AUM in Cr 33.76

NAV 33.67

Benchmark 8.9

Best Mutual Funds for SIP

A thousand miles journey begins with a single step. Similarly, an SIP lets you invest small amount of money every month to create a large fund. An amount as low as Rs.5000 per month grows to Rs.1,00,00,000 over 20 years. Start early and invest in best mutual funds for SIPs to fulfil your cherished dreams

Model Solution for SIP Planning
Preferred Plans for duration for risk profile

Row Product Name
1 Yr (%)
Perfornamce
3 Yr (%)

5 Yr (%)
Fund Value of ₹ 10,000
Invested Per Month (5 Years)

CANARA ROBECO EMERGING EQUITIES - GROWTH

Equity - FLEXI CAP

Benchmark Return

-4.49

3.38

13.63

13.93

27.51

14.98
1158767 /-

Start Investing

L&T MIDCAP FUND - REGULAR - GROWTH

Equity - MID CAP

Benchmark Return

-8.85

-10.12

14.63

12.27

25.51

19.61
1106211 /-

Start Investing

PRINCIPAL HYBRID EQUITY FUND - GROWTH

Equity - BALANCED

Benchmark Return

0.47

4.09

14.85

11.92

16.16

13.18
887518 /-

Start Investing

MIRAE ASSET GREAT CONSUMER FUND - GROWTH

Equity - THEMATIC

Benchmark Return

4.35

3.38

16.23

13.93

18.69

14.98
942499 /-

Start Investing

MIRAE ASSET INDIA EQUITY FUND - REGULAR - GROWTH

Equity - FLEXI CAP

Benchmark Return

2.39

3.38

15.47

13.93

19.52

14.98
961183 /-

Start Investing

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tipTIP : Rebalance asset allocation periodically to get better risk adjusted returns.





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Suggested Assest Allocation

  • Equity-BALANCED (20%)
  • Equity-FLEXI CAP (40%)
  • Equity-MID CAP (20%)
  • Equity-THEMATIC (20%)

Expected Portfolio Return

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FAQs

What is Systematic Investment Plan (SIP)?

An SIP or a Systematic Investment Plan allows an investor to invest a fixed amount at regular interval in a mutual fund scheme. E.g. Investing 2,000/- per month on 10th of every month.

Mode of investment depends upon the availability of funds. For an investor with regular income, investment through SIP is recommended.

You can increase the SIP amount by starting a new SIP in an existing fund or in a new fund.

You cannot decrease the existing SIP but can discontinue the same and start the new one with lesser amount.

Nothing, when the time for next SIP comes, your SIP will continue as normal. However, mutual fund company may discontinue SIP on continuous dishonour.

SIP can be stopped anytime. A one month notice is to be given to mutual fund company.

There are no charges or penalty for stopping SIP.

The best investment options vary for each investor and are dependent upon investor’s age, availability of funds and risk taking capacity of the investor.

Yes, SIP can be started in growth oriented ELSS funds for rebate under section 80C.

To start an SIP investment, one cheque is required with application form which also includes ECS mandate form. As the ECS mandate gets registered with the bank, the fixed SIP amount starts getting deducted every month on the chosen date directly from bank account.

Aadhar and PAN card of the investor are mandatory. Investment can be made through investor’s bank account only.

Mutual fund investments are regulated by government through SEBI. Risk/safety in mutual funds depends upon the type of fund in which investments are made.

Rate of return on investments depends upon the type of investment chosen. In safer funds/investments, the historical returns have been 8-9% per annum while in growth investments, 12-15% returns can be expected over a period of 5 years and more.

On completion of SIP duration, the ECS deduction from bank stops. Money accumulated will remain invested unless withdrawn.

You can withdraw your funds partially or fully anytime subject to exit load or taxes, if applicable.

Withdrawing money from mutual fund is called redemption.

You can redeem your investments either online through your login id and password or by submitting physical forms. You may also let us know your requirement and we will help you to complete the documentation required for redemptions.

Taxation on gains is dependent upon various factors and can be discussed individually with the financial advisor.

In case of an unfortunate event, the investment is transferred on nominee’s name after completion of required documentation.

All investments are subject to market risk. However, our researchers make sure that your investments reap you the best possible returns. At any time, if the fund is not performing up to our expectations, we will review and revise your portfolio in order to continue to get the desired result.

A qualified and experienced mutual fund advisor appointed by Investguru manages your portfolio and answers all your queries over your investment journey.

Investguru provides you an online portfolio tracker to view, analyse and manage your investments.

How does Investguru help me in my investments?

Investguru works as your personal financial advisor. It first understand your needs and suggests you well researched investments on the basis of your current investment profile and future financial needs(goals). It helps you in making these investments online or through physical forms and monitors them on periodical basis.

Investguru believes in reviewing every bit of money invested on regular intervals in order to keep up with the market. Your personal advisor will review your portfolio periodically and suggest you the changes for your portfolio, if needed.

Investguru provides a comprehensive online portal for you to plan and manage your investments better. Our online services helps you investment planning, analysis and updates, keeping track of portfolio progress and providing suggestive changes in your portfolio in line with your personal financial goals.

All investments are subject to market risk. However, our researchers make sure that your investments reap you the best possible returns. At any time, if the investment is not performing up to our expectations, we will review and revise your portfolio in order to continue to get the desired result.

InvestGuru does not charge any advisory fee from the clients. Investguru is directly remunerated by the fund houses and insurance companies.

InvestGuru works with you as your personal financial advisor. We recommends you to invest through us so that we provide the right advice in the beginning and can also keep track of your investments to support you throughout your investment period.

You can redeem your investments either online through your login id and password or by submitting physical forms. You may also let us know your requirement and we will help you to complete the documentation required for redemptions. After the redemption is made, you shall receive the money from the fund house/insurance company directly in your bank account, or through cheque(in some cases).

In that situation, your investments will still be safe and continue to perform as the your money is invested with SEBI registered mutual fund companies or IRDAI regulated insurance companies. The money is not invested or given to Investguru. InvestGuru works as your financial advisor only who maintains and manages your investments as per your goals.

No, investguru does not hold any right to buy or sell funds on your behalf. However, if you express your desire to make changes to your investments portfolio, Investguru will recommend the desired changes and will guide you through the process of making such changes. Any change is possible only with your approval, whether given electronically or through physical forms.

There is no extra risk of investing through Investguru other than the inherent market risks that comes with any investment.

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