Top 7 Mutual Funds With up to 74% Return in 1 Year: No. 1 fund has converted Rs 5 lakh investment into Rs 8.69 lakh; know about others
Top 7 Mutual Funds With Highest Annualised Returns in 1 Year: Investors with long-term vision, a high risk appetite, and comfortable with market swings can opt for mutual fund lump sum investment. As many as 10 equity mutual funds have given over 50 per cent annualised returns (CAGR) in 1 year.
Top 7 Mutual Funds With Best Returns in 1 Year: Mutual fund investors have two options to invest in a scheme- lump sum and systematic investment plan (SIP). In investment through SIP, investors don't need to time market as they purchase net asset value (NAV) at different rates at every investment cycle. But the lump sum investment can be tricky. You never know if the market has scaled its highest peak; will it rise higher or fall down? So, you never know when is the right time to invest through lump sum. But the best answer to this is that investors with a high-risk appetite and a long-term investment horizon can opt for the lump sum investment. In the last 1 year, as many as 10 equity mutual funds have given over 50 per cent annualised returns (CAGR) to investors. We take you through the top 7 lump sum mutual funds in terms of the highest annualised returns. Also know how Rs 5 lakh investment in each scheme has performed in that period.
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SBI PSU Fund - Direct Plan
The fund has given 73.72 per cent annualised SIP returns in 1 year.
It has assets under management (AUM) of of Rs 4,703 crore, while its NAV is Rs 35.5734.
Benchmarked against BSE PSU TRI, the fund given 12.95 per cent annualised returns since its debut in January 2013.
SBI PSU Fund - Direct Plan
With an expense ratio of 0.72 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 5 lakh lump investment in the fund has grown to Rs 8.69 lakh in the 1-year period.
Invesco India PSU Equity Fund Direct-Growth
The fund has given 72.82 per cent annualised SIP returns in the 1-year time frame.
It has AUM of Rs 1,436 crore, while its NAV is Rs 76.06.
Benchmarked against BSE PSU TRI, the fund given 18.35 per cent annualised returns since its inception in January 2013.
Invesco India PSU Equity Fund Direct-Growth
At an expense ratio of 0.76 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 5 lakh lump investment in the fund has grown to Rs 8.64 lakh in the 1-year time frame.
Bandhan Infrastructure Fund Direct Plan-Growth
The fund has given 70.23 per cent annualised SIP returns in the 1-year period.
It has an asset base of Rs 1,906 crore, while its NAV is Rs 61.88.
Benchmarked against BSE India Infrastructure TRI, the fund given 17.83 per cent annualised returns since its beginning in January 2013.
Bandhan Infrastructure Fund Direct Plan-Growth
With an expense ratio of 0.81 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 5 lakh lump investment in the fund has grown to Rs 8.51 lakh in the 1-year period.
Canara Robeco Infrastructure Direct-Growth
The fund has given 69.85 per cent annualised SIP returns in 1 year.
It has an asset base of Rs 883 crore, while its NAV is Rs 183.49.
Benchmarked against BSE India Infrastructure TRI, the fund given 19.21 per cent annualised returns since its starting in January 2013.
Canara Robeco Infrastructure Direct-Growth
With 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 5 lakh lump investment in the fund has grown to Rs 8.49 lakh in 1 year.
Invesco India Infrastructure Fund Direct-Growth
The fund has given 67.26 per cent annualised SIP returns in the 1-year time frame.
Its AUM is Rs 1,666 crore, while its unit price is Rs 79.08.
Benchmarked against BSE India Infrastructure TRI, the fund given 21.75 per cent annualised returns since its launch in January 2013.
Invesco India Infrastructure Fund Direct-Growth
At an expense ratio of 0.7 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 5 lakh lump investment in the fund has grown to Rs 8.36 lakh in the 1-year time frame.
DSP India T.I.G.E.R. (The Infrastructure Growth and Economic Reforms Fund) Direct-Growth
The fund has given 66.59 per cent annualised SIP returns in the 1-year period.
Its has an asset base of Rs 5,646 crore, while its NAV is Rs 363.5.
Benchmarked against BSE India Infrastructure TRI, the fund given 18.85 per cent annualised returns since its debut in January 2013.
DSP India T.I.G.E.R. (The Infrastructure Growth and Economic Reforms Fund) Direct-Growth
With an expense ratio of 0.84 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 5 lakh lump investment in the fund has grown to Rs 8.33 lakh in the 1-year period.
Nippon India Power & Infra Fund Direct-Growth
The fund has given 61.55 per cent annualised SIP returns in 1 year.
Its AUM is Rs 7,863 crore, while its unit price is Rs 391.22.
Benchmarked against NIFTY Infrastructure TRI, the fund given 17.16 per cent annualised returns since its beginning in January 2013.
Nippon India Power & Infra Fund Direct-Growth
At an expense ratio of 0.95 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 5 lakh lump investment in the fund has grown to Rs 8.08 lakh in 1 year.