Mutual Fund SIP Winners :In the mutual fund market, a scheme gets a rating on the basis of its better portfolio, expense ratio, low risk and track record of good performance. If the mutual fund rating is strong, then the risk in that scheme is low. If the rating is good, then the chances of getting better returns increase. At the same time, the cost of investing in them or the expense ratio is also less than 1 percent. If we look at the performance of some mutual fund schemes with 3 star, 4 star or 5 star rating in the last 10 years, then these are also at the top of the return chart. All of them made a monthly SIP of Rs 10,000 into Rs 50 lakh in 10 years. At the same time, an absolute return of up to 800 percent has been received on a fixed investment.
SSY: I am ready to deposit Rs 55000 every year in Sukanya Scheme, how much fund will I get on maturity, calculate immediately
Quant ELSS Tax Saver Fund
SIP return in 10 years: 27% per annum
Monthly SIP: Rs 10,000
Upfront investment: Rs 1 lakh
Total investment in 10 years: Rs 13 lakh
Value of SIP after 10 years: Rs 61,19,911
Return on lump sum investment in 10 years: 24.48% p.a.
Value of Rs 1 lakh investment in 10 years: Rs 8,93,297
Absolute Return: 793%
You can invest at least Rs 500 as lump sum or at least Rs 500 as SIP in this fund. Its expense ratio is also only 0.65%.
Mutual Fund Star: Baroda AMC’s 4 year old scheme is amazing, giving 32% annual return, value of 10 thousand monthly SIP became 8.5 lakh
Nippon India Small Cap Fund
SIP return in 10 years: 27.62% per annum
Monthly SIP: Rs 10,000
Upfront investment: Rs 1 lakh
Total investment in 10 years: Rs 13 lakh
Value of SIP after 10 years: Rs 63,43,284
Return on lump sum investment in 10 years: 24.46% p.a.
Value of Rs 1 lakh investment in 10 years: Rs 8,91,863
Absolute Return: 791%
You can invest a minimum of Rs 5000 as lump sum investment or a minimum of Rs 100 as SIP in this fund. Its expense ratio is also only 0.65%.
SBI Small Cap Fund
SIP return in 10 years: 24.82% p.a.
Monthly SIP: Rs 10,000
Upfront investment: Rs 1 lakh
Total investment in 10 years: Rs 13 lakh
Value of SIP after 10 years: Rs 53,86,040
Return on lump sum investment in 10 years: 24.03% p.a.
Value of Rs 1 lakh investment in 10 years: Rs 8,61,524
Absolute Return: 761%
You can invest a minimum of Rs 5000 as lump sum investment or a minimum of Rs 500 as SIP in this fund. Its expense ratio is also only 0.65%.
Give the power of top up to SIP, after 15 years your wealth will increase by 25 lakhs every year, this is the magic of compounding
Motilal Oswal Midcap Fund
SIP return in 10 years: 25.77% p.a.
Monthly SIP: Rs 10,000
Upfront investment: Rs 1 lakh
Total investment in 10 years: Rs 13 lakh
Value of SIP after 10 years: Rs 56,94,153
Return on lump sum investment in 10 years: 22.77% p.a.
Value of Rs 1 lakh investment in 10 years: Rs 7,77,898
Absolute Return: 678%
You can invest at least Rs 500 as lump sum or at least Rs 500 as SIP in this fund. Its expense ratio is also only 0.58%.
Kotak Small Cap Fund
SIP return in 10 years: 24.52% p.a.
Monthly SIP: Rs 10,000
Upfront investment: Rs 1 lakh
Total investment in 10 years: Rs 13 lakh
Value of SIP after 10 years: Rs 52,92,025
Return on lump sum investment in 10 years: 21.90% p.a.
Value of Rs 1 lakh investment in 10 years: Rs 7,24,498
Absolute Return: 624%
You can invest at least Rs 100 as lump sum or at least Rs 100 as SIP in this fund. Its expense ratio is also 0.58%.
PPF: The target is to raise Rs 25 lakh by investing in PPF, how much will you have to save every month
Edelweiss Mid Cap Fund
SIP return in 10 years: 24.40% p.a.
Monthly SIP: Rs 10,000
Upfront investment: Rs 1 lakh
Total investment in 10 years: Rs 13 lakh
Value of SIP after 10 years: Rs 52,54,055
Return on lump sum investment in 10 years: 21.81% p.a.
Value of Rs 1 lakh investment in 10 years: Rs 7,19,166
Absolute Return: 619%
You can invest at least Rs 100 as lump sum or at least Rs 100 as SIP in this fund. Its expense ratio is also only 0.38%.
Axis Small Cap Fund
SIP return in 10 years: 24.40% p.a.
Monthly SIP: Rs 10,000
Upfront investment: Rs 1 lakh
Total investment in 10 years: Rs 13 lakh
Value of SIP after 10 years: Rs 52,54,616
Return on lump sum investment in 10 years: 21.66% p.a.
Value of Rs 1 lakh investment in 10 years: Rs 7,10,359
Absolute Return: 610%
You can invest at least Rs 100 as lump sum or at least Rs 100 as SIP in this fund. Its expense ratio is also only 0.54%.
NPS: Start investing with Rs 1000 for 1 lakh pension, along with 1.75 crore retirement fund, this is an easy calculation
Invesco India Mid Cap Fund
SIP return in 10 years: 23.54% p.a.
Monthly SIP: Rs 10,000
Upfront investment: Rs 1 lakh
Total investment in 10 years: Rs 13 lakh
Value of SIP after 10 years: Rs 49,97,896
Return on lump sum investment in 10 years: 20.85% p.a.
Value of Rs 1 lakh investment in 10 years: Rs 6,64,456
Absolute Return: 554%
You can invest a minimum of Rs 1000 as lump sum investment or a minimum of Rs 500 as SIP in this fund. Its expense ratio is also only 0.54%.
HSBC Small Cap Fund
SIP return in 10 years: 23.96% p.a.
Monthly SIP: Rs 10,000
Upfront investment: Rs 1 lakh
Total investment in 10 years: Rs 13 lakh
Value of SIP after 10 years: Rs 51,22,824
Return on lump sum investment in 10 years: 20.82% p.a.
Value of Rs 1 lakh investment in 10 years: Rs 6,62,809
Absolute Return: 553%
You can invest a minimum of Rs 5000 as lump sum investment or a minimum of Rs 500 as SIP in this fund. Its expense ratio is also only 0.54%.
NFO: Nippon India Mutual Fund’s new scheme launched, you can invest from Rs 1000, top stocks will be in the portfolio
HDFC Mid-Cap Opportunities Fund
SIP return in 10 years: 23.1% p.a.
Monthly SIP: Rs 10,000
Upfront investment: Rs 1 lakh
Total investment in 10 years: Rs 13 lakh
Value of SIP after 10 years: Rs 48,71,312
Return on lump sum investment in 10 years: 20.37% p.a.
Value of Rs 1 lakh investment in 10 years: Rs 6,38,532
Absolute Return: 539%
You can invest a minimum of Rs 100 as lump sum or a minimum of Rs 100 as SIP in this fund. Its expense ratio is 0.72.
(Source : value research, Amfi)
