Start Investment in Top Performing Mutual Fund Schemes - PowerPoint PPT Presentation

View by Category
About This Presentation

Start Investment in Top Performing Mutual Fund Schemes


Know all about the top 5 best performing mutual fund scheme, allocation of assets, performance, benchmark, category average, investment tips etc. – PowerPoint PPT presentation

Number of Views:1
Date added: 10 June 2019
Slides: 12
Provided by: mysiponline
Category: Other


Write a Comment
User Comments (0)
Transcript and Presenter's Notes

Title: Start Investment in Top Performing Mutual Fund Schemes

Top Performing Mutual Funds in India
  • Invest Wisely to Gain High Returns!

1. HDFC Top 100 Fund
  • It is one of the best performing large cap funds
    that diverfy the AUM in the stocks/equities of
    large cap companies having cosistent growth rate.
  • The minimum Lump Sum investment required is Rs.
    5000 and the minimum SIP investment required is
    Rs. 500.
  • As on 30th April, 2019 the AUM of the scheme is
    Rs. 16,705 Crore and the fund is currently
    handled by Mr. Prashant Jain and Amar

Annualized Returns 5-Year 7-Year 10-Year
HDFC Top 100 Fund 11.31 15.96 13.64
Benchmark 11.50 15.62 11.85
Category's Average 11.09 14.87 11.26
2. SBI Banking Financial Services Fund
  • It is the sectoral-banking mutual fund that
    diversify the corpus in the equity and equity
    related instruments of the companies that are
    associated with the banking and financial sector.
  • The minimum Lump Sum and SIP investment required
    is Rs. 5000 and Rs. 500, respectively.
  • The fund is managed by Ms. Sohini Andani.
  • The AUM (as on 30th April, 2019) is Rs. 776 crore.

Annualized Returns 1-Year 3-Year
SBI Banking Financial Services Fund 22.34 22.35
Benchmark 16.19 21.05
Category's Average 15.78 18.40
3. Kotak Standard Multicap Fund
  • Another top performing mutual fund in India is
    Kotak Standard Multicap Fund which aims to
    provide long term capital gains to the investors
    by grabbing the market opportunities across
    different market caps.
  • Minimum SIP investment required is Rs. 500
    whereas the minimum Lump Sum investment is Rs.
  • The AUM of the fund as on 30th April, 2019 is Rs.
    24,297 Crore and the multicap fund of Kotak
    Mutual Fund is currently managed by Mr. Harsha

Annualized Returns 3-Year 5-Year 7-Year
Kotak Standard Multicap Fund 16.44 16.17 19.89
Benchmark 14.70 12.11 15.94
Category's Average 12.78 12.42 16.11
4. LT Midcap Fund
  • Another fund which makes it to the list of top
    performing mutual fund is LT Midcap Fund.
  • The fund manager Mr. Soumendra Nath Lahiri and
    Mr. Vihang Naik shortlists the midcap stocks on
    the basis of past performance and future growth
    prospect of the midcap stock.
  • LT Midcap Fund AUM as on 30th April, 2019 is Rs.
    4,503 Crore.
  • The fund has performed exceptionally well in the
    past and holds great promises for the current

Annualized Returns 5-Year 7-Year 10-Year
LT Midcap Fund 16.85 21.14 17.07
Benchmark 12.67 16.26 12.30
Category's Average 14.15 19.50 16.52
5. SBI Small Cap Fund
  • The list will be incomplete without the inclusion
    of SBI Small Cap Fund.
  • The small cap fund of SBI Mutual Fund is one of
    the best mutual fund investment which parks the
    corpus in the small cap stocks having high
    potential to achieve remarkable growth.
  • Mr. R. Srinivasan is the man behind the success
    of the fund.
  • The AUM of SBI Small Cap Fund is Rs. 1,992 Crore
    (as on 30th April, 2019).

Annualized Returns 3-Year 5-Year 7-Year
SBI Small Cap Fund 17.40 24.19 26.72
Benchmark 10.97 10.42 14.66
Category's Average 11.48 15.59 19.38
Things to Keep in Mind Before Choosing the Top
Performing Mutual Funds
  • Investment Amount Choose a suitable investment
    amount that don't burn a hole in your pocket.
    Moreover, the minimum SIP investment in the top
    performing mutual funds starts with a minimum of
    Rs. 500. Thus, according to your financial goal,
    choose an affordable investment amount.
  • Risk Appetite Know your risk-appetite before
    parking your cash in the mutual fund. In general,
    small cap and mid cap funds are a good pick for
    the high risk takers whereas, the choice of large
    cap and multicap fund is a good move for
    moderately high risk takers.

Tips to Achieve High Returns from Mutual Fund
  • Step-Up SIP To accumulate high profits from the
    mutual fund investment, an investor should always
    increase the SIP amount by a certain amount or by
    a fixed percentage in the regular time intervals.
  • Long Investment Tenure Mutual Fund yields good
    results in the long term. Thus, maintain a long
    term investment perspective.
  • Diversify the Portfolio Sticking to one category
    of mutual fund will bring more risk to you during
    market downtrend. Therefore, diversify your
    portfolio by including top performing schemes
    from different mutual fund categories.

How to Choose the Best Mutual Fund for Yourself?
  • For choosing the best mutual fund for yourself,
    you can contact the financial experts at
  • The experts evaluate the risk appetite, and
    financial goals before suggesting the best SIP
    plan to the investors.
  • You can get in touch with our experts at-
  • Website
  • Contact Number 9660032889

Mutual Fund Market is an unpredictable place
therefore, an investor should always park his
cash in the top performing mutual fund. The top 5
performing mutual fund schemes displayed in this
presentation have a phenomenal track record.
Thus, an investor should consider including these
funds in the portfolio. Moreover, the tips
included will further assist the investors in
generating high gains from the mutual fund
Disclaimer The information and suggestions of
the funds in the presentation are for informative
purpose only. The facts and figures in the
presentation are as per the sources which include
ValueResearch and Moneycontrol as on 28-5-2019.
Mutual fund investments are subject to market
risk. Read all the scheme related documents