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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
- DSP BlackRock World Gold Fund
- Franklin India Feeder - Franklin U S Opportunities Fund
- ICICI Prudential US Bluechip Equity Fund
- Aditya Birla Sun Life Digital India Fund
- Franklin India Technology Fund
- Parag Parikh Long Term Equity Fund
- Mirae Asset Emerging Bluechip Fund
- ICICI Prudential Technology Fund
- SBI Small Cap Fund
- IIFL Focused Equity Fund
- SBI Magnum COMMA 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 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 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 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 (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 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 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 (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 (Erstwhile IIFL India Growth Fund) The investment objective of the scheme is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. IIFL Focused Equity Fund is a Equity - Focused fund was launched on 30 Oct 14. It is a fund with Moderately High risk and has given a Below is the key information for IIFL Focused Equity Fund Returns up to 1 year are on To generate opportunities for growth along with possibility of consistent
returns by investing predominantly in a portfolio of stocks of companies engaged
in the commodity business within the following sectors - Oil & Gas, Metals,
Materials & Agriculture and in debt & money market instruments. SBI Magnum COMMA Fund is a Equity - Sectoral fund was launched on 8 Aug 05. It is a fund with High risk and has given a Below is the key information for SBI Magnum COMMA 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 (%) DSP BlackRock World Gold Fund Growth ₹22.5966
↓ -0.10 ₹539 500 27.7 57.4 64.5 24.2 23.2 35.1 Franklin India Feeder - Franklin U S Opportunities Fund Growth ₹45.4374
↓ -0.12 ₹1,844 500 24.9 22.6 43 25.7 16.3 34.2 ICICI Prudential US Bluechip Equity Fund Growth ₹33.58
↑ 0.08 ₹692 100 9.3 3.6 21 17.2 13.2 34.3 Aditya Birla Sun Life Digital India Fund Growth ₹64
↑ 0.15 ₹413 1,000 33.5 8.4 24.2 19.7 12.6 9.6 Franklin India Technology Fund Growth ₹201.065
↓ -0.91 ₹260 500 30.7 13.9 29.5 18.5 12.1 12.4 Parag Parikh Long Term Equity Fund Growth ₹29.63
↑ 0.06 ₹3,514 1,000 28.3 6.6 22.3 12.1 11.5 14.4 Mirae Asset Emerging Bluechip Fund Growth ₹55.4
↑ 0.24 ₹9,834 1,000 20.8 -5.4 10.4 5.3 11.3 14.7 ICICI Prudential Technology Fund Growth ₹68.69
↑ 0.43 ₹379 100 39.9 11.7 18.5 18.9 10.5 2.3 SBI Small Cap Fund Growth ₹52.3326
↑ 0.41 ₹3,917 500 19.6 -8.7 11.3 4.5 9.5 6.1 IIFL Focused Equity Fund Growth ₹17.632
↑ 0.05 ₹842 1,000 20.7 -7 12.3 6.6 9.4 27.3 SBI Magnum COMMA Fund Growth ₹39.8686
↑ 0.50 ₹221 500 28.3 3.5 19.1 2.8 9.2 11.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Aug 20 200 Crore in Equity Category of mutual funds ordered based on 5 year calendar year returns.
1. DSP BlackRock World Gold Fund
CAGR/Annualized return of 6.5% 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 (04 Aug 20) ₹22.5966 ↓ -0.10 (-0.46 %) Net Assets (Cr) ₹539 on 30 Jun 20 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.67 Sharpe Ratio 1.01 Information Ratio -1.28 Alpha Ratio -6.74 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 31 Jul 15 ₹10,000 31 Jul 16 ₹20,372 31 Jul 17 ₹14,966 31 Jul 18 ₹13,741 31 Jul 19 ₹16,832 31 Jul 20 ₹27,700 Returns for DSP BlackRock World Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 20 Duration Returns 1 Month 17% 3 Month 27.7% 6 Month 57.4% 1 Year 64.5% 3 Year 24.2% 5 Year 23.2% 10 Year 15 Year Since launch 6.5% 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 7.34 Yr. Data below for DSP BlackRock World Gold Fund as on 30 Jun 20
Equity Sector Allocation
Sector Value Basic Materials 90.52% Asset Allocation
Asset Class Value Cash 7.65% Equity 91.38% Debt 0.04% Other 0.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Gold I2
Investment Fund | -96% ₹515 Cr 1,470,865
↑ 30,857 Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -5% ₹27 Cr Net Receivables/Payables
Net Current Assets | -1% -₹3 Cr 2. Franklin India Feeder - Franklin U S Opportunities Fund
CAGR/Annualized return of 19.5% since its launch. Ranked 6 in Global category. Return for 2019 was 34.2% , 2018 was 6.5% and 2017 was 18.1% . Franklin India Feeder - Franklin U S Opportunities Fund
Growth Launch Date 6 Feb 12 NAV (04 Aug 20) ₹45.4374 ↓ -0.12 (-0.27 %) Net Assets (Cr) ₹1,844 on 30 Jun 20 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.74 Sharpe Ratio 1.28 Information Ratio 0.14 Alpha Ratio -2.43 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 Jul 15 ₹10,000 31 Jul 16 ₹9,530 31 Jul 17 ₹10,706 31 Jul 18 ₹13,605 31 Jul 19 ₹14,941 31 Jul 20 ₹20,900 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 4 Aug 20 Duration Returns 1 Month 7.3% 3 Month 24.9% 6 Month 22.6% 1 Year 43% 3 Year 25.7% 5 Year 16.3% 10 Year 15 Year Since launch 19.5% 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 Pyari Menon 26 Sep 19 0.76 Yr. Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Jun 20
Equity Sector Allocation
Sector Value Technology 25.81% Financial Services 15.34% Health Care 15.34% Consumer Cyclical 11.6% Communication Services 8.56% Real Estate 6.06% Industrials 5.97% Consumer Defensive 2.28% Basic Materials 1.14% Asset Allocation
Asset Class Value Cash 2.9% Equity 92.1% Other 4.99% Top Securities Holdings / Portfolio
Name Holding Value Quantity Franklin US Opportunities I(acc)USD
Investment Fund | -100% ₹1,839 Cr 4,121,697
↑ 150,519 Call, Cash & Other Assets
Receivables | -0% ₹5 Cr 3. 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 (04 Aug 20) ₹33.58 ↑ 0.08 (0.24 %) Net Assets (Cr) ₹692 on 30 Jun 20 Category Equity - Global AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.08 Sharpe Ratio 1.18 Information Ratio -0.16 Alpha Ratio 5.91 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 31 Jul 15 ₹10,000 31 Jul 16 ₹10,675 31 Jul 17 ₹11,586 31 Jul 18 ₹14,215 31 Jul 19 ₹15,335 31 Jul 20 ₹18,238 Returns for ICICI Prudential US Bluechip Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 20 Duration Returns 1 Month 1.1% 3 Month 9.3% 6 Month 3.6% 1 Year 21% 3 Year 17.2% 5 Year 13.2% 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 6.78 Yr. Priyanka Khandelwal 30 Jun 17 3 Yr. Data below for ICICI Prudential US Bluechip Equity Fund as on 30 Jun 20
Equity Sector Allocation
Sector Value Health Care 17.44% Technology 17.01% Consumer Defensive 13.67% Industrials 12.48% Consumer Cyclical 11.84% Financial Services 11.28% Communication Services 7.16% Basic Materials 2.45% Energy 1.24% Asset Allocation
Asset Class Value Cash 5.43% Equity 94.57% Top Securities Holdings / Portfolio
Name Holding Value Quantity Treps
CBLO/Reverse Repo | -8% ₹54 Cr Amazon.com Inc (Consumer Cyclical)
Equity, Since 30 Jun 16 | AMZN4% ₹28 Cr 1,352
↓ -411 Boeing Co (Industrials)
Equity, Since 31 Mar 20 | BA3% ₹22 Cr 16,158
↑ 1,368 Constellation Brands Inc A (Consumer Defensive)
Equity, Since 31 Mar 20 | STZ3% ₹18 Cr 13,815
↑ 2,129 Microchip Technology Inc (Technology)
Equity, Since 31 Dec 17 | MCHP3% ₹18 Cr 22,379 Salesforce.com Inc (Technology)
Equity, Since 31 Dec 18 | CRM3% ₹17 Cr 12,340 ServiceNow Inc (Technology)
Equity, Since 30 Sep 19 | NOW3% ₹17 Cr 5,691
↓ -1,411 Caterpillar Inc (Industrials)
Equity, Since 31 Dec 18 | CAT3% ₹17 Cr 18,216
↑ 1,938 Tiffany & Co (Consumer Cyclical)
Equity, Since 30 Jun 20 | TIF3% ₹17 Cr 18,860
↑ 18,860 Intel Corp (Technology)
Equity, Since 30 Sep 18 | INTC3% ₹17 Cr 38,381
↑ 4,441 4. Aditya Birla Sun Life Digital India Fund
CAGR/Annualized return of 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 (05 Aug 20) ₹64 ↑ 0.15 (0.23 %) Net Assets (Cr) ₹413 on 30 Jun 20 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 2.75 Sharpe Ratio 0.14 Information Ratio 0.25 Alpha Ratio 3.66 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 Jul 15 ₹10,000 31 Jul 16 ₹10,105 31 Jul 17 ₹10,653 31 Jul 18 ₹14,693 31 Jul 19 ₹14,892 31 Jul 20 ₹18,060 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 4 Aug 20 Duration Returns 1 Month 16.1% 3 Month 33.5% 6 Month 8.4% 1 Year 24.2% 3 Year 19.7% 5 Year 12.6% 10 Year 15 Year Since launch 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 6.46 Yr. Data below for Aditya Birla Sun Life Digital India Fund as on 30 Jun 20
Equity Sector Allocation
Sector Value Technology 68.35% Communication Services 17.19% Industrials 11.73% Asset Allocation
Asset Class Value Cash 2.71% Equity 97.28% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY27% ₹111 Cr 1,501,626
↑ 51,509 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL12% ₹50 Cr 887,330
↓ -42,150 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH6% ₹26 Cr 464,309
↓ -42,467 Honeywell Automation India Ltd (Industrials)
Equity, Since 30 Jun 18 | 5171746% ₹24 Cr 8,159 Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT5% ₹22 Cr 784,609 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS5% ₹20 Cr 98,420
↑ 9,628 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 5327554% ₹18 Cr 323,931
↓ -250,579 Apple Inc (Technology)
Equity, Since 30 Nov 18 | AAPL4% ₹17 Cr 6,286 Majesco Ltd (Technology)
Equity, Since 31 Jan 18 | 5392894% ₹16 Cr 457,451
↓ -883 Just Dial Ltd (Communication Services)
Equity, Since 30 Sep 19 | 5356484% ₹16 Cr 401,818 5. Franklin India Technology Fund
CAGR/Annualized return of 18.3% 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 (04 Aug 20) ₹201.065 ↓ -0.91 (-0.45 %) Net Assets (Cr) ₹260 on 30 Jun 20 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk High Expense Ratio 2.67 Sharpe Ratio 0.31 Information Ratio 0.1 Alpha Ratio 7.16 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 15 ₹10,000 31 Jul 16 ₹10,027 31 Jul 17 ₹10,477 31 Jul 18 ₹13,672 31 Jul 19 ₹13,740 31 Jul 20 ₹17,602 Returns for Franklin India Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 20 Duration Returns 1 Month 14% 3 Month 30.7% 6 Month 13.9% 1 Year 29.5% 3 Year 18.5% 5 Year 12.1% 10 Year 15 Year Since launch 18.3% 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 13.34 Yr. Varun Sharma 30 Nov 15 4.59 Yr. Pyari Menon 26 Sep 19 0.76 Yr. Data below for Franklin India Technology Fund as on 30 Jun 20
Equity Sector Allocation
Sector Value Technology 71.89% Communication Services 16.48% Industrials 2.23% Consumer Cyclical 1.53% Financial Services 1.02% Real Estate 0.5% Health Care 0.15% Asset Allocation
Asset Class Value Cash 0.57% Equity 93.8% Other 5.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY27% ₹70 Cr 945,647 Franklin Technology I Acc USD
Investment Fund | -11% ₹29 Cr 91,868 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS8% ₹22 Cr 105,766 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH8% ₹21 Cr 370,716 Call, Cash & Other Assets
Receivables | -5% ₹14 Cr Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL5% ₹14 Cr 248,973 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI5% ₹13 Cr 46,300 Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 5327554% ₹11 Cr 193,656 Cognizant Technology Solutions Corp A (Technology)
Equity, Since 30 Apr 16 | CTSH4% ₹10 Cr 22,500 Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 30 Nov 18 | 23303% ₹7 Cr 88,000 6. Parag Parikh Long Term Equity Fund
CAGR/Annualized return of 16.3% 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 (05 Aug 20) ₹29.63 ↑ 0.06 (0.20 %) Net Assets (Cr) ₹3,514 on 30 Jun 20 Category Equity - Multi Cap AMC PPFAS Asset Management Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.48 Sharpe Ratio 0.24 Information Ratio 0.81 Alpha Ratio 14.04 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 Jul 15 ₹10,000 31 Jul 16 ₹10,613 31 Jul 17 ₹12,461 31 Jul 18 ₹14,564 31 Jul 19 ₹14,477 31 Jul 20 ₹17,179 Returns for Parag Parikh Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 20 Duration Returns 1 Month 7.7% 3 Month 28.3% 6 Month 6.6% 1 Year 22.3% 3 Year 12.1% 5 Year 11.5% 10 Year 15 Year Since launch 16.3% 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 4.43 Yr. Rajeev Thakkar 24 May 13 7.11 Yr. Raunak Onkar 24 May 13 7.11 Yr. Data below for Parag Parikh Long Term Equity Fund as on 30 Jun 20
Equity Sector Allocation
Sector Value Financial Services 24.64% Consumer Cyclical 24.03% Technology 15.77% Communication Services 13.81% Health Care 8.29% Consumer Defensive 7.8% Asset Allocation
Asset Class Value Cash 5.67% Equity 94.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN9% ₹310 Cr 15,323 Alphabet Inc Class C (Communication Services)
Equity, Since 31 Oct 15 | GOOG8% ₹278 Cr 26,373 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK7% ₹244 Cr 2,285,909 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 5004906% ₹220 Cr 863,323 Facebook Inc A (Communication Services)
Equity, Since 31 Jul 17 | FB6% ₹207 Cr 124,349 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO6% ₹202 Cr 792,207 Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 14 | PERSISTENT5% ₹188 Cr 2,958,527 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC5% ₹180 Cr 9,265,842
↑ 1,000,000 Treps 01-Jul-2020
CBLO/Reverse Repo | -5% ₹180 Cr Mphasis Ltd (Technology)
Equity, Since 30 Jun 13 | 5262995% ₹172 Cr 1,955,578 7. Mirae Asset Emerging Bluechip Fund
CAGR/Annualized return of 18.5% 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 (05 Aug 20) ₹55.4 ↑ 0.24 (0.44 %) Net Assets (Cr) ₹9,834 on 30 Jun 20 Category Equity - Large & Mid Cap AMC Mirae Asset Global Inv (India) Pvt. Ltd Rating Risk Moderately High Expense Ratio 2.26 Sharpe Ratio -0.06 Information Ratio 0.89 Alpha Ratio 5.53 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 Jul 15 ₹10,000 31 Jul 16 ₹11,166 31 Jul 17 ₹14,924 31 Jul 18 ₹15,774 31 Jul 19 ₹16,100 31 Jul 20 ₹17,296 Returns for Mirae Asset Emerging Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 20 Duration Returns 1 Month 4.4% 3 Month 20.8% 6 Month -5.4% 1 Year 10.4% 3 Year 5.3% 5 Year 11.3% 10 Year 15 Year Since launch 18.5% 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 9.98 Yr. Ankit Jain 31 Jan 19 1.41 Yr. Data below for Mirae Asset Emerging Bluechip Fund as on 30 Jun 20
Equity Sector Allocation
Sector Value Financial Services 30.72% Industrials 10.73% Consumer Defensive 9.21% Technology 9.07% Health Care 9.01% Basic Materials 8.49% Consumer Cyclical 8.15% Energy 5.77% Utility 4.01% Communication Services 1.8% Asset Allocation
Asset Class Value Cash 2.43% Equity 97.57% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK7% ₹651 Cr 6,105,544
↓ -75,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE4% ₹442 Cr 2,594,196
↓ -702,500 ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK4% ₹402 Cr 11,444,341
↑ 485,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY4% ₹364 Cr 4,952,720
↑ 475,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5322154% ₹349 Cr 8,570,588 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 19 | TCS3% ₹304 Cr 1,458,005
↑ 280,000 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 18 | 5002713% ₹297 Cr 5,473,944
↑ 200,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 19 | LT3% ₹269 Cr 2,846,381 State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN3% ₹261 Cr 14,610,277
↓ -600,000 Voltas Ltd (Industrials)
Equity, Since 31 Dec 14 | VOLTAS2% ₹240 Cr 4,398,260
↑ 1,083,000 8. ICICI Prudential Technology Fund
CAGR/Annualized return of 9.9% 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 (05 Aug 20) ₹68.69 ↑ 0.43 (0.63 %) Net Assets (Cr) ₹379 on 30 Jun 20 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 2.76 Sharpe Ratio -0.22 Information Ratio -0.74 Alpha Ratio -1.62 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 15 ₹10,000 31 Jul 16 ₹9,625 31 Jul 17 ₹9,848 31 Jul 18 ₹13,847 31 Jul 19 ₹14,118 31 Jul 20 ₹16,437 Returns for ICICI Prudential Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 20 Duration Returns 1 Month 21% 3 Month 39.9% 6 Month 11.7% 1 Year 18.5% 3 Year 18.9% 5 Year 10.5% 10 Year 15 Year Since launch 9.9% 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 2.97 Yr. Priyanka Khandelwal 8 Jul 20 0 Yr. Vaibhav Dusad 2 May 20 0.16 Yr. Data below for ICICI Prudential Technology Fund as on 30 Jun 20
Equity Sector Allocation
Sector Value Technology 80.98% Communication Services 8.72% Industrials 5.59% Asset Allocation
Asset Class Value Cash 4.71% Equity 95.29% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY39% ₹148 Cr 2,014,724
↓ -359,016 Treps
CBLO/Reverse Repo | -8% ₹30 Cr Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 5076858% ₹29 Cr 1,316,936
↓ -406,866 HCL Technologies Ltd (Technology)
Equity, Since 31 Jul 19 | HCLTECH7% ₹26 Cr 469,992
↓ -128,867 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL6% ₹24 Cr 421,264
↑ 256,999 Hexaware Technologies Ltd (Technology)
Equity, Since 31 May 20 | 5321295% ₹21 Cr 623,965
↑ 299,250 Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Jul 16 | 5400054% ₹17 Cr 86,476
↓ -5,936 TeamLease Services Ltd (Industrials)
Equity, Since 31 May 20 | TEAMLEASE3% ₹13 Cr 75,855
↑ 43,124 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS3% ₹12 Cr 58,522
↓ -54,231 Net Current Assets
Net Current Assets | -3% -₹12 Cr 9. SBI Small Cap Fund
CAGR/Annualized return of 16.4% since its launch. Ranked 4 in Small Cap category. Return for 2019 was 6.1% , 2018 was -19.6% and 2017 was 78.7% . SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (05 Aug 20) ₹52.3326 ↑ 0.41 (0.79 %) Net Assets (Cr) ₹3,917 on 30 Jun 20 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.57 Sharpe Ratio -0.07 Information Ratio 1.12 Alpha Ratio 2.73 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 15 ₹10,000 31 Jul 16 ₹10,791 31 Jul 17 ₹14,083 31 Jul 18 ₹16,206 31 Jul 19 ₹14,678 31 Jul 20 ₹15,441 Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 20 Duration Returns 1 Month 5.6% 3 Month 19.6% 6 Month -8.7% 1 Year 11.3% 3 Year 4.5% 5 Year 9.5% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 2019 6.1% 2018 -19.6% 2017 78.7% 2016 1.3% 2015 20.6% 2014 110.7% 2013 7.8% 2012 31.9% 2011 -24.3% 2010 19% Fund Manager information for SBI Small Cap Fund
Name Since Tenure R. Srinivasan 16 Nov 13 6.63 Yr. Data below for SBI Small Cap Fund as on 30 Jun 20
Equity Sector Allocation
Sector Value Industrials 27.43% Consumer Cyclical 20.72% Basic Materials 14.93% Consumer Defensive 6.37% Technology 5.3% Financial Services 4.58% Energy 2.94% Health Care 2.53% Utility 2.07% Real Estate 0.35% Communication Services 0.01% Asset Allocation
Asset Class Value Cash 12.38% Equity 87.62% Top Securities Holdings / Portfolio
Name Holding Value Quantity Treps
CBLO/Reverse Repo | -12% ₹468 Cr Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 5220744% ₹160 Cr 11,000,000 Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | 5084864% ₹143 Cr 352,000 Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 5315314% ₹140 Cr 2,135,000 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT4% ₹139 Cr 1,005,235 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Aug 18 | 5406993% ₹132 Cr 230,000
↓ -111,444 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 5325043% ₹128 Cr 790,000 Engineers India Ltd (Industrials)
Equity, Since 30 Nov 19 | 5321783% ₹118 Cr 15,701,235 Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 5423993% ₹117 Cr 8,930,720
↑ 4,005,720 Great Eastern Shipping Co Ltd (Energy)
Equity, Since 31 Oct 17 | GESHIP3% ₹115 Cr 5,424,681
↑ 4,322,691 10. IIFL Focused Equity Fund
CAGR/Annualized return of 10.3% since its launch. Return for 2019 was 27.3% , 2018 was -6.8% and 2017 was 30% . IIFL Focused Equity Fund
Growth Launch Date 30 Oct 14 NAV (05 Aug 20) ₹17.632 ↑ 0.05 (0.30 %) Net Assets (Cr) ₹842 on 30 Jun 20 Category Equity - Focused AMC IIFL Asset Management Limited Rating Risk Moderately High Expense Ratio 2.42 Sharpe Ratio 0.02 Information Ratio 0.36 Alpha Ratio 9.59 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-2 Months (2%),2 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 15 ₹10,000 31 Jul 16 ₹11,026 31 Jul 17 ₹13,070 31 Jul 18 ₹13,361 31 Jul 19 ₹14,346 31 Jul 20 ₹15,587 Returns for IIFL Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 20 Duration Returns 1 Month 6.7% 3 Month 20.7% 6 Month -7% 1 Year 12.3% 3 Year 6.6% 5 Year 9.4% 10 Year 15 Year Since launch 10.3% Historical performance (Yearly) on absolute basis
Year Returns 2019 27.3% 2018 -6.8% 2017 30% 2016 9.9% 2015 1.8% 2014 2013 2012 2011 2010 Fund Manager information for IIFL Focused Equity Fund
Name Since Tenure Mayur Patel 11 Nov 19 0.64 Yr. Data below for IIFL Focused Equity Fund as on 30 Jun 20
Equity Sector Allocation
Sector Value Financial Services 29.28% Health Care 15.55% Technology 11.24% Basic Materials 9.3% Consumer Cyclical 9.26% Industrials 9.1% Communication Services 5.81% Energy 3.4% Asset Allocation
Asset Class Value Cash 7.06% Equity 92.94% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK10% ₹82 Cr 2,340,569 HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK7% ₹57 Cr 536,828
↑ 260,000 Tri-Party Repo
CBLO/Reverse Repo | -6% ₹49 Cr Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL6% ₹49 Cr 873,922
↑ 109,614 Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY6% ₹47 Cr 633,911
↑ 45,500 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Oct 19 | 5001245% ₹46 Cr 115,977 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 May 19 | CROMPTON5% ₹41 Cr 1,708,382
↑ 169,500 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 18 | LT5% ₹39 Cr 411,358
↓ -42,900 Procter & Gamble Health Ltd (Healthcare)
Equity, Since 31 Mar 18 | 5001264% ₹35 Cr 85,504 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000344% ₹31 Cr 109,538 11. SBI Magnum COMMA Fund
CAGR/Annualized return of 9.7% since its launch. Ranked 9 in Sectoral category. Return for 2019 was 11.8% , 2018 was -18.7% and 2017 was 39.2% . SBI Magnum COMMA Fund
Growth Launch Date 8 Aug 05 NAV (05 Aug 20) ₹39.8686 ↑ 0.50 (1.27 %) Net Assets (Cr) ₹221 on 30 Jun 20 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.71 Sharpe Ratio -0.1 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 15 ₹10,000 31 Jul 16 ₹10,908 31 Jul 17 ₹14,226 31 Jul 18 ₹14,533 31 Jul 19 ₹13,349 31 Jul 20 ₹15,114 Returns for SBI Magnum COMMA Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Aug 20 Duration Returns 1 Month 12.2% 3 Month 28.3% 6 Month 3.5% 1 Year 19.1% 3 Year 2.8% 5 Year 9.2% 10 Year 15 Year Since launch 9.7% Historical performance (Yearly) on absolute basis
Year Returns 2019 11.8% 2018 -18.7% 2017 39.2% 2016 32.3% 2015 -6.1% 2014 31.5% 2013 -13.1% 2012 13.9% 2011 -28.5% 2010 9% Fund Manager information for SBI Magnum COMMA Fund
Name Since Tenure Richard D'souza 1 Aug 14 5.92 Yr. Data below for SBI Magnum COMMA Fund as on 30 Jun 20
Equity Sector Allocation
Sector Value Basic Materials 55.37% Energy 27.58% Consumer Defensive 4.52% Industrials 2.95% Utility 2.82% Asset Allocation
Asset Class Value Cash 6.42% Equity 93.58% Top Securities Holdings / Portfolio
Name Holding Value Quantity Treps
CBLO/Reverse Repo | -11% ₹25 Cr Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE8% ₹17 Cr 98,500 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 19 | 5005478% ₹17 Cr 443,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 18 | ULTRACEMCO7% ₹15 Cr 38,000 Shree Cement Ltd (Basic Materials)
Equity, Since 31 Jan 19 | 5003876% ₹14 Cr 6,000 UPL Ltd (Basic Materials)
Equity, Since 29 Feb 20 | UPL5% ₹12 Cr 277,000 Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 11 | TATASTEEL5% ₹12 Cr 352,600 Net Receivable / Payable
CBLO | -5% -₹11 Cr Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 5003125% ₹10 Cr 1,250,000 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | 5196005% ₹10 Cr 425,000
The investors are suggested to invest in the SIP plans of their choice. The above-mentioned top 11 Mutual Funds are suitable for investors of all kind. So, either you are a high-risk investor or a relatively lower one, these SIP funds are the Best Mutual Funds to Invest. So, don’t wait, invest now!
Parameters to Consider While Investing in Best Systematic Investment Plans
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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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