INCOME TAX28 Sept 2026
₹1,000 monthly SIP became ₹4.67 lakh in 10 years: Which diversified equity mutual fund delivered the highest returns? | Mint
A ₹1,000 monthly SIP, or systematic investment plan, can quietly grow into ₹4.67 lakh over ten years. Quant Small Cap Fund topped the list with a 25.64% ten-year return, followed by Nippon India Small Cap Fund at 22.12%. Small and mid-cap funds led overall. Past returns alone should never decide your fund choice, so check strategy, risk and your own goals before investing.
Key Statutory Highlights
- A ₹1,000 monthly SIP in Quant Small Cap Fund for 10 years means ₹1.20 lakh invested in total, growing to about ₹4.67 lakh.
- Quant Small Cap Fund led with a 25.64% 10-year return, followed by Nippon India Small Cap Fund at 22.12%.
- Invesco India Mid Cap Fund and Quant ELSS Tax Saver Fund also delivered returns above 21% over the 10-year period.
Actionable Advice for Taxpayers / Founders:Before choosing a fund, look at its investment strategy, portfolio, risk level, consistency of performance and whether it fits your goals and time horizon, and consult a SEBI-registered advisor. Past returns alone are not a guarantee of future results.
Statutory Disclaimer: TaxQue Shorts are AI-assisted editorial briefs for compliance awareness. This brief has not passed every source check; confirm the original notification before acting. This does not constitute formal legal or CA counsel.
TaxQue News Desk
Share: