Systematic Investment Plans, especially Equity Based SIPs have emerged as an unprecedented investment mode which offers the potential for higher returns than similar investments.
However, in order to reach their full potential, it is almost a necessity that the investors should make the right fund choice.
But when it comes to equity-based SIP investment, the availability of hundreds of mutual fund choices in the market makes it very difficult for an investor, especially a SIP newbie, to make an informed choice.
While there are a number of factors that help determine which SIP plan you should invest in, one of the most common is choosing only high performing SIPs
With regards to this, let us look at the equity based SIPs that have performed extraordinarily well in 2017 and start of 2018, which would help investors get an idea of which funds they can choose to invest in 2019.
Here you go.
Top 9 High Performing Equity-Based SIPs to Invest in 2019
- SBI Small Cap Fund
The SBI mutual fund scheme is intended to generate long-term income and capital appreciation through investment in diversified portfolio made in equity-based securities of mid-cap and small funds.
- Reliance Small Cap Fund
The main goal behind Reliance Small Cap scheme investment is to gain long-term appreciation in capital through investing in equity instruments of the small capital companies while the secondary objective is to gain constant return through the mode of debt investment.
- Canara Robeco Emerging Equities
Launched in 2005, the fund belongs to a moderate-high risk category. The fund type is known to deliver an average of 17.2% returns to the investors, ever since the launch. In 2017 alone, Canara Robeco Emerging Equities fund offered 52.1% return.
- Mirae Asset Emerging Bluechip Fund
Investment goal behind this scheme is to gain appreciation and income from portfolio investment in the Indian equities of mid and large-cap businesses at investment type. The fund manager might seek a participation in the other Indian equity funds to gain optimal portfolio development.
- L&T Midcap Fund
The equity-based mid capl fund was launched in 2004. The high risk has given an annualized return ranging from 19.7% to 20% on an average since launch. The returns that it offered to the investors in 2017 were 52.3% while the 2016 return value was 9.8%.
- DSP BlackRock Small Cap Fund
The fund type is an equity-based small cap fund that was launched in 2007. The fund belongs to moderate high risk category and is known to offer 15.8% rate of returns since the launch. In 2017, DSP BlackRock Small Cap Fund offered 42.8% returns while in 2016 the number was 12.7%.
- Kotak Emerging Equity Scheme
The equity-based mid-cap fund that was launched in 2007 is known to offer one of the highest rates of returns in the market. The fund type which belongs to moderate high risk type is known to offer average annual return of 11.7% since the launch. The 2017 rate of return that the fund offered was 43% the number which was 9.4% in 2016.
- Aditya Birla Sun Life Pure Value Fund
The equity value fund that was launched in 20018 offers an average of 16.6% annualized return. The fund belongs to a moderate-high risk category, which might be something that the risk-averse investors might not be in favour of.
- Principal Emerging Bluechip Fund
The equity-based mid and large-cap mutual fund was launched in 2008. The fund type which belongs to moderate high category has been offering an average annual return of over 25.8% ever since the launch. The 2017 rate of return that the fund offered to its investors was 49.1%, a number which was 11.2% in 2016.
Hopefully, this article would have given you an idea of the equity-based funds you should look at for making a Mutual fund investment in 2019. If you wish to refine the list even further, get in touch with our team of mutual funds experts, today!