Motilal Oswal Midcap Fund, Quant Small Cap Fund among 15 mutual funds delivering over 25% XIRR on SIP investments in 5 years
Around 15 equity mutual funds offered over 25% XIRR on SIP investments in the last five years which includes some prominent names such as Quant Small Cap Fund Motilal Oswal Midcap Fund , Invesco India Midcap Fund, and Edelweiss Mid Cap Fund . There were around 203 funds in the mentioned time period.Motilal Oswal Midcap Fund offered the highest XIRR on SIP investments of around 30.13% in the last five years. A monthly SIP of Rs 10,000 in the fund would have been Rs 12.47 lakh in the said time period.Also Read | SBI FDs offer up to 6% returns in short term. Should investors explore debt mutual funds instead? Bandhan Small Cap Fund and Quant Small Cap Fund offered 30.08% and 27.81% XIRR respectively on SIP investments in the last five years. Two funds from Invesco Mutual Fund - Invesco India Midcap Fund and Invesco India Smallcap Fund - offered an XIRR of 27.63% and 27.42% respectively in the said time period.Nippon India Small Cap Fund, the largest small cap fund based on assets managed, delivered an XIRR of 27.42% in the last five years, followed by two mid cap funds. HDFC Mid Cap Fund and Edelweiss Mid Cap Fund gave an XIRR of 26.87% and 26.07% respectively in the said time horizon.Nippon India Growth Mid Cap Fund delivered an XIRR of 26% on SIP investments in the last five years, followed by Motilal Oswal Large & Midcap Fund which gave an XIRR of 25.98% in the same period.Nippon India Multi Cap Fund gave an XIRR of 25.63% on SIP investments in the mentioned time period, followed by four small cap funds. Tata Small Cap Fund, HDFC Small Cap Fund, Franklin India Small Cap Fund, and HSBC Small Cap Fund delivered an XIRR of 25.62%, 25.28%, 25.16%, and 25% respectively in the last five years.The other 188 funds in the list gave XIRR ranging between 10.20% and 24.42% on SIP investments in the same period. Mahindra Manulife Mid Cap Fund gave an XIRR of 24.42% in the mentioned time period.Also Read | Madhu Lunawat makes history as first Indian woman to set up a mutual fund business SBI Contra Fund, the largest and oldest contra fund based on assets managed, delivered an XIRR of 23.49% in the similar time frame. The largest flexi cap fund based on assets managed, Parag Parikh Flexi Cap Fund, offered an XIRR of 20.09% on SIP investments.Shriram ELSS Tax Saver Fund, Axis Focused Fund, and Motilal Oswal Focused Fund were the last ones in the list to offer 10% XIRR in the last five years. The funds gave 10.91%, 10.48%, and 10.20% XIRR in the last five years.We considered all equity funds excluding sectoral and thematic funds. We considered regular and growth options. We calculated the SIP performance for the last five years i.e. SIP made on July 21, 2020.Note, the above exercise is not a recommendation. The exercise was done to find which equity mutual funds gave over 25% XIRR on SIP investments in the last five years. One should not make investment or redemption decisions based on the above exercise.One should always consider risk appetite, investment horizon, and goals before making any investment decisions.(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of the Economic Times)
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