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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 October 17, 2020 , 142202 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 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 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 (%)
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹47.6283
↓ -0.14
₹2,252 500 9.93348.125.818.634.2
DSP BlackRock World Gold Fund Growth ₹21.0257
↑ 0.02
₹860 500 2.428.757.618.41735.1
Aditya Birla Sun Life Digital India Fund Growth ₹74.83
↑ 0.01
₹611 1,000 26.962.437.425.3169.6
Nippon India US Equity Opportunites Fund Growth ₹19.645
↑ 0.06
₹200 100 321.220.417.715.831.8
ICICI Prudential US Bluechip Equity Fund Growth ₹34.76
↑ 0.16
₹822 100 2.713.618.417.214.834.3
ICICI Prudential Technology Fund Growth ₹84.13
↓ -0.31
₹692 100 3380.743.52614.82.3
Franklin India Technology Fund Growth ₹228.09
↑ 0.24
₹357 500 19.755.443.22314.612.4
Parag Parikh Long Term Equity Fund Growth ₹31.8698
↓ -0.08
₹4,798 1,000 11.835.822.712.613.914.4
Mirae Asset Emerging Bluechip Fund Growth ₹59.687
↑ 0.65
₹11,466 1,000 1027.810.56.413.514.7
DSP BlackRock US Flexible Equity Fund Growth ₹31.7107
↑ 0.37
₹250 500 6.825.722.214.413.427.5
SBI Technology Opportunities Fund Growth ₹86.0349
↓ -0.18
₹273 500 2049.130.523.11312.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Oct 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 calendar year returns.

1. 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 19.7% 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 (16 Oct 20) ₹47.6283 ↓ -0.14   (-0.30 %)
Net Assets (Cr) ₹2,252 on 30 Sep 20
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.56
Sharpe Ratio 1.61
Information Ratio 0.1
Alpha Ratio 3.64
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
30 Sep 15₹10,000
30 Sep 16₹10,530
30 Sep 17₹12,077
30 Sep 18₹16,537
30 Sep 19₹16,178
30 Sep 20₹23,415

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 ₹481,656.
Net Profit of ₹181,656
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 16 Oct 20

DurationReturns
1 Month 6%
3 Month 9.9%
6 Month 33%
1 Year 48.1%
3 Year 25.8%
5 Year 18.6%
10 Year
15 Year
Since launch 19.7%
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
Mayank Bukrediwala24 Aug 200.1 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Technology27.56%
Health Care16.4%
Financial Services14.27%
Consumer Cyclical13.14%
Communication Services7.96%
Industrials5.83%
Real Estate5.79%
Consumer Defensive2.2%
Basic Materials1.21%
Asset Allocation
Asset ClassValue
Cash1.75%
Equity94.72%
Other3.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹2,253 Cr4,631,642
↑ 111,337
Call, Cash & Other Assets
CBLO | -
0%-₹1 Cr

2. DSP BlackRock World Gold Fund

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

DSP BlackRock World Gold Fund is a Equity - Global fund was launched on 14 Sep 07. It is a fund with High risk and has given a CAGR/Annualized return of 5.8% since its launch.  Ranked 11 in Global category.  Return for 2019 was 35.1% , 2018 was -10.7% and 2017 was -4% .

Below is the key information for DSP BlackRock World Gold Fund

DSP BlackRock World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (16 Oct 20) ₹21.0257 ↑ 0.02   (0.08 %)
Net Assets (Cr) ₹860 on 30 Sep 20
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.32
Sharpe Ratio 0.94
Information Ratio -1.09
Alpha Ratio -6.56
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 Sep 15₹10,000
30 Sep 16₹18,559
30 Sep 17₹15,414
30 Sep 18₹12,951
30 Sep 19₹17,118
30 Sep 20₹25,362

DSP BlackRock World Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for DSP BlackRock World Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20

DurationReturns
1 Month -7.1%
3 Month 2.4%
6 Month 28.7%
1 Year 57.6%
3 Year 18.4%
5 Year 17%
10 Year
15 Year
Since launch 5.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 35.1%
2018 -10.7%
2017 -4%
2016 52.7%
2015 -18.5%
2014 -3%
2013 -41.5%
2012 -5.8%
2011 -2.6%
2010 29%
Fund Manager information for DSP BlackRock World Gold Fund
NameSinceTenure
Jay Kothari1 Mar 137.59 Yr.

Data below for DSP BlackRock World Gold Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Basic Materials91.07%
Asset Allocation
Asset ClassValue
Cash5.3%
Equity92.22%
Debt0.04%
Other2.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -
97%₹835 Cr2,224,850
↑ 242,297
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
5%₹41 Cr
Net Receivables/Payables
Net Current Assets | -
2%-₹16 Cr

3. 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 10.2% since its launch.  Ranked 33 in Sectoral category.  Return for 2019 was 9.6% , 2018 was 15.6% and 2017 was 22.4% .

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 (19 Oct 20) ₹74.83 ↑ 0.01   (0.01 %)
Net Assets (Cr) ₹611 on 30 Sep 20
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.75
Sharpe Ratio 0.86
Information Ratio 0.58
Alpha Ratio 6.16
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 Sep 15₹10,000
30 Sep 16₹9,468
30 Sep 17₹10,191
30 Sep 18₹14,730
30 Sep 19₹15,096
30 Sep 20₹19,839

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 ₹447,579.
Net Profit of ₹147,579
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 16 Oct 20

DurationReturns
1 Month 5.1%
3 Month 26.9%
6 Month 62.4%
1 Year 37.4%
3 Year 25.3%
5 Year 16%
10 Year
15 Year
Since launch 10.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 9.6%
2018 15.6%
2017 22.4%
2016 -3.5%
2015 11.2%
2014 21.1%
2013 50.2%
2012 3.7%
2011 -21.8%
2010 16.6%
Fund Manager information for Aditya Birla Sun Life Digital India Fund
NameSinceTenure
Kunal Sangoi15 Jan 146.71 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Technology74.05%
Communication Services13.47%
Industrials9.62%
Asset Allocation
Asset ClassValue
Cash2.85%
Equity97.14%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
24%₹148 Cr1,470,909
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
8%₹50 Cr634,366
↓ -69,252
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
6%₹38 Cr907,923
↓ -223,163
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
6%₹36 Cr143,183
↑ 49,480
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH
5%₹31 Cr387,067
↓ -137,199
Majesco Ltd (Technology)
Equity, Since 31 Jan 18 | 539289
5%₹30 Cr364,392
↓ -93,059
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
5%₹30 Cr769,609
Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Jun 18 | 517174
4%₹27 Cr8,159
Apple Inc (Technology)
Equity, Since 30 Nov 18 | AAPL
3%₹21 Cr25,144
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹20 Cr147,331
↓ -7,790

4. Nippon India US Equity Opportunites Fund

The primary investment objective of Reliance US Equity Opportunities Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on recognized stock exchanges in the US and the secondary objective is to generate consistent returns by investing in debt and money market securities in India. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved.

Nippon India US Equity Opportunites Fund is a Equity - Global fund was launched on 23 Jul 15. It is a fund with High risk and has given a CAGR/Annualized return of 13.8% since its launch.  Return for 2019 was 31.8% , 2018 was 7.7% and 2017 was 16.9% .

Below is the key information for Nippon India US Equity Opportunites Fund

Nippon India US Equity Opportunites Fund
Growth
Launch Date 23 Jul 15
NAV (16 Oct 20) ₹19.645 ↑ 0.06   (0.29 %)
Net Assets (Cr) ₹200 on 30 Sep 20
Category Equity - Global
AMC Nippon Life Asset Management Ltd.
Rating Not Rated
Risk High
Expense Ratio 2.62
Sharpe Ratio 0.78
Information Ratio 0.03
Alpha Ratio 0.52
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 Sep 15₹10,000
30 Sep 16₹11,381
30 Sep 17₹13,123
30 Sep 18₹16,704
30 Sep 19₹17,252
30 Sep 20₹21,060

Nippon India US Equity Opportunites 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 Nippon India US Equity Opportunites Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20

DurationReturns
1 Month 0.4%
3 Month 3%
6 Month 21.2%
1 Year 20.4%
3 Year 17.7%
5 Year 15.8%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 31.8%
2018 7.7%
2017 16.9%
2016 8.2%
2015
2014
2013
2012
2011
2010
Fund Manager information for Nippon India US Equity Opportunites Fund
NameSinceTenure
Anju Chhajer23 Jul 155.2 Yr.
Kinjal Desai25 May 182.36 Yr.

Data below for Nippon India US Equity Opportunites Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Consumer Cyclical22.65%
Health Care20.88%
Communication Services19.41%
Financial Services14.68%
Technology14.58%
Energy4.83%
Asset Allocation
Asset ClassValue
Cash2.97%
Equity97.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Mastercard Inc A (Financial Services)
Equity, Since 31 Jul 15 | MA
9%₹18 Cr7,121
↑ 2,990
Microsoft Corp (Technology)
Equity, Since 30 Nov 18 | MSFT
9%₹18 Cr11,424
↑ 4,292
Facebook Inc A (Communication Services)
Equity, Since 31 Oct 16 | FB
8%₹16 Cr8,209
↑ 2,645
Lowe's Companies Inc (Consumer Cyclical)
Equity, Since 30 Sep 16 | LOW
7%₹15 Cr12,034
↑ 2,516
IQVIA Holdings Inc (Healthcare)
Equity, Since 28 Feb 17 | IQV
7%₹14 Cr12,294
↑ 4,256
Alphabet Inc A (Communication Services)
Equity, Since 31 Jul 15 | GOOGL
6%₹12 Cr1,121
↑ 437
Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Mar 19 | AMZN
6%₹12 Cr513
↑ 49
Visa Inc Class A (Financial Services)
Equity, Since 31 Jan 17 | V
6%₹12 Cr7,881
↑ 2,295
Booking Holdings Inc (Consumer Cyclical)
Equity, Since 31 Jul 15 | BKNG
6%₹12 Cr913
↑ 294
AmerisourceBergen Corp (Healthcare)
Equity, Since 31 May 16 | ABC
5%₹10 Cr13,958
↑ 2,220

5. 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 16.2% 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 (16 Oct 20) ₹34.76 ↑ 0.16   (0.46 %)
Net Assets (Cr) ₹822 on 30 Sep 20
Category Equity - Global
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.51
Sharpe Ratio 0.74
Information Ratio -0.22
Alpha Ratio -0.01
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 Sep 15₹10,000
30 Sep 16₹11,217
30 Sep 17₹12,880
30 Sep 18₹16,372
30 Sep 19₹17,090
30 Sep 20₹19,953

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 ₹436,710.
Net Profit of ₹136,710
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 16 Oct 20

DurationReturns
1 Month 0.7%
3 Month 2.7%
6 Month 13.6%
1 Year 18.4%
3 Year 17.2%
5 Year 14.8%
10 Year
15 Year
Since launch 16.2%
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 137.04 Yr.
Priyanka Khandelwal30 Jun 173.25 Yr.

Data below for ICICI Prudential US Bluechip Equity Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Technology19.11%
Health Care17.75%
Consumer Defensive15.28%
Industrials12.71%
Financial Services11.6%
Consumer Cyclical9.57%
Communication Services6.59%
Basic Materials2.71%
Energy0.98%
Asset Allocation
Asset ClassValue
Cash3.69%
Equity96.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Salesforce.com Inc (Technology)
Equity, Since 31 Dec 18 | CRM
3%₹25 Cr12,340
Aspen Technology Inc (Technology)
Equity, Since 30 Jun 20 | AZPN
3%₹24 Cr25,632
Biogen Inc (Healthcare)
Equity, Since 31 Dec 15 | BIIB
3%₹23 Cr11,038
↑ 1,503
American Express Co (Financial Services)
Equity, Since 31 Mar 20 | AXP
3%₹23 Cr30,776
↑ 2,829
Constellation Brands Inc A (Consumer Defensive)
Equity, Since 31 Mar 20 | STZ
3%₹23 Cr16,697
↑ 1,884
Comcast Corp Class A (Communication Services)
Equity, Since 31 May 20 | CMCSA
3%₹23 Cr68,332
↑ 6,365
Coca-Cola Co (Consumer Defensive)
Equity, Since 30 Jun 20 | KO
3%₹22 Cr61,445
↑ 6,502
Altria Group Inc (Consumer Defensive)
Equity, Since 30 Sep 19 | MO
3%₹22 Cr68,838
↑ 5,178
Kellogg Co (Consumer Defensive)
Equity, Since 31 Dec 18 | K
3%₹22 Cr42,435
↑ 3,644
Gilead Sciences Inc (Healthcare)
Equity, Since 31 May 16 | GILD
3%₹22 Cr45,067
↑ 8,889

6. ICICI Prudential Technology Fund

To generate long-term capital appreciation for you from a portfolio made up predominantly of equity and equity-related securities of technology intensive companies.

ICICI Prudential Technology Fund is a Equity - Sectoral fund was launched on 3 Mar 00. It is a fund with High risk and has given a CAGR/Annualized return of 10.9% since its launch.  Ranked 37 in Sectoral category.  Return for 2019 was 2.3% , 2018 was 19.1% and 2017 was 19.8% .

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (19 Oct 20) ₹84.13 ↓ -0.31   (-0.37 %)
Net Assets (Cr) ₹692 on 30 Sep 20
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 0.91
Information Ratio -0.35
Alpha Ratio 4.24
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 Sep 15₹10,000
30 Sep 16₹8,933
30 Sep 17₹9,486
30 Sep 18₹14,364
30 Sep 19₹13,890
30 Sep 20₹18,896

ICICI Prudential Technology 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 ICICI Prudential Technology Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20

DurationReturns
1 Month 3.8%
3 Month 33%
6 Month 80.7%
1 Year 43.5%
3 Year 26%
5 Year 14.8%
10 Year
15 Year
Since launch 10.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 2.3%
2018 19.1%
2017 19.8%
2016 -4%
2015 3.9%
2014 26.3%
2013 62.6%
2012 17.1%
2011 -18.9%
2010 44.5%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Sankaran Naren14 Jul 173.22 Yr.
Priyanka Khandelwal8 Jul 200.23 Yr.
Vaibhav Dusad2 May 200.41 Yr.

Data below for ICICI Prudential Technology Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Technology69.59%
Communication Services18.45%
Industrials4.9%
Consumer Defensive0.85%
Asset Allocation
Asset ClassValue
Cash6.21%
Equity93.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
27%₹149 Cr1,609,724
↓ -200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
10%₹53 Cr1,036,840
↑ 515,576
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
7%₹36 Cr158,185
↑ 85,000
IndiaMART InterMESH Ltd (Communication Services)
Equity, Since 30 Jun 20 | 542726
6%₹32 Cr86,256
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
5%₹26 Cr356,099
↑ 183,973
Hexaware Technologies Ltd (Technology)
Equity, Since 31 May 20 | 532129
5%₹25 Cr623,965
↓ -50,000
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 507685
4%₹22 Cr806,936
↑ 130,000
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Jul 16 | 540005
4%₹22 Cr88,788
↓ -7,630
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Aug 20 | NAUKRI
3%₹16 Cr48,545
↑ 48,545
TeamLease Services Ltd (Industrials)
Equity, Since 31 May 20 | TEAMLEASE
3%₹15 Cr64,340

7. Franklin India Technology Fund

To provide long-term capital appreciation by predominantly investing in equity and equity related securities of technology and technology related companies.

Franklin India Technology Fund is a Equity - Sectoral fund was launched on 22 Aug 98. It is a fund with High risk and has given a CAGR/Annualized return of 18.8% since its launch.  Ranked 41 in Sectoral category.  Return for 2019 was 12.4% , 2018 was 11.9% and 2017 was 19.1% .

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (16 Oct 20) ₹228.09 ↑ 0.24   (0.11 %)
Net Assets (Cr) ₹357 on 30 Sep 20
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.46
Sharpe Ratio 1.04
Information Ratio 0.28
Alpha Ratio 10.2
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 Sep 15₹10,000
30 Sep 16₹9,252
30 Sep 17₹10,046
30 Sep 18₹13,709
30 Sep 19₹13,334
30 Sep 20₹18,092

Franklin India Technology 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 Technology Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20

DurationReturns
1 Month 6.4%
3 Month 19.7%
6 Month 55.4%
1 Year 43.2%
3 Year 23%
5 Year 14.6%
10 Year
15 Year
Since launch 18.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 12.4%
2018 11.9%
2017 19.1%
2016 -2.6%
2015 3.8%
2014 16.8%
2013 53.3%
2012 0.3%
2011 -15.5%
2010 32.6%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure
Anand Radhakrishnan3 Mar 0713.59 Yr.
Varun Sharma30 Nov 154.84 Yr.
Pyari Menon26 Sep 191.01 Yr.

Data below for Franklin India Technology Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Technology70.62%
Communication Services16.07%
Consumer Cyclical2.89%
Industrials2.33%
Financial Services0.76%
Real Estate0.35%
Health Care0.13%
Asset Allocation
Asset ClassValue
Cash6.6%
Equity93.23%
Other0.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
27%₹95 Cr945,647
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
9%₹32 Cr130,000
Franklin Technology I Acc USD
Investment Fund | -
9%₹32 Cr91,868
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
9%₹31 Cr380,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
6%₹21 Cr500,000
↑ 140,000
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI
5%₹17 Cr46,300
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
4%₹16 Cr200,000
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 30 Nov 18 | 2330
3%₹10 Cr88,000
Cyient Ltd (Industrials)
Equity, Since 31 Dec 06 | CYIENT
2%₹8 Cr215,000
Cognizant Technology Solutions Corp A (Technology)
Equity, Since 30 Apr 16 | CTSH
2%₹8 Cr15,960

8. Parag Parikh Long Term Equity Fund

(Erstwhile Parag Parikh Long Term Value Fund)

The investment objective of the scheme is to seek to generate long-term capital growth from an actively managed portfolio primarily of equity and equity related securities.

Parag Parikh Long Term Equity Fund is a Equity - Multi Cap fund was launched on 24 May 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.9% since its launch.  Ranked 34 in Multi Cap category.  Return for 2019 was 14.4% , 2018 was -0.4% and 2017 was 29.4% .

Below is the key information for Parag Parikh Long Term Equity Fund

Parag Parikh Long Term Equity Fund
Growth
Launch Date 24 May 13
NAV (19 Oct 20) ₹31.8698 ↓ -0.08   (-0.24 %)
Net Assets (Cr) ₹4,798 on 30 Sep 20
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio 0.73
Information Ratio 1.02
Alpha Ratio 19.61
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹11,466
30 Sep 17₹13,785
30 Sep 18₹15,292
30 Sep 19₹15,923
30 Sep 20₹19,739

Parag Parikh 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 ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Parag Parikh 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 16 Oct 20

DurationReturns
1 Month 1.8%
3 Month 11.8%
6 Month 35.8%
1 Year 22.7%
3 Year 12.6%
5 Year 13.9%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 14.4%
2018 -0.4%
2017 29.4%
2016 3.3%
2015 8.9%
2014 44.8%
2013
2012
2011
2010
Fund Manager information for Parag Parikh Long Term Equity Fund
NameSinceTenure
Raj Mehta27 Jan 164.68 Yr.
Rajeev Thakkar24 May 137.36 Yr.
Raunak Onkar24 May 137.36 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Financial Services22.56%
Technology21.26%
Consumer Cyclical20.74%
Communication Services11.87%
Consumer Defensive9.61%
Health Care7.32%
Asset Allocation
Asset ClassValue
Cash6.63%
Equity93.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 14 | PERSISTENT
8%₹397 Cr2,958,527
Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN
7%₹356 Cr15,323
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
7%₹337 Cr19,644,240
↑ 800,005
Alphabet Inc Class C (Communication Services)
Equity, Since 31 Oct 15 | GOOG
7%₹330 Cr30,398
↑ 4,025
Mphasis Ltd (Technology)
Equity, Since 30 Jun 13 | 526299
6%₹271 Cr1,955,578
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO
5%₹252 Cr802,207
Facebook Inc A (Communication Services)
Equity, Since 31 Jul 17 | FB
5%₹240 Cr124,349
Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSFT
5%₹224 Cr146,780
↑ 58,700
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 500490
4%₹215 Cr889,164
Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Jul 20 | 540750
4%₹186 Cr8,955,802
↑ 1,557,560

9. 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 19% 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 (19 Oct 20) ₹59.687 ↑ 0.65   (1.09 %)
Net Assets (Cr) ₹11,466 on 30 Sep 20
Category Equity - Large & Mid Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.61
Sharpe Ratio 0.27
Information Ratio 1
Alpha Ratio 3.36
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 Sep 15₹10,000
30 Sep 16₹12,319
30 Sep 17₹15,441
30 Sep 18₹15,711
30 Sep 19₹17,489
30 Sep 20₹18,985

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 ₹426,080.
Net Profit of ₹126,080
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 16 Oct 20

DurationReturns
1 Month 0.7%
3 Month 10%
6 Month 27.8%
1 Year 10.5%
3 Year 6.4%
5 Year 13.5%
10 Year
15 Year
Since launch 19%
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 1010.24 Yr.
Ankit Jain31 Jan 191.67 Yr.

Data below for Mirae Asset Emerging Bluechip Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Financial Services30.12%
Technology10.61%
Consumer Defensive9.78%
Consumer Cyclical9.54%
Industrials9.43%
Health Care8.4%
Basic Materials7.28%
Energy6.04%
Utility3.47%
Communication Services3.27%
Asset Allocation
Asset ClassValue
Cash0.65%
Equity99.35%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK
7%₹802 Cr7,185,544
↑ 730,000
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK
6%₹627 Cr15,887,341
↑ 1,340,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
4%₹475 Cr5,112,720
↑ 160,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
4%₹471 Cr9,487,588
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
4%₹429 Cr2,064,196
↓ -420,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
3%₹381 Cr7,434,000
↑ 4,300,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 19 | TCS
3%₹329 Cr1,458,005
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 18 | 500271
3%₹313 Cr5,311,393
State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN
3%₹310 Cr14,610,277
Voltas Ltd (Industrials)
Equity, Since 31 Dec 14 | VOLTAS
3%₹294 Cr4,634,286

10. DSP BlackRock US Flexible Equity Fund

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

DSP BlackRock US Flexible Equity Fund is a Equity - Global fund was launched on 3 Aug 12. It is a fund with High risk and has given a CAGR/Annualized return of 15.1% since its launch.  Ranked 3 in Global category.  Return for 2019 was 27.5% , 2018 was -1.1% and 2017 was 15.5% .

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

DSP BlackRock US Flexible Equity Fund
Growth
Launch Date 3 Aug 12
NAV (16 Oct 20) ₹31.7107 ↑ 0.37   (1.18 %)
Net Assets (Cr) ₹250 on 30 Sep 20
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.63
Sharpe Ratio 0.73
Information Ratio -0.81
Alpha Ratio -0.79
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 Sep 15₹10,000
30 Sep 16₹10,884
30 Sep 17₹13,044
30 Sep 18₹16,598
30 Sep 19₹15,819
30 Sep 20₹18,948

DSP BlackRock US Flexible Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for DSP BlackRock US Flexible Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20

DurationReturns
1 Month 2%
3 Month 6.8%
6 Month 25.7%
1 Year 22.2%
3 Year 14.4%
5 Year 13.4%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
2019 27.5%
2018 -1.1%
2017 15.5%
2016 9.8%
2015 2.5%
2014 13.1%
2013 46.7%
2012
2011
2010
Fund Manager information for DSP BlackRock US Flexible Equity Fund
NameSinceTenure
Kedar Karnik17 Jul 164.21 Yr.
Laukik Bagwe3 Aug 128.16 Yr.
Jay Kothari1 Mar 137.59 Yr.

Data below for DSP BlackRock US Flexible Equity Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Technology23.75%
Financial Services11.83%
Health Care11.69%
Communication Services11.6%
Consumer Cyclical10.96%
Consumer Defensive8.56%
Industrials8.13%
Basic Materials2.64%
Energy2.54%
Utility1.11%
Real Estate0.69%
Asset Allocation
Asset ClassValue
Cash6.48%
Equity93.5%
Debt0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF US Flexible Equity I2 USD
Investment Fund | -
95%₹238 Cr1,186,829
↑ 271,335
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
5%₹12 Cr
Net Receivables/Payables
Net Current Assets | -
0%₹0 Cr

11. SBI Technology Opportunities Fund

(Erstwhile SBI IT Fund)

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

SBI Technology Opportunities Fund is a Equity - Sectoral fund was launched on 9 Jan 13. It is a fund with High risk and has given a CAGR/Annualized return of 18.5% since its launch.  Ranked 42 in Sectoral category.  Return for 2019 was 12.2% , 2018 was 17.1% and 2017 was 13% .

Below is the key information for SBI Technology Opportunities Fund

SBI Technology Opportunities Fund
Growth
Launch Date 9 Jan 13
NAV (19 Oct 20) ₹86.0349 ↓ -0.18   (-0.21 %)
Net Assets (Cr) ₹273 on 30 Sep 20
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 3.02
Sharpe Ratio 0.73
Information Ratio 0.37
Alpha Ratio 1.21
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-15 Days (0.5%),15 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 15₹10,000
30 Sep 16₹9,527
30 Sep 17₹9,563
30 Sep 18₹13,714
30 Sep 19₹14,174
30 Sep 20₹17,462

SBI Technology 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 ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for SBI Technology 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 16 Oct 20

DurationReturns
1 Month 5.6%
3 Month 20%
6 Month 49.1%
1 Year 30.5%
3 Year 23.1%
5 Year 13%
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
2019 12.2%
2018 17.1%
2017 13%
2016 -3.3%
2015 2.4%
2014 29.2%
2013
2012
2011
2010
Fund Manager information for SBI Technology Opportunities Fund
NameSinceTenure
Anup Upadhyay1 Jun 119.34 Yr.

Data below for SBI Technology Opportunities Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Technology74.56%
Communication Services14.95%
Consumer Defensive2.68%
Financial Services1.46%
Industrials1.2%
Asset Allocation
Asset ClassValue
Cash5.15%
Equity94.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
21%₹59 Cr581,800
↑ 35,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
18%₹48 Cr193,764
Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 15 | 532755
10%₹27 Cr336,135
↑ 41,700
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH
9%₹26 Cr318,174
↑ 13,200
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
7%₹20 Cr483,630
↑ 73,000
Alphabet Inc A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL
5%₹14 Cr1,255
↓ -170
Persistent Systems Ltd (Technology)
Equity, Since 31 Aug 20 | PERSISTENT
3%₹9 Cr67,500
MindTree Ltd (Technology)
Equity, Since 30 Sep 20 | 532819
3%₹8 Cr61,900
↑ 61,900
NIIT Ltd (Consumer Defensive)
Equity, Since 31 Mar 19 | 500304
3%₹7 Cr549,946
Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 Aug 20 | 532466
3%₹7 Cr23,700
↑ 9,700

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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