Mutual Fund 15 Years SIP and Lump Sum Return :Investing in mutual funds through Systematic Investment Plan (SIP) is seen as a long term investment. By continuing SIP in a disciplined manner in the long term, many of your financial goals can be achieved. If you have any doubts about this, you can check the long term returns in equity mutual funds. There are many such schemes in the market, which have been giving high returns for a long time. Here we have given information about 5 such best schemes, which are at the top of the chart in giving returns on SIP or lump sum investment in 15 years.
Adani Enterprises NCD: 9.9% annual interest on 5-year deposits, investors are investing a lot of money in Adani Enterprises NCD, opportunity till September 17
The participation of investors in mutual funds through SIP is increasing continuously because high returns are being obtained in it. In Systematic Investment Plan (SIP), 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 20 percent to 22 percent annualized return in the last 15 years. This means that those who made 10 thousand monthly SIPs became crorepatis, while their total investment was only 18.50 lakh rupees.
DSP Small Cap Fund
DSP Smallcap Fund has given an annualized return of 22.39 percent to SIP investors in the last 15 years. On the other hand, lump sum investment has given an annualized return of 22.29 percent in 15 years.
SIP Calculator
Annualized return of 15 year SIP: 22.39%
Upfront investment: Rs 50,000
Monthly SIP: Rs 10,000
Total investment in 15 years: Rs 18,50,000
Total value of SIP in 15 years: Rs 1,28,34,414
Lump Sum Calculator
One time investment: Rs 1 lakh
Duration: 15 years
Annualized return on lump sum investment over 15 years: 22.29%
Value of Rs 1 lakh investment in 15 years: Rs 20,45,805
SIP Return: This small cap fund has outperformed all others in 5 years, up to 10 times return on one-time investment, money increased by 224% in SIP
SBI Consumption Opportunities Fund
SBI Consumption Opportunity Fund has given an annualized return of 20.07 percent to SIP investors in the last 15 years. On the other hand, lump sum investment has given an annualized return of 21.62 percent in 15 years.
SIP Calculator
Annualized return of 15 year SIP: 20.07%
Upfront investment: Rs 50,000
Monthly SIP: Rs 10,000
Total investment in 15 years: Rs 18,50,000
Total value of SIP in 15 years: Rs 1,03,92,787
Lump Sum Calculator
One time investment: Rs 1 lakh
Duration: 15 years
Annualized return on lump sum investment over 15 years: 21.62%
Value of Rs 1 lakh investment in 15 years: Rs 18,83,974
NFO Review: Motilal Oswal Nifty 500 Momentum 50 Index Fund launched, why should you invest in this scheme, opportunity till 18 September
HDFC Mid-Cap Opportunities Fund
HDFC Midcap Opportunity Fund has given an annualized return of 21.68 percent to SIP investors in the last 15 years. On the other hand, lump sum investment has given an annualized return of 21.46 percent in 15 years.
SIP Calculator
Annualized return of 15 year SIP: 21.68%
Upfront investment: Rs 50,000
Monthly SIP: Rs 10,000
Total investment in 15 years: Rs 18,50,000
Total value of SIP in 15 years: Rs 1,20,37,003
Lump Sum Calculator
One time investment: Rs 1 lakh
Duration: 15 years
Annualized return on lump sum investment over 15 years: 21.46%
Value of Rs 1 lakh investment in 15 years: Rs 18,47,137
PPF: Raise 1 crore fund from PPF, then the income on the same account will be more than 50 thousand monthly, this is the special rule
ICICI Prudential Technology Fund
ICICI Prudential Technology Fund has given an annualized return of 21.43 percent to SIP investors in the last 15 years. On the other hand, lump sum investment has given an annualized return of 21.24 percent in 15 years.
SIP Calculator
Annualized return of 15 year SIP: 21.43%
Upfront investment: Rs 50,000
Monthly SIP: Rs 10,000
Total investment in 15 years: Rs 18,50,000
Total value of SIP in 15 years: Rs 1,17,63,508
Lump Sum Calculator
One time investment: Rs 1 lakh
Duration: 15 years
Annualized return on lump sum investment over 15 years: 21.46%
Value of Rs 1 lakh investment in 15 years: Rs 17,97,583
SIP in Child Plan: Child plans with 14 to 16% annualized return, 2 crores earned by saving 5 thousand monthly, where will you get so much benefit
Edelweiss Mid Cap Fund
Edelweiss Midcap Fund has given an annualized return of 22.17 percent to SIP investors in the last 15 years. On the other hand, lump sum investment has given an annualized return of 21.16 percent in 15 years.
SIP Calculator
Annualized return of 15 year SIP: 22.17%
Upfront investment: Rs 50,000
Monthly SIP: Rs 10,000
Total investment in 15 years: Rs 18,50,000
Total value of SIP in 15 years: Rs 1,25,81,878
Lump Sum Calculator
One time investment: Rs 1 lakh
Duration: 15 years
Annualized return on lump sum investment over 15 years: 21.16%
Value of Rs 1 lakh investment in 15 years: Rs 17,79,873
(Source : Amfi, value research, SIP calculator)
(Note: Here we have given information only about the returns of smallcap funds. This is not an investment advice. There are risks in the market, so take investment decisions only after consulting an advisor.)
