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Recommended Mutual Funds SIP

Calculation of SIPs made on the 1st of every month.Top Performing SIP Mutual Funds to invest.

SIP Schemes Returns Rating Category Return One Year
IIFL Focused Equity Fund - Direct Plan ★★★★ EQ-MLC 11.85
IIFL Focused Equity Fund - Regular Plan ★★★★ EQ-MLC 10.17
Axis Bluechip Fund - Direct Plan ★★★★★ EQ-LC 9.06
Axis Bluechip Fund ★★★★★ EQ-LC 7.7
SBI Equity Hybrid Fund - Direct Plan ★★★★ HY-AH 6.09
SBI Equity Hybrid Fund ★★★★ HY-AH 5.37
SBI Focused Equity Fund - Direct Plan ★★★★★ EQ-MLC 4.28
JM Multicap Fund - Direct Plan ★★★★ EQ-MLC 3.81
Mirae Asset Hybrid Equity Fund - Direct Plan ★★★★★ HY-AH 3.27
SBI Focused Equity Fund ★★★★★ EQ-MLC 3.32
SIP Schemes Returns Rating Category Return Three Year
Axis Bluechip Fund - Direct Plan ★★★★★ EQ-LC 13.36
Axis Bluechip Fund ★★★★★ EQ-LC 11.84
Axis Focused 25 Fund - Direct Plan ★★★★★ EQ-MLC 9.02
IIFL Focused Equity Fund - Direct Plan ★★★★ EQ-MLC 9.15
Mirae Asset Tax Saver Fund - Direct Plan ★★★★★ EQ-ELSS 9.08
Sundaram Select Focus Fund - Direct Plan ★★★★ EQ-LC 9.45
Axis Long Term Equity Fund - Direct Plan ★★★★★ EQ-ELSS 8.73
HDFC Index Fund - Sensex Plan ★★★★ EQ-LC 8.94
Mirae Asset Hybrid Equity Fund - Direct Plan ★★★★★ HY-AH 8.56
Parag Parikh Long Term Equity Fund - Direct Plan ★★★★ EQ-MLC 8.04
SIP Schemes Returns Rating Category Return Five Year
Mirae Asset Emerging Bluechip Fund - Direct Plan ★★★★★ EQ-L&MC 13.09
Axis Bluechip Fund - Direct Plan ★★★★★ EQ-LC 12.63
Axis Focused 25 Fund - Direct Plan ★★★★★ EQ-MLC 12.12
Mirae Asset Emerging Bluechip Fund - Regular Plan ★★★★★ EQ-L&MC 12.11
Axis Bluechip Fund ★★★★★ EQ-LC 11.24
SBI Focused Equity Fund - Direct Plan ★★★★★ EQ-MLC 11.18
Axis Focused 25 Fund ★★★★★ EQ-MLC 10.69
Axis Long Term Equity Fund - Direct Plan ★★★★★ EQ-ELSS 10.52
Kotak Standard Multicap Fund - Direct Plan ★★★★★ EQ-MLC 10.13
Mirae Asset Large Cap Fund - Direct Plan ★★★★★ EQ-LC 10.88

August ,23 2019
Top 10 Tax Saving Fund (3 Years)
Equity ELSS Fund Rating 3 Year Return 3 Year Rank 5 Year Return 5 Year Rank
Tata India Tax Savings Fund - Direct Plan ★★★★★ 9.98 Jun-33 14.26 Mar-29
Kotak Tax Saver - Direct Plan ★★★★★ 9.75 Aug-33 13.54 Apr-29
Axis Long Term Equity Fund ★★★★★ 9.49 Feb-33 13.18 Feb-29
Invesco India Tax Plan - Direct Plan ★★★★★ 9.46 Sep-33 13.05 May-29
Motilal Oswal Long Term Equity Fund - Regular Plan ★★★★★ 9.34 Mar-33 - -
JM Tax Gain Fund ★★★★ 9.26 Apr-33 11.23 Jul-29
IDFC Tax Advantage (ELSS) Fund - Direct Plan ★★★★ 8.88 Dec-33 11.67 Oct-29
DSP Tax Saver Fund - Direct Plan ★★★★ 8.84 13/33 12.68 Jul-29
Tata India Tax Savings Fund ★★★★★ 8.63 Jun-33 12.91 Mar-29
Kotak Tax Saver Regular Plan ★★★★ 8.35 Oct-33 12.12 Apr-29
August ,23 2019
Top 10 Equity Fund
Equity Fund Rating 3 Year Return 3 Year Rank 5 Year Return 5 Year Rank
ICICI Prudential Equity & Debt Fund - Direct Plan ★★★★★ 9.95 May-30 11.94 Apr-25
HDFC Small Cap Fund - Direct Plan ★★★★★ 9.9 Feb-13 13.38 May-13
Axis Midcap Fund ★★★★★ 9.86 Jan-20 11.68 May-20
Invesco India Contra Fund ★★★★★ 9.64 Feb-14 12.42 Jan-13
Mirae Asset Hybrid Equity Fund - Regular Plan ★★★★★ 9.57 Jan-30 - -
Principal Hybrid Equity Fund ★★★★★ 9.55 Feb-30 10.13 Jul-25
Reliance Large Cap Fund ★★★★★ 9.55 29/80 10.71 Apr-63
Kotak Standard Multicap Fund Regular Plan ★★★★★ 9.49 Jul-41 13.32 Mar-36
HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan ★★★★★ 9.38 Mar-30 - -
ICICI Prudential Bluechip Fund - Direct Plan ★★★★★ 9.36 18/80 10.74 Nov-63
August ,23 2019
Top 10 Diversified Equity Fund
Diversified Equity Rating 3 Year Return 3 Year Rank 5 Year Return 5 Year Rank
Kotak India EQ Contra Fund - Regular Plan ★★★★ 9.89 Jan-14 10.27 Apr-13
LIC MF Large & Mid Cap Fund - Regular Plan ★★★★ 9.89 Mar-21 - -
Canara Robeco Equity Diversified Fund - Regular Plan ★★★★ 9.86 Apr-41 9.18 23/36
Edelweiss Multi Cap Fund - Regular Plan ★★★★ 9.78 May-41 - -
IIFL Focused Equity Fund - Direct Plan ★★★★ 9.68 Oct-41 - -
Invesco India Contra Fund ★★★★★ 9.64 Feb-14 12.42 Jan-13
HDFC Retirement Savings Fund Equity Plan - Direct Plan ★★★★ 9.54 Dec-41 - -
Kotak Standard Multicap Fund Regular Plan ★★★★★ 9.49 Jul-41 13.32 Mar-36
Tata Equity PE Fund - Direct Plan ★★★★ 9.48 Mar-14 12.86 Mar-13
Tata Retirement Savings Fund - Progressive Plan - Regular Plan ★★★★ 9.4 Aug-41 12.67 May-36
August ,23 2019
Top 10 Conservative Equity Fund
Conservative Equity Rating 3 Year Return 3 Year Rank 5 Year Return 5 Year Rank
Canara Robeco Equity Hybrid Fund - Direct Plan ★★★★ 9.98 Apr-30 11.7 May-25
ICICI Prudential Equity & Debt Fund - Direct Plan ★★★★★ 9.95 May-30 11.94 Apr-25
SBI Equity Hybrid Fund - Direct Plan ★★★★ 9.82 Jun-30 12.51 Feb-25
HDFC Top 100 Fund ★★★★ 9.62 27/80 8.91 26/63
Mirae Asset Hybrid Equity Fund - Regular Plan ★★★★★ 9.57 Jan-30 - -
Principal Hybrid Equity Fund ★★★★★ 9.55 Feb-30 10.13 Jul-25
Reliance Large Cap Fund ★★★★★ 9.55 29/80 10.71 Apr-63
HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan ★★★★★ 9.38 Mar-30 - -
ICICI Prudential Bluechip Fund - Direct Plan ★★★★★ 9.36 18/80 10.74 Nov-63
Tata Retirement Savings Fund - Moderate Plan - Direct Plan ★★★★★ 9.33 Aug-30 13.95 Jan-25
August ,23 2019
Top 10 Aggressive Growth Fund
Aggressive Growth Fund Rating 3 Year Return 3 Year Rank 5 Year Return 5 Year Rank
HDFC Small Cap Fund - Direct Plan ★★★★★ 9.9 Feb-13 13.38 May-13
Axis Midcap Fund ★★★★★ 9.86 Jan-20 11.68 May-20
Axis Small Cap Fund - Direct Plan ★★★★ 9.48 Mar-13 13.66 Mar-13
Reliance Small Cap Fund - Direct Plan ★★★★ 9.26 Apr-13 14.61 Feb-13
HDFC Small Cap Fund - Regular Plan ★★★★★ 8.48 Feb-13 11.95 May-13
L&T Emerging Businesses Fund - Direct Plan ★★★★ 8.32 May-13 13.6 Apr-13
Axis Small Cap Fund - Regular Plan ★★★★ 8.28 Mar-13 12.42 Apr-13
Reliance Small Cap Fund ★★★★ 8.01 Apr-13 13.41 Feb-13
L&T Midcap Fund - Direct Plan ★★★★★ 7.95 Feb-20 13.85 Feb-20
Invesco India Mid Cap Fund - Direct Plan ★★★★ 7.85 Mar-20 12.95 Jun-20

SIP (Systematic Investment Plan) - is one of the most disciplined approach to investments in mutual funds. It lets you set aside a fixed sum of money at regular intervals (weekly, monthly, and quarterly) with an objective to generate capital appreciation in the longer run. SIP investment inculcates the habit of savings, the best way to save regularly without fail is to make your Salary Day as your SIP date.

This calculator helps you calculate the wealth gain and expected returns for your monthly SIP investment. You get a rough estimate on the maturity amount for any monthly SIP, based on a projected annual return rate.

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mutual fund news

Market Timing

All holidays listed below are the observed date, not the actual date. For example, if Christmas Day falls on a weekend many stock exchanges will close on the Friday before or the Monday after. Exchanges sometimes close multiple days for a holiday or have modified hours instead of fully closing.

Top 10 Mutual Fund

Mutual Funds are the best tools for long term wealth creation. But, the challenge is to identify good and top performing mutual funds that can help you in achieving your Financial Goals.

Systematic Investment Plan

A thumb rule of investment is that one must not take too much risk. One way of ensuring this is systematic investment plans (SIPs), in which a person can invest in a disciplined manner at regular intervals without being too adventurous.

KYC, FATCA, CRS & UBO

In terms of the MCAA (Mutlilateral Competent Authority Agreement), all countries which are a signatory to MCAA, are obliged to exchange a wide range of financial information. India has joined MCAA on Automatic Exchange of Financial Account Information on June 3, 2015.

AMC wise Quarterly Average AUM

Assets under management (AUM) is the total market value of assets that an investment company or financial institution manages on behalf of investors. Assets under management definitions and formulas vary by company.

SIP Perfomance Report-Tax Saving

SIP Performance Report - Get latest updates on SIP Mutual Fund reports. Every mutual fund investor knows that a Systematic Investment Plan or SIP is the best way to invest in equity mutual funds to create wealth over a long period.

SIP Contribution Monthly

Sources AMFI Mutual Fund industry had added about 9.13 lacs SIP accounts each month on an average during the FY 2018-19, with an average SIP size of about Rs.3,070 per SIP account.

P/E Ratio of Nifty 50 Companies

P/E Ratio is calculated by dividing the market price of a share by the earnings per share. Now, it can be seen that P/E ratio of ABC Ltd is 10 times which means that investors are willing to pay Rs.10 for every rupee of earnings.

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SIP PERFORMANCE REPORT

SIP Performance Report is a ready-to-use performance report of select good SIP schemes and it is updated on monthly basis. The report contains SIP returns of schemes for a period of 1 , 3 and 5 years. Report is generated considering Rs. 1,000 investment per month for the respective periods. Sorting is provided for all time periods which helps in shortlisting the better performing schemes.

Recommended 10 schemes which could be considered for SIP

The following is a short list of equity mutual funds that provide the best option for individuals seeking to invest in high ROI schemes via the SIP Plans route. The key criteria used to pick these funds from the wide range of available investment options were as follows:

Mid Cap Fund
Multi Cap Funds
ELSS Fund
Large and Midcap
Sector Fund
Contra Fund
Dividend Yeild
Global Fund
Index Fund
MNC Fund
Value Fund
Equity Savings
Focused Fund
Small Cap Fund