SIP: What Rs 10K SIP has given in India's top large-, mid-, and small-cap mutual funds
SIP: Large-, mid- and small-cap mutual funds are equity funds with a large exposure to equities. As their name suggest, they invest most of their money in large-, mid- and small-cap companies. Systematic investment plan (SIP) is a popular way of mutual funds investing. A majority of people these days invest in mutual funds through SIP. As per Association of Mutual Funds in India (AMFI), top large-cap mutual fund in India in the last 3 years is Nippon India Large Cap Fund. The top-performer mid-cap fund is Quant Mid Cap Fund, while Quant Small Cap Fund is the top-performer in its category. Here's what a Rs 10,000 SIP in each of the fund has given in the 3 years.
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Nippon India Large Cap Fund
The top large-cap fund in India has given a SIP return (XIRR) of 27.43% in the 3 years. It has assets under management (AUM) of Rs 25,782.21 crore and the net asset value (NAV) of Rs 88.1658.
Nippon India Large Cap Fund
A Rs 10,000 SIP for 3 years in a row has given Rs 5,62,074 in total.
Quant Mid Cap Fund
The top-performer mid cap has given a SIP return of 43.07% in the 3 years. It has an AUM of Rs 5,873.25 crore while its NAV is worth Rs 254.0366.
Quant Mid Cap Fund
A Rs 10,000 SIP in the fund in the 3 years has given Rs 7,38,541 in total.
Quant Small Cap Fund
The small-cap fund tops the category with 41.66% SIP returns. Its AUM is Rs 19,714.15 crore, while its NAV is Rs 269.7797.
Quant Small Cap Fund
A Rs 10,000 SIP in the fund has given a total of Rs 7,20,206 in the 3 years.