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Table of Contents
- Why Invest in Top 11 SIP Funds?
- How to Invest in SIP?
- Top 11 SIP Mutual Funds in India FY 22 - 23
- Parameters to Consider While Investing in Best Systematic Investment Plans
- How to Invest in SIP MF Online?
- FAQs
Top 11 Funds
- ICICI Prudential Technology Fund
- TATA Digital India Fund
- Aditya Birla Sun Life Digital India Fund
- SBI Technology Opportunities Fund
- Franklin India Technology Fund
- Principal Emerging Bluechip Fund
- SBI Small Cap Fund
- PGIM India Midcap Opportunities Fund
- Sundaram Select Focus Fund
- Nippon India Small Cap Fund
- Axis Mid Cap Fund
11 Best Mutual Funds for SIP 2022
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.
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.
Talk to our investment specialist
Top 11 SIP Mutual Funds in India FY 22 - 23
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 (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 (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 Below is the key information for SBI Technology Opportunities 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 primary objective of the Scheme is to achieve long-term capital appreciation by investing in equity & equity related instruments of mid cap & small cap companies. Principal Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 12 Nov 08. It is a fund with Moderately High risk and has given a Below is the key information for Principal Emerging Bluechip 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 The primary objective of the Scheme is to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies. However, there is no assurance that the investment objective of the Scheme will be realized. PGIM India Midcap Opportunities Fund is a Equity - Mid Cap fund was launched on 2 Dec 13. It is a fund with High risk and has given a Below is the key information for PGIM India Midcap Opportunities Fund Returns up to 1 year are on To achieve capital appreciation by investing in
equity and equity related instruments of select
stocks Sundaram Select Focus Fund is a Equity - Focused fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Select Focus Fund Returns up to 1 year are on 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 Below is the key information for Nippon India Small Cap Fund Returns up to 1 year are on 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 Below is the key information for Axis Mid Cap 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 (%) 2021 (%) ICICI Prudential Technology Fund Growth ₹137.54
↑ 0.82 ₹8,508 100 -4 -13 -2.9 33.4 27.5 75.7 TATA Digital India Fund Growth ₹32.5666
↑ 0.19 ₹5,434 150 -3.7 -12.5 -0.9 30.3 27.2 74.4 Aditya Birla Sun Life Digital India Fund Growth ₹118.88
↑ 0.60 ₹2,939 100 -3.6 -12.6 -3.1 32.1 26.1 70.5 SBI Technology Opportunities Fund Growth ₹138.943
↑ 0.73 ₹2,381 500 0.2 -7.7 0.3 28.8 25.2 66.4 Franklin India Technology Fund Growth ₹296.231
↑ 2.73 ₹657 500 -1.4 -11.8 -7.7 24 19.7 39 Principal Emerging Bluechip Fund Growth ₹183.316
↑ 2.03 ₹3,124 100 2.9 13.6 38.9 21.9 19.2 SBI Small Cap Fund Growth ₹107.456
↓ -0.04 ₹11,646 500 5.1 0.6 12.7 31.7 18.6 47.6 PGIM India Midcap Opportunities Fund Growth ₹43.31
↑ 0.09 ₹5,169 1,000 6.6 -2.1 10.3 39.9 18.1 63.8 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 Nippon India Small Cap Fund Growth ₹86.1863
↑ 0.07 ₹18,358 100 3.1 -1.7 11.6 35.3 17.2 74.3 Axis Mid Cap Fund Growth ₹67.46
↑ 0.16 ₹16,567 500 4.6 -1.2 4.6 25.1 17.2 39.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Aug 22 200 Crore in Equity Category of mutual funds ordered based on 5 year calendar year returns.
1. ICICI Prudential Technology Fund
CAGR/Annualized return of 12.4% since its launch. Ranked 37 in Sectoral category. Return for 2021 was 75.7% , 2020 was 70.6% and 2019 was 2.3% . ICICI Prudential Technology Fund
Growth Launch Date 3 Mar 00 NAV (05 Aug 22) ₹137.54 ↑ 0.82 (0.60 %) Net Assets (Cr) ₹8,508 on 30 Jun 22 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 2.53 Sharpe Ratio -0.06 Information Ratio 0.97 Alpha Ratio 0.01 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 Jul 17 ₹10,000 31 Jul 18 ₹14,060 31 Jul 19 ₹14,336 31 Jul 20 ₹16,690 31 Jul 21 ₹34,155 31 Jul 22 ₹32,711 Returns for ICICI Prudential Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 22 Duration Returns 1 Month 6.6% 3 Month -4% 6 Month -13% 1 Year -2.9% 3 Year 33.4% 5 Year 27.5% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2021 75.7% 2020 70.6% 2019 2.3% 2018 19.1% 2017 19.8% 2016 -4% 2015 3.9% 2014 26.3% 2013 62.6% 2012 17.1% Fund Manager information for ICICI Prudential Technology Fund
Name Since Tenure Priyanka Khandelwal 8 Jul 20 2.07 Yr. Vaibhav Dusad 2 May 20 2.25 Yr. Data below for ICICI Prudential Technology Fund as on 30 Jun 22
Equity Sector Allocation
Sector Value Technology 76.19% Communication Services 14.65% Industrials 2.04% Consumer Cyclical 0.29% Consumer Defensive 0% Asset Allocation
Asset Class Value Cash 6.78% Equity 93.17% Other 0.05% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY31% ₹2,606 Cr 17,828,927
↑ 74,843 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS9% ₹806 Cr 2,466,698
↑ 491,335 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH9% ₹774 Cr 7,949,388
↓ -4,697 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL8% ₹687 Cr 10,030,186
↑ 1,318,274 Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 5076858% ₹655 Cr 15,747,685
↑ 700,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 5327557% ₹630 Cr 6,303,289
↓ -454,821 Mphasis Ltd (Technology)
Equity, Since 30 Jun 20 | 5262991% ₹119 Cr 520,611
↓ -137,093 Zee Entertainment Enterprises Ltd (Communication Services)
Equity, Since 31 Jan 22 | ZEEL1% ₹111 Cr 5,170,044
↑ 817,008 MindTree Ltd (Technology)
Equity, Since 30 Jun 20 | 5328191% ₹109 Cr 376,021
↓ -7,184 Accenture PLC Class A (Technology)
Equity, Since 28 Feb 21 | ACN1% ₹96 Cr 43,600 2. TATA Digital India Fund
CAGR/Annualized return of 19.6% since its launch. Return for 2021 was 74.4% , 2020 was 54.8% and 2019 was 7.5% . TATA Digital India Fund
Growth Launch Date 28 Dec 15 NAV (05 Aug 22) ₹32.5666 ↑ 0.19 (0.58 %) Net Assets (Cr) ₹5,434 on 30 Jun 22 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 1.73 Sharpe Ratio -0.07 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-3 Months (0.25%),3 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 17 ₹10,000 31 Jul 18 ₹14,968 31 Jul 19 ₹15,039 31 Jul 20 ₹17,443 31 Jul 21 ₹32,919 31 Jul 22 ₹32,244 Returns for TATA Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 22 Duration Returns 1 Month 7.7% 3 Month -3.7% 6 Month -12.5% 1 Year -0.9% 3 Year 30.3% 5 Year 27.2% 10 Year 15 Year Since launch 19.6% Historical performance (Yearly) on absolute basis
Year Returns 2021 74.4% 2020 54.8% 2019 7.5% 2018 24.9% 2017 19.6% 2016 -6% 2015 2014 2013 2012 Fund Manager information for TATA Digital India Fund
Name Since Tenure Meeta Shetty 9 Mar 21 1.4 Yr. Venkat Samala 26 Nov 20 1.68 Yr. Data below for TATA Digital India Fund as on 30 Jun 22
Equity Sector Allocation
Sector Value Technology 78.21% Communication Services 10.07% Industrials 3.82% Consumer Cyclical 0.85% Asset Allocation
Asset Class Value Cash 7.05% Equity 92.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY26% ₹1,392 Cr 9,519,598
↑ 600,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS11% ₹579 Cr 1,773,501
↑ 100,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH8% ₹428 Cr 4,400,373
↑ 875,660 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL7% ₹381 Cr 5,569,200
↑ 1,025,000 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 5327557% ₹374 Cr 3,739,334
↑ 325,000 Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 28 Feb 21 | LTI4% ₹199 Cr 500,010 Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 5076853% ₹186 Cr 4,470,332 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT3% ₹166 Cr 488,947
↓ -13,611 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 5262993% ₹157 Cr 686,549
↓ -136,600 Coforge Ltd (Technology)
Equity, Since 31 Oct 21 | COFORGE3% ₹150 Cr 425,084
↑ 14,600 3. Aditya Birla Sun Life Digital India Fund
CAGR/Annualized return of 11.6% since its launch. Ranked 33 in Sectoral category. Return for 2021 was 70.5% , 2020 was 59% and 2019 was 9.6% . Aditya Birla Sun Life Digital India Fund
Growth Launch Date 15 Jan 00 NAV (05 Aug 22) ₹118.88 ↑ 0.60 (0.51 %) Net Assets (Cr) ₹2,939 on 30 Jun 22 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 2.56 Sharpe Ratio -0.21 Information Ratio 0.93 Alpha Ratio -3.4 Min Investment 1,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 17 ₹10,000 31 Jul 18 ₹13,792 31 Jul 19 ₹13,979 31 Jul 20 ₹16,952 31 Jul 21 ₹32,139 31 Jul 22 ₹30,944 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 5 Aug 22 Duration Returns 1 Month 8.1% 3 Month -3.6% 6 Month -12.6% 1 Year -3.1% 3 Year 32.1% 5 Year 26.1% 10 Year 15 Year Since launch 11.6% Historical performance (Yearly) on absolute basis
Year Returns 2021 70.5% 2020 59% 2019 9.6% 2018 15.6% 2017 22.4% 2016 -3.5% 2015 11.2% 2014 21.1% 2013 50.2% 2012 3.7% Fund Manager information for Aditya Birla Sun Life Digital India Fund
Name Since Tenure Kunal Sangoi 15 Jan 14 8.55 Yr. Data below for Aditya Birla Sun Life Digital India Fund as on 30 Jun 22
Equity Sector Allocation
Sector Value Technology 77.61% Communication Services 10.25% Industrials 6.41% Consumer Cyclical 0.8% Asset Allocation
Asset Class Value Cash 4.93% Equity 95.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY25% ₹725 Cr 4,958,401
↑ 148,532 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS10% ₹286 Cr 875,450 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 5327558% ₹243 Cr 2,433,618
↑ 502,456 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH8% ₹236 Cr 2,421,227 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL6% ₹187 Cr 2,734,997
↑ 183,327 MindTree Ltd (Technology)
Equity, Since 30 Nov 20 | 5328194% ₹106 Cr 365,739
↑ 60,211 Wipro Ltd (Technology)
Equity, Since 31 Jan 21 | 5076853% ₹99 Cr 2,370,817
↓ -941,071 Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT3% ₹92 Cr 1,221,725 Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE2% ₹69 Cr 193,774 Mphasis Ltd (Technology)
Equity, Since 29 Feb 20 | 5262992% ₹64 Cr 280,854
↓ -1,995 4. SBI Technology Opportunities Fund
CAGR/Annualized return of 20.7% since its launch. Ranked 42 in Sectoral category. Return for 2021 was 66.4% , 2020 was 47.3% and 2019 was 12.2% . SBI Technology Opportunities Fund
Growth Launch Date 9 Jan 13 NAV (05 Aug 22) ₹138.943 ↑ 0.73 (0.53 %) Net Assets (Cr) ₹2,381 on 30 Jun 22 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆ Risk High Expense Ratio 2.61 Sharpe Ratio -0.03 Information Ratio 0.6 Alpha Ratio 0.63 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.
Date Value 31 Jul 17 ₹10,000 31 Jul 18 ₹13,820 31 Jul 19 ₹14,354 31 Jul 20 ₹16,495 31 Jul 21 ₹30,088 31 Jul 22 ₹29,750 Returns for SBI Technology Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 22 Duration Returns 1 Month 8.5% 3 Month 0.2% 6 Month -7.7% 1 Year 0.3% 3 Year 28.8% 5 Year 25.2% 10 Year 15 Year Since launch 20.7% Historical performance (Yearly) on absolute basis
Year Returns 2021 66.4% 2020 47.3% 2019 12.2% 2018 17.1% 2017 13% 2016 -3.3% 2015 2.4% 2014 29.2% 2013 2012 Fund Manager information for SBI Technology Opportunities Fund
Name Since Tenure Saurabh Pant 1 Jan 22 0.58 Yr. Mohit Jain 1 Jan 22 0.58 Yr. Data below for SBI Technology Opportunities Fund as on 30 Jun 22
Equity Sector Allocation
Sector Value Technology 70.36% Communication Services 24.26% Industrials 0.99% Asset Allocation
Asset Class Value Cash 4.39% Equity 95.61% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY27% ₹648 Cr 4,430,000
↑ 630,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS13% ₹312 Cr 955,353 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL9% ₹226 Cr 3,300,000 Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT8% ₹189 Cr 92,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH7% ₹165 Cr 1,700,000 Netflix Inc (Communication Services)
Equity, Since 31 Aug 21 | NFLX5% ₹130 Cr 92,000 Wipro Ltd (Technology)
Equity, Since 30 Apr 21 | 5076855% ₹128 Cr 3,080,000 PVR Ltd (Communication Services)
Equity, Since 31 Jan 22 | PVR5% ₹121 Cr 650,000 Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL4% ₹99 Cr 5,600 NVIDIA Corp (Technology)
Equity, Since 30 Apr 21 | NVDA2% ₹58 Cr 47,000 5. Franklin India Technology Fund
CAGR/Annualized return of 18.6% since its launch. Ranked 41 in Sectoral category. Return for 2021 was 39% , 2020 was 56.8% and 2019 was 12.4% . Franklin India Technology Fund
Growth Launch Date 22 Aug 98 NAV (04 Aug 22) ₹296.231 ↑ 2.73 (0.93 %) Net Assets (Cr) ₹657 on 30 Jun 22 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk High Expense Ratio 2.51 Sharpe Ratio -0.69 Information Ratio -0.18 Alpha Ratio -11.7 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 Jul 17 ₹10,000 31 Jul 18 ₹13,049 31 Jul 19 ₹13,114 31 Jul 20 ₹16,800 31 Jul 21 ₹26,256 31 Jul 22 ₹23,859 Returns for Franklin India Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 22 Duration Returns 1 Month 7.4% 3 Month -1.4% 6 Month -11.8% 1 Year -7.7% 3 Year 24% 5 Year 19.7% 10 Year 15 Year Since launch 18.6% Historical performance (Yearly) on absolute basis
Year Returns 2021 39% 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% Fund Manager information for Franklin India Technology Fund
Name Since Tenure Anand Radhakrishnan 3 Mar 07 15.42 Yr. Varun Sharma 30 Nov 15 6.67 Yr. Sandeep Manam 18 Oct 21 0.79 Yr. Data below for Franklin India Technology Fund as on 30 Jun 22
Equity Sector Allocation
Sector Value Technology 62.1% Communication Services 16.35% Consumer Cyclical 9.15% Financial Services 3.03% Industrials 2.88% Basic Materials 0.61% Real Estate 0.24% Health Care 0.08% Asset Allocation
Asset Class Value Cash 5.19% Equity 94.53% Other 0.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY17% ₹111 Cr 760,000
↑ 8,535 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS15% ₹98 Cr 300,000
↑ 2,593 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH9% ₹61 Cr 630,000
↑ 2,826 Franklin Technology I Acc USD
Investment Fund | -8% ₹54 Cr 166,810
↑ 43,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL6% ₹41 Cr 600,000 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI4% ₹28 Cr 74,000
↑ 301 Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 5327554% ₹27 Cr 269,174
↑ 60,594 Cyient Ltd (Industrials)
Equity, Since 31 Dec 06 | CYIENT3% ₹19 Cr 250,000
↑ 13,916 MakeMyTrip Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | MMYT3% ₹17 Cr 82,135 PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 5433902% ₹14 Cr 247,000
↑ 13,586 6. Principal Emerging Bluechip Fund
CAGR/Annualized return of 24.8% since its launch. Ranked 1 in Large & Mid Cap category. . Principal Emerging Bluechip Fund
Growth Launch Date 12 Nov 08 NAV (31 Dec 21) ₹183.316 ↑ 2.03 (1.12 %) Net Assets (Cr) ₹3,124 on 30 Nov 21 Category Equity - Large & Mid Cap AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.08 Sharpe Ratio 2.74 Information Ratio 0.22 Alpha Ratio 2.18 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 17 ₹10,000 31 Jul 18 ₹10,896 31 Jul 19 ₹9,573 31 Jul 20 ₹10,198 31 Jul 21 ₹16,535 Returns for Principal Emerging Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 22 Duration Returns 1 Month 2.9% 3 Month 2.9% 6 Month 13.6% 1 Year 38.9% 3 Year 21.9% 5 Year 19.2% 10 Year 15 Year Since launch 24.8% Historical performance (Yearly) on absolute basis
Year Returns 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 Fund Manager information for Principal Emerging Bluechip Fund
Name Since Tenure Data below for Principal Emerging Bluechip Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. SBI Small Cap Fund
CAGR/Annualized return of 20.2% since its launch. Ranked 4 in Small Cap category. Return for 2021 was 47.6% , 2020 was 33.6% and 2019 was 6.1% . SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (05 Aug 22) ₹107.456 ↓ -0.04 (-0.03 %) Net Assets (Cr) ₹11,646 on 30 Jun 22 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio 0.17 Information Ratio 0 Alpha Ratio 0 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 Jul 17 ₹10,000 31 Jul 18 ₹11,508 31 Jul 19 ₹10,423 31 Jul 20 ₹10,964 31 Jul 21 ₹20,675 31 Jul 22 ₹22,496 Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 22 Duration Returns 1 Month 9.6% 3 Month 5.1% 6 Month 0.6% 1 Year 12.7% 3 Year 31.7% 5 Year 18.6% 10 Year 15 Year Since launch 20.2% Historical performance (Yearly) on absolute basis
Year Returns 2021 47.6% 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% Fund Manager information for SBI Small Cap Fund
Name Since Tenure R. Srinivasan 16 Nov 13 8.71 Yr. Data below for SBI Small Cap Fund as on 30 Jun 22
Equity Sector Allocation
Sector Value Industrials 35.5% Consumer Cyclical 23.53% Basic Materials 15.01% Consumer Defensive 5.56% Health Care 2.93% Financial Services 2.6% Real Estate 0.85% Asset Allocation
Asset Class Value Cash 13.9% Equity 85.96% Debt 0.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | ELGIEQUIP4% ₹493 Cr 13,747,126
↓ -86,537 Vedant Fashions Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5434634% ₹439 Cr 4,547,646 Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | SFL4% ₹418 Cr 1,570,000 V-Guard Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | VGUARD3% ₹383 Cr 17,000,000
↑ 280,846 Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Mar 19 | FINEORG3% ₹379 Cr 790,000 Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO3% ₹362 Cr 4,000,000 Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | CARBORUNIV3% ₹354 Cr 4,939,842 Esab India Ltd (Industrials)
Equity, Since 28 Feb 21 | ESABINDIA3% ₹318 Cr 900,000 Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET3% ₹306 Cr 9,716,991 Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | LEMONTREE3% ₹305 Cr 50,000,000 8. PGIM India Midcap Opportunities Fund
CAGR/Annualized return of 18.4% since its launch. Ranked 40 in Mid Cap category. Return for 2021 was 63.8% , 2020 was 48.4% and 2019 was 3.6% . PGIM India Midcap Opportunities Fund
Growth Launch Date 2 Dec 13 NAV (05 Aug 22) ₹43.31 ↑ 0.09 (0.21 %) Net Assets (Cr) ₹5,169 on 30 Jun 22 Category Equity - Mid Cap AMC Pramerica Asset Managers Private Limited Rating ☆ Risk High Expense Ratio 2.53 Sharpe Ratio 0.16 Information Ratio 1.49 Alpha Ratio 5.32 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 17 ₹10,000 31 Jul 18 ₹10,230 31 Jul 19 ₹8,477 31 Jul 20 ₹10,539 31 Jul 21 ₹20,591 31 Jul 22 ₹22,507 Returns for PGIM India Midcap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 22 Duration Returns 1 Month 11.4% 3 Month 6.6% 6 Month -2.1% 1 Year 10.3% 3 Year 39.9% 5 Year 18.1% 10 Year 15 Year Since launch 18.4% Historical performance (Yearly) on absolute basis
Year Returns 2021 63.8% 2020 48.4% 2019 3.6% 2018 -16.1% 2017 37% 2016 -1.3% 2015 7.9% 2014 42.8% 2013 2012 Fund Manager information for PGIM India Midcap Opportunities Fund
Name Since Tenure Aniruddha Naha 1 Jun 21 1.17 Yr. Vivek Sharma 1 Jun 21 1.17 Yr. Kunal Jain 1 Dec 21 0.67 Yr. Data below for PGIM India Midcap Opportunities Fund as on 30 Jun 22
Equity Sector Allocation
Sector Value Industrials 24.94% Financial Services 16.52% Consumer Cyclical 14.25% Basic Materials 12.78% Health Care 7.26% Consumer Defensive 6.26% Technology 6.02% Real Estate 2.3% Utility 1% Communication Services 0.62% Asset Allocation
Asset Class Value Cash 8.07% Equity 91.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | 5323434% ₹232 Cr 2,750,000 ABB India Ltd (Industrials)
Equity, Since 30 Sep 21 | ABB4% ₹225 Cr 977,973
↑ 100,000 Timken India Ltd (Industrials)
Equity, Since 30 Sep 21 | 5221134% ₹202 Cr 849,231 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 22 | HDFCBANK4% ₹199 Cr 1,475,000 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | VBL4% ₹182 Cr 2,304,439
↑ 33,000 Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 21 | PERSISTENT3% ₹169 Cr 496,573
↑ 10,000 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | 5004803% ₹166 Cr 1,622,298 Ashok Leyland Ltd (Industrials)
Equity, Since 30 Apr 20 | 5004773% ₹158 Cr 10,700,000
↓ -1,800,000 Dalmia Bharat Ltd (Basic Materials)
Equity, Since 31 Jul 21 | DALBHARAT3% ₹148 Cr 1,150,000
↓ -154 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 22 | ICICIBANK3% ₹141 Cr 2,000,000
↑ 2,000,000 9. Sundaram Select Focus Fund
CAGR/Annualized return of 18.4% since its launch. Ranked 55 in Focused category. . Sundaram Select Focus Fund
Growth Launch Date 30 Jul 02 NAV (24 Dec 21) ₹264.968 ↓ -1.18 (-0.45 %) Net Assets (Cr) ₹1,354 on 30 Nov 21 Category Equity - Focused AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.52 Sharpe Ratio 1.85 Information Ratio -0.52 Alpha Ratio -5.62 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 17 ₹10,000 31 Jul 18 ₹11,237 31 Jul 19 ₹11,198 31 Jul 20 ₹11,173 31 Jul 21 ₹15,781 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 22 Duration Returns 1 Month -2.6% 3 Month -5% 6 Month 8.5% 1 Year 24.5% 3 Year 17% 5 Year 17.3% 10 Year 15 Year Since launch 18.4% Historical performance (Yearly) on absolute basis
Year Returns 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 Fund Manager information for Sundaram Select Focus Fund
Name Since Tenure Data below for Sundaram Select Focus Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. Nippon India Small Cap Fund
CAGR/Annualized return of 19.9% since its launch. Ranked 6 in Small Cap category. Return for 2021 was 74.3% , 2020 was 29.2% and 2019 was -2.5% . Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (05 Aug 22) ₹86.1863 ↑ 0.07 (0.09 %) Net Assets (Cr) ₹18,358 on 30 Jun 22 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.98 Sharpe Ratio 0.35 Information Ratio 1.43 Alpha Ratio 10.06 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 Jul 17 ₹10,000 31 Jul 18 ₹10,818 31 Jul 19 ₹9,167 31 Jul 20 ₹9,266 31 Jul 21 ₹19,766 31 Jul 22 ₹21,798 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 22 Duration Returns 1 Month 9.5% 3 Month 3.1% 6 Month -1.7% 1 Year 11.6% 3 Year 35.3% 5 Year 17.2% 10 Year 15 Year Since launch 19.9% Historical performance (Yearly) on absolute basis
Year Returns 2021 74.3% 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% Fund Manager information for Nippon India Small Cap Fund
Name Since Tenure Samir Rachh 2 Jan 17 5.58 Yr. Kinjal Desai 25 May 18 4.19 Yr. Data below for Nippon India Small Cap Fund as on 30 Jun 22
Equity Sector Allocation
Sector Value Industrials 22.16% Consumer Cyclical 16.51% Basic Materials 16.43% Financial Services 13.2% Consumer Defensive 9.89% Technology 8.91% Health Care 5.39% Communication Services 1.92% Real Estate 0.58% Energy 0.44% Utility 0.04% Asset Allocation
Asset Class Value Cash 3.22% Equity 96.78% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | TIINDIA3% ₹607 Cr 3,296,395 CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 19 | CREDITACC2% ₹444 Cr 4,368,685 NIIT Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | NIITLTD2% ₹419 Cr 10,139,961 KPIT Technologies Ltd (Technology)
Equity, Since 30 Jun 19 | KPITTECH2% ₹381 Cr 7,366,079 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹364 Cr 2,700,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | NAVINFLUOR2% ₹360 Cr 986,721 Poonawalla Fincorp Ltd (Financial Services)
Equity, Since 28 Feb 18 | POONAWALLA2% ₹321 Cr 14,087,931 Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | BAJAJELEC2% ₹314 Cr 3,062,071 Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | BALRAMCHIN2% ₹312 Cr 8,691,212 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 16 | DEEPAKNTR2% ₹295 Cr 1,700,165
↓ -97,578 11. Axis Mid Cap Fund
CAGR/Annualized return of 18.1% since its launch. Ranked 41 in Mid Cap category. Return for 2021 was 39.9% , 2020 was 26% and 2019 was 11.3% . Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (05 Aug 22) ₹67.46 ↑ 0.16 (0.24 %) Net Assets (Cr) ₹16,567 on 30 Jun 22 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.91 Sharpe Ratio -0.37 Information Ratio 0 Alpha Ratio 0 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 Jul 17 ₹10,000 31 Jul 18 ₹11,760 31 Jul 19 ₹11,386 31 Jul 20 ₹12,824 31 Jul 21 ₹20,868 31 Jul 22 ₹21,737 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 22 Duration Returns 1 Month 11.1% 3 Month 4.6% 6 Month -1.2% 1 Year 4.6% 3 Year 25.1% 5 Year 17.2% 10 Year 15 Year Since launch 18.1% Historical performance (Yearly) on absolute basis
Year Returns 2021 39.9% 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% Fund Manager information for Axis Mid Cap Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 5.69 Yr. Hitesh Das 18 Dec 20 1.62 Yr. Data below for Axis Mid Cap Fund as on 30 Jun 22
Equity Sector Allocation
Sector Value Consumer Cyclical 22.36% Financial Services 14.73% Industrials 13.3% Technology 11.38% Basic Materials 11.13% Health Care 5.72% Consumer Defensive 2.46% Utility 2.21% Communication Services 1.04% Real Estate 0.74% Asset Allocation
Asset Class Value Cash 14.81% Equity 85.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN4% ₹734 Cr 11,844,194 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK4% ₹638 Cr 9,018,750 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 5002513% ₹501 Cr 4,667,198
↑ 22,853 Bata India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | BATAINDIA3% ₹435 Cr 2,609,285
↑ 267,236 Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL3% ₹426 Cr 2,570,603 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 5000343% ₹424 Cr 785,000 Coforge Ltd (Technology)
Equity, Since 31 May 20 | COFORGE3% ₹421 Cr 1,188,706 PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND3% ₹417 Cr 1,630,685
↑ 14,799 Tata Elxsi Ltd (Technology)
Equity, Since 31 Oct 20 | TATAELXSI3% ₹415 Cr 508,361 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 5403762% ₹408 Cr 1,198,595
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.
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:
- Equity or growth funds
- Fixed income funds or Debt fund
- Tax saving funds
- Liquid Funds
- Balanced Fund
- Gilt Funds
- Exchange-Traded Funds or ETFs
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.
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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