Best Performing SIP Mutual Funds

sip

 

Large-Cap Schemes

Schemes that invest in firms with a market capitalization of over Rs.20,000 crore are known as large-cap schemes. They are ideal for investors who wish to accumulate wealth without exposing their investments to a volatile market. Below are the top performing large-cap schemes:

Scheme Name 5-Year Monthly SIP 10-Year Monthly SIP
Present Value of Rs.6 lakh Invested XIRR Present Value of Rs.12 lakh Invested XIRR
Aditya Birla SL India GenNext Fund (G) Rs.10,48,446 22.95% Rs.35,27,792 20.63%
Aditya Birla SL Top 100 Fund (G) Rs.9,43,785 18.53% Rs.28,56,912 16.69%
ICICI Pru Dynamic Plan (G) Rs.9,46,152 18.64% Rs.28,57,413 16.69%
ICICI Pru Top 100 Fund (G) Rs.9,41,591 18.43% Rs.27,57,958 16.02%
Quantum LT Equity Fund (G) – Direct Plan Rs.9,15,695 17.27% Rs.28,82,955 16.86%
Reliance Growth Fund (G) Rs.10,75,057 24.01% Rs.30,73,348 18.05%
SBI BlueChip Fund – Reg (G) Rs.9,55,955 19.07% Rs.28,57,343 16.86%
Tata Equity P/E Fund (G) Rs.11,49578 26.86% Rs.34,73,254 20.34%
Templeton India Growth Fund (D) Rs.10,16,220 21.63% Rs.28,65,778 16.74%

Mid-Cap Schemes

Mid-cap schemes invest in companies that have a market capitalization ranging from Rs.500 crore to Rs.10,000 crore. Investors with high-risk appetite and wanting to grow their investments at a fast pace should invest in these kinds of schemes. Below are the best performing funds in this segment:

Scheme Name 5-Year Monthly SIP 10-Year Monthly SIP
Present Value of Rs.6 lakh Invested XIRR Present Value of Rs.12 lakh Invested XIRR
Aditya Birla SL Small & Midcap Fund (G) Rs.13,23,508 32.92% Rs.42,18,830 23.96%
Canara Rob Emerg Equities Fund – Reg (G) Rs.13,14,645 32.63% Rs.48,38,179 26.51%
Edelweiss Mid and Small Cap Fund – Reg (G) Rs.12,64,097 30.93% Rs.42,94,253 24.29%
Franklin India Smaller Cos Fund (G) Rs.12,77,332 31.38% Rs.47,29,377 26.09%
L&T Midcap Fund – Reg (G) Rs.13,37,343 33.37% Rs.43,89,015 24.70%
Sundaram Select Midcap (G) Rs.12,11,517 29.10% Rs.41,04,930 23.45%

Multi-Cap Schemes

This type of scheme invests in stocks of large, mid, and small companies and are ideal for investors with low-risk appetite. Below are the top performing schemes in this category:

Scheme Name 5-Year Monthly SIP 10-Year Monthly SIP
Present Value of Rs.6 lakh Invested XIRR Present Value of Rs.12 lakh Invested XIRR
Aditya Birla SL Advantage Fund (D) Rs.10,86,635 24.46% Rs.31,54,786 18.54%
Aditya Birla SL Equities Fund (G) Rs.10,62,428 23.51% Rs.31,32,942 18.41%
DSPBR Opportunities Fund – Reg (G) Rs.10,59,532 23.39% Rs.31,22,204 18.35%
Franklin India High Growth Cos Fund (G) Rs.10,62,666 23.52% Rs.35,15,164 20.56%
HDFC Capital Builder Fund (G) Rs.10,47,417 22.91% Rs.32,39287 19.03%
IDFC Premier Equity Fund – Reg (G) Rs.10,04,444 21.12% Rs.34,70,007 20.32%
Kotak Opportunities Fund (G) Rs.10,01,061 21.00% Rs.28,94,647 16.93%
L&T India Spl. Situations Fund – Reg (G) Rs.10,29,111 22.16% Rs.31,77,810 18.68%
Principal Growth Fund (G) Rs.11,13,167 25.49% Rs.31,94,146 18.77%
Reliance Reg Savings Fund – Equity Option (G) Rs.10,44,421 22.78% Rs.30,31,976 17.80%
Reliance Top 200 Fund (G) Rs.9,86,966 20.40% Rs.28,70,308 16.77%
SBI Emerging Business Fund – Reg (G) Rs.10,47,848 22.92% Rs.37,02,130 21.53%
SBI Magnum Multicap Fund – Reg (G) Rs.1060,999 23.45% Rs.29,99,412 17.60%
SBI Magnum Multiplier Fund – Reg (D) Rs.10,31,727 22.27% Rs.30,93,165 18.17%
Sundaram Rural India Fund (G) Rs.11,39,195 26.47% Rs.32,79,043 19.26%

Equity-Linked Savings Schemes

Equity-Linked Savings Schemes is an equity-centric mutual fund that can help the investor save tax as well as build wealth. The top-performing funds in this category are given below:

 

Scheme Name 5-Year SIP 10-Year SIP
Present Value of Rs.6 lakh Invested XIRR Present Value of Rs.12 lakh Invested XIRR
Aditya Birla SL Tax Plan (D) Rs.10,60,921 23.45% Rs.31,52,856 18.53%
Aditya Birla SL Tax Relief ’96 (ELSS U/S 80C of IT Act) (D) Rs.10,78,500 24.14% Rs.31,92,955 18.77%
DSPBR Tax Saver Fund – Reg (G) Rs.10,47,913 22.93% Rs.32,18,953 18.92%
Invesco India Tax Plan (G) Rs.10,10,072 21.38% Rs.32,03,378 18.83%
L&T Tax Advt Fund – Reg (G) Rs.10,56,510 23.27% Rs.31,65,438 18.60%
Reliance Tax Saver (ELSS) Fund (G) Rs.11,18,452 25.69% Rs.36,32,707 21.17%
Tata India Tax Savings Fund – Reg (DP) Rs.10,82,096 24.28% Rs.32,57,362 19.14%

 

Source:

Best SIP Mutual Funds

 

Economics I understood

Prashant Pandya View All →

I am a full-stack engineer whose passion lies in building great products while enabling others to perform their roles more effectively. I have architect and built horizontally scalable back-ends; distributed RESTful API services; and web-based front-ends with modern, highly interactive Ajax UIs.

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