If the market sees high valuation fluctuations, a better way to invest is to invest in mutual funds instead of investing directly in equities. That too through Systematic Investment Plan (SIP).
Multicap Mutual Funds:
The stock market is nearing its record high. There has been a rally in the market for a long time, during which the valuation of largecap segment or midcap or smallcap is showing high. Investors are confused about investing fresh money in any one segment. In such a situation, a better way is to start a Systematic Investment Plan (SIP) in mutual funds instead of investing money directly in equities. At present, multicap mutual funds can be the best for SIP. Because in this your portfolio itself gets diversified. Multicap funds invest investors’ money equally in largecap, midcap and smallcap stocks. Their allocation in each segment is 25 percent. Know that mutual funds that have given the highest SIP returns from this segment in the last 5 years.
Quant Active Fund
Those doing SIP in Quant Active Fund have got 33 percent return in 5 years. The value of a monthly SIP of Rs 5000 has become Rs 6.65 lakh here. At the same time, the value of 1 lakh lump-sum investment has become around Rs 3 lakh. SIP can be started with a minimum of Rs 1000. The total assets of the fund as on August 31, 2021 is Rs 1051 crore and the expense ratio is 0.50 per cent.
Baroda Multi Cap Fund
Those doing SIP in Baroda Multi Cap Fund have got 22% return in 5 years. The value of a monthly SIP of Rs 5000 has become Rs 5.15 lakh here. At the same time, the value of 1 lakh lump sum investment has become around Rs 2 lakh. SIP can be started with a minimum of Rs 500. The total assets of the fund as on August 31, 2021 is Rs 1116 crore and the expense ratio is 1.52 per cent.
Invesco India Multicap Fund
SIP returns in 5 years in Invesco India Multicap Fund have been 22 per cent. Here the value of a monthly SIP of Rs 5000 has become Rs 5.13 lakh here. At the same time, the value of 1 lakh lump sum investment has become around Rs 2.16 lakh. SIP can be started with a minimum of Rs 500. The total assets of the fund as on 31st August 2021 is Rs 1573 crore and the expense ratio is 0.97 per cent.
Principal Multi Cap Growth Fund
Principal Multi Cap Growth Fund has a SIP return of 21.5 per cent in 5 years. Here someone would have done a monthly SIP of Rs 5000, then its value has now become Rs 5.06 lakh. At the same time, the value of 1 lakh lump-sum investment has become around Rs 2.14 lakh. SIP can be started with a minimum of Rs 100. The total assets of the fund as on August 31, 2021 is Rs 839 crore and the expense ratio is 1.67 per cent.
BNP Paribas Multi Cap Fund
SIP return in 5 years in BNP Paribas Multi Cap Fund has been 21.20 percent. Here if someone has done a monthly SIP of Rs 5000, then its value has now become 5 lakh rupees. At the same time, the value of 1 lakh lump sum investment has become around Rs 2.11 lakh. SIP can be started with a minimum of Rs 300. The total assets of the fund as on August 31, 2021 is Rs 590 crore and the expense ratio is 1 per cent.
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