Top 7 Mutual Funds With Highest CAGR in 10 Years: Rs 10 lakh investment in No 1 scheme has jumped to Rs 79,46,160 in 10 years
Top 7 mutual funds with highest returns in 10 years: Even though BSE Sensex and Nifty 50 have been going through fluctuations for over a month, there are many mutual fund schemes which have given high returns in the long run.
Top 7 mutual funds with best returns in 10-year period: Equity mutual funds invest most of their money in share market, so the investors should mentally prepare that their investments can go through up and down during market turmoil. BSE Sensex and Nifty 50 have been going through sharp fluctuations for over a month and amid such a performance, many equity funds, be it large, mid, short, thematic or index. But equity mutual fund investment is for the long term. Amid such a market mayhem, many equity funds have given consistent performance for over a decade. Know the top 7 mutual fund schemes with highest CAGR return and what Rs 10 lakh investment in each of them has turned into in 10 years.
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Nippon India Small Cap Fund - Direct Plan
The small cap fund has given 23.03 per cent annualised returns in 10 years.
It has assets under management (AUM) of Rs 61,027 crore, while its net asset value (NAV) is Rs 187.1249.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 26.89 per cent annualised returns since its inception in January 2013.
Nippon India Small Cap Fund - Direct Plan
With an expense ratio of 0.68 per cent, the fund has Rs 100 as the minimum SIP and Rs 5,000 as the minimum lump sum investment.
A Rs 10 lakh lump sum investment in the fund has grown to Rs 79,46,160 in the 10-year period.
Quant ELSS Tax Saver Fund - Direct Plan
The fund has given 21.93 per cent annualised returns in the 10-year time frame.
It has AUM of Rs 10,980 crore, while its NAV is Rs 390.6987.
Benchmarked against NIFTY 500 TRI, the fund has given 21.37 per cent annualised returns since its launch in January 2013.
Quant ELSS Tax Saver Fund - Direct Plan
At an expense ratio of 0.65 per cent, the fund has Rs 500 as the minimum SIP and lump sum investment each.
A Rs 10 lakh investment in the fund has jumped to Rs 72,65,210 in the 10-year time frame.
Motilal Oswal Midcap Fund - Direct Plan
The fund has given 21.64 per cent annualised returns in the 10-year time frame.
It has AUM of Rs 20,056 crore, while its NAV is Rs 118.4472.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 25.86 per cent annualised returns since its starting in February 2013.
Motilal Oswal Midcap Fund - Direct Plan
With an expense ratio of 0.57 per cent, the fund has Rs 500 as the minimum SIP and lump sum investment each.
A Rs 10 lakh investment in the fund has grown to Rs 70,93,890 in the 10-year time frame.
Quant Small Cap Fund - Direct Plan
The fund has given 21.07 per cent annualised returns in the 10-year time frame.
It has AUM of Rs 26,331 crore, while its NAV is Rs 274.7682.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 19.20 per cent annualised returns since its debut in January 2013.
Quant Small Cap Fund - Direct Plan
With an expense ratio of 0.64 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 lakh investment in the fund has grown to Rs 67,68650 in the 10-year time frame.
Edelweiss Mid Cap Fund - Direct Plan
The fund has given 20.20 per cent annualised returns in the 10-year time frame.
It has AUM of Rs 7,677 crore, while its NAV is Rs 110.6630.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 23.21 per cent annualised returns since its beginning in January 2013.
Edelweiss Mid Cap Fund - Direct Plan
At an expense ratio of 0.40 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 10 lakh investment in the fund has grown to Rs 62,95,340 in the 10-year time frame.
Kotak Emerging Equity Fund - Direct Plan
The fund has given 20.08 per cent annualised returns in the 10-year time frame.
It has AUM of Rs 50,627 crore, while its NAV is Rs 147.6360.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 21.87 per cent annualised returns since its inception in January 2013.
Kotak Emerging Equity Fund - Direct Plan
With an expense ratio of 0.38 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 10 lakh investment in the fund has grown to Rs 62,95,340 in the 10-year time frame.
Quant Mid Cap Fund - Direct Plan
The fund has given 18.95 per cent annualised returns in the 10-year time frame.
It has AUM of Rs 8,941 crore, while its NAV is Rs 236.6909.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 18.79 per cent annualised returns since its launch in January 2013.
Quant Mid Cap Fund - Direct Plan
At 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 lakh investment in the fund has grown to Rs 62,95,340 in the 10-year time frame.