Today, I will share 10 Best Mutual Funds SIP to invest in 2018. These mutual funds are shortlisted based on several key parameters.
Shortlisting parameters
1. Types of Funds: These
mutual funds are shortlisted on the basis of the type of funds like large-cap, multi-cap,
mid-cap, small-cap, and ELSS. Two mutual
funds have shortlisted from each category.
2. AUM: Shortlisted on the
basis of AUM (Assets Under Management). All the selected mutual funds here are higher in asset
size – 2500 Cr or above.
3. Crisil Rating: Crisil rated these mutual funds as
Rank-1, Rank-2, and Rank-3.
4. Value Research Rating: Value Research rated these
mutual funds as 5 stars, 4 stars, and 3 stars.
5. Fund Performance: These mutual funds shortlisted on
the basis of 3-5 years performance.
On the basis of the above parameters, the Best Mutual Funds SIP to invest in 2018 are given
below
Scheme Name
|
Value Research Rating
(Out of 5)
|
Crisil Rank
|
Returns in Percentage*
|
||
For quarter ended Sep
2017
|
1 Year
|
3 Years
|
5 Years
|
||
Large Cap Fund
|
|||||
SBI Bluechip Fund
|
5
|
2
|
32.32
|
14.32
|
18.5
|
Mirae Asset India Opportunities Fund
|
5
|
2
|
40.14
|
16.25
|
20.96
|
Multi Cap Fund
|
|||||
Franklin India Prima Plus
|
4
|
3
|
32.41
|
13.14
|
18.79
|
SBI Magnum Multicap Fund
|
5
|
2
|
39.28
|
17.26
|
21.14
|
Mid Cap Fund
|
|||||
Mirae Asset Emerging Bluechip Fund
|
5
|
2
|
50.63
|
24.6
|
30.73
|
Franklin India Prima Fund
|
4
|
3
|
40.93
|
17.95
|
25.2
|
Small Cap Fund
|
|||||
Reliance Small Cap Fund
|
3
|
2
|
65.37
|
26.42
|
34.37
|
L&T Emerging Businesses Fund
|
4
|
1
|
67.7
|
28.24
|
NA
|
ELSS Fund
|
|||||
Axis Long term Equity Fund
|
4
|
3
|
38.25
|
13.71
|
22.86
|
Aditya Birla Sun Life Tax Relief 96
|
5
|
2
|
45.96
|
17.96
|
22.14
|
*As on 28/12/2017 Data
Source: Value Research Online
|
Large Cap Mutual Funds
1. SBI Bluechip Fund
SBI Bluechip Fund aims to
provide investors with opportunities for long-term growth in capital. The
scheme would invest in a diversified basket of equity stocks of companies whose
market capitalization is at least equal to or more than the least market capitalised stock of S&P BSE 100 Index.
Currently, the fund is predominantly large cap
with opportunistic allocations to high conviction midcaps (up to 20%). The fund
is suitable for investors who want exposure to blue-chip
Indian companies from a medium to long-term
perspective. This fund is managed by Ms. Sohini Andani and she is managing this fund
since Sep 2010.
Scheme Name
|
Value Research Rating
(Out of 5)
|
Crisil Rank
|
Returns in Percentage*
|
||
For quarter ended Sep
2017
|
1 Year
|
3 Years
|
5 Years
|
||
Large Cap Fund
|
|||||
SBI Bluechip Fund
|
5
|
2
|
32.32
|
14.32
|
18.5
|
Mirae Asset India Opportunities Fund
|
5
|
2
|
40.14
|
16.25
|
20.96
|
*As on 28/12/2017
|
2. Mirae Asset India Opportunities Fund
Mirae Asset India
Opportunities Fund is an open-ended
equity oriented scheme that strives to maximise opportunities under different
market conditions. The investment approach of the scheme is centered around
participating in high-quality businesses upto a reasonable price and holding the same
over an extended period of time. The fund combines consistency of large caps with conviction ideas from midcaps.
This fund is managed by Mr. Neelesh Surana and Mr. Harshad Borawake.
Multi Cap Mutual
Funds
1. Franklin India Prima Plus
The fund predominantly
invests in companies that run large and established businesses and have a long
track record. This fund also has some exposure to small cap and mid-cap companies to boost the growth potential
of the fund without significantly increasing overall risk. The fund is suitable
for Investors who are seeking long-term
capital appreciation. This fund
is managed by Mr. Anand Radhakrishnan, Mr. Janakiraman Rengaraju, and Mr. Srikesh Karunakaran Nair.
Scheme Name
|
Value Research Rating
(Out of 5)
|
Crisil Rank
|
Returns in Percentage*
|
||
For quarter ended Sep
2017
|
1 Year
|
3 Years
|
5 Years
|
||
Multi Cap Fund
|
|||||
Franklin India Prima Plus
|
4
|
3
|
32.41
|
13.14
|
18.79
|
SBI Magnum Multicap Fund
|
5
|
2
|
39.28
|
17.26
|
21.14
|
*As on 28/12/2017
|
2. SBI Magnum Multicap Fund
This scheme would invest in
a diversified basket of equity stocks spanning the entire market capitalization
spectrum and in debt and money market instruments. The fund invests 50-90% in large-cap, 10-40% in midcap and 0-10% in small
cap. The fund aims to provide investors with opportunities for long-term growth
in capital along with the liquidity. The fund is suitable for investors looking
for capital appreciation with a long-term
investment horizon. This fund is managed by Mr. Anup Upadhyay and he is managing this fund
since February 2017.
Mid Cap Mutual Funds
1. Mirae Asset Emerging Bluechip Fund
Mirae Asset Emerging
Bluechip Fund provides investors the opportunity to participate in the growth of
today's medium sized but emerging companies which have the potential to perform
well in the coming years. The fund predominantly invests in companies which are
not part of top 100 stocks by market capitalization and have a market capitalization of at least Rs. 100 crores at the time of
investment. This fund is managed by Mr. Neelesh Surana.
Scheme Name
|
Value Research Rating
(Out of 5)
|
Crisil Rank
|
Returns in Percentage*
|
||
For quarter ended Sep
2017
|
1 Year
|
3 Years
|
5 Years
|
||
Mid Cap Fund
|
|||||
Mirae Asset Emerging Bluechip Fund
|
5
|
2
|
50.63
|
24.6
|
30.73
|
Franklin India Prima Fund
|
4
|
3
|
40.93
|
17.95
|
25.2
|
*As on 28/12/2017
|
2. Franklin India Prima Fund
Franklin India Prima Fund invests
predominantly in small and mid-sized companies which tend to exhibit higher
growth rates than well-established large-sized
companies. It aims to identify companies at an early stage of the business life
cycle as they have a greater potential for growth. The fund is suitable for
Investors who are seeking long-term
capital appreciation. This fund is managed by Mr. Janakiraman Rengaraju, Mr. Hari
Shyamsunder and Mr. Srikesh Karunakaran
Nair.
Small Cap Mutual Funds
1. Reliance Small Cap Fund
The objective of the scheme
is to generate long-term capital
appreciation. The fund invests predominantly in equity and equity related
instruments of small cap companies. The fund also focuses on generating consistent
returns by investing in debt and money market securities. The fund focuses on identifying
good businesses with reasonable size, quality management, and rational valuation. This
fund is managed by Mr. Samir Rachh.
Scheme Name
|
Value Research Rating
(Out of 5)
|
Crisil Rank
|
Returns in Percentage*
|
||
For quarter ended Sep
2017
|
1 Year
|
3 Years
|
5 Years
|
||
Small Cap Fund
|
|||||
Reliance Small Cap Fund
|
3
|
2
|
65.37
|
26.42
|
34.37
|
L&T Emerging Businesses Fund
|
4
|
1
|
67.7
|
28.24
|
NA
|
*As on 28/12/2017
|
2. L&T Emerging Businesses
Fund
L&T Emerging Businesses Fund is an open-ended
equity growth scheme. The fund invests in emerging businesses which have
the potential to become future giants and deliver higher alpha. The objective
of the scheme is to generate long-term capital appreciation. It invests in equity
and equity-related securities, including
equity derivatives, in the Indian markets with key theme focus being emerging
companies. This fund is managed by Mr. S. N. Lahiri and Mr. Karan
Desai.
ELSS Mutual Funds
1. Axis Long Term Equity Fund
Axis Long Term Equity Fund
is an ELSS with a
3-year lock-in. The investments under ELSS are eligible for IT
exemptions under section 80C of the Income Tax Act, 1961. The scheme is suitable for
an investment horizon of at least 3-5 years or more. This fund is suitable for
Investors who are seeking capital appreciation over the long term and investment in a diversified portfolio predominantly
consisting of equity and equity related instruments.
This fund is managed by Mr. Jinesh Gopani since 01 Apr 2011.
Scheme Name
|
Value Research Rating
(Out of 5)
|
Crisil Rank
|
Returns in Percentage*
|
||
For quarter ended Sep
2017
|
1 Year
|
3 Years
|
5 Years
|
||
ELSS Fund
|
|||||
Axis Long term Equity Fund
|
4
|
3
|
38.25
|
13.71
|
22.86
|
Aditya Birla Sun Life Tax Relief 96
|
5
|
2
|
45.96
|
17.96
|
22.14
|
*As on 28/12/2017
|
2. Aditya Birla Sun Life Tax Relief 96
Aditya Birla Sun Life Tax
Relief 96 is an open-ended ELSS Scheme
with a lock-in of 3 years from the date
of allotment. This fund provides tax benefit
to investors under section 80C of the Income Tax Act. The investment objective of the fund is to save tax while growing
your money through equity investments. The fund is suitable for investors who
are seeking long-term capital growth. The
fund invests in equity and equity-related
securities. This fund is managed by Mr. Ajay Garg.
Disclaimer: This article is strictly for informational purposes only. Mutual funds do not guarantee any returns. Past performance of a fund may or may not sustain in the future. Please consult a mutual fund advisor or a financial planner before taking any investment decision.
Also read: How to invest in mutual funds online?
Also read: How to start a SIP?
Also read: Direct mutual funds platform in India to invest online
Also read: All about ELSS | Equity Linked Savings Scheme | Tax saving mutual funds
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Best Mutual Funds SIP to invest in 2018
Great post such a great and informative article thank you for sgaring
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