Table of Contents
Top 11 Funds
SIP Mutual Funds (or top 11 SIP Mutual Funds) are funds that adhere to the simple formula of periodic investment to avoid nervous selling during the inevitable ups and downs of the stock market.
Typically, SIP or Systematic Investment plan is a mode to invest money in Mutual Funds. Investing in top 11 SIP Mutual Funds brings a systematic and disciplined approach to your investment. It reduces your effort to manage your investment on daily Basis. Moreover, it offers leverage of the Power of Compounding leading to desired returns over time.
There are different Types of Mutual Funds for SIP that include equity, debt, balanced, ultra-short term funds, etc. However, Equity Mutual Funds offer maximum returns when invested via a SIP. Financial advisors suggest that, the investors must invest in best mutual funds for SIP basis their investment objectives and the period of SIP investment.
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
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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.
Choose a SIP investment suiting your Financial goals. For example, if your goal is short-term (if want to buy a car in the next 2 years), you should invest in debt mutual fund. And, if your goal is long-term (like Retirement planning) then prefer investing in Equity Mutual Funds.
This will ensure that you invest a right amount of money for a right period of time.
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.
Make a wise investment choice by consulting a financial advisor or by choosing Best SIP Plans offered by various online investment platforms.
The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America. Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life New Millennium Fund) A multi-sector open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity, focusing on investing in technology and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other technology enabled companies. The secondary objective is income generation and distribution of dividend. Aditya Birla Sun Life Digital India Fund is a Equity - Sectoral fund was launched on 15 Jan 00. It is a fund with High risk and has given a Below is the key information for Aditya Birla Sun Life Digital India Fund Returns up to 1 year are on The investment objective of the scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. However, there can be no assurance that the investment objective of the Scheme will be realized. SBI Banking & Financial Services Fund is a Equity - Sectoral fund was launched on 26 Feb 15. It is a fund with High risk and has given a Below is the key information for SBI Banking & Financial Services Fund Returns up to 1 year are on The investment objective of the scheme is to generate income and capital appreciation from a portfolio primarily investing in Indian equities and equity related securities of large cap and mid cap companies at the time of investment. From time to time, the fund manager may also seek participation in other Indian equity and equity related securities to achieve optimal Portfolio construction. The Scheme does not guarantee or assure any returns. Mirae Asset Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 9 Jul 10. It is a fund with Moderately High risk and has given a Below is the key information for Mirae Asset Emerging Bluechip Fund Returns up to 1 year are on To generate long-term capital appreciation for you from a portfolio made up predominantly of equity and equity-related securities of technology intensive companies. ICICI Prudential Technology Fund is a Equity - Sectoral fund was launched on 3 Mar 00. It is a fund with High risk and has given a Below is the key information for ICICI Prudential Technology Fund Returns up to 1 year are on The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in Information Technology Sector in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns. TATA Digital India Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a Below is the key information for TATA Digital India Fund Returns up to 1 year are on To provide long-term capital appreciation by predominantly investing in equity and equity related securities of technology and technology related companies. Franklin India Technology Fund is a Equity - Sectoral fund was launched on 22 Aug 98. It is a fund with High risk and has given a Below is the key information for Franklin India Technology Fund Returns up to 1 year are on The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in the Banking and Financial Services sector in India. TATA Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a Below is the key information for TATA Banking and Financial Services Fund Returns up to 1 year are on (Erstwhile SBI Small & Midcap Fund) The Scheme seeks to generate income and long term capital appreciation by
investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. It is a fund with Moderately High risk and has given a Below is the key information for SBI Small Cap Fund Returns up to 1 year are on (Erstwhile 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 Below is the key information for IIFL Focused Equity Fund Returns up to 1 year are on The primary investment objective of Reliance US Equity Opportunities Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on recognized stock exchanges in the US and the secondary objective is to generate consistent returns by investing in debt and money market securities in India. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved. Nippon India US Equity Opportunites Fund is a Equity - Global fund was launched on 23 Jul 15. It is a fund with High risk and has given a Below is the key information for Nippon India US Equity Opportunites Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2020 (%) Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹49.4945
↑ 0.21 ₹2,723 500 3.9 13.3 36.8 24.5 21.3 45.2 Aditya Birla Sun Life Digital India Fund Growth ₹90.98
↑ 0.59 ₹861 1,000 21.6 54.3 57.4 25.3 21.2 59 SBI Banking & Financial Services Fund Growth ₹21.8385
↑ 0.42 ₹2,095 500 29.3 41.6 7.9 11.1 20.9 4.8 Mirae Asset Emerging Bluechip Fund Growth ₹74.382
↑ 1.22 ₹14,302 0 24.6 37.1 24.6 11.6 20.6 22.4 ICICI Prudential Technology Fund Growth ₹102.16
↑ 0.53 ₹1,185 100 21.4 61.5 68.6 26.9 20.6 70.6 TATA Digital India Fund Growth ₹24.7534
↑ 0.21 ₹813 500 20.9 54.6 56.6 26.9 20.1 54.8 Franklin India Technology Fund Growth ₹273.988
↓ -3.72 ₹472 500 20.1 43.7 57.8 25.3 20 56.8 TATA Banking and Financial Services Fund Growth ₹22.9163
↑ 0.44 ₹615 500 27.2 37 5.6 9.2 19 2.7 SBI Small Cap Fund Growth ₹73.6772
↑ 1.07 ₹6,628 500 26.1 47.1 30.9 5.1 18.9 33.6 IIFL Focused Equity Fund Growth ₹23.3726
↑ 0.37 ₹1,353 1,000 24.1 36.4 25.8 14.7 18.6 23.8 Nippon India US Equity Opportunites Fund Growth ₹21.1601
↓ -0.08 ₹254 100 8 10 18.3 18.2 18.5 22.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 21 200 Crore
in Equity Category of mutual funds ordered based on 5 year calendar year returns.
1. Franklin India Feeder - Franklin U S Opportunities Fund
CAGR/Annualized
return of 19.6% since its launch. Ranked 6 in Global
category. Return for 2020 was 45.2% , 2019 was 34.2% and 2018 was 6.5% . Franklin India Feeder - Franklin U S Opportunities Fund
Growth Launch Date 6 Feb 12 NAV (18 Jan 21) ₹49.4945 ↑ 0.21 (0.43 %) Net Assets (Cr) ₹2,723 on 31 Dec 20 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.56 Sharpe Ratio 1.58 Information Ratio 0.19 Alpha Ratio 5.08 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-3 Years (1%),3 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 15 ₹10,000 31 Dec 16 ₹9,923 31 Dec 17 ₹11,721 31 Dec 18 ₹12,482 31 Dec 19 ₹16,751 31 Dec 20 ₹24,326 Returns for Franklin India Feeder - Franklin U S Opportunities Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 18 Jan 21 Duration Returns 1 Month -1.5% 3 Month 3.9% 6 Month 13.3% 1 Year 36.8% 3 Year 24.5% 5 Year 21.3% 10 Year 15 Year Since launch 19.6% Historical performance (Yearly) on absolute basis
Year Returns 2020 45.2% 2019 34.2% 2018 6.5% 2017 18.1% 2016 -0.8% 2015 8.8% 2014 8.4% 2013 55.2% 2012 2011 Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
Name Since Tenure Mayank Bukrediwala 24 Aug 20 0.35 Yr. Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Dec 20
Equity Sector Allocation
Sector Value Technology 28.21% Health Care 15.48% Financial Services 13.29% Consumer Cyclical 12.31% Communication Services 8.06% Industrials 5.96% Real Estate 4.94% Consumer Defensive 2.75% Basic Materials 1.3% Utility 0.35% Asset Allocation
Asset Class Value Cash 3.36% Equity 93.33% Other 3.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin US Opportunities I(acc)USD
Investment Fund | -100% ₹2,718 Cr 5,070,258
↑ 188,608 Call, Cash & Other Assets
Net Current Assets | -0% ₹5 Cr 2. Aditya Birla Sun Life Digital India Fund
CAGR/Annualized
return of 11.1% since its launch. Ranked 33 in Sectoral
category. Return for 2020 was 59% , 2019 was 9.6% and 2018 was 15.6% . Aditya Birla Sun Life Digital India Fund
Growth Launch Date 15 Jan 00 NAV (19 Jan 21) ₹90.98 ↑ 0.59 (0.65 %) Net Assets (Cr) ₹861 on 31 Dec 20 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 2.6 Sharpe Ratio 1.47 Information Ratio 0.5 Alpha Ratio 6.02 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 15 ₹10,000 31 Dec 16 ₹9,653 31 Dec 17 ₹11,810 31 Dec 18 ₹13,656 31 Dec 19 ₹14,963 31 Dec 20 ₹23,795 Returns for Aditya Birla Sun Life Digital India Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 18 Jan 21 Duration Returns 1 Month 9.6% 3 Month 21.6% 6 Month 54.3% 1 Year 57.4% 3 Year 25.3% 5 Year 21.2% 10 Year 15 Year Since launch 11.1% Historical performance (Yearly) on absolute basis
Year Returns 2020 59% 2019 9.6% 2018 15.6% 2017 22.4% 2016 -3.5% 2015 11.2% 2014 21.1% 2013 50.2% 2012 3.7% 2011 -21.8% Fund Manager information for Aditya Birla Sun Life Digital India Fund
Name Since Tenure Kunal Sangoi 15 Jan 14 6.97 Yr. Data below for Aditya Birla Sun Life Digital India Fund as on 31 Dec 20
Equity Sector Allocation
Sector Value Technology 72.92% Communication Services 14.28% Industrials 9.77% Asset Allocation
Asset Class Value Cash 3.03% Equity 96.96% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY25% ₹217 Cr 1,724,259
↑ 64,563 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS11% ₹92 Cr 322,076
↑ 41,479 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH8% ₹67 Cr 709,931
↑ 142,924 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 5327557% ₹63 Cr 642,992 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL7% ₹58 Cr 1,146,907
↑ 256,493 Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT5% ₹39 Cr 769,609 Just Dial Ltd (Communication Services)
Equity, Since 30 Sep 19 | 5356484% ₹38 Cr 603,953 Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Jun 18 | 5171744% ₹30 Cr 8,159 Apple Inc (Technology)
Equity, Since 30 Nov 18 | AAPL3% ₹24 Cr 24,481 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT3% ₹24 Cr 156,326
↑ 5,000 3. SBI Banking & Financial Services Fund
CAGR/Annualized
return of 14.2% since its launch. Return for 2020 was 4.8% , 2019 was 20.7% and 2018 was 9.5% . SBI Banking & Financial Services Fund
Growth Launch Date 26 Feb 15 NAV (19 Jan 21) ₹21.8385 ↑ 0.42 (1.96 %) Net Assets (Cr) ₹2,095 on 31 Dec 20 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating Risk High Expense Ratio 2.44 Sharpe Ratio 0.26 Information Ratio -0.32 Alpha Ratio 0.39 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 15 ₹10,000 31 Dec 16 ₹11,702 31 Dec 17 ₹16,465 31 Dec 18 ₹18,035 31 Dec 19 ₹21,773 31 Dec 20 ₹22,826 Returns for SBI Banking & Financial Services Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 18 Jan 21 Duration Returns 1 Month 5.6% 3 Month 29.3% 6 Month 41.6% 1 Year 7.9% 3 Year 11.1% 5 Year 20.9% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2020 4.8% 2019 20.7% 2018 9.5% 2017 40.7% 2016 17% 2015 2014 2013 2012 2011 Fund Manager information for SBI Banking & Financial Services Fund
Name Since Tenure Milind Agrawal 1 Aug 19 1.42 Yr. Data below for SBI Banking & Financial Services Fund as on 31 Dec 20
Equity Sector Allocation
Sector Value Financial Services 98.29% Asset Allocation
Asset Class Value Cash 0.65% Equity 99.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK26% ₹536 Cr 3,728,360 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK14% ₹298 Cr 5,575,814 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | KOTAKBANK11% ₹232 Cr 1,165,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN10% ₹202 Cr 7,335,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 5322159% ₹191 Cr 3,077,122 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | 5407164% ₹92 Cr 605,000 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Sep 19 | 5333983% ₹72 Cr 592,665
↑ 225,000 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 19 | M&MFIN3% ₹69 Cr 3,960,000
↑ 800,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Aug 19 | CHOLAFIN3% ₹66 Cr 1,700,000 ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 19 | 5401332% ₹49 Cr 975,000 4. Mirae Asset Emerging Bluechip Fund
CAGR/Annualized
return of 21% since its launch. Return for 2020 was 22.4% , 2019 was 14.7% and 2018 was -5.4% . Mirae Asset Emerging Bluechip Fund
Growth Launch Date 9 Jul 10 NAV (19 Jan 21) ₹74.382 ↑ 1.22 (1.66 %) Net Assets (Cr) ₹14,302 on 31 Dec 20 Category Equity - Large & Mid Cap AMC Mirae Asset Global Inv (India) Pvt. Ltd Rating Risk Moderately High Expense Ratio 1.61 Sharpe Ratio 0.63 Information Ratio 0.92 Alpha Ratio 1.61 Min Investment 5,000 Min SIP Investment 0 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 15 ₹10,000 31 Dec 16 ₹11,217 31 Dec 17 ₹16,714 31 Dec 18 ₹15,808 31 Dec 19 ₹18,135 31 Dec 20 ₹22,196 Returns for Mirae Asset Emerging Bluechip Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 18 Jan 21 Duration Returns 1 Month 7% 3 Month 24.6% 6 Month 37.1% 1 Year 24.6% 3 Year 11.6% 5 Year 20.6% 10 Year 15 Year Since launch 21% Historical performance (Yearly) on absolute basis
Year Returns 2020 22.4% 2019 14.7% 2018 -5.4% 2017 49% 2016 12.2% 2015 14.1% 2014 84.6% 2013 8.6% 2012 45.6% 2011 -15.2% Fund Manager information for Mirae Asset Emerging Bluechip Fund
Name Since Tenure Neelesh Surana 9 Jul 10 10.49 Yr. Ankit Jain 31 Jan 19 1.92 Yr. Data below for Mirae Asset Emerging Bluechip Fund as on 31 Dec 20
Equity Sector Allocation
Sector Value Financial Services 33.98% Consumer Cyclical 9.97% Technology 9.76% Health Care 9.66% Industrials 8.41% Consumer Defensive 7.87% Basic Materials 7.1% Energy 4.94% Communication Services 3.39% Utility 2.06% Asset Allocation
Asset Class Value Cash 1.27% Equity 98.73% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK7% ₹1,018 Cr 7,090,544
↑ 140,000 ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK7% ₹938 Cr 17,524,841
↑ 662,500 Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY5% ₹766 Cr 6,097,584
↑ 48,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5322155% ₹693 Cr 11,165,088
↑ 905,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL3% ₹484 Cr 9,504,000 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 18 | 5002713% ₹424 Cr 6,283,046 State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN3% ₹407 Cr 14,810,277 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 19 | TCS3% ₹396 Cr 1,385,005 Voltas Ltd (Industrials)
Equity, Since 31 Dec 14 | VOLTAS2% ₹347 Cr 4,207,977 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE2% ₹326 Cr 1,644,196
↑ 245,000 5. ICICI Prudential Technology Fund
CAGR/Annualized
return of 11.8% since its launch. Ranked 37 in Sectoral
category. Return for 2020 was 70.6% , 2019 was 2.3% and 2018 was 19.1% . ICICI Prudential Technology Fund
Growth Launch Date 3 Mar 00 NAV (19 Jan 21) ₹102.16 ↑ 0.53 (0.52 %) Net Assets (Cr) ₹1,185 on 31 Dec 20 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 2.6 Sharpe Ratio 1.59 Information Ratio -0.49 Alpha Ratio 6.17 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 15 ₹10,000 31 Dec 16 ₹9,603 31 Dec 17 ₹11,505 31 Dec 18 ₹13,704 31 Dec 19 ₹14,026 31 Dec 20 ₹23,927 Returns for ICICI Prudential Technology Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 18 Jan 21 Duration Returns 1 Month 8.7% 3 Month 21.4% 6 Month 61.5% 1 Year 68.6% 3 Year 26.9% 5 Year 20.6% 10 Year 15 Year Since launch 11.8% Historical performance (Yearly) on absolute basis
Year Returns 2020 70.6% 2019 2.3% 2018 19.1% 2017 19.8% 2016 -4% 2015 3.9% 2014 26.3% 2013 62.6% 2012 17.1% 2011 -18.9% Fund Manager information for ICICI Prudential Technology Fund
Name Since Tenure Sankaran Naren 14 Jul 17 3.47 Yr. Priyanka Khandelwal 8 Jul 20 0.48 Yr. Vaibhav Dusad 2 May 20 0.67 Yr. Data below for ICICI Prudential Technology Fund as on 31 Dec 20
Equity Sector Allocation
Sector Value Technology 67.26% Communication Services 16.32% Industrials 9.44% Consumer Cyclical 1.26% Financial Services 0.83% Consumer Defensive 0.74% Health Care 0.53% Asset Allocation
Asset Class Value Cash 3.62% Equity 96.38% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY21% ₹247 Cr 1,966,037
↑ 40,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH8% ₹98 Cr 1,039,744
↑ 260,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 5327556% ₹73 Cr 749,505
↑ 126,374 Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT4% ₹48 Cr 317,847
↑ 79,802 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL4% ₹48 Cr 936,840
↓ -50,000 IndiaMART InterMESH Ltd (Communication Services)
Equity, Since 30 Jun 20 | 5427264% ₹43 Cr 66,804
↑ 4,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS3% ₹34 Cr 120,185 Cyient Ltd (Industrials)
Equity, Since 30 Jun 18 | CYIENT3% ₹34 Cr 657,374
↑ 52,966 Coforge Ltd (Technology)
Equity, Since 31 Jul 20 | 5325413% ₹32 Cr 118,903
↓ -10,000 Firstsource Solutions Ltd (Technology)
Equity, Since 31 Aug 20 | 5328093% ₹31 Cr 3,049,435
↓ -100,000 6. TATA Digital India Fund
CAGR/Annualized
return of 19.6% since its launch. Return for 2020 was 54.8% , 2019 was 7.5% and 2018 was 24.9% . TATA Digital India Fund
Growth Launch Date 28 Dec 15 NAV (19 Jan 21) ₹24.7534 ↑ 0.21 (0.85 %) Net Assets (Cr) ₹813 on 31 Dec 20 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 2.05 Sharpe Ratio 1.37 Information Ratio -0.65 Alpha Ratio -2.47 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-3 Months (0.25%),3 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 15 ₹10,000 31 Dec 16 ₹9,405 31 Dec 17 ₹11,251 31 Dec 18 ₹14,055 31 Dec 19 ₹15,105 31 Dec 20 ₹23,386 Returns for TATA Digital India Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 18 Jan 21 Duration Returns 1 Month 13.2% 3 Month 20.9% 6 Month 54.6% 1 Year 56.6% 3 Year 26.9% 5 Year 20.1% 10 Year 15 Year Since launch 19.6% Historical performance (Yearly) on absolute basis
Year Returns 2020 54.8% 2019 7.5% 2018 24.9% 2017 19.6% 2016 -6% 2015 2014 2013 2012 2011 Fund Manager information for TATA Digital India Fund
Name Since Tenure Rahul Singh 20 Apr 20 0.7 Yr. Meeta Shetty 20 Apr 20 0.7 Yr. Data below for TATA Digital India Fund as on 31 Dec 20
Equity Sector Allocation
Sector Value Technology 89.85% Industrials 2.64% Communication Services 2.07% Asset Allocation
Asset Class Value Cash 5.44% Equity 94.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY28% ₹230 Cr 1,830,000
↑ 125,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS11% ₹90 Cr 314,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH9% ₹75 Cr 794,000
↑ 41,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT9% ₹71 Cr 470,363
↑ 60,000 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 5327556% ₹51 Cr 525,000 Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 5076856% ₹45 Cr 1,176,000 MindTree Ltd (Technology)
Equity, Since 31 Jul 19 | 5328195% ₹41 Cr 245,000 Birlasoft Ltd (Technology)
Equity, Since 31 Jul 20 | 5324004% ₹31 Cr 1,240,000 KPIT Technologies Ltd (Technology)
Equity, Since 31 Jan 19 | 5426513% ₹24 Cr 1,665,000 Tata Elxsi Ltd (Technology)
Equity, Since 31 May 20 | 5004083% ₹23 Cr 124,000 7. Franklin India Technology Fund
CAGR/Annualized
return of 19.6% since its launch. Ranked 41 in Sectoral
category. Return for 2020 was 56.8% , 2019 was 12.4% and 2018 was 11.9% . Franklin India Technology Fund
Growth Launch Date 22 Aug 98 NAV (18 Jan 21) ₹273.988 ↓ -3.72 (-1.34 %) Net Assets (Cr) ₹472 on 31 Dec 20 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk High Expense Ratio 2.46 Sharpe Ratio 1.56 Information Ratio 0.57 Alpha Ratio 7.25 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 15 ₹10,000 31 Dec 16 ₹9,737 31 Dec 17 ₹11,595 31 Dec 18 ₹12,978 31 Dec 19 ₹14,587 31 Dec 20 ₹22,867 Returns for Franklin India Technology Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 18 Jan 21 Duration Returns 1 Month 8.1% 3 Month 20.1% 6 Month 43.7% 1 Year 57.8% 3 Year 25.3% 5 Year 20% 10 Year 15 Year Since launch 19.6% Historical performance (Yearly) on absolute basis
Year Returns 2020 56.8% 2019 12.4% 2018 11.9% 2017 19.1% 2016 -2.6% 2015 3.8% 2014 16.8% 2013 53.3% 2012 0.3% 2011 -15.5% Fund Manager information for Franklin India Technology Fund
Name Since Tenure Anand Radhakrishnan 3 Mar 07 13.84 Yr. Varun Sharma 30 Nov 15 5.09 Yr. Mayank Bukrediwala 24 Aug 20 0.35 Yr. Data below for Franklin India Technology Fund as on 31 Dec 20
Equity Sector Allocation
Sector Value Technology 67.78% Communication Services 17.28% Consumer Cyclical 4.7% Industrials 2.36% Financial Services 0.64% Real Estate 0.24% Health Care 0.11% Asset Allocation
Asset Class Value Cash 6.7% Equity 93.14% Other 0.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY25% ₹119 Cr 945,647 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS10% ₹49 Cr 170,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH9% ₹43 Cr 450,000 Franklin Technology I Acc USD
Investment Fund | -8% ₹37 Cr 91,868 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL6% ₹31 Cr 600,000 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI5% ₹22 Cr 46,300 Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 5327555% ₹21 Cr 220,000 MakeMyTrip Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | MMYT3% ₹13 Cr 60,135 Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 30 Nov 18 | 23303% ₹12 Cr 88,000 Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 30 Apr 19 | 5400052% ₹11 Cr 31,000 8. TATA Banking and Financial Services Fund
CAGR/Annualized
return of 17.8% since its launch. Return for 2020 was 2.7% , 2019 was 25.7% and 2018 was -0.1% . TATA Banking and Financial Services Fund
Growth Launch Date 28 Dec 15 NAV (19 Jan 21) ₹22.9163 ↑ 0.44 (1.96 %) Net Assets (Cr) ₹615 on 31 Dec 20 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 2.5 Sharpe Ratio 0.18 Information Ratio -0.63 Alpha Ratio -3.06 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-3 Months (0.25%),3 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 15 ₹10,000 31 Dec 16 ₹11,777 31 Dec 17 ₹17,078 31 Dec 18 ₹17,069 31 Dec 19 ₹21,452 31 Dec 20 ₹22,026 Returns for TATA Banking and Financial Services Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 18 Jan 21 Duration Returns 1 Month 5.5% 3 Month 27.2% 6 Month 37% 1 Year 5.6% 3 Year 9.2% 5 Year 19% 10 Year 15 Year Since launch 17.8% Historical performance (Yearly) on absolute basis
Year Returns 2020 2.7% 2019 25.7% 2018 -0.1% 2017 45% 2016 17.8% 2015 2014 2013 2012 2011 Fund Manager information for TATA Banking and Financial Services Fund
Name Since Tenure Sonam Udasi 1 Apr 16 4.75 Yr. Amey Sathe 18 Jun 18 2.54 Yr. Data below for TATA Banking and Financial Services Fund as on 31 Dec 20
Equity Sector Allocation
Sector Value Financial Services 98.21% Asset Allocation
Asset Class Value Cash 1.79% Equity 98.21% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | HDFCBANK20% ₹121 Cr 840,000
↓ -63,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK15% ₹95 Cr 1,782,000
↓ -27,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 17 | HDFC13% ₹77 Cr 302,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | KOTAKBANK9% ₹57 Cr 287,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 5322158% ₹50 Cr 800,000
↑ 70,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN6% ₹37 Cr 1,340,000
↑ 230,000 HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 19 | 5407775% ₹32 Cr 467,000
↑ 20,000 HDFC Asset Management Company Limited (Financial Services)
Equity, Since 31 Dec 19 | 5417293% ₹21 Cr 71,000
↓ -9,500 SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 20 | 5430663% ₹18 Cr 214,771
↓ -50,000 ICICI Securities Ltd (Financial Services)
Equity, Since 31 Oct 19 | 5411793% ₹18 Cr 387,000
↑ 260,000 9. SBI Small Cap Fund
CAGR/Annualized
return of 19.2% since its launch. Ranked 4 in Small Cap
category. Return for 2020 was 33.6% , 2019 was 6.1% and 2018 was -19.6% . SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (19 Jan 21) ₹73.6772 ↑ 1.07 (1.48 %) Net Assets (Cr) ₹6,628 on 31 Dec 20 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.29 Sharpe Ratio 0.86 Information Ratio 0.83 Alpha Ratio 2.34 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 15 ₹10,000 31 Dec 16 ₹10,129 31 Dec 17 ₹18,097 31 Dec 18 ₹14,546 31 Dec 19 ₹15,433 31 Dec 20 ₹20,621 Returns for SBI Small Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 18 Jan 21 Duration Returns 1 Month 5.1% 3 Month 26.1% 6 Month 47.1% 1 Year 30.9% 3 Year 5.1% 5 Year 18.9% 10 Year 15 Year Since launch 19.2% Historical performance (Yearly) on absolute basis
Year Returns 2020 33.6% 2019 6.1% 2018 -19.6% 2017 78.7% 2016 1.3% 2015 20.6% 2014 110.7% 2013 7.8% 2012 31.9% 2011 -24.3% Fund Manager information for SBI Small Cap Fund
Name Since Tenure R. Srinivasan 16 Nov 13 7.13 Yr. Data below for SBI Small Cap Fund as on 31 Dec 20
Equity Sector Allocation
Sector Value Industrials 34.61% Consumer Cyclical 20.64% Basic Materials 17.35% Consumer Defensive 7.47% Financial Services 6.49% Health Care 4.79% Technology 2.03% Communication Services 1.66% Asset Allocation
Asset Class Value Cash 4.75% Equity 95.25% Top Securities Holdings / Portfolio
Name Holding Value Quantity Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 5220745% ₹337 Cr 22,000,000 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT5% ₹326 Cr 1,700,000
↓ -100,700 Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO4% ₹232 Cr 2,900,000 Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 5402033% ₹231 Cr 1,330,000 V-Guard Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | 5329533% ₹222 Cr 11,900,000 Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | 5084863% ₹217 Cr 370,000 Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | 5133753% ₹215 Cr 5,300,000 Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Dec 19 | NH3% ₹211 Cr 4,700,280 City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB3% ₹210 Cr 11,683,926
↓ -1,316,074 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 5325043% ₹206 Cr 790,000 10. IIFL Focused Equity Fund
CAGR/Annualized
return of 14.6% since its launch. Return for 2020 was 23.8% , 2019 was 27.3% and 2018 was -6.8% . IIFL Focused Equity Fund
Growth Launch Date 30 Oct 14 NAV (19 Jan 21) ₹23.3726 ↑ 0.37 (1.62 %) Net Assets (Cr) ₹1,353 on 31 Dec 20 Category Equity - Focused AMC IIFL Asset Management Limited Rating Risk Moderately High Expense Ratio 2.34 Sharpe Ratio 0.66 Information Ratio 0.5 Alpha Ratio 5.25 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.
Date Value 31 Dec 15 ₹10,000 31 Dec 16 ₹10,988 31 Dec 17 ₹14,280 31 Dec 18 ₹13,308 31 Dec 19 ₹16,942 31 Dec 20 ₹20,979 Returns for IIFL Focused Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 18 Jan 21 Duration Returns 1 Month 5.4% 3 Month 24.1% 6 Month 36.4% 1 Year 25.8% 3 Year 14.7% 5 Year 18.6% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis
Year Returns 2020 23.8% 2019 27.3% 2018 -6.8% 2017 30% 2016 9.9% 2015 1.8% 2014 2013 2012 2011 Fund Manager information for IIFL Focused Equity Fund
Name Since Tenure Mayur Patel 11 Nov 19 1.14 Yr. Data below for IIFL Focused Equity Fund as on 31 Dec 20
Equity Sector Allocation
Sector Value Financial Services 31.58% Consumer Cyclical 12.59% Technology 11.44% Health Care 11.17% Basic Materials 9.9% Energy 7.29% Communication Services 5.94% Industrials 2.83% Utility 2.46% Consumer Defensive 1.27% Asset Allocation
Asset Class Value Cash 3.53% Equity 96.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK10% ₹132 Cr 2,466,649 HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK6% ₹81 Cr 561,918 Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY6% ₹77 Cr 614,576 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000345% ₹71 Cr 134,988 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL5% ₹65 Cr 1,273,094
↑ 165,502 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 19 | CROMPTON5% ₹62 Cr 1,636,932 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 5322155% ₹61 Cr 985,100
↑ 202,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 20 | M&M4% ₹57 Cr 787,248
↑ 46,309 Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Dec 18 | 5400054% ₹56 Cr 152,967 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Oct 19 | 5001244% ₹52 Cr 99,687 11. Nippon India US Equity Opportunites Fund
CAGR/Annualized
return of 14.6% since its launch. Return for 2020 was 22.4% , 2019 was 31.8% and 2018 was 7.7% . Nippon India US Equity Opportunites Fund
Growth Launch Date 23 Jul 15 NAV (15 Jan 21) ₹21.1601 ↓ -0.08 (-0.38 %) Net Assets (Cr) ₹254 on 31 Dec 20 Category Equity - Global AMC Nippon Life Asset Management Ltd. Rating Risk High Expense Ratio 2.51 Sharpe Ratio 0.75 Information Ratio 0.15 Alpha Ratio -0.56 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 15 ₹10,000 31 Dec 16 ₹10,820 31 Dec 17 ₹12,649 31 Dec 18 ₹13,621 31 Dec 19 ₹17,955 31 Dec 20 ₹21,976 Returns for Nippon India US Equity Opportunites Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 18 Jan 21 Duration Returns 1 Month 0% 3 Month 8% 6 Month 10% 1 Year 18.3% 3 Year 18.2% 5 Year 18.5% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis
Year Returns 2020 22.4% 2019 31.8% 2018 7.7% 2017 16.9% 2016 8.2% 2015 2014 2013 2012 2011 Fund Manager information for Nippon India US Equity Opportunites Fund
Name Since Tenure Anju Chhajer 23 Jul 15 5.45 Yr. Kinjal Desai 25 May 18 2.61 Yr. Data below for Nippon India US Equity Opportunites Fund as on 31 Dec 20
Equity Sector Allocation
Sector Value Consumer Cyclical 19.15% Health Care 17.81% Communication Services 17.79% Technology 13.25% Financial Services 12.76% Energy 4.6% Asset Allocation
Asset Class Value Cash 14.63% Equity 85.37% Top Securities Holdings / Portfolio
Name Holding Value Quantity Mastercard Inc A (Financial Services)
Equity, Since 31 Jul 15 | MA8% ₹20 Cr 7,588
↑ 267 Microsoft Corp (Technology)
Equity, Since 30 Nov 18 | MSFT8% ₹20 Cr 12,076
↑ 343 IQVIA Holdings Inc (Healthcare)
Equity, Since 28 Feb 17 | IQV7% ₹17 Cr 13,051
↑ 371 Facebook Inc A (Communication Services)
Equity, Since 31 Oct 16 | FB6% ₹16 Cr 8,254
↓ -196 Alphabet Inc A (Communication Services)
Equity, Since 31 Jul 15 | GOOGL6% ₹15 Cr 1,209
↑ 50 Lowe's Companies Inc (Consumer Cyclical)
Equity, Since 30 Sep 16 | LOW6% ₹15 Cr 13,038
↑ 590 Booking Holdings Inc (Consumer Cyclical)
Equity, Since 31 Jul 15 | BKNG6% ₹14 Cr 878
↓ -67 Visa Inc Class A (Financial Services)
Equity, Since 31 Jan 17 | V5% ₹13 Cr 7,918
↓ -278 Enbridge Inc (Energy)
Equity, Since 31 Jan 18 | ENB5% ₹12 Cr 50,107
↑ 2,888 Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Mar 19 | AMZN5% ₹12 Cr 490
↓ -44
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