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11 Best performing SIPs for 2019 | Systematic Investment Plan

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11 Best Mutual Funds for SIP 2019

Updated on December 2, 2019 , 67152 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 19 - 20

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Mirae Asset Emerging Bluechip Fund Growth ₹56.95
↑ 0.29
₹8,868 1,000 12.23.614.616.615.5-5.4
SBI Small Cap Fund Growth ₹54.0162
↑ 0.36
₹2,915 500 11.62.28.914.414.9-19.6
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹31.1
↑ 0.12
₹1,888 1,000 16.70.616.717.213.9-2.4
ICICI Prudential Banking and Financial Services Fund Growth ₹69.7
↑ 0.81
₹3,445 100 16.40.218.517.513.6-0.4
Aditya Birla Sun Life India GenNext Fund Growth ₹90.98
↑ 0.51
₹1,276 1,000 13.87.515.71612.5-1.6
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹33.8455
↑ 0.05
₹1,005 1,000 212.120.918.712.46.5
Axis Focused 25 Fund Growth ₹30.33
↓ -0.06
₹8,800 1,000 12.14.914.718.312.10.6
ICICI Prudential US Bluechip Equity Fund Growth ₹31.11
↓ -0.26
₹346 100 10.621.316.91612.15.2
Mirae Asset Great Consumer Fund Growth ₹37.326
↑ 0.19
₹931 1,000 15.36.711.918.4121.9
SBI Focused Equity Fund Growth ₹152.911
↑ 0.92
₹6,125 500 14418.41611.7-3.8
Canara Robeco Emerging Equities Growth ₹95.63
↑ 0.44
₹5,235 1,000 12.4-0.58.113.811.5-9.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Dec 19
*List of best mutual funds SIP's having Net Assets/ AUM more than 200 Crore in Equity Category of mutual funds ordered based on 5 year CAGR returns.

1. 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 20.3% since its launch.  Return for 2018 was -5.4% , 2017 was 49% and 2016 was 12.2% .

Below is the key information for Mirae Asset Emerging Bluechip Fund

Mirae Asset Emerging Bluechip Fund
Growth
Launch Date 9 Jul 10
NAV (04 Dec 19) ₹56.95 ↑ 0.29   (0.51 %)
Net Assets (Cr) ₹8,868 on 31 Oct 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 1.05
Information Ratio 1.04
Alpha Ratio 7.64
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
30 Nov 14₹10,000
30 Nov 15₹11,613
30 Nov 16₹13,611
30 Nov 17₹18,875
30 Nov 18₹18,328
30 Nov 19₹21,177

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 ₹447,579.
Net Profit of ₹147,579
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 4 Dec 19

DurationReturns
1 Month 1.5%
3 Month 12.2%
6 Month 3.6%
1 Year 14.6%
3 Year 16.6%
5 Year 15.5%
10 Year
15 Year
Since launch 20.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -5.4%
2017 49%
2016 12.2%
2015 14.1%
2014 84.6%
2013 8.6%
2012 45.6%
2011 -15.2%
2010
2009
Fund Manager information for Mirae Asset Emerging Bluechip Fund
NameSinceTenure
Neelesh Surana9 Jul 109.32 Yr.
Ankit Jain31 Jan 190.75 Yr.

Data below for Mirae Asset Emerging Bluechip Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services31.85%
Consumer Cyclical12.04%
Health Care11.78%
Basic Materials8.98%
Consumer Defensive8.24%
Industrials7.48%
Technology7.12%
Energy6.16%
Utility3.72%
Communication Services1.95%
Asset Allocation
Asset ClassValue
Cash0.7%
Equity99.3%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK
7%₹602 Cr4,893,769
↑ 152,879
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK
6%₹546 Cr11,800,939
State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN
5%₹403 Cr12,915,277
↑ 720,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
4%₹321 Cr2,190,196
↓ -53,317
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹297 Cr4,029,016
↓ -400,000
Voltas Ltd (Industrials)
Equity, Since 31 Dec 14 | VOLTAS
3%₹277 Cr3,914,449
Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 532827
3%₹254 Cr98,662
↑ 9,504
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
3%₹238 Cr3,473,972
↑ 1,307,267
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 15 | INDUSINDBK
3%₹231 Cr1,761,487
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 19 | LT
3%₹230 Cr1,560,582

2. 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 17.9% since its launch.  Ranked 4 in Small Cap category.  Return for 2018 was -19.6% , 2017 was 78.7% and 2016 was 1.3% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (04 Dec 19) ₹54.0162 ↑ 0.36   (0.66 %)
Net Assets (Cr) ₹2,915 on 31 Oct 19
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.57
Sharpe Ratio 0.46
Information Ratio 1.34
Alpha Ratio 11.52
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
30 Nov 14₹10,000
30 Nov 15₹12,596
30 Nov 16₹14,163
30 Nov 17₹22,733
30 Nov 18₹19,124
30 Nov 19₹20,772

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 4 Dec 19

DurationReturns
1 Month -0.4%
3 Month 11.6%
6 Month 2.2%
1 Year 8.9%
3 Year 14.4%
5 Year 14.9%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -19.6%
2017 78.7%
2016 1.3%
2015 20.6%
2014 110.7%
2013 7.8%
2012 31.9%
2011 -24.3%
2010 19%
2009
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 135.96 Yr.

Data below for SBI Small Cap Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Consumer Cyclical22.92%
Industrials22.13%
Basic Materials17.04%
Financial Services11.23%
Consumer Defensive9.12%
Technology4.05%
Utility2.26%
Health Care1.67%
Real Estate0.91%
Asset Allocation
Asset ClassValue
Cash12.03%
Equity87.65%
Other0.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
11%₹320 Cr
Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | 508486
4%₹122 Cr352,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
4%₹120 Cr1,077,439
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Aug 18 | 540699
4%₹114 Cr377,000
Relaxo Footwears Ltd (Consumer Cyclical)
Equity, Since 30 Nov 13 | 530517
3%₹98 Cr1,800,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | 532215
3%₹96 Cr1,300,000
↓ -700,000
NIIT Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | 500304
3%₹93 Cr9,452,213
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 19 | 540762
3%₹92 Cr2,300,000
Triveni Turbine Ltd (Industrials)
Equity, Since 31 Jan 19 | 533655
3%₹91 Cr9,000,000
↑ 5,100,000
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | 542141
3%₹85 Cr3,134,750

3. 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 20.9% since its launch.  Ranked 3 in Sectoral category.  Return for 2018 was -2.4% , 2017 was 47.6% and 2016 was 15.7% .

Below is the key information for Aditya Birla Sun Life Banking And Financial Services Fund

Aditya Birla Sun Life Banking And Financial Services Fund
Growth
Launch Date 14 Dec 13
NAV (04 Dec 19) ₹31.1 ↑ 0.12   (0.39 %)
Net Assets (Cr) ₹1,888 on 31 Oct 19
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.35
Sharpe Ratio 0.8
Information Ratio -1.01
Alpha Ratio -9.03
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
30 Nov 14₹10,000
30 Nov 15₹10,333
30 Nov 16₹12,456
30 Nov 17₹17,368
30 Nov 18₹16,740
30 Nov 19₹19,623

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 ₹426,080.
Net Profit of ₹126,080
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 4 Dec 19

DurationReturns
1 Month 3.4%
3 Month 16.7%
6 Month 0.6%
1 Year 16.7%
3 Year 17.2%
5 Year 13.9%
10 Year
15 Year
Since launch 20.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -2.4%
2017 47.6%
2016 15.7%
2015 -0.5%
2014 65.8%
2013
2012
2011
2010
2009
Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
NameSinceTenure
Satyabrata Mohanty14 Dec 135.13 Yr.
Dhaval Gala26 Aug 153.44 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services97.2%
Asset Allocation
Asset ClassValue
Cash1.72%
Equity97.2%
Other1.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK
16%₹293 Cr2,383,400
↓ -158,600
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK
12%₹235 Cr5,080,190
↑ 110,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
7%₹140 Cr347,931
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
7%₹132 Cr1,790,739
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | 540716
6%₹123 Cr914,027
↑ 239,600
Bandhan Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | 541153
6%₹114 Cr1,869,288
↓ -314,612
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | KOTAKBANK
5%₹103 Cr652,830
State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN
4%₹85 Cr2,709,080
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | INDUSINDBK
4%₹83 Cr631,373
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Nov 15 | 532978
4%₹79 Cr97,200

4. 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 18.8% since its launch.  Return for 2018 was -0.4% , 2017 was 45.1% and 2016 was 21.1% .

Below is the key information for ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund
Growth
Launch Date 22 Aug 08
NAV (04 Dec 19) ₹69.7 ↑ 0.81   (1.18 %)
Net Assets (Cr) ₹3,445 on 31 Oct 19
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.22
Sharpe Ratio 0.77
Information Ratio -1.14
Alpha Ratio -9.22
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
30 Nov 14₹10,000
30 Nov 15₹9,901
30 Nov 16₹12,129
30 Nov 17₹16,722
30 Nov 18₹16,217
30 Nov 19₹19,274

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 ₹426,080.
Net Profit of ₹126,080
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 4 Dec 19

DurationReturns
1 Month 3.8%
3 Month 16.4%
6 Month 0.2%
1 Year 18.5%
3 Year 17.5%
5 Year 13.6%
10 Year
15 Year
Since launch 18.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -0.4%
2017 45.1%
2016 21.1%
2015 -7.2%
2014 69%
2013 -2.6%
2012 72.2%
2011 -31.6%
2010 32.8%
2009 77.6%
Fund Manager information for ICICI Prudential Banking and Financial Services Fund
NameSinceTenure
Roshan Chutkey29 Jan 181.67 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services92.9%
Asset Allocation
Asset ClassValue
Cash7.36%
Equity92.57%
Other0.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | ICICIBANK
14%₹486 Cr10,500,937
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
10%₹329 Cr2,672,219
↑ 175,643
State Bank of India (Financial Services)
Equity, Since 31 Oct 08 | SBIN
9%₹299 Cr9,577,269
Treps
CBLO/Reverse Repo | -
7%₹251 Cr
Bank of Baroda (Financial Services)
Equity, Since 31 May 17 | 532134
6%₹220 Cr22,659,417
↓ -1,531,051
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532978
6%₹192 Cr236,613
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 532215
5%₹173 Cr2,346,664
↓ -119,270
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | FEDERALBNK
4%₹127 Cr15,107,314
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 18 | M&MFIN
4%₹123 Cr3,476,303
ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 28 Feb 18 | ICICIPRULI
3%₹112 Cr2,191,300

5. Aditya Birla Sun Life India GenNext Fund

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

Aditya Birla Sun Life India GenNext Fund is a Equity - Sectoral fund was launched on 5 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 16.7% since its launch.  Ranked 8 in Sectoral category.  Return for 2018 was -1.6% , 2017 was 39.4% and 2016 was 7.4% .

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

Aditya Birla Sun Life India GenNext Fund
Growth
Launch Date 5 Aug 05
NAV (04 Dec 19) ₹90.98 ↑ 0.51   (0.56 %)
Net Assets (Cr) ₹1,276 on 31 Oct 19
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio 1.27
Information Ratio 0.24
Alpha Ratio 7.55
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
30 Nov 14₹10,000
30 Nov 15₹10,852
30 Nov 16₹12,193
30 Nov 17₹16,033
30 Nov 18₹16,166
30 Nov 19₹18,650

Aditya Birla Sun Life India GenNext Fund SIP Returns

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

Returns for Aditya Birla Sun Life India GenNext Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Dec 19

DurationReturns
1 Month 1.2%
3 Month 13.8%
6 Month 7.5%
1 Year 15.7%
3 Year 16%
5 Year 12.5%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -1.6%
2017 39.4%
2016 7.4%
2015 7.5%
2014 51%
2013 4.8%
2012 46%
2011 -14.5%
2010 28.5%
2009 58.5%
Fund Manager information for Aditya Birla Sun Life India GenNext Fund
NameSinceTenure
Anil Shah23 Sep 136.11 Yr.
Chanchal Khandelwal26 Aug 154.18 Yr.

Data below for Aditya Birla Sun Life India GenNext Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services32.94%
Consumer Defensive21.88%
Consumer Cyclical15.27%
Health Care7.69%
Basic Materials6.9%
Industrials3.92%
Communication Services3.65%
Technology2.3%
Real Estate0.9%
Asset Allocation
Asset ClassValue
Cash4.52%
Equity95.45%
Other0.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | ICICIBANK
7%₹92 Cr1,990,000
↑ 200,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
6%₹78 Cr630,000
Clearing Corporation Of India Limited
CBLO | -
5%₹66 Cr
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 13 | ITC
5%₹63 Cr2,449,384
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 12 | HDFC
3%₹38 Cr180,300
Colgate-Palmolive (India) Ltd (Consumer Defensive)
Equity, Since 31 Aug 18 | 500830
3%₹36 Cr230,600
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Sep 11 | 500825
3%₹33 Cr99,860
↓ -140
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
2%₹32 Cr202,342
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
2%₹32 Cr430,000
Whirlpool of India Ltd (Technology)
Equity, Since 28 Feb 14 | 500238
2%₹29 Cr133,898
↓ -12,102

6. 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 16.9% since its launch.  Ranked 6 in Global category.  Return for 2018 was 6.5% , 2017 was 18.1% and 2016 was -0.8% .

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 (04 Dec 19) ₹33.8455 ↑ 0.05   (0.14 %)
Net Assets (Cr) ₹1,005 on 31 Oct 19
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.74
Sharpe Ratio 0.37
Information Ratio -0.55
Alpha Ratio -0.73
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 14₹10,000
30 Nov 15₹11,226
30 Nov 16₹10,856
30 Nov 17₹12,968
30 Nov 18₹14,877
30 Nov 19₹18,131

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 ₹415,684.
Net Profit of ₹115,684
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 4 Dec 19

DurationReturns
1 Month 4.1%
3 Month 2%
6 Month 12.1%
1 Year 20.9%
3 Year 18.7%
5 Year 12.4%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
2010
2009
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Pyari Menon26 Sep 190 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Cash0.48%
Equity96.03%
Other3.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹1,003 Cr2,957,359
↑ 54,834
Call, Cash & Other Assets
Receivables | -
0%₹2 Cr

7. 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 16.1% since its launch.  Ranked 7 in Focused category.  Return for 2018 was 0.6% , 2017 was 45.2% and 2016 was 4.6% .

Below is the key information for Axis Focused 25 Fund

Axis Focused 25 Fund
Growth
Launch Date 29 Jun 12
NAV (04 Dec 19) ₹30.33 ↓ -0.06   (-0.20 %)
Net Assets (Cr) ₹8,800 on 31 Oct 19
Category Equity - Focused
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.32
Sharpe Ratio 1.24
Information Ratio 0.24
Alpha Ratio 5.78
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
30 Nov 14₹10,000
30 Nov 15₹10,194
30 Nov 16₹11,060
30 Nov 17₹14,976
30 Nov 18₹15,601
30 Nov 19₹17,962

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 4 Dec 19

DurationReturns
1 Month -0.5%
3 Month 12.1%
6 Month 4.9%
1 Year 14.7%
3 Year 18.3%
5 Year 12.1%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
2018 0.6%
2017 45.2%
2016 4.6%
2015 3.9%
2014 38.8%
2013 5.8%
2012
2011
2010
2009
Fund Manager information for Axis Focused 25 Fund
NameSinceTenure
Jinesh Gopani7 Jun 163.4 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services42.57%
Basic Materials13.17%
Consumer Cyclical11.37%
Technology7.38%
Consumer Defensive6.42%
Industrials5.83%
Energy5.04%
Communication Services4.83%
Health Care1.41%
Asset Allocation
Asset ClassValue
Cash1.99%
Equity98.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | HDFCBANK
9%₹799 Cr6,490,492
↑ 520,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
8%₹693 Cr1,721,318
↓ -357,265
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
7%₹631 Cr4,006,457
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 16 | 532978
7%₹608 Cr747,220
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
7%₹575 Cr2,534,738
↑ 207,822
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 17 | 540376
6%₹565 Cr2,830,122
Asian Paints Ltd (Basic Materials)
Equity, Since 30 Nov 18 | 500820
6%₹484 Cr2,676,200
Pidilite Industries Ltd (Basic Materials)
Equity, Since 30 Jun 16 | PIDILITIND
5%₹450 Cr3,207,659
↓ -295,899
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
5%₹444 Cr3,031,000
↑ 1,532,000
Bandhan Bank Ltd (Financial Services)
Equity, Since 31 Oct 19 | 541153
5%₹431 Cr7,044,854
↓ -7,219,050,010

8. 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 16.6% since its launch.  Ranked 7 in Global category.  Return for 2018 was 5.2% , 2017 was 14.1% and 2016 was 11.6% .

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 (03 Dec 19) ₹31.11 ↓ -0.26   (-0.83 %)
Net Assets (Cr) ₹346 on 31 Oct 19
Category Equity - Global
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.08
Sharpe Ratio 0.49
Information Ratio 0.06
Alpha Ratio 1.96
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
30 Nov 14₹10,000
30 Nov 15₹10,447
30 Nov 16₹11,268
30 Nov 17₹12,780
30 Nov 18₹14,898
30 Nov 19₹17,905

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 ₹415,684.
Net Profit of ₹115,684
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 4 Dec 19

DurationReturns
1 Month 2.8%
3 Month 10.6%
6 Month 21.3%
1 Year 16.9%
3 Year 16%
5 Year 12.1%
10 Year
15 Year
Since launch 16.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 5.2%
2017 14.1%
2016 11.6%
2015 0.7%
2014 12.7%
2013 45.7%
2012
2011
2010
2009
Fund Manager information for ICICI Prudential US Bluechip Equity Fund
NameSinceTenure
Rohan Maru19 Sep 135.37 Yr.
Priyanka Khandelwal30 Jun 171.59 Yr.

Data below for ICICI Prudential US Bluechip Equity Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Health Care24.2%
Technology16.16%
Consumer Cyclical12.66%
Industrials12.49%
Financial Services11.6%
Consumer Defensive11.29%
Communication Services4.15%
Utility2.47%
Energy2.18%
Asset Allocation
Asset ClassValue
Cash2.8%
Equity97.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Amazon.com Inc (Consumer Cyclical)
Equity, Since 30 Jun 16 | AMZN
5%₹16 Cr1,296
Intel Corp (Technology)
Equity, Since 30 Sep 18 | INTC
3%₹12 Cr29,659
Kellogg Co (Consumer Defensive)
Equity, Since 31 Dec 18 | K
3%₹12 Cr26,185
Treps
CBLO/Reverse Repo | -
3%₹11 Cr
Caterpillar Inc (Industrials)
Equity, Since 31 Dec 18 | CAT
3%₹10 Cr10,755
Philip Morris International Inc (Consumer Defensive)
Equity, Since 30 Jun 18 | PM
3%₹10 Cr17,768
Biogen Inc (Healthcare)
Equity, Since 31 Dec 15 | BIIB
3%₹10 Cr4,780
Salesforce.com Inc (Technology)
Equity, Since 31 Dec 18 | CRM
3%₹9 Cr8,395
↑ 859
Bristol-Myers Squibb Company (Healthcare)
Equity, Since 31 Dec 18 | BMY
3%₹9 Cr22,579
ServiceNow Inc (Technology)
Equity, Since 30 Sep 19 | NOW
3%₹9 Cr5,233
↑ 1,725

9. Mirae Asset Great Consumer Fund

The investment objective of the scheme is to generate long term capital appreciation by investing in a portfolio of companies/funds that are likely to benefit either directly or indirectly from consumption led demand in India. The Scheme does not guarantee or assure any returns

Mirae Asset Great Consumer Fund is a Equity - Sectoral fund was launched on 29 Mar 11. It is a fund with High risk and has given a CAGR/Annualized return of 16.4% since its launch.  Ranked 7 in Sectoral category.  Return for 2018 was 1.9% , 2017 was 51% and 2016 was 2% .

Below is the key information for Mirae Asset Great Consumer Fund

Mirae Asset Great Consumer Fund
Growth
Launch Date 29 Mar 11
NAV (04 Dec 19) ₹37.326 ↑ 0.19   (0.50 %)
Net Assets (Cr) ₹931 on 31 Oct 19
Category Equity - Sectoral
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk High
Expense Ratio 2.39
Sharpe Ratio 0.97
Information Ratio 0.56
Alpha Ratio 4.14
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
30 Nov 14₹10,000
30 Nov 15₹10,456
30 Nov 16₹10,892
30 Nov 17₹15,285
30 Nov 18₹15,770
30 Nov 19₹17,713

Mirae Asset Great Consumer 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 Mirae Asset Great Consumer Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Dec 19

DurationReturns
1 Month 0.3%
3 Month 15.3%
6 Month 6.7%
1 Year 11.9%
3 Year 18.4%
5 Year 12%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 1.9%
2017 51%
2016 2%
2015 3.8%
2014 42.7%
2013 9.9%
2012 35.6%
2011
2010
2009
Fund Manager information for Mirae Asset Great Consumer Fund
NameSinceTenure
Ankit Jain5 Oct 162.57 Yr.

Data below for Mirae Asset Great Consumer Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Cash1.86%
Equity98.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 14 | HDFCBANK
7%₹61 Cr495,000
↑ 5,000
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
6%₹59 Cr2,300,000
↑ 100,000
Dabur India Ltd (Consumer Defensive)
Equity, Since 31 Aug 15 | 500096
5%₹49 Cr1,069,990
↑ 69,990
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 11 | ICICIBANK
4%₹41 Cr890,000
Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 31 Jan 17 | 500800
4%₹40 Cr1,250,000
Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 532827
4%₹36 Cr14,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 15 | 500696
4%₹33 Cr150,000
↑ 10,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | MARUTI
3%₹30 Cr40,000
↓ -5,000
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 532343
3%₹29 Cr600,000
↑ 40,000
Voltas Ltd (Industrials)
Equity, Since 30 Sep 15 | VOLTAS
3%₹28 Cr400,000
↓ -30,000

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 19.6% since its launch.  Ranked 32 in Focused category.  Return for 2018 was -3.8% , 2017 was 44.7% and 2016 was 2.2% .

Below is the key information for SBI Focused Equity Fund

SBI Focused Equity Fund
Growth
Launch Date 11 Oct 04
NAV (04 Dec 19) ₹152.911 ↑ 0.92   (0.61 %)
Net Assets (Cr) ₹6,125 on 31 Oct 19
Category Equity - Focused
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.41
Sharpe Ratio 1.14
Information Ratio 0.22
Alpha Ratio 7.04
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
30 Nov 14₹10,000
30 Nov 15₹10,644
30 Nov 16₹11,583
30 Nov 17₹15,283
30 Nov 18₹14,887
30 Nov 19₹17,677

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 ₹405,518.
Net Profit of ₹105,518
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 4 Dec 19

DurationReturns
1 Month 1.6%
3 Month 14%
6 Month 4%
1 Year 18.4%
3 Year 16%
5 Year 11.7%
10 Year
15 Year
Since launch 19.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 109%
Fund Manager information for SBI Focused Equity Fund
NameSinceTenure
R. Srinivasan1 May 0910.51 Yr.

Data below for SBI Focused Equity Fund as on 31 Oct 19

Equity Sector Allocation
SectorValue
Financial Services33.73%
Consumer Defensive13.7%
Industrials10.93%
Consumer Cyclical7.13%
Utility6.19%
Health Care5.42%
Basic Materials4.54%
Communication Services4.49%
Technology3.48%
Asset Allocation
Asset ClassValue
Cash10.36%
Equity89.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 13 | HDFCBANK
9%₹578 Cr4,700,000
↑ 500,000
Treps
CBLO/Reverse Repo | -
8%₹499 Cr
State Bank of India (Financial Services)
Equity, Since 28 Feb 18 | SBIN
8%₹469 Cr15,002,000
↑ 6,002,000
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 30 Jun 13 | PGHH
7%₹441 Cr359,985
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 19 | 532215
7%₹434 Cr5,900,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
5%₹337 Cr9,000,000
↑ 2,000,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
5%₹327 Cr1,862,602
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | KOTAKBANK
5%₹299 Cr1,900,000
↑ 200,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 18 | 500034
5%₹294 Cr730,722
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | 540716
4%₹269 Cr2,000,000
↑ 750,000

11. 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 16.6% since its launch.  Ranked 10 in Large & Mid Cap category.  Return for 2018 was -9.3% , 2017 was 52.1% and 2016 was 2.6% .

Below is the key information for Canara Robeco Emerging Equities

Canara Robeco Emerging Equities
Growth
Launch Date 11 Mar 05
NAV (04 Dec 19) ₹95.63 ↑ 0.44   (0.46 %)
Net Assets (Cr) ₹5,235 on 31 Oct 19
Category Equity - Large & Mid Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 0.56
Information Ratio 0.04
Alpha Ratio 1.7
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
30 Nov 14₹10,000
30 Nov 15₹11,554
30 Nov 16₹12,194
30 Nov 17₹17,286
30 Nov 18₹16,223
30 Nov 19₹17,584

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 ₹405,518.
Net Profit of ₹105,518
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 4 Dec 19

DurationReturns
1 Month 1%
3 Month 12.4%
6 Month -0.5%
1 Year 8.1%
3 Year 13.8%
5 Year 11.5%
10 Year
15 Year
Since launch 16.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -9.3%
2017 52.1%
2016 2.6%
2015 13.1%
2014 96%
2013 3.2%
2012 48.9%
2011 -22.3%
2010 28.3%
2009 112.4%
Fund Manager information for Canara Robeco Emerging Equities
NameSinceTenure
Shridatta Bhandwaldar1 Oct 190.08 Yr.
Miyush Gandhi2 Jul 181.33 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services31.34%
Industrials15.42%
Consumer Cyclical13.15%
Technology8.33%
Health Care7.57%
Basic Materials6.38%
Energy4.33%
Utility4.07%
Consumer Defensive3.19%
Communication Services2.96%
Asset Allocation
Asset ClassValue
Cash3.27%
Equity96.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFCBANK
7%₹359 Cr2,916,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹333 Cr7,185,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
5%₹265 Cr3,593,650
Reliance Industries Ltd (Energy)
Equity, Since 31 May 17 | RELIANCE
4%₹227 Cr1,548,000
↑ 575,000
Treps
CBLO/Reverse Repo | -
4%₹215 Cr
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 17 | LT
3%₹152 Cr1,032,000
↓ -35,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 19 | HDFC
3%₹148 Cr692,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | KOTAKBANK
3%₹146 Cr926,000
↓ -47,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
2%₹130 Cr1,895,000
↑ 220,000
Voltas Ltd (Industrials)
Equity, Since 30 Jun 18 | VOLTAS
2%₹107 Cr1,503,703
↑ 200,000

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.

How to Invest in SIP MF Online?

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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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