High Return in New Mutual Fund Schemes:Some funds are proving to be rising stars in the mutual fund market. It has been only 1 or 2 years since they came into the market and in such a short period of time they have dominated the return charts. The returns in these are like the stock market. In a way, he has become the new superstar of equity mutual funds. They have given 60 to 85 percent returns on one time investment. At the same time, by doing SIP in these, one is getting returns at the rate of 50 to 70 percent in 1 to 3 years. We have given information about 5 such funds here.
SIP in Midcap: These 5 midcap funds doubled their money in 3 years and 4 times in 5 years, are giving 35 to 46% returns in SIP.
In fact, due to the increasing attraction of investors towards mutual funds, especially SIP, asset management companies have launched many innovative funds in the last few months. The aim of the mutual fund house is to provide high returns to the investors through a strong investment strategy in the new equity scheme. Due to their launch on innovative themes, the attraction of investors is also increasing. Due to its strong investment strategy, it has been successful in generating high returns for investors.
HDFC Defense Fund
HDFC Defense Fund was launched on 2 January 2023. That means it will complete 2 years on 2nd January next year. This fund has given 70 percent return on 1 year SIP. Whereas those who made lump sum investment have received returns of 82.43 percent in one year and 80.24 percent per annum since launch.
SIP calculation
SIP return in 1 year: 70.02%
Monthly SIP: Rs 10,000
Upfront investment: Rs 1 lakh
Value of SIP in 1 year: Rs 3,31,646
Return on SIP without upfront investment: 53.39%
Value of SIP without upfront investment: Rs 1,52,322
Calculation on Lump Sum Investment
Return in 1 year: 82.43%
Value of investment of Rs 1 lakh: Rs 1,83,034
Returns since launch: 80.24%
Value of investment of Rs 1 lakh: Rs 2,19,110
ICICI Prudential PSU Equity Fund
ICICI Prudential PSU Fund was launched on 9 September 2022. That means it has completed 2 years on 9th September this year. This fund has given 50.19 percent annualized return on 2 year SIP. Whereas those who invested lump sum have got 85.44 percent return in 1 year and 50.30 percent annual return since launch.
SIP calculation
Annualized return of SIP in 2 years: 50.19%
Monthly SIP: Rs 10,000
Upfront investment: Rs 1 lakh
Value of SIP in 2 years: Rs 6,02,025
Return on SIP without upfront investment: 52.46%
Value of SIP without upfront investment: Rs 3,83,275
Calculation on Lump Sum Investment
Return in 1 year: 85.44%
Value of investment of Rs 1 lakh: Rs 1,85,440
Returns since launch: 50.3%
Value of investment of Rs 1 lakh: Rs 2,22,900
HDFC Pharma and Healthcare Fund
HDFC Pharma and Healthcare Fund was launched on 4 October 2023. That means it has completed one year on 4th October this year. This fund has given 64.18 percent return on 1 year SIP. Whereas those who invested lump sum have got 61.55 percent return in 1 year and 59.97 percent annual return since launch.
SIP calculation
SIP return in 1 year: 64.18%
Monthly SIP: Rs 10,000
Upfront investment: Rs 1 lakh
Value of SIP in 1 year: Rs 3,22,559
Return on SIP without upfront investment: 65.46%
Value of SIP without upfront investment: Rs 1,59,146
Calculation on Lump Sum Investment
Return in 1 year: 61.55%
Value of investment of Rs 1 lakh: Rs 1,61,760
Returns since launch: 59.97%
Value of investment of Rs 1 lakh: Rs 1,62,880
Motilal Oswal BSE Enhanced Value ETF
Motilal Oswal BSE Enhanced Value ETF was launched on 22 August 2022. That means it has completed 2 years on 22nd August this year. This fund has given 57.25 percent annualized return on 2 year SIP. Whereas those who made lump sum investment have received returns of 63.36 percent in one year and 53.27 percent per annum since launch.
SIP calculation
Annualized return of SIP in 2 years: 57.25%
Monthly SIP: Rs 10,000
Upfront investment: Rs 1 lakh
Value of SIP in 2 years: Rs 6,44,720
Return on SIP without upfront investment: 55.96%
Value of SIP without upfront investment: Rs 3,93,727
Calculation on Lump Sum Investment
Return in 1 year: 63.36%
Value of investment of Rs 1 lakh: Rs 1,63,584
Returns since launch: 53.27%
Value of investment of Rs 1 lakh: Rs 2,49,949
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SBI Nifty Next 50 Index Fund
SBI Nifty Next 50 Index Fund was launched on 19 May 2021. That means it has completed 3 years in May this year. This fund has given 27.83 percent annualized return on 3 year SIP. Whereas those who made lump sum investment have received returns of 70.29 percent in one year and 24.29 percent per annum since launch.
SIP calculation
Annualized return of SIP in 3 years: 27.83%
Monthly SIP: Rs 10,000
Upfront investment: Rs 1 lakh
Value of SIP in 3 years: Rs 7,46,135
Return on SIP without upfront investment: 33.34%
Value of SIP without upfront investment: Rs 5,78,330
Calculation on Lump Sum Investment
Return in 1 year: 70.29%
Value of investment of Rs 1 lakh: Rs 1,70,790
Returns since launch: 24.29%
Value of investment of Rs 1 lakh: Rs 2,08,100
(Source : Fact Sheets, Amfi, Value Research)
(Note: It is not guaranteed whether the past returns in any equity fund will continue or not. This may or may not continue in the future. There are risks in the market, so seek expert advice before investing.)