Top 7 Mutual Funds With Best SIP Returns: No. 1 fund has turned Rs 20,000 monthly SIP into Rs 1.14 crore in 10 years
Top 7 mutual funds with best SIP returns in 10 years: Equity mutual funds are high risk but they can give high returns if one remains invested for a long term. Many of the equity mutual funds have mutiplied investment amount by many times in the last 1 decade. E.g., Quant Small Cap Fund - Direct Plan has given 29.34 per cent annualised SIP returns in 10 years. There are many others that have given 20 per cent or higher annualised returns in 10 years.
Top 7 mutual funds with best SIP returns in 10 years: Systematic investment plan (SIP) is a more popular method than lump sum in mutual fund investing. The monthly data released by Association of Mutual Funds in India (AMFI) bears testimony to that. People find it convenient to invest in phases rather than investing a large sum in one go. The other advantage of investing through SIP is that the method helps one fight market fluctuations due to rupee cost averaging. A SIP investor gets more net asset value (NAV) units when the market is low and the NAV rate is low. The reverse also applies. Here, we take you through the top 7 funds in terms of the highest annualised SIP returns (XIRR). Also know what Rs 20,000 monthly SIP in each fund has given in 10 years.
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Quant Small Cap Fund - Direct Plan
The fund has given 29.34 per cent annualised SIP return in 10 years. The fund has assets under management (AUM) of Rs 24,530 crore, while its NAV is Rs 291.2632. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 20.28 per cent annualised return since its launch in January 2013. It has its 87.09 per cent investments in equity and 12.31 per cent in cash and cash equivalents.
Quant Small Cap Fund - Direct Plan
In its 84-stock, the fund has RIL, Jio Financial Services, Aegis Logistics, and Aditya Birla Fashion as its main holdings.
A Rs 20,000 monthly SIP in the fund, or a total investment of Rs 24 lakh, has turned into Rs 1,14,03,798 in the 10-year time frame.
Quant Infrastructure Fund - Direct Plan
The fund has given 28.35 per cent annualised SIP returns in the 10-year period. It has an asset base of Rs 4,104 crore, while its NAV is Rs 45.5227. Benchmarked against NIFTY Infrastructure TRI, the fund has given a 20.39 per cent annualised return since its launch in January 2013.
Quant Infrastructure Fund - Direct Plan
It has 97.16 per cent of its investments in equity. In a 24-stock portfolio, the fund has HDFC Bank, RIL, Samvardhana Motherson, Tata Power, and LIC as its main stocks.
A Rs 20,000 monthly SIP investment in the fund has converted into Rs 1,08,10,883 in 10 years.
Quant Infrastructure Fund - Direct Plan
It has 97.16 per cent of its investments in equity. In a 24-stock portfolio, the fund has HDFC Bank, RIL, Samvardhana Motherson, Tata Power, and LIC as its main stocks.
A Rs 20,000 monthly SIP investment in the fund has converted into Rs 1,08,10,883 in 10 years.
Nippon India Small Cap Fund - Direct Plan
The small cap mutual fund has given 27.96 per cent annualised SIP returns in 10 years. It has AUM of Rs 60,373 crore, while its NAV is Rs 193.6156. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 27.96 per cent annualised returns since its launch in January 2013.
Nippon India Small Cap Fund - Direct Plan
It has 95.93 per cent investments in equity. In a portfolio of 209 stocks, the fund has HDFC Bank, Kirloskar Brothers, Tube Investments, and Voltamp Transformers as the main holdings.
A Rs 20,000 monthly SIP investment in the fund has grown to Rs 1,05,86,921 in 10 years.
Quant ELSS Tax Saver Fund - Direct Plan
The fund has had 27.58 per cent annualised SIP returns in 10 years. The fund has an asset base of Rs 11,065 crore, while its NAV price is Rs 441.2563. Benchmarked against NIFTY 500 TRI, the fund has given 23.19 per cent annualised returns since its inception in January 2013.
Quant ELSS Tax Saver Fund - Direct Plan
The fund has 95.02 per cent of its investments in equity. In a portfolio of 31 stocks, the fund's main holdings are Adani Power, RIL, HDFC Bank, Samvardhana Motherson, and Jio Financial Services.
A Rs 20,000 monthly SIP in the fund has given Rs 1,03,69,488 in the 10-year period.
Quant Mid Cap Fund - Direct Plan
Another mutual fund from the House of Quant Mutual Fund has given a 26.58 per cent annualised SIP return in the 10-year period. It has an asset base of Rs 9,283 crore, while its NAV rate is Rs 268.1138. Benchmarked against NIFTY Midcap 150 TRI, the fund has given 20.55 per cent annualised returns since its launch in January 2013.
Quant Mid Cap Fund - Direct Plan
The fund has 87.99 per cent of its investments in equity and 8.53 per cent in cash and cash equivalents. In its 23-stock portfolio, the fund has Aurobindo Pharma, RIL, CONCOR, and IRB Infra Developers as its main holdings.
A Rs 20,000 monthly SIP in the fund has given Rs 98,27,092 in the 10-year time frame.
Motilal Oswal Midcap Fund - Direct Plan
The fund has given 25.54 per cent annualised SIP return in 10 years. It has AUM of Rs 14,446 crore, while its NAV is Rs 112.9577. Benchmarked against NIFTY Midcap 150 TRI, the fund has given 26.02 per cent annualised returns since its launch in February 2014. The fund has 83.17 per cent of its investments in equity.
Motilal Oswal Midcap Fund - Direct Plan
In a 20-stock portfolio, the fund has Polycab India, Persistent Systems, Kalyan Jewellers, Jio Financial Services, and Coforge as the main holdings.
A Rs 20,000 monthly investment in the fund has turned into Rs 92,90,287 in 10 years.
Invesco India Infrastructure Fund - Direct Plan
The fund has given 25.45 per cent annualised SIP returns in the 10-year period. It has AUM of Rs 1,653 crore, while its NAV is Rs 78.4600.
Invesco India Infrastructure Fund - Direct Plan
Benchmarked against BSE India Infrastructure TRI, the fund has given 22.04 per cent annualised returns since its inception in January 2013.
Invesco India Infrastructure Fund - Direct Plan
It has 97.82 per cent of its investment in equity. In its 45-stock portfolio, the fund has Power Grid, L&T, Jyoti CNC, Suzlon Energy, and NTPC as its main holdings. A Rs 20,000 monthly SIP in the fund has given Rs 92,43,442 in 10 years.