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11 Best performing SIPs for 2021 - Fincash

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11 Best Mutual Funds for SIP 2021

Updated on June 16, 2021 , 168866 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 ₹125.43
↓ -0.29
₹2,042 100 17.233.4131.131.224.770.6
Aditya Birla Sun Life Digital India Fund Growth ₹111.32
↓ -0.46
₹1,238 1,000 16.734.1113.430.424.459
TATA Digital India Fund Growth ₹29.5571
↓ -0.10
₹1,284 500 16.535.2111.327.923.554.8
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹55.142
↑ 1.55
₹3,205 500 11.71031.823.323.245.2
SBI Small Cap Fund Growth ₹89.5526
↓ -0.16
₹7,919 500 14.127.788.918.62233.6
SBI Technology Opportunities Fund Growth ₹122.677
↓ -0.04
₹665 500 1630.489.126.221.647.3
Nippon India Small Cap Fund Growth ₹69.6766
↓ -0.61
₹13,085 100 20.241.6108.617.321.329.2
Mirae Asset Emerging Bluechip Fund Growth ₹86.104
↓ -0.22
₹16,602 0 11.523.971.720.521.322.4
Franklin India Technology Fund Growth ₹300.076
↑ 3.43
₹545 500 6.519.777.324.520.856.8
DSP BlackRock Natural Resources and New Energy Fund Growth ₹51.122
↓ -0.41
₹589 500 23.8409815.320.611.5
Nippon India US Equity Opportunites Fund Growth ₹24.3872
↓ -0.16
₹407 100 6.815.530.520.520.222.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jun 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 12.6% 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 (18 Jun 21) ₹125.43 ↓ -0.29   (-0.23 %)
Net Assets (Cr) ₹2,042 on 30 Apr 21
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 3.36
Information Ratio -0.13
Alpha Ratio 23.02
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 May 16₹10,000
31 May 17₹9,630
31 May 18₹13,004
31 May 19₹14,042
31 May 20₹12,384
31 May 21₹28,194

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 ₹556,833.
Net Profit of ₹256,833
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 18 Jun 21

DurationReturns
1 Month 11.4%
3 Month 17.2%
6 Month 33.4%
1 Year 131.1%
3 Year 31.2%
5 Year 24.7%
10 Year
15 Year
Since launch 12.6%
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 173.8 Yr.
Priyanka Khandelwal8 Jul 200.81 Yr.
Vaibhav Dusad2 May 201 Yr.

Data below for ICICI Prudential Technology Fund as on 30 Apr 21

Equity Sector Allocation
SectorValue
Technology75.18%
Communication Services11.64%
Industrials7.92%
Consumer Cyclical0.83%
Consumer Defensive0.71%
Asset Allocation
Asset ClassValue
Cash3.71%
Equity96.29%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
22%₹457 Cr3,375,737
↑ 500,000
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 30 Sep 20 | HCLTECH
8%₹162 Cr1,805,744
↑ 490,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
7%₹152 Cr499,185
↑ 76,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
6%₹121 Cr1,257,674
Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT
5%₹101 Cr493,071
↑ 78,418
Cyient Ltd (Industrials)
Equity, Since 30 Jun 18 | CYIENT
4%₹71 Cr969,901
↑ 76,843
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 507685
3%₹68 Cr1,371,450
Coforge Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jul 20 | 532541
3%₹59 Cr206,593
↑ 38,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
2%₹48 Cr894,821
Indian Railway Catering And Tourism Corp Ltd (Industrials)
Equity, Since 31 Dec 20 | 542830
2%₹46 Cr255,609
↓ -6,000

2. Aditya Birla Sun Life Digital India Fund

(Erstwhile Aditya Birla Sun Life New Millennium Fund)

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

Aditya Birla Sun Life Digital India Fund is a Equity - Sectoral fund was launched on 15 Jan 00. It is a fund with High risk and has given a CAGR/Annualized return of 11.9% 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 (18 Jun 21) ₹111.32 ↓ -0.46   (-0.41 %)
Net Assets (Cr) ₹1,238 on 30 Apr 21
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 3.98
Information Ratio 0.51
Alpha Ratio 25.88
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 May 16₹10,000
31 May 17₹9,589
31 May 18₹13,515
31 May 19₹14,253
31 May 20₹13,378
31 May 21₹28,417

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 ₹556,833.
Net Profit of ₹256,833
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 18 Jun 21

DurationReturns
1 Month 11%
3 Month 16.7%
6 Month 34.1%
1 Year 113.4%
3 Year 30.4%
5 Year 24.4%
10 Year
15 Year
Since launch 11.9%
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 147.3 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 30 Apr 21

Equity Sector Allocation
SectorValue
Technology72.31%
Communication Services15.04%
Industrials9.58%
Asset Allocation
Asset ClassValue
Cash3.07%
Equity96.93%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
21%₹264 Cr1,950,259
↑ 156,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
9%₹112 Cr369,487
↑ 12,500
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
9%₹106 Cr1,104,943
↑ 115,000
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Dec 10 | HCLTECH
6%₹74 Cr818,931
↓ -25,000
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
5%₹65 Cr882,609
↑ 113,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
5%₹57 Cr1,066,937
↑ 18,000
Just Dial Ltd (Communication Services)
Equity, Since 30 Sep 19 | 535648
4%₹56 Cr633,953
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹39 Cr191,326
↑ 10,000
Wipro Ltd (Technology)
Equity, Since 31 Jan 21 | 507685
3%₹39 Cr789,307
↑ 475,000
Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Jun 18 | 517174
3%₹35 Cr8,159

3. 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 21.9% 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 (18 Jun 21) ₹29.5571 ↓ -0.10   (-0.34 %)
Net Assets (Cr) ₹1,284 on 30 Apr 21
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.05
Sharpe Ratio 2.9
Information Ratio -0.74
Alpha Ratio 9.76
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 May 16₹10,000
31 May 17₹8,865
31 May 18₹13,369
31 May 19₹14,475
31 May 20₹12,832
31 May 21₹26,698

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 ₹543,623.
Net Profit of ₹243,623
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 18 Jun 21

DurationReturns
1 Month 10.8%
3 Month 16.5%
6 Month 35.2%
1 Year 111.3%
3 Year 27.9%
5 Year 23.5%
10 Year
15 Year
Since launch 21.9%
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
Rahul Singh20 Apr 201.03 Yr.
Meeta Shetty20 Apr 201.03 Yr.
Venkat Samala26 Nov 200.43 Yr.

Data below for TATA Digital India Fund as on 30 Apr 21

Equity Sector Allocation
SectorValue
Technology81.13%
Communication Services8.79%
Industrials5.43%
Consumer Cyclical1%
Asset Allocation
Asset ClassValue
Cash3.64%
Equity96.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
21%₹275 Cr2,030,000
↑ 45,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
14%₹174 Cr572,126
↑ 151,000
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jan 16 | HCLTECH
8%₹108 Cr1,199,000
↑ 100,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
6%₹80 Cr835,000
↑ 125,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
6%₹77 Cr375,363
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 507685
5%₹67 Cr1,350,000
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Aug 20 | NAUKRI
4%₹53 Cr107,330
↑ 26,000
MindTree Ltd (Technology)
Equity, Since 31 Jul 19 | 532819
3%₹38 Cr181,000
↓ -32,000
Cyient Ltd (Industrials)
Equity, Since 28 Feb 21 | CYIENT
3%₹38 Cr517,000
↑ 72,000
Birlasoft Ltd (Technology)
Equity, Since 31 Jul 20 | 532400
3%₹37 Cr1,505,000

4. 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% 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 (17 Jun 21) ₹55.142 ↑ 1.55   (2.89 %)
Net Assets (Cr) ₹3,205 on 30 Apr 21
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.56
Sharpe Ratio 2.19
Information Ratio -0.36
Alpha Ratio 0.36
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 May 16₹10,000
31 May 17₹11,268
31 May 18₹14,141
31 May 19₹15,108
31 May 20₹20,105
31 May 21₹25,618

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 18 Jun 21

DurationReturns
1 Month 11.4%
3 Month 11.7%
6 Month 10%
1 Year 31.8%
3 Year 23.3%
5 Year 23.2%
10 Year
15 Year
Since launch 20%
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 200.68 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Apr 21

Equity Sector Allocation
SectorValue
Technology27.22%
Health Care16.43%
Financial Services15.64%
Consumer Cyclical13.33%
Communication Services8.57%
Industrials4.71%
Real Estate4.4%
Consumer Defensive3.25%
Basic Materials1.35%
Utility0.44%
Asset Allocation
Asset ClassValue
Cash0.38%
Equity95.99%
Other3.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹3,203 Cr5,600,357
↑ 87,623
Call, Cash & Other Assets
Net Current Assets | -
0%₹2 Cr

5. 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 20.5% 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 (18 Jun 21) ₹89.5526 ↓ -0.16   (-0.17 %)
Net Assets (Cr) ₹7,919 on 30 Apr 21
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.29
Sharpe Ratio 3.06
Information Ratio 0.71
Alpha Ratio -6.65
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 May 16₹10,000
31 May 17₹13,053
31 May 18₹17,100
31 May 19₹16,169
31 May 20₹13,536
31 May 21₹27,235

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 18 Jun 21

DurationReturns
1 Month 4.7%
3 Month 14.1%
6 Month 27.7%
1 Year 88.9%
3 Year 18.6%
5 Year 22%
10 Year
15 Year
Since launch 20.5%
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 137.46 Yr.

Data below for SBI Small Cap Fund as on 30 Apr 21

Equity Sector Allocation
SectorValue
Industrials36.8%
Basic Materials20.04%
Consumer Cyclical19.81%
Financial Services5.75%
Consumer Defensive5.19%
Health Care3.81%
Communication Services2.45%
Asset Allocation
Asset ClassValue
Cash5.44%
Equity93.85%
Debt0.21%
Other0.51%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 522074
5%₹413 Cr19,380,992
↓ -721,818
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
5%₹393 Cr1,400,000
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | 513375
4%₹290 Cr5,300,000
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 540203
3%₹271 Cr1,330,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 532504
3%₹271 Cr790,000
Rossari Biotech Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 20 | 543213
3%₹248 Cr2,016,798
↑ 502,008
Blue Star Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
3%₹245 Cr2,900,000
Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 531531
3%₹227 Cr2,846,666
Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Mar 19 | 541557
3%₹226 Cr790,000
↑ 379,368
V-Guard Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | 532953
3%₹223 Cr10,000,000
↓ -1,000,000

6. 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 22% 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 (18 Jun 21) ₹122.677 ↓ -0.04   (-0.03 %)
Net Assets (Cr) ₹665 on 30 Apr 21
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.62
Sharpe Ratio 3.37
Information Ratio 0.37
Alpha Ratio 13.62
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
31 May 16₹10,000
31 May 17₹9,437
31 May 18₹12,723
31 May 19₹14,003
31 May 20₹13,375
31 May 21₹24,755

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 ₹518,033.
Net Profit of ₹218,033
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 18 Jun 21

DurationReturns
1 Month 10.1%
3 Month 16%
6 Month 30.4%
1 Year 89.1%
3 Year 26.2%
5 Year 21.6%
10 Year
15 Year
Since launch 22%
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 119.92 Yr.

Data below for SBI Technology Opportunities Fund as on 30 Apr 21

Equity Sector Allocation
SectorValue
Technology73.75%
Communication Services14.95%
Industrials4.02%
Financial Services2.11%
Asset Allocation
Asset ClassValue
Cash5.18%
Equity94.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
25%₹165 Cr1,220,200
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Mar 06 | HCLTECH
9%₹58 Cr647,374
↑ 88,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
9%₹58 Cr191,411
Alphabet Inc A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL
8%₹54 Cr3,055
↑ 930
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
5%₹36 Cr673,130
Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 15 | 532755
5%₹34 Cr352,935
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Oct 20 | 532809
5%₹33 Cr2,955,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Aug 20 | PERSISTENT
4%₹29 Cr144,100
Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT
4%₹27 Cr14,690
Cyient Ltd (Industrials)
Equity, Since 30 Apr 20 | CYIENT
4%₹27 Cr362,150

7. 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 19.8% 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 (18 Jun 21) ₹69.6766 ↓ -0.61   (-0.87 %)
Net Assets (Cr) ₹13,085 on 30 Apr 21
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 3.45
Information Ratio 1.09
Alpha Ratio 1.17
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.

DateValue
31 May 16₹10,000
31 May 17₹14,095
31 May 18₹16,946
31 May 19₹15,842
31 May 20₹11,809
31 May 21₹26,020

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 18 Jun 21

DurationReturns
1 Month 6.9%
3 Month 20.2%
6 Month 41.6%
1 Year 108.6%
3 Year 17.3%
5 Year 21.3%
10 Year
15 Year
Since launch 19.8%
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 174.33 Yr.
Kinjal Desai25 May 182.94 Yr.

Data below for Nippon India Small Cap Fund as on 30 Apr 21

Equity Sector Allocation
SectorValue
Industrials22.73%
Basic Materials21.08%
Consumer Cyclical11.57%
Consumer Defensive11.43%
Technology9.71%
Financial Services7.98%
Health Care5.49%
Communication Services4.98%
Utility2.98%
Real Estate0.15%
Asset Allocation
Asset ClassValue
Cash1.86%
Equity98.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 16 | 506401
5%₹618 Cr3,310,268
↓ -538,000
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | 540762
3%₹410 Cr3,321,395
↓ -59,545
Bajaj Electricals Ltd (Utilities)
Equity, Since 31 Mar 16 | 500031
3%₹390 Cr3,390,926
↓ -75,811
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | 532504
3%₹381 Cr1,111,721
↓ -50,000
Orient Electric Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 May 18 | 541301
2%₹289 Cr10,706,033
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | 500038
2%₹277 Cr9,917,135
↑ 1,080,500
Birla Corp Ltd (Basic Materials)
Equity, Since 31 May 18 | 500335
2%₹262 Cr2,855,300
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | 540699
2%₹262 Cr623,042
Affle India Ltd (Communication Services)
Equity, Since 31 Jul 19 | 542752
2%₹259 Cr468,383
↓ -15,006
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 May 19 | 500800
2%₹241 Cr3,600,000

8. Mirae Asset Emerging Bluechip Fund

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 CAGR/Annualized return of 21.7% since its launch.  Return for 2020 was 22.4% , 2019 was 14.7% and 2018 was -5.4% .

Below is the key information for Mirae Asset Emerging Bluechip Fund

Mirae Asset Emerging Bluechip Fund
Growth
Launch Date 9 Jul 10
NAV (18 Jun 21) ₹86.104 ↓ -0.22   (-0.26 %)
Net Assets (Cr) ₹16,602 on 30 Apr 21
Category Equity - Large & Mid Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.61
Sharpe Ratio 3.07
Information Ratio 1.8
Alpha Ratio 3.79
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.

DateValue
31 May 16₹10,000
31 May 17₹14,163
31 May 18₹15,445
31 May 19₹17,025
31 May 20₹14,769
31 May 21₹26,514

Mirae Asset Emerging Bluechip Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for Mirae Asset Emerging Bluechip Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 21

DurationReturns
1 Month 4.2%
3 Month 11.5%
6 Month 23.9%
1 Year 71.7%
3 Year 20.5%
5 Year 21.3%
10 Year
15 Year
Since launch 21.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Neelesh Surana9 Jul 1010.82 Yr.
Ankit Jain31 Jan 192.25 Yr.

Data below for Mirae Asset Emerging Bluechip Fund as on 30 Apr 21

Equity Sector Allocation
SectorValue
Financial Services31.46%
Basic Materials12.2%
Consumer Cyclical11.92%
Health Care10.3%
Technology9.51%
Industrials8.2%
Consumer Defensive4.57%
Energy4.25%
Communication Services3.1%
Utility2.3%
Asset Allocation
Asset ClassValue
Cash0.99%
Equity99.01%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK
6%₹1,060 Cr17,654,841
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK
6%₹1,019 Cr7,214,044
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
5%₹823 Cr6,077,584
↓ -240,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
5%₹784 Cr10,970,088
State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN
3%₹564 Cr15,960,277
↑ 1,500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
3%₹514 Cr9,579,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 19 | TCS
3%₹464 Cr1,530,005
Voltas Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Dec 14 | VOLTAS
3%₹417 Cr4,354,282
↑ 146,305
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Dec 15 | TATASTEEL
2%₹386 Cr3,735,142
↓ -230,000
Gujarat State Petronet Ltd Shs Dematerialised (Utilities)
Equity, Since 31 Jan 19 | 532702
2%₹381 Cr14,140,910
↑ 385,100

9. 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 19.7% 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 (17 Jun 21) ₹300.076 ↑ 3.43   (1.16 %)
Net Assets (Cr) ₹545 on 30 Apr 21
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.46
Sharpe Ratio 3.36
Information Ratio 0.38
Alpha Ratio 14.93
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 May 16₹10,000
31 May 17₹9,980
31 May 18₹12,762
31 May 19₹13,733
31 May 20₹13,768
31 May 21₹24,246

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 ₹505,644.
Net Profit of ₹205,644
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 18 Jun 21

DurationReturns
1 Month 10.6%
3 Month 6.5%
6 Month 19.7%
1 Year 77.3%
3 Year 24.5%
5 Year 20.8%
10 Year
15 Year
Since launch 19.7%
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 0714.17 Yr.
Varun Sharma30 Nov 155.42 Yr.
Mayank Bukrediwala24 Aug 200.68 Yr.

Data below for Franklin India Technology Fund as on 30 Apr 21

Equity Sector Allocation
SectorValue
Technology71.56%
Communication Services15.19%
Consumer Cyclical4.38%
Industrials2.71%
Financial Services0.74%
Real Estate0.19%
Health Care0.09%
Consumer Defensive0.02%
Asset Allocation
Asset ClassValue
Cash4.86%
Equity94.9%
Other0.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
24%₹128 Cr945,647
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
9%₹52 Cr170,194
↑ 2,258
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 30 Jun 14 | HCLTECH
9%₹51 Cr570,000
↑ 100,000
Franklin Technology I Acc USD
Investment Fund | -
7%₹40 Cr91,868
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
6%₹32 Cr600,000
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI
5%₹29 Cr59,255
↑ 12,955
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
5%₹26 Cr270,000
Cyient Ltd (Industrials)
Equity, Since 31 Dec 06 | CYIENT
3%₹15 Cr200,000
Happiest Minds Technologies Ltd Ordinary Shares (Technology)
Equity, Since 30 Sep 20 | 543227
2%₹13 Cr180,000
NVIDIA Corp (Technology)
Equity, Since 30 Apr 19 | NVDA
2%₹12 Cr2,800

10. DSP BlackRock Natural Resources and New Energy Fund

To seek to generate capital appreciation and provide long term growth opportunities by investing in equity and equity related securities of companies domiciled in India whose predominant economic activity is in the (a) discovery, development, production, or distribution of natural resources, viz., energy, mining etc; (b) alternative energy and energy technology sectors, with emphasis given to renewable energy, automotive and on-site power generation, energy storage and enabling energy technologies. also invest a certain portion of its corpus in the equity and equity related securities of companies domiciled overseas, which are principally engaged in the discovery, development, production or distribution of natural resources and alternative energy and/or the units shares of Merrill Lynch international Investment Funds New Energy Fund, Merrill Lynch International Investment Funds World Energy Fund and similar other overseas mutual fund schemes.

DSP BlackRock Natural Resources and New Energy Fund is a Equity - Sectoral fund was launched on 25 Apr 08. It is a fund with High risk and has given a CAGR/Annualized return of 13.2% since its launch.  Ranked 2 in Sectoral category.  Return for 2020 was 11.5% , 2019 was 4.4% and 2018 was -15.3% .

Below is the key information for DSP BlackRock Natural Resources and New Energy Fund

DSP BlackRock Natural Resources and New Energy Fund
Growth
Launch Date 25 Apr 08
NAV (17 Jun 21) ₹51.122 ↓ -0.41   (-0.80 %)
Net Assets (Cr) ₹589 on 30 Apr 21
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.42
Sharpe Ratio 2.51
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 16₹10,000
31 May 17₹15,937
31 May 18₹17,249
31 May 19₹17,008
31 May 20₹12,706
31 May 21₹25,775

DSP BlackRock Natural Resources and New Energy 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 DSP BlackRock Natural Resources and New Energy Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 21

DurationReturns
1 Month 2.4%
3 Month 23.8%
6 Month 40%
1 Year 98%
3 Year 15.3%
5 Year 20.6%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
2020 11.5%
2019 4.4%
2018 -15.3%
2017 43.1%
2016 43.1%
2015 -1.7%
2014 46.8%
2013 -5.7%
2012 11.5%
2011 -23.2%
Fund Manager information for DSP BlackRock Natural Resources and New Energy Fund
NameSinceTenure
Rohit Singhania1 Jul 128.84 Yr.
Jay Kothari1 Mar 138.17 Yr.
Aayush Ganeriwala1 Jan 210.33 Yr.

Data below for DSP BlackRock Natural Resources and New Energy Fund as on 30 Apr 21

Equity Sector Allocation
SectorValue
Basic Materials49.28%
Energy26.9%
Utility11.68%
Technology4.09%
Industrials3.63%
Consumer Defensive0.77%
Asset Allocation
Asset ClassValue
Cash3.5%
Equity96.5%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF Sustainable Energy I2
Investment Fund | -
12%₹69 Cr491,217
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 16 | TATASTEEL
12%₹68 Cr658,498
↓ -14,218
BGF World Energy I2
Investment Fund | -
10%₹61 Cr519,600
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 532286
10%₹56 Cr1,278,024
↑ 34,930
Hindalco Industries Ltd Shs Dematerialised (Basic Materials)
Equity, Since 31 Oct 15 | HINDALCO
7%₹39 Cr1,063,139
↓ -118,184
Hindustan Zinc Ltd (Basic Materials)
Equity, Since 31 Mar 09 | 500188
6%₹36 Cr1,188,908
Steel Authority Of India Ltd Shs Dematerialised (Basic Materials)
Equity, Since 31 Aug 20 | 500113
5%₹31 Cr2,601,647
↓ -323,576
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Aug 08 | RELIANCE
5%₹27 Cr136,448
JSW Steel Ltd (Basic Materials)
Equity, Since 31 Jul 17 | 500228
4%₹22 Cr309,427
↓ -20,942
Petronet LNG Ltd (Energy)
Equity, Since 31 Jan 18 | 532522
4%₹21 Cr873,557
↑ 311,996

11. Nippon India US Equity Opportunites Fund

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 CAGR/Annualized return of 16.4% since its launch.  Return for 2020 was 22.4% , 2019 was 31.8% and 2018 was 7.7% .

Below is the key information for Nippon India US Equity Opportunites Fund

Nippon India US Equity Opportunites Fund
Growth
Launch Date 23 Jul 15
NAV (18 Jun 21) ₹24.3872 ↓ -0.16   (-0.66 %)
Net Assets (Cr) ₹407 on 30 Apr 21
Category Equity - Global
AMC Nippon Life Asset Management Ltd.
Rating Not Rated
Risk High
Expense Ratio 2.51
Sharpe Ratio 2.06
Information Ratio 0.28
Alpha Ratio -5.28
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 May 16₹10,000
31 May 17₹11,207
31 May 18₹13,348
31 May 19₹14,892
31 May 20₹18,383
31 May 21₹23,908

Nippon India US Equity Opportunites 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 Nippon India US Equity Opportunites Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 21

DurationReturns
1 Month 3.5%
3 Month 6.8%
6 Month 15.5%
1 Year 30.5%
3 Year 20.5%
5 Year 20.2%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Anju Chhajer23 Jul 155.86 Yr.
Kinjal Desai25 May 183.02 Yr.

Data below for Nippon India US Equity Opportunites Fund as on 30 Apr 21

Equity Sector Allocation
SectorValue
Health Care23.14%
Communication Services21.93%
Consumer Cyclical18.27%
Technology17.12%
Financial Services11.95%
Energy5.78%
Asset Allocation
Asset ClassValue
Cash1.81%
Equity98.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Alphabet Inc A (Communication Services)
Equity, Since 31 Jul 15 | GOOGL
8%₹33 Cr1,868
↑ 110
Mastercard Inc A (Financial Services)
Equity, Since 31 Jul 15 | MA
8%₹31 Cr10,829
↑ 649
IQVIA Holdings Inc (Healthcare)
Equity, Since 28 Feb 17 | IQV
7%₹27 Cr15,796
↑ 1,132
Microsoft Corp (Technology)
Equity, Since 30 Nov 18 | MSFT
7%₹27 Cr14,665
↑ 989
Facebook Inc A (Communication Services)
Equity, Since 31 Oct 16 | FB
6%₹24 Cr10,091
↑ 816
Lowe's Companies Inc (Consumer Cyclical)
Equity, Since 30 Sep 16 | LOW
6%₹24 Cr16,308
↑ 1,274
Enbridge Inc (Energy)
Equity, Since 31 Jan 18 | ENB
6%₹24 Cr82,497
↑ 6,724
Booking Holdings Inc (Consumer Cyclical)
Equity, Since 31 Jul 15 | BKNG
5%₹21 Cr1,133
↑ 102
Visa Inc Class A (Financial Services)
Equity, Since 31 Jan 17 | V
4%₹18 Cr10,441
↑ 1,107
AmerisourceBergen Corp (Healthcare)
Equity, Since 31 May 16 | ABC
4%₹17 Cr18,801
↑ 2,128

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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