Low-cost, high-returns funds, because the phrases counsel, generate higher returns and have a low expense ratio. Ideally, buyers ought to go for this class whereas choosing a mutual fund scheme. Price in a MF is the overall expense ratio one has to bear to put money into varied schemes whereas returns are decided by the quantity the fund grows in a given interval.
We’ve listed under 5 mutual fund schemes with a low expense ratio however important returns.
1) Quant Small Cap Fund Direct Plan-Progress Fund
The expense ratio of the Quant Small Cap Fund – Direct Plan is 0.62% as on February 28, 2023. Its trailing returns over totally different time intervals are: 7.37% (1yr), 66.25% (3yr), 23.43% (5yr) and 15.3% (since launch). Whereas, class returns for a similar time period are: 0.49% (1yr), 38.71% (3yr) and 12.11% (5yr). The present internet asset worth (NAV) as of Could 23, 2023, is Rs 160.40 for the expansion possibility. The belongings beneath administration (AUM) is price Rs 3,301.73 crore as on February 28, 2023. The minimal funding required is Rs 5,000 and minimal extra funding is Rs 1,000. Minimal SIP funding is Rs 1,000.
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2) Quant Infrastructure Fund Direct-Progress FundThe expense ratio of Quant Infrastructure Fund – Direct Plan is 0.64% for direct plan as on February 28, 2023. Its trailing returns over totally different time intervals are: 7.96% (1yr), 55.21% (3yr), 20.93% (5yr) and 15.57% (since launch). Whereas, class returns for a similar time period are: 11.59% (1yr), 34.18% (3yr) and 10.5% (5yr). The present NAV as of Could 23, 2023, is Rs 24.18 for progress possibility. The AUM is price Rs 822.24 crore as of February 28, 2023. The minimal funding required is Rs 5,000 and minimal extra funding is Rs 1,000. Minimal SIP funding is Rs 1,000.
ETMarkets.com3) Nippon India Small Cap Fund Direct- ProgressThe expense ratio of Nippon India Small Cap Fund – Direct Plan is 0.86% as of February 28, 2023. Its trailing returns over totally different time intervals are: 8.73% (1yr), 47.56% (3yr), 16.75% (5yr) and 24.0% (since launch). Whereas, class returns for a similar time period are: 0.49% (1yr), 38.71% (3yr) and 12.11% (5yr). The present NAV as of Could 23, 2023, is Rs 110.05 for the expansion possibility of its direct plan. The AUM is price Rs 23,910.18 crore as of February 28, 2023. The minimal funding required is Rs 5,000 and minimal extra funding is Rs 1,000. Minimal SIP funding is Rs 1,000.
ETMarkets.com4) HSBC Small Cap Fund Direct-Progress Fund
The expense ratio of HSBC Small Cap Fund- Direct Plan is 0.77% as of February 28, 2023. Its trailing returns over totally different time intervals are: 5.12% (1yr), 44.61% (3yr), 12.71% (5yr) and 20.07% (since launch). Whereas, class returns for a similar time period are: 0.49% (1yr), 38.71% (3yr) and 12.11% (5yr). The present NAV as of Could 23, 2023, is Rs 55.80 for progress possibility of its direct plan. The AUM is price Rs 8,625.96 crore as of February 28, 2023. The minimal funding required is Rs 5,000 and minimal extra funding is Rs 1,000. Minimal SIP funding is Rs 500.
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5) Tata Small Cap Fund Direct – Progress Fund
The expense ratio of the Tata Small Cap Fund – Direct Plan is 0.26% as of February 28, 2023. Its trailing returns over totally different time intervals are: 17.12% (1yr), 44.02% (3yr) and 23.62% (since launch). Whereas, class returns for a similar time period are: 0.49% (1yr), 38.71% (3yr) and 12.11% (5yr). The present NAV as of Could 23, 2023, is Rs 27.46 for progress possibility. The AUM is price Rs 3,300.82 crore as of February 28, 2023. The minimal funding required is Rs 5,000 and minimal extra funding is Rs 1,000. Minimal SIP funding is Rs 500.
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(Disclaimer: Suggestions, ideas, views and opinions given by the consultants are their very own. These don’t signify the views of Financial Instances)
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