SIP Schemes With Over 40% Returns in 3 Years (August 2023)

SIP Schemes With Over 40% Returns in 3 Years (August 2023)

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Aug 13, 2023

Rajeev Kumar

As many as nine Small Cap Mutual Fund SIP schemes have given over 40% annualised returns* in three years. Let’s have a look.

*Source: AMFI website data as on August 11

Before reading further, you should note that this exercise is for informational purposes only and not intended to recommend any of the funds mentioned in this story.

Canara Robeco Small Cap Fund: Direct plan of this scheme has given 41.49% returns, regular plan has given 39.18% returns in 3 years. *

*Source: AMFI website data as on August 11

Franklin India Smaller Companies Fund: Direct plan of this scheme has given 41.80% returns, regular plan has given 40.60% returns in 3 years.*

*Source: AMFI website data as on August 11

HDFC Small Cap Fund: Direct plan of this scheme has given 42.41% returns, regular plan has given 41.03% returns in 3 years.*

*Source: AMFI website data as on August 11

HSBC Small Cap Fund: Direct plan of this scheme has given 43.30% returns, regular plan has given 41.61% returns in 3 years.*

*Source: AMFI website data as on August 11

ICICI Prudential Smallcap Fund: Direct plan of this scheme has given 41.79% returns, regular plan has given 39.89% returns in 3 years.*

*Source: AMFI website data as on August 11

Kotak Small Cap Fund: Direct plan of this scheme has given 40.60% returns, regular plan has given 38.65% returns in 3 years.*

*Source: AMFI website data as on August 11

Nippon India Small Cap Fund: Direct plan of this scheme has given 45.78% returns, regular plan has given 44.50% returns in 3 years.*

*Source: AMFI website data as on August 11

Quant Small Cap Fund: Direct plan of this scheme has given 49.51% returns, regular plan has given 47.28% returns in 3 years.*

*Source: AMFI website data as on August 11

Tata Small Cap Fund: Direct plan of this scheme has given 42.35% returns, regular plan has given 39.8% returns in 3 years.*

*Source: AMFI website data as on August 11

Disclaimer: Mutual Fund Investments are subject to market risks. Please consult your financial advisor before investing.

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