Sep 26, 2023
These schemes were from small cap, ELSS, multi cap and flexi cap categories. Three small cap schemes, one ELSS, one mid cap and one flexi cap managed to triple SIP investments in 10 years.
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Four schemes from the Quant Mutual Fund helped investors multiply wealth. Quant Small Cap Fund: 3.37xQuant Tax Plan: 3.34xQuant Active Fund: 3.09xQuant Flexi Cap Fund: 3.09x
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Nippon India Small Cap Fund multiplied investors' wealth by 3.7 times. It offered 24.75% XIRR in 10 years. If you had invested Rs 1.2 lakh, it would have been Rs 4,42,627.86.
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SBI Small Cap Fund multiplied investor’s wealth by 3.32 times. It gave 22.80% XIRR in 10 years. Your investment of Rs 1.2 lakh would have become Rs 3,98,338.09.
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Don't focus solely on these returns and make investment decisions. These schemes have different risk profiles. They also have different return potentials.
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Always choose schemes based on your objectives, horizons, and risk tolerance. For example, conservative equity investors should invest in large cap schemes. Moderate investors should invest in flexi cap schemes.
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