In the last 3 years, this small-cap mutual fund SIP has given annual returns of around 24.70 per cent and total returns of around 94 per cent. The annual category return during this period is around 22 per cent.
Mutual fund calculator: If an investor is looking to invest for a long time, it is advisable to invest in small-cap mutual funds. As per Value Research’s suggestion, investors should not invest in such small-cap mutual funds whose time frame is less than 7 years.
On the other hand, if the investment target of an investor is 7 years or more, then small-cap mutual funds can be a great equity option for investment. A better example of this is Nippon India Small Cap Fund, which has given tremendous returns. In the last seven years, ₹ 10,000 monthly SIP investment in this scheme has increased to ₹ 17.58 lakh.
Mutual Fund Return Calculator
This small-cap mutual fund SIP has given annual returns of around 24.70 per cent and total returns of around 94 per cent in the last 3 years. The annual category return during this period is around 22 per cent. In the last 5 years, this fund has given 17.45 per cent annual return while its total return during this period has been 123.68 per cent.
The category return during this period has been 13.60 per cent. Similarly, since its inception on 16 September 2010, this mutual fund scheme has given an annual return of around 20 per cent, while its total return during this period is more than 750 per cent.
SIP calculator
If an investor had invested ₹10,000 per month in this scheme in SIP mode three years ago, it would have grown to ₹5.86 lakh in this period. Had the investor started a monthly SIP of ₹10,000 5 years ago, it would have grown to ₹10.49 lakh today. Similarly, if an investor had started a ₹10,000 monthly SIP in this small-cap mutual fund plan 7 years ago, it would have become ₹17.58 lakh today.
These funds gave excellent returns
Nippon India Small Cap Fund – Direct Plan, SBI Small Cap Fund – Direct Plan, Axis Small Cap Fund – Direct Plan, Kotak Small Cap Fund – Direct Plan and Canara Robeco Small Cap Fund – Direct Plan among other small There are capped mutual fund plans that have given great returns to their investors over a long period of time.
