Visit us at www.sharekhan.
com May 10, 2010
Sharekhan’s top SIP fund picks
If you had invested Rs1,000 each month in the following equity-oriented mutual funds over the past five years through
a systematic investment plan (SIP), it would have given you sizeable gains. Have a look.
Prices as on April 30, 2010
SIP INVST (Monthly Rs1000) 1 Year 3 Year 5 Year
Total amount invested 12,000 36,000 60,000
Funds would have grown to Present Annualised Present Annualised Present Annualised
value growth value growth value growth
(Rs) rate (%) (Rs) rate (%) (Rs) rate (%)
Large-Cap Funds
Birla Sun Life Frontline Equity Fund - Plan A - Growth 13588.01 30.45 50606.94 24.72 104170.19 22.91
DSP BlackRock Top 100 Equity Fund - Growth 13210.54 22.95 47773.16 20.34 100365.94 21.32
Franklin India Bluechip - Growth 13610.24 30.90 49595.66 23.18 97488.08 20.09
Tata Pure Equity Fund - Growth 13612.64 30.88 48314.32 21.18 95475.11 19.21
Kotak 30 - Growth 13170.66 22.17 44653.65 15.31 89553.61 16.51
Index
BSE Sensex 18.78 15.48 14.85
Multi-Cap Funds
Templeton India Growth Fund - Growth 14274.05 44.47 53555.58 29.11 106347.71 23.79
HDFC Top 200 - Growth 13563.22 29.95 52186.88 27.09 106237.73 23.74
Reliance Growth - Growth 14175.77 42.43 52595.96 27.70 107402.98 24.21
Baroda Pioneer Growth Fund - Growth 13114.28 21.07 49156.90 22.50 98181.03 20.39
HDFC Equity Fund - Growth 14124.19 41.36 54558.33 30.57 107532.91 24.26
Index
BSE 500 26.41 18.96 16.08
Mid-Cap Funds
Birla Sun Life Mid Cap Fund - Plan A - Growth 14215.41 43.25 54687.88 30.76 107696.14 24.33
Sundaram BNP Paribas Select Midcap - Growth 13942.98 37.64 53608.08 29.19 104584.35 23.07
Sahara Midcap Fund - Growth 14208.45 43.10 53628.14 29.22 99859.72 21.11
L&T Midcap Fund - Growth 14262.47 44.23 53208.87 28.61 96167.25 19.51
UTI Thematic Mid Cap Fund - Growth 14861.65 56.86 53829.70 29.51 91535.54 17.43
Index
BSE Midcap 41.06 22.72 15.12
Tax Saving Funds
Taurus Taxshield - Growth 13060.61 19.52 49564.23 22.96 95085.50 18.96
Sahara Taxgain - Growth 13350.26 25.06 50455.34 24.31 114453.72 26.83
Sundaram BNP Paribas Taxsaver (Open Ended Fund) 12845.01 15.46 46526.36 18.22 93621.89 18.30
- Growth
ICICI Prudential Taxplan - Growth 14348.49 44.81 53351.41 28.60 94010.84 18.48
Franklin India Taxshield - Growth 13556.52 29.06 48243.83 20.92 91718.38 17.44
Index
S&P Nifty 13.22 13.81 13.98
Mutual Funds mutual gains
NAV movement over past five years of recommended funds (Fund vs Benchmark Index):
Large-Cap Funds
400
350
300
250
200
150
100
50
0
May-05
May-06
May-07
May-08
May-09
Aug-05
Nov-05
Feb-06
Aug-06
Nov-06
Feb-07
Aug-07
Nov-07
Feb-08
Aug-08
Nov-08
Feb-09
Aug-09
Nov-09
Feb-10
Birla Sun Life Frontline Equity Fund - Plan A - Growth DSP BlackRock Top 100 Equity Fund - Growth
Franklin India Bluechip - Growth Kotak 30 - Growth
Tata Pure Equity Fund - Growth BSE Sensex
Multi-Cap Funds
450
400
350
300
250
200
150
100
50
0
May-05
May-06
May-07
May-08
May-09
Aug-05
Nov-05
Feb-06
Aug-06
Nov-06
Feb-07
Aug-07
Nov-07
Feb-08
Aug-08
Nov-08
Feb-09
Aug-09
Nov-09
Feb-10
Baroda Pioneer Growth Fund - Growth HDFC Equity Fund - Growth
HDFC Top 200 - Growth Reliance Growth - Growth
Templeton India Growth Fund - Growth BSE 500
Sharekhan 2 May 10, 2010
Mutual Funds mutual gains
Mid-Cap Funds
450
400
350
300
250
200
150
100
50
0
May-05
May-06
May-07
May-08
May-09
Aug-05
Nov-05
Feb-06
Aug-06
Nov-06
Feb-07
Aug-07
Nov-07
Feb-08
Aug-08
Nov-08
Feb-09
Aug-09
Nov-09
Feb-10
Birla Sun Life Mid Cap Fund - Plan A - Growth L&T Midcap Fund - Growth
Sahara Midcap Fund - Growth Sundaram BNP Paribas Select Midcap - Growth
UTI Thematic Mid Cap Fund - Growth BSE MID CAP
Tax Saving Funds
400
350
300
250
200
150
100
50
0
May-05
May-06
May-07
May-08
May-09
Jul-05
Sep-05
Nov-05
Jan-06
Mar-06
Jul-06
Sep-06
Nov-06
Jan-07
Mar-07
Jul-07
Sep-07
Nov-07
Jan-08
Mar-08
Jul-08
Sep-08
Nov-08
Jan-09
Mar-09
Jul-09
Sep-09
Nov-09
Jan-10
Mar-10
Franklin India Taxshield - Growth ICICI Prudential Taxplan - Growth
Sahara Taxgain - Growth Sundaram BNP Paribas Taxsaver (Open ended)
Taurus Taxshield - Growth S&P Nifty
Disclaimer: Mutual fund investments are subject to market risk. Please read the offer document carefully before investing. Past
performance may or may not be sustained in the future.
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