Looking for a mutual fund scheme that could give you market-beating returns? Here is a fund which has delivered superior returns over a five year period outperforming the index it is benchmarked against. An investment of Rs 10,000 per month via systematic investment plan (SIP) route over a period of five years in Quant Small Cap Fund's growth is worth nearly Rs 19 lakh today.
Quant Small Cap Fund(G) which predominantly invests in smallcap stocks has given extended internal rate of returns (XIRR) of 49% according to data sourced from Ace Equities, earning Rs 13 lakh on the total investment of Rs 6 lakh made between February 10, 2019 and February 10, 2024. Meanwhile, the CAGR returns stand at 59%.
The scheme which was launched on October 29, 1996 is benchmarked against Nifty Smallcap 250 - TRI and has given returns at an XIRR of 35% while at a CAGR of 40% during this period.
About the fund
The scheme falls under the Smallcap Fund category and has a nil lock-in period. The primary investment objective of the scheme is to offer capital appreciation and provide long-term growth opportunities by investing in a portfolio of small Cap companies.
The mutual fund scheme allocates a minimum of 65% of equity and equity related instruments of small cap companies with smallcap allocation going up to 100%. Depending upon the market situation the fund may also allocate debt and money market securities which will not go beyond 35% of the total assets. The scheme also allows units issued by REITs and InvITs with a cap of 10% of the total assets.
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New investors can invest with an amount of Rs 5,000 and any amount thereafter while for existing investors, Rs 1,000 and any amount thereafter is allowed. For Systematic Investment Plan (SIP), the minimum amount is Rs 1,000 and in multiples of Re 1 thereafter.
While mutual funds investment is a passive way of taking exposure to stock markets, it does not come without risk even though it is managed by professional fund managers.
According to Ace Equities, the adjusted net asset value (NAV) stands at Rs 266.23
The fund managers are Ankit Pande, Vasav Sahgal and Sanjeev Sharma.
Also Read: Top 5 equity mutual funds that have outperformed benchmarks. Check details
(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of Economic Times)
FAQs
Here is a fund which has delivered superior returns over a five year period outperforming the index it is benchmarked against. An investment of Rs 10,000 per month via systematic investment plan (SIP) route over a period of five years in Quant Small Cap Fund's growth is worth nearly Rs 19 lakh today.
How much will I get if I invest $10,000 for 5 years? ›
After entering all the values, click 'Calculate'. The calculator will display the estimated maturity value or the required investment amount to achieve your goal. For example, If you invest Rs 10,000 per month for 5 years at 12%, you will receive Rs 8.11 lakh on maturity.
How much will I get if I invest $10,000 in mutual funds? ›
You can invest just Rs 500 per instalment in a mutual fund through the SIP. How much Return Rs.10000 would create in 30 Years? If you invest Rs.10000 per month through SIP for 30 years at an annual expected rate of return of 11%, then you will receive Rs.2,83,02,278 at maturity.
Which is the best SIP for $10,000 per month? ›
Top 10 SIP plans for 10,000 rupees per month in 2024
| Mutual Fund | Risk Involved | Returns (%) |
|---|
| Canara Robeco Emerging Equities Fund | Very High | 20.84 |
| Motilal Oswal Focused Fund | Very High | 15.37 |
| PGIM India Flexi Cap Fund | Very High | 21.34 |
| Mirae Asset Large & Midcap Fund | Very High | 23.09 |
6 more rowsFeb 16, 2024
Step-up SIP: You can achieve your target of earning Rs. 1 crore in 5 years by starting with an SIP of Rs. 75,000 per month and increasing it by 10% annually. This option is good for those expecting their income to rise over time, allowing them to progressively invest more.
Is SIP better than fd? ›
SIPs can be used for investing in all mutual funds, but they are typically more popular for investing in equity funds. On the other hand, FDs require you to invest a lump sum at once, earning a fixed interest rate until the deposit matures. FDs are widely considered safer, offering guaranteed returns.
How much will $10,000 be worth in 20 years? ›
The table below shows the present value (PV) of $10,000 in 20 years for interest rates from 2% to 30%. As you will see, the future value of $10,000 over 20 years can range from $14,859.47 to $1,900,496.38.
What is the future value of $10,000 on deposit for 5 years? ›
What is the future value of $10,000 on deposit for 5 years at 6% simple interest? Hence the required future value is $13,000.
What is the SIP of 10,000 per month for 20 years? ›
Which investment strategy will help build Rs 1 crore corpus?
| Rs 10,000 SIP/month |
|---|
| Time-period | Total investment | Returns (12%) |
|---|
| 20-years | 24,00,000 | 75,91,479 |
| 25-years | 30,00,000 | 1,59,76,351 |
| 30-years | 36,00,000 | 3,16,99,138 |
3 more rowsMar 16, 2024
Consider investing Rs 15,000 per month for 15 years and earning 15% returns. After 15 years, the total wealth will be Rs 1,00,27,601 (Rs. 1 crore). According to the compounding principle, if we implement these very same returns and contributions for another 15 years, the amount we accumulate grows enormously.
An investor may generate at least 48 lakhs by investing 20,000 per month for 10 years. If one sees and analyses the returns on investment under SIP schemes, one may examine how they can build a corpus by investing 20,000 per month for 10 years under SIP schemes.
What if I invest $5000 a month in SIP for 3 years? ›
A monthly SIP of Rs. 5000 for 3 years would have become Rs. 2.38 Lakhs from the total of Rs. 1.8 Lakhs invested over the time period.
Which SIP gives 40% return in India? ›
Two from JM Mutual Fund
Two schemes from JM Mutual Fund — JM Value Fund and JM Flexicap Fund — gave an XIRR of 40.80% and 40.58%, respectively, in the last three years. A monthly SIP of Rs 10,000 in these two schemes would have been Rs 6.31 lakh and Rs 6.29 lakh, respectively.
How to invest RS 10,000 in India for high returns? ›
Bank Deposits:
Fixed deposits (FDs) and recurring deposits (RDs) provide guaranteed returns over a fixed period, making them suitable for short-term goals or emergency funds. With 10,000 rupees, you can open an FD or RD account and earn interest on your investment, ensuring capital preservation and steady growth.
Which SIP gives the highest return? ›
Here are the details of top 8 best SIP plan funds for 5 years sorted as per annualised returns.
- Tata AIA Top 200 Fund. ...
- Max Life High Growth Fund. ...
- HDFC Standard Life Discovery Fund. ...
- Aditya Birla Sun Life Individual Multiplier Fund. ...
- Bajaj Allianz Accelerator Mid-Cap Fund II. ...
- ICICI Prudential Opportunity Fund.
How much is Rs. 5,000 for 5 years in SIP? If you invest Rs. 5,000 per month through SIP for 5 years, assuming 12% return. The estimate total returns will be Rs. 1,12,432 and the estimate future value of your investment will be Rs. 4,12,431.
How much will $10,000 invested be worth in 10 years? ›
The $27,612.66 figure is based on $10,000 invested with the S&P 500's historical average annual return of 10.2%, but real-world results will vary.
What happens if I invest 20 000 a month in SIP for 5 years? ›
Value of INR 20,000 per Month in SIP
If an investor invests INR 20,000 per month for a period of 5 years, he will be able to earn INR 17 lakh as the overall income generated from SIP. The total investment in the tenure of 5 years will be only INR 12 lakh.
How much to invest per month to become a millionaire in 5 years? ›
Suppose you're starting from scratch and have no savings. You'd need to invest around $13,000 per month to save a million dollars in five years, assuming a 7% annual rate of return and 3% inflation rate. For a rate of return of 5%, you'd need to save around $14,700 per month.
