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11 Best performing SIPs for 2022 - Fincash

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11 Best Mutual Funds for SIP 2022

Updated on August 4, 2022 , 214140 views

SIP Mutual Funds (or top 11 SIP Mutual Funds) are funds that adhere to the simple formula of periodic investment to avoid nervous selling during the inevitable ups and downs of the stock market.

Typically, SIP or Systematic Investment plan is a mode to invest money in Mutual Funds. Investing in top 11 SIP Mutual Funds brings a systematic and disciplined approach to your investment. It reduces your effort to manage your investment on daily Basis. Moreover, it offers leverage of the Power of Compounding leading to desired returns over time.

Best SIP Plans

There are different Types of Mutual Funds for SIP that include equity, debt, balanced, ultra-short term funds, etc. However, equity Mutual Funds offer maximum returns when invested via a SIP. Financial advisors suggest that, the investors must invest in best mutual funds for SIP basis their investment objectives and the period of SIP investment.

Why Invest in Top 11 SIP Funds?

  • SIPs give a disciplined approach towards investing in Mutual Funds

  • Systematic investing helps in financing the future dream and major goals like- retirement, child's career, purchase of a house, car or any other assets

  • SIPs help in making the most of compounding and are ideal for young investors

  • Systematic Investment Plans minimize the risk of equity fluctuations

How to Invest in SIP?

Investing money is an art, it can work wonders if done correctly. Now that you know the Top SIP plans you must know how to invest in it. We have mentioned the steps to invest in SIP below.

1. Analyse your financial goals

Choose a SIP investment suiting your Financial goals. For example, if your goal is short-term (if want to buy a car in the next 2 years), you should invest in Debt Mutual Funds. And, if your goal is long-term (like Retirement planning) then prefer investing in Equity Mutual Funds.

2. Choose a timeline of investment

This will ensure that you invest a right amount of money for a right period of time.

3. Decide the amount you wish to invest monthly

As SIP is a monthly investment, you should choose an amount that you will be able to invest monthly without Fail. You can also calculate the suitable amount as per your goal using sip calculator or SIP return calculator.

4. Select the best SIP plan

Make a wise investment choice by consulting a financial advisor or by choosing Best SIP Plans offered by various online investment platforms.

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Top 11 SIP Mutual Funds in India FY 22 - 23

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
ICICI Prudential Technology Fund Growth ₹137.54
↑ 0.82
₹8,508 100 -4-13-2.933.427.575.7
TATA Digital India Fund Growth ₹32.5666
↑ 0.19
₹5,434 150 -3.7-12.5-0.930.327.274.4
Aditya Birla Sun Life Digital India Fund Growth ₹118.88
↑ 0.60
₹2,939 100 -3.6-12.6-3.132.126.170.5
SBI Technology Opportunities Fund Growth ₹138.943
↑ 0.73
₹2,381 500 0.2-7.70.328.825.266.4
Franklin India Technology Fund Growth ₹296.231
↑ 2.73
₹657 500 -1.4-11.8-7.72419.739
Principal Emerging Bluechip Fund Growth ₹183.316
↑ 2.03
₹3,124 100 2.913.638.921.919.2
SBI Small Cap Fund Growth ₹107.456
↓ -0.04
₹11,646 500 5.10.612.731.718.647.6
PGIM India Midcap Opportunities Fund Growth ₹43.31
↑ 0.09
₹5,169 1,000 6.6-2.110.339.918.163.8
Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18
₹1,354 100 -58.524.51717.3
Nippon India Small Cap Fund Growth ₹86.1863
↑ 0.07
₹18,358 100 3.1-1.711.635.317.274.3
Axis Mid Cap Fund Growth ₹67.46
↑ 0.16
₹16,567 500 4.6-1.24.625.117.239.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Aug 22
*List of best mutual funds SIP's having Net Assets/ AUM more than 200 Crore in Equity Category of mutual funds ordered based on 5 year calendar year returns.

1. ICICI Prudential Technology Fund

To generate long-term capital appreciation for you from a portfolio made up predominantly of equity and equity-related securities of technology intensive companies.

ICICI Prudential Technology Fund is a Equity - Sectoral fund was launched on 3 Mar 00. It is a fund with High risk and has given a CAGR/Annualized return of 12.4% since its launch.  Ranked 37 in Sectoral category.  Return for 2021 was 75.7% , 2020 was 70.6% and 2019 was 2.3% .

Below is the key information for ICICI Prudential Technology Fund

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.

DateValue
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

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 ₹598,181.
Net Profit of ₹298,181
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 5 Aug 22

DurationReturns
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
YearReturns
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
NameSinceTenure
Priyanka Khandelwal8 Jul 202.07 Yr.
Vaibhav Dusad2 May 202.25 Yr.

Data below for ICICI Prudential Technology Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Technology76.19%
Communication Services14.65%
Industrials2.04%
Consumer Cyclical0.29%
Consumer Defensive0%
Asset Allocation
Asset ClassValue
Cash6.78%
Equity93.17%
Other0.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
31%₹2,606 Cr17,828,927
↑ 74,843
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
9%₹806 Cr2,466,698
↑ 491,335
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
9%₹774 Cr7,949,388
↓ -4,697
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
8%₹687 Cr10,030,186
↑ 1,318,274
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 507685
8%₹655 Cr15,747,685
↑ 700,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
7%₹630 Cr6,303,289
↓ -454,821
Mphasis Ltd (Technology)
Equity, Since 30 Jun 20 | 526299
1%₹119 Cr520,611
↓ -137,093
Zee Entertainment Enterprises Ltd (Communication Services)
Equity, Since 31 Jan 22 | ZEEL
1%₹111 Cr5,170,044
↑ 817,008
MindTree Ltd (Technology)
Equity, Since 30 Jun 20 | 532819
1%₹109 Cr376,021
↓ -7,184
Accenture PLC Class A (Technology)
Equity, Since 28 Feb 21 | ACN
1%₹96 Cr43,600

2. TATA Digital India Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in Information Technology Sector in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.

TATA Digital India Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 19.6% since its launch.  Return for 2021 was 74.4% , 2020 was 54.8% and 2019 was 7.5% .

Below is the key information for TATA Digital India Fund

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 Not Rated
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.

DateValue
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

TATA Digital India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for TATA Digital India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 22

DurationReturns
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
YearReturns
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
NameSinceTenure
Meeta Shetty9 Mar 211.4 Yr.
Venkat Samala26 Nov 201.68 Yr.

Data below for TATA Digital India Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Technology78.21%
Communication Services10.07%
Industrials3.82%
Consumer Cyclical0.85%
Asset Allocation
Asset ClassValue
Cash7.05%
Equity92.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
26%₹1,392 Cr9,519,598
↑ 600,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
11%₹579 Cr1,773,501
↑ 100,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
8%₹428 Cr4,400,373
↑ 875,660
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL
7%₹381 Cr5,569,200
↑ 1,025,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
7%₹374 Cr3,739,334
↑ 325,000
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 28 Feb 21 | LTI
4%₹199 Cr500,010
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 507685
3%₹186 Cr4,470,332
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
3%₹166 Cr488,947
↓ -13,611
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299
3%₹157 Cr686,549
↓ -136,600
Coforge Ltd (Technology)
Equity, Since 31 Oct 21 | COFORGE
3%₹150 Cr425,084
↑ 14,600

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 11.6% since its launch.  Ranked 33 in Sectoral category.  Return for 2021 was 70.5% , 2020 was 59% and 2019 was 9.6% .

Below is the key information for Aditya Birla Sun Life Digital India Fund

Aditya Birla Sun Life Digital India Fund
Growth
Launch Date 15 Jan 00
NAV (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.

DateValue
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

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 ₹584,107.
Net Profit of ₹284,107
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 5 Aug 22

DurationReturns
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
YearReturns
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
NameSinceTenure
Kunal Sangoi15 Jan 148.55 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Technology77.61%
Communication Services10.25%
Industrials6.41%
Consumer Cyclical0.8%
Asset Allocation
Asset ClassValue
Cash4.93%
Equity95.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
25%₹725 Cr4,958,401
↑ 148,532
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
10%₹286 Cr875,450
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
8%₹243 Cr2,433,618
↑ 502,456
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH
8%₹236 Cr2,421,227
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
6%₹187 Cr2,734,997
↑ 183,327
MindTree Ltd (Technology)
Equity, Since 30 Nov 20 | 532819
4%₹106 Cr365,739
↑ 60,211
Wipro Ltd (Technology)
Equity, Since 31 Jan 21 | 507685
3%₹99 Cr2,370,817
↓ -941,071
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
3%₹92 Cr1,221,725
Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE
2%₹69 Cr193,774
Mphasis Ltd (Technology)
Equity, Since 29 Feb 20 | 526299
2%₹64 Cr280,854
↓ -1,995

4. SBI Technology Opportunities Fund

(Erstwhile SBI IT Fund)

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

SBI Technology Opportunities Fund is a Equity - Sectoral fund was launched on 9 Jan 13. It is a fund with High risk and has given a CAGR/Annualized return of 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% .

Below is the key information for SBI Technology Opportunities Fund

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.

DateValue
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

SBI Technology Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for SBI Technology Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 22

DurationReturns
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
YearReturns
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
NameSinceTenure
Saurabh Pant1 Jan 220.58 Yr.
Mohit Jain1 Jan 220.58 Yr.

Data below for SBI Technology Opportunities Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Technology70.36%
Communication Services24.26%
Industrials0.99%
Asset Allocation
Asset ClassValue
Cash4.39%
Equity95.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
27%₹648 Cr4,430,000
↑ 630,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
13%₹312 Cr955,353
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
9%₹226 Cr3,300,000
Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT
8%₹189 Cr92,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH
7%₹165 Cr1,700,000
Netflix Inc (Communication Services)
Equity, Since 31 Aug 21 | NFLX
5%₹130 Cr92,000
Wipro Ltd (Technology)
Equity, Since 30 Apr 21 | 507685
5%₹128 Cr3,080,000
PVR Ltd (Communication Services)
Equity, Since 31 Jan 22 | PVR
5%₹121 Cr650,000
Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL
4%₹99 Cr5,600
NVIDIA Corp (Technology)
Equity, Since 30 Apr 21 | NVDA
2%₹58 Cr47,000

5. 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 18.6% since its launch.  Ranked 41 in Sectoral category.  Return for 2021 was 39% , 2020 was 56.8% and 2019 was 12.4% .

Below is the key information for Franklin India Technology Fund

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.

DateValue
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

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 ₹493,520.
Net Profit of ₹193,520
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 5 Aug 22

DurationReturns
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
YearReturns
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
NameSinceTenure
Anand Radhakrishnan3 Mar 0715.42 Yr.
Varun Sharma30 Nov 156.67 Yr.
Sandeep Manam18 Oct 210.79 Yr.

Data below for Franklin India Technology Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Technology62.1%
Communication Services16.35%
Consumer Cyclical9.15%
Financial Services3.03%
Industrials2.88%
Basic Materials0.61%
Real Estate0.24%
Health Care0.08%
Asset Allocation
Asset ClassValue
Cash5.19%
Equity94.53%
Other0.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
17%₹111 Cr760,000
↑ 8,535
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
15%₹98 Cr300,000
↑ 2,593
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
9%₹61 Cr630,000
↑ 2,826
Franklin Technology I Acc USD
Investment Fund | -
8%₹54 Cr166,810
↑ 43,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
6%₹41 Cr600,000
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI
4%₹28 Cr74,000
↑ 301
Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 532755
4%₹27 Cr269,174
↑ 60,594
Cyient Ltd (Industrials)
Equity, Since 31 Dec 06 | CYIENT
3%₹19 Cr250,000
↑ 13,916
MakeMyTrip Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | MMYT
3%₹17 Cr82,135
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
2%₹14 Cr247,000
↑ 13,586

6. Principal Emerging Bluechip Fund

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 CAGR/Annualized return of 24.8% since its launch.  Ranked 1 in Large & Mid Cap category. .

Below is the key information for Principal Emerging Bluechip Fund

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.

DateValue
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

Principal 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 ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for Principal 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 5 Aug 22

DurationReturns
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
YearReturns
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
Fund Manager information for Principal Emerging Bluechip Fund
NameSinceTenure

Data below for Principal Emerging Bluechip Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

7. SBI Small Cap Fund

(Erstwhile SBI Small & Midcap Fund)

The Scheme seeks to generate income and long term capital appreciation by investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies

SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.2% since its launch.  Ranked 4 in Small Cap category.  Return for 2021 was 47.6% , 2020 was 33.6% and 2019 was 6.1% .

Below is the key information for SBI Small Cap Fund

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.

DateValue
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

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 ₹481,656.
Net Profit of ₹181,656
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 5 Aug 22

DurationReturns
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
YearReturns
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
NameSinceTenure
R. Srinivasan16 Nov 138.71 Yr.

Data below for SBI Small Cap Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Industrials35.5%
Consumer Cyclical23.53%
Basic Materials15.01%
Consumer Defensive5.56%
Health Care2.93%
Financial Services2.6%
Real Estate0.85%
Asset Allocation
Asset ClassValue
Cash13.9%
Equity85.96%
Debt0.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | ELGIEQUIP
4%₹493 Cr13,747,126
↓ -86,537
Vedant Fashions Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 543463
4%₹439 Cr4,547,646
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | SFL
4%₹418 Cr1,570,000
V-Guard Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | VGUARD
3%₹383 Cr17,000,000
↑ 280,846
Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Mar 19 | FINEORG
3%₹379 Cr790,000
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
3%₹362 Cr4,000,000
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | CARBORUNIV
3%₹354 Cr4,939,842
Esab India Ltd (Industrials)
Equity, Since 28 Feb 21 | ESABINDIA
3%₹318 Cr900,000
Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET
3%₹306 Cr9,716,991
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | LEMONTREE
3%₹305 Cr50,000,000

8. PGIM India Midcap Opportunities Fund

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 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% .

Below is the key information for PGIM India Midcap Opportunities Fund

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.

DateValue
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

PGIM India Midcap 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 ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for PGIM India Midcap 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 5 Aug 22

DurationReturns
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
YearReturns
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
NameSinceTenure
Aniruddha Naha1 Jun 211.17 Yr.
Vivek Sharma1 Jun 211.17 Yr.
Kunal Jain1 Dec 210.67 Yr.

Data below for PGIM India Midcap Opportunities Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Industrials24.94%
Financial Services16.52%
Consumer Cyclical14.25%
Basic Materials12.78%
Health Care7.26%
Consumer Defensive6.26%
Technology6.02%
Real Estate2.3%
Utility1%
Communication Services0.62%
Asset Allocation
Asset ClassValue
Cash8.07%
Equity91.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | 532343
4%₹232 Cr2,750,000
ABB India Ltd (Industrials)
Equity, Since 30 Sep 21 | ABB
4%₹225 Cr977,973
↑ 100,000
Timken India Ltd (Industrials)
Equity, Since 30 Sep 21 | 522113
4%₹202 Cr849,231
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 22 | HDFCBANK
4%₹199 Cr1,475,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | VBL
4%₹182 Cr2,304,439
↑ 33,000
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 21 | PERSISTENT
3%₹169 Cr496,573
↑ 10,000
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | 500480
3%₹166 Cr1,622,298
Ashok Leyland Ltd (Industrials)
Equity, Since 30 Apr 20 | 500477
3%₹158 Cr10,700,000
↓ -1,800,000
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 31 Jul 21 | DALBHARAT
3%₹148 Cr1,150,000
↓ -154
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 22 | ICICIBANK
3%₹141 Cr2,000,000
↑ 2,000,000

9. Sundaram Select Focus Fund

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 CAGR/Annualized return of 18.4% since its launch.  Ranked 55 in Focused category. .

Below is the key information for Sundaram Select Focus Fund

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.

DateValue
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

Sundaram Select Focus 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 Sundaram Select Focus Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 22

DurationReturns
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
YearReturns
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
Fund Manager information for Sundaram Select Focus Fund
NameSinceTenure

Data below for Sundaram Select Focus Fund as on 30 Nov 21

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

10. Nippon India Small Cap Fund

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.9% since its launch.  Ranked 6 in Small Cap category.  Return for 2021 was 74.3% , 2020 was 29.2% and 2019 was -2.5% .

Below is the key information for Nippon India Small Cap Fund

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.

DateValue
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

Nippon India Small Cap Fund SIP Returns

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

Returns for Nippon India Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Aug 22

DurationReturns
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
YearReturns
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
NameSinceTenure
Samir Rachh2 Jan 175.58 Yr.
Kinjal Desai25 May 184.19 Yr.

Data below for Nippon India Small Cap Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Industrials22.16%
Consumer Cyclical16.51%
Basic Materials16.43%
Financial Services13.2%
Consumer Defensive9.89%
Technology8.91%
Health Care5.39%
Communication Services1.92%
Real Estate0.58%
Energy0.44%
Utility0.04%
Asset Allocation
Asset ClassValue
Cash3.22%
Equity96.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | TIINDIA
3%₹607 Cr3,296,395
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 19 | CREDITACC
2%₹444 Cr4,368,685
NIIT Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | NIITLTD
2%₹419 Cr10,139,961
KPIT Technologies Ltd (Technology)
Equity, Since 30 Jun 19 | KPITTECH
2%₹381 Cr7,366,079
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹364 Cr2,700,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | NAVINFLUOR
2%₹360 Cr986,721
Poonawalla Fincorp Ltd (Financial Services)
Equity, Since 28 Feb 18 | POONAWALLA
2%₹321 Cr14,087,931
Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | BAJAJELEC
2%₹314 Cr3,062,071
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | BALRAMCHIN
2%₹312 Cr8,691,212
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 16 | DEEPAKNTR
2%₹295 Cr1,700,165
↓ -97,578

11. Axis Mid Cap Fund

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 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% .

Below is the key information for Axis Mid Cap Fund

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.

DateValue
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

Axis Mid 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 ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Axis Mid 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 5 Aug 22

DurationReturns
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
YearReturns
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
NameSinceTenure
Shreyash Devalkar23 Nov 165.69 Yr.
Hitesh Das18 Dec 201.62 Yr.

Data below for Axis Mid Cap Fund as on 30 Jun 22

Equity Sector Allocation
SectorValue
Consumer Cyclical22.36%
Financial Services14.73%
Industrials13.3%
Technology11.38%
Basic Materials11.13%
Health Care5.72%
Consumer Defensive2.46%
Utility2.21%
Communication Services1.04%
Real Estate0.74%
Asset Allocation
Asset ClassValue
Cash14.81%
Equity85.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
4%₹734 Cr11,844,194
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIBANK
4%₹638 Cr9,018,750
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 500251
3%₹501 Cr4,667,198
↑ 22,853
Bata India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | BATAINDIA
3%₹435 Cr2,609,285
↑ 267,236
Astral Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
3%₹426 Cr2,570,603
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 500034
3%₹424 Cr785,000
Coforge Ltd (Technology)
Equity, Since 31 May 20 | COFORGE
3%₹421 Cr1,188,706
PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 19 | PIIND
3%₹417 Cr1,630,685
↑ 14,799
Tata Elxsi Ltd (Technology)
Equity, Since 31 Oct 20 | TATAELXSI
3%₹415 Cr508,361
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
2%₹408 Cr1,198,595

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.

Factors-Determining-top-11-sip

Quantitative Factors to Invest in Top SIP

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

Qualitative Factors to Invest in Top SIP

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

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FAQs

1. What are mutual funds?

A: Mutual funds are a part of the Systematic Investment Plan or SIPs that usually produce excellent returns later. When you invest in Mutual Funds, you diversify your investment portfolio. A mutual fund can be considered an investment tool developed by an Asset Management Company by pooling in multiple investors and companies' investments.

2. What are the different types of mutual funds?

A: Mutual funds can be broadly classified into the following types:

3. What are growth equity funds?

A: The growth Equity Funds are the most common mutual funds. However, this portfolio will consist of volatile investments. Nevertheless, investors often prefer the growth equity funds as these have higher returns and can be invested for a shorter period.

4. Why should you invest in a debt fund?

A: These investments are ideal for individuals who are looking for fixed returns on investment. The fixed income can be earned from debentures, debt securities, commercial papers, and government securities. Mutual funds would create a portfolio of various types of investments and dissipate the risk.

5. Why should you invest in SIPs?

A: SIPs can provide the investor with assured income. If you are interested in earning passive income and want to ensure that your investment produces regular income, then you can consider investing in SIPs. .

6. Why invest in a tax saving mutual fund?

A: If you are looking to grow your Capital and at the same time want to enjoy tax exemptions, then you could invest in a tax saving mutual fund. Under Section 80C of the income tax Act of 1861, if you invest in equity-linked tax saving mutual funds, you can enjoy tax exemptions on your investment.

7. Do I need a broker to invest in mutual funds?

A: You will need the support of a broker or a financial institute to help you with the investment. You will need the support to identify the suitable SIPs and ensure that the investments have been made correctly.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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