Top 7 Sectoral Mutual Funds With up to 27% Returns in 10 Years: Rs 12,500 monthly SIP investment in No 1 scheme has turned into Rs 62,56,835
Top 7 Sectoral Mutual Funds With Highest SIP Returns in 10 Years: Sectoral mutual funds invest at least 80 per cent of their investments in sectors such as pharma, banking, infrastructure, and technology. The funds take mileage from the growth of a particular stage.
Top 7 Sectoral Mutual Funds With Highest SIP Returns in 10 Years: Equity mutual funds invest money in stocks that also belong to some sector. But what makes sectoral mutual funds stand apart is that they have at least 80 per cent of their investments in stocks related to a particular sector, such as infrastructure, pharma, technology, and banking. These mutual funds make the most of the performance of particular sector stocks. Investments in such funds are best suited for long-term investors since sectors most likely grow in phases. Investors who want concentrated investment in a particular sector can invest in such funds. Here's a list of the top 7 sectoral mutual funds across sectors in terms of highest annualised SIP returns (XIRR) in 10 years. Also, know how they have performed on a monthly SIP investment of Rs 12,500 each.
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Quant Infrastructure Fund - Direct Plan
The fund has given 26.92 per cent annualised SIP return in the 5-year period.
It has assets under management (AUM) of Rs 3,585 crore, while its net asset value (NAV) is Rs 44.0997.
Benchmarked against NIFTY Infrastructure TRI, the fund has given 19.48 per cent annualised return since its inception 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 and Rs 5,000 as the minimum lump sum investment.
A Rs 12,500 monthly SIP investment in 10 years, or a total investment of Rs 15,00,000, has jumped to Rs 62,56,835.
Invesco India Infrastructure Fund - Direct Plan
The fund has given 25.1 per cent annualised SIP return the 10-year time frame.
It has assets under management (AUM) of Rs 1,609 crore, while its net asset value (NAV) is Rs 80.5500.
Benchmarked against BSE India Infrastructure TRI, the fund has given 21.67 per cent annualised return since its launch in January 2013.
Invesco India Infrastructure Fund - Direct Plan
With an expense ratio of 0.71 per cent, the fund has Rs 500 as the minimum SIP and Rs 1,000 as the minimum lump sum investment.
A Rs 12,500 monthly SIP investment in the 10-year period has converted into Rs 56,69,056.
ICICI Prudential Technology Fund - Direct Plan
The fund has given 24.38 per cent annualised SIP return in the 10-year period.
It has a fund size of Rs 13,990 crore, while its unit price is Rs 244.6600.
Benchmarked against BSE Teck TRI, the fund has given 23.61 per cent annualised return since its debut in January 2013.
ICICI Prudential Technology Fund - Direct Plan
At an expense ratio of 0.98 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 12,500 monthly SIP investment in the fund has jumped to Rs 54,52,313 the 10-year time frame.
ICICI Prudential Infrastructure Fund - Direct Plan
The fund has given 24.22 per cent annualised SIP return in 10 years.
Its AUM is Rs 6,990 crore, while its NAV is Rs 211.6300.
Benchmarked against BSE India Infrastructure TRI, the fund has given 18.37 per cent annualised return since its starting in January 2013.
ICICI Prudential Infrastructure Fund - Direct Plan
With an expense ratio of 1.23 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 12,500 monthly SIP investment in the fund has grown to Rs 54,06,627 10 years.
Franklin Build India Fund - Direct Plan
The fund has given 24.08 per cent annualised SIP return in 10 years.
It has AUM of Rs 2,848 crore, while its NAV is Rs 166.4838.
Benchmarked against BSE India Infrastructure TRI, the fund has given 23.32 per cent annualised return since its debut in January 2013.
Franklin Build India Fund - Direct Plan
At an expense ratio of 1.92 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 12,500 monthly SIP investment in the fund has jumped to Rs 53,63,935 the 10-year period.
LIC MF Infrastructure Fund - Direct Plan
The fund has given 24.04 per cent annualised SIP return in the 10-year period.
It has an asset base of Rs 852 crore, while its NAV is Rs 59.7530.
Benchmarked against NIFTY Infrastructure TRI, the fund has given 17.72 per cent annualised return since its inception in January 2013.
LIC MF Infrastructure Fund - Direct Plan
With an expense ratio of 1.10 per cent, the fund has Rs 200 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 12,500 monthly SIP investment in the fund has jumped to Rs 53,53,197 the 10-year time frame.
DSP India T.I.G.E.R. Fund - Direct Plan
The fund has given 24.03 per cent annualised SIP return in the 10-year time frame.
It has an asset base of Rs 5,406 crore, while its unit price is Rs 367.0970.
Benchmarked against BSE India Infrastructure TRI, the fund has given 18.72 per cent annualised return since its beginning in January 2013.
DSP India T.I.G.E.R. Fund - Direct Plan
At an expense ratio of 0.84 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 12,500 monthly SIP investment in the fund has jumped to Rs 53,50,346 the 10-year period.