Top Flexi Cap Fund vs Multi Cap mutual funds have the highest SIP return in 10 years: Fund 1 investment of Rs 15,000 has grown to Rs 90.81 lakh
Parag Parikh Flexi Cap Fund
The annual rated earnings of Parag Parikh Flexi Cap are 20.92% over 10 years. Its assets under management (AUM) are Rs 1,03,868 crore and its net asset value (NAV) is Rs 92.46. The fund is based on the Nifty 500 TRI and has an annual return of 20.16% since its launch in May 2013.
The fund has a fee ratio of 0.63%, a minimum sip investment and Rs 1,000 and a minimum one-time investment. The fund invests Rs 25,000 per month and has grown to Rs 90,42,000 in 10 years.
HDFC Flexi Cap Direct Plan
The annual salary of the HDFC Flexi Cap Fund is 19.87% in 10 years. Its assets under management (AUM) are Rs 75,784 crore, while its net asset value (NAV) is Rs 2,172.3. The fund is based on the Nifty 500 TRI and has grown at 17.24% annually since its launch in January 2013.
The fund has a fee ratio of 0.72%, with a minimum SIP investment of Rs 500 and a minimum one-time investment of Rs 1,000. Over the next seven years, the monthly investment was Rs 25,000 and the total investment was Rs 16.8 lakh, and the fund has grown to Rs 85,45,000 in 10 years.
Quantitative multi-cap fund
In 10 years, the Quant Flexi Cap Fund gave an annual return of 20.99%. Its assets under management (AUM) are Rs 99,27 crore and its net asset value (NAV) is Rs 693.71. The fund is based on a benchmark against the Nifty 500 TRI, with an annual growth rate of 19.63% since its launch in January 2013.
The fund has a fee ratio of 0.58%, with a minimum sip investment of Rs 1,000, with Rs 5,000 as the minimum one-time investment. In 10 years, the monthly SIP investment was Rs 25,000, with a total investment of Rs 3 million, reaching Rs 90,81,000.
Sundaram Multi-Hat Fund
The Sundaram multi-CAP fund provides an annual return of 17.28% over 10 years. Its capital scale is 277.3 billion rupees and its unit price is 426.52 rupees. Its benchmark is the Nifty 500 Multicap 50:25:25 TRI, which has an annual return rate of 16.79% since its launch in January 2013.
The minimum investment requirement for the fund is 0.94%, the minimum investment requirement for SIPS is Rs 500 and the one-time total is Rs 5,000. In 10 years, the monthly SIP investment of Rs 25,000 has grown to Rs 74,30,000.
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