Top SIP Mutual Funds in 10 Years: Quant Small Cap Fund – Direct Plan has given 30.01 per cent annualised SIP returns in the 10-year time frame. The fund’s assets under management (AUM) are Rs 24,530 crore, while its net asset value (NAV) is Rs 304.1758.
Top SIP Mutual Funds in 10 Years: With the rise of the share market, many mutual funds schemes have also witnessed phenomenal growth in last 3 years. But its not just the short term, many mutual funds have multiplied investors’ wealth by many times in the long run. In last 10 years, there are as many as six mutual fund schemes, which have turned Rs 21,000 monthly SIP, or a total investment of Rs 25,20,000, into at least Rs 1 crore. In this write-up, know their details.
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The fund at the top has given 30.01 per cent annualised SIP returns in the 10-year time frame. The fund’s assets under management (AUM) are Rs 24,530 crore, while its net asset value (NAV) is Rs 304.1758.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 20.64 per cent annualised returns (CAGR) since its launch in January 2013.
At an expense ratio of 0.64 per cent, the fund has minimum SIP investment of Rs 1,000, and the minimum lump sum investment of Rs 5,000.
The fund has turned Rs 21,000 monthly investment into Rs 1,24,20,534 in 10 years.
The sectoral fund has given 28.44 per cent annualised SIP returns in 10 years. It has an asset base of Rs 4,104 crore, while its NAV is Rs 46.2154.
Benchmarked against NIFTY Infrastructure TRI, the fund has given 20.45 per cent annualised return since its inception in January 2013.
At an expense ratio of 0.66 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 21,000 monthly SIP in the fund has turned into Rs 1,14,13,515 in the 10-year time frame.
The sectoral fund has given 28.38 per cent annualised SIP returns in 10 years. The fund has AUM of Rs 60,373 crore, while its NAV is Rs 200.6112.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 28.22 per cent annualised return since its launch in January 2013.
At an expense ratio of 0.63 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 21,000 monthly SIP in the fund has swelled to Rs 1,13,77,598 in the 10-year period.
The sectoral fund has given 27.77 per cent annualised SIP returns in the 10-year period. The fund has an asset base of Rs 11,065 crore, while its NAV is Rs 451.8648.
Benchmarked against NIFTY 500 TRI, the fund has given 23.33 per cent annualised return since its inception in January 2013.
At an expense ratio of 0.71 per cent, the fund has Rs 500 as the minimum SIP and lump sum investment.
A Rs 21,000 monthly SIP in the fund has converted into Rs 1,10,06,862 in the 10-year time frame.
The sectoral fund has given 26.67 per cent annualised SIP returns in the 10-year period. Its AUM is Rs 9,283 crore, while its NAV is Rs 271.9650.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 20.60 per cent annualised return since its inception in January 2013.
At an expense ratio of 0.58 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 21,000 monthly SIP in the fund has grown to Rs 1,03,73,110 in 10 years.
The sectoral fund has given 26.07 per cent annualised SIP returns in 10 years. The fund has an asset base of Rs 9,283 crore, while its NAV is Rs 117.5945.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 20.60 per cent annualised return since its launch in January 2013.
At an expense ratio of 0.58 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 21,000 monthly SIP in the fund has turned into Rs 1,00,41,792 in the 10-year period.
