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Best SIP Plans in 2019-20

Best SIP Plans in 2019-20:

A Systematic Investment Plan (SIP) is an alternative to the traditional lump sum mode of investment. Under a SIP, a certain amount is deposited in a mutual fund scheme at periodic intervals. A SIP helps an investor to benefit from the power of compounding

Here are the top performing mutual fund schemes suitable for SIP investment in FY 2019-2020:

 

Fund NameFund

A

3 Year Returns

5 Year Returns

HDFC Prudence Fund(G)

Hybrid

10.67%

17.24%

DSP Equity Opportunities Fund

Equity

9.44%

12.40%

Axis Long Term Equity Fund

Equity

10.16%

12.33%

Birla SL Equity Fund

Equity

8.80%

12.29%

HDFC Small Cap Fund

Equity

10.15%

11.95%

DSP BlackRock Midcap Fund

Equity

7.48%

11.86%

ICICI Prudential Equity & Debt Fund

Hybrid

8.80%

11.07%

SBI Magnum Gilt Short Term

Debt

8.73%

11.05%

DSP Tax Saver

Equity

7.42%

10.99%

L&T India Prudence Fund

Hybrid

7.56%

10.45%

Birla SL Balanced ’95 Fund

Hybrid

6.37%

10.03%

Franklin India Equity Fund

Equity

6.29%

9.98%

HDFC Mid Cap Opportunities Fund

Equity

4.90%

9.88%

ICICI Prudential Balanced Advantage Fund

Hybrid

8.14%

9.85%

ICICI Prudential Bluechip Fund

Equity

9.52%

9.68%

Aditya Birla Sun Life Short Term Fund

Debt

7.94%

9.15%

Aditya Birla Sun Life Medium Term Plan

Debt

6.84%

8.42%

HDFC Balanced Fund

Hybrid

7.70%

8.24%

HDFC Equity Fund

Equity

8.53%

8.17%

Reliance Credit Risk Fund

Debt

8.53%

8.17%

ICICI Prudential Value Discovery Fund

Equity

4.28%

8.00%

ICICI Prudential Value Discovery

Equity

4.28%

8.00%

Aditya Birla Sun Life Pure Value Fund

Equity

0.60%

7.70%

Reliance Tax Saver (ELSS) Fund

Equity

-1.03%

3.18%

Motilal Oswal Long Term Equity Fund

Equity

9.24%

*3 year/5 year returns are annualised. Data based on the NAV of direct-growth variant of schemes as on September 24, 2019.

Vikas Deshmukh

Independent Financial Advisor 

Mo:9096446999

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