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Top 4 Mutual Funds With Highest SIP Return in 1 Year: No. 1 scheme has turned Rs 20,000 monthly investment into Rs 2,98,000
- Written by Shaghil Bilali
Published: 10:59 AM, Apr 17, 2025
|Updated: 6:03 PM, Apr 17, 2025
Top Mutual Funds With At Least 46% Return in 1 Year: Till a year back, whenever we used to talk about top performing mutual funds, small, mid, large, thematic, and sectoral funds used to top charts, as many of them beat their benchmarks and made their investors richer. But as the share market started making wayward movements, showing sharp fluctuations amid uncertainty in the global economy due to foreign investors' exodus and geopolitical uncertainties and US President Donald Trump's trade tariff war, such equity funds tumbled. The ups and downs of the share market forced investors to move to buy gold or gold-related assets. The gold price reached an all-time high. Gold ETFs and gold mutual funds banked on rising prices of physical gold, beating their equity counterparts, such as large, mid, and small cap funds, by miles. Here, we take you through the top 4 mutual funds that have given the highest SIP annualised return in 1 year. We will also tell the performance of top large, mid, and small cap funds in the same time frame. Learn how a Rs 20,000 monthly SIP investment, totalling Rs 2,40,000 annually, has performed across all 7 funds.
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1/14
UTI Gold ETF FoF - Direct Plan
The fund has given a 47.38 per cent annualised SIP return in 1 year. It has assets under management (AUM) of Rs 225 crore, while its NAV price as on April 16, 2025, was Rs 18.0055. Benchmarked against the domestic price of gold, the fund has given 27.90 per cent annualised return since its beginning in October 2022.
2/14
UTI Gold ETF FoF - Direct Plan
With 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 20,000 monthly SIP investment in the fund has converted into Rs 2,97,460 in the 1-year time frame.
3/14
Axis Gold Fund - Direct Plan
The fund has given a 47.08 per cent annualised SIP return in the 1-year time frame. Its AUM is Rs 944 crore, while its unit price as on April 16, 2025, was Rs 30.3439. Benchmarked against the domestic price of gold, the fund has given 8.28 per cent annualised return since its debut in January 2013.
4/14
Axis Gold Fund - Direct Plan
At an expense ratio of 0.17 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each. A Rs 20,000 monthly SIP investment in the fund has ballooned to Rs 2,97,117 in the 1-year period.
5/14
SBI Gold Fund - Direct Plan
The fund has given a 46.48 per cent annualised SIP return the 1-year period. It has AUM of Rs 3,582 crore, while its NAV as on April 16, 2025, was Rs 29.1767. Benchmarked against the domestic price of gold, the fund has given 8.46 per cent annualised return since its inception in January 2013.
6/14
SBI Gold Fund - Direct Plan
At 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 20,000 monthly SIP investment in 1 year has jumped to Rs 2,96,429.
7/14
LIC MF Gold ETF FoF - Direct Plan
The ETF has given a 45.8 per cent annualised SIP return in the 1-year time frame. It has an asset base of Rs 104 crore, while its net asset value (NAV) as on April 16, 2025 was Rs 26.0888. Benchmarked against the domestic price of gold, the ETF has given 8.10 per cent annualised return since its launch in January 2013.
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LIC MF Gold ETF FoF - Direct Plan
With 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 20,000 monthly SIP investment in the 1-year period, or a total investment of Rs 2,40,000, has grown to Rs 2,95,638.
9/14
Top large cap mutual fund
The fund has given a 10.39 per cent annualised SIP return in the 1-year period. It has a fund size of Rs 1,919 crore, while its NAV as on April 16, 2025, was Rs 12.943. Benchmarked against NIFTY 100 TRI, the fund has given 25.46 per cent annualised return since its launch in January 2024.
10/14
Motilal Oswal Large Cap Fund Direct - Growth
With an expense ratio of 0.72 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. A Rs 20,000 monthly SIP investment in 1 year has turned into Rs 2,53,170.
11/14
Top mid cap mutual fund
The fund has given a 0.40 per cent annualised SIP return in 1 year. It has an asset base of Rs 5,779 crore, while its NAV as on April 16, 2025, was Rs 184.01. Benchmarked against BSE 150 MidCap TRI, the fund has given 20.97 per cent annualised return since its inception in January 2013.
12/14
Invesco India Mid Cap Fund Direct-Growth
At an expense ratio of 0.65 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. A Rs 20,000 monthly SIP investment in the 1-year time frame has grown to just Rs 2,40,515.
13/14
Top small cap mutual fund
The fund has given -0.48 per cent annualised SIP return in the 1-year time frame. It has AUM of Rs 4,167 crore, while its unit price as on April 16, 2025, was Rs 12.8379. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 20.36 per cent annualised return since its debut in December 2023.
14/14
Motilal Oswal Small Cap Fund Direct - Growth
With an expense ratio of 0.41 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. A Rs 20,000 monthly SIP investment in the 1-year period has slipped by Rs 613.
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