Those who started SIP of Rs 10,000 in Kotak Small Cap Fund three years ago, today their deposit has reached Rs 6.17 lakh. The trailing return of this fund in three years is 38.36 percent.
equity mutual fund investment
Investing in Equity Mutual Funds can raise a good amount in a short period of time. Although equity fund We have to take care of the risk so that there is no risk on the deposited capital and also the returns do not sink. For this, Systematic Investment Plan or SIP is considered best. Through SIP, you can earn a significant amount by investing in different small cap funds. Here we are looking to raise Rs 6 to 7 lakhs from monthly SIP of Rs 10,000, that too in just 3 years. Let us know in which small cap funds one can raise such amount by depositing money.
The first plan in this is Quant Small Cap Fund-Direct Plan. This plan started on 1 January 2013. From the beginning till now, the growth rate of this plan has been better and the returns have also got bumper. If we look at the average return every year, it is around 15.21 percent while for the last one year it has given a return of 0.17 percent. A SIP of Rs 10,000, which was started three years ago in Quant Small Cap Fund, has reached Rs 7.18 lakh today. The three-year return is running around 49%. The 5-year return is around 21 percent. If we look at the basis of 5 years, the SIP of Rs 10,000 has turned into about Rs 13.5 lakh today.
small cap fund returns
After this, the second fund is Edelweiss Small Cap Fund-Direct Plan. This fund was started on February 7, 2019. Since its inception, it has given returns of 31.15 per cent to its clients. In one year, this fund has given a return of 11.75 percent. In the last three years, this fund has given a trailing return of 37%. This shows that those who started SIP of Rs 10,000 in Edelweiss Small Cap Fund three years ago, today their deposits have reached Rs 6.08 lakh. The fund has investments in capital goods, financial, materials, services and chemical industries.
Advantages of Kotak Small Cap Fund
The next fund is Kotak Small Cap Fund – Direct Plan. This fund was started on 1 January 2013. Since inception, this fund has given 20.56 percent return every year. In the last one year, the return of 8.94 percent has been given. Those who started SIP of Rs 10,000 in this fund three years ago, today their deposit has reached Rs 6.17 lakh. The trailing return of this fund in three years is 38.36 percent and on this basis, the return of Rs 6.17 lakh has been calculated in three years. The fund has investments in materials, consumer discretionary, chemicals, metals and mining and capital goods industries.
This equity mutual fund gave bumper returns
The next fund is Nippon India Small Cap Fund – Direct Plan. This mutual fund was started on January 1, 2013. Since inception, this fund has given a return of 25.08 percent so far. An average return of 12.52 percent has been given every year. A monthly SIP of Rs 10,000, which was started three years ago, has turned into Rs 6.23 lakh today. This fund has given a return of 35.73 per cent in the last three years. The top 5 holdings of this company include TI Financial, Grameen Financial, NIIT, KPIT Engineering and HDFC Bank Ltd.
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