Systematic Investment Plans (SIP) has been the favoured investing mechanism of many retail mutual fund investors, since they were introduced in India almost 20 years back by Franklin Templeton. SIPs offer a simple and disciplined way to accumulate wealth over the long term, by investing a fixed sum, regularly, in a mutual fund scheme. Mutual Fund SIPs work pretty much like bank recurring deposits, except that they generate superior risk adjusted returns compared to recurring deposits. We have discussed how SIPs have helped investors to create wealth over the long term in our article How Mutual Fund SIPs have created wealth over the last 15 years: Large Cap and Diversified Equity. In this article, we will look at the best performing SIPs in diversified equity mutual funds in the last five years.
For our analysis, we have assumed a monthly SIP amount of र 3,000 made on the 1st of every month. The start date of the SIPs has been assumed to be October 1, 2009. The SIP returns have been calculated as on October 10, 2014. Please note that, for the purpose of our analysis, we have considered regular plans only. We have excluded funds which have an asset base of less than र 100 crores. Here is the list of top 10 diversified equity systematic investment plan, based on the last 5 year SIP returns.
Conclusion
In this article, we have looked at the top 10 diversified equity funds in terms of 5 year SIP returns. These funds gave between 19 – 25% SIP returns during this period. Investors should consult with their financial advisors regarding the suitability of these funds for their SIPs. In our next article, we will discuss the best small and midcap funds for SIPs in the last five years.
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Oct 29, 2024 by Advisorkhoj Team
Oct 29, 2024 by Advisorkhoj Team
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