fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909
11 Best performing SIPs for 2023 - Fincash

Fincash » Mutual Funds » Top 11 SIP Funds

11 Best Mutual Funds for SIP 2023

Updated on December 4, 2023 , 255546 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

How to Invest in SIP?

Investing money is an art, it can work wonders if done correctly. Now that you know the Top 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 Funds. 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.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

Top 11 SIP Mutual Funds in India FY 23 - 24

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
ICICI Prudential Smallcap Fund Growth ₹72.43
↑ 0.12
₹6,003 100 5.422.330.733.626.45.7
Kotak Small Cap Fund Growth ₹212.835
↑ 0.01
₹12,163 1,000 5.121.627.930.726-3.1
DSP BlackRock Small Cap Fund  Growth ₹156.593
↓ -0.71
₹11,837 500 6.326.434.631.424.80.5
PGIM India Midcap Opportunities Fund Growth ₹51.54
↓ -0.05
₹9,102 1,000 4.414.213.125.724.6-1.7
ICICI Prudential Infrastructure Fund Growth ₹139.4
↑ 0.22
₹3,345 100 11.327.237.340.524.628.8
Motilal Oswal Midcap 30 Fund  Growth ₹68.7167
↑ 0.02
₹6,060 500 6.921.929.734.324.310.7
SBI Contra Fund Growth ₹302.013
↑ 2.02
₹16,667 500 8.722.928.533.324.312.8
SBI Infrastructure Fund Growth ₹39.6529
↑ 0.02
₹1,309 500 15.230.840.733.724.39.3
Invesco India Infrastructure Fund Growth ₹46.09
↑ 0.26
₹617 500 12.628.237.732.923.92.3
Aditya Birla Sun Life Digital India Fund Growth ₹147.77
↓ -1.30
₹3,953 100 4.219.41822.823.8-21.6
L&T Emerging Businesses Fund Growth ₹67.9148
↓ -0.32
₹11,552 500 8.32939.33923.21
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Dec 23
*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 calendar year returns.

1. ICICI Prudential Smallcap Fund

(Erstwhile ICICI Prudential Indo Asia Equity Fund)

ICICI Prudential Indo Asia Equity Fund is an OE equity scheme that seeks to generate long term capital appreciation by investing in equity, equity related securities and or share classes/units of equity funds of companies, which are incorporated or have their area of primary activity, in the Asia Pacific region. Initially the Scheme will invest in share classes of International Opportunities Fund Asian Equity Fund and thereafter the Fund Manager of the Indo Asia Equity Fund may choose to make investment in listed equity shares, securities in the Asia Pacific region. However, there can be no assurance that the investment objective of the Scheme will be realized.

ICICI Prudential Smallcap Fund is a Equity - Small Cap fund was launched on 18 Oct 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.1% since its launch.  Ranked 26 in Small Cap category.  Return for 2022 was 5.7% , 2021 was 61% and 2020 was 22.8% .

Below is the key information for ICICI Prudential Smallcap Fund

ICICI Prudential Smallcap Fund
Growth
Launch Date 18 Oct 07
NAV (06 Dec 23) ₹72.43 ↑ 0.12   (0.17 %)
Net Assets (Cr) ₹6,003 on 31 Oct 23
Category Equity - Small Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.04
Sharpe Ratio 1.1
Information Ratio 0.11
Alpha Ratio -1.69
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 18₹10,000
30 Nov 19₹11,051
30 Nov 20₹12,802
30 Nov 21₹22,094
30 Nov 22₹23,879
30 Nov 23₹30,773

ICICI Prudential Smallcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for ICICI Prudential Smallcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Dec 23

DurationReturns
1 Month 7.5%
3 Month 5.4%
6 Month 22.3%
1 Year 30.7%
3 Year 33.6%
5 Year 26.4%
10 Year
15 Year
Since launch 13.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 5.7%
2021 61%
2020 22.8%
2019 10%
2018 -22.4%
2017 42.7%
2016 6%
2015 0.5%
2014 50.6%
2013 8.8%
Fund Manager information for ICICI Prudential Smallcap Fund
NameSinceTenure
Anish Tawakley18 Sep 230.12 Yr.
Sri Sharma18 Sep 230.12 Yr.
Sharmila D’mello30 Jun 221.34 Yr.

Data below for ICICI Prudential Smallcap Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Industrials24.74%
Consumer Cyclical21.44%
Health Care12.19%
Basic Materials9.98%
Financial Services5.77%
Real Estate3.87%
Technology3.24%
Consumer Defensive3.05%
Communication Services0.99%
Energy0.53%
Utility0.47%
Asset Allocation
Asset ClassValue
Cash12.82%
Equity87.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Rolex Rings Ltd (Industrials)
Equity, Since 31 Jul 21 | 543325
3%₹189 Cr854,305
Cyient Ltd (Industrials)
Equity, Since 31 Aug 18 | CYIENT
3%₹183 Cr1,150,829
↓ -238,897
EPL Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 21 | 500135
3%₹158 Cr8,728,374
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Sep 22 | 543308
2%₹142 Cr750,973
↓ -182,891
Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 30 Jun 23 | 543350
2%₹138 Cr2,347,667
↓ -50,960
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 30 Jun 19 | CHOLAHLDNG
2%₹134 Cr1,177,187
↓ -168,470
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 23 | ULTRACEMCO
2%₹124 Cr147,000
↑ 111,000
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Sep 16 | 532929
2%₹122 Cr1,977,838
Arvind Fashions Ltd (Consumer Cyclical)
Equity, Since 30 Jun 19 | ARVINDFASN
2%₹120 Cr3,726,057
↓ -217,958
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 23 | LT
2%₹120 Cr408,198
↑ 408,198

2. Kotak Small Cap Fund

(Erstwhile Kotak Midcap Scheme)

The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities.

Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.7% since its launch.  Ranked 23 in Small Cap category.  Return for 2022 was -3.1% , 2021 was 70.9% and 2020 was 34.2% .

Below is the key information for Kotak Small Cap Fund

Kotak Small Cap Fund
Growth
Launch Date 24 Feb 05
NAV (06 Dec 23) ₹212.835 ↑ 0.01   (0.00 %)
Net Assets (Cr) ₹12,163 on 31 Oct 23
Category Equity - Small Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.48
Sharpe Ratio 0.83
Information Ratio -0.25
Alpha Ratio -4.78
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 18₹10,000
30 Nov 19₹10,580
30 Nov 20₹13,577
30 Nov 21₹24,212
30 Nov 22₹24,263
30 Nov 23₹30,737

Kotak 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 ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for Kotak 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 6 Dec 23

DurationReturns
1 Month 8.5%
3 Month 5.1%
6 Month 21.6%
1 Year 27.9%
3 Year 30.7%
5 Year 26%
10 Year
15 Year
Since launch 17.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -3.1%
2021 70.9%
2020 34.2%
2019 5%
2018 -17.3%
2017 44%
2016 8.9%
2015 7.4%
2014 74%
2013 -4.9%
Fund Manager information for Kotak Small Cap Fund
NameSinceTenure
Pankaj Tibrewal21 Jan 1013.79 Yr.
Arjun Khanna30 Apr 221.51 Yr.
Harish Bihani20 Oct 230.03 Yr.

Data below for Kotak Small Cap Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Industrials35.91%
Consumer Cyclical21.68%
Basic Materials21.06%
Financial Services5.47%
Health Care4.9%
Consumer Defensive2.27%
Technology2.25%
Real Estate1.72%
Energy0.1%
Asset Allocation
Asset ClassValue
Cash4.11%
Equity95.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT
4%₹479 Cr3,018,341
↑ 140,174
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | CARBORUNIV
4%₹428 Cr3,997,181
↑ 295,657
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI
3%₹395 Cr1,428,816
↑ 1,831
Century Plyboards (India) Ltd (Basic Materials)
Equity, Since 31 Oct 18 | 532548
3%₹390 Cr6,297,762
↑ 76,406
Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO
3%₹359 Cr4,061,650
Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | GALAXYSURF
3%₹346 Cr1,268,161
↑ 11,083
Blue Dart Express Ltd (Industrials)
Equity, Since 31 Oct 19 | BLUEDART
2%₹284 Cr430,884
↑ 32,494
Garware Technical Fibres Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | GARFIBRES
2%₹280 Cr885,191
↑ 2,690
Alembic Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 22 | APLLTD
2%₹276 Cr3,874,016
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Aug 11 | SOLARINDS
2%₹275 Cr500,163

3. DSP BlackRock Small Cap Fund 

(Erstwhile DSP BlackRock Micro Cap Fund)

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

DSP BlackRock Small Cap Fund  is a Equity - Small Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.2% since its launch.  Ranked 7 in Small Cap category.  Return for 2022 was 0.5% , 2021 was 58.9% and 2020 was 33.1% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (06 Dec 23) ₹156.593 ↓ -0.71   (-0.45 %)
Net Assets (Cr) ₹11,837 on 31 Oct 23
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 1.27
Information Ratio 0
Alpha Ratio 0
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
30 Nov 18₹10,000
30 Nov 19₹9,810
30 Nov 20₹12,697
30 Nov 21₹20,269
30 Nov 22₹21,614
30 Nov 23₹29,293

DSP BlackRock 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 ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for DSP BlackRock Small Cap Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Dec 23

DurationReturns
1 Month 9%
3 Month 6.3%
6 Month 26.4%
1 Year 34.6%
3 Year 31.4%
5 Year 24.8%
10 Year
15 Year
Since launch 18.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022 0.5%
2021 58.9%
2020 33.1%
2019 0.7%
2018 -25.5%
2017 42.8%
2016 12.7%
2015 20.4%
2014 101.8%
2013 3.8%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 1013.37 Yr.
Jay Kothari1 Mar 1310.68 Yr.
Resham Jain16 Mar 185.63 Yr.
Abhishek Ghosh1 Sep 221.17 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 31 Oct 23

Equity Sector Allocation
SectorValue
Consumer Cyclical29.13%
Industrials21.22%
Basic Materials18.39%
Consumer Defensive7.8%
Health Care7.78%
Financial Services6.68%
Technology2.55%
Communication Services0.92%
Utility0.43%
Asset Allocation
Asset ClassValue
Cash5.09%
Equity94.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT
4%₹524 Cr3,300,697
Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 532356
3%₹356 Cr9,987,384
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT
3%₹339 Cr9,323,935
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | RATNAMANI
3%₹336 Cr1,214,266
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
3%₹318 Cr3,229,623
Nilkamal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | NILKAMAL
3%₹307 Cr1,289,228
eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX
3%₹302 Cr1,541,488
↑ 61,841
La Opala RG Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | LAOPALA
2%₹259 Cr6,121,822
Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 532144
2%₹250 Cr5,882,213
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | 523025
2%₹248 Cr600,000
↓ -82,864

4. PGIM India Midcap Opportunities Fund

The primary objective of the Scheme is to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies. However, there is no assurance that the investment objective of the Scheme will be realized.

PGIM India Midcap Opportunities Fund is a Equity - Mid Cap fund was launched on 2 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 17.8% since its launch.  Ranked 40 in Mid Cap category.  Return for 2022 was -1.7% , 2021 was 63.8% and 2020 was 48.4% .

Below is the key information for PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund
Growth
Launch Date 2 Dec 13
NAV (06 Dec 23) ₹51.54 ↓ -0.05   (-0.10 %)
Net Assets (Cr) ₹9,102 on 31 Oct 23
Category Equity - Mid Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 1.95
Sharpe Ratio -0.13
Information Ratio -0.64
Alpha Ratio -11.79
Min Investment 5,000
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 18₹10,000
30 Nov 19₹10,188
30 Nov 20₹14,491
30 Nov 21₹24,002
30 Nov 22₹25,645
30 Nov 23₹28,926

PGIM India Midcap 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 ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for PGIM India Midcap 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 6 Dec 23

DurationReturns
1 Month 6.5%
3 Month 4.4%
6 Month 14.2%
1 Year 13.1%
3 Year 25.7%
5 Year 24.6%
10 Year
15 Year
Since launch 17.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -1.7%
2021 63.8%
2020 48.4%
2019 3.6%
2018 -16.1%
2017 37%
2016 -1.3%
2015 7.9%
2014 42.8%
2013
Fund Manager information for PGIM India Midcap Opportunities Fund
NameSinceTenure
Vinay Paharia1 Apr 230.59 Yr.
Puneet Pal16 Jul 221.3 Yr.
Anandha Padmanabhan Anjeneyan19 Aug 230.2 Yr.
Utsav Mehta1 Nov 230 Yr.

Data below for PGIM India Midcap Opportunities Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Consumer Cyclical18.6%
Industrials18.59%
Financial Services18.18%
Basic Materials10.25%
Health Care9.58%
Technology8.81%
Real Estate3.97%
Utility3.66%
Consumer Defensive2.46%
Communication Services1.01%
Asset Allocation
Asset ClassValue
Cash4.73%
Equity95.11%
Debt0.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 23 | TIINDIA
3%₹290 Cr919,677
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jan 23 | 503100
3%₹263 Cr1,447,055
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH
3%₹262 Cr4,562,120
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | CHOLAFIN
3%₹236 Cr2,073,090
↓ -250,000
Timken India Ltd (Industrials)
Equity, Since 30 Sep 21 | 522113
3%₹231 Cr796,219
Abbott India Ltd (Healthcare)
Equity, Since 31 Jan 23 | ABBOTINDIA
2%₹224 Cr100,119
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 532343
2%₹218 Cr1,368,659
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
2%₹211 Cr1,428,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 23 | KOTAKBANK
2%₹208 Cr1,193,854
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 23 | DIXON
2%₹204 Cr399,033

5. ICICI Prudential Infrastructure Fund

To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments.

ICICI Prudential Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 15.5% since its launch.  Ranked 27 in Sectoral category.  Return for 2022 was 28.8% , 2021 was 50.1% and 2020 was 3.6% .

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund
Growth
Launch Date 31 Aug 05
NAV (06 Dec 23) ₹139.4 ↑ 0.22   (0.16 %)
Net Assets (Cr) ₹3,345 on 31 Oct 23
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.22
Sharpe Ratio 1.75
Information Ratio 0
Alpha Ratio 0
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 18₹10,000
30 Nov 19₹10,619
30 Nov 20₹9,930
30 Nov 21₹16,421
30 Nov 22₹21,274
30 Nov 23₹28,149

ICICI Prudential Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for ICICI Prudential Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Dec 23

DurationReturns
1 Month 11.2%
3 Month 11.3%
6 Month 27.2%
1 Year 37.3%
3 Year 40.5%
5 Year 24.6%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 28.8%
2021 50.1%
2020 3.6%
2019 2.6%
2018 -14%
2017 40.8%
2016 2%
2015 -3.4%
2014 56.2%
2013 -5%
Fund Manager information for ICICI Prudential Infrastructure Fund
NameSinceTenure
Ihab Dalwai3 Jun 176.42 Yr.
Sharmila D’mello30 Jun 221.34 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Industrials27.88%
Financial Services17.23%
Utility16.88%
Basic Materials14.87%
Energy11.35%
Communication Services4.16%
Consumer Cyclical1.28%
Real Estate1.11%
Asset Allocation
Asset ClassValue
Cash4.14%
Equity94.76%
Debt1.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555
9%₹288 Cr12,212,000
↑ 500,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT
6%₹211 Cr720,493
↑ 143,115
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK
5%₹169 Cr1,850,000
↑ 370,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 16 | BHARTIARTL
4%₹139 Cr1,520,601
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 17 | 500312
4%₹133 Cr7,145,300
Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL
4%₹119 Cr1,800,000
↓ -41,962
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK
3%₹106 Cr720,000
NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC
3%₹91 Cr6,300,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO
2%₹75 Cr305,301
↑ 40,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Aug 23 | GRASIM
2%₹72 Cr382,000
↑ 90,000

6. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Midcap 30 Fund  is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.8% since its launch.  Ranked 27 in Mid Cap category.  Return for 2022 was 10.7% , 2021 was 55.8% and 2020 was 9.3% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (06 Dec 23) ₹68.7167 ↑ 0.02   (0.03 %)
Net Assets (Cr) ₹6,060 on 31 Oct 23
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.45
Sharpe Ratio 0.92
Information Ratio 0.39
Alpha Ratio -0.23
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 18₹10,000
30 Nov 19₹11,255
30 Nov 20₹11,916
30 Nov 21₹18,584
30 Nov 22₹22,126
30 Nov 23₹28,775

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Dec 23

DurationReturns
1 Month 7.4%
3 Month 6.9%
6 Month 21.9%
1 Year 29.7%
3 Year 34.3%
5 Year 24.3%
10 Year
15 Year
Since launch 21.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 10.7%
2021 55.8%
2020 9.3%
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
2014
2013
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Niket Shah1 Jul 203.34 Yr.
Ankush Sood11 Nov 220.97 Yr.
Rakesh Shetty22 Nov 220.94 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 31 Oct 23

Equity Sector Allocation
SectorValue
Technology26.36%
Financial Services18.02%
Consumer Cyclical15.41%
Basic Materials13.15%
Industrials12.83%
Real Estate6.74%
Health Care3.24%
Communication Services1.37%
Asset Allocation
Asset ClassValue
Cash2.6%
Equity97.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
10%₹616 Cr1,000,000
↑ 250,000
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | 543940
9%₹548 Cr25,000,000
↑ 1,000,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
8%₹499 Cr47,500,000
↓ -5,000,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 18 | CHOLAFIN
8%₹489 Cr4,300,000
↓ -125,000
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
7%₹397 Cr796,000
↑ 96,000
KPIT Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | KPITTECH
6%₹365 Cr3,000,000
↓ -500,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Sep 22 | DEEPAKNTR
6%₹363 Cr1,825,000
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | BALKRISIND
6%₹358 Cr1,400,000
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jul 23 | PRESTIGE
5%₹318 Cr4,150,000
↓ -850,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Mar 21 | 500093
4%₹254 Cr6,499,975
↑ 250,000

7. SBI Contra Fund

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

SBI Contra Fund is a Equity - Contra fund was launched on 6 May 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17% since its launch.  Ranked 48 in Contra category.  Return for 2022 was 12.8% , 2021 was 49.9% and 2020 was 30.6% .

Below is the key information for SBI Contra Fund

SBI Contra Fund
Growth
Launch Date 6 May 05
NAV (05 Dec 23) ₹302.013 ↑ 2.02   (0.67 %)
Net Assets (Cr) ₹16,667 on 31 Oct 23
Category Equity - Contra
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.92
Sharpe Ratio 1.22
Information Ratio 2.28
Alpha Ratio 9.56
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 18₹10,000
30 Nov 19₹10,147
30 Nov 20₹11,728
30 Nov 21₹19,107
30 Nov 22₹22,658
30 Nov 23₹28,528

SBI Contra Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for SBI Contra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Dec 23

DurationReturns
1 Month 9.6%
3 Month 8.7%
6 Month 22.9%
1 Year 28.5%
3 Year 33.3%
5 Year 24.3%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2022 12.8%
2021 49.9%
2020 30.6%
2019 -1%
2018 -14.3%
2017 40.2%
2016 2.4%
2015 -0.1%
2014 47.7%
2013 -1.7%
Fund Manager information for SBI Contra Fund
NameSinceTenure
Dinesh Balachandran7 May 185.49 Yr.
Mohit Jain5 May 185.5 Yr.

Data below for SBI Contra Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services17.57%
Basic Materials12.19%
Industrials9.73%
Utility7.55%
Consumer Cyclical7.2%
Health Care7.18%
Technology6.57%
Energy5.95%
Consumer Defensive3.29%
Communication Services1.37%
Real Estate0.7%
Asset Allocation
Asset ClassValue
Cash20.69%
Equity79.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | ICICIBANK
3%₹483 Cr5,281,550
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 28 Feb 23 | CTSH
3%₹445 Cr828,500
GAIL (India) Ltd (Utilities)
Equity, Since 28 Feb 21 | 532155
3%₹445 Cr37,211,295
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | HDFCBANK
3%₹419 Cr2,837,072
Punjab National Bank (Financial Services)
Equity, Since 30 Sep 22 | 532461
2%₹350 Cr47,970,963
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Dec 22 | 500312
2%₹326 Cr17,487,741
State Bank of India (Financial Services)
Equity, Since 31 Dec 10 | SBIN
2%₹314 Cr5,554,269
↑ 860,000
91 DTB 09112023
Sovereign Bonds | -
2%₹300 Cr30,000,000
91 DTB 17112023
Sovereign Bonds | -
2%₹299 Cr30,000,000
91 DTB 07122023
Sovereign Bonds | -
2%₹298 Cr30,000,000

8. SBI Infrastructure Fund

To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies directly or indirectly involved in the infrastructure growth in the Indian economy and in debt & money market instruments.

SBI Infrastructure Fund is a Equity - Sectoral fund was launched on 6 Jul 07. It is a fund with High risk and has given a CAGR/Annualized return of 8.8% since its launch.  Ranked 18 in Sectoral category.  Return for 2022 was 9.3% , 2021 was 48.3% and 2020 was 8.2% .

Below is the key information for SBI Infrastructure Fund

SBI Infrastructure Fund
Growth
Launch Date 6 Jul 07
NAV (06 Dec 23) ₹39.6529 ↑ 0.02   (0.05 %)
Net Assets (Cr) ₹1,309 on 31 Oct 23
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.39
Sharpe Ratio 2.13
Information Ratio 1.16
Alpha Ratio 12.84
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 18₹10,000
30 Nov 19₹11,478
30 Nov 20₹11,501
30 Nov 21₹17,725
30 Nov 22₹20,239
30 Nov 23₹27,822

SBI Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for SBI Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Dec 23

DurationReturns
1 Month 10.1%
3 Month 15.2%
6 Month 30.8%
1 Year 40.7%
3 Year 33.7%
5 Year 24.3%
10 Year
15 Year
Since launch 8.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 9.3%
2021 48.3%
2020 8.2%
2019 10.2%
2018 -18.1%
2017 41.7%
2016 9.3%
2015 2.7%
2014 48.1%
2013 -11.9%
Fund Manager information for SBI Infrastructure Fund
NameSinceTenure
Mohit Jain1 Jan 221.83 Yr.
Bhavin Vithlani1 Jan 221.83 Yr.

Data below for SBI Infrastructure Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Industrials27.04%
Basic Materials20.97%
Consumer Cyclical10.76%
Energy10%
Utility9.08%
Financial Services8.39%
Real Estate5.31%
Communication Services4.19%
Asset Allocation
Asset ClassValue
Cash4.25%
Equity95.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 19 | RELIANCE
8%₹103 Cr450,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
5%₹71 Cr241,619
Torrent Power Ltd (Utilities)
Equity, Since 31 May 22 | 532779
5%₹65 Cr900,000
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Jul 22 | 500387
4%₹56 Cr22,000
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Aug 23 | SOLARINDS
4%₹55 Cr100,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 07 | BHARTIARTL
4%₹55 Cr600,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | 532215
4%₹49 Cr500,000
Esab India Ltd (Industrials)
Equity, Since 28 Feb 21 | ESABINDIA
3%₹45 Cr78,374
GE T&D India Ltd (Industrials)
Equity, Since 31 Jul 20 | 522275
3%₹44 Cr1,113,799
↓ -2,698
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 19 | ULTRACEMCO
3%₹42 Cr50,000

9. Invesco India Infrastructure Fund

The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of infrastructure companies. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Invesco India Infrastructure Fund is a Equity - Sectoral fund was launched on 21 Nov 07. It is a fund with High risk and has given a CAGR/Annualized return of 10% since its launch.  Ranked 24 in Sectoral category.  Return for 2022 was 2.3% , 2021 was 55.4% and 2020 was 16.2% .

Below is the key information for Invesco India Infrastructure Fund

Invesco India Infrastructure Fund
Growth
Launch Date 21 Nov 07
NAV (06 Dec 23) ₹46.09 ↑ 0.26   (0.57 %)
Net Assets (Cr) ₹617 on 31 Oct 23
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.49
Sharpe Ratio 1.39
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹10,835
30 Nov 20₹11,858
30 Nov 21₹19,183
30 Nov 22₹20,605
30 Nov 23₹27,488

Invesco India Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Invesco India Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Dec 23

DurationReturns
1 Month 11.1%
3 Month 12.6%
6 Month 28.2%
1 Year 37.7%
3 Year 32.9%
5 Year 23.9%
10 Year
15 Year
Since launch 10%
Historical performance (Yearly) on absolute basis
YearReturns
2022 2.3%
2021 55.4%
2020 16.2%
2019 6.1%
2018 -15.8%
2017 48.1%
2016 0.8%
2015 -2.6%
2014 83.6%
2013 -4.1%
Fund Manager information for Invesco India Infrastructure Fund
NameSinceTenure
Amit Nigam3 Sep 203.16 Yr.

Data below for Invesco India Infrastructure Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Industrials52.49%
Utility21.92%
Basic Materials9.53%
Consumer Cyclical5.23%
Technology2.4%
Energy1.7%
Health Care1.57%
Communication Services1.5%
Real Estate1.05%
Financial Services1.03%
Asset Allocation
Asset ClassValue
Cash1.59%
Equity98.41%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
9%₹53 Cr179,501
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Apr 22 | 532898
6%₹40 Cr1,961,062
GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 23 | 532155
5%₹32 Cr2,713,745
↑ 177,884
Gujarat State Petronet Ltd (Utilities)
Equity, Since 30 Nov 22 | 532702
5%₹28 Cr1,061,584
Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 21 | 500400
4%₹24 Cr1,019,084
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Nov 17 | BEL
4%₹22 Cr1,623,224
↑ 292,230
Suzlon Energy Ltd (Industrials)
Equity, Since 31 Aug 23 | SUZLON
3%₹21 Cr6,829,755
↓ -686,358
KNR Constructions Ltd (Industrials)
Equity, Since 28 Feb 21 | 532942
3%₹19 Cr704,175
↓ -12,657
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Mar 17 | CONCOR
3%₹18 Cr264,715
↑ 53,567
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 30 Jun 21 | RATNAMANI
3%₹18 Cr65,754

10. Aditya Birla Sun Life Digital India Fund

(Erstwhile Aditya Birla Sun Life New Millennium Fund)

A multi-sector open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity, focusing on investing in technology and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other technology enabled companies. The secondary objective is income generation and distribution of dividend.

Aditya Birla Sun Life Digital India Fund is a Equity - Sectoral fund was launched on 15 Jan 00. It is a fund with High risk and has given a CAGR/Annualized return of 11.9% since its launch.  Ranked 33 in Sectoral category.  Return for 2022 was -21.6% , 2021 was 70.5% and 2020 was 59% .

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

Aditya Birla Sun Life Digital India Fund
Growth
Launch Date 15 Jan 00
NAV (05 Dec 23) ₹147.77 ↓ -1.30   (-0.87 %)
Net Assets (Cr) ₹3,953 on 31 Oct 23
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.08
Sharpe Ratio 0.74
Information Ratio 1.29
Alpha Ratio 10.46
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹10,676
30 Nov 20₹15,477
30 Nov 21₹27,581
30 Nov 22₹24,511
30 Nov 23₹29,356

Aditya Birla Sun Life Digital India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Aditya Birla Sun Life Digital India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Dec 23

DurationReturns
1 Month 6.1%
3 Month 4.2%
6 Month 19.4%
1 Year 18%
3 Year 22.8%
5 Year 23.8%
10 Year
15 Year
Since launch 11.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -21.6%
2021 70.5%
2020 59%
2019 9.6%
2018 15.6%
2017 22.4%
2016 -3.5%
2015 11.2%
2014 21.1%
2013 50.2%
Fund Manager information for Aditya Birla Sun Life Digital India Fund
NameSinceTenure
Kunal Sangoi16 Jan 149.79 Yr.
Dhaval Joshi21 Nov 220.94 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Technology73.65%
Communication Services10.06%
Industrials8.64%
Consumer Cyclical3.07%
Asset Allocation
Asset ClassValue
Cash4.58%
Equity95.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
22%₹889 Cr6,496,753
↑ 243,352
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
11%₹428 Cr1,269,476
↑ 38,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH
8%₹328 Cr2,568,727
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
7%₹263 Cr2,874,697
LTIMindtree Ltd (Technology)
Equity, Since 31 Mar 21 | LTIM
5%₹216 Cr426,806
↓ -25,000
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
5%₹183 Cr1,152,664
↑ 75,000
Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE
3%₹122 Cr245,235
↓ -20,659
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
3%₹116 Cr1,024,930
Rategain Travel Technologies Ltd (Technology)
Equity, Since 31 Dec 21 | 543417
2%₹92 Cr1,476,404
↓ -61,405
Sonata Software Ltd (Technology)
Equity, Since 30 Nov 19 | SONATSOFTW
2%₹88 Cr766,596
↑ 31,451

11. L&T Emerging Businesses Fund

To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities.

L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a CAGR/Annualized return of 22.2% since its launch.  Ranked 2 in Small Cap category.  Return for 2022 was 1% , 2021 was 77.4% and 2020 was 15.5% .

Below is the key information for L&T Emerging Businesses Fund

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (06 Dec 23) ₹67.9148 ↓ -0.32   (-0.47 %)
Net Assets (Cr) ₹11,552 on 31 Oct 23
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.84
Sharpe Ratio 1.86
Information Ratio 0.94
Alpha Ratio 6.15
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 18₹10,000
30 Nov 19₹9,347
30 Nov 20₹10,183
30 Nov 21₹17,984
30 Nov 22₹19,650
30 Nov 23₹27,449

L&T Emerging Businesses Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for L&T Emerging Businesses Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Dec 23

DurationReturns
1 Month 8.9%
3 Month 8.3%
6 Month 29%
1 Year 39.3%
3 Year 39%
5 Year 23.2%
10 Year
15 Year
Since launch 22.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022 1%
2021 77.4%
2020 15.5%
2019 -8.1%
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
2013
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 193.88 Yr.
Cheenu Gupta1 Oct 230.08 Yr.
Sonal Gupta1 Oct 230.08 Yr.

Data below for L&T Emerging Businesses Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Industrials36.17%
Consumer Cyclical15.41%
Basic Materials14.64%
Technology9.73%
Financial Services8.2%
Real Estate5.55%
Health Care4.65%
Consumer Defensive3.32%
Energy0.81%
Asset Allocation
Asset ClassValue
Cash1.52%
Equity98.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL
3%₹401 Cr4,981,639
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
3%₹370 Cr713,601
↓ -29,953
Sonata Software Ltd (Technology)
Equity, Since 31 Jul 18 | SONATSOFTW
2%₹282 Cr2,448,245
KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | KPITTECH
2%₹266 Cr2,188,200
Cera Sanitaryware Ltd (Industrials)
Equity, Since 31 Mar 19 | CERA
2%₹258 Cr304,220
Birlasoft Ltd (Technology)
Equity, Since 31 Aug 20 | BSOFT
2%₹252 Cr4,596,200
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 17 | RATNAMANI
2%₹241 Cr870,422
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI
2%₹237 Cr985,358
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 532929
2%₹233 Cr3,791,618
EIH Ltd (Consumer Cyclical)
Equity, Since 31 May 17 | 500840
2%₹225 Cr10,023,622

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?

  1. Open Free Investment Account for Lifetime at Fincash.com

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

Begin your investment journey with SIP today!

FAQs

1. What are mutual funds?

A: Mutual funds are a part of the Systematic Investment Plan or SIPs that usually produce excellent returns later. When you invest in Mutual Funds, you diversify your investment portfolio. A mutual fund can be considered an investment tool developed by an Asset Management Company by pooling in multiple investors and companies' investments.

2. What are the different types of mutual funds?

A: Mutual funds can be broadly classified into the following types:

3. What are growth equity funds?

A: The growth Equity Funds are the most common mutual funds. However, this portfolio will consist of volatile investments. Nevertheless, investors often prefer the growth equity funds as these have higher returns and can be invested for a shorter period.

4. Why should you invest in a debt fund?

A: These investments are ideal for individuals who are looking for fixed returns on investment. The fixed income can be earned from debentures, debt securities, commercial papers, and government securities. Mutual funds would create a portfolio of various types of investments and dissipate the risk.

5. Why should you invest in SIPs?

A: SIPs can provide the investor with assured income. If you are interested in earning passive income and want to ensure that your investment produces regular income, then you can consider investing in SIPs. .

6. Why invest in a tax saving mutual fund?

A: If you are looking to grow your Capital and at the same time want to enjoy tax exemptions, then you could invest in a tax saving mutual fund. Under Section 80C of the income tax Act of 1861, if you invest in equity-linked tax saving mutual funds, you can enjoy tax exemptions on your investment.

7. Do I need a broker to invest in mutual funds?

A: You will need the support of a broker or a financial institute to help you with the investment. You will need the support to identify the suitable SIPs and ensure that the investments have been made correctly.

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.
How helpful was this page ?
Rated 3.8, based on 12 reviews.
POST A COMMENT

1 - 2 of 2