3 Top Rated Equity Fund SIPs Given Up To 48% Annualized Returns In 3 Years: Value Research Rated

Mutual funds are becoming more popular among indirect stock market participants because they offer the option of investing through a SIP. Those people who do not have a lump sum amount to invest might use this SIP option to invest and amass a significant amount over time. Here are the top 3 rated equity mutual fund schemes with the highest 3-year SIP annualized returns.

Quant Infrastructure Fund - Direct Plan

This is an Equity Infrastructure category mutual fund scheme from Quant Mutual Fund. It is an open-ended and highly risky rated equity fund. The scheme has worth Rs 583 Crore of Asset Under Management (AUM), and an expense ratio of 2.15%. However, its category expense ratio is 1.19%. 

Value Research has rated this fund 5-star. The fund's benchmark is NIFTY Infrastructure TRI. The fund invests in stock and equity-related products intending to make long-term gains. The fund primarily invests in the stock of companies engaged in or expected to benefit from infrastructure-related operations. As previously stated, these equity instruments are shares of infrastructure-related enterprises. 

For lump-sum investments, the minimum required amount is Rs 5,000, and for SIP investments, the minimum required amount is Rs 1,000. There is no lock-in period in this fund. It does, however, charge a 0.5% redemption fee if the investment is redeemed within 90 days. The fund has given 16.01% annual average returns since its inception. 

Canara Robeco Small Cap Fund - Direct Plan

This small-cap category mutual fund scheme is 3 years old launched by the house of Canara Robeco Mutual fund. It is an open-ended medium-sized fund of its category. Also, the fund is rated highly risky for investments. The Asset Under Management (AUM) of this fund is Rs 2559.96 crore. While its Net Asset Value (NAV) is Rs 23.98. The fund has a 0.4% expense ratio, while the category expense ratio is 0.76%.
 
Value research rated this fund 5-star as well as CRISIL. One can start investing in this fund with a minimum required investment amount of Rs 5,000 for a lump-sum payment, while Rs 1,000 for SIP and additional investment, respectively. The Lock-in period is not applicable in this fund. However, it charges 1% for redemption or exit load within 365 days of the investment tenure.

This small-cap mutual fund scheme aims to generate capital appreciation by investing predominantly in Small Cap stocks. The benchmark of this scheme is NIFTY Smallcap 250 TRI. Since its inception, the fund has given 30.19% annual average returns.

Quant Tax Plan - Direct Plan

If you are looking for tax savings and are also okay with a lock-in period, this Quant Tax Plan is good for you. As the name suggests, this is a tax saving mutual fund scheme, an ELSS category mutual fund. The scheme's Asset Under Management (AUM) is Rs 1,359 crore as of 31 May 2022. The recent declared Net Asset value (NAV) of the scheme is Rs 231.3032. Its expense ratio is 0.5%, while the category expense ratio is 1.12%. It is an open-ended highly risky fund of its category.

 
The fund is rated 5 stars by Value Research and CRISIL, respectively. The scheme aims to generate returns by investing predominantly in equity shares with growth potential. While the secondary objective of the fund is to give dividends and other income to the investors.  

 
Investment in this starts with the minimum required amount of Rs 500 for lump-sum payments, SIP, as well as an additional investment. As mentioned this scheme comes with a lock-in period, the lock-in period is 3 years. The benchmark of this fund is NIFTY 500 TRI. Since its inception, the fund has given 20.74% annual average returns. 

Annualised SIP Returns

Funds	1-Year	3-year	5-Year
Quant Infrastructure Fund	4.88%	47.42%	30.91
Canara Robeco Small Cap Fund	5.71%	44.77%
Quant Tax Plan	-0.57%	42.00%	29.88%

 

Disclaimer

Mutual Fund investments are subject to market risk. Read all terms and conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.