Top equity mutual funds for SIP
Last Updated: 30th May 2022 - 04:38 pm
In the present times when the markets are volatile, nothing better than starting an SIP in equity mutual funds. In this article, we have listed the top equity funds for SIP.
Although the markets are showing some signs of recovery, still India VIX (volatility index) is trading above 18. However, Nifty 50 has breached its crucial resistance placed at 16,400 level. Looking at the present economic situation not only in India but also globally and domestic quarterly earnings being a mixed bag, concerns are stilling on the back.
Having said that, nothing better than starting a Systematic Investment Plan (SIP) in equity mutual funds. In the present situation, investing in equity mutual funds via SIP makes more sense, you would be accumulating higher units at lower Net Asset Values (NAVs). And if you already have an ongoing SIP in equity mutual funds, then increasing those SIPs at present would be quite beneficial in the long-run.
Equity MF Category |
Returns (%)* |
Large Cap |
-2.5 |
Large & MidCap |
-3.1 |
Flexi Cap |
-3.6 |
Multi Cap |
-2.8 |
Mid Cap |
-2.7 |
Small Cap |
-3.9 |
Value Oriented |
-1.8 |
ELSS |
-3.0 |
Sectoral - Banking |
-2.5 |
Sectoral - Infrastructure |
-0.8 |
Sectoral - Pharma |
-2.7 |
Sectoral - Technology |
-12.8 |
Thematic |
-1.2 |
Thematic - Consumption |
0.0 |
Thematic - Dividend Yield |
-1.9 |
Thematic - Energy |
-1.9 |
Thematic - ESG |
-4.3 |
Thematic - MNC |
-3.3 |
Thematic - PSU |
3.1 |
International |
-5.2 |
* Trailing 3-Month returns |
In fact, the normal SIP would give you average returns due to rupee cost averaging, but stepping up SIPs during such uncertain times, would always have an upper hand over the normal SIP strategy. Hence, in this article, we would be listing top equity mutual funds for SIP.
Trailing SIP Returns (%) |
3-Year |
5-Year |
10-Year |
15-Year |
20-Year |
SBI Contra Fund |
31.98 |
20.27 |
15.20 |
12.99 |
17.46 |
Nippon India Growth Fund |
23.78 |
17.19 |
15.90 |
14.49 |
19.14 |
Taurus Discovery (Midcap) Fund |
16.77 |
12.84 |
15.02 |
13.67 |
13.63 |
UTI Flexi Cap Fund |
15.04 |
13.91 |
14.06 |
14.02 |
16.01 |
ICICI Prudential Value Discovery Fund |
26.61 |
18.11 |
16.14 |
17.06 |
- |
SBI Large & Midcap Fund |
20.94 |
15.40 |
15.14 |
14.34 |
18.18 |
JM Large Cap Fund |
11.70 |
9.88 |
10.03 |
8.87 |
10.35 |
Tata Young Citizens Fund |
16.95 |
12.37 |
10.70 |
10.47 |
11.25 |
Sundaram Multi Cap Fund |
19.99 |
13.94 |
14.75 |
13.48 |
14.30 |
Kotak Small Cap Fund |
35.69 |
23.96 |
20.18 |
17.99 |
|
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5paisa Research Team
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