3 weeks ago

Bandhan Small Cap Fund Leads 5-Year SIP Return Rankings

Bandhan Small Cap Fund Leads 5-Year SIP Return Rankings
Bandhan Small Cap Fund leads the category in 5-year monthly SIP returns: Check the list of the top and bottom 5 schemes · livemint.com

When people save money, they can invest it little by little every month, and this is called a SIP.

Mutual funds are helpers that collect everyone's money and invest it together, and small-cap funds put money into smaller companies.

Small companies can grow very quickly, but their value can also drop suddenly.

This story looks at people who saved ₹10,000 every month for five years, adding up to ₹6 lakh.

By the end, every fund in the study had grown the money to at least ₹8.13 lakh.

The best fund, called Bandhan Small Cap Fund, turned the ₹6 lakh into over ₹10.35 lakh.

That means investors earned more than ₹4 lakh in extra money with that fund.

Other funds grew less, but none of them lost money.

Choosing the right fund made a very big difference over five years.

Key facts

Monthly SIP amount
₹10,000
Total investment
₹6,00,000
Investment period
9 August 2021 to 7 August 2026
Top scheme
Bandhan Small Cap Fund
Highest XIRR
22.02% (Bandhan Small Cap Fund)
Highest final value
₹10,35,560 (Bandhan Small Cap Fund)
Lowest final value
₹8,12,962 (Tata Small Cap Fund)
Wealth gap (best vs worst)
Approximately ₹2.23 lakh

Quotes

B. Padmanaban

Founder & Managing Director, Fortune Investment Services

“The numbers “may offer some interesting insights and a different perspective”, while urging investors to conduct their own due diligence and make decisions based on their goals, risk appetite and investment horizon.”
livemint.com

Sources

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