SIP 15 Years Return:If you want to get high returns by investing money slowly over a long period or by making a one-time investment, then mutual funds are a better option for this. If we look at the return chart of mutual funds, be it lump sum investment or investment through SIP, most of the schemes have given double digit returns in the long term. That is, if investors remain patient and maintain their investment in a good equity scheme for a long period, then their wealth can increase manifold. If we look at the return chart of the last 15 years, which is equal to the maturity period of PPF, then there are many such mutual funds in the market, which have made the monthly SIP of Rs 10,000 to more than Rs 1 crore. At the same time, the money of those who made lump sum investments has increased 18 times. We have given information about 5 equity mutual fund schemes that have topped the 15-year return chart.
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SBI Small Cap Fund
SBI Smallcap Fund has given annualized returns of 23.43 percent to SIP investors in the last 15 years. If someone has done monthly SIP of Rs 10,000 in this fund, then its value increased to Rs 1.29 crore.
Annualized return of 15 years SIP: 23.43%
Monthly SIP: Rs 10,000
Total investment in 15 years: Rs 18,00,000
Total value of SIP in 15 years: Rs 1,29,49,628
Annualized return on lump sum investment in 15 years: 21.53%
Value of investment of Rs 1 lakh in 15 years: Rs 18,63,170
Scheme launch date: September 9, 2009
Returns since launch: 21.01% per annum
Benchmark: BSE 250 SmallCap TRI
Total Assets: Rs 34,217 crore (September 30, 2024)
Expense ratio: 1.56% (September 30, 2024)
SIP Rating: 5 mutual funds giving 4 to 6 times returns in 5 years, money increased in SIP at the rate of 44% annually, all have strong ratings
Edelweiss Mid Cap Fund
Edelweiss Midcap Fund has given annualized returns of 21.76 percent to SIP investors in the last 15 years. If someone has done monthly SIP of Rs 10,000 in this fund, then its value increases to Rs 1.12 crore.
Annualized return of 15 years SIP: 21.76%
Monthly SIP: Rs 10,000
Total investment in 15 years: Rs 18,00,000
Total value of SIP in 15 years: Rs 1,11,62,440
Annualized return on lump sum investment in 15 years: 20.53%
Value of investment of Rs 1 lakh in 15 years: Rs 16,45,991
Scheme launch date: 26 December, 2007
Returns since launch: 14.47% per annum
Benchmark: NIFTY Midcap 150 TRI
Total Assets: Rs 7755 crore (September 30, 2024)
Expense ratio: 1.72% (September 30, 2024)
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Franklin Build India Fund
Franklin Build India Fund has given annualized returns of 21.36 percent to SIP investors in the last 15 years. If someone has done monthly SIP of Rs 10,000 in this fund, then its value increases to Rs 1.08 crore.
Annualized return of 15 years SIP: 21.36%
Monthly SIP: Rs 10,000
Total investment in 15 years: Rs 18,00,000
Total value of SIP in 15 years: Rs 1,07,75,748
Annualized return on lump sum investment in 15 years: 19.26%
Value of investment of Rs 1 lakh in 15 years: Rs 14,04,178
Scheme launch date: September 4, 2009
Returns since launch: 19.13% per annum
Benchmark: BSE India Infrastructure TRI
Total Assets: Rs 2908 crore (September 30, 2024)
Expense ratio: 1.98% (September 30, 2024)
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Quant Small Cap Fund
Quant Smallcap Fund has given annualized returns of 21.32 percent to SIP investors in the last 15 years. If someone has done monthly SIP of Rs 10,000 in this fund, then its value increases to Rs 1.07 crore.
Annualized return of 15 years SIP: 21.32%
Monthly SIP: Rs 10,000
Total investment in 15 years: Rs 18,00,000
Total value of SIP in 15 years: Rs 1,07,35,937
Annualized return on lump sum investment in 15 years: 19.14%
Value of investment of Rs 1 lakh in 15 years: Rs 13,83,133
Scheme launch date: November 24, 1996
Returns since launch: 13.46% per annum
Benchmark: NIFTY Smallcap 250 TRI
Total Assets: Rs 26,645 crore (September 30, 2024)
Expense ratio: 1.59% (September 30, 2024)
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HDFC Mid-Cap Opportunities Fund
HDFC Humidcap Opportunity Fund has given annualized returns of 21.17 percent to SIP investors in the last 15 years. If someone has done monthly SIP of Rs 10,000 in this fund, then its value increases to Rs 1.06 crore.
Annualized return of 15 years SIP: 21.17%
Monthly SIP: Rs 10,000
Total investment in 15 years: Rs 18,00,000
Total value of SIP in 15 years: Rs 1,05,91,725
Annualized return on lump sum investment in 15 years: 20.82%
Value of investment of Rs 1 lakh in 15 years: Rs 17,06,406
Scheme launch date: June 25, 2007
Returns since launch: 18.36% per annum
Benchmark: NIFTY Midcap 150 TRI
Total Assets: Rs 77,683 crore (September 30, 2024)
Expense ratio: 1.39% (September 30, 2024)
(Source : Amfi, value research, SIP calculator)
(Note: We have given information about the past performance of the mutual fund scheme here. This is not an investment advice. There is no guarantee that any scheme will repeat its past performance. Therefore, invest only after consulting a financial advisor.)
