Top Flexi Cap Fund vs Multi Cap Mutual Funds with Highest SIP Returns in 10 Years: Rs 25,000 monthly investment in No. 1 fund has grown to Rs 90.81 lakh

Parag Parikh Flexi Cap Fund

In 10 years, Parag Parikh Flexi Cap has given a 20.92 per cent annualised return. Its assets under management (AUM) are Rs 1,03,868 crore, while its net asset value (NAV) is Rs 92.46. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 20.16 per cent since its launch in May 2013. 

With an expense ratio of 0.63 per cent, the fund has Rs 1,000 as a minimum SIP investment and Rs 1,000 and a minimum lump sum investment. With a monthly investment of Rs 25,000, the fund has grown to Rs 90,42,000 in 10 years.

HDFC Flexi Cap Direct Plan

In 10 years, HDFC Flexi Cap Fund has given a 19.87 per cent annualised return. Its assets under management (AUM) are Rs 75,784 crore, while its net asset value (NAV) is Rs 2,172.3. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 17.24 per cent since its launch in January 2013. 

With an expense ratio of 0.72 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. With a monthly investment of Rs 25,000 and a total investment of Rs 16.8 lakh in the following 7 years, the fund has grown to Rs 85,45,000 in 10 years.

Quant Multi Cap Fund

In 10 years, the Quant Flexi Cap Fund has given a 20.99 per cent annualised return. Its assets under management (AUM) are Rs 9,927 crore, while its net asset value (NAV) is Rs 693.71. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 19.63 per cent since its launch in January 2013. 

With an expense ratio of 0.58 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. A monthly SIP investment of Rs 25,000 and a total investment of Rs 30 lakh has grown to Rs 90,81,000 in 10 years.

Sundaram Multi Cap Fund

This Sundaram Multi Cap Fund has delivered a 17.28 per cent annualised return in 10 years. It has a fund size of Rs 2,773 crore and a unit price of Rs 426.52. Its benchmark is the Nifty 500 Multicap 50:25:25 TRI, and since its launch in January 2013, it has achieved an annualised return of 16.79 per cent.

With an expense ratio of 0.94 per cent, the fund’s minimum investment requirements are Rs 500 for SIPs and Rs 5,000 for lump sum. In 10 years, a Rs 25,000 monthly SIP investment has grown to Rs 74,30,000.

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