Top 5 SIP Mutual Funds in India in 10 Years: Quant Small Cap Fund – Direct Plan has given 29.95 per cent annualised SIP return in the 10-year period. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 20.56 per cent annualised return (CAGR) since its inception in January 2013.
Top 5 SIP Mutual Funds in 10 Years: SIP investing is more popular than lump sum investing in India. The monthly data of Association of Mutual Funds in India (AMFI) bears testimony to that. Indians prefer SIP investment since it helps them invest money as low as Rs 100 a month. In contrast, they can also start large-size SIPs if they have investment capacity. They can stop and restart SIP based on their monetary situation. Due to its cost-averaging effect, SIP investment helps investors fight market fluctuations in the long run. SIP investment provides them compound growth and also help them build large-size retirement corpus, or meet financial goals. In this write-up, we take you through top the 5 mutual fund schemes that have given the best SIP returns in 10 years. We will also show you how SIP investment of Rs 20,000 monthly in each scheme has grown up to at least Rs 1 crore in 10 years.
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Quant Small Cap Fund – Direct Plan
The fund has given 29.95 per cent annualised SIP return in the 10-year period. It has assets under management (AUM) of Rs 24,530 crore, while its net asset value (NAV) is Rs 300.2636. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 20.56 per cent annualised return (CAGR) since its inception in January 2013.
Quant Small Cap Fund – Direct Plan
At an expense ratio of 0.64 per cent, the fund has Rs 5,000 as the minimum lump sum investment, and Rs 1,000 as the minimum SIP investment. The fund has 87.09 per cent of its investments in equity, and 12.31 per cent in cash and cash equivalent.
Quant Small Cap Fund – Direct Plan
In a 84-stock portfolio, the fund has Reliance Industries Limited, Jio Financial Services, Aegis Logistics, Aditya Birla Fashion, and HFCL as its main holdings.
A Rs 20,000 monthly SIP investment in the fund, or a total of Rs 24 lakh investment, has turned into 1,17,85,490 in the 10-year time frame.
Quant Infrastructure Fund – Direct Plan
The fund has given a 28.67 per cent annualised SIP return in the 10-year period. It has an asset base of Rs 4,104 crore, while its NAV is Rs 46.1308. Benchmarked against NIFTY Infrastructure TRI, the fund has given 20.49 per cent annualised return since its launch in January 2013.
Quant Infrastructure Fund – Direct Plan
At an expense ratio of 0.66 per cent, the fund has Rs 5,000 as the minimum lump sum investment and Rs 1,000 as the minimum SIP investment. The fund has 97.16 per cent of its investments in equity and 3.88 per cent in debt.
Quant Infrastructure Fund – Direct Plan
In a portfolio of 24 stocks, the fund has HDFC Bank, RIL, Samvardhana Motherson, Tata Power, LIC, and Adani Power as the main holdings.
A Rs 20,000 monthly SIP in the fund has converted into Rs 1,09,97,178 in 10 years.
Nippon India Small Cap Fund – Direct Plan
The fund has given 28.56 per cent annualised SIP returns in the 10-year period. It has AUM of Rs 60,373 crore, while its NAV is Rs 199.3840. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given 28.23 per cent annualised returns since its inception in January 2013.
Nippon India Small Cap Fund – Direct Plan
At an expense ratio of 0.63 per cent, the fund has Rs 5,000 as the minimum lump sum investment and Rs 100 as the minimum SIP investment. It has 95.93 per cent of its investments in equity, while 4.05 per cent of its investments are in cash and cash equivalents.
Nippon India Small Cap Fund – Direct Plan
In its large portfolio of 209 stocks, the fund has HDFC Bank, Kirloskar Brothers, Tube Investments, Voltamp Transformers, and Apar Industries as the main holdings. A Rs 20,000 monthly SIP in the fund has turned into Rs 1,09,32,514 in 10 years.
Quant ELSS Tax Saver Fund – Direct Plan
The fund has given 27.9 per cent SIP returns in the 10-year period. It has AUM of Rs 11,065 crore, while its NAV is Rs 448.4227, Benchmarked against NIFTY 500 TRI, the fund has given 23.32 per cent annualised return since its launch in January 2013.
Quant ELSS Tax Saver Fund – Direct Plan
At an expense ratio of 0.71 per cent, the fund has Rs 500 as the minimum lump sum and SIP investment. The fund’s 95.02 per cent investments are in equity, and 4.98 per cent in cash and cash equivalent.
Quant ELSS Tax Saver Fund – Direct Plan
In a 31-stock portfolio, the fund has Adani Power, RIL, HDFC Bank, Samvardhana Motherson, Jio Financial Services, and LIC as the main holdings.
A Rs 20,000 monthly SIP investment in the fund has grown to Rs 1,05,49,253 in the 10-year time frame.
Quant Mid Cap Fund – Direct Plan
The fund has given 26.94 per cent annualised SIP return in the 10-year time frame. It has an asset base of Rs 9,283 crore, while its NAV is Rs 273.0467. Benchmarked against NIFTY Midcap 150 TRI, the fund has given 20.70 per cent annualised return since its inception in January 2103.
Quant Mid Cap Fund – Direct Plan
At an expense ratio of 0.58 per cent, the fund has 5,000 as the minimum lump sum investment and Rs 1,000 as the minimum SIP investment. The fund has 87.99 per cent of its investments in equity, 8.53 per cent in cash and cash equivalents, and 3.48 per cent in debt.
Quant Mid Cap Fund – Direct Plan
In its portfolio of 23 stocks, the fund has Aurobindo Pharma, RIL, Concor, IRB Infra Developers, and SAIL as the main investments.
A Rs 20,000 monthly SIP in the fund has turned into Rs 1,00,20,127 in the 10-year period.