Top 7 Mutual Funds With Up To 84% SIP Returns in 1 Year: Know how Rs 21,000 monthly SIP has performed in each fund

Top 7 Mutual Funds With Best SIP Returns This Year: Motilal Oswal Midcap Fund - Direct Plan The fund has given 81.98 per cent annualised SIP returns in 1 year. Benchmarked against NIFTY Midcap 150 TRI, the fund has given 26.66 per cent annualised returns (CAGR) since its debut in February 2014.

ZeeBiz WebTeam | Sep 16, 2024, 07:24 PM IST

Top 7 Mutual Funds With Best SIP Returns This Year: Many equity mutual fund schemes have been performing well this year due to the sharp rise in the stock market. Leading indices—BSE Sensex and Nifty 50—have been going through a good phase. The BSE Sensex closed trading on BSE on Monday (September 16, 2024) up by 97.84 points at 82,988.78. On the other hand, Nifty 50 closed trading higher by 27.25 points at 25,383.75. With the stock market closing on a positive note and many mutual fund schemes showing good performance because of that, here we take you through the performance of top mutual funds that have given up to 84 per cent annualised SIP returns (XIRR) in 1 year. Also know how Rs 21,000 monthly SIP in each of them has grown to in 1 year.
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1/14

Motilal Oswal Midcap Fund - Direct Plan

Motilal Oswal Midcap Fund - Direct Plan

The fund has given 81.98 per cent annualised SIP returns in 1 year.
It has assets under management of Rs 4,790 crore, while its net asset value (NAV) is Rs 121.2525.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 26.66 per cent annualised returns (CAGR) since its debut in February 2014.

2/14

Motilal Oswal Midcap Fund - Direct Plan

Motilal Oswal Midcap Fund - Direct Plan

At an expense ratio of 0.58 per cent, the fund has Rs 500 as the minimum SIP and the lump sum investment.  
A Rs 21,000 monthly SIP in the fund in 1 year, or a total investment of Rs 2,52,000, has converted into to Rs 3,53,620.

3/14

LIC MF Infrastructure Fund - Direct Plan

LIC MF Infrastructure Fund - Direct Plan

The fund at No. 2 has given 80.96 per cent annualised SIP returns in the 1-year period.
It has AUM of Rs 725 crore, while its NAV is Rs 58.5728.
Benchmarked against NIFTY Infrastructure TRI, the fund has given 17.92 per cent annualised returns since its inception in January 2013.

4/14

LIC MF Infrastructure Fund - Direct Plan

LIC MF Infrastructure Fund - Direct Plan

With an expense ratio of 1.42 per cent, the fund has Rs 1,00 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.  
A Rs 21,000 monthly SIP in the fund has given Rs 3,52,448 in the 1-year time frame.

5/14

ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund - Direct Plan

ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund - Direct Plan

The fund has given 75.18 per cent annualised SIP returns in the 1-year period.
It has an asset base of Rs 4,808 crore, while its unit price is Rs 41.9900.
Benchmarked against BSE Healthcare TRI, the fund has given 26.16 per cent annualised return since its beginning in July 2018.

6/14

ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund - Direct Plan

ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund - Direct Plan

At an expense ratio of 1.08 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.  
A Rs 21,000 monthly SIP in the scheme has jumped to Rs 3,45,782 in the 1-year period.

7/14

Tata India Pharma & Healthcare Fund - Direct Plan

Tata India Pharma & Healthcare Fund - Direct Plan

The fund has given 67.7 per cent annualised SIP returns in  1 year.
Its AUM is Rs 1,183 crore, while its NAV is Rs 36.2289.
Benchmarked against NIFTY Pharma TRI, the fund has given 15.91 per cent annualised return since its launch in December 2015.

8/14

Tata India Pharma & Healthcare Fund - Direct Plan

Tata India Pharma & Healthcare Fund - Direct Plan

With an expense ratio of 0.77 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.  
A Rs 21,000 monthly SIP in the scheme has swelled to Rs 3,37,057 in 1 year.

9/14

Nippon India Nifty Next 50 Junior BeES FoF - Direct Plan

Nippon India Nifty Next 50 Junior BeES FoF - Direct Plan

The fund has given 64.83 per cent annualised SIP returns in the 1-year time frame.
It has AUM of Rs 493 crore, while its NAV is Rs 28.1588.
Benchmarked against NIFTY Next 50 TRI, the fund has given 20.62 per cent annualised return since its inception in March 2019.

10/14

Nippon India Nifty Next 50 Junior BeES FoF - Direct Plan

Nippon India Nifty Next 50 Junior BeES FoF - Direct Plan

At an expense ratio of 0.11 per cent, the fund has Rs 100 each as the minimum SIP and lump sum investment.  
A Rs 21,000 monthly SIP in the scheme has grown to Rs 3,33,689 in the 1-year time frame.

11/14

SBI Nifty Next 50 Index Fund - Direct Plan

SBI Nifty Next 50 Index Fund - Direct Plan

The fund has given 64.73 per cent annualised SIP returns in the 1-year period.
It has an asset base of Rs 1,311 crore, while its NAV is Rs 20.7170.
Benchmarked against NIFTY Next 50 TRI, the fund has given 24.50 per cent annualised return since its debut in May 2021.

 

12/14

SBI Nifty Next 50 Index Fund - Direct Plan

SBI Nifty Next 50 Index Fund - Direct Plan

With an expense ratio of 0.33 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.  
A Rs 21,000 monthly SIP in the scheme has converted into Rs 3,33,567 in the 1-year period.

13/14

DSP Nifty Next 50 Index Fund - Direct Plan

DSP Nifty Next 50 Index Fund - Direct Plan

The fund has given 64.72 per cent annualised SIP returns in 1 year.
Its AUM is Rs 778 crore, while its unit price is Rs 29.6107.
Benchmarked against NIFTY Next 50 TRI, the fund has given 21.54 per cent annualised return since its launch in February 2019.

 

14/14

DSP Nifty Next 50 Index Fund - Direct Plan

DSP Nifty Next 50 Index Fund - Direct Plan

With an expense ratio of 0.28 per cent, the fund has Rs 100 each as the minimum SIP and lump sum investment.  
A Rs 21,000 monthly SIP in the scheme has jumped to Rs 3,33,554 in 1 year.

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