Top 7 multi cap mutual funds with highest SIP returns in 5 years: Rs 16,666 monthly SIP in No. 1 fund turned into 23.67 lakh
Top multi cap mutual funds with highest SIP returns in 5 years: As per Securities Exchange Board of India (Sebi), multi cap mutual funds need to have at least 65 per cent of their investments in equity stocks. The fund manager of a multi cap mutual fund scheme can pick large cap, mid cap, or small cap stocks as per their performance.
Top multi cap mutual funds with highest SIP returns in 5 years: Multi cap mutual funds can invest money in any capitalisation of a company. As per Securities Exchange Board of India (Sebi), multi cap mutual funds need to have at least 65 per cent of their investments in equity stocks. The fund manager of a multi cap mutual fund scheme can pick large cap, mid cap, or small cap stocks as per their performance. They can also shift investments from non-performing to performing caps. E.g. if he has the largest proportion in large cap stocks and performing ones given market conditions. They can sell non-performing large cap stocks and pick performing small or mid cap stocks. Their diversification into all three caps and freedom to change composition can help investor get good returns. The multi cap mutual fund category has given 44.15 per cent annualied returns (CAGR) in 1 year and 21.53 per cent in 3 years, as per Value Research data.
In this write-up, go through the top 7 multi cap mutual funds in terms of annualised SIP returns (XIRR) in 5 years. Also get to know what Rs 16,666 monthly SIP, or Rs 2 lakh yearly investment, in each of the funds has given in the same time frame.
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Nippon India Multi Cap Fund - Direct Plan
The fund has given 35.29 per cent annualised SIP returns in the 5-year time frame.
It has assets under management (AUM) of Rs 37,151 crore, while its net asset value (NAV) is Rs 325.6021.
Nippon India Multi Cap Fund - Direct Plan
Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given 18.47 per cent annualised return since its inception in January 2013.
A Rs 16,666 monthly SIP in the fund in 5 years, or a total investment of Rs 9,99,960, has grown to Rs 23,66,494.
Quant Active Fund - Direct Plan
The fund has had 34.96 per cent annualised SIP returns in the 5-year period.
It has AUM of Rs 11,249 crore, while its net asset value (NAV) is Rs 779.5633.
Quant Active Fund - Direct Plan
Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given 22.40 per cent annualised returns (CAGR) since its inception in January 2013.
A Rs 16,666 monthly SIP in the fund in 5 years, or a total investment of Rs 9,99,960, has grown to Rs 23,48,116.
Mahindra Manulife Multi Cap Fund - Direct Plan
The fund has had 33.22 per cent annualised SIP returns in the 5-year time frame.
It has AUM of Rs 4,417 crore, while its NAV is Rs 41.8068.
Mahindra Manulife Multi Cap Fund - Direct Plan
Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given 21.57 per cent annualised returns since its launch in May 2017.
A Rs 16,666 monthly SIP in the fund has turned into Rs 22,54,863.
ICICI Prudential Multicap Fund - Direct Plan
The fund has given 30.82 per cent annualised SIP returns in the 5-year period.
Its AUM is Rs 11,249 crore, while its net asset value (NAV) is Rs 903.9600.
ICICI Prudential Multicap Fund - Direct Plan
Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given 18.55 per cent annualised return since its debut in January 2013.
A Rs 16,666 monthly SIP in the fund has converted into Rs 21,31,079.
Baroda BNP Paribas Multi Cap Fund - Direct Plan
The fund has had 29.67 per cent annualised SIP returns in 5 years.
It has an asset base of Rs 2,690 crore, while its NAV is Rs 324.1533.
Baroda BNP Paribas Multi Cap Fund - Direct Plan
Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given 17.92 per cent annualised return since its inception in January 2013.
A Rs 16,666 monthly SIP in the fund has swelled to Rs 20,74,255.
Invesco India Multicap Fund - Direct Plan
The fund has given 29.83 per cent annualised SIP returns in the 5-year period.
It has AUM of Rs 3,736 crore, while its NAV is Rs 158.8600.
Invesco India Multicap Fund - Direct Plan
Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given 20.56 per cent annualised return since its beginning in January 2013.
A Rs 16,666 monthly SIP in the fund has grown to Rs 20,82,012 in the 5-year time frame.
Sundaram Multi Cap Fund - Direct Plan
The fund has had 27.53 per cent annualised SIP returns in the 5-year period.
Its AUM is Rs 2,831 crore, while its NAV is Rs 425.6235.
Sundaram Multi Cap Fund - Direct Plan
Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given 18.13 per cent annualised return since its starting in January 2013.
A Rs 16,666 monthly SIP in the fund has turned into Rs 19,71,314 in 5 years.