New Delhi. To make money from mutual funds, it is very important to have discipline and patience in investing. Investors who invest by combining these two things also get excellent results. Nippon India Small Cap Fund has proved this. If an investor invested Rs 8,000 every month in this fund continuously for 15 years, today he is getting around Rs 1 crore, whereas his total investment is only Rs 14.40 lakh. This performance not only shows the potential of this fund, but also proves that staying in the right fund for the long term opens up unlimited possibilities for wealth creation.
Nippon India Small Cap Fund has remained at the top in the small cap category for a long time. It is also the largest fund among Indian small cap funds in terms of assets under management (AUM). Since its launch in September 2010, the fund has given returns to its investors that have made it a “Long Term Wealth Creation Machine”. Be it lumpsum or SIP, this fund has consistently performed brilliantly in every investment vehicle and has consistently given better returns than the market average over a period of 3 years, 5 years, 7 years, 10 years and 15 years.
Lumpsum Return on Investment (CAGR)
Nippon India Small Cap Fund has created a reputation in the small-cap category by providing strong and stable returns to investors over the last several years. Its lumpsum returns over a period of three to fifteen years are given below..
- 3 years: 20.90% (Regular), 21.87% (Direct)
- 5 years: 28.94% (Regular), 30.02% (Direct)
- 7 years: 22.99% (Regular), 24.04% (Direct)
- 10 years: 19.87% (Regular), 21.02% (Direct)
- 15 years: 20.58% (Regular)
These figures show that if the investor stayed for a long time, the fund gave annual returns around 20% in almost every period, which is considered extremely attractive in the small cap category.
SIP returns
It is not that the fund benefits only those who invest lumpsum. Investors investing through Systematic Investment Plan (SIP) have also got very high annualized returns. In the SIP period of 3 years, the return of 14.87% in the regular plan and 15.81% in the direct plan has been given. SIP returns reached 20.64% and 21.68% when the investment period was 5 years.
This improved further over a period of 7 years and the regular plan gave an annualized return of 25.57% and the direct plan gave an annualized return of 26.66%. Even in the SIP period of 10 years, the excellent returns of 22.18% and 23.25% remained intact. SIP regular plan returns in the long term of 15 years have reached 22.98%.
(Disclaimer: The mutual funds mentioned here are based on the advice of a financial advisor. If you want to invest money in any of these, then first consult a certified investment advisor. StuffUnknownwill not be responsible for any profit or loss you may incur.)
