Small Cap Funds SIP calculation: Direct Plans of as many as six small-cap mutual fund schemes have given 45% or extra annualised returns to buyers in three years, in response to information on AMFI’s web site on the time of writing on June 20.

The highest-performing scheme on this interval has given 60% annualised returns on this interval whereas 5 different schemes have given returns between 45% to 50% in three years.

The SIP calculator reveals {that a} month-to-month funding of Rs 25,000 in any of those funds may have grown to over Rs 19 lakh in three years (at 45% returns) and greater than Rs 25 lakh (at 60% returns). A month-to-month SIP of simply Rs 5000 in these funds may have grown to approx Rs 3.8 lakh (at 45% returns) and Rs 5 lakh (at 60% returns). Let’s have a look at the person returns of those funds below direct and common plans:

Quant Small Cap Fund

The direct plan of Quant Small Cap Fund has given 60.96% returns whereas the common plan has given 58.51% returns in three years.

Canara Robeco Small Cap Fund

The direct plan of Canara Robeco Small Cap Fund has given 45.61% returns whereas the common plan has given 43.21% returns in three years.

Additionally Learn: Energetic vs Passive Mutual Fund: The distinction it’s best to know earlier than investing

HDFC Small Cap Fund

The direct plan of HDFC Small Cap Fund has given 45.03% returns whereas the common plan has given 43.62% returns in three years.

HSBC Small Cap Fund

The direct plan of HSBC Small Cap Fund has given 45.22% returns whereas the common plan has given 43.48% returns in three years.

Nippon India Small Cap Fund

The direct plan of Nippon India Small Cap Fund has given 48.07% returns whereas the common plan has given 46.77% returns in three years.

ICICI Prudential Smallcap Fund

The direct plan of ICICI Prudential Smallcap Fund has given 44.93% returns whereas the common plan has given 42.97% returns in three years.

Disclaimer: The above content material is for data functions solely primarily based on AMFI web site information as of June 19, 2023. Mutual Funds are topic to market dangers. There is no such thing as a assurance or assure that the above funds will give the identical returns in future. Buyers are suggested to seek the advice of their monetary advisors earlier than investing.

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