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11 Best performing SIPs for 2021 - Fincash

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11 Best Mutual Funds for SIP 2021

Updated on December 1, 2021 , 191658 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 21 - 22

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
ICICI Prudential Technology Fund Growth ₹163.02
↓ -1.00
₹6,887 100 6.338.381.542.133.670.6
TATA Digital India Fund Growth ₹38.2451
↓ -0.30
₹3,842 500 6.337.482.439.433.554.8
Aditya Birla Sun Life Digital India Fund Growth ₹140.42
↓ -0.81
₹2,658 1,000 6.732.876.740.53359
SBI Technology Opportunities Fund Growth ₹156.393
↓ -0.83
₹1,891 500 534.472.736.629.447.3
Franklin India Technology Fund Growth ₹355.425
↑ 4.87
₹721 500 3.625.246.732.926.856.8
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹59.6496
↑ 0.73
₹4,187 500 -0.615.122.628.324.245.2
SBI Small Cap Fund Growth ₹104.597
↑ 0.29
₹10,626 500 8.217.153.428.423.733.6
Nippon India Small Cap Fund Growth ₹83.1776
↑ 0.16
₹17,197 100 5.921.874.728.223.329.2
Axis Mid Cap Fund Growth ₹69.46
↓ -0.39
₹15,988 500 1.717.844.926.323.226
Kotak Small Cap Fund Growth ₹166.538
↑ 0.36
₹6,180 1,000 7.522.776.434.72334.2
Parag Parikh Long Term Equity Fund Growth ₹50.4917
↓ -0.04
₹17,220 1,000 4.821.847.62922.932.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Dec 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 13.7% 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 (03 Dec 21) ₹163.02 ↓ -1.00   (-0.61 %)
Net Assets (Cr) ₹6,887 on 31 Oct 21
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.53
Sharpe Ratio 4.5
Information Ratio 0.5
Alpha Ratio 29.87
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 Nov 16₹10,000
30 Nov 17₹11,642
30 Nov 18₹14,597
30 Nov 19₹14,571
30 Nov 20₹22,704
30 Nov 21₹41,805

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 3 Dec 21

DurationReturns
1 Month 1.3%
3 Month 6.3%
6 Month 38.3%
1 Year 81.5%
3 Year 42.1%
5 Year 33.6%
10 Year
15 Year
Since launch 13.7%
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
Priyanka Khandelwal8 Jul 201.32 Yr.
Vaibhav Dusad2 May 201.5 Yr.

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

Equity Sector Allocation
SectorValue
Technology82.78%
Communication Services10.49%
Industrials3.45%
Consumer Cyclical0.43%
Consumer Defensive0.09%
Asset Allocation
Asset ClassValue
Cash2.77%
Equity97.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
22%₹1,494 Cr8,957,330
↑ 1,831,327
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
9%₹646 Cr1,901,982
↑ 470,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
9%₹636 Cr5,560,768
↑ 904,224
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
9%₹611 Cr4,132,059
↑ 107,956
Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT
6%₹401 Cr1,022,168
↑ 151,873
Mphasis Ltd (Technology)
Equity, Since 30 Jun 20 | 526299
4%₹301 Cr928,928
↑ 302,772
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
4%₹249 Cr3,630,200
↑ 410,379
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 21 | CTSH
3%₹236 Cr404,000
↑ 194,000
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 507685
3%₹180 Cr2,777,397
↑ 955,947
eClerx Services Ltd (Technology)
Equity, Since 31 Aug 20 | 532927
2%₹166 Cr759,028
↑ 205,808

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 25.4% 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 (03 Dec 21) ₹38.2451 ↓ -0.30   (-0.78 %)
Net Assets (Cr) ₹3,842 on 31 Oct 21
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 1.73
Sharpe Ratio 4.16
Information Ratio 0.39
Alpha Ratio 23.32
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
30 Nov 16₹10,000
30 Nov 17₹11,715
30 Nov 18₹15,384
30 Nov 19₹16,052
30 Nov 20₹22,527
30 Nov 21₹41,361

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 ₹689,048.
Net Profit of ₹389,048
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 3 Dec 21

DurationReturns
1 Month 1.4%
3 Month 6.3%
6 Month 37.4%
1 Year 82.4%
3 Year 39.4%
5 Year 33.5%
10 Year
15 Year
Since launch 25.4%
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 201.53 Yr.
Venkat Samala26 Nov 200.93 Yr.

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

Equity Sector Allocation
SectorValue
Technology76.21%
Communication Services8.74%
Industrials3.88%
Consumer Cyclical2.02%
Asset Allocation
Asset ClassValue
Cash8.99%
Equity91.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
21%₹817 Cr4,896,000
↑ 1,450,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
12%₹478 Cr1,408,126
↑ 200,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
10%₹374 Cr2,532,000
↑ 125,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
9%₹352 Cr3,074,713
↑ 600,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
3%₹127 Cr324,857
↓ -181,106
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 507685
3%₹126 Cr1,950,000
↑ 500,000
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 28 Feb 21 | 540005
3%₹117 Cr175,300
↓ -45,744
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299
3%₹113 Cr349,485
↓ -154,515
L&T Technology Services Ltd (Technology)
Equity, Since 31 May 18 | LTTS
3%₹113 Cr238,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL
2%₹96 Cr1,400,000
↑ 1,400,000

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 12.8% 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 (03 Dec 21) ₹140.42 ↓ -0.81   (-0.57 %)
Net Assets (Cr) ₹2,658 on 31 Oct 21
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.56
Sharpe Ratio 4.5
Information Ratio 0.99
Alpha Ratio 24.75
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 16₹10,000
30 Nov 17₹12,026
30 Nov 18₹14,725
30 Nov 19₹15,720
30 Nov 20₹22,790
30 Nov 21₹40,612

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 ₹689,048.
Net Profit of ₹389,048
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 3 Dec 21

DurationReturns
1 Month 3.2%
3 Month 6.7%
6 Month 32.8%
1 Year 76.7%
3 Year 40.5%
5 Year 33%
10 Year
15 Year
Since launch 12.8%
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 147.8 Yr.

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

Equity Sector Allocation
SectorValue
Technology75.71%
Communication Services11.94%
Industrials5.85%
Consumer Cyclical1.7%
Asset Allocation
Asset ClassValue
Cash4.79%
Equity95.21%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
18%₹477 Cr2,859,816
↑ 255,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
11%₹291 Cr856,472
↑ 40,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
9%₹252 Cr1,704,943
↑ 115,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH
8%₹225 Cr1,963,931
↑ 50,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
6%₹161 Cr2,351,670
↓ -100,000
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
4%₹105 Cr980,651
↑ 25,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
4%₹100 Cr255,726
↓ -5,739
Wipro Ltd (Technology)
Equity, Since 31 Jan 21 | 507685
3%₹88 Cr1,356,888
↑ 280,000
Mphasis Ltd (Technology)
Equity, Since 29 Feb 20 | 526299
3%₹80 Cr247,470
↑ 40,000
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Mar 21 | 540005
2%₹65 Cr96,710

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 24.1% 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 (03 Dec 21) ₹156.393 ↓ -0.83   (-0.53 %)
Net Assets (Cr) ₹1,891 on 31 Oct 21
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.61
Sharpe Ratio 4.4
Information Ratio 0.91
Alpha Ratio 25.62
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-15 Days (0.5%),15 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 16₹10,000
30 Nov 17₹11,043
30 Nov 18₹13,866
30 Nov 19₹14,917
30 Nov 20₹20,273
30 Nov 21₹35,649

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 ₹627,226.
Net Profit of ₹327,226
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 3 Dec 21

DurationReturns
1 Month 1.7%
3 Month 5%
6 Month 34.4%
1 Year 72.7%
3 Year 36.6%
5 Year 29.4%
10 Year
15 Year
Since launch 24.1%
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 1110.43 Yr.

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

Equity Sector Allocation
SectorValue
Technology73.26%
Communication Services16.87%
Industrials2.05%
Consumer Cyclical1.82%
Asset Allocation
Asset ClassValue
Cash5.88%
Equity94.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
22%₹425 Cr2,547,700
Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL
10%₹183 Cr8,395
↑ 1,500
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH
8%₹159 Cr1,393,774
↑ 97,800
Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 15 | 532755
7%₹134 Cr909,735
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
6%₹112 Cr328,911
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 May 20 | 540005
6%₹108 Cr161,100
↑ 58,100
Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT
5%₹101 Cr41,590
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
4%₹77 Cr1,130,130
NVIDIA Corp (Technology)
Equity, Since 30 Apr 21 | NVDA
3%₹64 Cr34,300
↑ 14,700
Persistent Systems Ltd (Technology)
Equity, Since 31 Aug 20 | PERSISTENT
3%₹57 Cr144,100

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 20.1% 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 (02 Dec 21) ₹355.425 ↑ 4.87   (1.39 %)
Net Assets (Cr) ₹721 on 31 Oct 21
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.51
Sharpe Ratio 3.56
Information Ratio 0.11
Alpha Ratio 14.29
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 Nov 16₹10,000
30 Nov 17₹11,630
30 Nov 18₹13,764
30 Nov 19₹14,713
30 Nov 20₹21,595
30 Nov 21₹31,824

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 3 Dec 21

DurationReturns
1 Month 2%
3 Month 3.6%
6 Month 25.2%
1 Year 46.7%
3 Year 32.9%
5 Year 26.8%
10 Year
15 Year
Since launch 20.1%
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 0714.68 Yr.
Varun Sharma30 Nov 155.93 Yr.
Mayank Bukrediwala24 Aug 201.19 Yr.

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

Equity Sector Allocation
SectorValue
Technology61.75%
Communication Services17.22%
Consumer Cyclical9.22%
Industrials1.52%
Basic Materials0.57%
Financial Services0.54%
Real Estate0.18%
Health Care0.1%
Asset Allocation
Asset ClassValue
Cash8.52%
Equity91.18%
Other0.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
18%₹130 Cr778,984
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
10%₹71 Cr209,047
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
9%₹67 Cr589,055
↑ 9,055
Franklin Technology I Acc USD
Investment Fund | -
9%₹62 Cr116,868
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
7%₹51 Cr739,623
↑ 139,623
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI
6%₹44 Cr73,229
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
5%₹35 Cr239,424
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
3%₹24 Cr1,811,572
↑ 488,954
MakeMyTrip Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | MMYT
3%₹19 Cr82,135
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 30 Nov 18 | 2330
2%₹12 Cr78,000

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 19.9% 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 (02 Dec 21) ₹59.6496 ↑ 0.73   (1.24 %)
Net Assets (Cr) ₹4,187 on 31 Oct 21
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.59
Sharpe Ratio 1.61
Information Ratio -0.33
Alpha Ratio -6.79
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 16₹10,000
30 Nov 17₹11,946
30 Nov 18₹13,704
30 Nov 19₹16,701
30 Nov 20₹23,713
30 Nov 21₹29,496

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 ₹556,833.
Net Profit of ₹256,833
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 3 Dec 21

DurationReturns
1 Month -2.8%
3 Month -0.6%
6 Month 15.1%
1 Year 22.6%
3 Year 28.3%
5 Year 24.2%
10 Year
15 Year
Since launch 19.9%
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
Sandeep Manam18 Oct 210.04 Yr.

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

Equity Sector Allocation
SectorValue
Technology34.79%
Consumer Cyclical15.06%
Health Care14.62%
Financial Services12.26%
Communication Services7.25%
Real Estate3.89%
Industrials3.39%
Consumer Defensive2.14%
Basic Materials1.27%
Utility0.43%
Asset Allocation
Asset ClassValue
Cash1.59%
Equity96.19%
Other2.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹4,186 Cr6,308,784
↑ 75,017
Call, Cash & Other Assets
Net Current Assets | -
0%₹1 Cr

7. 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 21.2% 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 (03 Dec 21) ₹104.597 ↑ 0.29   (0.27 %)
Net Assets (Cr) ₹10,626 on 31 Oct 21
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 3.82
Information Ratio 0.26
Alpha Ratio 1.77
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 Nov 16₹10,000
30 Nov 17₹16,050
30 Nov 18₹13,502
30 Nov 19₹14,666
30 Nov 20₹18,276
30 Nov 21₹28,349

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 ₹543,623.
Net Profit of ₹243,623
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 3 Dec 21

DurationReturns
1 Month -0.1%
3 Month 8.2%
6 Month 17.1%
1 Year 53.4%
3 Year 28.4%
5 Year 23.7%
10 Year
15 Year
Since launch 21.2%
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 137.96 Yr.

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

Equity Sector Allocation
SectorValue
Industrials39.73%
Consumer Cyclical21.6%
Basic Materials17.26%
Consumer Defensive6.75%
Financial Services3.26%
Health Care3.14%
Communication Services0.38%
Asset Allocation
Asset ClassValue
Cash6.81%
Equity93.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | 513375
4%₹420 Cr5,008,334
↓ -77,618
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 540203
4%₹401 Cr1,621,987
↑ 291,987
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
4%₹384 Cr4,000,000
Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 531531
4%₹381 Cr2,846,666
Finolex Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | FINPIPE
4%₹374 Cr17,000,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
3%₹332 Cr1,000,000
V-Guard Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | 532953
3%₹326 Cr12,689,795
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 522074
3%₹321 Cr16,129,477
V-Mart Retail Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | 534976
3%₹304 Cr749,336
Triveni Turbine Ltd (Industrials)
Equity, Since 31 Jan 19 | 533655
3%₹296 Cr15,435,443
↑ 40,123

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 20.8% since its launch.  Ranked 6 in Small Cap category.  Return for 2020 was 29.2% , 2019 was -2.5% and 2018 was -16.7% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (03 Dec 21) ₹83.1776 ↑ 0.16   (0.20 %)
Net Assets (Cr) ₹17,197 on 31 Oct 21
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio 4.16
Information Ratio 0.64
Alpha Ratio 11.5
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 Nov 16₹10,000
30 Nov 17₹15,120
30 Nov 18₹13,260
30 Nov 19₹12,891
30 Nov 20₹15,672
30 Nov 21₹27,509

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 ₹543,623.
Net Profit of ₹243,623
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 3 Dec 21

DurationReturns
1 Month 0.9%
3 Month 5.9%
6 Month 21.8%
1 Year 74.7%
3 Year 28.2%
5 Year 23.3%
10 Year
15 Year
Since launch 20.8%
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 174.83 Yr.
Kinjal Desai25 May 183.44 Yr.

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

Equity Sector Allocation
SectorValue
Industrials24.74%
Basic Materials19.76%
Consumer Cyclical14.38%
Technology11.12%
Consumer Defensive10.67%
Financial Services10.32%
Health Care4.13%
Communication Services2.51%
Real Estate0.41%
Utility0.24%
Asset Allocation
Asset ClassValue
Cash1.53%
Equity98.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 16 | 506401
3%₹578 Cr2,590,740
↓ -359,260
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | 540762
3%₹460 Cr3,296,395
Birla Corp Ltd (Basic Materials)
Equity, Since 31 May 18 | 500335
3%₹436 Cr2,850,086
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Jan 15 | 532497
2%₹355 Cr3,170,619
Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | 500031
2%₹339 Cr3,062,071
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | 532504
2%₹338 Cr1,011,721
Orient Electric Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 May 18 | 541301
2%₹336 Cr9,706,033
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | 500038
2%₹317 Cr9,703,493
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | 540699
2%₹300 Cr600,000
KPIT Technologies Ltd (Technology)
Equity, Since 30 Jun 19 | 542651
2%₹299 Cr9,676,281

9. 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 19.7% 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 (03 Dec 21) ₹69.46 ↓ -0.39   (-0.56 %)
Net Assets (Cr) ₹15,988 on 31 Oct 21
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 3.73
Information Ratio 0.71
Alpha Ratio 7.92
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
30 Nov 16₹10,000
30 Nov 17₹13,395
30 Nov 18₹13,919
30 Nov 19₹16,004
30 Nov 20₹19,222
30 Nov 21₹27,710

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 ₹543,623.
Net Profit of ₹243,623
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 3 Dec 21

DurationReturns
1 Month -2%
3 Month 1.7%
6 Month 17.8%
1 Year 44.9%
3 Year 26.3%
5 Year 23.2%
10 Year
15 Year
Since launch 19.7%
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 164.94 Yr.
Hitesh Das18 Dec 200.87 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services18.14%
Consumer Cyclical17.66%
Technology15.09%
Industrials12.38%
Basic Materials10.35%
Health Care7.16%
Consumer Defensive5.47%
Utility3.87%
Communication Services2.04%
Asset Allocation
Asset ClassValue
Cash6.39%
Equity93.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
4%₹696 Cr11,323,500
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
4%₹689 Cr8,588,750
↑ 893,750
Coforge Ltd (Technology)
Equity, Since 31 May 20 | 532541
3%₹547 Cr1,123,713
MindTree Ltd (Technology)
Equity, Since 31 Dec 19 | 532819
3%₹515 Cr1,146,323
↓ -140,000
Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
3%₹512 Cr2,344,974
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 500034
3%₹492 Cr665,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK
3%₹492 Cr3,105,500
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
3%₹491 Cr1,060,000
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 20 | CROMPTON
3%₹482 Cr10,359,953
Mphasis Ltd (Technology)
Equity, Since 30 Apr 18 | 526299
3%₹476 Cr1,470,000

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 18.3% 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 (03 Dec 21) ₹166.538 ↑ 0.36   (0.21 %)
Net Assets (Cr) ₹6,180 on 31 Oct 21
Category Equity - Small Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 4.63
Information Ratio 1.6
Alpha Ratio 20.68
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.

DateValue
30 Nov 16₹10,000
30 Nov 17₹13,243
30 Nov 18₹11,226
30 Nov 19₹11,877
30 Nov 20₹15,241
30 Nov 21₹27,179

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 ₹543,623.
Net Profit of ₹243,623
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 3 Dec 21

DurationReturns
1 Month 0.6%
3 Month 7.5%
6 Month 22.7%
1 Year 76.4%
3 Year 34.7%
5 Year 23%
10 Year
15 Year
Since launch 18.3%
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 1011.79 Yr.

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

Equity Sector Allocation
SectorValue
Industrials34.2%
Consumer Cyclical26.32%
Basic Materials19.92%
Technology5.26%
Financial Services4.7%
Consumer Defensive1.63%
Health Care1.42%
Real Estate1.13%
Energy0.54%
Asset Allocation
Asset ClassValue
Cash4.88%
Equity95.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Century Plyboards (India) Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 532548
6%₹351 Cr6,507,045
↓ -8,760
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | 513375
4%₹263 Cr3,132,554
↑ 49,415
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | 540203
4%₹240 Cr969,285
↑ 56,131
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹208 Cr529,948
↓ -10,846
Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 540935
3%₹205 Cr650,103
↑ 7,345
Supreme Industries Ltd (Industrials)
Equity, Since 31 May 14 | 509930
3%₹198 Cr849,578
↑ 152,522
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 520111
3%₹193 Cr898,561
↑ 61,621
Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO
3%₹190 Cr1,978,982
Somany Ceramics Ltd (Industrials)
Equity, Since 31 Jan 21 | 531548
3%₹182 Cr2,377,258
↑ 75,349
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 18 | AMBER
3%₹163 Cr491,595
↑ 20,000

11. 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 20.9% 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 (03 Dec 21) ₹50.4917 ↓ -0.04   (-0.07 %)
Net Assets (Cr) ₹17,220 on 31 Oct 21
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 6.28
Information Ratio 0.86
Alpha Ratio 31.32
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 16₹10,000
30 Nov 17₹12,593
30 Nov 18₹12,909
30 Nov 19₹14,632
30 Nov 20₹18,620
30 Nov 21₹27,659

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 3 Dec 21

DurationReturns
1 Month -0.3%
3 Month 4.8%
6 Month 21.8%
1 Year 47.6%
3 Year 29%
5 Year 22.9%
10 Year
15 Year
Since launch 20.9%
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 165.76 Yr.
Rajeev Thakkar24 May 138.44 Yr.
Raunak Onkar24 May 138.44 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services33.98%
Technology18.69%
Communication Services15.12%
Consumer Cyclical14.93%
Consumer Defensive7.41%
Utility3.67%
Health Care3.28%
Asset Allocation
Asset ClassValue
Cash2.92%
Equity97.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Alphabet Inc Class A (Communication Services)
Equity, Since 31 May 21 | GOOGL
9%₹1,569 Cr71,838
↑ 5,437
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 500490
8%₹1,455 Cr3,012,835
↑ 121,669
Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSFT
8%₹1,344 Cr553,487
↑ 50,540
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
7%₹1,277 Cr57,196,067
Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN
7%₹1,249 Cr48,384
↑ 4,509
Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Jul 20 | 540750
6%₹1,044 Cr14,735,528
Meta Platforms Inc Class A (Communication Services)
Equity, Since 31 Jul 17 | FB
6%₹1,035 Cr436,016
↑ 44,790
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO
5%₹827 Cr3,111,326
↑ 310,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK
5%₹819 Cr10,215,614
↑ 2,350,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532215
5%₹789 Cr10,639,094
↑ 3,575,000

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

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.

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FAQs

1. What are mutual funds?

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

2. What are the different types of mutual funds?

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

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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