Mutual Funds With Highest SIP Returns: Many of them have asked me which are the best SIP mutual funds to invest in 2022, or which are the best SIP mutual funds to invest in for the highest growth in 2022 for the long term.
So, don’t worry about that today I will discuss the Top 5 Mutual Funds with Highest SIP Returns in 10 years.
1. ICICI Prudential Bluechip Fund
This is an open-ended mutual fund that invests more than 85 percent of its total assets in large-cap equities stocks. Long-term capital appreciation is its investing goal.
The fund focuses on high-growth blue-chip companies and has a “buy and hold” strategy.
It offers a well-diversified portfolio covering numerous industries, with top performers from each field included. ICICI Bank, HDFC Bank, and Infosys are among the scheme’s top holdings.
This plan will prove to be a decent alternative for you if you are an investor searching for fair profits over a certain investment horizon (4-5 years).
2. Kotak Equity Opp Fund
It’s a wholly-owned subsidiary of Kotak Mahindra Bank Limited (KMBL) that manages the Kotak Mahindra Mutual Fund (KMMF). KMMF programs have roughly 21 lakh investors.
This fund has an AUM of Rs 9,556 crore as of 18 May 2022, with a minimum SIP of Rs 1,000. This fund has a 3-year rolling return of 22.44 percent, a 3-year CAGR of 18.17 percent, and an expense ratio of 0.60 percent.
3. HDFC Small Cap Fund
This fund has a small-cap stock holding of roughly 72 percent of its assets, a mid-cap holding of 25%, and a large-cap position of 2%. As a result, it is classified as an aggressive fund.
Its debt cash holdings are estimated to be roughly 12.5%. As a result, it’s one of the more aggressive small-cap funds. This system takes a balanced approach, with equal weighting given to defensive industries like software and entertainment and consumer-driven sectors like banking.
The main holdings of this plan are NIIT Technologies (3.33%), Inox Leisure (2.73%), and Sonata Software (2.98%). It’s a must-have small-cap fund that has delivered exceptional long-term and short-term gains.
4. SBI Large & Midcap Fund
SBIFML is a joint venture between SBI and AMUNDI (France), a major fund management firm in the globe. SBIFMPL is now owned by SBI, which controls 63 percent of the company.
The fund’s minimum SIP is Rs 500, with a 1.18 percent cost ratio and an AUM of Rs 6,598 crore. This fund’s three-year rolling return is 22.89 percent, and its three-year CAGR is 17.86 percent as of May 18, 2022.
5. Canara Robeco Bluechip Equity Fund
In August 2010, the large-cap equity fund was established. It now has an asset value of Rs 6,020 crore and a 0.38 percent expense ratio. The expenditure ratio is lower than the 1.13 percent category average.
It’s been one of the most reliable strategies. Mr. Shridatta Bhandwaldar is the Head of Equities at Canara Robeco Asset Management Company, and his colleague Mr. Vishal Mishra runs the Canara Robeco Bluechip Equity Fund.
Despite being completely invested in stocks, the fund has demonstrated the capacity to successfully minimize the losses during market turmoil and bear periods.
This is due to a sound investing strategy and a portfolio of roughly 50 equities, with 74 percent invested in large-caps and 9% in midcaps. According to the portfolio as of 31 January 2022, the fund has avoided having any smallcap exposure.
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