Small-cap mutual funds have become the darling of mutual fund (MF) investors as they are delivering amazing returns to existing investors. Although small caps are considered to be very risky, the 'risk hai toh ishq hai' line from Harshad Mehta's web series Scam 1992 is a reminder that we need to take some risks in our life at a certain point to reap benefits. Nippon India Small Cap Fund - Regular Plan is one such small-cap mutual fund plan that has given stellar returns, and grown the money of its investors.
Your investment decision should not get influenced by these returns as there is no guarantee of repetition of past performance.
Nippon India Small Cap Fund - Regular Plan
Nippon India Small Cap Fund - Regular Plan is a Small Cap mutual fund scheme from Nippon India Mutual Fund. This small-cap mutual fund SIP plan has given 19.05%, and 26.20% returns in the last three, and six months respectively. It has given 33.93% in one year, 44.84% in three years, and 21.82%, 22.28%, and 29.62% in the last five, seven, and ten years respectively, as per data available on Value Research. This fund was launched on 16 September 2019. The scheme tracks NIFTY Smallcap 250 Total Return Index. Nippon India Small Cap Fund - Regular Plan has given a return of 20.89% since its launch thirteen years ago.
Mutual Fund SIP calculator shows a regular monthly SIP of ₹10,000 in Nippon India Small Cap Fund in ten years could have made investors millionaires. It has given 25.96 % annualised returns in ten years. The calculator shows that a monthly SIP of ₹10,000 in this fund could have grown to approx. ₹57,53,702 in ten years. The mutual fund calculator shows how a lumpsum investment of 1 lakh grew more than five times in ten years.
Retail investors' mutual fund holdings surged by 20.5 per cent year-on-year to nearly ₹25 lakh crore at present, industry data showed.
Disclaimer: We advise investors to check with certified experts before taking any investment decisions.
FAQs
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It has given 25.96 % annualised returns in ten years. The calculator shows that a monthly SIP of ₹10,000 in this fund could have grown to approx. ₹57,53,702 in ten years.
Can SIP make you millionaire? ›
Systematic Investment Plans (SIPs) can help you to achieve financial milestones like becoming a crorepati through regular investments. By leveraging the power of compounding and considering step-up SIPs, investors can potentially accelerate their wealth growth over a long-term horizon.
How much should I invest a month to become a millionaire in 10 years? ›
Now, let's consider how our calculations change if the time horizon is 10 years. If you are starting from scratch, you will need to invest about $4,757 at the end of every month for 10 years. Suppose you already have $100,000. Then you will only need $3,390 at the end of every month to become a millionaire in 10 years.
Which SIP gives 40% return in India? ›
Quant Flexi Cap Fund - Direct Plan - Growth
The fund at the top has given 39.61 per cent SIP returns (XIRR) in the five-year period. It has Rs 6,272.21 crore of assets under management (AUM), while its net asset value (NAV) is worth Rs 115.3467. The fund has a 0.59 per cent expense ratio.
How to get 50 lakhs in 5 years with SIP? ›
For example, if an individual plan to accumulate ₹50 lakhs over the tenure of 5 years, assuming the individual invests in a Flexicap fund or a Multicap fund which is giving an annualized return of 15%, then the individual needs to invest ₹55,750 per month for 5 years in order to generate the required corpus.
What happens if I invest $15,000 a month in SIP for 15 years? ›
Consider investing Rs 15,000 per month for 15 years and earning 15% returns. After 15 years, the total wealth will be Rs 1,00,27,601 (Rs. 1 crore). According to the compounding principle, if we implement these very same returns and contributions for another 15 years, the amount we accumulate grows enormously.
What if I invest $5,000 in mutual funds for 5 years? ›
If you invest Rs. 5,000 per month through SIP for 5 years, assuming 12% return. The estimate total returns will be Rs. 1,12,432 and the estimate future value of your investment will be Rs. 4,12,431.
What is high risk in SIP? ›
SIP means systematic investment plan, in which you invest money periodically (weekly , monthly) in MF. High risk means, MF invest mostly invest in stocks less in debt securities. Low risk means, MF mostly invest in debt securities like bonds debenture etc and less in stocks.
What if I invest $1,000 a month in mutual funds for 20 years? ›
If you invest Rs 1000 for 20 years , if we assume 12 % return , you would get Approx Rs 9.2 lakhs. Invested amount Rs 2.4 Lakh.
Can you become a millionaire from mutual funds? ›
It's definitely possible to become rich by investing in mutual funds — many investors build their entire retirement nest egg by investing in mutual funds.
Calculation of SIP returns
To understand this, let us take an example. A monthly investment of Rs 5,000 for 10 years at an expected rate of return of 12 per cent will earn you Rs 11.61 lakh.
How much is 30000 per month SIP for 10 years? ›
Synopsis. Around 29 equity mutual funds have turned a monthly SIP investment of Rs 30,000 into Rs 1 crore in the last 10 years of the Modi government.
How much is $5000 for 5 years in SIP? ›
How much is Rs. 5,000 for 5 years in SIP? If you invest Rs. 5,000 per month through SIP for 5 years, assuming 12% return. The estimate total returns will be Rs. 1,12,432 and the estimate future value of your investment will be Rs. 4,12,431.
What happens if I invest 20 000 a month in SIP for 5 years? ›
Value of INR 20,000 per Month in SIP
If an investor invests INR 20,000 per month for a period of 5 years, he will be able to earn INR 17 lakh as the overall income generated from SIP. The total investment in the tenure of 5 years will be only INR 12 lakh.
