Excluding certain sectors, mid-cap mutual funds in equity mutual fund segments have made an average return of 24% over the past one year and small cap mutual funds have returned 30% over the same period. This is because for the first time since 2017, the stock market has witnessed a massive rally. The market is at an all-time high. Every day the new peak is being reached. As the stock market reaches its new highs, mutual funds start to shine again. Midcap and Smallcap shares have started to shine after a long time. Mutual fund investors are also benefiting from this stock market boom, they have been very patient.
Also read: Compare Interest Rates Before Investing in FD
The mid and small cap indices were the biggest gainers in the stock market after the IT and pharma sectors. The BSE Small Cap Index has risen 34% in the last one year and the BSE Mid Cap Index has increased by 21% over the same period. Investors can continue to invest in good mutual fund schemes through SIP. Annual SIP returns have been among the best equity projects in the past three years. Here are some mutual fund schemes that give a 3-year SIP an annual return of more than 20%…
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| Plan | 3-year SIP Annual Income |
5-year SIP annual income |
| Quantity small cap | 29% | 16% |
| Amount tax | 25% | 18% |
| Quantity is active | 24% | 18% |
| PGIM India MidCap Opportunities | 24% | 15% |
| IIFL Focused Equity | 22% | 17% |
| Parag parikh long-term equity | 22% | 18% |
| PGIM India Diversified Equity | 22% | 16% |
| UTI Equity | 21% | 16% |
| Quant midcap | 21% | 15% |
| Kotak Small Cap | 20% | 14% |
| SBI Small Cap | 20% | 17% |
| Nippon India ETF Sharia BES | 20% | 15% |
| A small cap on the axis | 20% | 16% |
| Mire Property Emerging Bluechip | 20% | 17% |
| BOI AXA Tax Benefit | 20% | 16% |
These two schemes – SBI Small Cap Fund and Mire Asset Emerging Bluechip – have given SIP a 10-year annual return of more than 20%.
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