Mutual Funds Highest Return in 3 Years :If you plan to invest money in the market, then usually the only thing in your mind is how to get the highest returns. In traditional investment options, where the annual returns are less than double digits, it takes 9 to 10 years for the money to double. But if your money doubles or becomes almost three times in just 3 years, then imagine how good a deal it will prove to be for you. This is possible in equity or any investment option related to it. There are many such mutual fund schemes in the market, in which the money of investors has become 2.5 to 3 times in 3 years. Here we have given information about the 5 best performing schemes in 3 years.
Small Cap Return: Smallcap scheme is amazing, you get full 1 crore from SIP of 2000 rupees, superhit in every phase of 3 years, 5 years or 10 years
Mutual funds are a safe option to get high returns
In today’s era, the popularity of mutual funds is constantly increasing among investors. The reason for this is that they are giving high returns like the stock market. At the same time, due to having a diversified portfolio, mutual fund schemes are also considered safer than investing money directly in stocks. In this too, SIP is a better option, where you get the facility to invest on a monthly basis for as long as you want.
ICICI Prudential BHARAT 22 FOF
Annualized return on lump sum investment in 3 years: 42%
Absolute return on lump sum investment in 3 years: 186.81%
Value of Rs 1 Lakh Lump Sum in 3 years: Rs 2,86,814
Annualized return on SIP investment in 3 years: 47.75%
Absolute return on SIP investment in 3 years: 93%
Value of Rs 5000 monthly SIP in 3 years: Rs 3,47,607
About ICICI Pru Bharat 22 FOF
Scheme Launch Date: June 29, 2018
Annualized return since launch: 22.13%
Minimum Lump Sum Investment: Rs 5,000
Minimum SIP investment: Rs 1000
Benchmark : BSE Bharat 22 TRI
Total Assets: Rs 1,897 crore (31 July 2024)
Expense Ratio: 0.12% (June 30, 2024)
Midcap Funds Return: 5 midcap schemes that gave the highest returns in 5 years, all of them multiplied the money at least 3 times
Motilal Oswal Midcap Fund
Annualized return on lump sum investment in 3 years: 38.85%
Absolute return on lump sum investment in 3 years: 168.15%
Value of Rs 1 Lakh Lump Sum in 3 years: Rs 2,68,148
Annualized return on SIP investment in 3 years: 46.15%
Absolute return on SIP investment in 3 years: 89.39%
Value of Rs 5000 monthly SIP in 3 years: Rs 3,40,900
About Motilal Oswal Midcap Fund
Scheme Launch Date : 24 February 2014
Annualized return since launch: 26%
Minimum lump sum investment: Rs 500
Minimum SIP investment: Rs 500
Benchmark : NIFTY Midcap 150 TRI
Total Assets: Rs 14,446 crore (31 July 2024)
Expense Ratio: 0.61% (June 30, 2024)
NFO should be like this, HSBC Multi Cap Fund became the rising star of the market, 1.5 year old scheme gave 85% return
Nippon India Power & Infra Fund
Annual return on lump sum investment in 3 years: 37%
Absolute return on lump sum investment in 3 years: 157.81%
Value of Rs 1 Lakh Lump Sum in 3 years: Rs 2,57,807
Annualized return on SIP investment in 3 years: 48.36%
Absolute return on SIP investment in 3 years: 94.64%
Value of Rs 5000 monthly SIP in 3 years: Rs 3,50,352
About Nippon India Power & Infra Fund
Scheme Launch Date : 1 January 2013
Annualized return since launch: 17.52%
Minimum Lump Sum Investment: Rs 5,000
Minimum SIP investment: Rs 100
Benchmark : NIFTY Infrastructure TRI
Total Assets: Rs 7,537 crore (31 July 2024)
Expense Ratio: 1.01% (June 30, 2024)
LIC MF Infrastructure Fund
Annualized return on lump sum investment in 3 years: 37.77%
Absolute return on lump sum investment in 3 years: 161.93%
Value of Rs 1 Lakh Lump Sum in 3 years: Rs 2,61,928
Annualized return on SIP investment in 3 years: 51.24%
Absolute return on SIP investment in 3 years: 101.65%
Value of Rs 5000 monthly SIP in 3 years: Rs 3,62,969
About LIC Mutual Fund Infra Fund
Scheme Launch Date : 2 January 2013
Annualized return since launch: 17.94%
Minimum Lump Sum Investment: Rs 5,000
Minimum SIP investment: Rs 1000
Benchmark : NIFTY Infrastructure TRI
Total Assets: Rs 619 crore (31 July 2024)
Expense Ratio: 1.45% (June 30, 2024)
SIP Return: 2 blockbuster schemes of HDFC Mutual Fund, both made just Rs 1000 SIP into 2 crores
DSP India TIGER Fund
Annualized return on lump sum investment in 3 years: 36.37%
Absolute return on lump sum investment in 3 years: 154%
Value of Rs 1 Lakh Lump Sum in 3 years: Rs 2,54,023
Annualized return on SIP investment in 3 years: 48.47%
Absolute return on SIP investment in 3 years: 94.91%
Value of Rs 5000 monthly SIP in 3 years: Rs 3,50,833
About DSP India TIGER Fund
Scheme Launch Date : 1 January 2013
Annualized return since launch: 19.11%
Minimum lump sum investment: Rs 100
Minimum SIP investment: Rs 100
Benchmark : BSE India Infrastructure TRI
Total Assets: Rs 5,360 crore (31 July 2024)
Expense Ratio: 0.91% (June 30, 2024)
(Source: Value Research)
(Note: We have given information here based on the performance of a mutual fund scheme. This is not an investment advice. There are risks in the market, so consult a financial advisor before investing.)
