Top 5 Multicap Mutual Funds With Best SIP Returns in 5 Years: A multi-cap mutual fund is a type of equity mutual fund that offers diversified investments across companies of all sizes –
large-cap,
mid-cap, and
small-cap.
As of March 29, these are the top 5 multi-cap mutual funds with the highest SIP returns over the previous 5 years. According to calculations, a Rs 5,500 monthly investment in the top fund has grown to Rs 4,67,000 in just 5 years.
1/10In 5 years, the Nippon India Multi Cap Fund has given a 13.87 per cent annualised return. Its assets under management (AUM) are Rs 50,820 crore, while its net asset value (NAV) is Rs 272.01. Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given annualised returns of 17.06 per cent since its inception in February 2005.
2/10With 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 5,500, the fund has grown to Rs 4,67,000 in 5 years.
3/10In 5 years, the Mahindra Manulife Multi Cap Fund has given a 11.58 per cent annualised return. Its assets under management (AUM) are Rs 6,174 crore, while its net asset value (NAV) is Rs 32.91. Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given annualised returns of 14.37 per cent since its inception in April 2017.
4/10With an expense ratio of 1.8 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 5,500, the fund has grown to Rs 4,41,000 in 5 years.
5/10In 5 years, the ICICI Prudential Multicap Fund has given a 11.54 per cent annualised return. Its assets under management (AUM) are Rs 16,315 crore, while its net asset value (NAV) is Rs 731.96. Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given annualised returns of 14.6 per cent since its inception in August 1994.
6/10With an expense ratio of 1.74 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 5,500, the fund has grown to Rs 4,41,000 in 5 years.
7/10In 5 years, the Baroda BNP Paribas Multi Cap Fund has given a 9.86 per cent annualised return. Its assets under management (AUM) are Rs 3,096 crore, while its net asset value (NAV) is Rs 258.67. Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given annualised returns of 15.58 per cent since its inception in August 2003.
8/10With 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 5,500, the fund has grown to Rs 4,23,000 in 5 years.
9/10In 5 years, the Sundaram Multi Cap Fund has given a 8.41 per cent annualised return. Its assets under management (AUM) are Rs 2,827 crore, while its net asset value (NAV) is Rs 341.96. Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given annualised returns of 14.65 per cent since its inception in October 2000.
10/10With an expense ratio of 2 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 5,500, the fund has grown to Rs 4,08,000 in 5 years.