The highest funds within the listing have been small cap funds. Quant Small Cap Fund and Nippon India Small Cap Fund provided 25.32% and 23.84% XIRR respectively on SIP investments within the final 10 years.
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Motilal Oswal Midcap Fund delivered an XIRR of twenty-two.58% on SIP investments within the final 10 years, adopted by Quant ELSS Tax Saver Fund which gave 21.94% XIRR in the identical interval. Edelweiss Mid Cap Fund delivered an XIRR of 21.85% based mostly on comparable parameters.
Two funds from Quant Mutual Fund – Quant Flexi Cap Fund and Quant Mid Cap Fund – delivered an XIRR of 21.22% and 21.20% respectively in the identical time interval. HDFC Mid Cap Fund and HDFC Small Cap Fund provided an XIRR of 20.97% and 20.55% respectively on SIP investments within the final 10 years.
Kotak Rising Fairness Fund, the second largest mid cap fund, provided an XIRR of 20.42% on the SIP investments made 10 years in the past. The scheme was adopted by SBI Contra Fund which is the biggest and oldest contra fund. It gave an XIRR of 20.16% on SIP investments within the talked about timeframe.
Kotak Small Cap Fund, a outstanding small cap fund, delivered an XIRR of 20.11% within the final 10 years based mostly on the identical parameters.
Parag Parikh Flexi Cap Fund, the biggest energetic fund and the biggest flexi cap fund based mostly on property managed, delivered an XIRR of 20.07% in the identical time horizon.
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Different funds
Different 139 funds within the listing delivered an XIRR ranging between 10.98% to 19.87% on SIP investments within the final 10 years. DSP Small Cap Fund provided 19.87% XIRR whereas Motilal Oswal Targeted Fund provided the bottom XIRR of 10.98% in the identical interval.
We thought-about all fairness funds excluding sectoral and thematic funds. We thought-about common and development choices. We calculated the SIP efficiency for the final 10 years i.e. SIP made on June 27, 2015.
Observe, the above train isn’t a advice. The train was executed to seek out which fairness mutual funds gave over 20% XIRR on SIP investments within the final 10 years. One shouldn’t make funding or redemption selections based mostly on the above train.
One ought to at all times take into account danger urge for food, funding horizon, and objectives earlier than making any funding selections.
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(Disclaimer: Suggestions, strategies, views and opinions given by the specialists are their very own. These don’t signify the views of The Financial Occasions)
