fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-62820123
11 Best performing SIPs for 2021 - Fincash

Fincash » Mutual Funds » Top 11 SIP Funds

11 Best Mutual Funds for SIP 2021

Updated on September 23, 2021 , 183617 views

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

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

Best SIP Plans

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

Why Invest in Top 11 SIP Funds?

  • SIPs give a disciplined approach towards investing in Mutual Funds

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

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

  • Systematic Investment Plans minimize the risk of equity fluctuations

How to Invest in SIP?

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

1. Analyse your financial goals

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

2. Choose a timeline of investment

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

3. Decide the amount you wish to invest monthly

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

4. Select the best SIP plan

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

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

Top 11 SIP Mutual Funds in India FY 21 - 22

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
ICICI Prudential Technology Fund Growth ₹164.46
↑ 1.37
₹5,037 100 28.952.2111.638.833.670.6
TATA Digital India Fund Growth ₹38.7006
↑ 0.24
₹2,768 500 29.250.2110.435.632.754.8
Aditya Birla Sun Life Digital India Fund Growth ₹140.34
↑ 1.17
₹2,288 1,000 24.745.3103.737.332.259
SBI Technology Opportunities Fund Growth ₹155.715
↑ 1.22
₹1,465 500 24.945.796.43428.147.3
Franklin India Technology Fund Growth ₹356.537
↑ 3.29
₹700 500 18.927.966.729.826.256.8
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹59.7243
↑ 0.52
₹3,919 500 5.62336.623.323.845.2
Parag Parikh Long Term Equity Fund Growth ₹50.2232
↓ -0.06
₹14,590 1,000 18.431.66826.922.232.3
Nippon India Small Cap Fund Growth ₹81.43
↑ 0.22
₹16,633 100 15.739.9101.925.621.929.2
SBI Small Cap Fund Growth ₹99.3841
↓ -0.60
₹9,714 500 9.526.475.824.221.833.6
Axis Mid Cap Fund Growth ₹69.73
↓ -0.54
₹14,804 500 15.930.17225.821.126
Kotak Small Cap Fund Growth ₹159.123
↓ -0.12
₹5,642 1,000 14.736.5108.831.220.134.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Sep 21
*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 13.9% since its launch.  Ranked 37 in Sectoral category.  Return for 2020 was 70.6% , 2019 was 2.3% and 2018 was 19.1% .

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (24 Sep 21) ₹164.46 ↑ 1.37   (0.84 %)
Net Assets (Cr) ₹5,037 on 31 Aug 21
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.53
Sharpe Ratio 5.19
Information Ratio 0.39
Alpha Ratio 27.7
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
31 Aug 16₹10,000
31 Aug 17₹10,287
31 Aug 18₹15,588
31 Aug 19₹15,401
31 Aug 20₹18,448
31 Aug 21₹38,991

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 ₹689,048.
Net Profit of ₹389,048
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 24 Sep 21

DurationReturns
1 Month 10.1%
3 Month 28.9%
6 Month 52.2%
1 Year 111.6%
3 Year 38.8%
5 Year 33.6%
10 Year
15 Year
Since launch 13.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sankaran Naren14 Jul 174.05 Yr.
Priyanka Khandelwal8 Jul 201.07 Yr.
Vaibhav Dusad2 May 201.25 Yr.

Data below for ICICI Prudential Technology Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Technology76.11%
Communication Services9.58%
Industrials7.65%
Consumer Cyclical1.18%
Consumer Defensive1.04%
Asset Allocation
Asset ClassValue
Cash4.44%
Equity95.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
20%₹829 Cr5,147,218
↓ -223,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
9%₹359 Cr2,968,698
↑ 472,591
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 30 Sep 20 | HCLTECH
8%₹324 Cr3,165,807
↑ 360,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
7%₹271 Cr854,884
↑ 129,699
Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT
5%₹205 Cr652,793
↑ 154,488
Cyient Ltd (Industrials)
Equity, Since 30 Jun 18 | CYIENT
3%₹126 Cr1,278,458
↑ 368,478
Cognizant Technology Solutions Corp A (Technology)
Equity, Since 31 Jul 21 | CTSH
3%₹115 Cr210,000
↑ 210,000
Indian Railway Catering And Tourism Corp Ltd (Industrials)
Equity, Since 31 Dec 20 | 542830
3%₹114 Cr490,609
↓ -23,000
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 507685
3%₹107 Cr1,821,450
Coforge Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jul 20 | 532541
2%₹98 Cr192,594
↓ -53,375

2. 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 26.6% since its launch.  Return for 2020 was 54.8% , 2019 was 7.5% and 2018 was 24.9% .

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (24 Sep 21) ₹38.7006 ↑ 0.24   (0.62 %)
Net Assets (Cr) ₹2,768 on 31 Aug 21
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 1.73
Sharpe Ratio 4.67
Information Ratio -0.16
Alpha Ratio 15.6
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.

DateValue
31 Aug 16₹10,000
31 Aug 17₹9,924
31 Aug 18₹16,358
31 Aug 19₹16,028
31 Aug 20₹17,912
31 Aug 21₹37,162

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 ₹673,113.
Net Profit of ₹373,113
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 24 Sep 21

DurationReturns
1 Month 11.4%
3 Month 29.2%
6 Month 50.2%
1 Year 110.4%
3 Year 35.6%
5 Year 32.7%
10 Year
15 Year
Since launch 26.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Meeta Shetty20 Apr 201.28 Yr.
Venkat Samala26 Nov 200.68 Yr.

Data below for TATA Digital India Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Technology75.73%
Communication Services8.13%
Industrials7.41%
Consumer Cyclical2.39%
Asset Allocation
Asset ClassValue
Cash6.33%
Equity93.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
17%₹371 Cr2,305,000
↑ 75,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
12%₹267 Cr843,126
↑ 30,000
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jan 16 | HCLTECH
10%₹212 Cr2,064,713
↑ 740,972
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
7%₹154 Cr1,275,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
4%₹96 Cr303,963
↓ -71,400
Indian Railway Catering And Tourism Corp Ltd (Industrials)
Equity, Since 31 Dec 20 | 542830
4%₹79 Cr338,816
↑ 135,000
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 28 Feb 21 | 540005
4%₹77 Cr163,331
↑ 25,000
Cyient Ltd (Industrials)
Equity, Since 28 Feb 21 | CYIENT
3%₹72 Cr733,339
↓ -50,000
L&T Technology Services Ltd (Technology)
Equity, Since 31 May 18 | LTTS
3%₹61 Cr163,500
↑ 39,000
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Aug 20 | NAUKRI
3%₹56 Cr107,330

3. Aditya Birla Sun Life Digital India Fund

(Erstwhile Aditya Birla Sun Life New Millennium Fund)

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

Aditya Birla Sun Life Digital India Fund is a Equity - Sectoral fund was launched on 15 Jan 00. It is a fund with High risk and has given a CAGR/Annualized return of 12.9% since its launch.  Ranked 33 in Sectoral category.  Return for 2020 was 59% , 2019 was 9.6% and 2018 was 15.6% .

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 (24 Sep 21) ₹140.34 ↑ 1.17   (0.84 %)
Net Assets (Cr) ₹2,288 on 31 Aug 21
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.56
Sharpe Ratio 6.14
Information Ratio 0.87
Alpha Ratio 30.67
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 16₹10,000
31 Aug 17₹10,447
31 Aug 18₹15,844
31 Aug 19₹15,374
31 Aug 20₹18,971
31 Aug 21₹37,429

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 ₹673,113.
Net Profit of ₹373,113
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 24 Sep 21

DurationReturns
1 Month 9.5%
3 Month 24.7%
6 Month 45.3%
1 Year 103.7%
3 Year 37.3%
5 Year 32.2%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Kunal Sangoi15 Jan 147.55 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Technology70.66%
Communication Services14.02%
Industrials7.59%
Consumer Cyclical0.88%
Asset Allocation
Asset ClassValue
Cash6.85%
Equity93.15%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
18%₹360 Cr2,235,259
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Dec 10 | HCLTECH
10%₹189 Cr1,843,931
↑ 700,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
9%₹180 Cr569,487
↑ 70,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
9%₹178 Cr1,469,943
↑ 50,000
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
5%₹89 Cr901,179
↑ 18,570
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
4%₹86 Cr1,526,670
↑ 459,733
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
4%₹73 Cr231,326
Just Dial Ltd (Communication Services)
Equity, Since 30 Sep 19 | 535648
3%₹64 Cr658,953
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Aug 20 | 532809
3%₹51 Cr2,605,109
Wipro Ltd (Technology)
Equity, Since 31 Jan 21 | 507685
2%₹46 Cr789,307

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 24.6% since its launch.  Ranked 42 in Sectoral category.  Return for 2020 was 47.3% , 2019 was 12.2% and 2018 was 17.1% .

Below is the key information for SBI Technology Opportunities Fund

SBI Technology Opportunities Fund
Growth
Launch Date 9 Jan 13
NAV (24 Sep 21) ₹155.715 ↑ 1.22   (0.79 %)
Net Assets (Cr) ₹1,465 on 31 Aug 21
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.61
Sharpe Ratio 5.65
Information Ratio 0.97
Alpha Ratio 28.8
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
31 Aug 16₹10,000
31 Aug 17₹9,610
31 Aug 18₹14,184
31 Aug 19₹14,599
31 Aug 20₹16,382
31 Aug 21₹32,296

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 ₹612,552.
Net Profit of ₹312,552
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 24 Sep 21

DurationReturns
1 Month 7%
3 Month 24.9%
6 Month 45.7%
1 Year 96.4%
3 Year 34%
5 Year 28.1%
10 Year
15 Year
Since launch 24.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Anup Upadhyay1 Jun 1110.18 Yr.

Data below for SBI Technology Opportunities Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Technology77.33%
Communication Services12.88%
Industrials3.11%
Consumer Cyclical3.04%
Asset Allocation
Asset ClassValue
Cash3.64%
Equity96.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
25%₹289 Cr1,792,200
↑ 415,500
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Mar 06 | HCLTECH
10%₹109 Cr1,067,974
↑ 317,600
Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL
9%₹100 Cr4,975
↑ 550
Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 15 | 532755
9%₹98 Cr810,935
↑ 393,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
5%₹61 Cr191,411
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 May 20 | 540005
4%₹48 Cr103,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Aug 20 | PERSISTENT
4%₹45 Cr144,100
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
3%₹38 Cr673,130
Cyient Ltd (Industrials)
Equity, Since 30 Apr 20 | CYIENT
3%₹36 Cr362,150
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
3%₹35 Cr2,620,410
↑ 2,620,410

5. Franklin India Technology Fund

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

Franklin India Technology Fund is a Equity - Sectoral fund was launched on 22 Aug 98. It is a fund with High risk and has given a CAGR/Annualized return of 20.3% since its launch.  Ranked 41 in Sectoral category.  Return for 2020 was 56.8% , 2019 was 12.4% and 2018 was 11.9% .

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (23 Sep 21) ₹356.537 ↑ 3.29   (0.93 %)
Net Assets (Cr) ₹700 on 31 Aug 21
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.51
Sharpe Ratio 4.9
Information Ratio 0.17
Alpha Ratio 18.43
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
31 Aug 16₹10,000
31 Aug 17₹10,646
31 Aug 18₹14,725
31 Aug 19₹14,120
31 Aug 20₹18,152
31 Aug 21₹30,400

Franklin India Technology Fund SIP Returns

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

Returns for Franklin India Technology Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Sep 21

DurationReturns
1 Month 6.7%
3 Month 18.9%
6 Month 27.9%
1 Year 66.7%
3 Year 29.8%
5 Year 26.2%
10 Year
15 Year
Since launch 20.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Anand Radhakrishnan3 Mar 0714.42 Yr.
Varun Sharma30 Nov 155.67 Yr.
Mayank Bukrediwala24 Aug 200.94 Yr.

Data below for Franklin India Technology Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Technology67.95%
Communication Services14.47%
Consumer Cyclical7.3%
Industrials3.1%
Financial Services0.81%
Real Estate0.21%
Health Care0.11%
Consumer Defensive0.01%
Asset Allocation
Asset ClassValue
Cash5.68%
Equity94.01%
Other0.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
24%₹152 Cr945,647
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 30 Jun 14 | HCLTECH
9%₹58 Cr570,000
Franklin Technology I Acc USD
Investment Fund | -
9%₹56 Cr116,868
↑ 25,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
9%₹56 Cr176,000
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
6%₹39 Cr320,000
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI
6%₹38 Cr73,229
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
5%₹34 Cr600,000
Cyient Ltd (Industrials)
Equity, Since 31 Dec 06 | CYIENT
3%₹20 Cr200,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
3%₹18 Cr1,322,618
↑ 1,322,618
MakeMyTrip Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | MMYT
3%₹17 Cr82,135
↑ 22,000

6. Franklin India Feeder - Franklin U S Opportunities Fund

The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America.

Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a CAGR/Annualized return of 20.4% since its launch.  Ranked 6 in Global category.  Return for 2020 was 45.2% , 2019 was 34.2% and 2018 was 6.5% .

Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund

Franklin India Feeder - Franklin U S Opportunities Fund
Growth
Launch Date 6 Feb 12
NAV (23 Sep 21) ₹59.7243 ↑ 0.52   (0.87 %)
Net Assets (Cr) ₹3,919 on 31 Aug 21
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.59
Sharpe Ratio 1.2
Information Ratio -0.08
Alpha Ratio -0.58
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 16₹10,000
31 Aug 17₹11,356
31 Aug 18₹15,520
31 Aug 19₹16,102
31 Aug 20₹22,984
31 Aug 21₹29,050

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

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

Returns for Franklin India Feeder - Franklin U S Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Sep 21

DurationReturns
1 Month 1%
3 Month 5.6%
6 Month 23%
1 Year 36.6%
3 Year 23.3%
5 Year 23.8%
10 Year
15 Year
Since launch 20.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Mayank Bukrediwala24 Aug 200.94 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Technology28.9%
Health Care15.52%
Financial Services14.74%
Consumer Cyclical14.6%
Communication Services8.8%
Real Estate4.17%
Industrials3.65%
Consumer Defensive2.85%
Basic Materials1.24%
Utility0.39%
Asset Allocation
Asset ClassValue
Cash1.34%
Equity95.79%
Other2.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹3,757 Cr5,984,634
↑ 118,175
Call, Cash & Other Assets
Net Current Assets | -
0%₹7 Cr

7. Parag Parikh Long Term Equity Fund

(Erstwhile Parag Parikh Long Term Value Fund)

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

Parag Parikh Long Term Equity Fund is a Equity - Multi Cap fund was launched on 24 May 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.4% since its launch.  Ranked 34 in Multi Cap category.  Return for 2020 was 32.3% , 2019 was 14.4% and 2018 was -0.4% .

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

Parag Parikh Long Term Equity Fund
Growth
Launch Date 24 May 13
NAV (24 Sep 21) ₹50.2232 ↓ -0.06   (-0.12 %)
Net Assets (Cr) ₹14,590 on 31 Aug 21
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 4.6
Information Ratio 0.81
Alpha Ratio 25.95
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 16₹10,000
31 Aug 17₹11,543
31 Aug 18₹13,891
31 Aug 19₹13,267
31 Aug 20₹16,722
31 Aug 21₹25,786

Parag Parikh Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Parag Parikh Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Sep 21

DurationReturns
1 Month 8.5%
3 Month 18.4%
6 Month 31.6%
1 Year 68%
3 Year 26.9%
5 Year 22.2%
10 Year
15 Year
Since launch 21.4%
Historical performance (Yearly) on absolute basis
YearReturns
2020 32.3%
2019 14.4%
2018 -0.4%
2017 29.4%
2016 3.3%
2015 8.9%
2014 44.8%
2013
2012
2011
Fund Manager information for Parag Parikh Long Term Equity Fund
NameSinceTenure
Raj Mehta27 Jan 165.51 Yr.
Rajeev Thakkar24 May 138.19 Yr.
Raunak Onkar24 May 138.19 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Financial Services29.33%
Technology22.74%
Consumer Cyclical15.59%
Communication Services15.2%
Consumer Defensive7.85%
Health Care4.06%
Basic Materials0.05%
Asset Allocation
Asset ClassValue
Cash5.19%
Equity94.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Alphabet Inc Class A (Communication Services)
Equity, Since 31 May 21 | GOOGL
9%₹1,153 Cr57,041
↑ 4,320
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 500490
8%₹1,048 Cr2,604,360
↑ 106,591
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
8%₹1,035 Cr50,481,703
↑ 7,000,000
Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSFT
7%₹919 Cr430,797
↑ 12,500
Facebook Inc Class A (Communication Services)
Equity, Since 31 Jul 17 | FB
6%₹852 Cr319,506
↑ 51,200
Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN
6%₹792 Cr29,553
↑ 2,980
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 14 | PERSISTENT
5%₹701 Cr2,230,726
↓ -86,184
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jan 21 | HCLTECH
5%₹680 Cr6,637,285
↑ 812,660
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO
5%₹661 Cr2,390,436
↑ 435,540
Central Depository Services (India) Ltd (Financial Services)
Equity, Since 31 Jul 19 | CDSL
5%₹639 Cr4,799,727
↓ -50,000

8. Nippon India Small Cap Fund

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 CAGR/Annualized return of 21% since its launch.  Ranked 6 in Small Cap category.  Return for 2020 was 29.2% , 2019 was -2.5% and 2018 was -16.7% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (24 Sep 21) ₹81.43 ↑ 0.22   (0.28 %)
Net Assets (Cr) ₹16,633 on 31 Aug 21
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio 3.9
Information Ratio 1.06
Alpha Ratio 11.08
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
31 Aug 16₹10,000
31 Aug 17₹13,321
31 Aug 18₹15,412
31 Aug 19₹12,003
31 Aug 20₹13,907
31 Aug 21₹26,660

Nippon India 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 ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for Nippon India 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 24 Sep 21

DurationReturns
1 Month 9.2%
3 Month 15.7%
6 Month 39.9%
1 Year 101.9%
3 Year 25.6%
5 Year 21.9%
10 Year
15 Year
Since launch 21%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Samir Rachh2 Jan 174.58 Yr.
Kinjal Desai25 May 183.19 Yr.

Data below for Nippon India Small Cap Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Industrials24.11%
Basic Materials20.53%
Consumer Cyclical13.66%
Consumer Defensive11.62%
Technology10.35%
Financial Services8.49%
Health Care5.5%
Communication Services3.07%
Real Estate0.29%
Asset Allocation
Asset ClassValue
Cash2.36%
Equity97.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 16 | 506401
4%₹618 Cr3,028,921
↓ -165,000
Birla Corp Ltd (Basic Materials)
Equity, Since 31 May 18 | 500335
3%₹425 Cr2,850,086
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | 532504
2%₹407 Cr1,111,721
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | 500038
2%₹378 Cr9,917,135
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | 540762
2%₹369 Cr3,296,395
Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | 500031
2%₹367 Cr3,179,817
↓ -159,406
Radico Khaitan Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Jan 15 | 532497
2%₹331 Cr3,670,619
↓ -123,181
NIIT Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | 500304
2%₹317 Cr9,772,735
↑ 200,000
Orient Electric Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 May 18 | 541301
2%₹312 Cr9,706,033
↓ -1,000,000
KPIT Technologies Ltd (Technology)
Equity, Since 30 Jun 19 | 542651
2%₹293 Cr10,406,281

9. SBI Small Cap Fund

(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 CAGR/Annualized return of 21% since its launch.  Ranked 4 in Small Cap category.  Return for 2020 was 33.6% , 2019 was 6.1% and 2018 was -19.6% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (24 Sep 21) ₹99.3841 ↓ -0.60   (-0.60 %)
Net Assets (Cr) ₹9,714 on 31 Aug 21
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 3.3
Information Ratio 0.28
Alpha Ratio -8.84
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 16₹10,000
31 Aug 17₹12,810
31 Aug 18₹15,490
31 Aug 19₹13,335
31 Aug 20₹15,678
31 Aug 21₹26,279

SBI 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 ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for SBI 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 24 Sep 21

DurationReturns
1 Month 8.3%
3 Month 9.5%
6 Month 26.4%
1 Year 75.8%
3 Year 24.2%
5 Year 21.8%
10 Year
15 Year
Since launch 21%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
R. Srinivasan16 Nov 137.71 Yr.

Data below for SBI Small Cap Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Industrials41.08%
Consumer Cyclical20.77%
Basic Materials17.43%
Consumer Defensive6.67%
Financial Services3.72%
Health Care3.49%
Technology1.96%
Communication Services1.82%
Asset Allocation
Asset ClassValue
Cash2.47%
Equity96.94%
Debt0.17%
Other0.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 522074
4%₹373 Cr16,984,898
↓ -2,188,707
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | 513375
4%₹357 Cr5,300,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
3%₹326 Cr1,000,000
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 540203
3%₹317 Cr1,330,000
V-Guard Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | 532953
3%₹316 Cr12,689,795
Finolex Industries Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Aug 20 | FINPIPE
3%₹301 Cr17,000,000
↑ 4,488,496
Kalpataru Power Transmission Ltd (Industrials)
Equity, Since 31 May 20 | 522287
3%₹295 Cr6,266,658
V-Mart Retail Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | 534976
3%₹291 Cr749,336
↑ 80,309
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 532504
3%₹289 Cr790,000
Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 531531
3%₹263 Cr2,846,666

10. Axis Mid Cap Fund

To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of mid size companies. The focus of the fund would be to invest in relatively larger companies within this category.

Axis Mid Cap Fund is a Equity - Mid Cap fund was launched on 18 Feb 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.1% since its launch.  Ranked 41 in Mid Cap category.  Return for 2020 was 26% , 2019 was 11.3% and 2018 was 3.5% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (24 Sep 21) ₹69.73 ↓ -0.54   (-0.77 %)
Net Assets (Cr) ₹14,804 on 31 Aug 21
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 3.76
Information Ratio 0.88
Alpha Ratio 11.24
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.

DateValue
31 Aug 16₹10,000
31 Aug 17₹11,429
31 Aug 18₹14,209
31 Aug 19₹13,230
31 Aug 20₹15,270
31 Aug 21₹25,076

Axis Mid 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 ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for Axis Mid 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 24 Sep 21

DurationReturns
1 Month 7.5%
3 Month 15.9%
6 Month 30.1%
1 Year 72%
3 Year 25.8%
5 Year 21.1%
10 Year
15 Year
Since launch 20.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 26%
2019 11.3%
2018 3.5%
2017 42%
2016 -3.1%
2015 0.8%
2014 76.5%
2013 4.1%
2012 52.6%
2011
Fund Manager information for Axis Mid Cap Fund
NameSinceTenure
Shreyash Devalkar23 Nov 164.69 Yr.
Hitesh Das18 Dec 200.62 Yr.

Data below for Axis Mid Cap Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Financial Services17.49%
Consumer Cyclical16.95%
Technology15%
Industrials13.09%
Basic Materials11.27%
Health Care7.91%
Utility5.14%
Consumer Defensive5.01%
Communication Services2.31%
Asset Allocation
Asset ClassValue
Cash5.41%
Equity94.59%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd Shs Dematerialised (Technology)
Equity, Since 31 May 20 | 532541
4%₹571 Cr1,123,713
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
4%₹539 Cr11,323,500
↑ 537,500
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
4%₹525 Cr7,695,000
↑ 825,000
Voltas Ltd Shs Dematerialised (Industrials)
Equity, Since 31 May 17 | VOLTAS
4%₹508 Cr4,791,925
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 20 | CROMPTON
4%₹505 Cr10,359,953
↑ 1,330,000
Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
4%₹488 Cr2,344,974
PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND
3%₹459 Cr1,557,136
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK
3%₹443 Cr3,105,500
↑ 445,500
Gujarat Gas Ltd (Utilities)
Equity, Since 29 Feb 20 | 539336
3%₹424 Cr5,935,665
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 500034
3%₹414 Cr665,000
↑ 45,000

11. 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 18.2% since its launch.  Ranked 23 in Small Cap category.  Return for 2020 was 34.2% , 2019 was 5% and 2018 was -17.3% .

Below is the key information for Kotak Small Cap Fund

Kotak Small Cap Fund
Growth
Launch Date 24 Feb 05
NAV (24 Sep 21) ₹159.123 ↓ -0.12   (-0.07 %)
Net Assets (Cr) ₹5,642 on 31 Aug 21
Category Equity - Small Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 4.75
Information Ratio 1.63
Alpha Ratio 21.51
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
31 Aug 16₹10,000
31 Aug 17₹11,617
31 Aug 18₹12,269
31 Aug 19₹10,393
31 Aug 20₹12,116
31 Aug 21₹24,390

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 ₹505,644.
Net Profit of ₹205,644
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 24 Sep 21

DurationReturns
1 Month 8.1%
3 Month 14.7%
6 Month 36.5%
1 Year 108.8%
3 Year 31.2%
5 Year 20.1%
10 Year
15 Year
Since launch 18.2%
Historical performance (Yearly) on absolute basis
YearReturns
2020 34.2%
2019 5%
2018 -17.3%
2017 44%
2016 8.9%
2015 7.4%
2014 74%
2013 -4.9%
2012 50.2%
2011 -26.9%
Fund Manager information for Kotak Small Cap Fund
NameSinceTenure
Pankaj Tibrewal21 Jan 1011.53 Yr.

Data below for Kotak Small Cap Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Industrials28.73%
Consumer Cyclical25.59%
Basic Materials20.8%
Technology7.71%
Financial Services4.64%
Health Care1.92%
Consumer Defensive1.88%
Real Estate1.21%
Energy0.46%
Communication Services0.21%
Asset Allocation
Asset ClassValue
Cash6.85%
Equity93.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Century Plyboards (India) Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 532548
5%₹247 Cr5,853,559
↑ 465,053
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | 513375
4%₹198 Cr2,946,347
↑ 123,529
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | 540203
4%₹193 Cr809,756
↑ 39,686
Lux Industries Ltd (Consumer Cyclical)
Equity, Since 31 Jan 18 | LUXIND
3%₹170 Cr408,916
↓ -25,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹170 Cr540,794
Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 540935
3%₹162 Cr518,979
↑ 35,425
Blue Star Ltd Shs Dematerialised (Industrials)
Equity, Since 31 May 18 | BLUESTARCO
3%₹160 Cr1,899,687
↑ 233,769
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 520111
3%₹158 Cr736,769
↑ 98,713
Somany Ceramics Ltd (Industrials)
Equity, Since 31 Jan 21 | 531548
3%₹152 Cr2,141,770
↑ 202,141
Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT
3%₹134 Cr1,356,753

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

Parameters to Consider While Investing in Best Systematic Investment Plans

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

Factors-Determining-top-11-sip

Quantitative Factors to Invest in Top SIP

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

Qualitative Factors to Invest in Top SIP

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

How to Invest in SIP MF Online?

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

  2. Complete your Registration and KYC Process

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

    Get Started

Begin your investment journey with SIP today!

FAQs

1. What are mutual funds?

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

2. What are the different types of mutual funds?

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

3. What are growth equity funds?

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

4. Why should you invest in a debt fund?

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

5. Why should you invest in SIPs?

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

6. Why invest in a tax saving mutual fund?

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

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

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

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
How helpful was this page ?
Rated 3, based on 4 reviews.
POST A COMMENT