Mutual funds always reward investors in the medium to long term. Did you know that long-term investments in mutual funds have given investors enormous wealth? Over the last 20 years he has built a huge amount of wealth for his investors through SIP. In this article, we discuss 5 mutual funds that have earned 10,000 SIP between Rs 1.6 crore and Rs 1.9 crore. It also provides perspective on who can invest in such mutual funds.
How did you filter these mutual funds?
All stock investment trusts except sector funds are eligible.
We looked at the funds that have generated the best SIP returns over the last 20 years and filtered the top 5 funds out of them.
previously covered 10 mutual funds that turned 10,000 SIP into Rs 52 million in 10 years
Top 5 mutual funds that grew 10,000 SIP to Rs 1.9 billion
Below is a list of mutual funds, where they invest, the performance of the funds, and who can invest in these funds.
#1 – Sundaram Midcap Fund
Where will this fund invest?
This fund invests in mid-cap stocks. The fund defines “mid-cap” as “mid-cap” as stocks that do not exceed the 50th largest NSE-listed stock (after sorting by market capitalization).
How has this fund performed?
annual rate of return
Last 3 years – 28%
Last 5 years – 11%
Last 10 years – 18%
Last 20 years – 23%
SIP Return (Annual)
Last 3 years – 20%
Last 5 years – 18%
Last 10 years – 14%
Over the last 20 years – 17.6% (Rs. 1 lakh SIP grew to Rs. 1.9 billion)
OUR VIEWS ABOUT THIS FUND
This mutual fund invests in high-risk mid-cap stocks. The fund will deliver stable performance over the medium to long term. High-risk investors who wish to invest in the medium to long term can invest through SIP. If the term covered is less than 5 years he should avoid such funds.If only I could invest You can become a Crorepati by paying 5,000 per month through SIP.
#2 – Japan India Growth Fund
It’s still a mid-cap fund. The primary investment objective of the scheme is to achieve long-term capital growth by investing in equities and equity-related securities through a research-based investment approach.
How has this fund performed?
annual rate of return
Last 3 years – 34%
Last 5 years – 18%
Last 10 years – 19%
Last 20 years – 22.8%
SIP Return (Annual)
Last 3 years – 24%
Last 5 years – 24%
Last 10 years – 18%
Last 20 years – 17.5% (10,000 SIP grew to Rs 1.85 billion per month)
OUR VIEWS ABOUT THIS FUND
This mutual fund also invests in high-risk mid-cap stocks. It is an investment trust that demonstrates stable performance over the medium to long term of 5 to 20 years. Medium- and long-term investments are possible for high-risk investors. Again, don’t invest in the short term.
#3 – Quant Active Funds
This is a multi-cap mutual fund that invests in large, mid and small cap portfolios.
How has this fund performed?
annual rate of return
Last 3 years – 36%
Last 5 years – 21%
Last 10 years – 22%
Last 20 years – 19.5%
SIP Return (Annual)
Last 3 years – 21%
Last 5 years – 26%
Last 10 years – 21%
Over the last 20 years – 16.8% (Rs. 1 lakh SIP grew to Rs. 1.7 billion)
OUR VIEWS ABOUT THIS FUND
This is a multi-cap mutual fund that invests a minimum of 25% in large, mid and small cap caps per category. The fund has also performed well in the short, medium and long term. I’m not a big fan of multi-cap funds. This is because the investment strategies of multi-cap funds have limitations. It is considered a risky fund as it also invests in mid- and small-cap stocks. If you have a high risk appetite and are willing to invest in the medium to long term, you can invest through SIP.
#4 – Tata Mid Cap Growth Fund
This is still a medium-sized investment trust. This equity fund invests primarily in well-researched, growth-oriented mid-cap equities and equity-related securities.
How has this fund performed?
annual rate of return
Last 3 years – 28%
Last 5 years – 16%
Last 10 years – 20%
Last 20 years – 19.6%
SIP Return (Annual)
Last 3 years – 19%
Last 5 years – 20%
Last 10 years – 16%
Over the last 20 years – 16.5% (Rs. 1 lakh SIP grew to Rs. 1.6 billion)
OUR VIEWS ABOUT THIS FUND
This mutual fund also invests in mid-cap stocks, which increases the risk. This mutual fund offers stable performance over the short, medium and long term from 3 to 20 years. Investors with a high risk appetite can invest in such funds. Get-rich-quick investors and short-term investors should avoid such funds.
#5 – Franklin India Prima Fund
This is still a medium-sized mutual fund that invests in medium-sized stocks.
How has this fund performed?
annual rate of return
Last 3 years – 26%
Last 5 years – 12%
Last 10 years – 18%
Last 20 years – 20.1%
SIP return
Last 3 years – 18%
Last 5 years – 17%
Last 10 years – 16%
Over the last 20 years – 16.4% (Rs. 1 lakh SIP grew to Rs. 1.58 crore)
OUR VIEWS ABOUT THIS FUND
This mutual fund also invests in mid-cap stocks and is risky. This fund has also shown consistent performance over the short, medium and long term. An investor with a high risk appetite can invest in such a mid-cap fund for a period of 5 to 10 years.
What did you learn from this list?
If you look closely, four out of five mutual funds are mid-cap funds. I always say that mid-cap and small-cap mutual funds provide excellent returns for investors. As an example, if you want to: Generate 100 crore through SIP Mutual Fund, You should have mid and small cap funds in your portfolio. However, these are also more risky. In the short term, these funds may underperform the index, but in the medium to long term, they will consistently provide significant returns. Again, only investors with a high risk appetite should invest in such mid or small cap funds.
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