10-Year Mutual Fund Winners: After hitting its peak in December 2025, the stock market saw a sharp decline, with the Sensex falling from the 86,159 level and slipping below 72,000 last month. The market decline has caused the average NAV of equity mutual funds to fall by approximately 14 per cent. Although investors continue to invest heavily in mutual funds, SIP returns in many equity schemes are currently weak or even negative.
According to the brokerage houses, in reality, the systematic investment plans have not failed. The recent decline in the market and volatility has impacted the short-term returns. However, the long-term returns are on the right track.
Why is it considerable to invest in mutual funds for the long term?
Long-term investment in mutual funds is recommended primarily to take advantage of compounding. The longer you stay invested, the more your returns grow, which helps build significant wealth over the long term. Furthermore, investing for a longer period reduces the risk of market fluctuations and provides the benefit of rupee-cost averaging.
The Motilal Oswal NASDAQ 100 ETF has generated an average return of 23.23 per cent over the past ten years. If someone had invested Rs 1 lakh in this scheme ten years ago, its value would have now exceeded Rs 4 lakh. This means that the absolute return would have been over 400 per cent.
Motilal Oswal NASDAQ 100 ETF: Fund details
Nippon India Small Cap Fund has generated an average return of 21.93 per cent over the past ten years. If someone had invested Rs 1 lakh in this scheme ten years ago, its value would have now exceeded Rs 3.83 lakh. This means that the absolute return is over 380 per cent.
Nippon India Small Cap Fund details
The Quant ELSS Tax Saver Fund has generated an average return of 21.28 per cent over the past ten years. If someone had invested Rs 1 lakh in this scheme ten years ago, its value would have now exceeded Rs 3.69 lakh. This means that the absolute return would have been over 360 per cent.
Quant ELSS Tax Saver Fund details
Quant Infrastructure Fund has generated an average return of 20.79 per cent over the past ten years. If someone had invested Rs 1 lakh in this scheme ten years ago, its value would have now exceeded Rs 3.59 lakh. This means that the absolute return would have been over 350 per cent.
Quant Infrastructure Fund details
Quant Flexi Cap Fund has generated an average return of 20.44 per cent over the past ten years. If someone had invested Rs 1 lakh in this scheme ten years ago, its value would have now exceeded Rs 3.51 lakh. This means that the absolute return is over 350 per cent.
Quant Flexi Cap Fund details
(Source: Fund fact sheet)
(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.)
