Two Top-Rated Equity Mutual Funds Given More Than 50% SIP Returns In 3 Years

There has been a dramatic rise in the number of people investing in mutual funds, particularly via SIP (Systematic Investment Plan), during the past few years. The majority of stock market investments are made through mutual funds, and young people in particular prefer to make this choice. Investors these days are increasingly favoring the SIP method of investing. Here are 2 top-rated Equity Mutual Funds that have delivered the highest SIP Returns in the past 3 years. These funds are rated 5-star by Value Research.

Quant Small Cap Fund

Quant Small Cap Fund is a small cap Equity Mutual Fund rated 5-star by Value Research and 5-star by CRISIL. The fund has been ranked No. 1 by CRISIL. It is an open-ended fund without any lock-in period. The fund makes investments in a well-diversified portfolio of small-cap companies for capital appreciation. It has given 54.25% highest Annualized returns on 3 Years SIP under the Direct Plan-Growth option. Its Asset Under management is Rs 2,580 crore as on 30 November 2022, while the Net Asset Value is Rs 157.7838 as on 14 December 2022. It has major investments in Consumer Staples, Financial, Services and chemicals sectors. ITC, IRB Infrastructure Developers and RBL Bank are among the top holdings of the fund. 

Quant Infrastructure Fund

Quant Infrastructure Fund is a Sectoral -Infrastructure fund rated 5-star by Value Research. It is also Open-ended without any lock-in period. The fund's primary investment targets are infrastructure sector company shares and equity-related derivatives. The fund has given the second highest annualized SIP returns of almost 53.88% in 3 Years under the Direct Plan-Growth option. As of 30 November 2022, it had assets under management at Rs 828 crore, while as of 14 December 2022, its net asset value was Rs 26.7710. The sector in which the fund has the highest investments are Financial, Energy, Services and Capital Goods. The top holding of the fund includes Ambuja Cements, Reliance, Adani Ports & Special Economics Zone, and Siemens. 

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.