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best
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mutual funds to invest in India? Which is the best mutual fund to buy now?
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http://myinvestmentideas.com/2015/10/top-10-best-performing-sip-mutual-funds-to-i... 15-03-2016
These top 10 best performing mutual funds to invest through SIP in India
have been analysed and shortlisted based on several key parameters.
These top mutual funds to invest is suitable based on risk appetite.
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Top 10 Best
Performing SIP
Mutual Funds to
invest in 2016
AUM (Assets under management) > 100 Crores. This is the amount
invesed by investors till now which proves investor confidence among
these top 10 best performing mutual funds.
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Mutual funds SIP returns are also considered while ranking these
funds.
Also Read: Which are the Best Debt Mutual Funds to invest now?
Top#1: UTI Equity Fund
Fund Objective: This mutual fund objective is to invest at least 80% of its
funds in equity and equity related instruments with medium to high risk
and balance 20% in debt instruments with low to medium risk profile.
Fund Performance: This fund has beaten its peers and provided 12%
annualised returns in last 5 years. If you have invested in this fund for Rs
1,000 per month through SIP for 5 years, your total investment would have
been Rs 60,000 and your investment value would have been Rs 94,900
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now. I had recommended this fund last year and it continues to be another
best fund to invest for long term of 10-20 years.
Why to invest: The fund has provided low volatility returns through a
difficult period in equity markets. The strategy is clearly articulated and
has delivered exactly what it promised. This fund has provided 12%
annualised returns in last 5 years compared to S&P BSE 100 returns of
5.8%. This has given 15.5% returns in last 10 yars compared to S&P BSE 100
returns of 12.2%. This is one of the oldest fund of 22 years of history and
performed well even in bear markets.
Top#2: ICICI Pru Focussed Blue Chip Fund
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Fund Objective: This fund aims to generate long term growth of capital
by diversifying across various industries/sectors in BSE 200.
Fund Performance: This fund has beaten its peers and provided 11.2%
annualised returns in last 5 years. If you have invested in this fund for Rs
1,000 per month through SIP for 5 years, your total investment would have
been Rs 60,000 and your investment value would have been Rs 94,040
now. This is another top fund to invest for long term of 10+ years.
Why to invest: This MF scheme is a consistent performer. In long run of 10
years, it has given 17.8% annualized returns against S&P BSE 200 which
just gave 12% annualized returns. This has never lagged in last 10 years
and winner in various investment cycles. This is one of the consistent top
performing mutual fund to invest in 2016 as it has performed well in
various market cycles over a decade.
You may also like: Should you invest through ZIPSIP mutual fund
platform of myuniverse ?
Top#4: Franklin India Smaller Companies Fund
http://myinvestmentideas.com/2015/10/top-10-best-performing-sip-mutual-funds-to-i... 15-03-2016
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http://myinvestmentideas.com/2015/10/top-10-best-performing-sip-mutual-funds-to-i... 15-03-2016
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60,000 and your investment value would have been Rs 128,500 now. This is
one of the good funds to invest for long term of 8-10 years.
Why to invest: This fund performed well in last 5 years and given 22%
annualised return comparing to CNX Midcapbenchmark of 7.1% and overall
category average of 13.8%.
Top#6: UTI Mid Cap Fund
http://myinvestmentideas.com/2015/10/top-10-best-performing-sip-mutual-funds-to-i... 15-03-2016
Page 6 of 9
want to play safe and reduce losses in a downturn and make the most in
bull run, you should own this mutual fund scheme.
Also Read: Best Hybrid Mutual Funds for moderate to low risk investors
Top#8: Franklin (I) High Growth Cos fund
http://myinvestmentideas.com/2015/10/top-10-best-performing-sip-mutual-funds-to-i... 15-03-2016
Page 7 of 9
Conclusion: These Top and Best Performing SIP Mutual funds can be
invested to get good returns for the long term. This portfolio is designed
for all types of investors. I have excluded sector based funds as these are
for high risk investors and we need to monitor them regularly. If you are a
high risk investor, you can add more in the mid cap portfolio. If you are
moderate risk investor, you can add most balanced mutual funds in your
portfolio.
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Suresh
Top 10 Best Performing SIP Mutual Funds to invest in 2016
http://myinvestmentideas.com/2015/10/top-10-best-performing-sip-mutual-funds-to-i... 15-03-2016
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Older Comments
Sandeep
March 14, 2016 at 11:32 am
Hi Suresh
Can you also suggest large cap fund name to start with 1000 per
month SIP
Reply
Suresh KP
March 14, 2016 at 2:57 pm
You can invest in any of the large cap funds indicated here.
You can look for birla sl front line equity, ICICI focussed
blue chip fund etc.
Reply
Older Comments
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