Which is best fund for SIP ? Which fund give me better returns?
While investing in equity funds, a principle to internalize is that markets are more predictable in the long term, than in short term. So, it is better to consider equity funds, when the investment horizon is long.
Best SIP Performance Fund – LargeCap
Scheme that have at least 75% exposure in Crisil-defined Large Cap Stock
| Scheme Name | NAV | 1 Yr | 2 Yr. | 3 Yr. | 4 Yr | 5 Yr. |
|---|---|---|---|---|---|---|
| Birla Frontline Equity Fund | 101.92 | 37.60% | 19.49% | 12.47% | 15.09% | 15.19% |
| (sip valuation) | 14140 | 28842 | 43180 | 64458 | 87281 | |
| SBI BlueChip Fund | 16.91 | 35.60% | 19.96% | 11.88% | 13.16% | 12.59% |
| (sip valuation) | 14031 | 28965 | 42821 | 62126 | 81921 | |
| Reliance Equity Fund | 15.49 | 35.47% | 18.51% | 8.79% | 8.21% | 7.27% |
| (sip valuation) | 14024 | 28593 | 40969 | 56459 | 71888 | |
| HDFC Top 200 | 229.69 | 26.77% | 13.99% | 9.31% | 13.61% | 14.54% |
| (sip valuation) | 13545 | 27446 | 41275 | 62659 | 85926 | |
| UTI Opportunities Fund | 32.24 | 22.02% | 15.32% | 12.11% | 15.70% | 16.60% |
| (sip valuation) | 13279 | 27780 | 42959 | 65199 | 90310 |
Note : SIP Date 1st – Current NAV Date 15 Jan 2013
Best SIP Performance Fund – Diversify Equity
Equity Mutual Fund that invest greater than 45% but less than 75% in CRISIL-defined Large Cap Stock
| Scheme Name | NAV | 1 Yr | 2 Yr. | 3 Yr. | 4 Yr | 5 Yr. |
|---|---|---|---|---|---|---|
| Reliance Equity Opportunities fund | 44.72 | 47.43% | 23.23% | 17.85% | 25.62% | 22.25% |
| (sip valuation) | 14666 | 29808 | 46552 | 78460 | 103457 | |
| UTI MNC Fund | 73.95 | 65.55% | 20.22% | 13.54% | 11.81% | 15.05% |
| (sip valuation) | 15610 | 29031 | 43836 | 60525 | 86993 | |
| Principal Dividend Yield Fund | 26.42 | 31.10% | 17.73% | 11.20% | 14.62% | 13.98% |
| (sip valuation) | 13785 | 28392 | 42405 | 63873 | 84745 | |
| HDFC Equity Fund | 298.39 | 27.67% | 13.61% | 8.94% | 14.82% | 15.89% |
| (sip valuation) | 13595 | 27350 | 41059 | 64120 | 88783 | |
| Tata Dividend Yield Fund | 37.97 | 22.11% | 13.79% | 10.61% | 16.37% | 16.79% |
| (sip valuation) | 13284 | 27395 | 42051 | 66037 | 90733 |
Best SIP Performance Fund – Small & MidCap
Defined as those having less than 45% exposure in CRISIL-defined Large Cap Stock
| Scheme Name | NAV | 1 Yr | 2 Yr. | 3 Yr. | 4 Yr | 5 Yr. |
|---|---|---|---|---|---|---|
| SBI Emerging Busi. Fund | 61.79 | 71.06% | 37.60% | 28.76% | 35.20% | 27.83% |
| (sip valuation) | 15891 | 33619 | 53914 | 93263 | 118061 | |
| Birla MNC Fund | 262.03 | 34.69% | 19.77% | 16.98% | 24.32% | 22.33% |
| (sip valuation) | 13981 | 28914 | 45993 | 76608 | 103638 | |
| BNP Midcap Fund | 12.52 | 57.20% | 27.79% | 19.67% | 24.85% | 18.24% |
| (sip valuation) | 15180 | 30998 | 47732 | 77360 | 93958 | |
| HDFC Midcap Opp. Fund | 18.83 | 34.09% | 18.78% | 14.84% | 21.80% | 20.32% |
| (sip valuation) | 13949 | 28660 | 44646 | 73127 | 98791 | |
| IDFC Premier Equity Fund | 40.60 | 47.83% | 22.95% | 17.52% | 24.47% | 21.43% |
| (sip valuation) | 14688 | 29736 | 46340 | 76826 | 101444 |
Best SIP Performance Fund – ELSS
Scheme that invest in equity , and are aimed to enable investors to avail tax rebate under 80C
| Scheme Name | NAV | 1 Yr | 2 Yr. | 3 Yr. | 4 Yr | 5 Yr. |
|---|---|---|---|---|---|---|
| Axis Long Term Equity Fund | 15.07 | 29.70% | 18.51% | 14.20% | ||
| (sip valuation) | 13708 | 28591 | 44245 | |||
| Birla SL Tax Plan | 15.60 | 34.01% | 17.31% | 11.00% | 12.85% | 11.87% |
| (sip valuation) | 13944 | 28285 | 42286 | 61758 | 80494 | |
| BNP Tax Advantage Fund | 17.22 | 33.71% | 20.63% | 14.14% | 15.85% | 13.86% |
| (sip valuation) | 13928 | 29136 | 44210 | 65386 | 84507 | |
| Reliance Tax Saver Fund | 25.14 | 32.22% | 20.53% | 13.71% | 17.11% | 16.88% |
| (sip valuation) | 13846 | 29110 | 43939 | 66971 | 90935 | |
| DSP Tax Saver Fund | 19.29 | 35.67% | 19.04% | 11.38% | 14.68% | 14.11% |
| (sip valuation) | 14035 | 28728 | 42516 | 63949 | 85020 |
Note : SIP Date 1st – Current NAV Date 15 Jan 2013
