Equity Mutual Funds Return: If you invest somewhere and get an annual return of 40 to 50 percent in 5 years, then what a profitable deal it will be for you. This has been done by 10 super stars of equity schemes of mutual funds. There are many such equity schemes in the mutual fund market, in which 40 to 50 percent annualized returns are being given on investments made through Systematic Investment Plan (SIP) in the last 5 years. At the same time, even on one time investment, investors have got 4 times to 7 times returns. Here we have given information about the 10 best performing equity mutual fund schemes in the last 5 years.
NFO Alert: These 7 big NFOs will open in the next 10 days, the list includes new schemes of Samco, Mirae Asset, Kotak and Axis Mutual Fund.
CPSE ETF
Annual return on SIP investment in 5 years: 50.91%
Absolute return on SIP investment in 5 years: 237.96%
Value of monthly SIP of Rs 10,000 in 5 years: Rs 20,27,778
Annual return on lump sum investment in 5 years: 33.54%
Absolute return on lump sum investment in 5 years: 325.35%
Value of 1 lakh rupees in 5 years: Rs 4,25,352
Launch date: March 28, 2014
Returns since launch: 18.22% per annum
Total Assets: Rs 46,099 crore (August 31, 2024)
Expense ratio: 0.07% (August 31, 2024)
Investment: Retirement fund will increase from Rs 1.5 crore to Rs 3 crore, in just 2 years and 2% return difference, this is the real compounding.
Quant Small Cap Fund
Annual return on SIP investment in 5 years: 50%
Absolute return on SIP investment in 5 years: 231.15%
Value of monthly SIP of Rs 10,000 in 5 years: Rs 19,86,894
Annual return on lump sum investment in 5 years: 50.13%
Absolute return on lump sum investment in 5 years: 664.36%
Value of 1 lakh rupees in 5 years: Rs 7,64,360
Scheme Launch Date: January 1, 2013
Annualized returns since launch: 20.50% per annum
Total Assets: Rs 25,535 crore (August 31, 2024)
Expense ratio: 0.64% (August 31, 2024)
Bandhan Infrastructure Fund
Annual return on SIP investment in 5 years: 43.77%
Absolute return on SIP investment in 5 years: 187.95%
Value of monthly SIP of Rs 10,000 in 5 years: Rs 17,27,680
Annual return on lump sum investment in 5 years: 33.15%
Absolute return on lump sum investment in 5 years: 319.09%
Value of 1 lakh rupees in 5 years: Rs 4,19,091
Scheme Launch Date: January 1, 2013
Annualized returns since launch: 18.35%
Total Assets: Rs 1965 crore (August 31, 2024)
Expense Ratio: 0.82% (August 31, 2024)
NFO Today: Opportunity to invest in 3 new schemes of mutual funds, NFO of ICICI Pru and ABSL Mutual Fund in the list
ICICI Prudential Infrastructure Fund
Annual return on SIP investment in 5 years: 43.51%
Absolute return on SIP investment in 5 years: 186.27%
Value of monthly SIP of Rs 10,000 in 5 years: Rs 17,17,618
Annual return on lump sum investment in 5 years: 33.45%
Absolute return on lump sum investment in 5 years: 323.89%
Value of 1 lakh rupees in 5 years: Rs 4,23,889
Scheme Launch Date: January 1, 2013
Annualized returns since launch: 18.90%
Total Assets: Rs 6143 crore (August 31, 2024)
Expense ratio: 1.18% (August 31, 2024)
Motilal Oswal Midcap
Annual return on SIP investment in 5 years: 43.47%
Absolute return on SIP investment in 5 years: 185.97%
Value of monthly SIP of Rs 10,000 in 5 years: Rs 17,15,809
Annual return on lump sum investment in 5 years: 34.60%
Absolute return on lump sum investment in 5 years: 342.44%
Value of 1 lakh rupees in 5 years: Rs 4,42,440
Scheme Launch Date: 24 February, 2014
Annualized returns since launch: 26.65%
Total Assets: Rs 15,940 crore (August 31, 2024)
Expense Ratio: 0.60% (August 31, 2024)
SSY Vs PPF: If you have to invest in both the schemes for 15 years, if you deposit Rs 1.50 lakh annually then where is the more profit? Choose the perfect scheme after looking at the calculations
Nippon India Small Cap Fund
Annual return on SIP investment in 5 years: 42.72%
Absolute return on SIP investment in 5 years: 181.16%
Value of monthly SIP of Rs 10,000 in 5 years: Rs 16,86,947
Annual return on lump sum investment in 5 years: 38.28%
Absolute return on lump sum investment in 5 years: 406.53%
Value of 1 lakh rupees in 5 years: Rs 5,06,528
Scheme Launch Date: January 1, 2013
Annualized returns since launch: 28.18%
Total Assets: Rs 61,000 crore (August 31, 2024)
Expense Ratio: 0.65% (August 31, 2024)
HDFC Infrastructure Fund
Annual return on SIP investment in 5 years: 41%
Absolute return on SIP investment in 5 years: 170.35%
Value of monthly SIP of Rs 10,000 in 5 years: Rs 16,22,181
Annual return on lump sum investment in 5 years: 28.25%
Absolute return on lump sum investment in 5 years: 247.41%
Value of 1 lakh rupees in 5 years: Rs 3,47,407
Scheme Launch Date: January 1, 2013
Annualized returns since launch: 14.51%
Total Assets: Rs 2568 crore (August 31, 2024)
Expense ratio: 1.11% (August 31, 2024)
SIP in MNC Mutual Funds: The secret of high returns, these mutual funds invest money only in the stocks of multinational companies, money increases by 35 to 50% in 1 year
SBI PSU Fund
Annual return on SIP investment in 5 years: 41%
Absolute return on SIP investment in 5 years: 170.87%
Value of monthly SIP of Rs 10,000 in 5 years: Rs 16,25,240
Annual return on lump sum investment in 5 years: 29.16%
Absolute return on lump sum investment in 5 years: 260%
Value of 1 lakh rupees in 5 years: Rs 3,60,008
Scheme Launch Date: January 1, 2013
Annualized returns since launch: 13.41%
Total Assets: Rs 4851 crore (August 31, 2024)
Expense Ratio: 0.72% (August 31, 2024)
Investing Rules: Money has to double in 6 years and triple in 10 years, invest in the scheme giving how much interest, rules 72 and 114 will help.
Invesco India PSU Equity Fund
Annual return on SIP investment in 5 years: 40.76%
Absolute return on SIP investment in 5 years: 168.84%
Value of monthly SIP of Rs 10,000 in 5 years: Rs 16,13,056
Annual return on lump sum investment in 5 years: 32.27%
Absolute return on lump sum investment in 5 years: 305.46%
Value of 1 lakh lump sum in 5 years: Rs 4,05,455
Scheme Launch Date: January 1, 2013
Annualized returns since launch: 18.81%
Total Assets: Rs 1593 crore (August 31, 2024)
Expense Ratio: 0.76% (August 31, 2024)
Quant Mid Cap Fund
Annual return on SIP investment in 5 years: 40.40%
Absolute return on SIP investment in 5 years: 160%
Value of monthly SIP of Rs 10,000 in 5 years: Rs 15,97,362
Annual return on lump sum investment in 5 years: 38.53%
Absolute return on lump sum investment in 5 years: 411.14%
Value of 1 lakh rupees in 5 years: Rs 5,11,142
Scheme Launch Date: January 1, 2013
Annualized returns since launch: 28.18%
Total Assets: Rs 61,000 crore (August 31, 2024)
Expense Ratio: 0.65% (August 31, 2024)
(Source: Value Research, AMFI)
(Note: There is no guarantee whether the past returns in any equity fund will continue or not. It may or may not continue in the future. There is risk in the market, so seek expert advice before investing.)
