Top 10 SIP Mutual Funds | Best Performing Sips You Should Invest In

Top 10 SIP Mutual Funds

Top 10 SIP Mutual FundsMutual Funds are the best tools for long term wealth creation. But, the challenge is to pick out top performing mutual funds because thousands of options exist in front of you. For someone who is warming up to the investment game, prefer the perfect option is arduous task. We are listed Top 10 SIP Mutual Funds which are Best Performing SIPs and you should Invest in. Systematic Investment Plan permits to the customers that they must invest a certain amount at expected hiatus.

These are the best investment products for people who are not risk-averse and one more benefit of investing in mutual funds is that you can save tax or get tax concessions. It’s generating the habit of saving and building affluence for the future. We analyzed on various aspects after that mentioned best mutual funds which you can invest in.

ICICI Prudential Focused Bluechip

Years Fund Returns Nifty 50 (Benchmark) Category Average
1 yr -7.4 -9.8 -6.8
3yr 16.1 11.1 13.9
5 yr 11.3 7.0 7.9

ICICI Prudential Focused Bluechip fund was founded in 2008 and investment portfolio is handled by the Manish Goswami and Atul Patel. As per market capitalization the mutual fund objective invest in 20 large cap companies and also listed on NSE. It is consistently performing well and offered 11.3% annualized returns in the last five years. large cap oriented fund is conventional investors.

Performance Metrics

  • Standard Deviation – 30%
  • Sharpe Ratio – 0.37
  • Squared- 0.95
  • Beta- 97
  • Treynor- 5.50
  • Sortino Ratio -0.66

Birla Sunlife Frontline Equity

Years Fund Returns S&P BSE 200 (Benchmark) Category Average
1 yr -5.5 -8.7 -6.8
3yr 18.1 12.7 13.9
5 yr 12.6 7.6 7.9

This group was establishing in 2002 and the Asset manager is Mahesh Patil who handles the investment portfolio. In the beginning the objective of this equity fund is long-term capital growth via large cap companies. It has been performing awesome especially in falling markets and it has provided 12.6% annualized returns in the last five years

Performance Metrics

  • Standard Deviation – 82%
  • Sharpe Ratio -0.5
  • Squared – 0.96
  • Beta- 1
  • Treynor- 7.3
  • Sortino Ratio – 0.93

Franklin India Prima Plus Fund

Years Fund Returns Nifty 50 (Benchmark) Category Average
1 yr -2.86 -9.76 -6.51
3yr 22.09 10.92 17.44
5 yr 15.00 7.08 10.93

Franklin India Prima Plus Fund was set up in 1994. And this portfolio is managed by asset managers Anand Radhakrishnan and R Janakiraman. The main motive of this fund is his to generate long-term capital appreciation from a portfolio of mid-cap and small-cap companies. This fund invests upto 75% in lesser corporations.

Performance Metrics

  • Standard Deviation – 21%
  • Sharpe Ratio -0.73
  • Squared – 0.87
  • Beta – 93
  • Treynor – 11.15
  • Sortino Ratio – 1.33

UTI MNC Fund

Years Fund Returns Nifty 50 (Benchmark) Category Average
1 yr -3.73 -9.76 -3.92
3yr 28.49 10.92 17.39
5 yr 21.14 7.08 9.77

UTI MNC Fund was formed in 1998and the Asset manager of this fund is Swati Kulkarni. She handled the investment portfolio well. Now dunds are invested in multinational companies in various sectors. FMCG, Engineering and Automobile sectors outline significantly in the midst of fund assets.

Performance Metrics

  • Standard Deviation – 41%
  • Sharpe Ratio – 1.04
  • Squared – 0.67
  • Beta – 94
  • Treynor – 18.03
  • Sortino Ratio – 1.74

PPFAS Long Term Value Fund

Years Fund Returns Nifty 50 (Benchmark) Category Average
1 yr -1.45 -9.76 -6.51
2yr 19.84 8.97 17.83
3 yr N.A 10.72 17.44

PPFAS Long Term Value Fund is one such scheme that has completed over three years, it offers encouraging performance and it also invests in overseas companies like as Google, IBM, Nestle etc and international diversification. It executed much better rather than other mutual funds for the last few months.

Performance Metrics

  • Standard Deviation- 12.51%
  • Sharpe Ratio- 0.86
  • Squared- N.A
  • Beta- 0.62
  • Treynor- N.A
  • Sortino Ratio- N.A

Mirae Asset Emerging Bluechip Fund

Years Fund Returns Nifty Midcap 100 Index (Benchmark) Category Average
1 yr 0.78 -9.76 10.53
3yr 32.86 10.92 21.94
5 yr 23.60 7.08 16.43

Mirae Asset Emerging Bluechip Fund was established in 2011 with the purpose of having appreciation by investing in Indian equities and equity related firms. Asset managers Gopal Agrawal and Neelesh Surana handle portfolio of this company. It has offered 23.60% annualized returns in the last five years and this fund holds high-quality stocks and likely to deliver high returns in the upcoming years.

Performance Metrics

  • Standard Deviation- 59%
  • Sharpe Ratio- 20
  • Squared- 0.72
  • Beta- 0.98
  • Treynor- 2.19
  • Sortino Ratio -1.91

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Can Robeco Emerging Equities

Years Fund Returns Nifty 50 (Benchmark) Category Average
1 yr -2.59 -2.10 -1.50
3yr 32.23 19.94 30.24
5 yr 21.68 10.40 17.59

The high performing mutual fund was formed in 2005 and Investment portfolio is handled by asset managers Ravi Gopalakrishnan and Krishna Sanghvi. It has offers 21.68% annualized returns in the previous five years and Construction, Finance, engineering are well-known investment sectors of this fund.

Performance Metrics

  • Standard Deviation- 22.15%
  • Sharpe Ratio-0.87
  • Squared-0.68
  • Beta-1.28
  • Treynor-15.10
  • Sortino Ratio 40

HDFC Mid Cap Opportunities

Years Fund Returns Nifty Midcap 100 Index (Benchmark) Category Average
1 yr -2.42 -2.09 -6.01
3yr 28.22 19.94 19.23
5 yr 20.11 10.40 11.85

HDFC Mid Cap Opportunities fund was founded in 2007 and Chirag Setalvad and Rakesh Vyas have the Asset managers of this fund. The main purpose of this fund is optimizing capital growth by investing in equity and related securities companies. It was performing rather than peers and also it rank one of the best mid cap funds.

Performance Metrics

  • Standard Deviatio-16.69%
  • Sharpe Rati-0.94
  • Squared-0.68
  • Beta-0.96
  • Treynor-16.23
  • Sortino Ratio-1.61

IDFC Premier Equity

Years Fund Returns S&P BSE 500 (Benchmark) Category Average
1 yr -7.72 -8.55 -4.33
3yr 23.26 12.95 25.08
5 yr 17.57 7.55 16.52

IDFC Premier Equity fund was created in 2005 and Asset managers are Meenakshi Dawar, Aniruddha Naha and Punam Sharma. These funds are presently invests in equity and related instruments of mid cap corporations. It is performing regularly better and provided 17.57% annualized returns in five previous years. And it is the first fund that invested in Page Industries, Blue Dart and many more.

Performance Metrics

  • Standard Deviation-16.30%
  • Sharpe Ratio-0.74
  • Squared-0.72
  • Beta-0.97
  • Treynor-12.50
  • Sortino Ratio-1.22

Kotak Select Focus Fund

It is originated in 2009 and offers capital appreciation and Harsha Upadhyaya is the asset manager who has been managing the portfolio since 2012. Kotak Select Focus Fund has supplied 14.44% annualized returns in the preceding five years.

Years Fund returns Nifty 200 (Benchmark) Category Average
1 yr -3.63 -8.89 -6.51
3yr 21.77 12.50 17.44
5 yr 14.44 7.62 1.93

Performance Metrics

  • Standard Deviation-15.59%
  • Sharpe Ratio-0.66
  • Squared-0.91
  • Beta-1.04
  • Treynor-9.96
  • Sortino Ratio-1.29

These funds must not destroy capital in the long run but it offers high inflation beating returns in the long run and if you invest in mutual funds you can save the money for your child’s higher education, save tax or get regular income in retirement.

 

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