Best SIP Funds

Best SIP Funds

Here is a list of top SIP funds in the financial market.

Let us know in detail about the top SIP funds.

1. TATA AIA Super Select Equity Fund

   Following are the main highlights of the TATA AIA Super Select Equity Fund:

   • The date of inception of this fund is 16th October 2009.

   • The total fund size is Rs. 936 crores approximately.

   • The Net Value Asset (NAV) stands at 45.73% currently.

   • The fund falls under the category of India Insurance Multi-cap.

   • The number of equity holdings is 33, whereas other holdings are 2.

   • The number of stock holdings is 45.

   • 5-year returns are 10.02%, 7 years is 12.73%, whereas 10-year returns under the fund are 15.43%.

2. Aditya Birla Capital Pure Equity

   Following are the main highlights of Aditya Birla Capital Pure Equity:

   • The date of inception of this fund is 9th March 2012.

   • The total fund size is Rs. 1,120 crores approximately.

   • The Net Value Asset (NAV) stands at 40.94% currently.

   • The fund falls under the category of India Insurance Multi-cap.

   • The number of equity holdings is 46, bond holdings are 1, whereas other holdings are 2.

   • The top 10 holding is 46%.

   • 5-year returns are 9.88%, 7 years is 14.73%, whereas 10-year returns under the fund are 15.41%.

3. Tata AIA Life – Whole Life Mid Cap Equity Fund

   Following are the main highlights of TATA AIA Life Whole Life Mid Cap Equity Fund:

   • The date of inception of this fund is 8th January 2007.

   • The total fund size is Rs. 8,405 crores approximately.

   • The Net Value Asset (NAV) stands at 73.96% currently.

   • 70% is the total assets in stocks.

   • The number of stock holdings is 45.

   • The top 10 holding is 23.56%.

   • 5-year returns are 10.80%, 7 years is 13.85%, whereas 10-year returns under the fund are 19.08%.

4. TATA AIA Life Insurance Top 200 Fund

   Following are the main highlights of TATA AIA Life Insurance Top 200 Fund:

   • The date of inception of this fund is 12th January 2009.

   • The total fund size is Rs. 2,442 crores approximately.

   • The Net Value Asset (NAV) stands at 48.27% currently.

   • The fund falls under the category of India Insurance Mid-cap.

   • The number of equity holdings is 29, whereas other holdings are 3.

   • The top 10 holding is 33%.

   • 5-year returns are 16.18%, 7 years is 17.25%, whereas 10-year returns under the fund are 17.17%.

5. Ageas Federal Life Insurance Pure Fund

   Following are the main highlights of Ageas Federal Life Insurance Pure Fund:

   • The date of inception of this fund is 1st September 2010.

   • The total fund size is Rs. 322 crores approximately.

   • The current 1-day returns are 0.13%, and the Net Asset Value (NAV) stands at 29.76%.

   • 5-year returns under this fund are 8.18%, 7 years is 10.89%, whereas the highest 10-year returns under the fund are 13.73%.

6. Tata AIA Life Insurance Whole Life Income Fund

   Tata AIA Life Insurance Whole Life Income Fund is a ULIP (Unit Linked Insurance Plan) fund that principally invests in market fixed-income instruments. Following are the main highlights of Tata AIA Life Insurance Whole Life Income Fund:

   • The date of inception of this fund is 3rd May 2018.

   • The total fund size is Rs. 800 crores approximately.

   • The Net Asset Value (NAV) stands at 31.77%.

   • 5-year returns under this fund are 6.52%, 7 years is 7.81%, whereas the highest 10-year returns under the fund are 8.27%.

7. TATA AIA Life Insurance Whole Life Stable Growth Fund

   Following are the main highlights of the TATA AIA Life Insurance Whole Life Stable Growth Fund:

   • The date of inception of this fund is 3rd July 2006.

   • The total fund size is Rs. 168 crores approximately.

   • The Net Value Asset (NAV) stands at 39.92% currently.

   • The fund falls under the category of India Insurance Balanced Allocation.

   • The number of equity holdings is 10, bond holdings are 15, whereas other holdings are 3.

   • The top 10 holding is 48%.

   • 5-year returns are 9.70%, 7 years is 10.18%, whereas 10-year returns under the fund are 11.43%.

8. Bharti AXA Life Save N Grow Money Fund

   Following are the main highlights of the Bharti AXA Life Save N Grow Money Fund:

   • The date of inception of this fund is 21st August 2006.

   • The total fund size is Rs. 71 crores approximately.

   • The Net Value Asset (NAV) stands at 41.80% currently.

   • The fund falls under the category of India Insurance Balanced Allocation.

   • The number of equity holdings is 64, bond holdings are 25, whereas other holdings are 6.

   • The top 10 holding is 41%.

   • 5-year returns are 8.22%, 7 years is 9.42%, whereas 10-year returns under the fund are 10.60%.

To Sum up!

From large-cap funds to debt funds and from mid-cap to hybrid funds, many SIP funds are available in the market as per the investor's convenience and risk-taking ability. However, all investors should understand the financial market before putting their hard-earned money in any kind of fund.

Happy investing!

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