Top performing SIPs in the last five years

Top performing SIPs in the last five years

by 5paisa Research Team Last Updated: Dec 09, 2022 - 03:15 pm 50.3k Views
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SIPs have become the most convenient way of investing in mutual funds. Recently, they have crossed the Rs 10,000 crore mark.

Systematic Investment Plan (SIP) has been gaining popularity among Indian investors. It is reflected in the rise of investment through the SIP route. At the end of September 2021, investment through this route has crossed the import market of Rs 10,000. The reason for such a rise is its convenience in investing. It is an investment mode through which you can invest in mutual funds, a systematic method of investing fixed amounts of money periodically. This can be monthly, quarterly or semi-annual. You can choose the frequency accordingly.

In the last five years, on average 353 equity dedicated mutual funds have generated a SIP return of 21.87%. This means that every Rs 5000 invested every month for five years would have turned to Rs 5.46,255. Your total investment would be Rs 3,00,000.

Following is the list of Top 10 equity dedicated funds based on the last five-year SIP returns. 

Fund Name  

5 Yr SIP Ret (%)  

Point to Point Returns (%)  

Category  

Expense Ratio (%)  

Net Assets (Cr)  

Final Value of Rs 5000 Monthly SIP  

Baroda Multi Cap Fund - Direct Plan  

46.43  

27.22  

Multi-Cap  

1.54  

1,156  

₹ 11,75,069.85  

Edelweiss Greater China Equity Off-shore Fund - Direct Plan  

45.90  

29.68  

International  

1.43  

1,845  

₹ 11,54,777.73  

HDFC Index Fund - Sensex Plan - Direct Plan  

41.43  

21.59  

Large Cap  

0.2  

2,651  

₹ 9,98,428.10  

HDFC Top 100 Fund - Direct Plan  

39.82  

18.18  

Large Cap  

1.15  

21,520  

₹ 9,48,072.40  

Nippon India Large Cap Fund - Direct Plan  

36.92  

19.79  

Large Cap  

1.08  

11,332  

₹ 8,64,467.85  

BNP Paribas Large Cap Fund - Direct Plan  

35.62  

23.96  

Large Cap  

1.01  

1,237  

₹ 8,29,742.57  

Kotak Sensex ETF Fund  

35.46  

21.7  

Large Cap  

0.28  

21  

₹ 8,25,580.08  

IDFC Nifty ETF  

35.18  

21.34  

Large Cap  

0.08  

22  

₹ 8,18,353.18  

Franklin India Prima Fund - Direct Plan  

34.32  

22.52  

Mid Cap  

1.11  

8,157  

₹ 7,96,606.12  

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