Top 7 ETFs With up to 33% Returns in 5 Years: No. 1 ETF has turned Rs 15,000 monthly SIP investment into Rs 28,28,029; know how others have done
Top 7 ETFs With up to 33% Annualised Returns in 5 years: One needs a demat account to trade ETFs. They can buy an ETF in the same way as they buy a stock. The ETF can be traded only during the trading session. Every ETF follows some index, so they are passive funds with a low expense ratio.
Top 7 ETFs With up to 33% Annualised Returns in 5 years: The Exchange Traded Fund (ETF) is a unique mutual fund category that trades on a stock market. Unlike other equity mutual fund schemes, where the rate of a net asset value (NAV) is determined at the end of the trading session, the price of an ETF's unit keeps changing throughout the day. One needs a demat account to trade ETFs. They can buy an ETF in the same way as they buy a stock. The ETF can be traded only during the trading session. Every ETF follows some index, so they are passive funds with a low expense ratio. In this write-up, we take you through the top 7 ETFs with the highest annualised returns in 5 years. Also, know the estimated returns that all 7 have delivered after a Rs 15,000 monthly investment.
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CPSE ETF
The top ETF has given 32.13 per cent annualised returns in the 5-year period.
It has assets under management (AUM) of Rs 46,098.89 crore, while its net asset value (NAV) as on October 16, 2024, was Rs 96.9455.
The volume of the ETF is 14,33,587, while its turnover is 20.00 per cent.
CPSE ETF
Benchmarked against NIFTY Next 50 TRI, the ETF has expense ratio of 0.31 per cent.
A Rs 15,000 monthly SIP investment in 5 years, or total investment of Rs 9,00,000, has grown to Rs 28,28,029.
Nippon India ETF Nifty Midcap 150
The ETF has given 31.33 per cent annualised returns in the 5-year time frame.
It has an asset base of Rs 1,703.04 crore, while its NAV as on October 16, 2024, was Rs 226.7019.
Benchmarked against IISL Nifty Midcap 150 TR INR, the ETF has expense ratio of 0.21 per cent.
Nippon India ETF Nifty Midcap 150
Started in January 2019, the ETF has turnover ratio of 123.00 per cent.
A Rs 15,000 monthly SIP investment in the ETF has grown to Rs 20,17,102 in the 5-year period.
Motilal Oswal Nifty Midcap 100 ETF
The ETF has given 31.29 per cent annualised returns in the 5-year time frame.
It has an asset base of Rs 535.17 crore, while its unit price as on October 16, 2024, was Rs 63.6002.
Benchmarked against IISL NIFTY Midcap 100 TR INR, the ETF has expense ratio of 0.20 per cent.
Motilal Oswal Nifty Midcap 100 ETF
Started in January 2011, the ETF has turnover ratio of 80.00 per cent.
It has a volume of 2,54,028.
A Rs 15,000 monthly SIP investment in the ETF has grown to Rs 20,42,432 in the 5-year period.
Bharat 22 ETF
The ETF has given 27.44 per cent annualised returns in 5 years.
It has AUM of Rs 20,550.10 crore, while its NAV as on October 16, 2024, was Rs 116.2780.
Benchmarked against S&P BSE Bharat 22 TR INR, the ETF has expense ratio of 0.05 per cent.
Bharat 22 ETF
Started in November 2017, the ETF has turnover ratio of 11.00 per cent.
The ETF has a volume of 6,54,452.
A Rs 15,000 monthly SIP investment in the ETF has grown to Rs 22,90,027 in 5 years.
Nippon India ETF Nifty PSU Bank BeES
The ETF has given 25.46 per cent annualised returns in the 5-year period.
It has an asset base of Rs 2,501.61 crore, while its NAV as on October 16, 2024, was Rs 31.8390.
Benchmarked against IISL Nifty PSU Bank TR INR, the ETF has expense ratio of 0.49 per cent.
Nippon India ETF Nifty PSU Bank BeES
The ETF has a volume of 28,21,309.
Started in October 2007, the ETF has turnover ratio of 125.00 per cent.
A Rs 15,000 monthly SIP investment in the ETF has grown to Rs 22,27,730 in the 5-year time frame.
Kotak Nifty PSU Bank ETF
The ETF has given 25.35 per cent annualised returns in the 5-year time frame.
It has an asset base of Rs 1,453.08 crore, while its NAV as on October 16, 2024, was Rs 660.5217.
Benchmarked against IISL Nifty PSU Bank TR INR, the ETF has expense ratio of 0.49 per cent.
Kotak Nifty PSU Bank ETF
The fund has a volume of 4,152.
Started in November 2007, the ETF has turnover ratio of 91.71 per cent.
A Rs 15,000 monthly SIP investment in the ETF has grown to Rs 22,25,487 in the 5-year period.
ICICI Prudential S&P BSE Midcap Select ETF
The ETF has given 25.15 per cent annualised returns in the 5-year time frame.
It has an asset base of Rs 72.79 crore, while its NAV as on October 16, 2024, was Rs 18.7778.
Benchmarked against S&P BSE Midcap Select TR INR, the ETF has expense ratio of 0.15 per cent.
ICICI Prudential S&P BSE Midcap Select ETF
The ETF has given 25.15 per cent annualised returns in the 5-year time frame.
It has an asset base of Rs 72.79 crore, while its NAV as on October 16, 2024, was Rs 18.7778.
Benchmarked against S&P BSE Midcap Select TR INR, the ETF has expense ratio of 0.15 per cent.
ICICI Prudential S&P BSE Midcap Select ETF
Started in July 2013, the ETF has turnover ratio of 50.00 per cent.
A Rs 15,000 monthly SIP investment in the ETF has grown to Rs 18,19,393 in the 5-year period.