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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 21 - 22
- 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
- Franklin India Feeder - Franklin U S Opportunities Fund
- Parag Parikh Long Term Equity Fund
- Nippon India Small Cap Fund
- SBI Small Cap Fund
- Axis Mid Cap Fund
- Kotak Small Cap Fund
11 Best Mutual Funds for SIP 2021
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 21 - 22
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 Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America. Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund Returns up to 1 year are on (Erstwhile Parag Parikh Long Term Value Fund) The investment objective of the scheme is to seek to generate long-term capital growth from an actively managed portfolio primarily of equity and equity related securities. Parag Parikh Long Term Equity Fund is a Equity - Multi Cap fund was launched on 24 May 13. It is a fund with Moderately High risk and has given a Below is the key information for Parag Parikh Long Term Equity 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 (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 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 (Erstwhile Kotak Midcap Scheme) The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities. Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. It is a fund with Moderately High risk and has given a Below is the key information for Kotak Small 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 (%) 2020 (%) ICICI Prudential Technology Fund Growth ₹164.46
↑ 1.37 ₹5,037 100 28.9 52.2 111.6 38.8 33.6 70.6 TATA Digital India Fund Growth ₹38.7006
↑ 0.24 ₹2,768 500 29.2 50.2 110.4 35.6 32.7 54.8 Aditya Birla Sun Life Digital India Fund Growth ₹140.34
↑ 1.17 ₹2,288 1,000 24.7 45.3 103.7 37.3 32.2 59 SBI Technology Opportunities Fund Growth ₹155.715
↑ 1.22 ₹1,465 500 24.9 45.7 96.4 34 28.1 47.3 Franklin India Technology Fund Growth ₹356.537
↑ 3.29 ₹700 500 18.9 27.9 66.7 29.8 26.2 56.8 Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹59.7243
↑ 0.52 ₹3,919 500 5.6 23 36.6 23.3 23.8 45.2 Parag Parikh Long Term Equity Fund Growth ₹50.2232
↓ -0.06 ₹14,590 1,000 18.4 31.6 68 26.9 22.2 32.3 Nippon India Small Cap Fund Growth ₹81.43
↑ 0.22 ₹16,633 100 15.7 39.9 101.9 25.6 21.9 29.2 SBI Small Cap Fund Growth ₹99.3841
↓ -0.60 ₹9,714 500 9.5 26.4 75.8 24.2 21.8 33.6 Axis Mid Cap Fund Growth ₹69.73
↓ -0.54 ₹14,804 500 15.9 30.1 72 25.8 21.1 26 Kotak Small Cap Fund Growth ₹159.123
↓ -0.12 ₹5,642 1,000 14.7 36.5 108.8 31.2 20.1 34.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Sep 21 200 Crore in Equity Category of mutual funds ordered based on 5 year calendar year returns.
1. ICICI Prudential Technology Fund
CAGR/Annualized return of 13.9% since its launch. Ranked 37 in Sectoral category. Return for 2020 was 70.6% , 2019 was 2.3% and 2018 was 19.1% . ICICI Prudential Technology Fund
Growth Launch Date 3 Mar 00 NAV (24 Sep 21) ₹164.46 ↑ 1.37 (0.84 %) Net Assets (Cr) ₹5,037 on 31 Aug 21 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 2.53 Sharpe Ratio 5.19 Information Ratio 0.39 Alpha Ratio 27.7 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 Aug 16 ₹10,000 31 Aug 17 ₹10,287 31 Aug 18 ₹15,588 31 Aug 19 ₹15,401 31 Aug 20 ₹18,448 31 Aug 21 ₹38,991 Returns for ICICI Prudential Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Sep 21 Duration Returns 1 Month 10.1% 3 Month 28.9% 6 Month 52.2% 1 Year 111.6% 3 Year 38.8% 5 Year 33.6% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis
Year Returns 2020 70.6% 2019 2.3% 2018 19.1% 2017 19.8% 2016 -4% 2015 3.9% 2014 26.3% 2013 62.6% 2012 17.1% 2011 -18.9% Fund Manager information for ICICI Prudential Technology Fund
Name Since Tenure Sankaran Naren 14 Jul 17 4.05 Yr. Priyanka Khandelwal 8 Jul 20 1.07 Yr. Vaibhav Dusad 2 May 20 1.25 Yr. Data below for ICICI Prudential Technology Fund as on 31 Aug 21
Equity Sector Allocation
Sector Value Technology 76.11% Communication Services 9.58% Industrials 7.65% Consumer Cyclical 1.18% Consumer Defensive 1.04% Asset Allocation
Asset Class Value Cash 4.44% Equity 95.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY20% ₹829 Cr 5,147,218
↓ -223,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 5327559% ₹359 Cr 2,968,698
↑ 472,591 HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 30 Sep 20 | HCLTECH8% ₹324 Cr 3,165,807
↑ 360,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS7% ₹271 Cr 854,884
↑ 129,699 Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT5% ₹205 Cr 652,793
↑ 154,488 Cyient Ltd (Industrials)
Equity, Since 30 Jun 18 | CYIENT3% ₹126 Cr 1,278,458
↑ 368,478 Cognizant Technology Solutions Corp A (Technology)
Equity, Since 31 Jul 21 | CTSH3% ₹115 Cr 210,000
↑ 210,000 Indian Railway Catering And Tourism Corp Ltd (Industrials)
Equity, Since 31 Dec 20 | 5428303% ₹114 Cr 490,609
↓ -23,000 Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 5076853% ₹107 Cr 1,821,450 Coforge Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jul 20 | 5325412% ₹98 Cr 192,594
↓ -53,375 2. TATA Digital India Fund
CAGR/Annualized return of 26.6% since its launch. Return for 2020 was 54.8% , 2019 was 7.5% and 2018 was 24.9% . TATA Digital India Fund
Growth Launch Date 28 Dec 15 NAV (24 Sep 21) ₹38.7006 ↑ 0.24 (0.62 %) Net Assets (Cr) ₹2,768 on 31 Aug 21 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 1.73 Sharpe Ratio 4.67 Information Ratio -0.16 Alpha Ratio 15.6 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-3 Months (0.25%),3 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 16 ₹10,000 31 Aug 17 ₹9,924 31 Aug 18 ₹16,358 31 Aug 19 ₹16,028 31 Aug 20 ₹17,912 31 Aug 21 ₹37,162 Returns for TATA Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Sep 21 Duration Returns 1 Month 11.4% 3 Month 29.2% 6 Month 50.2% 1 Year 110.4% 3 Year 35.6% 5 Year 32.7% 10 Year 15 Year Since launch 26.6% Historical performance (Yearly) on absolute basis
Year Returns 2020 54.8% 2019 7.5% 2018 24.9% 2017 19.6% 2016 -6% 2015 2014 2013 2012 2011 Fund Manager information for TATA Digital India Fund
Name Since Tenure Meeta Shetty 20 Apr 20 1.28 Yr. Venkat Samala 26 Nov 20 0.68 Yr. Data below for TATA Digital India Fund as on 31 Aug 21
Equity Sector Allocation
Sector Value Technology 75.73% Communication Services 8.13% Industrials 7.41% Consumer Cyclical 2.39% Asset Allocation
Asset Class Value Cash 6.33% Equity 93.67% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY17% ₹371 Cr 2,305,000
↑ 75,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS12% ₹267 Cr 843,126
↑ 30,000 HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jan 16 | HCLTECH10% ₹212 Cr 2,064,713
↑ 740,972 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 5327557% ₹154 Cr 1,275,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT4% ₹96 Cr 303,963
↓ -71,400 Indian Railway Catering And Tourism Corp Ltd (Industrials)
Equity, Since 31 Dec 20 | 5428304% ₹79 Cr 338,816
↑ 135,000 Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 28 Feb 21 | 5400054% ₹77 Cr 163,331
↑ 25,000 Cyient Ltd (Industrials)
Equity, Since 28 Feb 21 | CYIENT3% ₹72 Cr 733,339
↓ -50,000 L&T Technology Services Ltd (Technology)
Equity, Since 31 May 18 | LTTS3% ₹61 Cr 163,500
↑ 39,000 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Aug 20 | NAUKRI3% ₹56 Cr 107,330 3. Aditya Birla Sun Life Digital India Fund
CAGR/Annualized return of 12.9% since its launch. Ranked 33 in Sectoral category. Return for 2020 was 59% , 2019 was 9.6% and 2018 was 15.6% . Aditya Birla Sun Life Digital India Fund
Growth Launch Date 15 Jan 00 NAV (24 Sep 21) ₹140.34 ↑ 1.17 (0.84 %) Net Assets (Cr) ₹2,288 on 31 Aug 21 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 2.56 Sharpe Ratio 6.14 Information Ratio 0.87 Alpha Ratio 30.67 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 16 ₹10,000 31 Aug 17 ₹10,447 31 Aug 18 ₹15,844 31 Aug 19 ₹15,374 31 Aug 20 ₹18,971 31 Aug 21 ₹37,429 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 24 Sep 21 Duration Returns 1 Month 9.5% 3 Month 24.7% 6 Month 45.3% 1 Year 103.7% 3 Year 37.3% 5 Year 32.2% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 2020 59% 2019 9.6% 2018 15.6% 2017 22.4% 2016 -3.5% 2015 11.2% 2014 21.1% 2013 50.2% 2012 3.7% 2011 -21.8% Fund Manager information for Aditya Birla Sun Life Digital India Fund
Name Since Tenure Kunal Sangoi 15 Jan 14 7.55 Yr. Data below for Aditya Birla Sun Life Digital India Fund as on 31 Aug 21
Equity Sector Allocation
Sector Value Technology 70.66% Communication Services 14.02% Industrials 7.59% Consumer Cyclical 0.88% Asset Allocation
Asset Class Value Cash 6.85% Equity 93.15% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY18% ₹360 Cr 2,235,259 HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Dec 10 | HCLTECH10% ₹189 Cr 1,843,931
↑ 700,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS9% ₹180 Cr 569,487
↑ 70,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 5327559% ₹178 Cr 1,469,943
↑ 50,000 Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT5% ₹89 Cr 901,179
↑ 18,570 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL4% ₹86 Cr 1,526,670
↑ 459,733 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT4% ₹73 Cr 231,326 Just Dial Ltd (Communication Services)
Equity, Since 30 Sep 19 | 5356483% ₹64 Cr 658,953 Firstsource Solutions Ltd (Technology)
Equity, Since 31 Aug 20 | 5328093% ₹51 Cr 2,605,109 Wipro Ltd (Technology)
Equity, Since 31 Jan 21 | 5076852% ₹46 Cr 789,307 4. SBI Technology Opportunities Fund
CAGR/Annualized return of 24.6% since its launch. Ranked 42 in Sectoral category. Return for 2020 was 47.3% , 2019 was 12.2% and 2018 was 17.1% . SBI Technology Opportunities Fund
Growth Launch Date 9 Jan 13 NAV (24 Sep 21) ₹155.715 ↑ 1.22 (0.79 %) Net Assets (Cr) ₹1,465 on 31 Aug 21 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆ Risk High Expense Ratio 2.61 Sharpe Ratio 5.65 Information Ratio 0.97 Alpha Ratio 28.8 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 Aug 16 ₹10,000 31 Aug 17 ₹9,610 31 Aug 18 ₹14,184 31 Aug 19 ₹14,599 31 Aug 20 ₹16,382 31 Aug 21 ₹32,296 Returns for SBI Technology Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Sep 21 Duration Returns 1 Month 7% 3 Month 24.9% 6 Month 45.7% 1 Year 96.4% 3 Year 34% 5 Year 28.1% 10 Year 15 Year Since launch 24.6% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Anup Upadhyay 1 Jun 11 10.18 Yr. Data below for SBI Technology Opportunities Fund as on 31 Aug 21
Equity Sector Allocation
Sector Value Technology 77.33% Communication Services 12.88% Industrials 3.11% Consumer Cyclical 3.04% Asset Allocation
Asset Class Value Cash 3.64% Equity 96.36% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY25% ₹289 Cr 1,792,200
↑ 415,500 HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Mar 06 | HCLTECH10% ₹109 Cr 1,067,974
↑ 317,600 Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL9% ₹100 Cr 4,975
↑ 550 Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 15 | 5327559% ₹98 Cr 810,935
↑ 393,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS5% ₹61 Cr 191,411 Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 May 20 | 5400054% ₹48 Cr 103,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Aug 20 | PERSISTENT4% ₹45 Cr 144,100 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL3% ₹38 Cr 673,130 Cyient Ltd (Industrials)
Equity, Since 30 Apr 20 | CYIENT3% ₹36 Cr 362,150 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433203% ₹35 Cr 2,620,410
↑ 2,620,410 5. Franklin India Technology Fund
CAGR/Annualized return of 20.3% since its launch. Ranked 41 in Sectoral category. Return for 2020 was 56.8% , 2019 was 12.4% and 2018 was 11.9% . Franklin India Technology Fund
Growth Launch Date 22 Aug 98 NAV (23 Sep 21) ₹356.537 ↑ 3.29 (0.93 %) Net Assets (Cr) ₹700 on 31 Aug 21 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk High Expense Ratio 2.51 Sharpe Ratio 4.9 Information Ratio 0.17 Alpha Ratio 18.43 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 Aug 16 ₹10,000 31 Aug 17 ₹10,646 31 Aug 18 ₹14,725 31 Aug 19 ₹14,120 31 Aug 20 ₹18,152 31 Aug 21 ₹30,400 Returns for Franklin India Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Sep 21 Duration Returns 1 Month 6.7% 3 Month 18.9% 6 Month 27.9% 1 Year 66.7% 3 Year 29.8% 5 Year 26.2% 10 Year 15 Year Since launch 20.3% Historical performance (Yearly) on absolute basis
Year Returns 2020 56.8% 2019 12.4% 2018 11.9% 2017 19.1% 2016 -2.6% 2015 3.8% 2014 16.8% 2013 53.3% 2012 0.3% 2011 -15.5% Fund Manager information for Franklin India Technology Fund
Name Since Tenure Anand Radhakrishnan 3 Mar 07 14.42 Yr. Varun Sharma 30 Nov 15 5.67 Yr. Mayank Bukrediwala 24 Aug 20 0.94 Yr. Data below for Franklin India Technology Fund as on 31 Aug 21
Equity Sector Allocation
Sector Value Technology 67.95% Communication Services 14.47% Consumer Cyclical 7.3% Industrials 3.1% Financial Services 0.81% Real Estate 0.21% Health Care 0.11% Consumer Defensive 0.01% Asset Allocation
Asset Class Value Cash 5.68% Equity 94.01% Other 0.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY24% ₹152 Cr 945,647 HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 30 Jun 14 | HCLTECH9% ₹58 Cr 570,000 Franklin Technology I Acc USD
Investment Fund | -9% ₹56 Cr 116,868
↑ 25,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS9% ₹56 Cr 176,000 Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 5327556% ₹39 Cr 320,000 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI6% ₹38 Cr 73,229 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL5% ₹34 Cr 600,000 Cyient Ltd (Industrials)
Equity, Since 31 Dec 06 | CYIENT3% ₹20 Cr 200,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433203% ₹18 Cr 1,322,618
↑ 1,322,618 MakeMyTrip Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | MMYT3% ₹17 Cr 82,135
↑ 22,000 6. Franklin India Feeder - Franklin U S Opportunities Fund
CAGR/Annualized return of 20.4% since its launch. Ranked 6 in Global category. Return for 2020 was 45.2% , 2019 was 34.2% and 2018 was 6.5% . Franklin India Feeder - Franklin U S Opportunities Fund
Growth Launch Date 6 Feb 12 NAV (23 Sep 21) ₹59.7243 ↑ 0.52 (0.87 %) Net Assets (Cr) ₹3,919 on 31 Aug 21 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.59 Sharpe Ratio 1.2 Information Ratio -0.08 Alpha Ratio -0.58 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-3 Years (1%),3 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 16 ₹10,000 31 Aug 17 ₹11,356 31 Aug 18 ₹15,520 31 Aug 19 ₹16,102 31 Aug 20 ₹22,984 31 Aug 21 ₹29,050 Returns for Franklin India Feeder - Franklin U S Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Sep 21 Duration Returns 1 Month 1% 3 Month 5.6% 6 Month 23% 1 Year 36.6% 3 Year 23.3% 5 Year 23.8% 10 Year 15 Year Since launch 20.4% Historical performance (Yearly) on absolute basis
Year Returns 2020 45.2% 2019 34.2% 2018 6.5% 2017 18.1% 2016 -0.8% 2015 8.8% 2014 8.4% 2013 55.2% 2012 2011 Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
Name Since Tenure Mayank Bukrediwala 24 Aug 20 0.94 Yr. Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 31 Aug 21
Equity Sector Allocation
Sector Value Technology 28.9% Health Care 15.52% Financial Services 14.74% Consumer Cyclical 14.6% Communication Services 8.8% Real Estate 4.17% Industrials 3.65% Consumer Defensive 2.85% Basic Materials 1.24% Utility 0.39% Asset Allocation
Asset Class Value Cash 1.34% Equity 95.79% Other 2.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin US Opportunities I(acc)USD
Investment Fund | -100% ₹3,757 Cr 5,984,634
↑ 118,175 Call, Cash & Other Assets
Net Current Assets | -0% ₹7 Cr 7. Parag Parikh Long Term Equity Fund
CAGR/Annualized return of 21.4% since its launch. Ranked 34 in Multi Cap category. Return for 2020 was 32.3% , 2019 was 14.4% and 2018 was -0.4% . Parag Parikh Long Term Equity Fund
Growth Launch Date 24 May 13 NAV (24 Sep 21) ₹50.2232 ↓ -0.06 (-0.12 %) Net Assets (Cr) ₹14,590 on 31 Aug 21 Category Equity - Multi Cap AMC PPFAS Asset Management Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio 4.6 Information Ratio 0.81 Alpha Ratio 25.95 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 16 ₹10,000 31 Aug 17 ₹11,543 31 Aug 18 ₹13,891 31 Aug 19 ₹13,267 31 Aug 20 ₹16,722 31 Aug 21 ₹25,786 Returns for Parag Parikh Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Sep 21 Duration Returns 1 Month 8.5% 3 Month 18.4% 6 Month 31.6% 1 Year 68% 3 Year 26.9% 5 Year 22.2% 10 Year 15 Year Since launch 21.4% Historical performance (Yearly) on absolute basis
Year Returns 2020 32.3% 2019 14.4% 2018 -0.4% 2017 29.4% 2016 3.3% 2015 8.9% 2014 44.8% 2013 2012 2011 Fund Manager information for Parag Parikh Long Term Equity Fund
Name Since Tenure Raj Mehta 27 Jan 16 5.51 Yr. Rajeev Thakkar 24 May 13 8.19 Yr. Raunak Onkar 24 May 13 8.19 Yr. Data below for Parag Parikh Long Term Equity Fund as on 31 Aug 21
Equity Sector Allocation
Sector Value Financial Services 29.33% Technology 22.74% Consumer Cyclical 15.59% Communication Services 15.2% Consumer Defensive 7.85% Health Care 4.06% Basic Materials 0.05% Asset Allocation
Asset Class Value Cash 5.19% Equity 94.81% Top Securities Holdings / Portfolio
Name Holding Value Quantity Alphabet Inc Class A (Communication Services)
Equity, Since 31 May 21 | GOOGL9% ₹1,153 Cr 57,041
↑ 4,320 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 5004908% ₹1,048 Cr 2,604,360
↑ 106,591 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC8% ₹1,035 Cr 50,481,703
↑ 7,000,000 Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSFT7% ₹919 Cr 430,797
↑ 12,500 Facebook Inc Class A (Communication Services)
Equity, Since 31 Jul 17 | FB6% ₹852 Cr 319,506
↑ 51,200 Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN6% ₹792 Cr 29,553
↑ 2,980 Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 14 | PERSISTENT5% ₹701 Cr 2,230,726
↓ -86,184 HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jan 21 | HCLTECH5% ₹680 Cr 6,637,285
↑ 812,660 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO5% ₹661 Cr 2,390,436
↑ 435,540 Central Depository Services (India) Ltd (Financial Services)
Equity, Since 31 Jul 19 | CDSL5% ₹639 Cr 4,799,727
↓ -50,000 8. Nippon India Small Cap Fund
CAGR/Annualized return of 21% since its launch. Ranked 6 in Small Cap category. Return for 2020 was 29.2% , 2019 was -2.5% and 2018 was -16.7% . Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (24 Sep 21) ₹81.43 ↑ 0.22 (0.28 %) Net Assets (Cr) ₹16,633 on 31 Aug 21 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.98 Sharpe Ratio 3.9 Information Ratio 1.06 Alpha Ratio 11.08 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 Aug 16 ₹10,000 31 Aug 17 ₹13,321 31 Aug 18 ₹15,412 31 Aug 19 ₹12,003 31 Aug 20 ₹13,907 31 Aug 21 ₹26,660 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Sep 21 Duration Returns 1 Month 9.2% 3 Month 15.7% 6 Month 39.9% 1 Year 101.9% 3 Year 25.6% 5 Year 21.9% 10 Year 15 Year Since launch 21% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Samir Rachh 2 Jan 17 4.58 Yr. Kinjal Desai 25 May 18 3.19 Yr. Data below for Nippon India Small Cap Fund as on 31 Aug 21
Equity Sector Allocation
Sector Value Industrials 24.11% Basic Materials 20.53% Consumer Cyclical 13.66% Consumer Defensive 11.62% Technology 10.35% Financial Services 8.49% Health Care 5.5% Communication Services 3.07% Real Estate 0.29% Asset Allocation
Asset Class Value Cash 2.36% Equity 97.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 16 | 5064014% ₹618 Cr 3,028,921
↓ -165,000 Birla Corp Ltd (Basic Materials)
Equity, Since 31 May 18 | 5003353% ₹425 Cr 2,850,086 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | 5325042% ₹407 Cr 1,111,721 Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | 5000382% ₹378 Cr 9,917,135 Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | 5407622% ₹369 Cr 3,296,395 Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | 5000312% ₹367 Cr 3,179,817
↓ -159,406 Radico Khaitan Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Jan 15 | 5324972% ₹331 Cr 3,670,619
↓ -123,181 NIIT Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | 5003042% ₹317 Cr 9,772,735
↑ 200,000 Orient Electric Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 May 18 | 5413012% ₹312 Cr 9,706,033
↓ -1,000,000 KPIT Technologies Ltd (Technology)
Equity, Since 30 Jun 19 | 5426512% ₹293 Cr 10,406,281 9. SBI Small Cap Fund
CAGR/Annualized return of 21% since its launch. Ranked 4 in Small Cap category. Return for 2020 was 33.6% , 2019 was 6.1% and 2018 was -19.6% . SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (24 Sep 21) ₹99.3841 ↓ -0.60 (-0.60 %) Net Assets (Cr) ₹9,714 on 31 Aug 21 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio 3.3 Information Ratio 0.28 Alpha Ratio -8.84 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 Aug 16 ₹10,000 31 Aug 17 ₹12,810 31 Aug 18 ₹15,490 31 Aug 19 ₹13,335 31 Aug 20 ₹15,678 31 Aug 21 ₹26,279 Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Sep 21 Duration Returns 1 Month 8.3% 3 Month 9.5% 6 Month 26.4% 1 Year 75.8% 3 Year 24.2% 5 Year 21.8% 10 Year 15 Year Since launch 21% Historical performance (Yearly) on absolute basis
Year Returns 2020 33.6% 2019 6.1% 2018 -19.6% 2017 78.7% 2016 1.3% 2015 20.6% 2014 110.7% 2013 7.8% 2012 31.9% 2011 -24.3% Fund Manager information for SBI Small Cap Fund
Name Since Tenure R. Srinivasan 16 Nov 13 7.71 Yr. Data below for SBI Small Cap Fund as on 31 Aug 21
Equity Sector Allocation
Sector Value Industrials 41.08% Consumer Cyclical 20.77% Basic Materials 17.43% Consumer Defensive 6.67% Financial Services 3.72% Health Care 3.49% Technology 1.96% Communication Services 1.82% Asset Allocation
Asset Class Value Cash 2.47% Equity 96.94% Debt 0.17% Other 0.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 5220744% ₹373 Cr 16,984,898
↓ -2,188,707 Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | 5133754% ₹357 Cr 5,300,000 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT3% ₹326 Cr 1,000,000 Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 5402033% ₹317 Cr 1,330,000 V-Guard Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | 5329533% ₹316 Cr 12,689,795 Finolex Industries Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Aug 20 | FINPIPE3% ₹301 Cr 17,000,000
↑ 4,488,496 Kalpataru Power Transmission Ltd (Industrials)
Equity, Since 31 May 20 | 5222873% ₹295 Cr 6,266,658 V-Mart Retail Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | 5349763% ₹291 Cr 749,336
↑ 80,309 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 5325043% ₹289 Cr 790,000 Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 5315313% ₹263 Cr 2,846,666 10. Axis Mid Cap Fund
CAGR/Annualized return of 20.1% since its launch. Ranked 41 in Mid Cap category. Return for 2020 was 26% , 2019 was 11.3% and 2018 was 3.5% . Axis Mid Cap Fund
Growth Launch Date 18 Feb 11 NAV (24 Sep 21) ₹69.73 ↓ -0.54 (-0.77 %) Net Assets (Cr) ₹14,804 on 31 Aug 21 Category Equity - Mid Cap AMC Axis Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 1.91 Sharpe Ratio 3.76 Information Ratio 0.88 Alpha Ratio 11.24 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 Aug 16 ₹10,000 31 Aug 17 ₹11,429 31 Aug 18 ₹14,209 31 Aug 19 ₹13,230 31 Aug 20 ₹15,270 31 Aug 21 ₹25,076 Returns for Axis Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Sep 21 Duration Returns 1 Month 7.5% 3 Month 15.9% 6 Month 30.1% 1 Year 72% 3 Year 25.8% 5 Year 21.1% 10 Year 15 Year Since launch 20.1% Historical performance (Yearly) on absolute basis
Year Returns 2020 26% 2019 11.3% 2018 3.5% 2017 42% 2016 -3.1% 2015 0.8% 2014 76.5% 2013 4.1% 2012 52.6% 2011 Fund Manager information for Axis Mid Cap Fund
Name Since Tenure Shreyash Devalkar 23 Nov 16 4.69 Yr. Hitesh Das 18 Dec 20 0.62 Yr. Data below for Axis Mid Cap Fund as on 31 Aug 21
Equity Sector Allocation
Sector Value Financial Services 17.49% Consumer Cyclical 16.95% Technology 15% Industrials 13.09% Basic Materials 11.27% Health Care 7.91% Utility 5.14% Consumer Defensive 5.01% Communication Services 2.31% Asset Allocation
Asset Class Value Cash 5.41% Equity 94.59% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd Shs Dematerialised (Technology)
Equity, Since 31 May 20 | 5325414% ₹571 Cr 1,123,713 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN4% ₹539 Cr 11,323,500
↑ 537,500 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK4% ₹525 Cr 7,695,000
↑ 825,000 Voltas Ltd Shs Dematerialised (Industrials)
Equity, Since 31 May 17 | VOLTAS4% ₹508 Cr 4,791,925 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 20 | CROMPTON4% ₹505 Cr 10,359,953
↑ 1,330,000 Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL4% ₹488 Cr 2,344,974 PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND3% ₹459 Cr 1,557,136 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK3% ₹443 Cr 3,105,500
↑ 445,500 Gujarat Gas Ltd (Utilities)
Equity, Since 29 Feb 20 | 5393363% ₹424 Cr 5,935,665 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 5000343% ₹414 Cr 665,000
↑ 45,000 11. Kotak Small Cap Fund
CAGR/Annualized return of 18.2% since its launch. Ranked 23 in Small Cap category. Return for 2020 was 34.2% , 2019 was 5% and 2018 was -17.3% . Kotak Small Cap Fund
Growth Launch Date 24 Feb 05 NAV (24 Sep 21) ₹159.123 ↓ -0.12 (-0.07 %) Net Assets (Cr) ₹5,642 on 31 Aug 21 Category Equity - Small Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 4.75 Information Ratio 1.63 Alpha Ratio 21.51 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.
Date Value 31 Aug 16 ₹10,000 31 Aug 17 ₹11,617 31 Aug 18 ₹12,269 31 Aug 19 ₹10,393 31 Aug 20 ₹12,116 31 Aug 21 ₹24,390 Returns for Kotak Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Sep 21 Duration Returns 1 Month 8.1% 3 Month 14.7% 6 Month 36.5% 1 Year 108.8% 3 Year 31.2% 5 Year 20.1% 10 Year 15 Year Since launch 18.2% Historical performance (Yearly) on absolute basis
Year Returns 2020 34.2% 2019 5% 2018 -17.3% 2017 44% 2016 8.9% 2015 7.4% 2014 74% 2013 -4.9% 2012 50.2% 2011 -26.9% Fund Manager information for Kotak Small Cap Fund
Name Since Tenure Pankaj Tibrewal 21 Jan 10 11.53 Yr. Data below for Kotak Small Cap Fund as on 31 Aug 21
Equity Sector Allocation
Sector Value Industrials 28.73% Consumer Cyclical 25.59% Basic Materials 20.8% Technology 7.71% Financial Services 4.64% Health Care 1.92% Consumer Defensive 1.88% Real Estate 1.21% Energy 0.46% Communication Services 0.21% Asset Allocation
Asset Class Value Cash 6.85% Equity 93.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity Century Plyboards (India) Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 5325485% ₹247 Cr 5,853,559
↑ 465,053 Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | 5133754% ₹198 Cr 2,946,347
↑ 123,529 Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | 5402034% ₹193 Cr 809,756
↑ 39,686 Lux Industries Ltd (Consumer Cyclical)
Equity, Since 31 Jan 18 | LUXIND3% ₹170 Cr 408,916
↓ -25,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT3% ₹170 Cr 540,794 Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 5409353% ₹162 Cr 518,979
↑ 35,425 Blue Star Ltd Shs Dematerialised (Industrials)
Equity, Since 31 May 18 | BLUESTARCO3% ₹160 Cr 1,899,687
↑ 233,769 Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 5201113% ₹158 Cr 736,769
↑ 98,713 Somany Ceramics Ltd (Industrials)
Equity, Since 31 Jan 21 | 5315483% ₹152 Cr 2,141,770
↑ 202,141 Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT3% ₹134 Cr 1,356,753
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.
How to Invest in SIP MF Online?
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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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