Top 7 Mutual Funds With up to 35.1% SIP Returns in 5 Years: Rs 15,000 monthly SIP investment in No 1 scheme has turned into Rs 21,17,159; read details
Top 7 SIP Mutual Funds With Highest SIP Returns in 5 Years: Most mutual fund investors prefer the systematic investment plan (SIP) method to lump sum for mutual fund investing. Top mutual funds with highest SIP returns in 5 years have given up to 35 per cent annualised returns in that time frame.
Top 7 SIP Mutual Funds With Highest SIP Returns in 5 Years: Mutual fund investors have two methods of investing- systematic investment plan (SIP) and lump sum. But the SIP method gives them the liberty to invest periodically. So, most investors prefer the SIP route to the lump sum. Step by step, they can convert their small investments into a large corpus. Many mutual funds have multiplied investor wealth in the last 5 years. Here, we take you through a list of the top 7 mutual funds that have given the highest SIP returns (XIRR) in the 5-year period. Also know how a Rs 15,000 monthly SIP investment in each fund has grown during that period.
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Quant Small Cap Fund - Direct Plan
The fund has given 35.01 per cent annualised SIP return in the 5-year time frame.
It has assets under management (AUM) of Rs 26,670 crore, while its net asset value (NAV) is Rs 256.3586.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 18.14 per cent annualised return since its inception in January 2013.
Quant Small Cap Fund - Direct Plan
With an expense ratio of 0.68 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 15,000 monthly SIP investment in 5 years, or a total investment of Rs 9,00,000, has grown to Rs 21,17,159.
Motilal Oswal Midcap Fund - Direct Plan
The fund has given 34.18 per cent annualised SIP return in the 5-year period.
It has AUM of Rs 24,488 crore, while its NAV is Rs 108.7687.
Benchmarked against NIFTY Midcap 150 TRI, the fund has given 24.30 per cent annualised return since its launch in February 2014.
Motilal Oswal Midcap Fund - Direct Plan
At an expense ratio of 0.65 per cent, the fund has Rs 500 as the minimum SIP and lump sum investment each.
A Rs 15,000 monthly SIP investment in the fund has jumped to Rs 13,42,952 in the 5-year time frame.
ICICI Prudential Infrastructure Fund - Direct Plan
The fund has given 33.06 per cent annualised SIP return in 5 years.
It has an asset base of Rs 7,435 crore, while its unit price is Rs 188.7600.
Benchmarked against BSE India Infrastructure TRI, the fund has given 16.98 per cent annualised return since its debut in January 2013.
ICICI Prudential Infrastructure Fund - Direct Plan
With an expense ratio of 1.15 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the lump sum investment.
A Rs 15,000 monthly SIP investment in the fund has swelled to Rs 20,23,095 in the 5-year period.
Bandhan Small Cap Fund - Direct Plan
The fund has given 32.95 per cent annualised SIP return in the 5-year time frame.
It has a fund size of Rs 9,236 crore, while its unit price is Rs 45.7490.
Benchmarked against BSE 250 SmallCap TRI, the fund has given 35.84 per cent annualised return since its beginning in February 2020.
Bandhan Small Cap Fund - Direct Plan
At an expense ratio of 0.45 per cent, the fund has Rs 100 as the minimum SIP and Rs 1,000 as the minimum lump sum investment.
A Rs 15,000 monthly SIP investment in the fund has converted into Rs 20,17,968 in 5 years.
Nippon India Small Cap Fund - Direct Plan
The fund has given 30.77 per cent annualised SIP return in the 5-year period.
It has AUM of Rs 57,010 crore, while its unit price is Rs 173.2182.
Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 25.54 per cent annualised return since its starting in January 2013.
Nippon India Small Cap Fund - Direct Plan
With an expense ratio of 0.70 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 15,000 monthly SIP investment in the fund has grown to Rs 19,17,009 in the 5-year time frame.
Invesco India Smallcap Fund - Direct Plan
The fund has given 30.1 per cent annualised SIP return in 5 years.
Its AUM is Rs 5,905 crore, while its NAV is Rs 42.0200.
Benchmarked against BSE 250 SmallCap TRI, the fund has given 25.65 per cent annualised return since its inception in October 2018.
Invesco India Smallcap Fund - Direct Plan
At an expense ratio of 0.41 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment each.
A Rs 15,000 monthly SIP investment in the fund has converted into Rs 18,87,000 in the 5-year period.
LIC MF Infrastructure Fund - Direct Plan
The fund has given 29.77 per cent annualised SIP return in the 5-year time frame.
It has a fund size of Rs 881 crore, while its NAV is Rs 49.4054.
Benchmarked against NIFTY Infrastructure TRI, the fund has given 15.63 per cent annualised return since its launch in January 2013.
LIC MF Infrastructure Fund - Direct Plan
With an expense ratio of 0.58 per cent, the fund has Rs 200 as the minimum SIP and Rs 5,000 as the minimum lump sum investment.
A Rs 15,000 monthly SIP investment in the fund has swelled to Rs 18,72,107 in 5 years.