Top Performing Mutual Funds in India
Invest Wisely to Gain High Returns!
1. HDFC Top 100 Fund • It is one of the best performing large cap funds that diverfy the AUM in the stocks/equities of large cap companies having cosistent growth rate. • The minimum Lump Sum investment required is Rs. 5000 and the minimum SIP investment required is Rs. 500. • As on 30th April, 2019 the AUM of the scheme is Rs. 16,705 Crore and the fund is currently handled by Mr. Prashant Jain and Amar Kalkundrikar.
Annualized Returns
5-Year
7-Year
10-Year
HDFC Top 100 Fund
11.31%
15.96%
13.64%
Benchmark
11.50%
15.62%
11.85%
Category's Average
11.09%
14.87%
11.26%
Allocation of Assets
1.43%
98.57% Equity
Debt Assets
2. SBI Banking & Financial Services Fund • It is the sectoral-banking mutual fund that diversify the corpus in the equity and equity related instruments of the companies that are associated with the banking and financial sector. • The minimum Lump Sum and SIP investment required is Rs. 5000 and Rs. 500, respectively. • The fund is managed by Ms. Sohini Andani. • The AUM (as on 30th April, 2019) is Rs. 776 crore.
Allocation of Assets Cash & Cash Eq. 11.08%
Equity 88.92%
Annualized Returns
1-Year
3-Year
SBI Banking & Financial Services Fund
22.34%
22.35%
Benchmark
16.19%
21.05%
Category's Average
15.78%
18.40%
Equity
Cash & Cash Eq.
3. Kotak Standard Multicap Fund • Another top performing mutual fund in India is Kotak Standard Multicap Fund which aims to provide long term capital gains to the investors by grabbing the market opportunities across different market caps. • Minimum SIP investment required is Rs. 500 whereas the minimum Lump Sum investment is Rs. 5000. • The AUM of the fund as on 30th April, 2019 is Rs. 24,297 Crore and the multicap fund of Kotak Mutual Fund is currently managed by Mr. Harsha Upadhyaya.
Annualized Returns
3-Year
5-Year
7-Year
Kotak Standard Multicap Fund
16.44%
16.17%
19.89%
Benchmark
14.70%
12.11%
15.94%
Category's Average
12.78%
12.42%
16.11%
Allocation of Assets
0.50% 4.80%
94.70% Equi ty
Debt As s ets
Cas h & Cas h Eq.
4. L&T Midcap Fund • Another fund which makes it to the list of top performing mutual fund is L&T Midcap Fund. • The fund manager Mr. Soumendra Nath Lahiri and Mr. Vihang Naik shortlists the midcap stocks on the basis of past performance and future growth prospect of the midcap stock. • L&T Midcap Fund AUM as on 30th April, 2019 is Rs. 4,503 Crore. • The fund has performed exceptionally well in the past and holds great promises for the current investors.
Annualized Returns
5-Year
7-Year
10-Year
L&T Midcap Fund
16.85%
21.14%
17.07%
Benchmark
12.67%
16.26%
12.30%
Category's Average
14.15%
19.50%
16.52%
Allocation of Assets 8.64%
91.36% Equi ty
Cas h & Cas h Eq.
5. SBI Small Cap Fund • The list will be incomplete without the inclusion of SBI Small Cap Fund. • The small cap fund of SBI Mutual Fund is one of the best mutual fund investment which parks the corpus in the small cap stocks having high potential to achieve remarkable growth. • Mr. R. Srinivasan is the man behind the success of the fund. • The AUM of SBI Small Cap Fund is Rs. 1,992 Crore (as on 30th April, 2019).
Annualized Returns
3-Year
5-Year
7-Year
SBI Small Cap Fund
17.40%
24.19%
26.72%
Benchmark
10.97%
10.42%
14.66%
Category's Average
11.48%
15.59%
19.38%
Allocation of Assets 5.47%
94.53% Equi ty
Cas h & Cas h Eq.
Things to Keep in Mind Before Choosing the Top Performing Mutual Funds • Investment Amount: Choose a suitable investment amount that don't burn a hole in your pocket. Moreover, the minimum SIP investment in the top performing mutual funds starts with a minimum of Rs. 500. Thus, according to your financial goal, choose an affordable investment amount. • Risk Appetite: Know your risk-appetite before parking your cash in the mutual fund. In general, small cap and mid cap funds are a good pick for the high risk takers whereas, the choice of large cap and multicap fund is a good move for moderately high risk takers.
Tips to Achieve High Returns from Mutual Fund Investment • Step-Up SIP: To accumulate high profits from the mutual fund investment, an investor should always increase the SIP amount by a certain amount or by a fixed percentage in the regular time intervals. • Long Investment Tenure: Mutual Fund yields good results in the long term. Thus, maintain a long term investment perspective. • Diversify the Portfolio: Sticking to one category of mutual fund will bring more risk to you during market downtrend. Therefore, diversify your portfolio by including top performing schemes from different mutual fund categories.
How to Choose the Best Mutual Fund for Yourself? • For choosing the best mutual fund for yourself, you can contact the financial experts at MySIPonline. • The experts evaluate the risk appetite, and financial goals before suggesting the best SIP plan to the investors. • You can get in touch with our experts atWebsite: www.mysiponline.com Contact Number: 9660032889
Conclusion Mutual Fund Market is an unpredictable place therefore, an investor should always park his cash in the top performing mutual fund. The top 5 performing mutual fund schemes displayed in this presentation have a phenomenal track record. Thus, an investor should consider including these funds in the portfolio. Moreover, the tips included will further assist the investors in generating high gains from the mutual fund investments.
Disclaimer: The information and suggestions of the funds in the presentation are for informative purpose only. The facts and figures in the presentation are as per the sources which include ValueResearch and Moneycontrol as on 28-5-2019. Mutual fund investments are subject to market risk. Read all the scheme related documents carefully.