Best Mutual Fund Schemes : There are some equity schemes in the mutual fund market that have performed brilliantly in every phase. Their returns have been high in every period, be it 3 years or 5 years, 10 years or 20 years. In every period, they have given returns to investors at the rate of 16 percent to 29 percent annually. Investors were successful in making money in these in the mid-term to long term. Investors who gradually invested Rs 13 lakh through SIP in a period of 20 years, their money grew from Rs 1 crore to Rs 1.60 crore. Here we have given information about 5 such equity mutual fund schemes on the basis of performance.
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Sundaram Midcap Fund
3 Year Return: 25.11% p.a.
5 Year Return: 24.15% p.a.
7 Year Return: 17.35% p.a.
10 Year Return: 18.69% p.a.
20 year return: 22.11% p.a.
If we look at the SIP return chart of Sundaram Midcap Fund, this scheme has given 19.98 percent annualized return in the last 20 years. In this sense, by doing a monthly SIP of Rs 5000, the value of investment in 20 years became Rs 1,61,58,841 (Rs 1.62 crore). Whereas the total investment in 20 years was only Rs 13 lakh.
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Nippon India Growth Fund
3 Year Return: 27.82% p.a.
5 Year Return: 29.40% p.a.
7 Year Return: 19.42% p.a.
10 Year Return: 17.88% p.a.
20 Year Return: 21.89% p.a.
If we look at the SIP return chart of Nippon India Growth Fund, this scheme has given 19.91 percent annualized return in the last 20 years. In this sense, by making a monthly SIP of Rs 5000, the value of investment in 20 years became Rs 1,60,01,194 (Rs 1.60 crore). Whereas the total investment in 20 years was only Rs 13 lakh.
Power of SIP: 1 crore to 4 crore rupees by investing 2000 rupees monthly in SIP, 5 schemes gave the highest return in 25 years
ICICI Pru Technology
3 Year Return: 13.96% p.a.
5 Year Return: 27.42% p.a.
7 Year Return: 19.20% p.a.
10 Year Return: 22.28% p.a.
20 year return: 20% p.a.
If we look at the SIP return chart of ICICI Pru Technology Fund, this scheme has given 19.68 percent annualized return in the last 20 years. In this sense, by doing a monthly SIP of Rs 5000, the value of investment in 20 years became Rs 1,55,19,759 (Rs 1.55 crore). Whereas the total investment in 20 years was only Rs 13 lakh.
SIP Return: SIP of Rs 2500 became Rs 7 crore, 21% annualized return since launch
HDFC Flexi Cap Fund
3 Year Return: 27.09% p.a.
5 Year Return: 22.55% p.a.
7 Year Return: 15.83% p.a.
10 Year Return: 16.89% p.a.
20 year return: 20% p.a.
If we look at the SIP return chart of HDFC Flexi Cap Fund, this scheme has given 18.3 percent annualized return in the last 20 years. In this sense, by doing a monthly SIP of Rs 5000, the value of investment in 20 years became Rs 1,28,84,153 (Rs 1.29 crore). Whereas the total investment in 20 years was only Rs 13 lakh.
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SBI Large & Midcap Fund
3 Year Return: 20.20% p.a.
5 Year Return: 22.17% p.a.
7 Year Return: 16.79% p.a.
10 Year Return: 16.42% p.a.
20 Year Return: 20.53% p.a.
If we look at the SIP return chart of SBI Large and Midcap Fund, this scheme has given 16.86 percent annualized return in the last 19 years. In this sense, by making a monthly SIP of Rs 5000, the value of investment in 19 years became Rs 90,19,149 (Rs 90 lakhs). Whereas the total investment in 19 years was only Rs 12.40 lakhs. The data of SIP returns of 19 years is available in this scheme; but if we calculate 20 years from the same return, the final amount will be more than Rs 1 crore.
(Source : value research, Amfi)