Top 5 Mutual Funds in 5 years: Fund at top has turned Rs 1 lakh into Rs 5.60 lakh; get calculations
Top 5 Mutual Funds in 5 years: Top lump sum equity mutual funds in 5 years: There are two main ways to invest in a mutual fund- lump sum and systematic investment plan (SIP). Lump sum is a one-time investment, where you invest money in a mutual fund scheme in one go. In SIP, you invest a fixed amount every investment cycle. Lump sum can be a better choice for investors with large amount, while SIP can be preferred choice for investors who want to invest small amounts are regular intervals. As many as nine equity mutual funds have given over 30 per cent return. As many as five of them have turned Rs 100,000 lump sum amount into more than Rs 400,000 in the 5 years (As per Value Research data). Here's a list of them
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Quant Small Cap Fund - Direct Plan
The fund at the top has given 41.12 per cent annual returns in the 5-year period.The fund's net assets under management (AUM) is Rs 20,164 crore. Its asset value (NAV) is worth Rs 271.1056.
Quant Small Cap Fund - Direct Plan
The fund has turned Rs 1 lakh lump sum into Rs 5,59,646 in the 5 years.
Quant Infrastructure Fund - Direct Plan
The infra fund has given 36.55% returns in the 5 years. Its AUM is Rs 3,188 crore, while its NAV is worth Rs 44.8418.
Quant Infrastructure Fund - Direct Plan
It has turned Rs 1 lakh lump sum into Rs 4,74,742 in the 5 years.
Quant Mid Cap Fund - Direct Plan
The mid cap fund has given a return of 35.13% in the 5 years. The fund's AUM is worth Rs 6,920 crore, while its NAV is worth Rs 259.1987.
Quant Mid Cap Fund - Direct Plan
The fund has turned Rs 1 lakh investment into Rs 4,50,615.
Quant ELSS Tax Saver Fund - Direct Plan
The top ELSS fund in the 5 years has given returns of 33.71%. Its AUM is Rs 9,361 crore, while its NAV is worth Rs 422.6754.
Quant ELSS Tax Saver Fund - Direct Plan
It has turned into Rs 1 lakh into Rs 4,27,368.
Bank of India Small Cap Fund - Direct Plan
The small-cap fund has given 33.215 returns in the 5 years. The fund's AUM is worth Rs 1,052 crore, while its NAV size is Rs 45.5800.
Bank of India Small Cap Fund - Direct Plan
It has turned Rs 1 lakh into Rs 4,19,433.