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11 Best performing SIPs for 2023 - Fincash

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11 Best Mutual Funds for SIP 2023

Updated on May 25, 2023 , 245673 views

SIP Mutual Funds (or top 11 SIP Mutual Funds) are funds that adhere to the simple formula of periodic investment to avoid nervous selling during the inevitable ups and downs of the stock market.

Typically, SIP or Systematic Investment plan is a mode to invest money in Mutual Funds. Investing in top 11 SIP Mutual Funds brings a systematic and disciplined approach to your investment. It reduces your effort to manage your investment on daily Basis. Moreover, it offers leverage of the Power of Compounding leading to desired returns over time.

Best SIP Plans

There are different Types of Mutual Funds for SIP that include equity, debt, balanced, ultra-short term funds, etc. However, equity Mutual Funds offer maximum returns when invested via a SIP. Financial advisors suggest that, the investors must invest in best mutual funds for SIP basis their investment objectives and the period of SIP investment.

Why Invest in Top 11 SIP Funds?

  • SIPs give a disciplined approach towards investing in Mutual Funds

  • Systematic investing helps in financing the future dream and major goals like- retirement, child's career, purchase of a house, car or any other assets

  • SIPs help in making the most of compounding and are ideal for young investors

  • Systematic Investment Plans minimize the risk of equity fluctuations

How to Invest in SIP?

Investing money is an art, it can work wonders if done correctly. Now that you know the Top SIP plans you must know how to invest in it. We have mentioned the steps to invest in SIP below.

1. Analyse your financial goals

Choose a SIP investment suiting your Financial goals. For example, if your goal is short-term (if want to buy a car in the next 2 years), you should invest in Debt Mutual Funds. And, if your goal is long-term (like Retirement planning) then prefer investing in Equity Mutual Funds.

2. Choose a timeline of investment

This will ensure that you invest a right amount of money for a right period of time.

3. Decide the amount you wish to invest monthly

As SIP is a monthly investment, you should choose an amount that you will be able to invest monthly without Fail. You can also calculate the suitable amount as per your goal using sip calculator or SIP return calculator.

4. Select the best SIP plan

Make a wise investment choice by consulting a financial advisor or by choosing Best SIP Plans offered by various online investment platforms.

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Top 11 SIP Mutual Funds in India FY 23 - 24

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
ICICI Prudential Technology Fund Growth ₹135.6
↑ 1.68
₹9,940 100 -1.9-4.24.839.320.1-23.2
Aditya Birla Sun Life Digital India Fund Growth ₹122.28
↑ 1.45
₹3,250 100 0.5-0.811.335.919.4-21.6
Principal Emerging Bluechip Fund Growth ₹183.316
↑ 2.03
₹3,124 100 2.913.638.921.919.2
SBI Technology Opportunities Fund Growth ₹143.485
↑ 1.29
₹2,812 500 -1.4-1.612.332.319-15.5
TATA Digital India Fund Growth ₹32.5411
↑ 0.37
₹6,765 150 -0.6-2.37.835.618.2-23.3
PGIM India Midcap Opportunities Fund Growth ₹44.6
↑ 0.40
₹8,072 1,000 5.3-0.915.840.317.8-1.7
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354 100 -58.524.51717.3
IIFL Focused Equity Fund Growth ₹32.031
↑ 0.19
₹3,672 1,000 6.52.921.630.617.3-0.9
Motilal Oswal Midcap 30 Fund  Growth ₹55.5731
↑ 0.61
₹4,033 500 10.88.532.241.91710.7
Kotak Small Cap Fund Growth ₹171.365
↑ 0.60
₹9,230 1,000 6.34.714.64616.8-3.1
SBI Contra Fund Growth ₹242.186
↑ 1.10
₹9,720 500 7.24.724.445.116.412.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 May 23
*List of best mutual funds SIP's having Net Assets/ AUM more than 200 Crore in Equity Category of mutual funds ordered based on 5 year calendar year returns.

1. ICICI Prudential 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 11.9% since its launch.  Ranked 37 in Sectoral category.  Return for 2022 was -23.2% , 2021 was 75.7% and 2020 was 70.6% .

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (26 May 23) ₹135.6 ↑ 1.68   (1.25 %)
Net Assets (Cr) ₹9,940 on 30 Apr 23
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.07
Sharpe Ratio -1.14
Information Ratio 1.54
Alpha Ratio -0.39
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 Apr 18₹10,000
30 Apr 19₹11,028
30 Apr 20₹9,353
30 Apr 21₹20,044
30 Apr 22₹26,263
30 Apr 23₹23,421

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 ₹505,644.
Net Profit of ₹205,644
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 26 May 23

DurationReturns
1 Month 7.8%
3 Month -1.9%
6 Month -4.2%
1 Year 4.8%
3 Year 39.3%
5 Year 20.1%
10 Year
15 Year
Since launch 11.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -23.2%
2021 75.7%
2020 70.6%
2019 2.3%
2018 19.1%
2017 19.8%
2016 -4%
2015 3.9%
2014 26.3%
2013 62.6%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Vaibhav Dusad2 May 203 Yr.
Sharmila D’mello30 Jun 220.84 Yr.

Data below for ICICI Prudential Technology Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Technology77.21%
Communication Services15.15%
Industrials2.36%
Energy1.98%
Consumer Cyclical0.93%
Consumer Defensive0.17%
Financial Services0%
Asset Allocation
Asset ClassValue
Cash2.2%
Equity97.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
28%₹2,746 Cr21,920,552
↑ 1,471,678
Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 30 Sep 19 | TCS
18%₹1,793 Cr5,571,105
↑ 82,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
9%₹916 Cr11,455,514
↓ -344,305
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
8%₹794 Cr7,457,676
↓ -111,917
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | TECHM
6%₹620 Cr6,055,600
↑ 427,648
Wipro Ltd Shs Dematerialised (Technology)
Equity, Since 30 Sep 19 | WIPRO
4%₹397 Cr10,319,937
↑ 430,024
LTIMindtree Ltd (Technology)
Equity, Since 31 Jul 16 | LTIM
3%₹314 Cr711,307
↑ 247,100
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 22 | RELIANCE
2%₹197 Cr812,654
↑ 143,596
Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT
2%₹165 Cr349,214
↑ 135,117
Zee Entertainment Enterprises Ltd (Communication Services)
Equity, Since 31 Jan 22 | ZEEL
1%₹138 Cr6,989,105
↑ 490,001

2. Aditya Birla Sun Life Digital India Fund

(Erstwhile Aditya Birla Sun Life New Millennium Fund)

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

Aditya Birla Sun Life Digital India Fund is a Equity - Sectoral fund was launched on 15 Jan 00. It is a fund with High risk and has given a CAGR/Annualized return of 11.3% since its launch.  Ranked 33 in Sectoral category.  Return for 2022 was -21.6% , 2021 was 70.5% and 2020 was 59% .

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

Aditya Birla Sun Life Digital India Fund
Growth
Launch Date 15 Jan 00
NAV (26 May 23) ₹122.28 ↑ 1.45   (1.20 %)
Net Assets (Cr) ₹3,250 on 30 Apr 23
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.19
Sharpe Ratio -0.85
Information Ratio 1.5
Alpha Ratio 3.75
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 18₹10,000
30 Apr 19₹10,810
30 Apr 20₹9,787
30 Apr 21₹19,451
30 Apr 22₹24,650
30 Apr 23₹22,681

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 ₹493,520.
Net Profit of ₹193,520
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 26 May 23

DurationReturns
1 Month 9.4%
3 Month 0.5%
6 Month -0.8%
1 Year 11.3%
3 Year 35.9%
5 Year 19.4%
10 Year
15 Year
Since launch 11.3%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -21.6%
2021 70.5%
2020 59%
2019 9.6%
2018 15.6%
2017 22.4%
2016 -3.5%
2015 11.2%
2014 21.1%
2013 50.2%
Fund Manager information for Aditya Birla Sun Life Digital India Fund
NameSinceTenure
Kunal Sangoi16 Jan 149.29 Yr.
Dhaval Joshi21 Nov 220.44 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Technology80.23%
Industrials8.19%
Communication Services7.48%
Consumer Cyclical2.15%
Financial Services0.06%
Asset Allocation
Asset ClassValue
Cash1.89%
Equity98.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
24%₹775 Cr6,188,401
↑ 250,000
Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 30 Apr 05 | TCS
12%₹383 Cr1,190,450
↑ 50,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH
9%₹300 Cr2,821,227
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | TECHM
7%₹221 Cr2,156,718
↑ 50,000
LTIMindtree Ltd (Technology)
Equity, Since 31 Mar 21 | LTIM
7%₹214 Cr485,179
↓ -30,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
6%₹197 Cr2,464,697
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
5%₹154 Cr1,306,398
Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE
4%₹133 Cr317,413
Birlasoft Ltd (Technology)
Equity, Since 30 Sep 20 | 532400
2%₹81 Cr2,975,656
Sonata Software Ltd Shs Dematerialised (Technology)
Equity, Since 30 Nov 19 | SONATSOFTW
2%₹65 Cr765,145

3. Principal Emerging Bluechip Fund

The primary objective of the Scheme is to achieve long-term capital appreciation by investing in equity & equity related instruments of mid cap & small cap companies.

Principal Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 12 Nov 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 24.8% since its launch.  Ranked 1 in Large & Mid Cap category. .

Below is the key information for Principal Emerging Bluechip Fund

Principal Emerging Bluechip Fund
Growth
Launch Date 12 Nov 08
NAV (31 Dec 21) ₹183.316 ↑ 2.03   (1.12 %)
Net Assets (Cr) ₹3,124 on 30 Nov 21
Category Equity - Large & Mid Cap
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 2.74
Information Ratio 0.22
Alpha Ratio 2.18
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 Apr 18₹10,000
30 Apr 19₹9,232
30 Apr 20₹8,253
30 Apr 21₹13,020

Principal 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 ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for Principal 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 26 May 23

DurationReturns
1 Month 2.9%
3 Month 2.9%
6 Month 13.6%
1 Year 38.9%
3 Year 21.9%
5 Year 19.2%
10 Year
15 Year
Since launch 24.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
Fund Manager information for Principal Emerging Bluechip Fund
NameSinceTenure

Data below for Principal Emerging Bluechip Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

4. 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 19.3% since its launch.  Ranked 42 in Sectoral category.  Return for 2022 was -15.5% , 2021 was 66.4% and 2020 was 47.3% .

Below is the key information for SBI Technology Opportunities Fund

SBI Technology Opportunities Fund
Growth
Launch Date 9 Jan 13
NAV (26 May 23) ₹143.485 ↑ 1.29   (0.91 %)
Net Assets (Cr) ₹2,812 on 30 Apr 23
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.26
Sharpe Ratio -0.47
Information Ratio 1.04
Alpha Ratio 8.99
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 Apr 18₹10,000
30 Apr 19₹11,166
30 Apr 20₹10,461
30 Apr 21₹18,321
30 Apr 22₹23,200
30 Apr 23₹22,786

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 ₹493,520.
Net Profit of ₹193,520
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 26 May 23

DurationReturns
1 Month 7.5%
3 Month -1.4%
6 Month -1.6%
1 Year 12.3%
3 Year 32.3%
5 Year 19%
10 Year
15 Year
Since launch 19.3%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -15.5%
2021 66.4%
2020 47.3%
2019 12.2%
2018 17.1%
2017 13%
2016 -3.3%
2015 2.4%
2014 29.2%
2013
Fund Manager information for SBI Technology Opportunities Fund
NameSinceTenure
Saurabh Pant1 Jan 221.33 Yr.
Mohit Jain1 Jan 221.33 Yr.

Data below for SBI Technology Opportunities Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Technology67.88%
Communication Services17.3%
Consumer Cyclical5.29%
Industrials2.66%
Asset Allocation
Asset ClassValue
Cash6.86%
Equity93.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
25%₹714 Cr5,700,000
↑ 300,000
Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 30 Apr 06 | TCS
15%₹412 Cr1,280,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
10%₹280 Cr3,500,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 22 | TECHM
7%₹203 Cr1,980,000
Wipro Ltd Shs Dematerialised (Technology)
Equity, Since 30 Apr 21 | WIPRO
4%₹119 Cr3,080,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH
4%₹117 Cr1,100,000
PVR INOX Ltd Shs Dematerialised (Communication Services)
Equity, Since 31 Jan 22 | PVRINOX
4%₹106 Cr722,000
Netflix Inc (Communication Services)
Equity, Since 31 Aug 21 | NFC
4%₹101 Cr38,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 22 | PERSISTENT
3%₹95 Cr200,000
Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSF
3%₹95 Cr38,000

5. TATA Digital India Fund

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 CAGR/Annualized return of 17.3% since its launch.  Return for 2022 was -23.3% , 2021 was 74.4% and 2020 was 54.8% .

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (26 May 23) ₹32.5411 ↑ 0.37   (1.16 %)
Net Assets (Cr) ₹6,765 on 30 Apr 23
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 0
Sharpe Ratio -1.06
Information Ratio 0.71
Alpha Ratio -2.84
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-3 Months (0.25%),3 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 18₹10,000
30 Apr 19₹11,015
30 Apr 20₹9,512
30 Apr 21₹18,556
30 Apr 22₹24,178
30 Apr 23₹21,632

TATA 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 ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for TATA 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 26 May 23

DurationReturns
1 Month 8.9%
3 Month -0.6%
6 Month -2.3%
1 Year 7.8%
3 Year 35.6%
5 Year 18.2%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -23.3%
2021 74.4%
2020 54.8%
2019 7.5%
2018 24.9%
2017 19.6%
2016 -6%
2015
2014
2013
Fund Manager information for TATA Digital India Fund
NameSinceTenure
Meeta Shetty9 Mar 212.14 Yr.
Arvindkumar Chetty1 Dec 220.41 Yr.

Data below for TATA Digital India Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Technology76.39%
Communication Services13.68%
Industrials4.69%
Consumer Cyclical1.15%
Financial Services0.67%
Health Care0.11%
Consumer Defensive0.1%
Utility0.02%
Energy0.01%
Real Estate0%
Asset Allocation
Asset ClassValue
Cash3.18%
Equity96.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
21%₹1,401 Cr11,184,598
Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jan 16 | TCS
19%₹1,257 Cr3,903,371
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
8%₹562 Cr5,283,886
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL
8%₹545 Cr6,819,200
LTIMindtree Ltd (Technology)
Equity, Since 28 Feb 21 | LTIM
8%₹538 Cr1,218,062
↑ 10,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | TECHM
7%₹463 Cr4,523,627
↑ 201,183
Meta Platforms Inc Class A (Communication Services)
Equity, Since 30 Apr 23 | FB2A
3%₹171 Cr87,500
↑ 87,500
Wipro Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jul 18 | WIPRO
2%₹161 Cr4,188,632
↑ 175,000
Cyient Ltd (Industrials)
Equity, Since 28 Feb 21 | CYIENT
2%₹149 Cr1,259,737
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
2%₹144 Cr303,450
↑ 20,000

6. PGIM India Midcap Opportunities Fund

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

PGIM India Midcap Opportunities Fund is a Equity - Mid Cap fund was launched on 2 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 17.1% since its launch.  Ranked 40 in Mid Cap category.  Return for 2022 was -1.7% , 2021 was 63.8% and 2020 was 48.4% .

Below is the key information for PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund
Growth
Launch Date 2 Dec 13
NAV (26 May 23) ₹44.6 ↑ 0.40   (0.90 %)
Net Assets (Cr) ₹8,072 on 30 Apr 23
Category Equity - Mid Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 0
Sharpe Ratio -0.13
Information Ratio 0.44
Alpha Ratio -4.3
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 18₹10,000
30 Apr 19₹8,631
30 Apr 20₹8,042
30 Apr 21₹15,752
30 Apr 22₹19,933
30 Apr 23₹20,497

PGIM India Midcap Opportunities Fund SIP Returns

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

Returns for PGIM India Midcap Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 May 23

DurationReturns
1 Month 6.8%
3 Month 5.3%
6 Month -0.9%
1 Year 15.8%
3 Year 40.3%
5 Year 17.8%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -1.7%
2021 63.8%
2020 48.4%
2019 3.6%
2018 -16.1%
2017 37%
2016 -1.3%
2015 7.9%
2014 42.8%
2013
Fund Manager information for PGIM India Midcap Opportunities Fund
NameSinceTenure
Vinay Paharia1 Apr 230.08 Yr.
Puneet Pal16 Jul 220.79 Yr.
Vivek Sharma1 Jun 211.92 Yr.
Ojasvi Khicha1 Apr 230.08 Yr.

Data below for PGIM India Midcap Opportunities Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Consumer Cyclical20.34%
Financial Services17.76%
Industrials13.82%
Health Care9.9%
Basic Materials8.2%
Technology7.81%
Utility5.19%
Real Estate4.69%
Consumer Defensive2.55%
Asset Allocation
Asset ClassValue
Cash9.73%
Equity90.27%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Jul 22 | 533155
3%₹266 Cr5,948,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 22 | NAVINFLUOR
3%₹250 Cr514,601
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jan 23 | PHOENIXLTD
3%₹245 Cr1,697,055
↑ 812,149
Indraprastha Gas Ltd (Utilities)
Equity, Since 30 Apr 23 | IGL
3%₹242 Cr4,890,924
↑ 4,890,924
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 23 | TIINDIA
3%₹238 Cr919,677
↑ 919,677
Timken India Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Sep 21 | TIMKEN
3%₹238 Cr796,219
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 21 | PERSISTENT
3%₹236 Cr498,340
Abbott India Ltd (Healthcare)
Equity, Since 31 Jan 23 | ABBOTINDIA
3%₹223 Cr100,119
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | CHOLAFIN
3%₹221 Cr2,532,684
↑ 224,000
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | CUMMINSIND
3%₹216 Cr1,371,160
↓ -428,840

7. Sundaram Select Focus Fund

To achieve capital appreciation by investing in equity and equity related instruments of select stocks

Sundaram Select Focus Fund is a Equity - Focused fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.4% since its launch.  Ranked 55 in Focused category. .

Below is the key information for Sundaram Select Focus Fund

Sundaram Select Focus Fund
Growth
Launch Date 30 Jul 02
NAV (24 Dec 21) ₹264.968 ↓ -1.18   (-0.45 %)
Net Assets (Cr) ₹1,354 on 30 Nov 21
Category Equity - Focused
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.52
Sharpe Ratio 1.85
Information Ratio -0.52
Alpha Ratio -5.62
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 18₹10,000
30 Apr 19₹10,611
30 Apr 20₹9,565
30 Apr 21₹13,331

Sundaram Select Focus 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 Sundaram Select Focus Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 May 23

DurationReturns
1 Month -2.6%
3 Month -5%
6 Month 8.5%
1 Year 24.5%
3 Year 17%
5 Year 17.3%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
Fund Manager information for Sundaram Select Focus Fund
NameSinceTenure

Data below for Sundaram Select Focus Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

8. IIFL Focused Equity Fund

(Erstwhile IIFL India Growth Fund)

The investment objective of the scheme is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

IIFL Focused Equity Fund is a Equity - Focused fund was launched on 30 Oct 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.6% since its launch.  Return for 2022 was -0.9% , 2021 was 36.4% and 2020 was 23.8% .

Below is the key information for IIFL Focused Equity Fund

IIFL Focused Equity Fund
Growth
Launch Date 30 Oct 14
NAV (26 May 23) ₹32.031 ↑ 0.19   (0.61 %)
Net Assets (Cr) ₹3,672 on 30 Apr 23
Category Equity - Focused
AMC IIFL Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 0.26
Information Ratio 0.11
Alpha Ratio 4.28
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-2 Months (2%),2 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 18₹10,000
30 Apr 19₹10,642
30 Apr 20₹10,332
30 Apr 21₹15,971
30 Apr 22₹18,973
30 Apr 23₹20,692

IIFL Focused Equity Fund SIP Returns

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

Returns for IIFL Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 May 23

DurationReturns
1 Month 4.4%
3 Month 6.5%
6 Month 2.9%
1 Year 21.6%
3 Year 30.6%
5 Year 17.3%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -0.9%
2021 36.4%
2020 23.8%
2019 27.3%
2018 -6.8%
2017 30%
2016 9.9%
2015 1.8%
2014
2013
Fund Manager information for IIFL Focused Equity Fund
NameSinceTenure
Mayur Patel11 Nov 193.47 Yr.

Data below for IIFL Focused Equity Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services31.2%
Industrials15.15%
Consumer Cyclical14.77%
Basic Materials8.93%
Technology7.98%
Health Care6.18%
Communication Services4.51%
Consumer Defensive2.93%
Utility2.82%
Energy1.92%
Asset Allocation
Asset ClassValue
Cash3.61%
Equity96.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
10%₹349 Cr3,808,401
↑ 131,619
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK
9%₹345 Cr2,043,108
↑ 70,404
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
6%₹213 Cr1,697,415
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | AXISBANK
6%₹204 Cr2,366,431
↑ 135,305
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT
5%₹185 Cr784,154
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL
4%₹161 Cr2,020,031
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 21 | TATAMOTORS
4%₹148 Cr3,047,181
↑ 404,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
3%₹121 Cr2,085,407
Data Patterns (India) Ltd (Industrials)
Equity, Since 31 Dec 21 | 543428
3%₹118 Cr707,407
↓ -105,926
Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 31 Mar 23 | 543300
3%₹110 Cr2,292,683

9. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

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

Motilal Oswal Midcap 30 Fund  is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.4% since its launch.  Ranked 27 in Mid Cap category.  Return for 2022 was 10.7% , 2021 was 55.8% and 2020 was 9.3% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (26 May 23) ₹55.5731 ↑ 0.61   (1.12 %)
Net Assets (Cr) ₹4,033 on 30 Apr 23
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.46
Sharpe Ratio 0.35
Information Ratio 0.31
Alpha Ratio 3.35
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 Apr 18₹10,000
30 Apr 19₹9,569
30 Apr 20₹7,833
30 Apr 21₹12,360
30 Apr 22₹17,645
30 Apr 23₹19,536

Motilal Oswal Midcap 30 Fund  SIP Returns

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

Returns for Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 May 23

DurationReturns
1 Month 10.1%
3 Month 10.8%
6 Month 8.5%
1 Year 32.2%
3 Year 41.9%
5 Year 17%
10 Year
15 Year
Since launch 20.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 10.7%
2021 55.8%
2020 9.3%
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
2014
2013
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Niket Shah1 Jul 202.83 Yr.
Ankush Sood11 Nov 220.47 Yr.
Rakesh Shetty22 Nov 220.44 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 30 Apr 23

Equity Sector Allocation
SectorValue
Consumer Cyclical27.97%
Technology17.09%
Industrials13.63%
Basic Materials13.07%
Financial Services8.28%
Health Care5.2%
Real Estate4.3%
Consumer Defensive1.1%
Asset Allocation
Asset ClassValue
Cash9.36%
Equity90.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jul 20 | TIINDIA
10%₹401 Cr1,550,000
↑ 26,983
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
6%₹261 Cr550,000
↑ 119,950
KPIT Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | KPITTECH
6%₹254 Cr2,775,000
↑ 675,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Mar 21 | 500093
6%₹232 Cr7,500,000
↑ 200,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | NAVINFLUOR
5%₹206 Cr425,000
↑ 25,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Sep 22 | DEEPAKNTR
5%₹198 Cr1,050,000
↑ 125,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
5%₹182 Cr28,000,000
↑ 28,000,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 18 | CHOLAFIN
4%₹174 Cr2,000,000
Phoenix Mills Ltd (Real Estate)
Equity, Since 30 Apr 20 | PHOENIXLTD
4%₹173 Cr1,200,000
↓ -90,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | INDHOTEL
4%₹170 Cr5,000,000

10. Kotak Small Cap Fund

(Erstwhile Kotak Midcap Scheme)

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

Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.8% since its launch.  Ranked 23 in Small Cap category.  Return for 2022 was -3.1% , 2021 was 70.9% and 2020 was 34.2% .

Below is the key information for Kotak Small Cap Fund

Kotak Small Cap Fund
Growth
Launch Date 24 Feb 05
NAV (26 May 23) ₹171.365 ↑ 0.60   (0.35 %)
Net Assets (Cr) ₹9,230 on 30 Apr 23
Category Equity - Small Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio -0.36
Information Ratio 0.29
Alpha Ratio -1.74
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 Apr 18₹10,000
30 Apr 19₹8,523
30 Apr 20₹7,111
30 Apr 21₹14,875
30 Apr 22₹19,797
30 Apr 23₹19,852

Kotak Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Kotak Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 May 23

DurationReturns
1 Month 5.8%
3 Month 6.3%
6 Month 4.7%
1 Year 14.6%
3 Year 46%
5 Year 16.8%
10 Year
15 Year
Since launch 16.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -3.1%
2021 70.9%
2020 34.2%
2019 5%
2018 -17.3%
2017 44%
2016 8.9%
2015 7.4%
2014 74%
2013 -4.9%
Fund Manager information for Kotak Small Cap Fund
NameSinceTenure
Pankaj Tibrewal21 Jan 1013.28 Yr.
Arjun Khanna30 Apr 221 Yr.

Data below for Kotak Small Cap Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Industrials33.94%
Consumer Cyclical22.88%
Basic Materials21.86%
Financial Services5.5%
Health Care3.24%
Technology3.21%
Consumer Defensive2.34%
Real Estate1.5%
Energy0.22%
Asset Allocation
Asset ClassValue
Cash4.6%
Equity95.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | CARBORUNIV
5%₹435 Cr4,041,905
↓ -100,000
Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT
4%₹364 Cr3,087,178
↓ -63,829
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI
3%₹303 Cr1,409,522
Century Plyboards (India) Ltd Shs Dematerialised (Basic Materials)
Equity, Since 31 Oct 18 | CENTURYPLY
3%₹296 Cr5,673,505
Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO
3%₹278 Cr1,880,175
Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | GALAXYSURF
3%₹260 Cr1,044,042
↑ 17,777
Supreme Industries Ltd (Industrials)
Equity, Since 31 May 14 | SUPREMEIND
3%₹232 Cr851,636
Garware Technical Fibres Ltd Shs Dematerialised (Consumer Cyclical)
Equity, Since 30 Jun 21 | GARFIBRES
2%₹225 Cr772,836
↑ 13,005
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
2%₹225 Cr474,169
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | SFL
2%₹201 Cr1,927,672

11. SBI Contra Fund

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

SBI Contra Fund is a Equity - Contra fund was launched on 6 May 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.1% since its launch.  Ranked 48 in Contra category.  Return for 2022 was 12.8% , 2021 was 49.9% and 2020 was 30.6% .

Below is the key information for SBI Contra Fund

SBI Contra Fund
Growth
Launch Date 6 May 05
NAV (26 May 23) ₹242.186 ↑ 1.10   (0.45 %)
Net Assets (Cr) ₹9,720 on 30 Apr 23
Category Equity - Contra
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.19
Sharpe Ratio 0.7
Information Ratio 2.31
Alpha Ratio 9.19
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 Apr 18₹10,000
30 Apr 19₹9,365
30 Apr 20₹7,177
30 Apr 21₹12,987
30 Apr 22₹17,253
30 Apr 23₹19,816

SBI Contra Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for SBI Contra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 May 23

DurationReturns
1 Month 3.6%
3 Month 7.2%
6 Month 4.7%
1 Year 24.4%
3 Year 45.1%
5 Year 16.4%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 12.8%
2021 49.9%
2020 30.6%
2019 -1%
2018 -14.3%
2017 40.2%
2016 2.4%
2015 -0.1%
2014 47.7%
2013 -1.7%
Fund Manager information for SBI Contra Fund
NameSinceTenure
Dinesh Balachandran7 May 184.99 Yr.
Mohit Jain5 May 184.99 Yr.

Data below for SBI Contra Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services19.07%
Industrials10.11%
Utility9.94%
Basic Materials9.3%
Energy6.29%
Consumer Cyclical5.67%
Health Care5.41%
Technology4.88%
Consumer Defensive4.21%
Real Estate1.5%
Communication Services1.29%
Asset Allocation
Asset ClassValue
Cash22.32%
Equity77.68%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
GAIL (India) Ltd (Utilities)
Equity, Since 28 Feb 21 | GAIL
4%₹346 Cr32,211,295
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | ICICIBANK
3%₹288 Cr3,140,345
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 16 | HDFCBANK
3%₹244 Cr1,443,872
Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 21 | TORNTPOWER
2%₹219 Cr3,963,740
↑ 1,890,064
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 19 | 532215
2%₹215 Cr2,504,255
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 28 Feb 23 | EQUITASBNK
2%₹207 Cr29,985,546
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 22 | HDFC
2%₹205 Cr740,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Mar 22 | TECHM
2%₹204 Cr1,989,904
91 DTB 11052023
Sovereign Bonds | -
2%₹200 Cr20,000,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Dec 22 | POWERGRID
2%₹199 Cr8,400,000

The investors are suggested to invest in the SIP plans of their choice. The above-mentioned top 11 Mutual Funds are suitable for investors of all kind. So, either you are a high-risk investor or a relatively lower one, these SIP funds are the Best Mutual Funds to Invest. So, don’t wait, invest now!

Parameters to Consider While Investing in Best Systematic Investment Plans

To evaluate best performing SIP Funds, let’s know the factors that one must consider before investing.

Factors-Determining-top-11-sip

Quantitative Factors to Invest in Top SIP

The quantitative factors one must consider before investing via SIP include performance rating (as per CRISIL, Value Research etc.), fund age, past returns and fund volatility, expense ratio and exit load.

Qualitative Factors to Invest in Top SIP

Qualitative key statistics to analyse include the track record of the fund manager, reputation of the fund house and the investment process of the SIP fund.

How to Invest in SIP MF Online?

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

  2. Complete your Registration and KYC Process

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Begin your investment journey with SIP today!

FAQs

1. What are mutual funds?

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

2. What are the different types of mutual funds?

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

3. What are growth equity funds?

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

4. Why should you invest in a debt fund?

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

5. Why should you invest in SIPs?

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

6. Why invest in a tax saving mutual fund?

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

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

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

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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