Mutual Fund Returns: If you hold small cap, mid cap or flexi cap mutual funds in your portfolio. You must be curious to know that one of the schemes delivered stellar returns of over 20 per cent in 10 years, in which a Rs 10,000 monthly SIP turned into Rs 44 lakh. Given below are the top 3 funds with significant details such as CAGR, NAV, AUM, expense ratio, Sharpe ratio, standard deviation and others. Compare them to see which fund excelled and whether you hold them in your portfolio.
Nippon India Small Cap Fund – Direct Plan
Over the last 10 years, the Nippon India Small Cap Fund – Direct Plan delivered a SIP return of 22.43%, while a monthly SIP of Rs 10,000 would have grown to approximately Rs 44.84 lakh.
Quant Flexi Cap Fund – Direct Plan
For 10 years, the Quant Flexi Cap Fund – Direct Plan delivered a SIP return of 21.01%, helping a monthly SIP of Rs 10,000 accumulate to approximately Rs 40.83 lakh.
Invesco India Mid Cap Fund – Direct Plan
Over the last 10 years, the Invesco India Mid Cap Fund – Direct Plan delivered a SIP return of 20.70%, while a monthly SIP of Rs 10,000 would have grown to approximately Rs 40.01 lakh.
(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money related decisions.)
