Top 10 Best Mutua, I Funds for SIP to invest in .

Assets under

Category MutualFund Scheme 1Cr. iJ Rank Va ue Research M

3mth
Rating routDf SI
Large c ap SBIBlue Chip Fund Rank-1 5 Star
Lare c ap Ad tya Birla SL Frontline Equity Fund Rank-2 4 Star
ICICIPru Focused Blu·echip Equity

Mid-capSma II-ca Re-Hance Small c.ap Fund Rank-2 3 Star

Mid-ca pSma II-ca Mirae Asset Emerging Bluechip Fund Rank-1 5 Sta r
Mid-ca pSma11-c: a FranklinIndia Smaller Cos Rank-3 5 Star
Datu souru!.: MoneyconuoJ.c;om ,and Value Research OniJjne .as on 1-0ct-2017.Returns rounde

Top 10 Best SIP Mutua:I Funds to invest in 201

Assets under
M

(A

Value Research
Rating (Out of 5}
category Muh.Jal Fund Scheme Cr'ir.sill Rank

Large cap Birla SL Frontline Equity Rank 1 5 Star

Large cap ICICIPru Top 100 fund Rank 2 3 Star
Large cap ICICIPru Focused Bluechip Equ Rank 3 4 Star

Mid capi/SmaIl cap Franklin (I) Sma ller Cos Rank 1 5 Star

Mida p/Sma11 ap DSP-BR Mic ro Cap Fund Rank 1 4 5tar

Midc ap/Sma ll-c ap Mirae Emerging Bluechip Fund1 Rank 1 5 Star
anagemenit 3mtb 1yr 3.yr 5yr
UMJ (Rs 10.6% 19..3% 19.7% 18.0%
Crores
131634

1..457 13.6% 23.8% 21.9% 17.0%

11,,868 10.5% 17..5% 22 .2% 16.3%

3A·94 12.9% 26..4% 46.8% 29.0%

3..399 12.6% 26.6% 54.4% 28.0%

21122 15.3% 25.5% 46.4% 28.-0%
Data .5.0UTce: MoneyrontTo1.rom and Value fl.eseauh· Online as on 3-Sep-1.6. Returns Tounded o

Top 10 Best Performing SIP Mutual Funds to i

A:>sets under

Category Mutua Fund Scheme

Va l'ue 3mth 1yr 3,yr
Research
Management
CroresJ,
CriciiRank 0..6% 12.0% 19.7%
Rank-2
RatLng (Out
4 Sta r
Rank-3
51 (AUM> -1.1%
of 4A99 7.5% 18.0%
5 Star (Rs -1.1%
Rank-2 11.4% 20.4%
9/133
5 Star
La 91792
rge c ap UTI Equity Fund
La rg,e cap ICICIfocussed Blue chip fund
La rge c ap Birla SL Frontline Equity fund
Mid-c ap/Sma11-c ap
Franklin India Smaller Cos
fund
Rank-2 5 Star 21512 2.3% 20.5% 35.8% 19.3%
Mid cap/Sm a11-c ap Mirae Emerging Blue Chip 5 Star
Rank-2
Mid ca p/Sma11-c aP' Fund
UTI Mid Cap Fund Rank-3 5 Star
Diversif ied IClClPru Va Iue Disc over{ fund Rank-1 5 Star 10,253 0.8%
Franklin (I) High Growth Cos
Diversif ied
fund
Rank-1 5 Star 31582 -1.4% 19.5% 30.1% 15.4%
Data sou,-ce: Money.llont11ol.oom and Value ,R.eseauh On-line ,as on 10-0ct-2015. Retunis Tounded of/
 Top 10 Best SIP Mut ual F
Crisil Rank Value
Research
category Rating (Out
Mutual Fund Scheme of 5)
.

large cap !CIC!Focussed Blue chip fund Rank-3 5 Star

large cap UT!Equity Fund Rank-1 5 Star
.large cap HDFC Top-200 fund Rank-4 4Star

Mid-cap/Small-cap HDFC M id-cap Opps fund Rank-3 4Star

Mid-cap/Sm all-cap Ftanklin India Smaller Cos fun Rank-1 5 Star
;Mid-cap/Small-cap UTI M id cap fund Rank-1 4Star

Diversified Reliance Equity Opps fund Rank-3 4Star

I Franklin (I) High Growth Cos fund Rank-1 5 Star
Diversified

Hybrid/Balanced HDFC Ba lanced fund Rank-2 5 Star

·Hybrid/Ba lanced ICICI Pru balanced fund Rank-1 5 Star

Data source: Moneycontrol .com and Value Research Online as on 6-Dec-2014 . Returns rounded off to n
Largecap blue chi p f u nd Rank-1 5.1% 11.5·%
UTI Oppo rtu ni ties
Largecap f und Rank-1 5.1% 11.5%
S.81 m agn um
Mid and Small cap emergi ng fund Rank-1 9.0% 2.4.0%
IDFC Premier equity
Mid and Small cap fund Rank-1 9.0% 16.0:
H DFC mid cap
Mid and Small cap oppo rtu ni tie.s. f u n d Rank-1 9.0% 15.0%
Re·lian ce equi ty

Diversified oppo rtu ni ties f u n d Rank-1 6.(]; 16.0%

Pharm a Relian ce Pharma Fw n.d NA
7JJ% 18.O'f;
 58I Magnum FMCG
FMCG fund NA 31.0't; .35.0""

Balan ced HDFC Balan ced fu nd Rank-1 B.0% 13.0%

Sources data : moneycontrot con1; *Returns i n the last 3 years are annua ised
Mutua
for
Top
2014
and Best SIP
l funds to i:nvest
Va1[ue-
Segment Mutu,alFufld Sc:heme errs Rank Re.search
rating Cl-5}
s 36, 000 for
years} would
have t>een?
Sector ICICI Pru Tech Fund 147 NA NA

Sector SBIPharma Fund 146 NA NA

,Globa l FT India Feeder-Frank lin 502 NA NA

US Opp
Midcap/S SBIMagnum M d-<:ap 185 Rank-2 5-Star
mallcap fund
Midcap/S Franklin India Smaller 321 Rank-1 5-Star
mallcap Companies Fund
Balanced ICICIPru baIa need Adv 692 Rank-1 5-Star
fund
 Diversjfie ICICIPru [}ynamic Plan 3573 Rank-1 5-Star
d
Diversifie UTIMNC Fund 279 Rank-1 NA
d
Large-Cap, ICICI fop-100 mutua! 414 Rank-1 4-Star
Fund
Large-Cap, Quantum Equity Fund 201 Rank-2 5-Star

H gh r1sk, high return

investors
r1sk, high return investors
r1sk, high return investors
r1sk, high return investors
r1sk, high return investors
m risk-high return investors
Medium risk-high return
investors
m risk-high return investors
Medium risk-high return
investors
m risk-high return investors
invest in .2018

Va ue Research Management 1yr 3yr 5yr

3mth
Rating routDf SI IAllM}1
Crorest(Rs
1

5 Star 15,570 2.5% 11.5% 13.2% 18.3%

4 Star 18r'948 3.4% 15.0% 12.8% 17.1%

3 Star 437.2 5.4% .31.3% 21.0% 30.0%

5 Sta r 4.305 3.5% 25.3% 23.7% 29.6%
5 Star 6,161 4.1% 18.2% 20.0% 30.0%
17.Returns rounded off to nearest %nge

vest in 2017

Value Research
Rating (Out of 5}

5 Star
3 Star
4 Star

5 Star
4 5tar
5 Star
 Returns Tounded off t.o ne,tuest %age

Funds to invest in 201 6 1

3,yr 5yr

19.7% 12.2%

18.0% 10.9%
20.4% 11.2%

Star 895 1..3% 23.5% 33.3% 21.8%

Star 31285 1.1% 19.2% 34.2% 17.8%

10,253 0.8% 15.5% 28.5% 17 .1%

Retunis Tounded of/ tonea,-est %age

ual F unds to in vest in 20 15
Value Assets under 3mth
Research Managem ent
Rating (Out (R.<
of 5) 6mth 1yr 3yr 5yr
Crores)

Star 6,676 7.0% 16.0% 46.0% 24.0% 17.0%

Star 3,770 8.0% 21.0% 53.0% 26.0% 16.0%
Star 13,670 6.0% 13.0% 53.0% 24.0% 15.0%

Star 7,925 12.0% 28.0% 84.0% 35.0% 25.0%

Star 988 10.0% 32.0% 94.0% 43.0% 24.0%
Star 1,870 11.0% 38.7% 103.0% 38.0% 23.0%

Star 7,603 13.0% 26.0% 71.0% 32.0% 22.0%

Star 800 14.0% 38.0% 82.0% 37.0% 20.0%

Star 1,911 8.0% 20.0% 56.0% 25.0% 20.0%

Star 969 8.0% 18.0% 50.0% 25.0% 18.0%

urns rounded off to nearest %age

11.5·% retu rns
Moderate risk-Moderate
11.5% retu rns

2.4.0% High ris.k-Highi returns

16.0: High ris.k-High returns

15.0% High ris.k-High returns

16.0% High risk-High returns

Very High risk-Very High retu rns
18.O'f;
 Very High ri.sk-Very High
.35.0"" retu rn s.

Moderate risk-Moderate
13.0% returns
Moderate risk-Moderate

SIP of Rs 11000
3yr 5 Ye.ars I mo11th (Total
annuansed annu!ised R 3 Subtabre for
returns retums

NA 20.0% 38.0% 60,000

NA 24.0% 35.0% 53,000

NA 29.0% NA 49,500

ar 14.0% 26.0% 47,000

ar 13.0% 27.0% 46,500

ar 12.0% 18.0% 44,000

ar 9.0% 1.2.0% 44,000

NA 12.0% 24.0% 43,000

ar 9.0% 18.0% 42,000

ar 8.0% 24.0% 42,000