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Best Mutual Funds To Start SIP In 2018

Best Mutual Funds To Start SIP In 2018

Best Equity Mutual Funds To Invest In 2018

This is the most interesting topic for all those who want to start new SIP in Mutual Funds. Today, in this article I will share 5 equity mutual fund schemes from all categories to which are best to start your new SIP investment in year 2018.

Here are the various parameters I have considered to make this important list:
  • Type of Fund: I have selected 5 best funds from all equity categories i.e. Large Cap, Mid Cap, Small Cap, Multi Cap and ELSS.
  • Launch Date: I have also mentioned the date of launch for the mutual fund scheme so that you can know exactly how many years old the fund is.
  • Crisil Rating: Crisil has rated these funds as Rank-1, Rank-2, Rank-3, Rank-4 and so on...
  • Value Research Rating: Rating given by the most trusted search platform called Value Research is also taken as star ratings.
  • Fund Performance: Funds are shortlisted on the basis of there 3 to 5 years returns.
  • Return Since Inception: I have taken this important factor also.
  • AUM: Total Asset Under Management is also indicated in the details.    
On the basis of all the mentioned above parameters, here is the list of best mutual funds to start your SIP in this year 2018:

LARGE CAP FUNDS:

1. Kotak Select Focus Fund
  • Launch Date: 11th September 2009
  • Crisil Rating: Rank-1
  • Value Research Rating: 5 Star
  • Fund Performance: 1 Year -18.49% | 3 Year - 12.83% | 5 Year - 20.37%
  • Return Since Inception: 15.08%
  • AUM: Rs. 17,843 crore (As on Jan 31, 2018)
2. Reliance Top 200 Fund
  • Launch Date: 08th August 2007
  • Crisil Rating: Rank-1
  • Value Research Rating: 4-Star
  • Fund Performance: 1 Year - 25.27% | 3 Year - 11.32% | 5 Year - 18.14%
  • Return Since Inception: 12.00%
  • AUM: Rs. 8,109 crore (As on Jan 31, 2018)
3. HDFC Growth Fund
  • Launch Date: 11th September 2000
  • Crisil Rating: Rank-2
  • Value Research Rating: 3-Star
  • Fund Performance: 1 Year - 22.72% | 3 Year - 12.51% | 5 Year - 14.93%
  • Return Since Inception: 18.31%
  • AUM: Rs. 1,230 crore (As on Jan 31, 2018)
4. SBI Bluechip Fund
  • Launch Date: 14th February 2006
  • Crisil Rating: Rank-3
  • Value Research Rating: 5-Star
  • Fund Performance: 1 Year - 16.87% | 3 Year - 11.35% | 5 Year - 17.75%
  • Return Since Inception: 11.68%
  • AUM: Rs. 17,869 crore (As on Dec 31, 2017)
5. Aditya Birla Sunlife Frontline Equity Fund
  • Launch Date: 30th August 2002
  • Crisil Rating: Rank-3
  • Value Research Rating: 4-Star
  • Fund Performance: 1 Year - 17.08% | 3 Year - 10.05% | 5 Year - 16.87%
  • Return Since Inception: 22.01%
  • AUM: Rs. 20,531 crore (As on Jan 31, 2018)
MID CAP FUNDS:

1. Mirae Asset Emerging Bluechip Fund
  • Launch Date: 09th July 2010
  • Crisil Rating: Rank-2
  • Value Research Rating: 5-Star
  • Fund Performance: 1 Year - 25.06% | 3 Year - 20.94% | 5 Year - 29.91%
  • Return Since Inception: 23.56%
  • AUM: Rs 5,302 crore (As on Jan 31, 2018)
2. L&T Midcap Fund
  • Launch Date: 09th August 2004
  • Crisil Rating: Rank-2
  • Value Research Rating: 4-Star
  • Fund Performance: 1 Year - 29.71% | 3 Year - 20.37% | 5 Year - 28.72%
  • Return Since Inception: 21.83%
  • AUM: Rs 2,222 crore (As on Jan 31, 2018)
3. Aditya Birla Sunlife Pure Value Fund
  • Launch Date: 27th March 2008
  • Crisil Rating: Rank-2
  • Value Research Rating: 4-Star
  • Fund Performance: 1 Year - 31.95% | 3 Year - 20.19% | 5 Year - 29.65%
  • Return Since Inception: 20.82%
  • AUM: Rs 3,079 crore (As on Jan 31, 2018)
4. SBI Magnum Midcap Fund
  • Launch Date: 29th March 2005
  • Crisil Rating: Rank-4
  • Value Research Rating: 3-Star
  • Fund Performance: 1 Year - 13.53% | 3 Year - 14.94% | 5 Year - 25.27%
  • Return Since Inception: 17.61%
  • AUM: Rs 4,233 crore (As on Dec 31, 2017)
5. DSP BlackRock Small & Midcap Fund
  • Launch Date: 14th November 2006
  • Crisil Rating: Rank-3
  • Value Research Rating: 3-Star
  • Fund Performance: 1 Year - 17.28% | 3 Year - 17.30% | 5 Year - 24.10%
  • Return Since Inception: 16.43%
  • AUM: Rs 5,414 crore (As on Jan 31, 2018)
SMALL CAP FUNDS:

1. Reliance Small Cap Fund
  • Launch Date: 16th September 2010
  • Crisil Rating: Rank-1
  • Value Research Rating: 3-Star
  • Fund Performance: 1 Year - 42.62% | 3 Year - 24.09% | 5 Year - 35.40%
  • Return Since Inception: 22.95%
  • AUM: Rs 6,542 crore (As on Jan 31, 2018)
2. L&T Emerging Businesses Fund
  • Launch Date: 12th May 2014
  • Crisil Rating: Rank-1
  • Value Research Rating: 4-Star
  • Fund Performance: 1 Year - 39.88% | 3 Year - 25.97% | 5 Year - Waiting
  • Return Since Inception: 31.43%
  • AUM: Rs 4,031 crore (As on Jan 31, 2018)
3. HDFC Small Cap Fund
  • Launch Date: 03rd April 2008
  • Crisil Rating: Rank-1
  • Value Research Rating: 2-Star
  • Fund Performance: 1 Year - 44.41% | 3 Year - 22.17% | 5 Year - 23.81%
  • Return Since Inception: 16.59%
  • AUM: Rs 2,423 crore (As on Jan 31, 2018)
4. DSP BlackRock Micro Cap Fund
  • Launch Date: 14th June 2007
  • Crisil Rating: Rank-2
  • Value Research Rating: 3-Star
  • Fund Performance: 1 Year - 20.80% | 3 Year - 22.27% | 5 Year - 32.30%
  • Return Since Inception: 19.48%
  • AUM: Rs 6,469 crore (As on Jan 31, 2018)
5. Franklin India Smaller Companies Fund
  • Launch Date: 13th January 2006
  • Crisil Rating: Rank-3
  • Value Research Rating: 4-Star
  • Fund Performance: 1 Year - 24.34% | 3 Year - 18.33% | 5 Year - 29.35%
  • Return Since Inception: 16.11%
  • AUM: Rs 7,497 crore (As on Dec 31, 2017)
MULTI CAP FUNDS:

1. Principal Growth Fund
  • Launch Date: 25th October 2000
  • Crisil Rating: Rank-1
  • Value Research Rating: 4-Star
  • Fund Performance: 1 Year - 29.20% | 3 Year - 15.86% | 5 Year - 20.93%
  • Return Since Inception: 16.75%
  • AUM: Rs 611 crore (As on Jan 31, 2018)
2. Motilal Oswal MOSt Focused Multi Cap 35 Fund
  • Launch Date: 28th April 2014
  • Crisil Rating: Rank-2
  • Value Research Rating: 5-Star
  • Fund Performance: 1 Year - 22.86% | 3 Year - 18.67% | 5 Year - Waiting
  • Return Since Inception: 29.23%
  • AUM: Rs 611 crore (As on Jan 31, 2018)
3. SBI Magnum Multi Cap Fund
  • Launch Date: 29th September 2005
  • Crisil Rating: Rank-3
  • Value Research Rating: 5-Star
  • Fund Performance: 1 Year - 19.76% | 3 Year - 15.08% | 5 Year - 20.72%
  • Return Since Inception: 13.37%
  • AUM: Rs 4,086 crore (As on Dec 31, 2017)
4. Franklin India High Growth Companies Fund
  • Launch Date: 26th July 2007
  • Crisil Rating: Rank-3
  • Value Research Rating: 4-Star
  • Fund Performance: 1 Year - 19.36% | 3 Year - 11.54% | 5 Year - 22.73%
  • Return Since Inception: 14.09%
  • AUM: Rs 7,957 crore (As on Dec 31, 2017)
5.  Aditya Birla Sunlife Advantage Fund
  • Launch Date: 24th February 1995
  • Crisil Rating: Rank-3
  • Value Research Rating: 5-Star
  • Fund Performance: 1 Year - 15.83% | 3 Year - 13.67% | 5 Year - 21.65%
  • Return Since Inception: 18.59%
  • AUM: Rs 5,966 crore (As on Jan 31, 2018)
ELSS (Tax Saving) FUNDS:

1.  Principal Tax Savings Fund
  • Launch Date: 31st March 1996
  • Crisil Rating: Rank-1
  • Value Research Rating: 4-Star
  • Fund Performance: 1 Year - 28.87% | 3 Year - 15.71% | 5 Year - 20.89%
  • Return Since Inception: 17.35%
  • AUM: Rs 398 crore (As on Jan 31, 2018)
2.  Aditya Birla Sunlife Tax Relief 96
  • Launch Date: 29th March 1996
  • Crisil Rating: Rank-2
  • Value Research Rating: 5-Star
  • Fund Performance: 1 Year - 27.83% | 3 Year - 14.28% | 5 Year - 21.74%
  • Return Since Inception: 25.69%
  • AUM: Rs 4,949 crore (As on Jan 31, 2018)
3.  Aditya Birla Sunlife Tax Plan
  • Launch Date: 16th February 1999
  • Crisil Rating: Rank-2
  • Value Research Rating: 4-Star
  • Fund Performance: 1 Year - 27.49% | 3 Year - 13.69% | 5 Year - 20.97%
  • Return Since Inception: 20.68%
  • AUM: Rs 695 crore (As on Jan 31, 2018)
4.  Tata India Tax Savings Fund
  • Launch Date: 31st March 1996
  • Crisil Rating: Rank-2
  • Value Research Rating: 5-Star
  • Fund Performance: 1 Year - 24.49% | 3 Year - 15.50% | 5 Year - 20.84%
  • Return Since Inception: 20.09%
  • AUM: Rs 1,188 crore (As on Jan 31, 2018)
5.   DSP BlackRock Tax Saver Fund
  • Launch Date: 18th January 2007
  • Crisil Rating: Rank-3
  • Value Research Rating: 4-Star
  • Fund Performance: 1 Year - 18.42% | 3 Year - 14.35% | 5 Year - 20.29%
  • Return Since Inception: 14.94%
  • AUM: Rs 3,983 crore (As on Jan 31, 2018)
Disclaimer: This list of best Mutual Funds to start SIP in the year 2018 is strictly for information purpose only. Do not consider this as our recommendation to start your investment. Mutual Funds are subjected to market risks. They do not guarantee any return. Past performance of the funds may or may not sustain in the future. Kindly consult your Mutual Fund advisor or a Financial Planner before taking any investment decisions.

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Happy to get this list...thank you!

Indeed a great share about best mutual funds. It is a knowledgeable post even for those who are thinking to invest for first time. I am also gathering info about various options and got attracted to mutual funds only because of swp in mutual fund as it offers good benefit to withdraw money at certain time periods.

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