Top 5 Multicap Mutual Funds With Best SIP Returns in 5 Years: Multi-cap mutual funds are a type of equity mutual fund that diversifies investments across companies of all sizes – large-cap, mid-cap, and small-cap. As of February 3, these are the top 5 multicap mutual funds with the highest SIP returns over the previous five years. According to calculations, a Rs 27,000 monthly investment in the top fund has grown to Rs 24.65 lakh in just 5 years.
1/8In 5 years, Nippon India Multi Cap Fund has given a 16.79 per cent annualised return. Its assets under management (AUM) are Rs 50,352 crore, while its net asset value (NAV) is Rs 285.6. Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given annualised returns of 17.47 per cent since its launch in February 2005.
2/8With an expense ratio of 1.5 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a monthly investment of Rs 27,000, the fund has grown to Rs 24,65,000 in 5 years.
3/8In 5 years, ICICI Prudential Multicap Fund has given a 14.47 per cent annualised return. Its assets under management (AUM) are Rs 16,263 crore, while its net asset value (NAV) is Rs 773.48. Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given annualised returns of 14.88 per cent since its launch in August 1994.
4/8With an expense ratio of 1.73 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a monthly investment of Rs 27,000, the fund has grown to Rs 23,28,000 in 5 years.
5/8In 5 years, the Mahindra Manulife Multi Cap Fund has given a 14.47 per cent annualised return. Its assets under management (AUM) are Rs 6,133 crore, while its net asset value (NAV) is Rs 34.69. Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given annualised returns of 15.32 per cent since its launch in April 2017.
6/8With an expense ratio of 1.78 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a monthly investment of Rs 27,000, the fund has grown to Rs 23,28,000 in 5 years.
7/8In 5 years, Baroda BNP Paribas Multi Cap Fund has given a 13.10 per cent annualised return. Its assets under management (AUM) are Rs 3,142 crore, while its net asset value (NAV) is Rs 275.69. Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given annualised returns of 16.02 per cent since its launch in August 2003.
8/8With an expense ratio of 1.96 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a monthly investment of Rs 27,000, the fund has grown to Rs 22,51,000 in 5 years.