Value Research Rated Top 4 Mutual Fund SIPs, Ticked Upto 135% Returns In 2 Yrs, By Kotak Fund House

Kotak is a reputed fund house for mutual funds and SIPs with high fund sizes, that can assure you of good liquidity. At present, the mutual fund industry is gaining momentum. Commenting on that, Mr. Akhil Chaturvedi, Chief Business Officer, Motilal Oswal AMC said, "These trends reflect the sign of maturity in investors' mindset. SIP contribution remaining above Rs. 12,000 indicates better awareness among retail investors about the long-term orientation of equity investments and understanding of current volatility as a part and parcel of equity investing. Instead of reading too much into net equity inflow dipping, the heartening thing to note is that both net equity inflow and net inflow into hybrid funds remained resilient despite relentless selling by FPIs and market correction during the year so far."

Here top 4 mutual fund SIPs have been discussed by the said fund house, with their previous returns.

1. Kotak Bluechip Fund - Direct Plan - Growth

Kotak Bluechip Fund's NAV stood at Rs. 384.74, and its fund size is Rs. 4278.65 Crore. This fund has been rated 5 star by reputed rating agency Value Research.

In the last 1 year its SIP return stood at -3.92%, in the last 2 years it has fetched 11.44% returns, in the last 3 years it has fetched 27.13% returns, and in the last 5 years it has fetched 42.10% returns. In the past 2 years, this Fund's annualized returns of SIP stood at 10.80%, and stood at 16.23% in the past 3 years.

In the last 1 year its mutual fund return stood at 1.85%, in the last 2 years it has fetched 55.47% returns, in the last 3 years it has fetched 51.25% returns, and in the last 5 years it has fetched 76.13% mutual fund returns. In the past 2 years, this Fund's annualized mutual fund returns stood at 24.69%, outperforming the category average at 44.55%.

2. Kotak Small Cap Fund - Direct Plan - Growth

Kotak Small Cap Fund's NAV stood at Rs. 170.77, and its fund size is Rs. 7192.24 Crore. This fund has been rated 4 star by reputed rating agency Value Research.

This fund's absolute returns of SIP has been the most lucrative in long-term. In the last 1 year its SIP return stood at -4.04%, in the last 2 years it has fetched 30.25% returns, in the last 3 years it has fetched 65.32% returns, and in the last 5 years it has fetched 86.10% returns. In the past 2 years, this Fund's annualized returns of SIP stood at 27.74%, and stood at 35.55% in the past 3 years.

In the last 1 year its mutual fund return stood at 6.47%, in the last 2 years it has fetched 135.21% returns, in the last 3 years it has fetched 121.66% returns, and in the last 5 years it has fetched 119.56% mutual fund returns. In the past 2 years, this Fund's annualized mutual fund returns stood at 47.18%, however the category average was marginally better at 24.48%.

3. Kotak Flexi Cap Fund - Direct Plan - Growth

Kotak Flexi Cap Fund's NAV stood at Rs. 52.91, and its fund size stood at Rs. 35,090.68 Crore. This fund has been rated 3 star by reputed rating agency Value Research.

In the last 1 year its SIP return stood at -5.13%, in the last 2 years it has fetched 8.35% returns, in the last 3 years it has fetched 21.15% returns, and in the last 5 years it has fetched 33.43% returns. In the past 3 years, this Fund's annualized returns of SIP stood at 12.87%, and in the past 2 years it stood at 7.92%.

This mutual fund's annualized returns were quite well in the past 2 years. In the last 1 year its mutual fund return stood at -1.06%, in the last 2 years it has fetched 46.75% returns, in the last 3 years it has fetched 36.89% returns, and in the last 5 years it has fetched 64.71% mutual fund returns. In the past 2 years, this Fund's annualized mutual fund returns stood at 21.14%, although the category average was marginally higher at 25.46%.

4. Kotak Tax Saver Fund - Direct Plan - Growth

Kotak Tax Saver Fund's NAV stood at Rs. 75.54, and its fund size stood at Rs. 2606.35 Crore. This fund has been rated 4 star by reputed rating agency Value Research.

In the last 1 year its SIP return stood at -3.07%, in the last 2 years it has fetched 14.52% returns, in the last 3 years it has fetched 30.75% returns, and in the last 5 years it has fetched 46.48% returns. In the past 3 years, this Fund's annualized returns of SIP stood at 18.22%, and in the past 2 years it stood at 13.64%.

In the last 1 year its mutual fund return stood at 3.15%, in the last 2 years it has fetched 62.30% returns, in the last 3 years it has fetched 53.32% returns, and in the last 5 years it has fetched 80.59% mutual fund returns. In the past 2 years, this Fund's annualized mutual fund returns stood at 27.40%, although the category average was marginally higher at 29.93%.

Disclaimer

Investing in equities/mutual funds/SIPs poses a risk of financial losses. Investors must therefore exercise due caution. Greynium Information Technologies, and the author are not liable for any losses caused as a result of decisions based on the article.

(Data mentioned as on July 7, 2022)