Top 7 Mutual Funds with Highest SIP Returns in 1 Year: Rs 25,000 monthly SIP investment in No. 1 scheme has jumped to Rs 3,86,127; know details
Top 7 Mutual Funds with Highest SIP Returns in 1 Year: Despite BSE Sensex and Nifty 50 have been showing sharp fluctuations over a month, many mutual funds have given high SIP returns in the last 1 year. As many as 5 of them have given over 47 per cent annualised SIP returns (XIRR) in the 1-year period.
Top 7 Mutual Funds with Highest SIP Returns in 1 Year: Mutual fund SIP investment has its own benefit. Even when BSE Sensex and Nifty 50 have been going through sharp fluctuations for over a month, SIP investors don't need to time market. They just need to be resilient and let the turbulent phase pass. Even if their SIP returns are spiralling downwards in the short term, they are likely to bounce back in the long run. So, the SIP investment is best-suited for investors with a long-term horizon. Similarly, despite BSE Sensex and Nifty's roller-coaster ride, many mutual funds have been benchmark beaters. As many as 5 of them have given over 47 per cent annualised return in the 1-year time frame. In this write-up, know about the top 7 mutual funds with highest SIP annualised return (XIRR) in 1 year and how Rs 25,000 monthly SIP has performed in each of them.
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Motilal Oswal Midcap Fund - Direct Plan
The mid cap index fund has given 56.96 per cent annualised SIP returns in the 1-year period.
It has assets under management (AUM) of Rs 20,056 crore, while its net asset value (NAV) is Rs 120.1020.
Benchmarked against NIFTY Midcap 150 TRI, the fund given 26.12 per cent annualised returns since its inception in February 2014.
Motilal Oswal Midcap Fund - Direct Plan
At an expense ratio of 0.58 per cent, the fund has Rs 500 as the minimum SIP and lump sum investment each.
A Rs 25,000 monthly SIP in the fund in the 1-year period, or a total investment of Rs 3,00,000, has turned into Rs 3,86,127.
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund - Direct Plan
The fund has given 50.21 per cent annualised SIP returns in 1 year.
It has AUM of Rs 5,024 crore, while its NAV is Rs 41.4600.
Benchmarked against BSE Healthcare TRI, the fund given 25.20 per cent annualised returns since its debut in July 2018.
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund - Direct Plan
With an expense ratio of 1.06 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 25,000 monthly SIP in the fund has grown to Rs 3,76,459 lakh in the 1-year time frame.
SBI Healthcare Opportunities Fund - Direct Plan
The fund has given 47.44 per cent annualised SIP returns in the 1-year time frame.
It has an asset base of Rs 3,416 crore, while its NAV is Rs 484.2192.
Benchmarked against BSE Healthcare TRI, the fund given 19.22 per cent annualised returns since its launch in January 2013.
SBI Healthcare Opportunities Fund - Direct Plan
At an expense ratio of 0.89 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 25,000 monthly SIP in the fund has converted into Rs 3,76,459 lakh in the 1-year period.
Tata Small Cap Fund - Direct Plan
The fund has given 47.5 per cent annualised SIP returns in the 1-year period.
It has AUM of Rs 9,464 crore, while its unit price is Rs 48.3937.
Benchmarked against NIFTY Smallcap 250 TRI, the fund given 30.09 per cent annualised returns since its beginning in November 2018.
Tata Small Cap Fund - Direct Plan
With an expense ratio of 0.29 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 25,000 monthly SIP in the fund has ballooned to Rs 3,72,542 lakh in 1 year.
LIC MF Infrastructure Fund - Direct Plan
The fund has given 47.96 per cent annualised SIP returns in 1 year.
Its AUM is Rs 5,024 crore, while its NAV is Rs 56.9331.
Benchmarked against NIFTY Infrastructure TRI, the fund given 17.39 per cent annualised returns since its starting in January 2013.
LIC MF Infrastructure Fund - Direct Plan
At an expense ratio of 1.38 per cent, the fund has Rs 200 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 25,000 monthly SIP in the fund has swelled to Rs 3,73,217 lakh in the 1-year time frame.
Tata India Pharma & Healthcare Fund - Direct Plan
The fund has given 39.9 per cent annualised SIP returns in the 1-year time frame.
It has an asset base of Rs 1,208 crore, while its NAV is Rs 35.0866.
Benchmarked against NIFTY Pharma TRI, the fund given 15.20 per cent annualised returns since its inception in December 2015.
Tata India Pharma & Healthcare Fund - Direct Plan
With an expense ratio of 0.70 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 25,000 monthly SIP in the fund has jumped to Rs 3,61,462 lakh in the 1-year period.
Invesco India Focused Fund - Direct Plan
The flexi cap fund has given 43.05 per cent annualised SIP returns in the 1-year period.
It has an asset base of Rs 3,298 crore, while its unit price is Rs 41.4600.
Benchmarked against BSE 500 TRI, the fund given 30.41 per cent annualised returns since its launch in September 2020.
Invesco India Focused Fund - Direct Plan
At an expense ratio of 0.58 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 25,000 monthly SIP in the fund has grown to Rs 3,66,082 lakh in 1 year.