XIRR
Sensex at 80K: A simple ETF or index fund SIP of Rs 10,000 would have made you a crorepati in 2 decades
Rs 10,000 SIP in ICICI Prudential BSE Sensex ETF: Rs 1.55 crore (XIRR 14.62%). HDFC Index Fund-BSE Sensex: Rs 1.47 crore (XIRR 13.70%). Tata BSE Sensex Index Fund: Rs 1.28 crore (XIRR 13.25%). LIC MF BSE Sensex Index Fund: Rs 1.20 crore. Axis BSE Sensex Index Fund (Feb 2024) offers XIRR 52.70%. Sensex hits 80k. Ashish Kumar advises caution.
Tata Equity P/E Fund turned Rs 10,000 monthly SIP into Rs 1.82 crore in 20 years
Launched in June 2004, the scheme has consistently outperformed its benchmark, the Nifty 500 - TRI, delivering impressive returns. Over a decade, the scheme provided a 17.04% return compared to the benchmark's 15.27%. In the past five years, it yielded 21.14%, surpassing the benchmark's 19.76%. The scheme achieved a remarkable 25.78% return over three years, whereas the benchmark returned 19.81%.
2 multi cap mutual funds turn Rs 30,000 monthly SIP into Rs 1 crore in 10 years
Investing Rs 30,000 monthly in two multicap funds, managed by ETMutualFunds, turned into Rs 1 crore in 10 years. Quant Active Fund and Nippon India Multi Cap Fund achieved this milestone, with XIRRs of 22.90% and 18.16% respectively.
4 ELSS mutual funds turn monthly SIP of Rs 30,000 to Rs 1 crore in 10 years
Quant ELSS Tax Saver Fund, the topper in the category, turned the monthly SIP investment of Rs 30,000 into Rs 1.45 crore in the last 10 years. The scheme offered an XIRR of 26.58% in the same time period.
15 largecap mutual funds turn monthly SIP of Rs 40,000 to Rs 1 crore in 10 years
15 largecap mutual funds turned a monthly SIP of Rs 40,000 into Rs 1 crore in 10 years, with impressive XIRR growth rates. Conservative investors may consider large cap schemes for long-term goals.
29 equity MFs turn Rs 30,000/month SIP to Rs 1 crore in 10 years of Modi government
Around 29 equity mutual funds have turned a monthly SIP investment of Rs 30,000 into Rs 1 crore in the last 10 years of the Modi government.
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2 midcap mutual funds turn Rs 5,000 monthly SIP to Rs 1 crore in 20 years
Midcap mutual funds like Sundaram Mid Cap Fund and Nippon India Growth Fund saw significant growth, while Tata Mid Cap Growth Fund, Aditya Birla SL Midcap Fund, Quant Midcap Fund, and Taurus Mid Cap Fund also performed well. ETMutualFunds provides analysis and answers mutual fund queries on social media platforms.
Top 5 smallcap mutual funds that turned monthly SIP of Rs 20,000 up to Rs 1 crore in 10 years
ETMutualFunds did some data crunching and found that smallcap funds turned a monthly SIP of Rs 20,000 up to Rs 1 crore in 10 years. There were around 13 smallcap funds that completed the period. Here are the top 5, according to data by ACE MF:
This small cap mutual fund turns monthly investment of Rs 20,000 to Rs 1 crore in 10 years
ETMutualFunds analysis reveals Quant Small Cap Fund's remarkable feat: turning a monthly SIP of Rs 20,000 into Rs 1 crore over a decade, boasting an impressive XIRR of 27.24%. Managed by Ankit Pande, Vasav Sahgal, and Sanjeev Sharma, the fund allocates predominantly to small caps.
Looking to invest Rs 25,000/month to get Rs 1 crore in 10 years? Read on
Equity mutual funds like Quant Small Cap Fund and Nippon India Small Cap Fund, have shown significant growth, with high XIRR percentages over the years.
How children-oriented mutual fund schemes performed in last 1-year & top 5 winners
Among the 11 children's funds in the solution-oriented mutual fund category, ICICI Pru Child Care Fund-Gift Plan has stood out with impressive returns of 44%. Following closely behind are SBI Magnum Children's Benefit Fund-Investment Plan and Aditya Birla SL Bal Bhavishya Yojna, which have delivered returns of 39.35% and 35.25%, respectively.
Rs 10,000 monthly SIP in this children-oriented mutual fund scheme turned into Rs 1.90 crore since 2001
ICICI Pru Child Care Fund-Gift Plan focuses on funding children's education with high returns. A Rs 10,000 monthly SIP grew to Rs 1.90 crore since its inception on August 31, 2001, outperforming category returns. It blends equity and debt instruments, with notable exposure in telecom services.
Crorepati with mutual funds: Rs 20,000 monthly SIP turns to Rs 1 crore in 10 years
The toppers in the list were from Quant Mutual Fund. A monthly SIP of Rs 20,000 in Quant Small Cap Fund would have grown to Rs 1.04 crore in the last 10 years. The scheme gave an XIRR of 27.73% in the same period. Quant ELSS Tax Saver Fund would have turned a monthly SIP of Rs 20,000 into Rs 95.38 lakh with an XIRR of 26.04% in the last 10 years.
Quant Smallcap Mutual Fund hikes stake in 2 Mukesh Ambani stocks, pares stake in Adani Power
Launched in October 1996, the scheme manages assets worth Rs 17,349 crore as of March 31. The fund has invested 30.52% in largecap, and 65.20% in smallcap schemes. The scheme is managed by Ankit Pande, Vasav Sahgal, Sanjeev Sharma.
Best flexi cap mutual funds to invest in April 2024
Flexi cap mutual funds offer the fund managers the freedom to invest across market capitalisations and sectors/themes. It means the fund managers can invest anywhere based on his outlook on the market. Flexi cap schemes are typically recommended to moderate investors to create wealth over a long period of time. Ideally, one should invest in these schemes with an investment horizon of five to seven years.
2 sectoral mutual fund categories offer 23% return each in five years. Should you invest?
Energy & power funds are benchmarked against S&P BSE Oil & Gas Index, Nifty Infrastructure Fund, and Nifty Commodities - TRI which gave 13.63%, 22.95% and 20.93% respectively in five years. Pharma & healthcare funds are benchmarked against S&P BSE HealthCare - TRI, and NIFTY PHARMA - TRI which gave 20.75% and 16.51%, respectively.
ET Mutual Funds Explains: When to use CAGR, XIRR or IRR to calculate your mutual fund returns?
Why are they written as CAGR, IRR or XIRR? ETMutualFunds made it easy for the first time investors to understand what these nomenclatures mean and how one should calculate them.
Three small cap funds fail to beat benchmark in two consecutive years
Small cap schemes are benchmarked against Nifty Smallcap 100 - TRI, Nifty Smallcap 250 - TRI, and S&P BSE 250 Small Cap - TRI. Note, We considered yearly returns from 2018 as Sebi did recategorization of mutual funds in this year.
These 10 smallcap mutual funds deliver over 30% XIRR in five years
Around 10 smallcap mutual funds have offered over 30% XIRR in a five-year period, according to the data by ACE MF. There were around 19 smallcap mutual funds in the market that have completed five years of existence. Here are the top performers.
What Rs 500 monthly SIP in equity mutual funds turned to in 3-years? Here are top performers, duds
The highest returns have been delivered by Quant Small Cap Fund while the lowest by UTI Flexi Cap Fund-Reg(G).
Mutual fund SIP backbenchers deliver 6-8% annual return in 3 years
UTI Flexi Cap Fund offered around 6.86% SIP returns in a three year period. A monthly SIP made in this fund would have now been Rs 3.99 lakh. The scheme manages assets of around Rs 25,000 crore.
Rs 6 lakh investment doubles in 5 years with this large & midcap mutual fund scheme. Check details
The HDFC Large and Mid Cap Fund which was launched in February 1994 has delivered absolute returns of 21.54% which is slightly higher than the returns given by its benchmark Nifty Large-Midcap 250 Index (TRI) at 20.75%. Its CAGR returns since inception stand at 12.82%.
Kotak Small Cap Fund turns 19; converts Rs 1 lakh to Rs 22 lakh
As per the scheme information document with data as on September 30, 2023, the scheme has 8,11,916 folios.
Rs 10,000 monthly SIP in this smallcap mutual fund turns into Rs 15 lakh in 5 years
Nippon India Small Cap Fund(G) which predominantly invests in smallcap stocks has given extended internal rate of returns (XIRR) of over 37% according to data sourced from Ace Equities, earning Rs 8.80 lakh on the total investment of Rs 6 lakh made between February 22, 2019 and February 22, 2024. Meanwhile, the 5-year CAGR returns stand at 30.57%.
Looking for best mutual funds for SIP investment? Check top 10 winners of last 5 years
ETMutualFunds did some data crunching and found top 10 mutual funds that offered good returns in a five year horizon. These 10 schemes offered returns ranging between 33.22%-48.52% in five years.
How to calculate returns from mutual fund SIPs
Mutual fund SIPs: Here's a DIY approach to calculate the returns on investment in mutual funds either as a lump sum or through a SIP.
15 crore mutual fund investors, 120 lakh crore AUM: Is that possible?
"I would argue that the real challenge is decision-making under uncertainty. Any decision regarding money and investments involves stress since it has an impact on people’s future, their families’ future and you are never sure that you have made the right decision," says Ganesh Mohan, CEO of Bajaj Finserv AMC.
60% equity schemes fail to beat benchmarks in three years on SIP investments
We considered equity categories such as large cap, large & mid-cap, mid cap, small cap, flexi cap, focused, contra, value-oriented, and ELSS categories for the study. The three-year XIRR returns of the schemes were compared to their respective current benchmark performances during the same horizon. The SIP returns for the three-year horizon were calculated for the period July 31, 2020 to July 31, 2023.
5 top large cap schemes offer more than 13% SIP returns in 10 years
Mutual fund advisors say that investors have a negative perception about large cap mutual funds and are reaching the wrong conclusion from the underperformance of active large cap funds compared to passive funds.
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