List of Top 5 SIPs Starting ₹.500 per month in India Ranked by Last 5 Year Returns.
So, Start investing by registering a SIP of ₹.500 per month. Here is a list of some of India’s Top 5 Diversified Equity Funds across market capitalizations. These Funds are highest rated Equity Funds & are suitable for long-term investment horizons.
- Start SIP as low as ₹.500 or chose a higher amount that you can commit every month
- With option to modify SIP amount, you can increase or decrease your monthly investment, if & whenever you wish to
1. PGIM India Flexi Cap Fund Direct-Growth
[ Previously called: PGIM India Diversified Equity Direct-G ]
Return (p.a.) : 18.91%
Age : 7+ yrs.
Expenses Ratio : 0.37%
Category : Flexi Cap Fund
Fund House : PGIM India Mutual Fund
Fund Size : ₹ 5,284 Cr
Fund’s Top 5 Holdings :
The fund’s top 5 holdings are in
- HDFC Bank Ltd.,
- ICICI Bank Ltd.,
- Housing Development Finance Corporation Ltd.,
- Reliance Industries Ltd.,
- Cummins India Ltd.
SIP Calculator : https://groww.in/calculators/sip-calculator
Flexi Cap Fund :
The fund has 91.49% investment in domestic equities of which 40.82% is in Large Cap stocks, 14.24% is in Mid Cap stocks, 12.39% in Small Cap stocks.The fund has 0.15% investment in Debt, of which 0.15% in Government securities.
Suitable For :
Investors who are looking to invest money for at least 3-4 years and looking for high returns. At the same time, these investors should also be ready for possibility of moderate losses in their investments.
Key Highlights :
- This fund has been in existence for 7 yrs 11 m, having been launched on 11/02/2015.
- PGIM India Flexi Cap Fund Direct-Growth has ₹5,284 Crores worth of assets under management (AUM) as on 31/12/2022 and is medium-sized fund of its category.
- Since launch, it has delivered 13.93% average annual returns.
- The fund has doubled the money invested in it every 3 yrs.
2. ICICI Prudential US Bluechip Equity Direct Plan-Growth
Return (p.a.) : 17.15%
Age : 10+ yrs.
Expenses Ratio : 1.25 %
Category : Sectoral/Thematic
Fund Size : ₹ 2121.37 Cr
Fund’s Top 5 Holdings :
The fund’s top 5 holdings are in
- Facebook Co,
- Equifax Inc,
- MercadoLibre Inc,
- Adobe Systems Inc. (USA),
- The Walt Disney Company.
SIP Calculator : https://groww.in/calculators/sip-calculator
Suitable For :
Investors who have advanced knowledge of macro trends and prefer to take selective bets for higher returns compared to other Equity funds. At the same time, these investors should also be ready for possibility of moderate to high losses in their investments even though overall market is performing better.
Key Highlights :
- This fund has been in existence for 10 yrs 1 m, having been launched on 01/01/2013.
- ICICI Prudential US Bluechip Equity Direct Plan-Growth has ₹2,121 Crores worth of assets under management (AUM) as on 31/12/2022 and is medium-sized fund of its category.
- ICICI Prudential US Bluechip Equity Direct Plan-Growth returns of last 1-year are 10.19%.
- Since launch, it has delivered 17.12% average annual returns.
- The fund has doubled the money invested in it every 3 yrs.
3. UTI Value Opportunities Fund Direct-Growth
[Previously called: UTI Opportunities Direct-G]
Return (p.a.) : 15.97 %
Age : 10+ yrs.
Expenses Ratio : 1.15 %
Category : Value Fund
Fund Size : ₹ 7017.89 Cr
Fund’s Top 5 Holdings :
The fund’s top 5 holdings are in
- HDFC Bank Ltd.,
- ICICI Bank Ltd.,
- Infosys Ltd.,
- Axis Bank Ltd.,
- Bharti Airtel Ltd
SIP Calculator : https://groww.in/calculators/sip-calculator
Value Fund :
The fund has 98.76% investment in domestic equities of which 49.77% is in Large Cap stocks, 14.75% is in Mid Cap stocks, 11% in Small Cap stocks.The fund has 0.15% investment in Debt, of which 0.15% in Government securities.
Suitable For :
Investors who have advanced knowledge of macro trends and prefer to take selective bets for higher returns compared to other Equity funds. At the same time, these investors should also be ready for possibility of moderate to high losses in their investments even though overall market is performing better.
Key Highlights :
- This fund has been in existence for 10 yrs. 1 m, having been launched on 01/01/2013..
- UTI Value Opportunities Fund Direct-Growth has ₹7,018 Crores worth of assets under management (AUM) as on 31/12/2022 and is medium-sized fund of its category.
- UTI Value Opportunities Fund Direct-Growth returns of last 1-year are 3.97%.
- Since launch, it has delivered 12.95% average annual returns.
- The fund has doubled the money invested in it every 3 yrs.
4. Invesco India Contra Fund Direct-Growth
Return (p.a.) : 15.92 %
Age : 10+ yrs.
Expenses Ratio : 0.62 %
Category : Contra Fund
Fund House : Invesco Mutual Fund
Fund Size : ₹ 9633.95 Cr
Fund’s Top 5 Holdings :
The fund’s top 5 holdings are in
- HDFC Bank Ltd.,
- ICICI Bank Ltd.,
- Reliance Industries Ltd.,
- Infosys Ltd.,
- State Bank of India
SIP Calculator : https://groww.in/calculators/sip-calculator
Contra Fund :
The fund has 96.48% investment in domestic equities of which 59.69% is in Large Cap stocks, 10.2% is in Mid Cap stocks, 12.07% in Small Cap stocks.
Suitable For :
Investors who have advanced knowledge of macro trends and prefer to take selective bets for higher returns compared to other Equity funds. At the same time, these investors should also be ready for possibility of moderate to high losses in their investments even though overall market is performing better.
Key Highlights :
- This fund has been in existence for 10 yrs 1 m, having been launched on 01/01/2013..
- Invesco India Contra Fund Direct-Growth has ₹9,491 Crores worth of assets under management (AUM) as on 31/12/2022 and is medium-sized fund of its category.
- Invesco India Contra Fund Direct-Growth returns of last 1-year are 4.26%.
- Since launch, it has delivered 17.58% average annual returns.
- The fund has doubled the money invested in it every 3 yrs.
5. ICICI Prudential Bluechip Fund Direct-Growth
[Previously called: ICICI Pru Focused Bluechip Equity Direct-G]
ICICI Prudential Multi Asset MF Return (p.a.) : 15.53 %
Age : 10+ yrs.
Expenses Ratio : 1.07 %
Category : Large Cap Fund
Fund Size : ₹ 35,049.23 Cr
Fund’s Top 5 Holdings :
The fund’s top 5 holdings are in
- ICICI Bank Ltd.,
- HDFC Bank Ltd.,
- Reliance Industries Ltd.,
- Infosys Ltd.,
- Larsen & Toubro Ltd
SIP Calculator : https://groww.in/calculators/sip-calculator
Large Cap Fund :
The fund has 92.78% investment in domestic equities of which 78.64% is in Large Cap stocks, 4.78% is in Mid Cap stocks, 0.37% in Small Cap stocks. The fund has 0.43% investment in Debt, of which 0.43% in Government securities.
Suitable For :
Investors who are looking to invest money for at least 3-4 years and looking for high returns. At the same time, these investors should also be ready for possibility of moderate losses in their investments.
Key Highlights :
- This fund has been in existence for 10 yrs 1 m, having been launched on 01/01/2013.
- ICICI Prudential Bluechip Fund Direct-Growth has ₹35,049 Crores worth of assets under management (AUM) as on 31/12/2022 and is medium-sized fund of its category.
- ICICI Prudential Bluechip Fund Direct-Growth returns of last 1-year are 5.67%.
- Since launch, it has delivered 14.72% average annual returns.
- The fund has doubled the money invested in it every 3 yrs.
Disclaimer :
This Video & Information is only for Education purpose. Please read the Books an check the various financial websites to get more details about the Mutual Fund before you invest.
Source Link :
https://www.etmoney.com/mutual-funds/featured/sips-starting-rs-500/4
