There is a famous quote, “Drop by Drop forms the ocean.” Similarly, every paisa makes a rupee and each rupee invested in right product and at right time will help you to prosper in life. Systematic Investment Plan (SIP) develops a habit of regular savings from monthly income than investing this amount in various schemes of mutual funds after analyzing expected returns, risk, asset allocations, etc. Investing on regular basis i.e through SIP route has given better returns in long term compared to investing lump sum amount in any mutual fund schemes.

Advantages of SIP:                                                                            

Rupee cost averaging:

Investors have no need to time the market for their entry while investing. The investments get averaged out by investing through SIP on monthly or quarterly basis in MF schemes. It reduces the risk of investing when markets are volatile.

Power of compounding:

Investments early in life helps to get the benefit of compounding on invested amount in long term. So, thru SIP an investor can start investing nominal amount consider Rs 100, Rs 500 or Rs 1000 of his savings to get the benefits of compounding by investing in mutual funds.

Discipline:

Regular savings and investments are an easy way to build the corpus compare to investing a lump sum amount in one go.

Ease while investing:

You can choose the option of Auto debit/ECS while filling the SIP form of any monthly/quarterly date or give post dated cheques for the amount you wish to invest in MF schemes.

BEST PERFORMING SIP FUNDS
SCHEME NAME
(CATEGORY WISE)
3 years 5 Years 10 years Since Inception Ways of Investing
Cost - 1,80,000 Cost - 3,00,000 Cost - 6,00,000
Value (₹) Returns(%) Value (₹) Returns(%) Value (₹) Returns(%) Cost (₹) Value (₹) Returns(%) Invest Online Application

Large Cap

Birla Sunlife Frontline Equity Fund 2,19,970 13.73% 4,62,967 17.58% 13,36,091 15.37% 8,75,000 40,48,637 19.07% Invest Online Application
SBI Bluechip Fund 2,21,319 14.16% 4,73,720 18.53% 12,99,708 14.85% 6,70,000 15,20,755 13.98% Invest Online Application
Reliance Top 200 Fund 2,18,926 13.39% 4,62,818 17.56% - - 5,85,000 12,14,508 14.44% Invest Online Application
 

Multi Cap

Franklin India Prima Plus Fund 2,23,718 14.92% 4,84,790 19.49% 1400129 16.24% 13,40,000 2,62,72,937 22.23% Invest Online Application
ICICI Prudential Value Discovery Fund 2,18,609 13.29% 5,09,529 21.56% 1760551 20.51% 7,60,000 29,66,226 19.88% Invest Online Application
SBI Magnum Multicap Fund 2,31,839 17.48% 5,05,414 21.22% 1294270 14.77% 6,95,000 15,95,149 13.62% Invest Online Application
 

Mid Cap

Sundaram Select Midcap 2,42,052 20.60% 5,76,496 26.76% 1807634 21.00% 8,85,000 73,57,094 25.60% Invest Online Application
Mirae Asset Emerging Bluechip Fund 2,63,671 26.94% 6,54,951 32.19% - - 4,10,000 10,86,255 28.37% Invest Online Application
HDFC Mid-cap Opportunities Fund 2,46,806 22.03% 5,81,926 27.14% - - 5,90,000 19,08,437 22.74% Invest Online Application
Canara robeco Emerging Equities Fund 2,51,597 39.78% 6,26,369 30.28% 20,50,015 23.34% 7,25,000 28,09,303 20.82%   Application
 

Small Cap

DSP Blackrock Small & Midcap Fund 2,50,862 23.23% 578169 26.87% 1790149 20.82% 6,25,000 19,10,550 20.34% Invest Online Application
Reliance Small Cap Fund 2,57,257 25.10% 669223 33.12% - - 3,95,000 10,18,719 28.74% Invest Online Application
Franklin India Smaller Companies Fund 2,49,075 22.70% 632681 30.71% 2037171 23.22% 6,75,000 24,14,586 21.24% Invest Online Application
 

Sector

SBI Pharma Fund 1,98,597 6.62% 4,67,716 18.00% 1736638 20.26% 1065000 65,91,549 18.13% Invest Online Application
ICICI Pru Banking & Financial Services 2,59,387 25.71% 5,70,289 26.29% - - 520000 14,40,562 22.75% Invest Online Application
Franklin Build India Fund 2,39,725 19.90% 5,78,568 26.90% - - 460000 10,83,697 21.93% Invest Online Application
 

Tax Saver (Sec 80C)

Axis Long Term Equity Fund 2,17,508 12.93% 5,02,005 20.94% - - 4,40,000 9,15,045 19.68% Invest Online Application
Reliance Tax Saver (ELSS) Fund 2,24,564 15.19% 5,16,610 22.14% 1554021 18.19% 6,95,000 19,86,407 17.07% Invest Online Application
Birla Tax Relief 96 2,28,461 16.42% 5,04,333 21.13% - - 5,50,000 12,27,512 16.93% Invest Online Application
                       

Balanced

HDFC Prudence Fund 2,22,498 14.54% 4,65,451 17.80% 1389376 16.10% 13,95,000 2,34,66,369 20.26% Invest Online Application
ICICI Prudential Balanced Fund 2,27,290 16.05% 4,78,435 18.94% 1383565 16.02% 10,50,000 53,29,818 16.54% Invest Online Application
L&T India Prudence Fund 2,23,556 14.87% 4,67,146 17.95% 1343926 15.48% 13,30,000 2,10,22,596 20.91%   Application
                       
* Performance as on 31st March 2017                    
* Monthly SIP of Rs.5000 / Month                      
 

 

We strongly recommend to invest actively through SIP route which helps you to take advantage of the market volatility. This would also help you in getting the maximum advantages  of the changing market scenario.

It is important to regularly monitor your portfolio once in a year and SIP also helps you from this since the SIP portfolio needs to be monitored only once in 3 years. As a practice Wealth Creators share each portfolio snapshot every quarterly to understand how your SIP Performs and also advices to change the schemes once in 2 - 3 years if a fund in consistently underperforming.

Leave the analysis to us and invest without worry and CREATE WEALTH !!!

To invest you need to be a KYC Complaint Investor. To check your KYC Status , Click Here. If you are not KYC Complaint, then download the application from our Download Center.

 

Pls Note: Invest Online link enables you to invest in these schemes. If you already have a folio number enter the same, if not the website allows you to create paper less folio. Always remember to choose Growth Option in all schemes. Also please remember to enter the Advisor Code as ARN-84060 EUIN - E114673 which enables us to help you with portfolio's and analyse your schemes.

If you need any assistance, SMS / Watsapp "HELP" to 9444322145 or drop in a mail to contact@onlinemutualfund.in

 

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*Mutual Fund Investments are subject to Market Risk. Please Read offer Documents carefully before investing. Past Performance may or may not sustain. Above selection is based on past performance and of the assumption that these would perform going forward based on the selection of Portfolio and risk adjusted returns.