Best 10 Mutual Funds Returns: Assets under management (AUM) is the total cumulative investment amount of a particular mutual fund, which represents the overall market value held by that mutual fund scheme by combining the value of assets and capital. It can be said that AUM is a key metric which is used to assess the size and performance of a fund or portfolio. If the AUM of a fund is high, it means that a large number of investors are investing money in it. Generally, better returns are expected in such funds. Therefore, higher AUM indicates better investment flow, quality and management by a fund. Here we have given information about the top 10 funds and their returns on the basis of AUM.
SIP Magic: This scheme gave Rs 4 crore to those who saved Rs 1500 monthly, became the champion of SIP by giving 24% CAGR returns in 29 years
ICICI Prudential Bluechip Fund
Total AUM: Rs 64,962.98 crore
Category: Largecap
Benchmark: NIFTY 100 Total Return Index
Annualized return of SIP in 10 years: 18.24%
Value of 10 thousand monthly SIP in 10 years: Rs 31,33,193
Annualized return of lump sum investment in 10 years: 16%
Value of lump sum investment of Rs 1 lakh in 10 years: Rs 4,18,731
Benchmark return in 10 years: 14.15%
SBI Bluechip Fund
Total AUM: Rs 52,119.84 crore
Category: Largecap
Benchmark: BSE 100 Total Return Index
Annualized return of SIP in 10 years: 17%
Value of 10 thousand monthly SIP in 10 years: Rs 29,31,118
Annualized return of lump sum investment in 10 years: 15.20%
Value of lump sum investment of Rs 1 lakh in 10 years: Rs 4,20,910
Benchmark return in 10 years: 14.31%
Low Return in SIP: SIP strategy lags behind in these mutual funds, not able to beat even FD in returns
Mirae Asset Large Cap Fund
Total AUM: Rs 41,338.87 crore
Category: Largecap
Benchmark: NIFTY 100 Total Return Index
Annualized return of SIP in 10 years: 17.18%
Value of 10 thousand monthly SIP in 10 years: Rs 29,59,695
Annualized return of lump sum investment in 10 years: 15.67%
Value of lump sum investment of Rs 1 lakh in 10 years: Rs 4,28,753
Benchmark return in 10 years: 14.15%
Parag Parikh Flexi Cap Fund
Total AUM: Rs 81,571.39 crore
Category : Flexi Cap
Benchmark: NIFTY 500 Total Return Index
Annualized return of SIP in 10 years: 22.18%
Value of 10 thousand monthly SIP in 10 years: Rs 38,76,249
Annualized return of lump sum investment in 10 years: 19.39%
Value of lump sum investment of Rs 1 lakh in 10 years: Rs 5,98,013
Benchmark return in 10 years: 15.26%
NPS Vatsalya Calculator: Monthly investment of Rs 3000 will give your child a pension of Rs 13 lakh, craze increased among parents.
HDFC Flexi Cap Fund
Total AUM: Rs 65,140.24 crore
Category : Flexi Cap
Benchmark: NIFTY 500 Total Return Index
Annualized return of SIP in 10 years: 21.08%
Value of 10 thousand monthly SIP in 10 years: Rs 36,53,349
Annualized return of lump sum investment in 10 years: 16.61%
Value of lump sum investment of Rs 1 lakh in 10 years: Rs 4,64,898
Benchmark return in 10 years: 15.26%
Kotak Flexicap Fund
Total AUM: Rs 52,960.20 crore
Category : Flexi Cap
Benchmark: NIFTY 500 Total Return Index
Annualized return of SIP in 10 years: 18.04%
Value of 10 thousand monthly SIP in 10 years: Rs 30,99,744
Annualized return of lump sum investment in 10 years: 16.60%
Value of lump sum investment of Rs 1 lakh in 10 years: Rs 4,64,500
Benchmark return in 10 years: 15.26%
High Return in SCSS: Deposit retirement fund here instead of bank, you will get 12 lakh interest in 5 years, deposited capital will also be safe
HDFC Mid-Cap Opportunities Fund
Total AUM: Rs 76,471.40 crore
Category : Midcap
Benchmark: NIFTY Midcap 150 Total Return Index
Annualized return of SIP in 10 years: 23.78%
Value of 10 thousand monthly SIP in 10 years: Rs 42,27,055
Annualized return of lump sum investment in 10 years: 20.56%
Value of lump sum investment of Rs 1 lakh in 10 years: Rs 6,48,683
Benchmark return in 10 years: 20.34%
Kotak Emerging Equity Fund
Total AUM: Rs 51,673.36 crore
Category : Midcap
Benchmark: NIFTY Midcap 150 Total Return Index
Annualized return of SIP in 10 years: 24%
Value of 10 thousand monthly SIP in 10 years: Rs 42,79,368
Annualized return of lump sum investment in 10 years: 21.75%
Value of lump sum investment of Rs 1 lakh in 10 years: Rs 7,15,632
Benchmark return in 10 years: 20.34%
SBI PSU Fund: SBI scheme increased investment 4 times in 10 years, 214% absolute profit on SIP, became topper on return chart
Nippon India Small Cap Fund
Total AUM: Rs 61,458.95 crore
Category: Smallcap
Benchmark: NIFTY Smallcap 250 Total Return Index
Annualized return of SIP in 10 years: 28.37%
Value of 10 thousand monthly SIP in 10 years: Rs 54,21,516
Annualized return of lump sum investment in 10 years: 24.53%
Value of lump sum investment of Rs 1 lakh in 10 years: Rs 8,96,891
Benchmark return in 10 years: 17.58%
ICICI Prudential Value Discovery Fund
Total AUM: Rs 50,268.41 crore
Category: Value
Benchmark: NIFTY Smallcap 250 Total Return Index
Annualized return of SIP in 10 years: 21.27%
Value of 10 thousand monthly SIP in 10 years: Rs 36,90,587
Annualized return of lump sum investment in 10 years: 17.56%
Value of lump sum investment of Rs 1 lakh in 10 years: Rs 5,04,192
Benchmark return in 10 years: 15.26%
(Note: There is no guarantee 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.)
