Top #15 Recommended SIP Funds Yield (%) Rank Scheme Name 1 Year 2 Year 3 Year 5 Year 1 Birla SL India GenNext Fund(G) 27.39 22.75 16.79 19.22 2 SBI Emerging Businesses Fund Reg(G) 13.67 18.69 16.60 23.77 3 Canara Rob F.O.R.C.E. Fund Reg(G) 22.14 18.77 12.15 4 Axis Equity Fund(G) 26.09 19.46 11.57 5 BNP Paribas Mid Cap Fund(G) 11.11 15.35 11.18 16.04 6 Edelweiss EDGE Top 100 Fund A(G) 21.88 16.77 10.95 7 Franklin India Smaller Cos Fund(G) 19.32 18.03 10.90 15.82 8 SBI BlueChip Fund Reg(G) 19.98 18.29 10.83 12.30 9 Reliance Equity Opportunities Fund(G) 10.11 14.47 10.32 18.83 10 Birla SL Frontline Equity Fund(G) 18.96 16.26 9.81 13.73 11 Religare Mid N Small Cap Fund(G) 11.85 12.74 9.12 18.10 12 IDFC Premier Equity Fund Reg(G) 9.86 11.62 8.75 17.14 13 Mirae Asset India Opportunities Fund Reg(G) 14.11 13.02 8.57 15.98 14 ICICI Pru Discovery Fund Reg(G) 8.45 12.78 8.45 18.32 15 HDFC Mid Cap Opportunities Fund(G) 6.96 9.55 7.76 16.97 Benchmark Performance CNX Nifty Index 14.20 11.60 6.21 9.36 S&P BSE Mid Cap (0.73) 1.80 (2.15) 5.16 S&P BSE SENSEX 13.83 11.11 5.74 9.07 S&P BSE Small Cap (17.56) (10.52) (12.97) (2.47)
SIP Performance: 14th May 2013 SIP Yield (%) as on 14th May 2013 Scheme Name 1 Year 2 Years 3 Years 5 Years Axis Equity Fund(G) 26.09 19.46 11.57 Axis Focused 25 Fund(G) Axis Midcap Fund(G) 12.59 16.46 Baroda Pioneer Growth Fund(G) 8.40 6.23 1.06 5.85 Baroda Pioneer PSU Equity Fund(G) (7.15) (6.10) Birla SL Buy India Fund(G) 18.09 15.61 9.42 14.76 Birla SL Equity Fund(G) 8.44 9.37 3.67 8.27 Birla SL Frontline Equity Fund(G) 18.96 16.26 9.81 13.73 Birla SL India GenNext Fund(G) 27.39 22.75 16.79 19.22 Birla SL India Opportunities Fund(G) (0.09) 4.27 0.20 6.90 Birla SL India Reforms Fund(G) (3.53) (1.06) Birla SL LT Advantage Fund(G) 12.71 10.99 5.91 10.92 Birla SL Midcap Fund(G) 4.71 6.67 2.74 10.34 Birla SL Pure Value Fund(G) 5.01 6.11 2.79 11.11 Birla SL Small & Midcap Fund(G) 3.59 5.12 2.01 10.47 Birla SL Special Situations Fund(G) 7.25 7.19 2.00 5.78 Birla SL Top 100 Fund(G) 13.31 13.24 8.50 12.18 BNP Paribas Equity Fund(G) 15.53 14.01 9.69 11.35 BNP Paribas Mid Cap Fund(G) 11.11 15.35 11.18 16.04 BOI AXA Equity Fund Reg(G) 7.23 7.68 3.42 Canara Rob Emerg Eq Fund Reg(G) 1.16 8.27 5.87 15.45 Canara Rob Eq Diver Fund Reg(G) 9.56 11.07 7.61 14.19 Canara Rob F.O.R.C.E. Fund Reg(G) 22.14 18.77 12.15 Canara Rob Large Cap+ Fund Reg(G) 13.06 12.66 Daiwa Industry Leaders Fund(G) 13.28 12.33 6.97 DSPBR Focus 25 Fund Reg(G) 6.28 4.75 DSPBR Micro Cap Fund Reg(G) (6.85) 1.29 (0.17) 13.56 DSPBR Opportunities Fund Reg(G) 13.72 10.01 4.63 10.37 DSPBR Small & Mid Cap Fund Reg(G) (0.11) 4.45 2.13 13.12 DSPBR Top 100 Equity Fund Reg(G) 9.06 8.94 5.64 10.41 DWS Alpha Equity Fund(G) 15.43 11.26 4.93 7.56 DWS Investment Opportunities Fund(G) 14.33 10.36 3.73 6.71 Edelweiss Absolute Return Fund(G) 12.18 10.16 8.10 Edelweiss EDGE Top 100 Fund A(G) 21.88 16.77 10.95 Edelweiss Equity Enhancer B(G) 3.01 4.14 1.17 Edelweiss Select Midcap Fund(G) 13.97 Escorts Growth(G) 0.16 1.84 (2.45) 3.69 Escorts High Yield Eq(G) (4.84) (2.81) (3.88) 3.92 Escorts Leading Sectors Fund(G) 10.58 12.25 5.74 Franklin India Bluechip Fund(G) 12.08 10.52 6.79 12.36 Franklin India Flexi Cap Fund(G) 9.31 9.29 5.12 11.42 Franklin India High Growth Cos Fund(G) 18.93 16.59 9.62 13.81 Franklin India Opportunities Fund(G) 8.97 7.70 3.46 7.26 Franklin India Prima Fund(G) 18.84 16.70 10.51 15.96 Franklin India Prima Plus Fund(G) 11.29 11.08 7.44 12.21
Franklin India Smaller Cos Fund(G) 19.32 18.03 10.90 15.82 GS India Equity Fund(G) HDFC Capital Builder Fund(G) 9.33 9.38 5.10 12.42 HDFC Core & Satellite Fund(G) (1.64) (0.28) (2.59) 7.67 HDFC Equity Fund(G) 8.99 8.57 4.15 12.93 HDFC Focused Large Cap Fund(G) 6.65 6.52 3.23 9.88 HDFC Growth Fund(G) 4.62 6.83 3.86 10.75 HDFC Mid Cap Opportunities Fund(G) 6.96 9.55 7.76 16.97 HDFC Premier Multi Cap Fund(G) (4.47) (2.19) (3.30) 6.63 HDFC Top 200 Fund(G) 11.21 10.18 5.59 12.31 HSBC Dynamic Fund(G) 2.41 4.29 1.37 4.74 HSBC Equity Fund(G) 6.76 6.75 2.81 6.34 HSBC India Opportunities Fund(G) 2.29 5.09 2.92 7.12 HSBC Midcap Equity Fund(G) (14.76) (4.00) (7.36) (0.19) HSBC Progressive Themes Fund(G) (10.21) (1.85) (5.55) (2.60) HSBC Small Cap Fund(G) (3.61) (0.32) (6.11) 1.92 HSBC Unique Opportunities Fund(G) 4.81 7.72 2.95 7.10 ICICI Pru Discovery Fund Reg(G) 8.45 12.78 8.45 18.32 ICICI Pru Dynamic Plan Reg(G) 5.17 7.67 4.81 11.35 ICICI Pru Focused BlueChip Eq Fund Reg(G) 13.84 12.29 8.49 ICICI Pru Indo Asia Eq Fund Reg(G) 13.30 12.50 8.49 12.21 ICICI Pru Midcap Fund Reg(G) (4.60) 1.75 (1.21) 6.74 ICICI Pru Target Returns Fund Reg(G) 10.70 10.37 5.88 ICICI Pru Top 100 Fund Reg(G) 8.22 10.78 7.15 11.06 ICICI Pru Top 200 Fund Reg(G) 10.03 10.50 5.36 10.27 IDBI India Top 100 Equity Fund(G) 18.92 IDFC Classic Equity Fund Reg(G) 11.28 11.95 5.82 8.05 IDFC Equity Fund Reg(G) 16.32 13.25 7.61 10.39 IDFC Imperial Equity Fund Reg(G) 5.92 5.34 2.05 6.64 IDFC India GDP Growth Fund Reg(G) 12.47 12.90 8.36 IDFC Premier Equity Fund Reg(G) 9.86 11.62 8.75 17.14 IDFC Sterling Equity Fund Reg(G) 3.90 9.38 6.42 15.94 IDFC Strategic Sector (50 50) Equity Fund Reg(G) (2.72) 0.45 (1.78) IIFL Dividend Opportunities Index Fund(G) Indiabulls Blue Chip Fund(G) 12.74 ING Core Equity Fund(G) 4.56 7.71 4.28 9.42 ING Large Cap Equity Fund(G) 6.52 8.77 4.77 8.66 ING Midcap Fund(G) 4.59 6.43 3.25 9.71 ING Multi Mgr Equity Fund(G) 0.57 3.12 (0.49) 3.34 JM Basic Fund(G) 6.64 8.13 (0.18) (1.11) JM Core 11 Fund(G) 11.93 10.13 1.80 0.28 JM Equity Fund(G) 13.06 9.57 3.32 4.95 JM Multi Strategy Fund(G) 12.59 8.55 1.10 JPMorgan India Equity Fund Reg(G) 9.92 9.07 5.02 10.19 JPMorgan India Smaller Cos Fund Reg(G) 10.17 11.86 7.32 13.48 Kotak 50(G) 15.42 12.18 7.02 9.97 Kotak Emerging Equity Scheme(G) 2.81 8.69 4.54 10.18 Kotak Midcap Scheme(G) 4.36 8.95 5.15 12.36 Kotak Opportunities Fund(G) 10.66 10.33 5.41 9.97
Kotak Select Focus Fund(G) 11.63 11.86 6.89 L&T Equity Fund(G) 7.26 7.29 3.98 11.13 L&T India Large Cap Fund(G) 9.54 8.04 4.41 11.47 L&T India Spl.Situations Fund(G) 12.69 14.03 8.89 13.89 L&T India Value Fund(G) 11.67 12.24 6.45 L&T Midcap Fund(G) 3.62 6.65 2.39 10.34 LIC Nomura MF Equity Fund(G) 9.78 9.13 3.92 7.05 LIC Nomura MF Growth Fund(G) 9.62 9.26 4.05 8.11 Mirae Asset Emerging BlueChip Reg(G) 13.16 14.35 Mirae Asset India Opportunities Fund Reg(G) 14.11 13.02 8.57 15.98 Mirae Asset India China Consumption(G) 18.64 18.18 Morgan Stanley A.C.E(G) 12.08 10.84 5.10 12.00 Morgan Stanley Growth Fund Reg(G) 20.15 15.64 7.77 10.55 Motilal Oswal MOSt Focused 25 Fund Reg(G) Peerless Equity Fund (G) 15.74 PineBridge India Equity Fund(G) 5.30 5.56 3.77 9.70 PPFAS Long Term Value Fund(G) Pramerica Dynamic Fund(G) 11.03 9.44 Pramerica Equity Fund(G) 14.19 9.43 Principal Emerging Bluechip Fund(G) 14.72 16.77 8.25 Principal Growth Fund(G) 12.15 13.84 6.92 8.71 Principal Large Cap Fund(G) 5.32 8.24 3.90 10.75 Principal Retail Equity Savings Fund(G) 9.60 7.62 2.72 5.91 Quantum LT Equity Fund(G) 11.78 12.71 8.40 15.78 Reliance Equity Fund(G) 14.36 13.89 6.32 5.76 Reliance Equity Opportunities Fund(G) 10.11 14.47 10.32 18.83 Reliance Growth Fund(G) 2.77 5.98 1.79 8.43 Reliance Long Term Equity Fund(G) (0.75) 5.28 1.87 8.89 Reliance Natural Resources Fund(G) (7.26) (4.32) (4.63) 0.80 Reliance NRI Equity Fund(G) 18.61 16.40 9.51 14.53 Reliance Quant Plus Fund(G) 9.57 9.31 5.09 10.13 Reliance Reg Savings Fund Equity Plan(G) 4.91 8.73 3.74 10.26 Reliance Small Cap Fund(G) (6.24) 2.69 Reliance Top 200 Fund(G) 10.12 12.23 7.12 10.56 Reliance Vision Fund(G) 5.31 5.14 1.10 6.90 Religare AGILE Fund(G) 14.34 13.22 8.68 9.44 Religare Business Leaders Fund(G) 17.13 12.77 7.10 Religare Equity Fund(G) 17.38 14.92 8.78 11.94 Religare Growth Fund(G) 12.82 10.74 6.09 10.48 Religare Mid Cap Fund(G) 7.12 9.76 7.10 15.83 Religare Mid N Small Cap Fund(G) 11.85 12.74 9.12 18.10 Religare PSU Equity Fund(G) 0.48 0.23 (2.73) Sahara Growth Fund(G) (1.05) 3.81 1.37 5.95 Sahara Midcap Fund(G) (6.62) (1.36) (2.63) 7.67 Sahara Power & Natural Resources Fund(G) (11.52) (7.66) (8.75) Sahara R.E.A.L Fund(G) (3.61) 0.81 (2.17) 2.77 Sahara Star Value Fund(G) (18.05) (8.88) (7.82) Sahara Super 20 Fund(G) 3.03 4.30 2.48 Sahara Wealth Plus Fund Fixed Pricing(G) 8.19 8.10 4.21 9.50
SBI BlueChip Fund Reg(G) 19.98 18.29 10.83 12.30 SBI Emerging Businesses Fund Reg(G) 13.67 18.69 16.60 23.77 SBI Magnum Comma Fund Reg(G) (14.12) (10.53) (10.66) (2.19) SBI Magnum MidCap Fund Reg(G) 15.71 14.71 8.73 12.06 SBI Magnum Multicap Fund Reg(G) 12.28 12.07 5.45 7.68 SBI PSU Fund Reg(G) (4.51) (5.24) SBI Sensex ETF Sundaram Equity Multiplier(G) (4.92) 1.14 (0.83) 4.79 Sundaram Equity Plus(G) 1.47 Sundaram Growth Fund(G) 6.22 6.53 2.25 6.80 Sundaram S.M.I.L.E Fund(G) (5.99) 1.56 (1.78) 6.31 Sundaram Select Focus(G) 7.64 6.30 1.98 5.54 Sundaram Select Midcap(G) 4.66 7.47 4.46 13.12 Sundaram Select Thematic Funds PSU Opp(G) (6.02) (5.22) (6.58) Sundaram Select Thematic Funds Rural India(G) 11.35 9.68 5.64 10.23 Tata Equity Opportunities Fund(G) 12.58 12.30 7.11 10.86 Tata Equity P/E Fund(G) (1.51) 2.77 0.46 8.57 Tata Ethical Fund(G) 14.00 12.48 8.13 13.94 Tata Mid Cap Growth Fund(G) 4.10 7.52 4.18 10.22 Tata Pure Equity Fund(G) 9.90 11.07 6.49 11.13 Tata Retirement Sav Fund Mod Plan(G) 8.11 Tata Retirement Sav Fund Prog Plan(G) 6.85 Taurus Bonanza Fund(G) 4.94 5.55 1.68 5.95 Taurus Discovery Fund(G) 9.49 13.29 6.29 8.59 Taurus Ethical Fund(G) 2.42 2.45 0.05 Taurus Star Share Fund(G) 7.89 8.49 4.68 10.42 Templeton India Equity Income Fund(G) 14.46 13.86 8.31 13.55 Union KBC Equity Fund(G) 14.26 UTI India LifeStyle Fund(G) 13.66 12.95 9.99 14.19 UTI Leadership Equity Fund(G) 15.46 13.24 7.16 9.29 UTI Opportunities Fund(G) 11.82 11.76 9.13 14.99 UTI Top 100 Fund(G) 11.40 10.32 6.46 Benchmark Performance BSE Sensex TRI 14.9300 12.6079 7.1877 10.6593 CNX 100 15.5360 12.2874 6.4702 10.0194 CNX 500 Index 12.1092 10.0883 4.6712 8.6125 CNX 500 Shariah index 9.3800 7.8108 3.6345 7.6280 CNX Commodities 10.0440 6.4128 8.8246 2.4825 CNX Dividend Opportunities Index 11.3429 10.9892 10.9892 10.9892 CNX Midcap 4.7057 5.2559 0.7799 8.3388 CNX Nifty Index 14.1969 11.5987 6.2129 9.3550 CNX PSE Index 2.2948 3.0672 7.1028 3.4624 Crisil MIP Blended Index 7.8569 12.0137 9.9031 9.0108 Gold India 21.9713 5.6065 5.2748 13.4639 MSCI Asia (ex Japan) Standard Index MSCI China Consumption Index MSCI India Consumption Index MSCI World Energy Index S&P BSE 100 14.1109 11.3493 5.7402 9.2793
S&P BSE 200 12.7565 10.5162 4.9538 9.0285 S&P BSE 500 10.7930 9.2375 4.0117 8.5442 S&P BSE 500 Shariah S&P BSE Mid Cap 0.7253 1.8034 2.1486 5.1564 S&P BSE PSU 10.4232 7.6466 10.0895 3.8087 S&P BSE SENSEX 13.8286 11.1128 5.7362 9.0706 S&P BSE Small Cap 17.5586 10.5244 12.9698 2.4724 Report Legend: Color Code Quartile 1 Performers (Top 25%) = Quartile 2 Performers (25% 50%) = Quartile 3 Performers (50% 75%) = Quartile 4 Performers (75% 100%) = We are Happy to Help You!