Top 7 Mutual Fund SIPs: At Rs 10,000/month, No. 1 fund has grown to Rs 58.76 lakh in 10 years; note down list
Top 7 Mutual Funds With Highest SIP Returns in 10 Years: Quant Small Cap Fund - Direct Plan has given 29.89 per cent annualised SIP returns (XIRR) in 10 years. It has assets under management (AUM) of Rs 25,535 crore, while its net asset value (NAV) is Rs 454.2583.
Top 7 Mutual Funds SIP Returns in 10 Years: When an investor picks a mutual fund, the amount of SIP or lump sum serves as a major criterion. Some investors are impressed by short-term returns, some see long-term returns, and some look for a low expense ratio. The performance of a mutual fund in the long term matters as it shows the fund manager's acumen to select stocks that withheld market fluctuations in the long term. Many equity funds that may fall heavily during market fluctuations do well in the long run. In SIP, or lump sum mutual fund investment, staying in investment for a long time is most likely to make investors richer. In this write-up, we are taking you through the top 7 mutual funds with the highest SIP returns (XIRR) in the 10-year timeframe and also how the Rs 10,000 monthly SIP investment in each fund has turned into in that period.
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Quant Small Cap Fund - Direct Plan
The small cap fund has given 29.89 per cent annualised SIP returns in the 10-year period.
It has assets under management (AUM) of Rs 25,535 crore, while its net asset value (NAV) is Rs 454.2583.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 20.51 per cent annualised returns (CAGR) since its inception in January 2013.
Quant Small Cap Fund - Direct Plan
At an expense ratio of 0.64 per cent, the fund has Rs 5,000 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment
A Rs 10,000 monthly SIP investment in the fund in 10 years, or a total investment of Rs 12 lakh, has grown to Rs 58,75,857 in 10 years.
Nippon India Small Cap Fund - Direct Plan
The fund has given 28.45 per cent annualised SIP returns in the 10-year time frame.
It has an asset base of Rs 61,000 crore, while its NAV is Rs 46.1808.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 28.18 per cent annualised return since its debut in January 2013.
Nippon India Small Cap Fund - Direct Plan
With an expense ratio of 0.65 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 10,000 monthly SIP in the scheme has converted into Rs 54,36,710 in 10-year period.
Quant Infrastructure Fund - Direct Plan
The fund has given 28.4 per cent annualised SIP returns in the 10-year period.
Its AUM is Rs 3,991 crore, while its NAV is Rs 46.1808.
Benchmarked against NIFTY Infrastructure TRI, the fund has given 20.36 per cent annualised return since its launch in January 2013.
Quant Infrastructure Fund - Direct Plan
At an expense ratio of 0.66 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 10,000 monthly SIP in the scheme has jumped to Rs 54,22,203 in 10-year time frame.
Quant ELSS Tax Saver Fund - Direct Plan
The fund has given 27.79 per cent annualised SIP returns in 10 years.
It has AUM of Rs 11,125 crore, while its NAV is Rs 202.2025.
Benchmarked against NIFTY 500 TRI, the fund has given 23.29 per cent annualised return since its inception in January 2013.
Quant ELSS Tax Saver Fund - Direct Plan
With an expense ratio of 0.65 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 500 as the minimum lump sum investment.
A Rs 10,000 monthly SIP in the scheme has swelled to Rs 52,45,334 in 10-year period.
Motilal Oswal Midcap Fund - Direct Plan
The fund has given 26.69 per cent annualised SIP returns in the 10-year time frame.
It has an asset base of Rs 15,940 crore, while its unit price is Rs 122.0142.
Benchmarked against NIFTY 500 TRI, the fund has given 26.64 per cent annualised return since its debut in February 2014.
Motilal Oswal Midcap Fund - Direct Plan
With an expense ratio of 0.60 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 500 as the minimum lump sum investment
A Rs 10,000 monthly SIP in the scheme has grown to Rs 49,44,360 in 10 years.
Quant Mid Cap Fund - Direct Plan
The fund has given 26.51 per cent annualised SIP returns in 10 years.
It has AUM of Rs 9,367 crore, while its NAV is Rs 270.5107.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 20.45 per cent annualised return since its beginning in January 2013.
Quant Mid Cap Fund - Direct Plan
With an expense ratio of 0.58 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 10,000 monthly SIP in the scheme has jumped to Rs 48,94,661 in the 10-year period.
Invesco India Infrastructure Fund - Direct Plan
The fund has given 25.77 per cent annualised SIP returns in the 10-year period.
Its AUM is Rs 9,367 crore, while its NAV is Rs 80.8400.
Benchmarked against BSE India Infrastructure TRI, the fund has given 16.60 per cent annualised return since its launch in January 2013.
Invesco India Infrastructure Fund - Direct Plan
With an expense ratio of 0.70 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 10,000 monthly SIP in the scheme has converted into Rs 47,02,663 in 10 years.