Equity funds with the highest SIP returns in last three years
Broader market has even fallen more and are down by more than 20 per cent in the last eight months.
The equity market has fallen by more than 15 per cent in the last eight months and has remained flat in last one year. Broader market has even fallen more and are down by more than 20 per cent in the last eight months. Nevertheless, equity dedicated funds have performed better and their medium returns in last one year is 0.66 per cent. Even the number of funds that have given negative returns in last one year is 40 per cent and funds that generated positive return is 60 per cent.
Though in one-year funds are showing dismal performance reflecting the overall equity market returns, however, in three years, the funds look to have generated better returns.
Following is the list of funds with the highest three-year SIP returns and greater than 30 per cent
|
Fund Name
|
3 Yr SIP Ret (%)
|
|
Quant Small Cap Fund - Direct Plan
|
46.35
|
|
Quant Infrastructure Fund - Direct Plan
|
40.55
|
|
Canara Robeco Small Cap Fund - Direct Plan
|
38.96
|
|
Quant Tax Plan - Direct Plan
|
36.35
|
|
Kotak Small Cap Fund - Direct Plan
|
33.99
|
|
Quant Mid Cap Fund - Direct Plan
|
33.93
|
|
PGIM India Midcap Opportunities Fund - Direct Plan
|
33.67
|
|
Bank of India Small Cap Fund - Direct Plan
|
33.63
|
|
ICICI Prudential Smallcap Fund - Direct Plan
|
33.60
|
|
Nippon India Small Cap Fund - Direct Plan
|
33.54
|
|
ICICI Prudential Technology Fund - Direct Plan
|
32.18
|
|
Quant Flexi Cap Fund - Direct Plan
|
31.80
|
|
Quant Active Fund - Direct Plan
|
30.96
|
|
Edelweiss Small Cap Fund - Direct Plan
|
30.91
|
|
L&T Emerging Businesses Fund - Direct Plan
|
30.57
|
|
SBI Contra Fund - Direct Plan
|
30.22
|
This does not mean that it will keep on performing in future too. Following table shows performance of the above funds in last one year. Not all funds were able to perform in last one year. For example, Quant Small Cap Fund has given return of a mere 2.07 per cent in last one year and is ranked 18 in terms of category return.
|
Fund Name
|
1 Yr Ret (%)
|
Rank within Category
|
|
Quant Small Cap Fund - Direct Plan
|
2.07
|
18/26
|
|
Quant Infrastructure Fund - Direct Plan
|
12.5
|
3/20
|
|
Canara Robeco Small Cap Fund - Direct Plan
|
19.07
|
1/26
|
|
Quant Tax Plan - Direct Plan
|
6.94
|
3/36
|
|
Kotak Small Cap Fund - Direct Plan
|
7.75
|
9/26
|
|
Quant Mid Cap Fund - Direct Plan
|
9.29
|
2/28
|
|
PGIM India Midcap Opportunities Fund - Direct Plan
|
7.5
|
4/28
|
|
Bank of India Small Cap Fund - Direct Plan
|
6.33
|
13/26
|
|
ICICI Prudential Smallcap Fund - Direct Plan
|
14.6
|
2/26
|
|
Nippon India Small Cap Fund - Direct Plan
|
11.18
|
6/26
|
Following is the list of funds from different categories that have remained at the top of the SIP returns in last three years.
|
Fund Name
|
3 Yr SIP Ret (%)*
|
Category
|
|
Quant Small Cap Fund - Direct Plan
|
46.35
|
Small Cap
|
|
Quant Infrastructure Fund - Direct Plan
|
40.55
|
INFRA
|
|
Quant Tax Plan - Direct Plan
|
36.35
|
ELSS
|
|
Quant Mid Cap Fund - Direct Plan
|
33.93
|
Mid Cap
|
|
ICICI Prudential Technology Fund - Direct Plan
|
32.18
|
IT
|
|
Quant Flexi Cap Fund - Direct Plan
|
31.80
|
FLX
|
|
Quant Active Fund - Direct Plan
|
30.96
|
MLC
|
|
SBI Contra Fund - Direct Plan
|
30.22
|
VAL
|
|
ICICI Prudential India Opportunities Fund - Direct Plan
|
27.37
|
THEMATIC
|
|
Templeton India Equity Income Fund - Direct Plan
|
26.62
|
DIV Y
|
|
SBI Consumption Opportunities Fund - Direct Plan
|
24.07
|
Consumption
|
|
ICICI Prudential MNC Fund - Direct Plan
|
23.20
|
MNC
|
|
CPSE Exchange Traded Fund
|
23.11
|
PSU
|
|
ICICI Prudential Large & Mid Cap Fund - Direct Plan
|
22.11
|
L&MC
|
|
Quant Focused Fund - Direct Plan
|
19.83
|
LC
|
|
Tata Resources & Energy Fund - Direct Plan
|
19.74
|
Energy
|
|
Mirae Asset Healthcare Fund - Direct Plan
|
19.23
|
Pharma
|
|
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan - Direct Plan
|
18.33
|
INTL
|
|
Nippon India ETF PSU Bank BeES
|
13.91
|
BANK
|
|
SBI Magnum Equity ESG Fund - Direct Plan
|
12.96
|
T-ESG
|
*as on June 28, 2022
You should not make investment decision purely based on past performance and list only reflect the historical returns that may not replicate in future.