₹18 Cr
Kellogg Co (Consumer Defensive)
Equity, Since 31 Dec 18 | K
3%₹13 Cr26,185
Microchip Technology Inc (Technology)
Equity, Since 31 Dec 17 | MCHP
3%₹13 Cr17,162
Altria Group Inc (Consumer Defensive)
Equity, Since 30 Sep 19 | MO
3%₹13 Cr35,777
↑ 8,053
Nike Inc B (Consumer Cyclical)
Equity, Since 30 Jun 19 | NKE
3%₹13 Cr17,537
Intel Corp (Technology)
Equity, Since 30 Sep 18 | INTC
3%₹13 Cr29,659
Salesforce.com Inc (Technology)
Equity, Since 31 Dec 18 | CRM
3%₹13 Cr10,889
↑ 820
Merck & Co Inc (Healthcare)
Equity, Since 30 Sep 19 | MRK
3%₹13 Cr19,423
↑ 3,807
Berkshire Hathaway Inc A (Financial Services)
Equity, Since 30 Sep 19 | BRK.A
3%₹12 Cr05
↑ 01

5. Motilal Oswal Long Term Equity Fund

(Erstwhile Motilal Oswal MOSt Focused Long Term Fund)

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Long Term Equity Fund is a Equity - ELSS fund was launched on 21 Jan 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.9% since its launch.  Return for 2019 was 13.2% , 2018 was -8.7% and 2017 was 44% .

Below is the key information for Motilal Oswal Long Term Equity Fund

Motilal Oswal Long Term Equity Fund
Growth
Launch Date 21 Jan 15
NAV (14 Feb 20) ₹19.3253 ↓ -0.16   (-0.81 %)
Net Assets (Cr) ₹1,648 on 31 Dec 19
Category Equity - ELSS
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 2.2
Sharpe Ratio 0.72
Information Ratio 0.08
Alpha Ratio 3.74
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Jan 15₹10,000
31 Jan 16₹10,066
31 Jan 17₹12,998
31 Jan 18₹17,647
31 Jan 19₹15,250
31 Jan 20₹18,579

Motilal Oswal Long Term 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 ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Motilal Oswal Long Term 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 14 Feb 20

DurationReturns
1 Month 1.1%
3 Month 4.3%
6 Month 18.9%
1 Year 23%
3 Year 11.5%
5 Year 12.9%
10 Year
15 Year
Since launch 13.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 13.2%
2018 -8.7%
2017 44%
2016 12.5%
2015
2014
2013
2012
2011
2010
Fund Manager information for Motilal Oswal Long Term Equity Fund
NameSinceTenure
Aditya Khemani6 Sep 190.32 Yr.
Abhiroop Mukherjee21 Jan 154.95 Yr.

Data below for Motilal Oswal Long Term Equity Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services48.12%
Consumer Cyclical17.37%
Industrials8.82%
Consumer Defensive7.93%
Health Care7.12%
Basic Materials5.89%
Technology3.17%
Asset Allocation
Asset ClassValue
Cash1.59%
Equity98.41%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | ICICIBANK
10%₹172 Cr3,195,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | HDFCBANK
9%₹150 Cr1,180,000
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 532215
8%₹129 Cr1,707,653
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 15 | MARUTI
5%₹81 Cr110,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 19 | KOTAKBANK
5%₹76 Cr450,000
United Breweries Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 532478
4%₹72 Cr567,725
↑ 50,000
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | 540777
4%₹69 Cr1,100,000
↓ -200,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 18 | LT
4%₹66 Cr509,225
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | 500696
4%₹59 Cr305,000
↑ 80,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | JUBLFOOD
4%₹58 Cr349,669

6. Axis Focused 25 Fund

To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies.

Axis Focused 25 Fund is a Equity - Focused fund was launched on 29 Jun 12. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.7% since its launch.  Ranked 7 in Focused category.  Return for 2019 was 14.7% , 2018 was 0.6% and 2017 was 45.2% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (14 Feb 20) ₹32.4 ↓ -0.20   (-0.61 %)
Net Assets (Cr) ₹9,110 on 31 Dec 19
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.32
Sharpe Ratio 0.87
Information Ratio 0.4
Alpha Ratio 2.39
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 Jan 15₹10,000
31 Jan 16₹9,259
31 Jan 17₹10,769
31 Jan 18₹14,833
31 Jan 19₹14,041
31 Jan 20₹17,508

Axis Focused 25 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Axis Focused 25 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Feb 20

DurationReturns
1 Month 3.6%
3 Month 6.1%
6 Month 18%
1 Year 27.1%
3 Year 17.5%
5 Year 12.4%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 14.7%
2018 0.6%
2017 45.2%
2016 4.6%
2015 3.9%
2014 38.8%
2013 5.8%
2012
2011
2010
Fund Manager information for Axis Focused 25 Fund
NameSinceTenure
Jinesh Gopani7 Jun 163.57 Yr.

Data below for Axis Focused 25 Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services43.02%
Basic Materials12.02%
Consumer Cyclical10.68%
Consumer Defensive6.42%
Technology6.01%
Energy5.47%
Communication Services5.4%
Industrials2.64%
Health Care2.04%
Asset Allocation
Asset ClassValue
Cash7.57%
Equity92.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
9%₹804 Cr1,899,523
↑ 50,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
8%₹709 Cr4,206,457
↑ 200,000
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
8%₹702 Cr747,220
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
7%₹603 Cr4,738,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
6%₹585 Cr3,180,122
↑ 350,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
6%₹548 Cr2,534,738
Clearing Corporation Of India Ltd
CBLO | -
6%₹519 Cr
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
5%₹499 Cr3,293,000
↓ -899,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 18 | HDFC
5%₹478 Cr1,981,971
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Nov 18 | 500820
5%₹442 Cr2,475,200

7. 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 2019 was 8.7% , 2018 was -9.3% and 2017 was 52.1% .

Below is the key information for Canara Robeco Emerging Equities

Canara Robeco Emerging Equities
Growth
Launch Date 11 Mar 05
NAV (14 Feb 20) ₹103.85 ↓ -0.36   (-0.35 %)
Net Assets (Cr) ₹5,339 on 31 Dec 19
Category Equity - Large & Mid Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 0.44
Information Ratio 0.32
Alpha Ratio 2.57
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 15₹10,000
31 Jan 16₹9,928
31 Jan 17₹12,019
31 Jan 18₹16,505
31 Jan 19₹15,067
31 Jan 20₹17,346

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 ₹415,684.
Net Profit of ₹115,684
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 14 Feb 20

DurationReturns
1 Month 4.8%
3 Month 10.1%
6 Month 20.6%
1 Year 20.3%
3 Year 12.8%
5 Year 12.3%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2019 8.7%
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%
Fund Manager information for Canara Robeco Emerging Equities
NameSinceTenure
Shridatta Bhandwaldar1 Oct 190.16 Yr.
Miyush Gandhi2 Jul 181.41 Yr.

Data below for Canara Robeco Emerging Equities as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services33.54%
Consumer Cyclical13.15%
Industrials12.65%
Technology8.65%
Health Care8.17%
Basic Materials6.33%
Energy4.39%
Utility4.3%
Consumer Defensive3.47%
Communication Services2.55%
Asset Allocation
Asset ClassValue
Cash2.8%
Equity97.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFCBANK
7%₹371 Cr2,916,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹338 Cr6,273,000
↓ -350,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 17 | RELIANCE
4%₹234 Cr1,548,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
4%₹226 Cr2,993,090
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 19 | HDFC
3%₹161 Cr667,000
↓ -25,000
Treps
CBLO/Reverse Repo | -
3%₹150 Cr
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
3%₹139 Cr1,895,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | KOTAKBANK
2%₹132 Cr782,877
City Union Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | CUB
2%₹119 Cr5,087,779
Whirlpool of India Ltd (Technology)
Equity, Since 31 May 13 | 500238
2%₹112 Cr472,834
↓ -28,363

8. 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 18.3% since its launch.  Return for 2019 was 14.5% , 2018 was -0.4% and 2017 was 45.1% .

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 (14 Feb 20) ₹68.82 ↓ -0.66   (-0.95 %)
Net Assets (Cr) ₹3,592 on 31 Dec 19
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.22
Sharpe Ratio 0.62
Information Ratio -1.16
Alpha Ratio -12.25
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 15₹10,000
31 Jan 16₹8,180
31 Jan 17₹11,743
31 Jan 18₹16,083
31 Jan 19₹15,079
31 Jan 20₹17,691

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 ₹415,684.
Net Profit of ₹115,684
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 14 Feb 20

DurationReturns
1 Month -2.7%
3 Month 2.8%
6 Month 11.7%
1 Year 20.3%
3 Year 12.5%
5 Year 12.3%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
2019 14.5%
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%
Fund Manager information for ICICI Prudential Banking and Financial Services Fund
NameSinceTenure
Roshan Chutkey29 Jan 181.92 Yr.

Data below for ICICI Prudential Banking and Financial Services Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services95.79%
Asset Allocation
Asset ClassValue
Cash4.66%
Equity95.17%
Other0.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | ICICIBANK
14%₹506 Cr9,394,396
↓ -1,106,541
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
9%₹340 Cr2,672,219
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
9%₹327 Cr9,781,717
↓ -823,590
Bank of Baroda (Financial Services)
Equity, Since 31 May 17 | 532134
7%₹242 Cr23,791,202
↓ -185,939
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 532215
6%₹199 Cr2,632,941
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532978
6%₹198 Cr210,498
↓ -19,583
Treps
CBLO/Reverse Repo | -
5%₹193 Cr
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | FEDERALBNK
4%₹161 Cr18,266,314
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 18 | M&MFIN
4%₹140 Cr4,335,775
↑ 557,043
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 14 | 533398
3%₹113 Cr1,478,957

9. 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 20.2% since its launch.  Ranked 3 in Sectoral category.  Return for 2019 was 14.9% , 2018 was -2.4% and 2017 was 47.6% .

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 (14 Feb 20) ₹31.03 ↓ -0.24   (-0.77 %)
Net Assets (Cr) ₹1,995 on 31 Dec 19
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.35
Sharpe Ratio 0.63
Information Ratio -0.87
Alpha Ratio -12.05
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 15₹10,000
31 Jan 16₹8,764
31 Jan 17₹11,973
31 Jan 18₹16,122
31 Jan 19₹14,796
31 Jan 20₹17,455

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 ₹415,684.
Net Profit of ₹115,684
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 14 Feb 20

DurationReturns
1 Month -1.9%
3 Month 1.9%
6 Month 13%
1 Year 19.6%
3 Year 11.8%
5 Year 12.2%
10 Year
15 Year
Since launch 20.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 14.9%
2018 -2.4%
2017 47.6%
2016 15.7%
2015 -0.5%
2014 65.8%
2013
2012
2011
2010
Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
NameSinceTenure
Satyabrata Mohanty14 Dec 136.05 Yr.
Dhaval Gala26 Aug 154.35 Yr.

Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services94.35%
Asset Allocation
Asset ClassValue
Cash5.65%
Equity94.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK
14%₹280 Cr2,200,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK
12%₹231 Cr4,280,190
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
8%₹167 Cr393,716
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | 540716
6%₹126 Cr910,929
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
6%₹121 Cr1,600,739
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | KOTAKBANK
5%₹100 Cr594,830
Clearing Corporation Of India Limited
CBLO | -
5%₹95 Cr
Bandhan Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | 541153
5%₹95 Cr1,869,288
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Nov 15 | 532978
5%₹91 Cr97,200
State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN
5%₹90 Cr2,709,080

10. 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 19.7% 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 (14 Feb 20) ₹161.757 ↓ -0.61   (-0.38 %)
Net Assets (Cr) ₹6,924 on 31 Dec 19
Category Equity - Focused
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.41
Sharpe Ratio 0.9
Information Ratio 0.5
Alpha Ratio 6.28
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 15₹10,000
31 Jan 16₹9,360
31 Jan 17₹10,613
31 Jan 18₹14,613
31 Jan 19₹13,684
31 Jan 20₹16,914

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 ₹415,684.
Net Profit of ₹115,684
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 14 Feb 20

DurationReturns
1 Month 4%
3 Month 8.8%
6 Month 19.8%
1 Year 26.8%
3 Year 16.7%
5 Year 12%
10 Year
15 Year
Since launch 19.7%
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 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services37.08%
Consumer Defensive12.16%
Consumer Cyclical10.04%
Communication Services9.21%
Industrials8.18%
Utility5.89%
Health Care4.97%
Basic Materials3.91%
Asset Allocation
Asset ClassValue
Cash10.51%
Equity89.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 13 | HDFCBANK
9%₹636 Cr5,000,000
↑ 300,000
Treps
CBLO/Reverse Repo | -
8%₹546 Cr
State Bank of India (Financial Services)
Equity, Since 28 Feb 18 | SBIN
7%₹501 Cr15,002,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 18 | 500034
7%₹479 Cr1,130,722
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 30 Jun 13 | PGHH
6%₹424 Cr370,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 19 | 532215
5%₹354 Cr4,700,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
5%₹351 Cr7,700,000
↓ -1,300,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
5%₹344 Cr1,862,602
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | KOTAKBANK
5%₹320 Cr1,900,000
Alphabet Inc A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL
4%₹286 Cr30,000
↑ 3,000

11. Invesco India Financial Services Fund

(Erstwhile Invesco India Banking Fund)

The investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities of companies engaged in the business of banking and financial services.

Invesco India Financial Services Fund is a Equity - Sectoral fund was launched on 14 Jul 08. It is a fund with High risk and has given a CAGR/Annualized return of 17.3% since its launch.  Ranked 5 in Sectoral category.  Return for 2019 was 21.2% , 2018 was -0.3% and 2017 was 45.2% .

Below is the key information for Invesco India Financial Services Fund

Invesco India Financial Services Fund
Growth
Launch Date 14 Jul 08
NAV (14 Feb 20) ₹63.73 ↓ -0.48   (-0.75 %)
Net Assets (Cr) ₹200 on 31 Dec 19
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 1.01
Information Ratio -1.32
Alpha Ratio -4.3
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 15₹10,000
31 Jan 16₹8,394
31 Jan 17₹10,618
31 Jan 18₹14,959
31 Jan 19₹14,111
31 Jan 20₹17,226

Invesco India 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 ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Invesco India 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 14 Feb 20

DurationReturns
1 Month -1.1%
3 Month 3.5%
6 Month 16.4%
1 Year 25%
3 Year 16.7%
5 Year 11.9%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
2019 21.2%
2018 -0.3%
2017 45.2%
2016 10.4%
2015 -2.1%
2014 55.8%
2013 -9.5%
2012 58.1%
2011 -29.9%
2010 38.5%
Fund Manager information for Invesco India Financial Services Fund
NameSinceTenure
Amit Ganatra9 Nov 109.15 Yr.
Dhimant Kothari1 Jun 181.58 Yr.

Data below for Invesco India Financial Services Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services96.87%
Asset Allocation
Asset ClassValue
Cash3.13%
Equity96.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
25%₹49 Cr386,230
↑ 21,993
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
15%₹30 Cr563,094
↑ 23,769
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFC
12%₹25 Cr102,814
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KOTAKBANK
10%₹20 Cr119,281
↑ 6,500
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 532215
8%₹16 Cr213,139
↑ 12,755
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
7%₹14 Cr31,948
Triparty Repo
CBLO/Reverse Repo | -
5%₹10 Cr
State Bank of India (Financial Services)
Equity, Since 31 Mar 17 | SBIN
4%₹9 Cr254,779
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jul 17 | CHOLAFIN
3%₹5 Cr168,569
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | 540716
2%₹5 Cr35,321

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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sanjan shetty, posted on 16 Jul 19 11:20 AM

wanted to get in with the marketing head of the company

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