SIP Returns - large cap fund,large cap fund Performance Tracker | Mutual funds with highest returns - Moneycontrol.com (2024)

FAQs

Which SIP gives 15% return? ›

Yes. You can partially withdraw your mutual fund SIP investment at any time. Also, there's no limit to the number of partial withdrawals you can make.

There are eight large cap mutual funds which have delivered over 40 percent return in the past one year. These include Quant Large Cap Fund, Bank of India Bluechip Fund, JM Large Cap Fund and Nippon India Large Cap Fund, among others.

Gold mutual funds have shown strong performance; some have delivered over 20% return in the past 6 months. SBI Gold gave over 24% return and Quantum Gold Saving Fund gave over 23% return in the same period.

Around eight small cap, three mid cap, one contra, ELSS, flexi cap, and multi cap schemes featured on the list. In the list of equity schemes that gave over 30% return in the last three years, four schemes were from Quant Mutual Fund, two schemes were from HDFC Mutual Fund and Nippon India Mutual Fund each.

If you invest 5,000 INR per month for a period of 20 years and you estimate a return of 12% then you can expect the value of your investment to be around 50 lakh rupees. If you instead invested for 30 years and the rate of return remained the same then the value of your investment would be around 1.7 crore rupees.

How to build Rs 1 cr corpus in 5 years though SIP investment. Naveen Kukreja, Co-founder & CEO, Paisabazaar, says that assuming an annualised return of 12 per cent, one needs to invest Rs 1.20 lakh per month through the SIP route to get a Rs 1 crore corpus.

Is it normal for SIPs to experience losses? Yes, SIPs, like any market-linked investment, can go through phases of negative returns due to market volatility. This is a normal part of the investment process.

Is SIP tax free? ›

Is SIP tax-free? SIPs themselves are not tax-free, but they can be a powerful tax-saving tool. Here is why: SIPs are a way to invest in certain mutual funds, like Equity Linked Saving Schemes (ELSS).

Further, while the potential for growth in mid and small caps still exists, the heightened risk and anticipated market volatility lean in favour of large caps for steady long-term growth. For long-term SIP, we at Moneyfront would recommend the following funds: >> Pru ICICI Nifty 50 Index Fund.

As you know there are no fixed returns in mutual funds but you can expect around 8% - 10% in Debt hybrid funds, around 10% - 12% in equity hybrid funds and 12%-15% in equity funds if you have a long-term horizon.

What is 15-15-15 Rule? The rule says to achieve the goal of earning Rs 1 crore, an investor should invest Rs 15,000 monthly through SIP for 15 years, considering a 15% annual return from an equity fund. Consistent adherence to this strategy can lead to significant wealth accumulation.

The large cap mutual funds that have delivered healthy CAGR returns of more than 12 percent per annum in the past five years include Nippon India Large Cap Fund, Canara Robeco Bluechip Equity Fund, ICICI Prudential Bluechip Fund, Baroda BNP Paribas Large Cap Fund, SBI Bluechip Fund and HDFC Top 100 Fund.

General ROI: A positive ROI is generally considered good, with a normal ROI of 5-7% often seen as a reasonable expectation. However, a strong general ROI is something greater than 10%. Return on Stocks: On average, a ROI of 7% after inflation is often considered good, based on the historical returns of the market.