Parag Parikh Flexi Cap Fund
In 10 years, Parag Parikh Flexi Cap gave a return of 20.92% per year. The managed assets (AUM) are Rs 1,03,868 crores and its net asset value (NAV) is Rs 92.46. The fund benchmarked against the Nifty 500 Tri has given an annual return rate of 20.16% since its launch in May 2013.
The cost ratio is 0.63%, and the fund has made minimum SIP investments of 1,000, 1,000, and minimum lump sum investments. With an investment of Rs 25,000 per month, the fund has grown to Rs 90,42,000 over a decade.
HDFC Flexi Cap Direct Plan
Ten years later, the HDFC Flexi Cap Fund gave an annual revenue of 19.87%. The managed assets (AUM) are Rs 75,784 crores and its net asset value (NAV) is Rs 2,172.3. The fund benchmarked against the NIFTY 500 TRI has given an annual return rate of 17.24% since its launch in January 2013.
With the cost ratio of 0.72%, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. With an investment of Rs 25,000 per month and a total investment of Rs 16.8 crore over the next seven years, the fund has grown to Rs 85,45,000 over the 10 years.
Quant Multi Cap Fund
In 10 years, the Quant Flexi Cap Fund gave an annual revenue of 20.99%. The managed assets (AUM) are Rs 9,927 crores and its net asset value (NAV) is Rs 693.71. The fund benchmarked against the Nifty 500 Tri has given an annual revenue of 19.63% since its launch in January 2013.
With the cost ratio of 0.58%, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. The monthly SIP investment of Rs 25,000 and total investment of Rs 30 have grown to Rs 90,81,000 over the decade.
Sundaram Multi Cap Fund
The Sundaram Multi Cap Fund has generated an annual revenue of 17.28% over 10 years. It comes in a fund size of Rs 2,773 and a unit price of Rs 426.52. Its benchmark is the Nifty 500 Multicap 50:25:25 Tri, which has achieved an annual revenue of 16.79% since its launch in January 2013.
The cost ratio is 0.94%, so the minimum investment requirement for the fund is Rs 500 for SIPS and Rs 5,000 for lump sum payments. Over the course of 10 years, SIP investments of Rs 25,000 each month have grown to Rs 74,30,000.
Please read again: EPS Pension Calculation: Find Rs 84,000, Basic Salary, 16, 26, 32 Years of Service, Monthly Pension
