Top 7 SIP Funds With Highest Returns in 10 Years: Rs 10,000 SIP investment on No. 1 fund has ballooned to Rs 49,01,150

Top 7 SIP Funds With Highest Returns in 10 Years: Systematic Investment Plan (SIP) is a popular way to invest in mutual funds. The method is quite popular among investors who have a long-term investment horizon. Patience pays in equity mutual fund investment, and despite the market going through many fluctuations in the previous decade, many mutual funds have emerged triumphant, delivering over 20 per cent annualised SIP return in the same time frame.

The top fund has given a 26.82 per cent annualised SIP return, while the 10th-placed has given a 22.36 per cent annualised return.

Here, we take you through the top 7 funds that have given the highest annualised SIP return in the last decade.

Also know which of them has given the highest capital gains on an Rs 10,000 monthly SIP investment. 

Quant Small Cap Fund – Direct Plan

The fund has given a 26.82 per cent annualised SIP return in 10 years.

It has assets under management (AUM) of Rs 28,205 crore, while its net asset value (NAV) is Rs 285.2570.  

Benchmarked against NIFTY Smallcap 250 TRI, the fund has given an 18.51 per cent annualised return since its debut in January 2013.

With an expense ratio of 0.66 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. 

A Rs 10,000 monthly SIP investment in the 10-year period, or a total investment of Rs 12,00,000, has grown to Rs 49,01,150.

Nippon India Small Cap Fund – Direct Plan

The fund has given a 25.05 per cent annualised SIP return in the 10-year time frame.

Its AUM is Rs 63,007 crore, while its NAV is Rs 193.5006.  

Benchmarked against NIFTY Smallcap 250 TRI, the fund has given a 25.72 per cent annualised return since its inception in January 2013.

At an expense ratio of 0.64 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment each. 

A Rs 10,000 monthly SIP investment in 10 years has converted into Rs 44,59,634.

Motilal Oswal Midcap Fund – Direct Plan

The fund has given a 23.97 per cent annualised SIP return for the 10-year period.

It has an asset base of Rs 33,053 crore, while its unit price is Rs 118.0185.  

Benchmarked against NIFTY Midcap 150 TRI, the fund has given a 24.23 per cent annualised return since its launch in February 2014.

With an expense ratio of 0.68 per cent, the fund has Rs 500 as the minimum SIP and lump sum investment each. 

A Rs 10,000 monthly SIP investment in a 10-year time frame has jumped to Rs 42,08,743.

Quant ELSS Tax Saver Fund – Direct Plan

The fund has given a 23.58 per cent annualised SIP return in 10 years.

It has a fund size of Rs 11,329 crore, while its unit price is Rs 416.3257.  

Benchmarked against NIFTY 500 TRI, the fund has given a 20.81 per cent annualised return since its starting in January 2013.

At an expense ratio of 0.51 per cent, the fund has Rs 500 as the minimum SIP and lump sum investment each. 

A Rs 10,000 monthly SIP investment in the 10-year period has swelled to Rs 41,21,997.

Edelweiss Mid Cap Fund – Direct Plan

The fund has given a 23.50 per cent annualised SIP return in the 10-year time frame.

Its AUM is Rs 10,028 crore, while its NAV is Rs 119.8990.  

Benchmarked against NIFTY Midcap 150 TRI, the fund has given a 22.71 per cent annualised return since its beginning in January 2013.

With an expense ratio of 0.39 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each. 

A Rs 10,000 monthly SIP investment in 10 years has grown to Rs 41,03,606.

ICICI Prudential Infrastructure Fund – Direct Plan

The fund has given a 23.50 per cent annualised SIP return in the 10-year period.

It has an asset base of Rs 7,920 crore, while its NAV is Rs 216.5100.  

Benchmarked against BSE India Infrastructure TRI, the fund has given a 17.67 per cent annualised return since its launch in January 2013.

At an expense ratio of 1.14 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. 

A Rs 10,000 monthly SIP investment in a 10-year time frame has converted into Rs 41,03,606.

Invesco India Mid Cap Fund – Direct Plan

The fund has given a 23.26 per cent annualised SIP return in 10 years.

It has a fund size of Rs 7,424 crore, while its unit price is Rs 215.5400.  

Benchmarked against BSE 150 MidCap TRI, the fund has given 22.09 per cent annualised return since its inception in January 2013.

With an expense ratio of 0.63 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. 

A Rs 10,000 monthly SIP investment in 10-year period has jumped to Rs 40,50,603.