SIP 10 Year Return :Investors’ participation in the mutual fund market is increasing continuously. One reason for this is the high returns available here. Systematic investment plan is also becoming more popular in mutual funds, where investors can invest in different installments on monthly basis instead of investing the amount at once. There are many such schemes in the mutual fund market, which have given 24 percent to 29 percent annualized return in the last 10 years. This means that those who made 20 thousand monthly SIPs in them became crorepatis, while their total investment was only 25 lakh rupees. Here we have given information about 5 such equity schemes.
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Quantum Small Cap
Quant Smallcap Fund has given 29% annualized return to those who did SIP in the last 10 years. Those who did monthly SIP of Rs 20,000 got Rs 1.25 crore after 10 years, while the total investment was Rs 25 lakh.
Monthly SIP: Rs 20,000
Duration : 10 years
Annualized Return: 29.06%
Total investment in 10 years: Rs 25 lakh
Value of SIP after 10 years: Rs 1,25,08,301
Minimum lump sum investment: Rs 5,000
Minimum SIP: Rs 1000
Total Assets: Rs 22,967 crore (June 30, 2024)
Expense Ratio: 0.64% (June 30, 2024)
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Nippon India Small Cap Fund
Nippon India Smallcap Fund has given 28.4 percent annualized return to those who did SIP in the last 10 years. Those who did a monthly SIP of Rs 20,000 got Rs 1.20 crore after 10 years, while the total investment was Rs 25 lakh.
Monthly SIP: Rs 20,000
Duration : 10 years
Annualized Return: 28.4%
Total investment in 10 years: Rs 25 lakh
Value of SIP after 10 years: Rs 1,20,57,370
Minimum lump sum investment: Rs 5,000
Minimum SIP: Rs 100
Total Assets: Rs 56,469 crore (June 30, 2024)
Expense Ratio: 0.64% (June 30, 2024)
HSBC Small Cap Fund
HSBC Smallcap Fund has given 24.30 percent annualized return to those who did SIP in the last 10 years. Those who did monthly SIP of Rs 20,000 got around Rs 1 crore after 10 years, while the total investment was Rs 25 lakh.
Monthly SIP: Rs 20,000
Duration : 10 years
Annualized Return: 24.40%
Total investment in 10 years: Rs 25 lakh
Value of SIP after 10 years: Rs 95,56,573 (around Rs 1 crore)
Minimum lump sum investment: Rs 5,000
Minimum SIP: Rs 500
Total Assets: Rs 16,397 crore (June 30, 2024)
Expense Ratio: 0.65% (June 30, 2024)
SIP Investment: Earned 2 crores from SIP of Rs 1500, amazing scheme that invests in every market cap, high returns since launch
SBI Small Cap Fund
SBI Smallcap Fund has given 24% annualized return to SIP investors in the last 10 years. Those who made a monthly SIP of Rs 20,000 got around Rs 94 lakh after 10 years, while the total investment was Rs 25 lakh.
Monthly SIP: Rs 20,000
Duration : 10 years
Annualized Return: 24%
Total investment in 10 years: Rs 25 lakh
Value of SIP after 10 years: Rs 93,97,430 (about Rs 94 lakh)
Minimum lump sum investment: Rs 5,000
Minimum SIP: Rs 500
Total Assets: Rs 30,836 crore (June 30, 2024)
Expense Ratio: 1.59% (June 30, 2024)
NPS: 40 lakh funds will come in hand as soon as you retire, along with 50 thousand rupees pension every month, save 100 rupees daily as soon as you get a job
Motilal Oswal Midcap Fund
Motilal Oswal Midcap Fund has given 24% annualized return to those who did SIP in the last 10 years. Those who did a monthly SIP of Rs 20,000 got around Rs 94 lakh after 10 years, while the total investment was Rs 25 lakh.
Monthly SIP: Rs 20,000
Duration : 10 years
Annualized Return: 24%
Total investment in 10 years: Rs 25 lakh
Value of SIP after 10 years: Rs 94,04,779 (about Rs 94 lakh)
Minimum lump sum investment: Rs 500
Minimum SIP: Rs 500
Total Assets: Rs 12,628 crore (June 30, 2024)
Expense Ratio: 1.69% (June 30, 2024)
(Source: Value Research)
