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Table of Contents
- Why Invest in Top 11 SIP Funds?
- How to Invest in SIP?
- Top 11 SIP Mutual Funds in India FY 21 - 22
- Parameters to Consider While Investing in Best Systematic Investment Plans
- How to Invest in SIP MF Online?
- FAQs
Top 11 Funds
- ICICI Prudential Technology Fund
- Aditya Birla Sun Life Digital India Fund
- TATA Digital India Fund
- Franklin India Feeder - Franklin U S Opportunities Fund
- SBI Small Cap Fund
- SBI Technology Opportunities Fund
- Nippon India Small Cap Fund
- Mirae Asset Emerging Bluechip Fund
- Franklin India Technology Fund
- DSP BlackRock Natural Resources and New Energy Fund
- Nippon India US Equity Opportunites Fund
11 Best Mutual Funds for SIP 2021
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.
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.
Talk to our investment specialist
Top 11 SIP Mutual Funds in India FY 21 - 22
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 Below is the key information for ICICI Prudential Technology Fund Returns up to 1 year are on (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 Below is the key information for Aditya Birla Sun Life Digital India Fund Returns up to 1 year are on The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in Information Technology Sector in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns. TATA Digital India Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a Below is the key information for TATA Digital India Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund Returns up to 1 year are on (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 Below is the key information for SBI Small Cap Fund Returns up to 1 year are on (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 Below is the key information for SBI Technology Opportunities Fund Returns up to 1 year are on The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities. Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a Below is the key information for Nippon India Small Cap Fund Returns up to 1 year are on 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 Below is the key information for Mirae Asset Emerging Bluechip Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Technology Fund Returns up to 1 year are on To seek to generate capital appreciation and provide long term growth opportunities by investing in equity and equity related securities of companies domiciled in India whose predominant economic activity is in the (a) discovery, development, production, or distribution of natural resources, viz., energy, mining etc; (b) alternative energy and energy technology sectors, with emphasis given to renewable energy, automotive and on-site power generation, energy storage and enabling energy technologies. also invest a certain portion of its corpus in the equity and equity related securities of companies domiciled overseas, which are principally engaged in the discovery, development, production or distribution of natural resources and alternative energy and/or the units shares of Merrill Lynch international Investment Funds New Energy Fund, Merrill Lynch International Investment Funds World Energy Fund and similar other overseas mutual fund schemes. DSP BlackRock Natural Resources and New Energy Fund is a Equity - Sectoral fund was launched on 25 Apr 08. It is a fund with High risk and has given a Below is the key information for DSP BlackRock Natural Resources and New Energy Fund Returns up to 1 year are on 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 Below is the key information for Nippon India US Equity Opportunites Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2020 (%) ICICI Prudential Technology Fund Growth ₹125.43
↓ -0.29 ₹2,042 100 17.2 33.4 131.1 31.2 24.7 70.6 Aditya Birla Sun Life Digital India Fund Growth ₹111.32
↓ -0.46 ₹1,238 1,000 16.7 34.1 113.4 30.4 24.4 59 TATA Digital India Fund Growth ₹29.5571
↓ -0.10 ₹1,284 500 16.5 35.2 111.3 27.9 23.5 54.8 Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹55.142
↑ 1.55 ₹3,205 500 11.7 10 31.8 23.3 23.2 45.2 SBI Small Cap Fund Growth ₹89.5526
↓ -0.16 ₹7,919 500 14.1 27.7 88.9 18.6 22 33.6 SBI Technology Opportunities Fund Growth ₹122.677
↓ -0.04 ₹665 500 16 30.4 89.1 26.2 21.6 47.3 Nippon India Small Cap Fund Growth ₹69.6766
↓ -0.61 ₹13,085 100 20.2 41.6 108.6 17.3 21.3 29.2 Mirae Asset Emerging Bluechip Fund Growth ₹86.104
↓ -0.22 ₹16,602 0 11.5 23.9 71.7 20.5 21.3 22.4 Franklin India Technology Fund Growth ₹300.076
↑ 3.43 ₹545 500 6.5 19.7 77.3 24.5 20.8 56.8 DSP BlackRock Natural Resources and New Energy Fund Growth ₹51.122
↓ -0.41 ₹589 500 23.8 40 98 15.3 20.6 11.5 Nippon India US Equity Opportunites Fund Growth ₹24.3872
↓ -0.16 ₹407 100 6.8 15.5 30.5 20.5 20.2 22.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jun 21 200 Crore in Equity Category of mutual funds ordered based on 5 year calendar year returns.
1. ICICI Prudential Technology Fund
CAGR/Annualized return of 12.6% since its launch. Ranked 37 in Sectoral category. Return for 2020 was 70.6% , 2019 was 2.3% and 2018 was 19.1% . ICICI Prudential Technology Fund
Growth Launch Date 3 Mar 00 NAV (18 Jun 21) ₹125.43 ↓ -0.29 (-0.23 %) Net Assets (Cr) ₹2,042 on 30 Apr 21 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 2.6 Sharpe Ratio 3.36 Information Ratio -0.13 Alpha Ratio 23.02 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.
Date Value 31 May 16 ₹10,000 31 May 17 ₹9,630 31 May 18 ₹13,004 31 May 19 ₹14,042 31 May 20 ₹12,384 31 May 21 ₹28,194 Returns for ICICI Prudential Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 21 Duration Returns 1 Month 11.4% 3 Month 17.2% 6 Month 33.4% 1 Year 131.1% 3 Year 31.2% 5 Year 24.7% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2020 70.6% 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% Fund Manager information for ICICI Prudential Technology Fund
Name Since Tenure Sankaran Naren 14 Jul 17 3.8 Yr. Priyanka Khandelwal 8 Jul 20 0.81 Yr. Vaibhav Dusad 2 May 20 1 Yr. Data below for ICICI Prudential Technology Fund as on 30 Apr 21
Equity Sector Allocation
Sector Value Technology 75.18% Communication Services 11.64% Industrials 7.92% Consumer Cyclical 0.83% Consumer Defensive 0.71% Asset Allocation
Asset Class Value Cash 3.71% Equity 96.29% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY22% ₹457 Cr 3,375,737
↑ 500,000 HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 30 Sep 20 | HCLTECH8% ₹162 Cr 1,805,744
↑ 490,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS7% ₹152 Cr 499,185
↑ 76,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 5327556% ₹121 Cr 1,257,674 Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT5% ₹101 Cr 493,071
↑ 78,418 Cyient Ltd (Industrials)
Equity, Since 30 Jun 18 | CYIENT4% ₹71 Cr 969,901
↑ 76,843 Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 5076853% ₹68 Cr 1,371,450 Coforge Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jul 20 | 5325413% ₹59 Cr 206,593
↑ 38,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL2% ₹48 Cr 894,821 Indian Railway Catering And Tourism Corp Ltd (Industrials)
Equity, Since 31 Dec 20 | 5428302% ₹46 Cr 255,609
↓ -6,000 2. Aditya Birla Sun Life Digital India Fund
CAGR/Annualized return of 11.9% since its launch. Ranked 33 in Sectoral category. Return for 2020 was 59% , 2019 was 9.6% and 2018 was 15.6% . Aditya Birla Sun Life Digital India Fund
Growth Launch Date 15 Jan 00 NAV (18 Jun 21) ₹111.32 ↓ -0.46 (-0.41 %) Net Assets (Cr) ₹1,238 on 30 Apr 21 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 2.6 Sharpe Ratio 3.98 Information Ratio 0.51 Alpha Ratio 25.88 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.
Date Value 31 May 16 ₹10,000 31 May 17 ₹9,589 31 May 18 ₹13,515 31 May 19 ₹14,253 31 May 20 ₹13,378 31 May 21 ₹28,417 Returns for Aditya Birla Sun Life Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 21 Duration Returns 1 Month 11% 3 Month 16.7% 6 Month 34.1% 1 Year 113.4% 3 Year 30.4% 5 Year 24.4% 10 Year 15 Year Since launch 11.9% Historical performance (Yearly) on absolute basis
Year Returns 2020 59% 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% Fund Manager information for Aditya Birla Sun Life Digital India Fund
Name Since Tenure Kunal Sangoi 15 Jan 14 7.3 Yr. Data below for Aditya Birla Sun Life Digital India Fund as on 30 Apr 21
Equity Sector Allocation
Sector Value Technology 72.31% Communication Services 15.04% Industrials 9.58% Asset Allocation
Asset Class Value Cash 3.07% Equity 96.93% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY21% ₹264 Cr 1,950,259
↑ 156,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS9% ₹112 Cr 369,487
↑ 12,500 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 5327559% ₹106 Cr 1,104,943
↑ 115,000 HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Dec 10 | HCLTECH6% ₹74 Cr 818,931
↓ -25,000 Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT5% ₹65 Cr 882,609
↑ 113,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL5% ₹57 Cr 1,066,937
↑ 18,000 Just Dial Ltd (Communication Services)
Equity, Since 30 Sep 19 | 5356484% ₹56 Cr 633,953 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT3% ₹39 Cr 191,326
↑ 10,000 Wipro Ltd (Technology)
Equity, Since 31 Jan 21 | 5076853% ₹39 Cr 789,307
↑ 475,000 Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Jun 18 | 5171743% ₹35 Cr 8,159 3. TATA Digital India Fund
CAGR/Annualized return of 21.9% since its launch. Return for 2020 was 54.8% , 2019 was 7.5% and 2018 was 24.9% . TATA Digital India Fund
Growth Launch Date 28 Dec 15 NAV (18 Jun 21) ₹29.5571 ↓ -0.10 (-0.34 %) Net Assets (Cr) ₹1,284 on 30 Apr 21 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 2.05 Sharpe Ratio 2.9 Information Ratio -0.74 Alpha Ratio 9.76 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-3 Months (0.25%),3 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 16 ₹10,000 31 May 17 ₹8,865 31 May 18 ₹13,369 31 May 19 ₹14,475 31 May 20 ₹12,832 31 May 21 ₹26,698 Returns for TATA Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 21 Duration Returns 1 Month 10.8% 3 Month 16.5% 6 Month 35.2% 1 Year 111.3% 3 Year 27.9% 5 Year 23.5% 10 Year 15 Year Since launch 21.9% Historical performance (Yearly) on absolute basis
Year Returns 2020 54.8% 2019 7.5% 2018 24.9% 2017 19.6% 2016 -6% 2015 2014 2013 2012 2011 Fund Manager information for TATA Digital India Fund
Name Since Tenure Rahul Singh 20 Apr 20 1.03 Yr. Meeta Shetty 20 Apr 20 1.03 Yr. Venkat Samala 26 Nov 20 0.43 Yr. Data below for TATA Digital India Fund as on 30 Apr 21
Equity Sector Allocation
Sector Value Technology 81.13% Communication Services 8.79% Industrials 5.43% Consumer Cyclical 1% Asset Allocation
Asset Class Value Cash 3.64% Equity 96.36% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY21% ₹275 Cr 2,030,000
↑ 45,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS14% ₹174 Cr 572,126
↑ 151,000 HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jan 16 | HCLTECH8% ₹108 Cr 1,199,000
↑ 100,000 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 5327556% ₹80 Cr 835,000
↑ 125,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT6% ₹77 Cr 375,363 Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 5076855% ₹67 Cr 1,350,000 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Aug 20 | NAUKRI4% ₹53 Cr 107,330
↑ 26,000 MindTree Ltd (Technology)
Equity, Since 31 Jul 19 | 5328193% ₹38 Cr 181,000
↓ -32,000 Cyient Ltd (Industrials)
Equity, Since 28 Feb 21 | CYIENT3% ₹38 Cr 517,000
↑ 72,000 Birlasoft Ltd (Technology)
Equity, Since 31 Jul 20 | 5324003% ₹37 Cr 1,505,000 4. Franklin India Feeder - Franklin U S Opportunities Fund
CAGR/Annualized return of 20% since its launch. Ranked 6 in Global category. Return for 2020 was 45.2% , 2019 was 34.2% and 2018 was 6.5% . Franklin India Feeder - Franklin U S Opportunities Fund
Growth Launch Date 6 Feb 12 NAV (17 Jun 21) ₹55.142 ↑ 1.55 (2.89 %) Net Assets (Cr) ₹3,205 on 30 Apr 21 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.56 Sharpe Ratio 2.19 Information Ratio -0.36 Alpha Ratio 0.36 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.
Date Value 31 May 16 ₹10,000 31 May 17 ₹11,268 31 May 18 ₹14,141 31 May 19 ₹15,108 31 May 20 ₹20,105 31 May 21 ₹25,618 Returns for Franklin India Feeder - Franklin U S Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 21 Duration Returns 1 Month 11.4% 3 Month 11.7% 6 Month 10% 1 Year 31.8% 3 Year 23.3% 5 Year 23.2% 10 Year 15 Year Since launch 20% Historical performance (Yearly) on absolute basis
Year Returns 2020 45.2% 2019 34.2% 2018 6.5% 2017 18.1% 2016 -0.8% 2015 8.8% 2014 8.4% 2013 55.2% 2012 2011 Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
Name Since Tenure Mayank Bukrediwala 24 Aug 20 0.68 Yr. Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Apr 21
Equity Sector Allocation
Sector Value Technology 27.22% Health Care 16.43% Financial Services 15.64% Consumer Cyclical 13.33% Communication Services 8.57% Industrials 4.71% Real Estate 4.4% Consumer Defensive 3.25% Basic Materials 1.35% Utility 0.44% Asset Allocation
Asset Class Value Cash 0.38% Equity 95.99% Other 3.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin US Opportunities I(acc)USD
Investment Fund | -100% ₹3,203 Cr 5,600,357
↑ 87,623 Call, Cash & Other Assets
Net Current Assets | -0% ₹2 Cr 5. SBI Small Cap Fund
CAGR/Annualized return of 20.5% since its launch. Ranked 4 in Small Cap category. Return for 2020 was 33.6% , 2019 was 6.1% and 2018 was -19.6% . SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (18 Jun 21) ₹89.5526 ↓ -0.16 (-0.17 %) Net Assets (Cr) ₹7,919 on 30 Apr 21 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.29 Sharpe Ratio 3.06 Information Ratio 0.71 Alpha Ratio -6.65 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.
Date Value 31 May 16 ₹10,000 31 May 17 ₹13,053 31 May 18 ₹17,100 31 May 19 ₹16,169 31 May 20 ₹13,536 31 May 21 ₹27,235 Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 21 Duration Returns 1 Month 4.7% 3 Month 14.1% 6 Month 27.7% 1 Year 88.9% 3 Year 18.6% 5 Year 22% 10 Year 15 Year Since launch 20.5% Historical performance (Yearly) on absolute basis
Year Returns 2020 33.6% 2019 6.1% 2018 -19.6% 2017 78.7% 2016 1.3% 2015 20.6% 2014 110.7% 2013 7.8% 2012 31.9% 2011 -24.3% Fund Manager information for SBI Small Cap Fund
Name Since Tenure R. Srinivasan 16 Nov 13 7.46 Yr. Data below for SBI Small Cap Fund as on 30 Apr 21
Equity Sector Allocation
Sector Value Industrials 36.8% Basic Materials 20.04% Consumer Cyclical 19.81% Financial Services 5.75% Consumer Defensive 5.19% Health Care 3.81% Communication Services 2.45% Asset Allocation
Asset Class Value Cash 5.44% Equity 93.85% Debt 0.21% Other 0.51% Top Securities Holdings / Portfolio
Name Holding Value Quantity Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 5220745% ₹413 Cr 19,380,992
↓ -721,818 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT5% ₹393 Cr 1,400,000 Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | 5133754% ₹290 Cr 5,300,000 Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 5402033% ₹271 Cr 1,330,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 5325043% ₹271 Cr 790,000 Rossari Biotech Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 20 | 5432133% ₹248 Cr 2,016,798
↑ 502,008 Blue Star Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO3% ₹245 Cr 2,900,000 Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 5315313% ₹227 Cr 2,846,666 Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Mar 19 | 5415573% ₹226 Cr 790,000
↑ 379,368 V-Guard Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | 5329533% ₹223 Cr 10,000,000
↓ -1,000,000 6. SBI Technology Opportunities Fund
CAGR/Annualized return of 22% since its launch. Ranked 42 in Sectoral category. Return for 2020 was 47.3% , 2019 was 12.2% and 2018 was 17.1% . SBI Technology Opportunities Fund
Growth Launch Date 9 Jan 13 NAV (18 Jun 21) ₹122.677 ↓ -0.04 (-0.03 %) Net Assets (Cr) ₹665 on 30 Apr 21 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆ Risk High Expense Ratio 2.62 Sharpe Ratio 3.37 Information Ratio 0.37 Alpha Ratio 13.62 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.
Date Value 31 May 16 ₹10,000 31 May 17 ₹9,437 31 May 18 ₹12,723 31 May 19 ₹14,003 31 May 20 ₹13,375 31 May 21 ₹24,755 Returns for SBI Technology Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 21 Duration Returns 1 Month 10.1% 3 Month 16% 6 Month 30.4% 1 Year 89.1% 3 Year 26.2% 5 Year 21.6% 10 Year 15 Year Since launch 22% Historical performance (Yearly) on absolute basis
Year Returns 2020 47.3% 2019 12.2% 2018 17.1% 2017 13% 2016 -3.3% 2015 2.4% 2014 29.2% 2013 2012 2011 Fund Manager information for SBI Technology Opportunities Fund
Name Since Tenure Anup Upadhyay 1 Jun 11 9.92 Yr. Data below for SBI Technology Opportunities Fund as on 30 Apr 21
Equity Sector Allocation
Sector Value Technology 73.75% Communication Services 14.95% Industrials 4.02% Financial Services 2.11% Asset Allocation
Asset Class Value Cash 5.18% Equity 94.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY25% ₹165 Cr 1,220,200 HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Mar 06 | HCLTECH9% ₹58 Cr 647,374
↑ 88,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS9% ₹58 Cr 191,411 Alphabet Inc A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL8% ₹54 Cr 3,055
↑ 930 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL5% ₹36 Cr 673,130 Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 15 | 5327555% ₹34 Cr 352,935 Firstsource Solutions Ltd (Technology)
Equity, Since 31 Oct 20 | 5328095% ₹33 Cr 2,955,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Aug 20 | PERSISTENT4% ₹29 Cr 144,100 Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT4% ₹27 Cr 14,690 Cyient Ltd (Industrials)
Equity, Since 30 Apr 20 | CYIENT4% ₹27 Cr 362,150 7. Nippon India Small Cap Fund
CAGR/Annualized return of 19.8% since its launch. Ranked 6 in Small Cap category. Return for 2020 was 29.2% , 2019 was -2.5% and 2018 was -16.7% . Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (18 Jun 21) ₹69.6766 ↓ -0.61 (-0.87 %) Net Assets (Cr) ₹13,085 on 30 Apr 21 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.08 Sharpe Ratio 3.45 Information Ratio 1.09 Alpha Ratio 1.17 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.
Date Value 31 May 16 ₹10,000 31 May 17 ₹14,095 31 May 18 ₹16,946 31 May 19 ₹15,842 31 May 20 ₹11,809 31 May 21 ₹26,020 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 21 Duration Returns 1 Month 6.9% 3 Month 20.2% 6 Month 41.6% 1 Year 108.6% 3 Year 17.3% 5 Year 21.3% 10 Year 15 Year Since launch 19.8% Historical performance (Yearly) on absolute basis
Year Returns 2020 29.2% 2019 -2.5% 2018 -16.7% 2017 63% 2016 5.6% 2015 15.1% 2014 97.6% 2013 11.9% 2012 41.9% 2011 -25% Fund Manager information for Nippon India Small Cap Fund
Name Since Tenure Samir Rachh 2 Jan 17 4.33 Yr. Kinjal Desai 25 May 18 2.94 Yr. Data below for Nippon India Small Cap Fund as on 30 Apr 21
Equity Sector Allocation
Sector Value Industrials 22.73% Basic Materials 21.08% Consumer Cyclical 11.57% Consumer Defensive 11.43% Technology 9.71% Financial Services 7.98% Health Care 5.49% Communication Services 4.98% Utility 2.98% Real Estate 0.15% Asset Allocation
Asset Class Value Cash 1.86% Equity 98.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 16 | 5064015% ₹618 Cr 3,310,268
↓ -538,000 Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | 5407623% ₹410 Cr 3,321,395
↓ -59,545 Bajaj Electricals Ltd (Utilities)
Equity, Since 31 Mar 16 | 5000313% ₹390 Cr 3,390,926
↓ -75,811 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | 5325043% ₹381 Cr 1,111,721
↓ -50,000 Orient Electric Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 May 18 | 5413012% ₹289 Cr 10,706,033 Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | 5000382% ₹277 Cr 9,917,135
↑ 1,080,500 Birla Corp Ltd (Basic Materials)
Equity, Since 31 May 18 | 5003352% ₹262 Cr 2,855,300 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | 5406992% ₹262 Cr 623,042 Affle India Ltd (Communication Services)
Equity, Since 31 Jul 19 | 5427522% ₹259 Cr 468,383
↓ -15,006 Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 May 19 | 5008002% ₹241 Cr 3,600,000 8. Mirae Asset Emerging Bluechip Fund
CAGR/Annualized return of 21.7% since its launch. Return for 2020 was 22.4% , 2019 was 14.7% and 2018 was -5.4% . Mirae Asset Emerging Bluechip Fund
Growth Launch Date 9 Jul 10 NAV (18 Jun 21) ₹86.104 ↓ -0.22 (-0.26 %) Net Assets (Cr) ₹16,602 on 30 Apr 21 Category Equity - Large & Mid Cap AMC Mirae Asset Global Inv (India) Pvt. Ltd Rating Risk Moderately High Expense Ratio 1.61 Sharpe Ratio 3.07 Information Ratio 1.8 Alpha Ratio 3.79 Min Investment 5,000 Min SIP Investment 0 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 16 ₹10,000 31 May 17 ₹14,163 31 May 18 ₹15,445 31 May 19 ₹17,025 31 May 20 ₹14,769 31 May 21 ₹26,514 Returns for Mirae Asset Emerging Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 21 Duration Returns 1 Month 4.2% 3 Month 11.5% 6 Month 23.9% 1 Year 71.7% 3 Year 20.5% 5 Year 21.3% 10 Year 15 Year Since launch 21.7% Historical performance (Yearly) on absolute basis
Year Returns 2020 22.4% 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% Fund Manager information for Mirae Asset Emerging Bluechip Fund
Name Since Tenure Neelesh Surana 9 Jul 10 10.82 Yr. Ankit Jain 31 Jan 19 2.25 Yr. Data below for Mirae Asset Emerging Bluechip Fund as on 30 Apr 21
Equity Sector Allocation
Sector Value Financial Services 31.46% Basic Materials 12.2% Consumer Cyclical 11.92% Health Care 10.3% Technology 9.51% Industrials 8.2% Consumer Defensive 4.57% Energy 4.25% Communication Services 3.1% Utility 2.3% Asset Allocation
Asset Class Value Cash 0.99% Equity 99.01% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK6% ₹1,060 Cr 17,654,841 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK6% ₹1,019 Cr 7,214,044 Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY5% ₹823 Cr 6,077,584
↓ -240,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5322155% ₹784 Cr 10,970,088 State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN3% ₹564 Cr 15,960,277
↑ 1,500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL3% ₹514 Cr 9,579,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 19 | TCS3% ₹464 Cr 1,530,005 Voltas Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Dec 14 | VOLTAS3% ₹417 Cr 4,354,282
↑ 146,305 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Dec 15 | TATASTEEL2% ₹386 Cr 3,735,142
↓ -230,000 Gujarat State Petronet Ltd Shs Dematerialised (Utilities)
Equity, Since 31 Jan 19 | 5327022% ₹381 Cr 14,140,910
↑ 385,100 9. Franklin India Technology Fund
CAGR/Annualized return of 19.7% since its launch. Ranked 41 in Sectoral category. Return for 2020 was 56.8% , 2019 was 12.4% and 2018 was 11.9% . Franklin India Technology Fund
Growth Launch Date 22 Aug 98 NAV (17 Jun 21) ₹300.076 ↑ 3.43 (1.16 %) Net Assets (Cr) ₹545 on 30 Apr 21 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk High Expense Ratio 2.46 Sharpe Ratio 3.36 Information Ratio 0.38 Alpha Ratio 14.93 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.
Date Value 31 May 16 ₹10,000 31 May 17 ₹9,980 31 May 18 ₹12,762 31 May 19 ₹13,733 31 May 20 ₹13,768 31 May 21 ₹24,246 Returns for Franklin India Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 21 Duration Returns 1 Month 10.6% 3 Month 6.5% 6 Month 19.7% 1 Year 77.3% 3 Year 24.5% 5 Year 20.8% 10 Year 15 Year Since launch 19.7% Historical performance (Yearly) on absolute basis
Year Returns 2020 56.8% 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% Fund Manager information for Franklin India Technology Fund
Name Since Tenure Anand Radhakrishnan 3 Mar 07 14.17 Yr. Varun Sharma 30 Nov 15 5.42 Yr. Mayank Bukrediwala 24 Aug 20 0.68 Yr. Data below for Franklin India Technology Fund as on 30 Apr 21
Equity Sector Allocation
Sector Value Technology 71.56% Communication Services 15.19% Consumer Cyclical 4.38% Industrials 2.71% Financial Services 0.74% Real Estate 0.19% Health Care 0.09% Consumer Defensive 0.02% Asset Allocation
Asset Class Value Cash 4.86% Equity 94.9% Other 0.24% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY24% ₹128 Cr 945,647 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS9% ₹52 Cr 170,194
↑ 2,258 HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 30 Jun 14 | HCLTECH9% ₹51 Cr 570,000
↑ 100,000 Franklin Technology I Acc USD
Investment Fund | -7% ₹40 Cr 91,868 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL6% ₹32 Cr 600,000 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI5% ₹29 Cr 59,255
↑ 12,955 Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 5327555% ₹26 Cr 270,000 Cyient Ltd (Industrials)
Equity, Since 31 Dec 06 | CYIENT3% ₹15 Cr 200,000 Happiest Minds Technologies Ltd Ordinary Shares (Technology)
Equity, Since 30 Sep 20 | 5432272% ₹13 Cr 180,000 NVIDIA Corp (Technology)
Equity, Since 30 Apr 19 | NVDA2% ₹12 Cr 2,800 10. DSP BlackRock Natural Resources and New Energy Fund
CAGR/Annualized return of 13.2% since its launch. Ranked 2 in Sectoral category. Return for 2020 was 11.5% , 2019 was 4.4% and 2018 was -15.3% . DSP BlackRock Natural Resources and New Energy Fund
Growth Launch Date 25 Apr 08 NAV (17 Jun 21) ₹51.122 ↓ -0.41 (-0.80 %) Net Assets (Cr) ₹589 on 30 Apr 21 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆☆ Risk High Expense Ratio 2.42 Sharpe Ratio 2.51 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.
Date Value 31 May 16 ₹10,000 31 May 17 ₹15,937 31 May 18 ₹17,249 31 May 19 ₹17,008 31 May 20 ₹12,706 31 May 21 ₹25,775 Returns for DSP BlackRock Natural Resources and New Energy Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 21 Duration Returns 1 Month 2.4% 3 Month 23.8% 6 Month 40% 1 Year 98% 3 Year 15.3% 5 Year 20.6% 10 Year 15 Year Since launch 13.2% Historical performance (Yearly) on absolute basis
Year Returns 2020 11.5% 2019 4.4% 2018 -15.3% 2017 43.1% 2016 43.1% 2015 -1.7% 2014 46.8% 2013 -5.7% 2012 11.5% 2011 -23.2% Fund Manager information for DSP BlackRock Natural Resources and New Energy Fund
Name Since Tenure Rohit Singhania 1 Jul 12 8.84 Yr. Jay Kothari 1 Mar 13 8.17 Yr. Aayush Ganeriwala 1 Jan 21 0.33 Yr. Data below for DSP BlackRock Natural Resources and New Energy Fund as on 30 Apr 21
Equity Sector Allocation
Sector Value Basic Materials 49.28% Energy 26.9% Utility 11.68% Technology 4.09% Industrials 3.63% Consumer Defensive 0.77% Asset Allocation
Asset Class Value Cash 3.5% Equity 96.5% Debt 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF Sustainable Energy I2
Investment Fund | -12% ₹69 Cr 491,217 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 16 | TATASTEEL12% ₹68 Cr 658,498
↓ -14,218 BGF World Energy I2
Investment Fund | -10% ₹61 Cr 519,600 Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 53228610% ₹56 Cr 1,278,024
↑ 34,930 Hindalco Industries Ltd Shs Dematerialised (Basic Materials)
Equity, Since 31 Oct 15 | HINDALCO7% ₹39 Cr 1,063,139
↓ -118,184 Hindustan Zinc Ltd (Basic Materials)
Equity, Since 31 Mar 09 | 5001886% ₹36 Cr 1,188,908 Steel Authority Of India Ltd Shs Dematerialised (Basic Materials)
Equity, Since 31 Aug 20 | 5001135% ₹31 Cr 2,601,647
↓ -323,576 Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Aug 08 | RELIANCE5% ₹27 Cr 136,448 JSW Steel Ltd (Basic Materials)
Equity, Since 31 Jul 17 | 5002284% ₹22 Cr 309,427
↓ -20,942 Petronet LNG Ltd (Energy)
Equity, Since 31 Jan 18 | 5325224% ₹21 Cr 873,557
↑ 311,996 11. Nippon India US Equity Opportunites Fund
CAGR/Annualized return of 16.4% since its launch. Return for 2020 was 22.4% , 2019 was 31.8% and 2018 was 7.7% . Nippon India US Equity Opportunites Fund
Growth Launch Date 23 Jul 15 NAV (18 Jun 21) ₹24.3872 ↓ -0.16 (-0.66 %) Net Assets (Cr) ₹407 on 30 Apr 21 Category Equity - Global AMC Nippon Life Asset Management Ltd. Rating Risk High Expense Ratio 2.51 Sharpe Ratio 2.06 Information Ratio 0.28 Alpha Ratio -5.28 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.
Date Value 31 May 16 ₹10,000 31 May 17 ₹11,207 31 May 18 ₹13,348 31 May 19 ₹14,892 31 May 20 ₹18,383 31 May 21 ₹23,908 Returns for Nippon India US Equity Opportunites Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 21 Duration Returns 1 Month 3.5% 3 Month 6.8% 6 Month 15.5% 1 Year 30.5% 3 Year 20.5% 5 Year 20.2% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 2020 22.4% 2019 31.8% 2018 7.7% 2017 16.9% 2016 8.2% 2015 2014 2013 2012 2011 Fund Manager information for Nippon India US Equity Opportunites Fund
Name Since Tenure Anju Chhajer 23 Jul 15 5.86 Yr. Kinjal Desai 25 May 18 3.02 Yr. Data below for Nippon India US Equity Opportunites Fund as on 30 Apr 21
Equity Sector Allocation
Sector Value Health Care 23.14% Communication Services 21.93% Consumer Cyclical 18.27% Technology 17.12% Financial Services 11.95% Energy 5.78% Asset Allocation
Asset Class Value Cash 1.81% Equity 98.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity Alphabet Inc A (Communication Services)
Equity, Since 31 Jul 15 | GOOGL8% ₹33 Cr 1,868
↑ 110 Mastercard Inc A (Financial Services)
Equity, Since 31 Jul 15 | MA8% ₹31 Cr 10,829
↑ 649 IQVIA Holdings Inc (Healthcare)
Equity, Since 28 Feb 17 | IQV7% ₹27 Cr 15,796
↑ 1,132 Microsoft Corp (Technology)
Equity, Since 30 Nov 18 | MSFT7% ₹27 Cr 14,665
↑ 989 Facebook Inc A (Communication Services)
Equity, Since 31 Oct 16 | FB6% ₹24 Cr 10,091
↑ 816 Lowe's Companies Inc (Consumer Cyclical)
Equity, Since 30 Sep 16 | LOW6% ₹24 Cr 16,308
↑ 1,274 Enbridge Inc (Energy)
Equity, Since 31 Jan 18 | ENB6% ₹24 Cr 82,497
↑ 6,724 Booking Holdings Inc (Consumer Cyclical)
Equity, Since 31 Jul 15 | BKNG5% ₹21 Cr 1,133
↑ 102 Visa Inc Class A (Financial Services)
Equity, Since 31 Jan 17 | V4% ₹18 Cr 10,441
↑ 1,107 AmerisourceBergen Corp (Healthcare)
Equity, Since 31 May 16 | ABC4% ₹17 Cr 18,801
↑ 2,128
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.
Quantitative Factors to Invest in Top SIP
The quantitative factors one must consider before investing via SIP include performance rating (as per CRISIL, Value Research etc.), fund age, past returns and fund volatility, expense ratio and exit load.
Qualitative Factors to Invest in Top SIP
Qualitative key statistics to analyse include the track record of the fund manager, reputation of the fund house and the investment process of the SIP fund.
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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:
- Equity or growth funds
- Fixed income funds or Debt fund
- Tax saving funds
- Liquid Funds
- Balanced Fund
- Gilt Funds
- Exchange-Traded Funds or ETFs
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.
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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