3 Highest Rated Equity Fund SIPs Delivering Up to 48% Annualized Returns in 3 Years: Value Research Evaluation

Quant Infrastructure Fund – Direct Plan

It is a mutual fund in the Equity Infrastructure category of Quant Mutual Fund. It is an open-ended and very risky equity fund. The scheme has a value of Rs 583 Crore in assets under management (AUM) and an expense ratio of 2.15%. However, its category expense ratio is 1.19%.

Value Research has given this fund 5 stars. The fund’s benchmark is NIFTY Infrastructure TRI. The fund invests in equities and equity-related products with the aim of achieving long-term gains. The fund invests primarily in shares of companies engaged in or likely to benefit from infrastructure-related transactions. As noted earlier, these equity instruments are shares of infrastructure-related companies.

For lump sum investments, the minimum amount required is Rs 5,000, and for SIP investments, the minimum amount required is Rs 1,000. There is no lock-up period in this fund. However, it charges a redemption fee of 0.5% if the investment is redeemed within 90 days. The fund has delivered average annual returns of 16.01% since inception.

    Canara Robeco Small Cap Fund - Direct Scheme

Canara Robeco Small Cap Fund – Direct Scheme

This 3-year-old small cap category mutual fund plan launched by the Canara mutual fund house Robeco. It is a medium-sized open-ended fund in its category. Furthermore, the fund is rated as high risk for investments. The Assets Under Management (AUM) of this fund is Rs 2559.96 crore. While its net asset value (NAV) is Rs 23.98. The fund has an expense ratio of 0.4%, while the category’s expense ratio is 0.76%.

Value research has awarded this fund 5 stars as well as CRISIL. One can start investing in this fund with a required minimum investment amount of Rs 5,000 for lump sum payment, while Rs 1,000 for SIP and additional investment respectively. The lock-up period does not apply to this fund. However, it charges 1% for redemption or exit charge within 365 days of the investment term.

This small capitalization mutual fund aims to generate capital appreciation by investing primarily in small capitalization stocks. The reference of this diagram is NIFTY Smallcap 250 TRI. Since inception, the fund has delivered average annual returns of 30.19%.

    Quant Tax Plan - Direct Plan

Quant Tax Plan – Direct Plan

If you are looking for tax savings and are also ok with a lock-up period, this Quant tax plan is right for you. As the name suggests, this is a tax-saving mutual fund, an ELSS-grade mutual fund. The Assets Under Management (AUM) of the scheme is Rs 1,359 crore as of May 31, 2022. The recent reported Net Asset Value (NAV) of the scheme is Rs 231.3032. Its expense ratio is 0.5%, while the category’s expense ratio is 1.12%. It is a high-risk open-end fund in its category.

The fund is rated 5 stars respectively by Value Research and CRISIL. The plan aims to generate returns by investing primarily in stocks with growth potential. While the secondary objective of the fund is to give dividends and other income to investors.

Investment in this area starts with the minimum required amount of Rs 500 for lump sum payments, SIP, as well as additional investment. As mentioned, this plan comes with a lock-in period, the lock-in period is 3 years. The benchmark for this fund is NIFTY 500 TRI. Since inception, the fund has delivered average annual returns of 20.74%.

Annualized SIP Returns

Annualized SIP Returns

Funds 1 year 3 years 5 years
Quantitative infrastructure funds 4.88% 47.42% 30.91
Canara Robeco Small Cap Fund 5.71% 44.77%
Quantitative tax plan -0.57% 42.00% 29.88%

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