Top 7 Mutual Funds With Best SIP Returns in 3 Years: Rs 21,000 monthly SIP in No. 1 fund has jumped to Rs 14,83,549; know about others
Top 7 Mutual Funds With Highest SIP Returns in 3 Years: As many as 20 mutual fund schemes have given over 40 per cent annualised SIP returns (XIRR) in the 3-year time frame. Sectoral, index, ELSS, mid, large, and large and mid cap mutual funds have been some of the top gainers.
Top 7 Mutual Funds With Best SIP Returns in 3 Years: With the rise of BSE Sensex and Nifty 50, equity mutual funds have also seen exponential growth in the last 3 years. Many of the funds have increased investors' wealth considerably. As many as 20 mutual fund schemes have given over 40 per cent annualised SIP returns (XIRR) in the 3-year time frame. Sectoral, index, ELSS, mid, large, and large and mid cap mutual funds have been some of the top gainers. In this write-up, we take you through the list of top 7 mutual fund schemes with highest SIP returns in the 3-year period. Also, know how Rs 21,000 monthly SIP in all of them has grown into during that period.
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Motilal Oswal Midcap Fund - Direct Plan
The fund has given 49.09 per cent annualised SIP returns in 3 years.
The thematic fund has assets under management (AUM) of Rs 18,604 crore, while its net asset value (NAV) is Rs 123.3947.
Benchmarked against NIFTY Midcap 150 TRI, the fund given 26.65 per cent annualised returns (CAGR) since its inception 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 minimum lump sum investment.
A Rs 21,000 monthly SIP investment in 3 years, or total investment of Rs 7,56,000, has grown to Rs 14,83,549.
LIC MF Infrastructure Fund - Direct Plan
The fund has given 48.45 per cent annualised SIP returns in the 3-year time frame.
It has AUM of Rs 750 crore, while its NAV is Rs 62.9628.
Benchmarked against NIFTY Infrastructure TRI, the fund given 17.83 per cent annualised returns since its debut in January 2013.
LIC MF Infrastructure Fund - Direct Plan
With an expense ratio of 1.38 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 21,000 monthly SIP investment in the scheme has turned into to Rs 14,71,974 in the 3-year period.
Motilal Oswal ELSS Tax Saver Fund - Direct Plan
The fund has given 44.48 per cent annualised SIP returns in the 3-year period.
It has AUM of Rs 750 crore, while its NAV is Rs 58.8134.
Benchmarked against NIFTY Infrastructure TRI, the fund given 17.83 per cent annualised returns since its launch in January 2013.
Motilal Oswal ELSS Tax Saver Fund - Direct Plan
At an expense ratio of 1.38 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 21,000 monthly SIP investment in the scheme has turned into to Rs 14,01,079 in 3 years.
Motilal Oswal Large and Midcap Fund - Direct Plan
The fund has given 44.51 per cent annualised SIP returns in 3 years.
It has AUM of Rs 6,500 crore, while its NAV is Rs 37.3373.
Benchmarked against NIFTY Large Midcap 250 TRI, the fund given 30.22 per cent annualised returns since its beginning in October 2019.
Motilal Oswal Large and Midcap Fund - Direct Plan
With an expense ratio of 0.54 per cent, the fund has Rs 500 as the minimum SIP and the minimum lump sum investment.
A Rs 21,000 monthly SIP investment in the scheme has turned into to Rs 14,01,696 in the 3-year time frame.
Invesco India Infrastructure Fund - Direct Plan
The fund has given 44.4 per cent annualised SIP returns in the 3-year time frame.
It has an asset base of Rs 1,666 crore, while its unit price is Rs 80.6100.
Benchmarked against BSE India Infrastructure TRI, the fund given 22.01 per cent annualised returns since its starting 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 21,000 monthly SIP investment in the scheme has turned into to Rs 13,99,633 in the 3-year period.
Canara Robeco Infrastructure Fund - Direct Plan
The fund has given 43.42 per cent annualised SIP returns in 3 years.
It has AUM of Rs 6,424 crore, while its unit price is Rs 211.7100.
Benchmarked against BSE India Infrastructure TRI, the fund given 18.66 per cent annualised returns since its launch in January 2013.
Canara Robeco Infrastructure Fund - Direct Plan
At an expense ratio of 0.99 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 21,000 monthly SIP investment in the scheme has turned into to Rs 13,97,402 in 3 years.
ICICI Prudential Infrastructure Fund - Direct Plan
The fund has given 43.42 per cent annualised SIP returns in 3 years.
It has AUM of Rs 6,424 crore, while its unit price is Rs 211.7100.
Benchmarked against BSE India Infrastructure TRI, the fund given 18.66 per cent annualised returns since its launch in January 2013.
ICICI Prudential Infrastructure Fund - Direct Plan
With an expense ratio of 1.18 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 investment in the scheme has turned into to Rs 13,82,514 in the 3-year time frame.