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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 20 - 21
- Parameters to Consider While Investing in Best Systematic Investment Plans
- How to Invest in SIP MF Online?
Top 11 Funds
- Franklin India Feeder - Franklin U S Opportunities Fund
- DSP BlackRock World Gold Fund
- Aditya Birla Sun Life Digital India Fund
- SBI Banking & Financial Services Fund
- ICICI Prudential Technology Fund
- Franklin India Technology Fund
- Mirae Asset Emerging Bluechip Fund
- Nippon India US Equity Opportunites Fund
- ICICI Prudential US Bluechip Equity Fund
- SBI Small Cap Fund
- SBI Magnum COMMA Fund
11 Best Mutual Funds for SIP 2020
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
Talk to our investment specialist
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
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 "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 Below is the key information for DSP BlackRock World Gold 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 generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. However, there can be no assurance that the investment objective of the Scheme will be realized. SBI Banking & Financial Services Fund is a Equity - Sectoral fund was launched on 26 Feb 15. It is a fund with High risk and has given a Below is the key information for SBI Banking & Financial Services Fund Returns up to 1 year are on 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 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 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 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 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 Below is the key information for ICICI Prudential US Bluechip Equity 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 To generate opportunities for growth along with possibility of consistent
returns by investing predominantly in a portfolio of stocks of companies engaged
in the commodity business within the following sectors - Oil & Gas, Metals,
Materials & Agriculture and in debt & money market instruments. SBI Magnum COMMA Fund is a Equity - Sectoral fund was launched on 8 Aug 05. It is a fund with High risk and has given a Below is the key information for SBI Magnum COMMA 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 (%) 2019 (%) Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹48.0287
↓ -0.19 ₹2,282 500 2.1 21.8 40.3 24.6 17.5 34.2 DSP BlackRock World Gold Fund Growth ₹18.1923
↑ 0.21 ₹832 500 -15.2 -1.7 38 14.5 17.2 35.1 Aditya Birla Sun Life Digital India Fund Growth ₹77.85
↑ 0.03 ₹684 1,000 15.1 57.8 45.1 23.6 16.6 9.6 SBI Banking & Financial Services Fund Growth ₹20.0973
↑ 0.12 ₹1,665 500 22.1 53.5 1.1 9.9 16.6 20.7 ICICI Prudential Technology Fund Growth ₹87.82
↑ 0.68 ₹832 100 19.4 70.6 55.9 25 16.4 2.3 Franklin India Technology Fund Growth ₹237.701
↑ 0.64 ₹388 500 15.3 50.7 48.2 22.6 16.3 12.4 Mirae Asset Emerging Bluechip Fund Growth ₹66.46
↑ 0.53 ₹11,929 1,000 12.1 44.5 16.6 9 16.2 14.7 Nippon India US Equity Opportunites Fund Growth ₹20.8396
↓ -0.05 ₹202 100 4 15.1 20.8 19.3 16 31.8 ICICI Prudential US Bluechip Equity Fund Growth ₹37.65
↓ -0.22 ₹834 100 9.3 19.2 19.3 19.5 15.5 34.3 SBI Small Cap Fund Growth ₹66.9168
↑ 1.53 ₹5,424 500 12.2 56.2 25 4.8 15.5 6.1 SBI Magnum COMMA Fund Growth ₹44.8724
↑ 0.13 ₹255 500 4.9 42.4 20.5 3.7 15 11.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 20 200 Crore in Equity Category of mutual funds ordered based on 5 year calendar year returns.
1. Franklin India Feeder - Franklin U S Opportunities Fund
CAGR/Annualized return of 19.5% since its launch. Ranked 6 in Global category. Return for 2019 was 34.2% , 2018 was 6.5% and 2017 was 18.1% . Franklin India Feeder - Franklin U S Opportunities Fund
Growth Launch Date 6 Feb 12 NAV (26 Nov 20) ₹48.0287 ↓ -0.19 (-0.40 %) Net Assets (Cr) ₹2,282 on 31 Oct 20 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.56 Sharpe Ratio 1.37 Information Ratio 0.14 Alpha Ratio 4.9 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 Oct 15 ₹10,000 31 Oct 16 ₹9,759 31 Oct 17 ₹11,745 31 Oct 18 ₹14,300 31 Oct 19 ₹15,641 31 Oct 20 ₹21,659 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 26 Nov 20 Duration Returns 1 Month 3.4% 3 Month 2.1% 6 Month 21.8% 1 Year 40.3% 3 Year 24.6% 5 Year 17.5% 10 Year 15 Year Since launch 19.5% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Mayank Bukrediwala 24 Aug 20 0.19 Yr. Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Oct 20
Equity Sector Allocation
Sector Value Technology 27.49% Health Care 16.36% Financial Services 14.23% Consumer Cyclical 13.11% Communication Services 7.94% Industrials 5.81% Real Estate 5.77% Consumer Defensive 2.19% Basic Materials 1.2% Asset Allocation
Asset Class Value Cash 2% Equity 94.49% Other 3.51% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin US Opportunities I(acc)USD
Investment Fund | -100% ₹2,277 Cr 4,772,414
↑ 140,772 Call, Cash & Other Assets
Net Current Assets | -0% ₹5 Cr 2. DSP BlackRock World Gold Fund
CAGR/Annualized return of 4.6% since its launch. Ranked 11 in Global category. Return for 2019 was 35.1% , 2018 was -10.7% and 2017 was -4% . DSP BlackRock World Gold Fund
Growth Launch Date 14 Sep 07 NAV (26 Nov 20) ₹18.1923 ↑ 0.21 (1.17 %) Net Assets (Cr) ₹832 on 31 Oct 20 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.32 Sharpe Ratio 0.82 Information Ratio -1.13 Alpha Ratio -3.23 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 Oct 15 ₹10,000 31 Oct 16 ₹15,517 31 Oct 17 ₹13,643 31 Oct 18 ₹12,205 31 Oct 19 ₹15,928 31 Oct 20 ₹22,379 Returns for DSP BlackRock World Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 20 Duration Returns 1 Month -10.9% 3 Month -15.2% 6 Month -1.7% 1 Year 38% 3 Year 14.5% 5 Year 17.2% 10 Year 15 Year Since launch 4.6% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Jay Kothari 1 Mar 13 7.68 Yr. Data below for DSP BlackRock World Gold Fund as on 31 Oct 20
Equity Sector Allocation
Sector Value Basic Materials 91.96% Asset Allocation
Asset Class Value Cash 4.57% Equity 93.18% Debt 0.01% Other 2.23% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Gold I2
Investment Fund | -96% ₹802 Cr 2,261,994
↑ 37,144 Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -4% ₹30 Cr Net Receivables/Payables
Net Current Assets | -0% ₹0 Cr 3. Aditya Birla Sun Life Digital India Fund
CAGR/Annualized return of 10.3% since its launch. Ranked 33 in Sectoral category. Return for 2019 was 9.6% , 2018 was 15.6% and 2017 was 22.4% . Aditya Birla Sun Life Digital India Fund
Growth Launch Date 15 Jan 00 NAV (27 Nov 20) ₹77.85 ↑ 0.03 (0.04 %) Net Assets (Cr) ₹684 on 31 Oct 20 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 2.75 Sharpe Ratio 1.09 Information Ratio 0.56 Alpha Ratio 4.64 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 Oct 15 ₹10,000 31 Oct 16 ₹9,419 31 Oct 17 ₹10,835 31 Oct 18 ₹14,342 31 Oct 19 ₹14,762 31 Oct 20 ₹20,711 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 26 Nov 20 Duration Returns 1 Month 2.8% 3 Month 15.1% 6 Month 57.8% 1 Year 45.1% 3 Year 23.6% 5 Year 16.6% 10 Year 15 Year Since launch 10.3% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Kunal Sangoi 15 Jan 14 6.8 Yr. Data below for Aditya Birla Sun Life Digital India Fund as on 31 Oct 20
Equity Sector Allocation
Sector Value Technology 73.22% Communication Services 14.99% Industrials 8.22% Asset Allocation
Asset Class Value Cash 3.56% Equity 96.43% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY24% ₹162 Cr 1,529,857
↑ 58,948 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS10% ₹65 Cr 245,456
↑ 102,273 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 5327558% ₹55 Cr 676,254
↑ 41,888 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH7% ₹45 Cr 529,121
↑ 142,054 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL6% ₹42 Cr 957,923
↑ 50,000 Just Dial Ltd (Communication Services)
Equity, Since 30 Sep 19 | 5356486% ₹39 Cr 603,953
↑ 85,194 Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT4% ₹30 Cr 769,609 Majesco Ltd (Technology)
Equity, Since 31 Jan 18 | 5392894% ₹28 Cr 309,392
↓ -55,000 Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Jun 18 | 5171743% ₹23 Cr 8,159 Apple Inc (Technology)
Equity, Since 30 Nov 18 | AAPL3% ₹22 Cr 25,144 4. SBI Banking & Financial Services Fund
CAGR/Annualized return of 12.9% since its launch. Return for 2019 was 20.7% , 2018 was 9.5% and 2017 was 40.7% . SBI Banking & Financial Services Fund
Growth Launch Date 26 Feb 15 NAV (27 Nov 20) ₹20.0973 ↑ 0.12 (0.62 %) Net Assets (Cr) ₹1,665 on 31 Oct 20 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating Risk High Expense Ratio 2.74 Sharpe Ratio -0.17 Information Ratio -0.08 Alpha Ratio 2.65 Min Investment 5,000 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 Oct 15 ₹10,000 31 Oct 16 ₹13,033 31 Oct 17 ₹15,849 31 Oct 18 ₹16,174 31 Oct 19 ₹20,395 31 Oct 20 ₹18,003 Returns for SBI Banking & Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 20 Duration Returns 1 Month 16.8% 3 Month 22.1% 6 Month 53.5% 1 Year 1.1% 3 Year 9.9% 5 Year 16.6% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 2019 20.7% 2018 9.5% 2017 40.7% 2016 17% 2015 2014 2013 2012 2011 2010 Fund Manager information for SBI Banking & Financial Services Fund
Name Since Tenure Milind Agrawal 1 Aug 19 1.25 Yr. Data below for SBI Banking & Financial Services Fund as on 31 Oct 20
Equity Sector Allocation
Sector Value Financial Services 95.03% Asset Allocation
Asset Class Value Cash 4.35% Equity 95.65% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK27% ₹441 Cr 3,728,360
↑ 140,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK13% ₹219 Cr 5,575,814 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | KOTAKBANK11% ₹180 Cr 1,165,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 5322159% ₹152 Cr 3,077,122 State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN6% ₹92 Cr 4,885,000 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | 5407164% ₹75 Cr 605,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Aug 19 | CHOLAFIN3% ₹46 Cr 1,700,000 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Sep 19 | 5333983% ₹45 Cr 367,665 ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 19 | 5401332% ₹39 Cr 975,000 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 19 | M&MFIN2% ₹39 Cr 3,160,000 5. ICICI Prudential Technology Fund
CAGR/Annualized return of 11% since its launch. Ranked 37 in Sectoral category. Return for 2019 was 2.3% , 2018 was 19.1% and 2017 was 19.8% . ICICI Prudential Technology Fund
Growth Launch Date 3 Mar 00 NAV (27 Nov 20) ₹87.82 ↑ 0.68 (0.78 %) Net Assets (Cr) ₹832 on 31 Oct 20 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 2.6 Sharpe Ratio 1.11 Information Ratio -0.42 Alpha Ratio 3.49 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 Oct 15 ₹10,000 31 Oct 16 ₹8,986 31 Oct 17 ₹9,856 31 Oct 18 ₹13,875 31 Oct 19 ₹13,542 31 Oct 20 ₹19,575 Returns for ICICI Prudential Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 20 Duration Returns 1 Month 4.5% 3 Month 19.4% 6 Month 70.6% 1 Year 55.9% 3 Year 25% 5 Year 16.4% 10 Year 15 Year Since launch 11% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Sankaran Naren 14 Jul 17 3.3 Yr. Priyanka Khandelwal 8 Jul 20 0.32 Yr. Vaibhav Dusad 2 May 20 0.5 Yr. Data below for ICICI Prudential Technology Fund as on 31 Oct 20
Equity Sector Allocation
Sector Value Technology 73.41% Communication Services 15.87% Industrials 5.29% Consumer Defensive 0.82% Asset Allocation
Asset Class Value Cash 4.61% Equity 95.39% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY26% ₹212 Cr 2,001,286
↑ 275,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 5327557% ₹58 Cr 713,131
↑ 190,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH7% ₹56 Cr 668,118
↑ 478,118 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS6% ₹47 Cr 176,185 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL5% ₹43 Cr 986,840 Coforge Ltd (Technology)
Equity, Since 31 Jul 20 | 5325414% ₹36 Cr 161,520
↑ 111,335 IndiaMART InterMESH Ltd (Communication Services)
Equity, Since 30 Jun 20 | 5427264% ₹34 Cr 70,356
↓ -6,000 Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT3% ₹27 Cr 230,157
↑ 111,169 Cyient Ltd (Industrials)
Equity, Since 30 Jun 18 | CYIENT3% ₹24 Cr 602,383
↑ 200,000 Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Jul 16 | 5400053% ₹24 Cr 80,750
↓ -8,038 6. Franklin India Technology Fund
CAGR/Annualized return of 18.9% since its launch. Ranked 41 in Sectoral category. Return for 2019 was 12.4% , 2018 was 11.9% and 2017 was 19.1% . Franklin India Technology Fund
Growth Launch Date 22 Aug 98 NAV (26 Nov 20) ₹237.701 ↑ 0.64 (0.27 %) Net Assets (Cr) ₹388 on 31 Oct 20 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk High Expense Ratio 2.46 Sharpe Ratio 1.22 Information Ratio 0.4 Alpha Ratio 7.37 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 Oct 15 ₹10,000 31 Oct 16 ₹9,445 31 Oct 17 ₹10,610 31 Oct 18 ₹13,271 31 Oct 19 ₹13,436 31 Oct 20 ₹19,079 Returns for Franklin India Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 20 Duration Returns 1 Month 3.8% 3 Month 15.3% 6 Month 50.7% 1 Year 48.2% 3 Year 22.6% 5 Year 16.3% 10 Year 15 Year Since launch 18.9% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Anand Radhakrishnan 3 Mar 07 13.68 Yr. Varun Sharma 30 Nov 15 4.93 Yr. Pyari Menon 26 Sep 19 1.1 Yr. Data below for Franklin India Technology Fund as on 31 Oct 20
Equity Sector Allocation
Sector Value Technology 70.88% Communication Services 16.36% Consumer Cyclical 3.08% Industrials 2.2% Financial Services 0.7% Real Estate 0.32% Health Care 0.12% Asset Allocation
Asset Class Value Cash 6.09% Equity 93.75% Other 0.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY26% ₹100 Cr 945,647 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS11% ₹44 Cr 164,086
↑ 34,086 Franklin Technology I Acc USD
Investment Fund | -8% ₹32 Cr 91,868 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH8% ₹32 Cr 380,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL7% ₹26 Cr 600,000
↑ 100,000 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI4% ₹16 Cr 46,300 Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 5327554% ₹16 Cr 200,000 Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 30 Nov 18 | 23303% ₹10 Cr 88,000 Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 30 Apr 19 | 5400052% ₹9 Cr 31,000 Cognizant Technology Solutions Corp A (Technology)
Equity, Since 30 Apr 16 | CTSH2% ₹8 Cr 15,960 7. Mirae Asset Emerging Bluechip Fund
CAGR/Annualized return of 20% since its launch. Return for 2019 was 14.7% , 2018 was -5.4% and 2017 was 49% . Mirae Asset Emerging Bluechip Fund
Growth Launch Date 9 Jul 10 NAV (27 Nov 20) ₹66.46 ↑ 0.53 (0.81 %) Net Assets (Cr) ₹11,929 on 31 Oct 20 Category Equity - Large & Mid Cap AMC Mirae Asset Global Inv (India) Pvt. Ltd Rating Risk Moderately High Expense Ratio 1.61 Sharpe Ratio 0.21 Information Ratio 1.15 Alpha Ratio 3.68 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.
Date Value 31 Oct 15 ₹10,000 31 Oct 16 ₹12,647 31 Oct 17 ₹16,190 31 Oct 18 ₹15,469 31 Oct 19 ₹18,115 31 Oct 20 ₹19,257 Returns for Mirae Asset Emerging Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 20 Duration Returns 1 Month 10% 3 Month 12.1% 6 Month 44.5% 1 Year 16.6% 3 Year 9% 5 Year 16.2% 10 Year 15 Year Since launch 20% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Neelesh Surana 9 Jul 10 10.32 Yr. Ankit Jain 31 Jan 19 1.75 Yr. Data below for Mirae Asset Emerging Bluechip Fund as on 31 Oct 20
Equity Sector Allocation
Sector Value Financial Services 31.48% Technology 9.97% Consumer Defensive 9.66% Health Care 9.51% Consumer Cyclical 9.38% Industrials 9.22% Basic Materials 6.83% Energy 5.66% Communication Services 3.24% Utility 2.96% Asset Allocation
Asset Class Value Cash 0.83% Equity 99.17% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK7% ₹850 Cr 7,185,544 ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK6% ₹662 Cr 16,862,341 Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY5% ₹621 Cr 5,859,584
↑ 50,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5322154% ₹505 Cr 10,260,088 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL3% ₹387 Cr 8,919,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 19 | TCS3% ₹362 Cr 1,360,005
↓ -40,000 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 18 | 5002713% ₹344 Cr 5,823,046
↑ 511,653 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE3% ₹316 Cr 1,539,196
↓ -45,000 Voltas Ltd (Industrials)
Equity, Since 31 Dec 14 | VOLTAS3% ₹315 Cr 4,460,716
↓ -123,570 State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN2% ₹280 Cr 14,810,277
↑ 200,000 8. Nippon India US Equity Opportunites Fund
CAGR/Annualized return of 14.7% since its launch. Return for 2019 was 31.8% , 2018 was 7.7% and 2017 was 16.9% . Nippon India US Equity Opportunites Fund
Growth Launch Date 23 Jul 15 NAV (25 Nov 20) ₹20.8396 ↓ -0.05 (-0.24 %) Net Assets (Cr) ₹202 on 31 Oct 20 Category Equity - Global AMC Nippon Life Asset Management Ltd. Rating Risk High Expense Ratio 2.62 Sharpe Ratio 0.43 Information Ratio -0.07 Alpha Ratio -2.38 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 Oct 15 ₹10,000 31 Oct 16 ₹10,399 31 Oct 17 ₹12,451 31 Oct 18 ₹14,829 31 Oct 19 ₹16,837 31 Oct 20 ₹19,005 Returns for Nippon India US Equity Opportunites Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 20 Duration Returns 1 Month 4.7% 3 Month 4% 6 Month 15.1% 1 Year 20.8% 3 Year 19.3% 5 Year 16% 10 Year 15 Year Since launch 14.7% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Anju Chhajer 23 Jul 15 5.28 Yr. Kinjal Desai 25 May 18 2.44 Yr. Data below for Nippon India US Equity Opportunites Fund as on 31 Oct 20
Equity Sector Allocation
Sector Value Communication Services 23.55% Consumer Cyclical 21.43% Health Care 20.5% Technology 13.46% Financial Services 12.76% Energy 4.53% Asset Allocation
Asset Class Value Cash 3.77% Equity 96.23% Top Securities Holdings / Portfolio
Name Holding Value Quantity Microsoft Corp (Technology)
Equity, Since 30 Nov 18 | MSFT8% ₹17 Cr 11,424 Facebook Inc A (Communication Services)
Equity, Since 31 Oct 16 | FB8% ₹16 Cr 8,209 Mastercard Inc A (Financial Services)
Equity, Since 31 Jul 15 | MA8% ₹15 Cr 7,121 Lowe's Companies Inc (Consumer Cyclical)
Equity, Since 30 Sep 16 | LOW7% ₹14 Cr 12,034 IQVIA Holdings Inc (Healthcare)
Equity, Since 28 Feb 17 | IQV7% ₹14 Cr 12,294 Alphabet Inc A (Communication Services)
Equity, Since 31 Jul 15 | GOOGL7% ₹13 Cr 1,121 Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Mar 19 | AMZN6% ₹12 Cr 513 Booking Holdings Inc (Consumer Cyclical)
Equity, Since 31 Jul 15 | BKNG5% ₹11 Cr 913 Visa Inc Class A (Financial Services)
Equity, Since 31 Jan 17 | V5% ₹11 Cr 7,881 AmerisourceBergen Corp (Healthcare)
Equity, Since 31 May 16 | ABC5% ₹10 Cr 13,958 9. ICICI Prudential US Bluechip Equity Fund
CAGR/Annualized return of 17.1% since its launch. Ranked 7 in Global category. Return for 2019 was 34.3% , 2018 was 5.2% and 2017 was 14.1% . ICICI Prudential US Bluechip Equity Fund
Growth Launch Date 6 Jul 12 NAV (25 Nov 20) ₹37.65 ↓ -0.22 (-0.58 %) Net Assets (Cr) ₹834 on 31 Oct 20 Category Equity - Global AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.51 Sharpe Ratio 0.32 Information Ratio -0.2 Alpha Ratio -3.5 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.
Date Value 31 Oct 15 ₹10,000 31 Oct 16 ₹10,319 31 Oct 17 ₹12,182 31 Oct 18 ₹14,958 31 Oct 19 ₹16,749 31 Oct 20 ₹18,243 Returns for ICICI Prudential US Bluechip Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 20 Duration Returns 1 Month 8.9% 3 Month 9.3% 6 Month 19.2% 1 Year 19.3% 3 Year 19.5% 5 Year 15.5% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Rohan Maru 19 Sep 13 7.12 Yr. Priyanka Khandelwal 30 Jun 17 3.34 Yr. Data below for ICICI Prudential US Bluechip Equity Fund as on 31 Oct 20
Equity Sector Allocation
Sector Value Health Care 18.55% Technology 15.99% Consumer Defensive 15.8% Industrials 13.14% Financial Services 12.67% Consumer Cyclical 9.74% Communication Services 6.53% Basic Materials 3.06% Energy 1% Asset Allocation
Asset Class Value Cash 3.52% Equity 96.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity U.S. Bancorp (Financial Services)
Equity, Since 31 Mar 20 | USB3% ₹26 Cr 89,013
↑ 7,120 Corteva Inc (Basic Materials)
Equity, Since 31 Dec 19 | CTVA3% ₹26 Cr 104,759 Bank of America Corp (Financial Services)
Equity, Since 31 Mar 20 | BAC3% ₹25 Cr 144,418
↑ 35,006 Pfizer Inc (Healthcare)
Equity, Since 31 Dec 19 | PFE3% ₹25 Cr 96,347
↑ 18,788 Kellogg Co (Consumer Defensive)
Equity, Since 31 Dec 18 | K3% ₹25 Cr 53,116
↑ 7,388 Charles Schwab Corp (Financial Services)
Equity, Since 31 Dec 18 | SCHW3% ₹25 Cr 80,948
↑ 1,100 Lockheed Martin Corp (Industrials)
Equity, Since 30 Sep 20 | LMT3% ₹25 Cr 9,503
↑ 3,290 Merck & Co Inc (Healthcare)
Equity, Since 30 Sep 19 | MRK3% ₹25 Cr 44,110
↑ 9,816 General Dynamics Corp (Industrials)
Equity, Since 30 Sep 18 | GD3% ₹24 Cr 24,853
↑ 5,412 Gilead Sciences Inc (Healthcare)
Equity, Since 31 May 16 | GILD3% ₹24 Cr 55,446
↑ 10,379 10. SBI Small Cap Fund
CAGR/Annualized return of 18.5% since its launch. Ranked 4 in Small Cap category. Return for 2019 was 6.1% , 2018 was -19.6% and 2017 was 78.7% . SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (27 Nov 20) ₹66.9168 ↑ 1.53 (2.34 %) Net Assets (Cr) ₹5,424 on 31 Oct 20 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.29 Sharpe Ratio 0.31 Information Ratio 1.03 Alpha Ratio -1.3 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 Oct 15 ₹10,000 31 Oct 16 ₹12,200 31 Oct 17 ₹16,301 31 Oct 18 ₹15,082 31 Oct 19 ₹16,561 31 Oct 20 ₹18,175 Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 20 Duration Returns 1 Month 13.6% 3 Month 12.2% 6 Month 56.2% 1 Year 25% 3 Year 4.8% 5 Year 15.5% 10 Year 15 Year Since launch 18.5% Historical performance (Yearly) on absolute basis
Year Returns 2019 6.1% 2018 -19.6% 2017 78.7% 2016 1.3% 2015 20.6% 2014 110.7% 2013 7.8% 2012 31.9% 2011 -24.3% 2010 19% Fund Manager information for SBI Small Cap Fund
Name Since Tenure R. Srinivasan 16 Nov 13 6.96 Yr. Data below for SBI Small Cap Fund as on 31 Oct 20
Equity Sector Allocation
Sector Value Industrials 30.75% Basic Materials 21.36% Consumer Cyclical 19.08% Consumer Defensive 7.81% Financial Services 7.29% Health Care 4.3% Technology 3.09% Utility 0.62% Real Estate 0.34% Asset Allocation
Asset Class Value Cash 5% Equity 95% Top Securities Holdings / Portfolio
Name Holding Value Quantity JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT6% ₹333 Cr 1,800,700 Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 5220744% ₹229 Cr 22,000,000 City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB4% ₹192 Cr 13,000,000 Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | 5084863% ₹188 Cr 370,000 Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO3% ₹182 Cr 2,900,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 5325043% ₹177 Cr 790,000 Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 5402033% ₹173 Cr 1,324,761
↑ 24,761 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | 5421413% ₹173 Cr 9,000,000 Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 5315313% ₹171 Cr 2,135,000 Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | 5133753% ₹151 Cr 5,300,000 11. SBI Magnum COMMA Fund
CAGR/Annualized return of 10.3% since its launch. Ranked 9 in Sectoral category. Return for 2019 was 11.8% , 2018 was -18.7% and 2017 was 39.2% . SBI Magnum COMMA Fund
Growth Launch Date 8 Aug 05 NAV (27 Nov 20) ₹44.8724 ↑ 0.13 (0.28 %) Net Assets (Cr) ₹255 on 31 Oct 20 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.71 Sharpe Ratio 0.27 Information Ratio 0.75 Alpha Ratio 11.98 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 Oct 15 ₹10,000 31 Oct 16 ₹13,712 31 Oct 17 ₹17,793 31 Oct 18 ₹14,857 31 Oct 19 ₹16,685 31 Oct 20 ₹18,094 Returns for SBI Magnum COMMA Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 20 Duration Returns 1 Month 8.5% 3 Month 4.9% 6 Month 42.4% 1 Year 20.5% 3 Year 3.7% 5 Year 15% 10 Year 15 Year Since launch 10.3% Historical performance (Yearly) on absolute basis
Year Returns 2019 11.8% 2018 -18.7% 2017 39.2% 2016 32.3% 2015 -6.1% 2014 31.5% 2013 -13.1% 2012 13.9% 2011 -28.5% 2010 9% Fund Manager information for SBI Magnum COMMA Fund
Name Since Tenure Richard D'souza 1 Aug 14 6.26 Yr. Data below for SBI Magnum COMMA Fund as on 31 Oct 20
Equity Sector Allocation
Sector Value Basic Materials 54.3% Energy 23.03% Consumer Defensive 7.27% Utility 4.21% Industrials 3.25% Asset Allocation
Asset Class Value Cash 7.51% Equity 92.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE8% ₹20 Cr 98,500 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 18 | ULTRACEMCO7% ₹17 Cr 38,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 19 | 5005476% ₹16 Cr 443,000 Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 11 | TATASTEEL6% ₹14 Cr 352,600 Shree Cement Ltd (Basic Materials)
Equity, Since 31 Jan 19 | 5003875% ₹13 Cr 6,000 Rossari Biotech Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 20 | 5432135% ₹12 Cr 150,570 PI Industries Ltd (Basic Materials)
Equity, Since 28 Feb 19 | PIIND5% ₹12 Cr 54,000 Camlin Fine Sciences Ltd (Basic Materials)
Equity, Since 30 Jun 17 | 5328345% ₹12 Cr 1,205,628 Sagar Cements Ltd (Basic Materials)
Equity, Since 30 Nov 12 | 5020904% ₹11 Cr 146,381 NTPC Ltd (Utilities)
Equity, Since 31 Mar 20 | 5325554% ₹11 Cr 1,225,000
↑ 575,000
The investors are suggested to invest in the SIP plans of their choice. The above-mentioned top 11 Mutual Funds are suitable for investors of all kind. So, either you are a high-risk investor or a relatively lower one, these SIP funds are the Best Mutual Funds to Invest. So, don’t wait, invest now!
Parameters to Consider While Investing in Best Systematic Investment Plans
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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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