Top equity mutual funds for SIP

Top equity mutual funds for SIP

by 5paisa Research Team Last Updated: May 30, 2022, 04:38 PM IST

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 

 

About the Author

Our research team is composed of some highly qualified research professionals, their expertise range across sectors.

Disclaimer

Investment/Trading in securities Market is subject to market risk, past performance is not a guarantee of future performance. The risk of loss in trading and investment in Securities markets including Equites and Derivatives can be substantial.
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SENSEX
53,018.94
-8.03 (-0.02%)
Nifty 50
15,780.25
-18.85 (-0.12%)
Nifty Bank
33,425.10
155.20 (0.47%)

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