Top 5 ETFs in 5 Years: Rs 20,000 monthly SIP in No. 1 fund has grown to Rs 43,82,257
Top 5 ETFs in 5 Years: Exchange-traded fund (ETF) is a category of mutual funds which can be in a share market. They are bought and sold like a common stock. ETFs holds a collection of stocks, bonds and other securities in one fund. Since they invest in diverse mix of assets, they provide diversity, and come with lower operating costs. Here's a list of top 5 ETFs in 5 years and what Rs 20,000 monthly SIP in each of them has given in 5 years.
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CPSE ETF
The fund 33.51 per cent annualised return in 5 years. The fund has assets under management (AUM) is Rs 42,632.15 crore, while its net assets value (NAV) is Rs 104.45. The fund that tracks Nifty CPSE TR INR as its benchmark has an expense ratio of 0.05 per cent. It was started in March 2014.
A Rs 20,000 monthly SIP in the fund has grown to Rs 43,82,257 in 5 years.
Nippon India ETF Nifty Midcap 150
The fund has 30.77 per cent anualised return in 5 years. It has AUM of Rs 1,688.87 crore, while its NAV is Rs 136.02. Launched in January 2019, he fund tracks IISL Nifty Midcap 150 TR INR. It has an expense ratio of 0.21 per cent.
A Rs 20,000 monthly SIP in the fund has given a total of Rs 28,51,021.
Motilal Oswal Nifty Midcap 100 ETF
The fund has given 30.23 per cent annualised return in 5 years. It has AUM of Rs 471.74 crore, and its NAV price is Rs 63.12. The fund started in January 2011 follows IISL NIFTY Midcap 100 TR INR. It has an expense ratio of 0.20 per cent.
A Rs 20,000 monthly SIP in the ETF has given a total of Rs 28,84,504.
BHARAT 22 ETF
The fund has 27.46 per cent annualised return in 5 years. It has AUM of Rs 18,903.54 crore, while its NAV is 120.72. Benchmarked against S&P BSE Bharat 22 TR INR, the fund has an expense ratio of 0.05 per cent. The fund was launched in November 2017.
A Rs 20,000 monthly SIP in the fund has grown to Rs 33,69,998.
Nippon India ETF Nifty Infrastructure BeES
The fund has given 25.11 per cent annualised returns in 5 years. It has an asset base of Rs 192.08 crore, while its NAV size is Rs 983.31. The fund that was launched in IISL Nifty Infrastructure TR INR has an expense ratio of 1.03 per cent. The fund was launched in October 2010.
A Rs 20,000 monthly SIP in the ETF has given Rs 26,03,896 in the 5-year time frame.