Top 5 Mutual Funds With up to 47% Returns in 1 Year: No. 1 fund has converted Rs 10,000 monthly SIP investment into Rs 1,45,710; know about others
Top 5 Mutual Funds With up to 47% Returns in 1 Year: The share market has had its ups and downs in 1 year. Foreign investors' exodus for 5 straight months starting from the end of the previous year, geopolitical factors and Donald Trump's tariff war have sent the share market through sharp fluctuations. Amid such a market scenario, funds following the domestic gold price emerged winners as they took 4 of the top 5 spots among the best performing funds in 1 year.
)
06:25 PM IST
Top 5 Mutual Funds With up to 47% Returns in 1 Year: For an average mutual fund investor, the year has been tumultuous because of sharp fluctuations in the share market. Foreign investors' exodus from the Indian share market for 5 straight months starting from October 2024, geopolitical factors, and US President Donald Trump's incessant trade tariffs against a number of Asian, European, African, and Latin American countries have made markets across the globe face quick ups and downs.
For most parts of the year, equity mutual fund investors witnessed their investments turning negative.
Amid the roller-coaster ride of the share market, funds following the price of domestic gold emerged triumphant as they grabbed 4 of the 5 best performing mutual fund spots.
These funds banked on the record price of gold in international and domestic markets in 1 year.
Here, we take you through the top 5 mutual funds that have given up to a 47 per cent return in 1 year.
Also know how a Rs 10,000 monthly SIP investment in each of them has performed during that period.
LIC MF Gold ETF FoF - Direct Plan
The ETF has given a 43.54 per cent annualised SIP return in the 1-year period.
It has assets under management (AUM) of Rs 104 crore, while its net asset value (NAV) as on April 11, 2025 was Rs 25.7424.
Benchmarked against the domestic price of gold, the ETF has given 7.99 per cent annualised return since its inception in January 2013.
At an expense ratio of 0.20 per cent, the fund has Rs 200 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 10,000 monthly SIP investment in 1 year, or a total investment of Rs 12,000, has jumped to Rs 1,46,514.
SBI Gold Fund - Direct Plan
The fund has given a 43.67 per cent annualised SIP return the 1-year time frame.
It has AUM of Rs 3,582 crore, while its NAV as on April 11, 2025, was Rs 28.7153 .
Benchmarked against the domestic price of gold, the fund has given 8.33 per cent annualised return since its launch in January 2013.
With an expense ratio of 0.10 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 10,000 monthly SIP investment in the 1-year period has converted into Rs 1,46,587.
UTI Gold ETF FoF - Direct Plan
The fund has given a 43.43 per cent annualised SIP return in the 1-year period.
It has a fund size of Rs 225 crore, while its unit price as on April 11, 2025, was Rs 18.0055.
Benchmarked against the domestic price of gold, the fund has given 27.07 per cent annualised return since its debut in October 2022.
At an expense ratio of 0.16 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 10,000 monthly SIP investment in the fund has jumped to Rs 1,46,452 in the 1-year time frame.
Axis Gold Fund - Direct Plan
The fund has given a 43.4 per cent annualised SIP return in 1 year.
Its AUM is Rs 944 crore, while its NAV rate as on April 11, 2025, was Rs 29.7901.
Benchmarked against the domestic price of gold, the fund has given 8.13 per cent annualised return since its starting in January 2013.
With an expense ratio of 0.17 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 10,000 monthly SIP investment in the fund has grown to Rs 1,46,433 in 1 year.
Baroda BNP Paribas Gilt Fund - Direct Plan
The fund has given a 12.57 per cent annualised SIP return in 10 years.
It has AUM of Rs 1,627 crore, while its NAV price as on April 11, 2025, was Rs 46.4802.
Benchmarked against CRISIL Dynamic Gilt Index, the fund has given 8.02 per cent annualised return since its debut in January 2013.
At an expense ratio of 0.14 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 10,000 monthly SIP investment in the fund has jumped to Rs 1,27,955 in the 1-year period.
Get Latest Business News, Stock Market Updates and Videos; Check your tax outgo through Income Tax Calculator and save money through our Personal Finance coverage. Check Business Breaking News Live on Zee Business Twitter and Facebook. Subscribe on YouTube.
RECOMMENDED STORIES
)
SBI Current FD Rates for Senior Citizens & Others: Know your maturity amount on Rs 4,00,000 investment in 1-5 year tenures
)
SBI Lakhpati RD: Want Rs 2,22,222 or Rs 4,44,444 at maturity? Here's how much to invest monthly for 1-year, 3-year and 5-year
)
Monthly Income From One-time Investment: How Rs 15,00,000 one-time investment can create Rs 2,54,000 monthly income for 30 years
)
8th Pay Commission Salary Calculations: Can highest revised basic pay be more than Rs 5,50,000 in new pay commission? See projections for different slabs
)
Mazagon Dock, 4 other stocks to buy: Analysts recommend largecap, midcap, smallcap scrips for up to 1 month
06:25 PM IST