11 Best Mutual Funds for SIP Investment in 2018

11 Best Mutual Funds for SIP Investment in 2018

Roboadviso     Mutual Funds,Top 5 Mutual Funds     Posted On, Tue 26th December, 2017     No comments
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top 11 best best mutual funds for SIP investment in 2018

An SIP or Systematic Investment Plan is a technique involving regular investments of a fixed sum in a mutual fund scheme. Investors can purchase units at regular intervals (for instance, on a monthly basis) which helps build a sizable corpus of money.

On a long-term basis, investing through SIP in an equity mutual fund leads to effective wealth creation.

One of the main benefits of SIP fund investments is the fact that investors do not require to time the market. When it comes to market timing it is possible to miss a big bull run; investors may opt out when markets are rallying, or they may enter when the peak valuations have reached or are on their way down, or investors may enter at other wrong periods where market profit cannot be obtained.

Hence, instead of looking out and waiting for market timing, investments on a monthly basis will make sure that you remain invested during both high and low periods, thereby allowing you to automatically get the best out of market trends that are difficult to predict or speculate.

Here are the top 11 best SIP funds to invest in 2018:

  1. Mirae Asset India Opportunities Fund
  • This fund was launched on Apr 4, 2008. Since then it has returned 17.55 percent per annum. In the past 1, 3, 5, and 10 years, Fund has shown 41.41, 15.94 and 21.24 percent return. As of Nov 30, 2017, its asset fund size is INR 5,600 crores, with a 2.32 percent expense ratio.
  • Mirae Asset India Opportunities Fund aims aims to maximize long term capital appreciation by finding investment opportunities resulting from Indian economic growth and its structural shifts through investing in equity and equity related securities.  This mutual fund has steadily climbed the rankings over the years and in 2016 & 2017, beat its peers as well as the benchmark by a big margin. Neelesh Surana has been the fund manager since 2008.

            RoboAdviso Rating – *****

 

  1. HDFC Mid Cap Opportunities Fund
  • This fund was launched on Jun 25, 2007. Since then it has returned 18.55 percent per annum. In the past 1, 3, and 5 years, HDFC Mid-Cap Opportunities Fund has shown 43.27, 19.28, and 26.64 percent return. As of Nov 30, 2017, its asset fund size is INR 19,740 crores, with a 2.11 percent expense ratio.
  • The fund’s objective is creation of capital appreciation in the long-term via portfolio of small and mid-cap equity and equity linked securities. The fund has seen several twists and turns but has weathered them all to retain its 5 star rating over the years. The scheme uses its investment flexibility by going for firms with 15 to 20 percent growth, adequate cash-flow, and good equity return. Chirag Setalvad has been the fund manager since May 2007.

            Rating – *****

 

  1. Franklin India Smaller Companies Fund
  • This fund was launched on Jan 13, 2006. Since then it has returned 16.67 percent per annum. In the past 1, 3, 5, and 10 years, Franklin India smaller companies scheme has shown 45.38, 20.90, 30.54 and 15.02 percent return. As of Nov 30, 2017, its asset fund size is INR 7,075 crores, with a 2.44 percent expense ratio.
  • The fund is an open-ended scheme with aim of capital appreciation in long term via portfolio investment of about 75 percent in small caps with high growth potential and rest in mid-cap companies. It is ideal for investors seeking high reward for high risk and willingness for long-term investment for gains from complete investment cycle. The fund managers are Hari Shyamsunder, R Janakiraman, and Srikesh Nair.

            Rating – *****

 

  1. SBI Bluechip Fund
  • This fund was launched on Feb 14, 2006. Since then it has returned 12.12 percent per annum. In the past 1, 3, 5, and 10 years, SBI Bluechip Fund has shown 32.72, 14.11, 18.81 and 9.48 percent return. As of Nov 30, 2017, its asset fund size is INR 16,994 crores, with a 1.97 percent expense ratio.
  • The objective of the fund is investment in companies with market capitalization comparable to any BSE 100 Index stock with the minimum market capitalization. The scheme has outpaced its category and benchmark in the near past. Its performance in 2011 was patchy, but since then its margins have outperformed over the last 5 years. Even though 2016 was a financially difficult year for all, the fund managed to maintain its own. Sohini Andani has been the fund manager since September 2010.

            Rating – *****

 

  1. Kotak Select Focus Fund
  • This fund was launched on Sep 11, 2009. Since then it has returned 15.77 percent per annum. In the past 1, 3, and 5 years, Kotak Select Focus Fund-Regular Plan has shown 38.27, 15.33 and 20.82 percent return. As of Nov 30, 2017, its asset fund size is INR 15,935 crores, with a 1.97 percent expense ratio.
  • The fund’s main objective is creation of capital generation via investments in equity and equity related securities, with increased focus on some specific sectors with higher percentages of outperformance at any period. The select 4 to 9 sectors in the scheme are chosen as per top-down basis. Since its launch, the scheme has outperformed its peers and the benchmark by more than reasonable margins. Harsha Upadhyaya has been the fund manager since August 2012.

            Rating – *****

 

  1. DSP Small and Mid Cap Fund
  • This fund was launched on Nov 14, 2006. Since then it has returned 17.13 percent per annum. In the past 1, 3, 5, and 10 years, DSP BlackRock Small and Mid Cap Fund – Regular Plan has shown 41.61, 19.27, 24.05 and 14.48 percent return. As of Nov 30, 2017, its asset fund size is INR 5,112 crores, with a 2.53 percent expense ratio.
  • The fund’s aim is generation of capital appreciation in long term via investment in equity and equity linked instruments of stocks that do not form a part of the top 100 via market capitalization. Investment is focused on firms with strong growth potential since they operate on comparatively smaller base. The fund may also selectively invest in other equity instruments from time to time. Vinit Sambre has been the fund manager since July 2012.

            Rating – *****

 

  1. Motilal Most Focused Multicap 35 Fund
  • This fund was launched on Apr 28, 2014. Since then it has returned 31.58 percent per annum. In the past 1 and 3 years, Motilal Oswal MOSt Focused Multicap 35 Fund – Regular Plan has shown 47.45 and 22 percent return. As of Nov 30, 2017, its asset fund size is INR 10,508 crores, with a 2.12 percent expense ratio.
  • The fund’s objective is generation of capital appreciation in the long term via portfolio investments in not more than 35 equity and equity linked securities across different levels of market capitalization and sectors. Gautam Sinha Roy has been the fund manager since May 2014.

             Rating – *****

 

  1. ICICI Pru Focused Bluechip Equity Fund
  • This fund was launched on May 23, 2008. Since then it has returned 15.81 percent per annum. In the past 1, 3 and 5 years, ICICI Pru Focused Bluechip Equity Fund has shown 36.03, 12.44 and 17.49 percent return. As of Nov 30, 2017, its asset fund size is INR 15,653 crores, with a 2.08 percent expense ratio.
  • The scheme’s objective is to invest in 20 large cap companies from the top 200 stocks listed on the NSE on the basis of market capitalisation. The highly popular fund has outperformed its peers and the benchmark by significant margins in the last five years. Sankaran Naren and Rajat Chandak has been the fund manager since July 2017.

            Rating – *****

 

  1. Birla SL Frontline Equity Fund
  • This fund was launched on Aug 30, 2002. Since then it has returned 22.42 percent per annum. In the past 1, 3, 5, and 10 years, Birla Sun Life Frontline Equity Fund has shown 33.03, 12.44, 17.69 and 11.31 percent return. As of Nov 30, 2017, its asset fund size is INR 19,936  crores, with a 2.12 percent expense ratio.
  • The fund’s aim is generation of capital growth in the long term via portfolio investments in targeted 100 percent allocations to equity with increased focus on diversified stocks in different sectors and/or industries selected as its benchmark index. The fund generally stays away from huge speculative bets at the level of stocks. The over 70 percent core portfolio of the fund is made up of long-term stock holdings which are stable. This is balanced out with tactical bets.
  • The scheme has consistently beaten its category peers and the benchmark over the past ten years. It maintained its five-star rating even in the financially trying year of 2016. Mahesh Patil has been the fund manager since November 2005.

             Rating – *****

 

  1. HDFC Top 200 Fund
  • This fund was launched on Oct 11, 1996. Since then it has returned 20.89 percent per annum. In the past 1, 3, 5, and 10 years, HDFC Top 200 Fund has shown 34.18, 10.43, 15.75 and 11.23 percent return. As of Nov 30, 2017, its asset fund size is INR 15,542 crores, with a 2.03 percent expense ratio.
  • The objective of the fund is generation of long-term capital growth via investments of about 90 percent in equity and rest in debt instruments. The fund’s equity and equity related securities are mainly selected from stocks listed in the BSE 200 Index and from the top 200 biggest Indian companies via market capitalization. Prashant Jain has been the fund manager since January 2002.

            Rating – *****

 

11. IDFC Classic Equity Fund

  • This fund was launched on Aug 09, 2005. Since then it has returned 13.19 percent per annum. In the past 1, 3 and 5 years, Fund has shown 39.27, 15.77 and 15.57 percent return. As of Nov 30, 2017, its asset fund size is INR 2,048 crores, with a 2.1 percent expense ratio.
  • The scheme aims to invest across sectors in well-managed sustainable businesses whose shares are available at reasonable value through a process of disciplined research. The fund’s equity and equity related securities are mainly selected from stocks listed in the BSE 200 Index and from the top 200 biggest Indian companies via market capitalization. Anoop Bhaskar has been the fund manager since April 2016.

Rating – *****

 

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