Picking up the best performing funds

Jul 09, 2018
 

List some best performing mutual funds in SIP for long time investment up to 20 years.

- Sridharan

The systematic investment plan, or SIP, is just a way of investing in mutual funds. It’s a method we strongly recommend because it brings in consistency.

We also commend your long-term perspective as this helps when investing in equity.

If you want to check the performance of funds, you can do so via this tool. This will enable you to check the performance for various fund categories, and you can do so under various time frames.

Do check the tools page too.

Having said that, there is much more that goes into fund selection than just the "best performer list". You must decide how much you wish to allocate to equity funds and debt funds. Within each broad asset class, you will have to decide which category you need to focus on - large cap or mid cap and so on and so forth. And then comes the actual fund selection within the selected category. Here you look not just at performance but the caliber of the fund manager, his investing style, and whether or not he sticks to the fund's mandate.

Add a Comment
Please login or register to post a comment.
© Copyright 2024 Morningstar, Inc. All rights reserved.
Terms of Use    Privacy Policy
© Copyright 2024 Morningstar, Inc. All rights reserved. Please read our Terms of Use above. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
As of December 1st, 2023, the ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar/Sustainalytics accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
Company: Morningstar India Private Limited; Regd. Office: 9th floor, Platinum Technopark, Plot No. 17/18, Sector 30A, Vashi, Navi Mumbai – 400705, Maharashtra, India; CIN: U72300MH2004PTC245103; Telephone No.: +91-22-61217100; Fax No.: +91-22-61217200; Contact: Morningstar India Help Desk (e-mail: helpdesk.in@morningstar.com) in case of queries or grievances.
Top