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11 Best performing SIPs for 2020 | Systematic Investment Plan

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11 Best Mutual Funds for SIP 2020

Updated on November 26, 2020 , 147761 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

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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 fund. 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.

Top 11 SIP Mutual Funds in India FY 20 - 21

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹48.0287
↓ -0.19
₹2,282 500 2.121.840.324.617.534.2
DSP BlackRock World Gold Fund Growth ₹18.1923
↑ 0.21
₹832 500 -15.2-1.73814.517.235.1
Aditya Birla Sun Life Digital India Fund Growth ₹77.85
↑ 0.03
₹684 1,000 15.157.845.123.616.69.6
SBI Banking & Financial Services Fund Growth ₹20.0973
↑ 0.12
₹1,665 500 22.153.51.19.916.620.7
ICICI Prudential Technology Fund Growth ₹87.82
↑ 0.68
₹832 100 19.470.655.92516.42.3
Franklin India Technology Fund Growth ₹237.701
↑ 0.64
₹388 500 15.350.748.222.616.312.4
Mirae Asset Emerging Bluechip Fund Growth ₹66.46
↑ 0.53
₹11,929 1,000 12.144.516.6916.214.7
Nippon India US Equity Opportunites Fund Growth ₹20.8396
↓ -0.05
₹202 100 415.120.819.31631.8
ICICI Prudential US Bluechip Equity Fund Growth ₹37.65
↓ -0.22
₹834 100 9.319.219.319.515.534.3
SBI Small Cap Fund Growth ₹66.9168
↑ 1.53
₹5,424 500 12.256.2254.815.56.1
SBI Magnum COMMA Fund Growth ₹44.8724
↑ 0.13
₹255 500 4.942.420.53.71511.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 20
*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. Franklin India Feeder - Franklin U S Opportunities Fund

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

Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a CAGR/Annualized return of 19.5% since its launch.  Ranked 6 in Global category.  Return for 2019 was 34.2% , 2018 was 6.5% and 2017 was 18.1% .

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 (26 Nov 20) ₹48.0287 ↓ -0.19   (-0.40 %)
Net Assets (Cr) ₹2,282 on 31 Oct 20
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.56
Sharpe Ratio 1.37
Information Ratio 0.14
Alpha Ratio 4.9
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 Oct 15₹10,000
31 Oct 16₹9,759
31 Oct 17₹11,745
31 Oct 18₹14,300
31 Oct 19₹15,641
31 Oct 20₹21,659

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 ₹470,047.
Net Profit of ₹170,047
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 26 Nov 20

DurationReturns
1 Month 3.4%
3 Month 2.1%
6 Month 21.8%
1 Year 40.3%
3 Year 24.6%
5 Year 17.5%
10 Year
15 Year
Since launch 19.5%
Historical performance (Yearly) on absolute basis
YearReturns
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
2010
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Mayank Bukrediwala24 Aug 200.19 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Oct 20

Equity Sector Allocation
SectorValue
Technology27.49%
Health Care16.36%
Financial Services14.23%
Consumer Cyclical13.11%
Communication Services7.94%
Industrials5.81%
Real Estate5.77%
Consumer Defensive2.19%
Basic Materials1.2%
Asset Allocation
Asset ClassValue
Cash2%
Equity94.49%
Other3.51%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹2,277 Cr4,772,414
↑ 140,772
Call, Cash & Other Assets
Net Current Assets | -
0%₹5 Cr

2. DSP BlackRock World Gold Fund

"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized."

DSP BlackRock World Gold Fund is a Equity - Global fund was launched on 14 Sep 07. It is a fund with High risk and has given a CAGR/Annualized return of 4.6% since its launch.  Ranked 11 in Global category.  Return for 2019 was 35.1% , 2018 was -10.7% and 2017 was -4% .

Below is the key information for DSP BlackRock World Gold Fund

DSP BlackRock World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (26 Nov 20) ₹18.1923 ↑ 0.21   (1.17 %)
Net Assets (Cr) ₹832 on 31 Oct 20
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.32
Sharpe Ratio 0.82
Information Ratio -1.13
Alpha Ratio -3.23
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 Oct 15₹10,000
31 Oct 16₹15,517
31 Oct 17₹13,643
31 Oct 18₹12,205
31 Oct 19₹15,928
31 Oct 20₹22,379

DSP BlackRock World Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for DSP BlackRock World Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 20

DurationReturns
1 Month -10.9%
3 Month -15.2%
6 Month -1.7%
1 Year 38%
3 Year 14.5%
5 Year 17.2%
10 Year
15 Year
Since launch 4.6%
Historical performance (Yearly) on absolute basis
YearReturns
2019 35.1%
2018 -10.7%
2017 -4%
2016 52.7%
2015 -18.5%
2014 -3%
2013 -41.5%
2012 -5.8%
2011 -2.6%
2010 29%
Fund Manager information for DSP BlackRock World Gold Fund
NameSinceTenure
Jay Kothari1 Mar 137.68 Yr.

Data below for DSP BlackRock World Gold Fund as on 31 Oct 20

Equity Sector Allocation
SectorValue
Basic Materials91.96%
Asset Allocation
Asset ClassValue
Cash4.57%
Equity93.18%
Debt0.01%
Other2.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -
96%₹802 Cr2,261,994
↑ 37,144
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
4%₹30 Cr
Net Receivables/Payables
Net Current Assets | -
0%₹0 Cr

3. Aditya Birla Sun Life Digital India Fund

(Erstwhile Aditya Birla Sun Life New Millennium Fund)

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

Aditya Birla Sun Life Digital India Fund is a Equity - Sectoral fund was launched on 15 Jan 00. It is a fund with High risk and has given a CAGR/Annualized return of 10.3% since its launch.  Ranked 33 in Sectoral category.  Return for 2019 was 9.6% , 2018 was 15.6% and 2017 was 22.4% .

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 (27 Nov 20) ₹77.85 ↑ 0.03   (0.04 %)
Net Assets (Cr) ₹684 on 31 Oct 20
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.75
Sharpe Ratio 1.09
Information Ratio 0.56
Alpha Ratio 4.64
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 Oct 15₹10,000
31 Oct 16₹9,419
31 Oct 17₹10,835
31 Oct 18₹14,342
31 Oct 19₹14,762
31 Oct 20₹20,711

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 ₹458,689.
Net Profit of ₹158,689
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 26 Nov 20

DurationReturns
1 Month 2.8%
3 Month 15.1%
6 Month 57.8%
1 Year 45.1%
3 Year 23.6%
5 Year 16.6%
10 Year
15 Year
Since launch 10.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010 16.6%
Fund Manager information for Aditya Birla Sun Life Digital India Fund
NameSinceTenure
Kunal Sangoi15 Jan 146.8 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 31 Oct 20

Equity Sector Allocation
SectorValue
Technology73.22%
Communication Services14.99%
Industrials8.22%
Asset Allocation
Asset ClassValue
Cash3.56%
Equity96.43%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
24%₹162 Cr1,529,857
↑ 58,948
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
10%₹65 Cr245,456
↑ 102,273
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
8%₹55 Cr676,254
↑ 41,888
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH
7%₹45 Cr529,121
↑ 142,054
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
6%₹42 Cr957,923
↑ 50,000
Just Dial Ltd (Communication Services)
Equity, Since 30 Sep 19 | 535648
6%₹39 Cr603,953
↑ 85,194
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
4%₹30 Cr769,609
Majesco Ltd (Technology)
Equity, Since 31 Jan 18 | 539289
4%₹28 Cr309,392
↓ -55,000
Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Jun 18 | 517174
3%₹23 Cr8,159
Apple Inc (Technology)
Equity, Since 30 Nov 18 | AAPL
3%₹22 Cr25,144

4. SBI Banking & Financial Services Fund

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 CAGR/Annualized return of 12.9% since its launch.  Return for 2019 was 20.7% , 2018 was 9.5% and 2017 was 40.7% .

Below is the key information for SBI Banking & Financial Services Fund

SBI Banking & Financial Services Fund
Growth
Launch Date 26 Feb 15
NAV (27 Nov 20) ₹20.0973 ↑ 0.12   (0.62 %)
Net Assets (Cr) ₹1,665 on 31 Oct 20
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating Not Rated
Risk High
Expense Ratio 2.74
Sharpe Ratio -0.17
Information Ratio -0.08
Alpha Ratio 2.65
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 15₹10,000
31 Oct 16₹13,033
31 Oct 17₹15,849
31 Oct 18₹16,174
31 Oct 19₹20,395
31 Oct 20₹18,003

SBI Banking & Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for SBI Banking & Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 20

DurationReturns
1 Month 16.8%
3 Month 22.1%
6 Month 53.5%
1 Year 1.1%
3 Year 9.9%
5 Year 16.6%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 20.7%
2018 9.5%
2017 40.7%
2016 17%
2015
2014
2013
2012
2011
2010
Fund Manager information for SBI Banking & Financial Services Fund
NameSinceTenure
Milind Agrawal1 Aug 191.25 Yr.

Data below for SBI Banking & Financial Services Fund as on 31 Oct 20

Equity Sector Allocation
SectorValue
Financial Services95.03%
Asset Allocation
Asset ClassValue
Cash4.35%
Equity95.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK
27%₹441 Cr3,728,360
↑ 140,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK
13%₹219 Cr5,575,814
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | KOTAKBANK
11%₹180 Cr1,165,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 532215
9%₹152 Cr3,077,122
State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN
6%₹92 Cr4,885,000
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | 540716
4%₹75 Cr605,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Aug 19 | CHOLAFIN
3%₹46 Cr1,700,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Sep 19 | 533398
3%₹45 Cr367,665
ICICI Prudential Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 19 | 540133
2%₹39 Cr975,000
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 19 | M&MFIN
2%₹39 Cr3,160,000

5. 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 11% since its launch.  Ranked 37 in Sectoral category.  Return for 2019 was 2.3% , 2018 was 19.1% and 2017 was 19.8% .

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (27 Nov 20) ₹87.82 ↑ 0.68   (0.78 %)
Net Assets (Cr) ₹832 on 31 Oct 20
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 1.11
Information Ratio -0.42
Alpha Ratio 3.49
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 Oct 15₹10,000
31 Oct 16₹8,986
31 Oct 17₹9,856
31 Oct 18₹13,875
31 Oct 19₹13,542
31 Oct 20₹19,575

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 ₹458,689.
Net Profit of ₹158,689
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 26 Nov 20

DurationReturns
1 Month 4.5%
3 Month 19.4%
6 Month 70.6%
1 Year 55.9%
3 Year 25%
5 Year 16.4%
10 Year
15 Year
Since launch 11%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010 44.5%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Sankaran Naren14 Jul 173.3 Yr.
Priyanka Khandelwal8 Jul 200.32 Yr.
Vaibhav Dusad2 May 200.5 Yr.

Data below for ICICI Prudential Technology Fund as on 31 Oct 20

Equity Sector Allocation
SectorValue
Technology73.41%
Communication Services15.87%
Industrials5.29%
Consumer Defensive0.82%
Asset Allocation
Asset ClassValue
Cash4.61%
Equity95.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
26%₹212 Cr2,001,286
↑ 275,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
7%₹58 Cr713,131
↑ 190,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
7%₹56 Cr668,118
↑ 478,118
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
6%₹47 Cr176,185
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
5%₹43 Cr986,840
Coforge Ltd (Technology)
Equity, Since 31 Jul 20 | 532541
4%₹36 Cr161,520
↑ 111,335
IndiaMART InterMESH Ltd (Communication Services)
Equity, Since 30 Jun 20 | 542726
4%₹34 Cr70,356
↓ -6,000
Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT
3%₹27 Cr230,157
↑ 111,169
Cyient Ltd (Industrials)
Equity, Since 30 Jun 18 | CYIENT
3%₹24 Cr602,383
↑ 200,000
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Jul 16 | 540005
3%₹24 Cr80,750
↓ -8,038

6. 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 18.9% since its launch.  Ranked 41 in Sectoral category.  Return for 2019 was 12.4% , 2018 was 11.9% and 2017 was 19.1% .

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (26 Nov 20) ₹237.701 ↑ 0.64   (0.27 %)
Net Assets (Cr) ₹388 on 31 Oct 20
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.46
Sharpe Ratio 1.22
Information Ratio 0.4
Alpha Ratio 7.37
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 Oct 15₹10,000
31 Oct 16₹9,445
31 Oct 17₹10,610
31 Oct 18₹13,271
31 Oct 19₹13,436
31 Oct 20₹19,079

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 ₹458,689.
Net Profit of ₹158,689
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 26 Nov 20

DurationReturns
1 Month 3.8%
3 Month 15.3%
6 Month 50.7%
1 Year 48.2%
3 Year 22.6%
5 Year 16.3%
10 Year
15 Year
Since launch 18.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010 32.6%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure
Anand Radhakrishnan3 Mar 0713.68 Yr.
Varun Sharma30 Nov 154.93 Yr.
Pyari Menon26 Sep 191.1 Yr.

Data below for Franklin India Technology Fund as on 31 Oct 20

Equity Sector Allocation
SectorValue
Technology70.88%
Communication Services16.36%
Consumer Cyclical3.08%
Industrials2.2%
Financial Services0.7%
Real Estate0.32%
Health Care0.12%
Asset Allocation
Asset ClassValue
Cash6.09%
Equity93.75%
Other0.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
26%₹100 Cr945,647
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
11%₹44 Cr164,086
↑ 34,086
Franklin Technology I Acc USD
Investment Fund | -
8%₹32 Cr91,868
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
8%₹32 Cr380,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
7%₹26 Cr600,000
↑ 100,000
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI
4%₹16 Cr46,300
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
4%₹16 Cr200,000
Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 30 Nov 18 | 2330
3%₹10 Cr88,000
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 30 Apr 19 | 540005
2%₹9 Cr31,000
Cognizant Technology Solutions Corp A (Technology)
Equity, Since 30 Apr 16 | CTSH
2%₹8 Cr15,960

7. 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 20% since its launch.  Return for 2019 was 14.7% , 2018 was -5.4% and 2017 was 49% .

Below is the key information for Mirae Asset Emerging Bluechip Fund

Mirae Asset Emerging Bluechip Fund
Growth
Launch Date 9 Jul 10
NAV (27 Nov 20) ₹66.46 ↑ 0.53   (0.81 %)
Net Assets (Cr) ₹11,929 on 31 Oct 20
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 0.21
Information Ratio 1.15
Alpha Ratio 3.68
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 15₹10,000
31 Oct 16₹12,647
31 Oct 17₹16,190
31 Oct 18₹15,469
31 Oct 19₹18,115
31 Oct 20₹19,257

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 ₹458,689.
Net Profit of ₹158,689
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 26 Nov 20

DurationReturns
1 Month 10%
3 Month 12.1%
6 Month 44.5%
1 Year 16.6%
3 Year 9%
5 Year 16.2%
10 Year
15 Year
Since launch 20%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010
Fund Manager information for Mirae Asset Emerging Bluechip Fund
NameSinceTenure
Neelesh Surana9 Jul 1010.32 Yr.
Ankit Jain31 Jan 191.75 Yr.

Data below for Mirae Asset Emerging Bluechip Fund as on 31 Oct 20

Equity Sector Allocation
SectorValue
Financial Services31.48%
Technology9.97%
Consumer Defensive9.66%
Health Care9.51%
Consumer Cyclical9.38%
Industrials9.22%
Basic Materials6.83%
Energy5.66%
Communication Services3.24%
Utility2.96%
Asset Allocation
Asset ClassValue
Cash0.83%
Equity99.17%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK
7%₹850 Cr7,185,544
ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK
6%₹662 Cr16,862,341
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
5%₹621 Cr5,859,584
↑ 50,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
4%₹505 Cr10,260,088
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
3%₹387 Cr8,919,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 19 | TCS
3%₹362 Cr1,360,005
↓ -40,000
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 18 | 500271
3%₹344 Cr5,823,046
↑ 511,653
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
3%₹316 Cr1,539,196
↓ -45,000
Voltas Ltd (Industrials)
Equity, Since 31 Dec 14 | VOLTAS
3%₹315 Cr4,460,716
↓ -123,570
State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN
2%₹280 Cr14,810,277
↑ 200,000

8. 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 14.7% since its launch.  Return for 2019 was 31.8% , 2018 was 7.7% and 2017 was 16.9% .

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 (25 Nov 20) ₹20.8396 ↓ -0.05   (-0.24 %)
Net Assets (Cr) ₹202 on 31 Oct 20
Category Equity - Global
AMC Nippon Life Asset Management Ltd.
Rating Not Rated
Risk High
Expense Ratio 2.62
Sharpe Ratio 0.43
Information Ratio -0.07
Alpha Ratio -2.38
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 Oct 15₹10,000
31 Oct 16₹10,399
31 Oct 17₹12,451
31 Oct 18₹14,829
31 Oct 19₹16,837
31 Oct 20₹19,005

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 ₹447,579.
Net Profit of ₹147,579
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 26 Nov 20

DurationReturns
1 Month 4.7%
3 Month 4%
6 Month 15.1%
1 Year 20.8%
3 Year 19.3%
5 Year 16%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 31.8%
2018 7.7%
2017 16.9%
2016 8.2%
2015
2014
2013
2012
2011
2010
Fund Manager information for Nippon India US Equity Opportunites Fund
NameSinceTenure
Anju Chhajer23 Jul 155.28 Yr.
Kinjal Desai25 May 182.44 Yr.

Data below for Nippon India US Equity Opportunites Fund as on 31 Oct 20

Equity Sector Allocation
SectorValue
Communication Services23.55%
Consumer Cyclical21.43%
Health Care20.5%
Technology13.46%
Financial Services12.76%
Energy4.53%
Asset Allocation
Asset ClassValue
Cash3.77%
Equity96.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Microsoft Corp (Technology)
Equity, Since 30 Nov 18 | MSFT
8%₹17 Cr11,424
Facebook Inc A (Communication Services)
Equity, Since 31 Oct 16 | FB
8%₹16 Cr8,209
Mastercard Inc A (Financial Services)
Equity, Since 31 Jul 15 | MA
8%₹15 Cr7,121
Lowe's Companies Inc (Consumer Cyclical)
Equity, Since 30 Sep 16 | LOW
7%₹14 Cr12,034
IQVIA Holdings Inc (Healthcare)
Equity, Since 28 Feb 17 | IQV
7%₹14 Cr12,294
Alphabet Inc A (Communication Services)
Equity, Since 31 Jul 15 | GOOGL
7%₹13 Cr1,121
Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Mar 19 | AMZN
6%₹12 Cr513
Booking Holdings Inc (Consumer Cyclical)
Equity, Since 31 Jul 15 | BKNG
5%₹11 Cr913
Visa Inc Class A (Financial Services)
Equity, Since 31 Jan 17 | V
5%₹11 Cr7,881
AmerisourceBergen Corp (Healthcare)
Equity, Since 31 May 16 | ABC
5%₹10 Cr13,958

9. ICICI Prudential US Bluechip Equity Fund

The investment objective of ICICI Prudential US Bluechip Equity Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities (including ADRs/GDRs issued by Indian and foreign companies) of companies listed on New York Stock Exchange and/or NASDAQ. However, there can be no assurance that the investment objective of the Scheme will be realized.

ICICI Prudential US Bluechip Equity Fund is a Equity - Global fund was launched on 6 Jul 12. It is a fund with High risk and has given a CAGR/Annualized return of 17.1% since its launch.  Ranked 7 in Global category.  Return for 2019 was 34.3% , 2018 was 5.2% and 2017 was 14.1% .

Below is the key information for ICICI Prudential US Bluechip Equity Fund

ICICI Prudential US Bluechip Equity Fund
Growth
Launch Date 6 Jul 12
NAV (25 Nov 20) ₹37.65 ↓ -0.22   (-0.58 %)
Net Assets (Cr) ₹834 on 31 Oct 20
Category Equity - Global
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.51
Sharpe Ratio 0.32
Information Ratio -0.2
Alpha Ratio -3.5
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-3 Months (3%),3-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 15₹10,000
31 Oct 16₹10,319
31 Oct 17₹12,182
31 Oct 18₹14,958
31 Oct 19₹16,749
31 Oct 20₹18,243

ICICI Prudential US Bluechip Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for ICICI Prudential US Bluechip Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 20

DurationReturns
1 Month 8.9%
3 Month 9.3%
6 Month 19.2%
1 Year 19.3%
3 Year 19.5%
5 Year 15.5%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
2019 34.3%
2018 5.2%
2017 14.1%
2016 11.6%
2015 0.7%
2014 12.7%
2013 45.7%
2012
2011
2010
Fund Manager information for ICICI Prudential US Bluechip Equity Fund
NameSinceTenure
Rohan Maru19 Sep 137.12 Yr.
Priyanka Khandelwal30 Jun 173.34 Yr.

Data below for ICICI Prudential US Bluechip Equity Fund as on 31 Oct 20

Equity Sector Allocation
SectorValue
Health Care18.55%
Technology15.99%
Consumer Defensive15.8%
Industrials13.14%
Financial Services12.67%
Consumer Cyclical9.74%
Communication Services6.53%
Basic Materials3.06%
Energy1%
Asset Allocation
Asset ClassValue
Cash3.52%
Equity96.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
U.S. Bancorp (Financial Services)
Equity, Since 31 Mar 20 | USB
3%₹26 Cr89,013
↑ 7,120
Corteva Inc (Basic Materials)
Equity, Since 31 Dec 19 | CTVA
3%₹26 Cr104,759
Bank of America Corp (Financial Services)
Equity, Since 31 Mar 20 | BAC
3%₹25 Cr144,418
↑ 35,006
Pfizer Inc (Healthcare)
Equity, Since 31 Dec 19 | PFE
3%₹25 Cr96,347
↑ 18,788
Kellogg Co (Consumer Defensive)
Equity, Since 31 Dec 18 | K
3%₹25 Cr53,116
↑ 7,388
Charles Schwab Corp (Financial Services)
Equity, Since 31 Dec 18 | SCHW
3%₹25 Cr80,948
↑ 1,100
Lockheed Martin Corp (Industrials)
Equity, Since 30 Sep 20 | LMT
3%₹25 Cr9,503
↑ 3,290
Merck & Co Inc (Healthcare)
Equity, Since 30 Sep 19 | MRK
3%₹25 Cr44,110
↑ 9,816
General Dynamics Corp (Industrials)
Equity, Since 30 Sep 18 | GD
3%₹24 Cr24,853
↑ 5,412
Gilead Sciences Inc (Healthcare)
Equity, Since 31 May 16 | GILD
3%₹24 Cr55,446
↑ 10,379

10. 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 18.5% since its launch.  Ranked 4 in Small Cap category.  Return for 2019 was 6.1% , 2018 was -19.6% and 2017 was 78.7% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (27 Nov 20) ₹66.9168 ↑ 1.53   (2.34 %)
Net Assets (Cr) ₹5,424 on 31 Oct 20
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.29
Sharpe Ratio 0.31
Information Ratio 1.03
Alpha Ratio -1.3
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 Oct 15₹10,000
31 Oct 16₹12,200
31 Oct 17₹16,301
31 Oct 18₹15,082
31 Oct 19₹16,561
31 Oct 20₹18,175

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 ₹447,579.
Net Profit of ₹147,579
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 26 Nov 20

DurationReturns
1 Month 13.6%
3 Month 12.2%
6 Month 56.2%
1 Year 25%
3 Year 4.8%
5 Year 15.5%
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010 19%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 136.96 Yr.

Data below for SBI Small Cap Fund as on 31 Oct 20

Equity Sector Allocation
SectorValue
Industrials30.75%
Basic Materials21.36%
Consumer Cyclical19.08%
Consumer Defensive7.81%
Financial Services7.29%
Health Care4.3%
Technology3.09%
Utility0.62%
Real Estate0.34%
Asset Allocation
Asset ClassValue
Cash5%
Equity95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
6%₹333 Cr1,800,700
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 522074
4%₹229 Cr22,000,000
City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB
4%₹192 Cr13,000,000
Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | 508486
3%₹188 Cr370,000
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
3%₹182 Cr2,900,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 532504
3%₹177 Cr790,000
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 540203
3%₹173 Cr1,324,761
↑ 24,761
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | 542141
3%₹173 Cr9,000,000
Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 531531
3%₹171 Cr2,135,000
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | 513375
3%₹151 Cr5,300,000

11. SBI Magnum COMMA Fund

To generate opportunities for growth along with possibility of consistent returns by investing predominantly in a portfolio of stocks of companies engaged in the commodity business within the following sectors - Oil & Gas, Metals, Materials & Agriculture and in debt & money market instruments.

SBI Magnum COMMA Fund is a Equity - Sectoral fund was launched on 8 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 10.3% since its launch.  Ranked 9 in Sectoral category.  Return for 2019 was 11.8% , 2018 was -18.7% and 2017 was 39.2% .

Below is the key information for SBI Magnum COMMA Fund

SBI Magnum COMMA Fund
Growth
Launch Date 8 Aug 05
NAV (27 Nov 20) ₹44.8724 ↑ 0.13   (0.28 %)
Net Assets (Cr) ₹255 on 31 Oct 20
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.71
Sharpe Ratio 0.27
Information Ratio 0.75
Alpha Ratio 11.98
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 Oct 15₹10,000
31 Oct 16₹13,712
31 Oct 17₹17,793
31 Oct 18₹14,857
31 Oct 19₹16,685
31 Oct 20₹18,094

SBI Magnum COMMA Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for SBI Magnum COMMA Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 20

DurationReturns
1 Month 8.5%
3 Month 4.9%
6 Month 42.4%
1 Year 20.5%
3 Year 3.7%
5 Year 15%
10 Year
15 Year
Since launch 10.3%
Historical performance (Yearly) on absolute basis
YearReturns
2019 11.8%
2018 -18.7%
2017 39.2%
2016 32.3%
2015 -6.1%
2014 31.5%
2013 -13.1%
2012 13.9%
2011 -28.5%
2010 9%
Fund Manager information for SBI Magnum COMMA Fund
NameSinceTenure
Richard D'souza1 Aug 146.26 Yr.

Data below for SBI Magnum COMMA Fund as on 31 Oct 20

Equity Sector Allocation
SectorValue
Basic Materials54.3%
Energy23.03%
Consumer Defensive7.27%
Utility4.21%
Industrials3.25%
Asset Allocation
Asset ClassValue
Cash7.51%
Equity92.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE
8%₹20 Cr98,500
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 18 | ULTRACEMCO
7%₹17 Cr38,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 19 | 500547
6%₹16 Cr443,000
Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 11 | TATASTEEL
6%₹14 Cr352,600
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Jan 19 | 500387
5%₹13 Cr6,000
Rossari Biotech Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 20 | 543213
5%₹12 Cr150,570
PI Industries Ltd (Basic Materials)
Equity, Since 28 Feb 19 | PIIND
5%₹12 Cr54,000
Camlin Fine Sciences Ltd (Basic Materials)
Equity, Since 30 Jun 17 | 532834
5%₹12 Cr1,205,628
Sagar Cements Ltd (Basic Materials)
Equity, Since 30 Nov 12 | 502090
4%₹11 Cr146,381
NTPC Ltd (Utilities)
Equity, Since 31 Mar 20 | 532555
4%₹11 Cr1,225,000
↑ 575,000

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

Parameters to Consider While Investing in Best Systematic Investment Plans

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

Factors-Determining-top-11-sip

Quantitative Factors to Invest in Top SIP

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

Qualitative Factors to Invest in Top SIP

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

How to Invest in SIP MF Online?

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

  2. Complete your Registration and KYC Process

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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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