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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 20 - 21
- Parameters to Consider While Investing in Best Systematic Investment Plans
- How to Invest in SIP MF Online?
Top 11 Funds
- Franklin India Feeder - Franklin U S Opportunities Fund
- DSP BlackRock World Gold Fund
- Aditya Birla Sun Life Digital India Fund
- Nippon India US Equity Opportunites Fund
- ICICI Prudential US Bluechip Equity Fund
- ICICI Prudential Technology Fund
- Franklin India Technology Fund
- Parag Parikh Long Term Equity Fund
- Mirae Asset Emerging Bluechip Fund
- DSP BlackRock US Flexible Equity Fund
- SBI Technology Opportunities Fund
11 Best Mutual Funds for SIP 2020
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
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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
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 "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 Below is the key information for DSP BlackRock World Gold 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 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 Below is the key information for Nippon India US Equity Opportunites Fund Returns up to 1 year are on 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 Below is the key information for ICICI Prudential US Bluechip Equity Fund Returns up to 1 year are on 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 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 (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 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 Below is the key information for Mirae Asset Emerging Bluechip Fund Returns up to 1 year are on The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of BGF – USFEF. 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 money market/liquid schemes of DSP BlackRock 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. It shall be noted ‘similar overseas mutual fund schemes’ shall have investment objective, investment strategy and risk profile/consideration similar to those of BGF – USFEF. DSP BlackRock US Flexible Equity Fund is a Equity - Global fund was launched on 3 Aug 12. It is a fund with High risk and has given a Below is the key information for DSP BlackRock US Flexible Equity 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 Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2019 (%) Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹47.6283
↓ -0.14 ₹2,252 500 9.9 33 48.1 25.8 18.6 34.2 DSP BlackRock World Gold Fund Growth ₹21.0257
↑ 0.02 ₹860 500 2.4 28.7 57.6 18.4 17 35.1 Aditya Birla Sun Life Digital India Fund Growth ₹74.83
↑ 0.01 ₹611 1,000 26.9 62.4 37.4 25.3 16 9.6 Nippon India US Equity Opportunites Fund Growth ₹19.645
↑ 0.06 ₹200 100 3 21.2 20.4 17.7 15.8 31.8 ICICI Prudential US Bluechip Equity Fund Growth ₹34.76
↑ 0.16 ₹822 100 2.7 13.6 18.4 17.2 14.8 34.3 ICICI Prudential Technology Fund Growth ₹84.13
↓ -0.31 ₹692 100 33 80.7 43.5 26 14.8 2.3 Franklin India Technology Fund Growth ₹228.09
↑ 0.24 ₹357 500 19.7 55.4 43.2 23 14.6 12.4 Parag Parikh Long Term Equity Fund Growth ₹31.8698
↓ -0.08 ₹4,798 1,000 11.8 35.8 22.7 12.6 13.9 14.4 Mirae Asset Emerging Bluechip Fund Growth ₹59.687
↑ 0.65 ₹11,466 1,000 10 27.8 10.5 6.4 13.5 14.7 DSP BlackRock US Flexible Equity Fund Growth ₹31.7107
↑ 0.37 ₹250 500 6.8 25.7 22.2 14.4 13.4 27.5 SBI Technology Opportunities Fund Growth ₹86.0349
↓ -0.18 ₹273 500 20 49.1 30.5 23.1 13 12.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Oct 20 200 Crore in Equity Category of mutual funds ordered based on 5 year calendar year returns.
1. Franklin India Feeder - Franklin U S Opportunities Fund
CAGR/Annualized return of 19.7% since its launch. Ranked 6 in Global category. Return for 2019 was 34.2% , 2018 was 6.5% and 2017 was 18.1% . Franklin India Feeder - Franklin U S Opportunities Fund
Growth Launch Date 6 Feb 12 NAV (16 Oct 20) ₹47.6283 ↓ -0.14 (-0.30 %) Net Assets (Cr) ₹2,252 on 30 Sep 20 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.56 Sharpe Ratio 1.61 Information Ratio 0.1 Alpha Ratio 3.64 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 30 Sep 15 ₹10,000 30 Sep 16 ₹10,530 30 Sep 17 ₹12,077 30 Sep 18 ₹16,537 30 Sep 19 ₹16,178 30 Sep 20 ₹23,415 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 16 Oct 20 Duration Returns 1 Month 6% 3 Month 9.9% 6 Month 33% 1 Year 48.1% 3 Year 25.8% 5 Year 18.6% 10 Year 15 Year Since launch 19.7% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Mayank Bukrediwala 24 Aug 20 0.1 Yr. Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Sep 20
Equity Sector Allocation
Sector Value Technology 27.56% Health Care 16.4% Financial Services 14.27% Consumer Cyclical 13.14% Communication Services 7.96% Industrials 5.83% Real Estate 5.79% Consumer Defensive 2.2% Basic Materials 1.21% Asset Allocation
Asset Class Value Cash 1.75% Equity 94.72% Other 3.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin US Opportunities I(acc)USD
Investment Fund | -100% ₹2,253 Cr 4,631,642
↑ 111,337 Call, Cash & Other Assets
CBLO | -0% -₹1 Cr 2. DSP BlackRock World Gold Fund
CAGR/Annualized return of 5.8% since its launch. Ranked 11 in Global category. Return for 2019 was 35.1% , 2018 was -10.7% and 2017 was -4% . DSP BlackRock World Gold Fund
Growth Launch Date 14 Sep 07 NAV (16 Oct 20) ₹21.0257 ↑ 0.02 (0.08 %) Net Assets (Cr) ₹860 on 30 Sep 20 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.32 Sharpe Ratio 0.94 Information Ratio -1.09 Alpha Ratio -6.56 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.
Date Value 30 Sep 15 ₹10,000 30 Sep 16 ₹18,559 30 Sep 17 ₹15,414 30 Sep 18 ₹12,951 30 Sep 19 ₹17,118 30 Sep 20 ₹25,362 Returns for DSP BlackRock World Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20 Duration Returns 1 Month -7.1% 3 Month 2.4% 6 Month 28.7% 1 Year 57.6% 3 Year 18.4% 5 Year 17% 10 Year 15 Year Since launch 5.8% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Jay Kothari 1 Mar 13 7.59 Yr. Data below for DSP BlackRock World Gold Fund as on 30 Sep 20
Equity Sector Allocation
Sector Value Basic Materials 91.07% Asset Allocation
Asset Class Value Cash 5.3% Equity 92.22% Debt 0.04% Other 2.44% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Gold I2
Investment Fund | -97% ₹835 Cr 2,224,850
↑ 242,297 Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -5% ₹41 Cr Net Receivables/Payables
Net Current Assets | -2% -₹16 Cr 3. Aditya Birla Sun Life Digital India Fund
CAGR/Annualized return of 10.2% since its launch. Ranked 33 in Sectoral category. Return for 2019 was 9.6% , 2018 was 15.6% and 2017 was 22.4% . Aditya Birla Sun Life Digital India Fund
Growth Launch Date 15 Jan 00 NAV (19 Oct 20) ₹74.83 ↑ 0.01 (0.01 %) Net Assets (Cr) ₹611 on 30 Sep 20 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 2.75 Sharpe Ratio 0.86 Information Ratio 0.58 Alpha Ratio 6.16 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 30 Sep 15 ₹10,000 30 Sep 16 ₹9,468 30 Sep 17 ₹10,191 30 Sep 18 ₹14,730 30 Sep 19 ₹15,096 30 Sep 20 ₹19,839 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 16 Oct 20 Duration Returns 1 Month 5.1% 3 Month 26.9% 6 Month 62.4% 1 Year 37.4% 3 Year 25.3% 5 Year 16% 10 Year 15 Year Since launch 10.2% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Kunal Sangoi 15 Jan 14 6.71 Yr. Data below for Aditya Birla Sun Life Digital India Fund as on 30 Sep 20
Equity Sector Allocation
Sector Value Technology 74.05% Communication Services 13.47% Industrials 9.62% Asset Allocation
Asset Class Value Cash 2.85% Equity 97.14% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY24% ₹148 Cr 1,470,909 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 5327558% ₹50 Cr 634,366
↓ -69,252 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL6% ₹38 Cr 907,923
↓ -223,163 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS6% ₹36 Cr 143,183
↑ 49,480 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH5% ₹31 Cr 387,067
↓ -137,199 Majesco Ltd (Technology)
Equity, Since 31 Jan 18 | 5392895% ₹30 Cr 364,392
↓ -93,059 Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT5% ₹30 Cr 769,609 Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Jun 18 | 5171744% ₹27 Cr 8,159 Apple Inc (Technology)
Equity, Since 30 Nov 18 | AAPL3% ₹21 Cr 25,144 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT3% ₹20 Cr 147,331
↓ -7,790 4. Nippon India US Equity Opportunites Fund
CAGR/Annualized return of 13.8% since its launch. Return for 2019 was 31.8% , 2018 was 7.7% and 2017 was 16.9% . Nippon India US Equity Opportunites Fund
Growth Launch Date 23 Jul 15 NAV (16 Oct 20) ₹19.645 ↑ 0.06 (0.29 %) Net Assets (Cr) ₹200 on 30 Sep 20 Category Equity - Global AMC Nippon Life Asset Management Ltd. Rating Risk High Expense Ratio 2.62 Sharpe Ratio 0.78 Information Ratio 0.03 Alpha Ratio 0.52 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 30 Sep 15 ₹10,000 30 Sep 16 ₹11,381 30 Sep 17 ₹13,123 30 Sep 18 ₹16,704 30 Sep 19 ₹17,252 30 Sep 20 ₹21,060 Returns for Nippon India US Equity Opportunites Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20 Duration Returns 1 Month 0.4% 3 Month 3% 6 Month 21.2% 1 Year 20.4% 3 Year 17.7% 5 Year 15.8% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Anju Chhajer 23 Jul 15 5.2 Yr. Kinjal Desai 25 May 18 2.36 Yr. Data below for Nippon India US Equity Opportunites Fund as on 30 Sep 20
Equity Sector Allocation
Sector Value Consumer Cyclical 22.65% Health Care 20.88% Communication Services 19.41% Financial Services 14.68% Technology 14.58% Energy 4.83% Asset Allocation
Asset Class Value Cash 2.97% Equity 97.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity Mastercard Inc A (Financial Services)
Equity, Since 31 Jul 15 | MA9% ₹18 Cr 7,121
↑ 2,990 Microsoft Corp (Technology)
Equity, Since 30 Nov 18 | MSFT9% ₹18 Cr 11,424
↑ 4,292 Facebook Inc A (Communication Services)
Equity, Since 31 Oct 16 | FB8% ₹16 Cr 8,209
↑ 2,645 Lowe's Companies Inc (Consumer Cyclical)
Equity, Since 30 Sep 16 | LOW7% ₹15 Cr 12,034
↑ 2,516 IQVIA Holdings Inc (Healthcare)
Equity, Since 28 Feb 17 | IQV7% ₹14 Cr 12,294
↑ 4,256 Alphabet Inc A (Communication Services)
Equity, Since 31 Jul 15 | GOOGL6% ₹12 Cr 1,121
↑ 437 Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Mar 19 | AMZN6% ₹12 Cr 513
↑ 49 Visa Inc Class A (Financial Services)
Equity, Since 31 Jan 17 | V6% ₹12 Cr 7,881
↑ 2,295 Booking Holdings Inc (Consumer Cyclical)
Equity, Since 31 Jul 15 | BKNG6% ₹12 Cr 913
↑ 294 AmerisourceBergen Corp (Healthcare)
Equity, Since 31 May 16 | ABC5% ₹10 Cr 13,958
↑ 2,220 5. ICICI Prudential US Bluechip Equity Fund
CAGR/Annualized return of 16.2% since its launch. Ranked 7 in Global category. Return for 2019 was 34.3% , 2018 was 5.2% and 2017 was 14.1% . ICICI Prudential US Bluechip Equity Fund
Growth Launch Date 6 Jul 12 NAV (16 Oct 20) ₹34.76 ↑ 0.16 (0.46 %) Net Assets (Cr) ₹822 on 30 Sep 20 Category Equity - Global AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.51 Sharpe Ratio 0.74 Information Ratio -0.22 Alpha Ratio -0.01 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.
Date Value 30 Sep 15 ₹10,000 30 Sep 16 ₹11,217 30 Sep 17 ₹12,880 30 Sep 18 ₹16,372 30 Sep 19 ₹17,090 30 Sep 20 ₹19,953 Returns for ICICI Prudential US Bluechip Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20 Duration Returns 1 Month 0.7% 3 Month 2.7% 6 Month 13.6% 1 Year 18.4% 3 Year 17.2% 5 Year 14.8% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Rohan Maru 19 Sep 13 7.04 Yr. Priyanka Khandelwal 30 Jun 17 3.25 Yr. Data below for ICICI Prudential US Bluechip Equity Fund as on 30 Sep 20
Equity Sector Allocation
Sector Value Technology 19.11% Health Care 17.75% Consumer Defensive 15.28% Industrials 12.71% Financial Services 11.6% Consumer Cyclical 9.57% Communication Services 6.59% Basic Materials 2.71% Energy 0.98% Asset Allocation
Asset Class Value Cash 3.69% Equity 96.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity Salesforce.com Inc (Technology)
Equity, Since 31 Dec 18 | CRM3% ₹25 Cr 12,340 Aspen Technology Inc (Technology)
Equity, Since 30 Jun 20 | AZPN3% ₹24 Cr 25,632 Biogen Inc (Healthcare)
Equity, Since 31 Dec 15 | BIIB3% ₹23 Cr 11,038
↑ 1,503 American Express Co (Financial Services)
Equity, Since 31 Mar 20 | AXP3% ₹23 Cr 30,776
↑ 2,829 Constellation Brands Inc A (Consumer Defensive)
Equity, Since 31 Mar 20 | STZ3% ₹23 Cr 16,697
↑ 1,884 Comcast Corp Class A (Communication Services)
Equity, Since 31 May 20 | CMCSA3% ₹23 Cr 68,332
↑ 6,365 Coca-Cola Co (Consumer Defensive)
Equity, Since 30 Jun 20 | KO3% ₹22 Cr 61,445
↑ 6,502 Altria Group Inc (Consumer Defensive)
Equity, Since 30 Sep 19 | MO3% ₹22 Cr 68,838
↑ 5,178 Kellogg Co (Consumer Defensive)
Equity, Since 31 Dec 18 | K3% ₹22 Cr 42,435
↑ 3,644 Gilead Sciences Inc (Healthcare)
Equity, Since 31 May 16 | GILD3% ₹22 Cr 45,067
↑ 8,889 6. ICICI Prudential Technology Fund
CAGR/Annualized return of 10.9% since its launch. Ranked 37 in Sectoral category. Return for 2019 was 2.3% , 2018 was 19.1% and 2017 was 19.8% . ICICI Prudential Technology Fund
Growth Launch Date 3 Mar 00 NAV (19 Oct 20) ₹84.13 ↓ -0.31 (-0.37 %) Net Assets (Cr) ₹692 on 30 Sep 20 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 2.6 Sharpe Ratio 0.91 Information Ratio -0.35 Alpha Ratio 4.24 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 30 Sep 15 ₹10,000 30 Sep 16 ₹8,933 30 Sep 17 ₹9,486 30 Sep 18 ₹14,364 30 Sep 19 ₹13,890 30 Sep 20 ₹18,896 Returns for ICICI Prudential Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20 Duration Returns 1 Month 3.8% 3 Month 33% 6 Month 80.7% 1 Year 43.5% 3 Year 26% 5 Year 14.8% 10 Year 15 Year Since launch 10.9% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Sankaran Naren 14 Jul 17 3.22 Yr. Priyanka Khandelwal 8 Jul 20 0.23 Yr. Vaibhav Dusad 2 May 20 0.41 Yr. Data below for ICICI Prudential Technology Fund as on 30 Sep 20
Equity Sector Allocation
Sector Value Technology 69.59% Communication Services 18.45% Industrials 4.9% Consumer Defensive 0.85% Asset Allocation
Asset Class Value Cash 6.21% Equity 93.79% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY27% ₹149 Cr 1,609,724
↓ -200,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL10% ₹53 Cr 1,036,840
↑ 515,576 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS7% ₹36 Cr 158,185
↑ 85,000 IndiaMART InterMESH Ltd (Communication Services)
Equity, Since 30 Jun 20 | 5427266% ₹32 Cr 86,256 Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 5327555% ₹26 Cr 356,099
↑ 183,973 Hexaware Technologies Ltd (Technology)
Equity, Since 31 May 20 | 5321295% ₹25 Cr 623,965
↓ -50,000 Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 5076854% ₹22 Cr 806,936
↑ 130,000 Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Jul 16 | 5400054% ₹22 Cr 88,788
↓ -7,630 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Aug 20 | NAUKRI3% ₹16 Cr 48,545
↑ 48,545 TeamLease Services Ltd (Industrials)
Equity, Since 31 May 20 | TEAMLEASE3% ₹15 Cr 64,340 7. Franklin India Technology Fund
CAGR/Annualized return of 18.8% since its launch. Ranked 41 in Sectoral category. Return for 2019 was 12.4% , 2018 was 11.9% and 2017 was 19.1% . Franklin India Technology Fund
Growth Launch Date 22 Aug 98 NAV (16 Oct 20) ₹228.09 ↑ 0.24 (0.11 %) Net Assets (Cr) ₹357 on 30 Sep 20 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk High Expense Ratio 2.46 Sharpe Ratio 1.04 Information Ratio 0.28 Alpha Ratio 10.2 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 30 Sep 15 ₹10,000 30 Sep 16 ₹9,252 30 Sep 17 ₹10,046 30 Sep 18 ₹13,709 30 Sep 19 ₹13,334 30 Sep 20 ₹18,092 Returns for Franklin India Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20 Duration Returns 1 Month 6.4% 3 Month 19.7% 6 Month 55.4% 1 Year 43.2% 3 Year 23% 5 Year 14.6% 10 Year 15 Year Since launch 18.8% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Anand Radhakrishnan 3 Mar 07 13.59 Yr. Varun Sharma 30 Nov 15 4.84 Yr. Pyari Menon 26 Sep 19 1.01 Yr. Data below for Franklin India Technology Fund as on 30 Sep 20
Equity Sector Allocation
Sector Value Technology 70.62% Communication Services 16.07% Consumer Cyclical 2.89% Industrials 2.33% Financial Services 0.76% Real Estate 0.35% Health Care 0.13% Asset Allocation
Asset Class Value Cash 6.6% Equity 93.23% Other 0.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY27% ₹95 Cr 945,647 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS9% ₹32 Cr 130,000 Franklin Technology I Acc USD
Investment Fund | -9% ₹32 Cr 91,868 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH9% ₹31 Cr 380,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL6% ₹21 Cr 500,000
↑ 140,000 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI5% ₹17 Cr 46,300 Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 5327554% ₹16 Cr 200,000 Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 30 Nov 18 | 23303% ₹10 Cr 88,000 Cyient Ltd (Industrials)
Equity, Since 31 Dec 06 | CYIENT2% ₹8 Cr 215,000 Cognizant Technology Solutions Corp A (Technology)
Equity, Since 30 Apr 16 | CTSH2% ₹8 Cr 15,960 8. Parag Parikh Long Term Equity Fund
CAGR/Annualized return of 16.9% since its launch. Ranked 34 in Multi Cap category. Return for 2019 was 14.4% , 2018 was -0.4% and 2017 was 29.4% . Parag Parikh Long Term Equity Fund
Growth Launch Date 24 May 13 NAV (19 Oct 20) ₹31.8698 ↓ -0.08 (-0.24 %) Net Assets (Cr) ₹4,798 on 30 Sep 20 Category Equity - Multi Cap AMC PPFAS Asset Management Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.06 Sharpe Ratio 0.73 Information Ratio 1.02 Alpha Ratio 19.61 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 30 Sep 15 ₹10,000 30 Sep 16 ₹11,466 30 Sep 17 ₹13,785 30 Sep 18 ₹15,292 30 Sep 19 ₹15,923 30 Sep 20 ₹19,739 Returns for Parag Parikh Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20 Duration Returns 1 Month 1.8% 3 Month 11.8% 6 Month 35.8% 1 Year 22.7% 3 Year 12.6% 5 Year 13.9% 10 Year 15 Year Since launch 16.9% Historical performance (Yearly) on absolute basis
Year Returns 2019 14.4% 2018 -0.4% 2017 29.4% 2016 3.3% 2015 8.9% 2014 44.8% 2013 2012 2011 2010 Fund Manager information for Parag Parikh Long Term Equity Fund
Name Since Tenure Raj Mehta 27 Jan 16 4.68 Yr. Rajeev Thakkar 24 May 13 7.36 Yr. Raunak Onkar 24 May 13 7.36 Yr. Data below for Parag Parikh Long Term Equity Fund as on 30 Sep 20
Equity Sector Allocation
Sector Value Financial Services 22.56% Technology 21.26% Consumer Cyclical 20.74% Communication Services 11.87% Consumer Defensive 9.61% Health Care 7.32% Asset Allocation
Asset Class Value Cash 6.63% Equity 93.37% Top Securities Holdings / Portfolio
Name Holding Value Quantity Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 14 | PERSISTENT8% ₹397 Cr 2,958,527 Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN7% ₹356 Cr 15,323 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC7% ₹337 Cr 19,644,240
↑ 800,005 Alphabet Inc Class C (Communication Services)
Equity, Since 31 Oct 15 | GOOG7% ₹330 Cr 30,398
↑ 4,025 Mphasis Ltd (Technology)
Equity, Since 30 Jun 13 | 5262996% ₹271 Cr 1,955,578 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO5% ₹252 Cr 802,207 Facebook Inc A (Communication Services)
Equity, Since 31 Jul 17 | FB5% ₹240 Cr 124,349 Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSFT5% ₹224 Cr 146,780
↑ 58,700 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 5004904% ₹215 Cr 889,164 Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Jul 20 | 5407504% ₹186 Cr 8,955,802
↑ 1,557,560 9. Mirae Asset Emerging Bluechip Fund
CAGR/Annualized return of 19% since its launch. Return for 2019 was 14.7% , 2018 was -5.4% and 2017 was 49% . Mirae Asset Emerging Bluechip Fund
Growth Launch Date 9 Jul 10 NAV (19 Oct 20) ₹59.687 ↑ 0.65 (1.09 %) Net Assets (Cr) ₹11,466 on 30 Sep 20 Category Equity - Large & Mid Cap AMC Mirae Asset Global Inv (India) Pvt. Ltd Rating Risk Moderately High Expense Ratio 1.61 Sharpe Ratio 0.27 Information Ratio 1 Alpha Ratio 3.36 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 30 Sep 15 ₹10,000 30 Sep 16 ₹12,319 30 Sep 17 ₹15,441 30 Sep 18 ₹15,711 30 Sep 19 ₹17,489 30 Sep 20 ₹18,985 Returns for Mirae Asset Emerging Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20 Duration Returns 1 Month 0.7% 3 Month 10% 6 Month 27.8% 1 Year 10.5% 3 Year 6.4% 5 Year 13.5% 10 Year 15 Year Since launch 19% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Neelesh Surana 9 Jul 10 10.24 Yr. Ankit Jain 31 Jan 19 1.67 Yr. Data below for Mirae Asset Emerging Bluechip Fund as on 30 Sep 20
Equity Sector Allocation
Sector Value Financial Services 30.12% Technology 10.61% Consumer Defensive 9.78% Consumer Cyclical 9.54% Industrials 9.43% Health Care 8.4% Basic Materials 7.28% Energy 6.04% Utility 3.47% Communication Services 3.27% Asset Allocation
Asset Class Value Cash 0.65% Equity 99.35% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK7% ₹802 Cr 7,185,544
↑ 730,000 ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK6% ₹627 Cr 15,887,341
↑ 1,340,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY4% ₹475 Cr 5,112,720
↑ 160,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5322154% ₹471 Cr 9,487,588 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE4% ₹429 Cr 2,064,196
↓ -420,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL3% ₹381 Cr 7,434,000
↑ 4,300,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 19 | TCS3% ₹329 Cr 1,458,005 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 18 | 5002713% ₹313 Cr 5,311,393 State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN3% ₹310 Cr 14,610,277 Voltas Ltd (Industrials)
Equity, Since 31 Dec 14 | VOLTAS3% ₹294 Cr 4,634,286 10. DSP BlackRock US Flexible Equity Fund
CAGR/Annualized return of 15.1% since its launch. Ranked 3 in Global category. Return for 2019 was 27.5% , 2018 was -1.1% and 2017 was 15.5% . DSP BlackRock US Flexible Equity Fund
Growth Launch Date 3 Aug 12 NAV (16 Oct 20) ₹31.7107 ↑ 0.37 (1.18 %) Net Assets (Cr) ₹250 on 30 Sep 20 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆☆ Risk High Expense Ratio 1.63 Sharpe Ratio 0.73 Information Ratio -0.81 Alpha Ratio -0.79 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.
Date Value 30 Sep 15 ₹10,000 30 Sep 16 ₹10,884 30 Sep 17 ₹13,044 30 Sep 18 ₹16,598 30 Sep 19 ₹15,819 30 Sep 20 ₹18,948 Returns for DSP BlackRock US Flexible Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20 Duration Returns 1 Month 2% 3 Month 6.8% 6 Month 25.7% 1 Year 22.2% 3 Year 14.4% 5 Year 13.4% 10 Year 15 Year Since launch 15.1% Historical performance (Yearly) on absolute basis
Year Returns 2019 27.5% 2018 -1.1% 2017 15.5% 2016 9.8% 2015 2.5% 2014 13.1% 2013 46.7% 2012 2011 2010 Fund Manager information for DSP BlackRock US Flexible Equity Fund
Name Since Tenure Kedar Karnik 17 Jul 16 4.21 Yr. Laukik Bagwe 3 Aug 12 8.16 Yr. Jay Kothari 1 Mar 13 7.59 Yr. Data below for DSP BlackRock US Flexible Equity Fund as on 30 Sep 20
Equity Sector Allocation
Sector Value Technology 23.75% Financial Services 11.83% Health Care 11.69% Communication Services 11.6% Consumer Cyclical 10.96% Consumer Defensive 8.56% Industrials 8.13% Basic Materials 2.64% Energy 2.54% Utility 1.11% Real Estate 0.69% Asset Allocation
Asset Class Value Cash 6.48% Equity 93.5% Debt 0.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF US Flexible Equity I2 USD
Investment Fund | -95% ₹238 Cr 1,186,829
↑ 271,335 Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -5% ₹12 Cr Net Receivables/Payables
Net Current Assets | -0% ₹0 Cr 11. SBI Technology Opportunities Fund
CAGR/Annualized return of 18.5% since its launch. Ranked 42 in Sectoral category. Return for 2019 was 12.2% , 2018 was 17.1% and 2017 was 13% . SBI Technology Opportunities Fund
Growth Launch Date 9 Jan 13 NAV (19 Oct 20) ₹86.0349 ↓ -0.18 (-0.21 %) Net Assets (Cr) ₹273 on 30 Sep 20 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆ Risk High Expense Ratio 3.02 Sharpe Ratio 0.73 Information Ratio 0.37 Alpha Ratio 1.21 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 30 Sep 15 ₹10,000 30 Sep 16 ₹9,527 30 Sep 17 ₹9,563 30 Sep 18 ₹13,714 30 Sep 19 ₹14,174 30 Sep 20 ₹17,462 Returns for SBI Technology Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 20 Duration Returns 1 Month 5.6% 3 Month 20% 6 Month 49.1% 1 Year 30.5% 3 Year 23.1% 5 Year 13% 10 Year 15 Year Since launch 18.5% Historical performance (Yearly) on absolute basis
Year Returns 2019 12.2% 2018 17.1% 2017 13% 2016 -3.3% 2015 2.4% 2014 29.2% 2013 2012 2011 2010 Fund Manager information for SBI Technology Opportunities Fund
Name Since Tenure Anup Upadhyay 1 Jun 11 9.34 Yr. Data below for SBI Technology Opportunities Fund as on 30 Sep 20
Equity Sector Allocation
Sector Value Technology 74.56% Communication Services 14.95% Consumer Defensive 2.68% Financial Services 1.46% Industrials 1.2% Asset Allocation
Asset Class Value Cash 5.15% Equity 94.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY21% ₹59 Cr 581,800
↑ 35,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS18% ₹48 Cr 193,764 Tech Mahindra Ltd (Technology)
Equity, Since 31 Aug 15 | 53275510% ₹27 Cr 336,135
↑ 41,700 HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH9% ₹26 Cr 318,174
↑ 13,200 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL7% ₹20 Cr 483,630
↑ 73,000 Alphabet Inc A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL5% ₹14 Cr 1,255
↓ -170 Persistent Systems Ltd (Technology)
Equity, Since 31 Aug 20 | PERSISTENT3% ₹9 Cr 67,500 MindTree Ltd (Technology)
Equity, Since 30 Sep 20 | 5328193% ₹8 Cr 61,900
↑ 61,900 NIIT Ltd (Consumer Defensive)
Equity, Since 31 Mar 19 | 5003043% ₹7 Cr 549,946 Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 Aug 20 | 5324663% ₹7 Cr 23,700
↑ 9,700
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