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Best ₹500 SIPs for 5 YearsBest ₹500 SIPs for 5 Years
Name | NAV | AUM (in Cr.) | 1M Returns | 3M Returns | 1 Yr Returns | 3 Yr Returns | 5 Yr Returns  | Rating | Exp Ratio | Risk | Min Monthly SIP | Min Lumpsum | Category | Sub Category |
|---|
 Bank of India Credit Risk Fund Direct Growth fuzz it | ₹ 14.96 | ₹ 78.79 | 0.32% | 1.32% | 17.03% | 10.01% | 27.85% | 3  | 0.61% | Moderately High | ₹ 1,000 | ₹ 5,000 | Debt | Credit Risk Fund |
 SBI Gold Fund Direct Growth fuzz it | ₹ 41.54 | ₹ 17,422.50 | -7.25% | -3.97% | 12.68% | 29.56% | 22.50% | NA | 0.25% | Very High | ₹ 500 | ₹ 5,000 | Other | FoFs Domestic |
 Quantum Gold ETF FoF Direct Growth fuzz it | ₹ 51.85 | ₹ 570.24 | -7.12% | -3.83% | 12.98% | 29.78% | 22.49% | NA | 0.59% | High | ₹ 500 | ₹ 500 | Other | FoFs Domestic |
SBI PSU Fund Direct Growth fuzz it | ₹ 36.21 | ₹ 6,353.85 | 0.63% | -6.03% | -3.57% | 19.51% | 20.88% | NA | 0.98% | Very High | ₹ 500 | ₹ 5,000 | Equity | Thematic Fund |
Bank of India Manufacturing & Infrastructure Fund Direct Growth fuzz it | ₹ 77.45 | ₹ 983.51 | 0.35% | -2.23% | 11.52% | 21.35% | 19.74% | 5 | 0.98% | Very High | ₹ 1,000 | ₹ 5,000 | Equity | Thematic Fund |
SBI Healthcare Opportunities Fund Direct Growth fuzz it | ₹ 587.64 | ₹ 5,870.00 | 1.13% | -0.74% | 17.67% | 24.49% | 19.13% | NA | 1.01% | Very High | ₹ 500 | ₹ 5,000 | Equity | Sectoral Fund |
 ICICI Prudential BHARAT 22 FOF Direct Growth fuzz it | ₹ 32.32 | ₹ 2,638.44 | 1.97% | -4.77% | -4.98% | 13.88% | 19.01% | NA | 0.18% | Very High | ₹ 1,000 | ₹ 5,000 | Other | FoFs Domestic |
 Motilal Oswal Nasdaq 100 FOF Direct Growth fuzz it | ₹ 59.24 | ₹ 8,031.84 | -12.01% | -10.36% | 15.05% | 32.27% | 18.90% | NA | 0.77% | Very High | ₹ 500 | ₹ 500 | Other | FoFs Overseas |
Motilal Oswal Midcap Fund Direct Growth fuzz it | ₹ 113.01 | ₹ 40,207.50 | 1.18% | -2.60% | -4.32% | 17.29% | 18.39% | 4 | 0.93% | Very High | ₹ 500 | ₹ 500 | Equity | Mid Cap Fund |
Bank of India Small Cap Fund Direct Growth fuzz it | ₹ 62.40 | ₹ 3,670.75 | -5.34% | -1.07% | 17.69% | 18.64% | 18.27% | 5 | 0.73% | Very High | ₹ 1,000 | ₹ 5,000 | Equity | Small Cap Fund |
 Quant Quantamental Fund Direct Growth fuzz it | ₹ 25.76 | ₹ 1,546.75 | 1.36% | -4.85% | 5.15% | 15.05% | 18.00% | NA | 1.62% | Very High | ₹ 1,000 | ₹ 5,000 | Equity | Thematic Fund |
Quant Multi Asset Allocation Fund Direct Growth fuzz it | ₹ 176.64 | ₹ 6,608.27 | -0.01% | -3.44% | 8.85% | 21.08% | 18.00% | 3 | 1.18% | Very High | ₹ 1,000 | ₹ 5,000 | Hybrid | Multi Asset Allocation Fund |
Motilal Oswal Large and Midcap Fund Direct Growth fuzz it | ₹ 39.20 | ₹ 19,832.30 | 0.30% | 0.65% | 2.66% | 21.22% | 17.74% | 5 | 0.91% | Very High | ₹ 500 | ₹ 500 | Equity | Large & Mid Cap Fund |
 UTI Transportation and Logistics Fund Direct Growth fuzz it | ₹ 326.32 | ₹ 4,094.35 | 2.72% | -6.41% | -1.89% | 17.63% | 17.54% | NA | 0.98% | Very High | ₹ 500 | ₹ 5,000 | Equity | Thematic Fund |
 HSBC Midcap Fund Direct Growth fuzz it | ₹ 506.25 | ₹ 16,799.60 | -1.04% | -3.65% | 11.04% | 21.12% | 17.14% | 5 | 1.15% | Very High | ₹ 500 | ₹ 5,000 | Equity | Mid Cap Fund |
 Canara Robeco Infrastructure Fund Direct Growth fuzz it | ₹ 178.81 | ₹ 921.04 | -0.47% | -7.05% | -3.67% | 17.95% | 17.04% | 4 | 1.16% | Very High | ₹ 1,000 | ₹ 5,000 | Equity | Thematic Fund |
Quant ESG Integration Strategy Fund Direct Growth fuzz it | ₹ 40.46 | ₹ 327.87 | -1.16% | -3.50% | 13.50% | 16.79% | 17.03% | 5 | 1.84% | Very High | ₹ 1,000 | ₹ 5,000 | Equity | Thematic Fund |
 ITI Small Cap Fund Direct Growth fuzz it | ₹ 36.31 | ₹ 3,666.32 | -2.29% | -1.82% | 11.90% | 21.71% | 16.82% | 5 | 0.86% | Very High | ₹ 500 | ₹ 5,000 | Equity | Small Cap Fund |
Quant Small Cap Fund Direct Growth fuzz it | ₹ 300.51 | ₹ 35,572.00 | -3.61% | -3.49% | 5.84% | 16.26% | 16.74% | 5 | 0.93% | Very High | ₹ 1,000 | ₹ 5,000 | Equity | Small Cap Fund |
 Invesco India - Invesco Global Equity Income FoF Direct Growth fuzz it | ₹ 42.25 | ₹ 329.38 | 3.83% | -0.86% | 20.25% | 24.35% | 16.61% | NA | 0.92% | Very High | ₹ 500 | ₹ 1,000 | Other | FoFs Overseas |
HSBC Tax Saver Equity Fund Direct Growth fuzz it | ₹ 102.58 | ₹ 243.60 | -6.46% | -6.51% | 1.64% | 17.80% | 16.45% | 4 | 1.80% | Very High | ₹ 1,000 | ₹ 500 | Equity | ELSS |
UTI Healthcare Fund Direct Growth fuzz it | ₹ 377.15 | ₹ 1,429.84 | 0.22% | -1.06% | 14.32% | 23.51% | 16.37% | NA | 1.34% | Very High | ₹ 500 | ₹ 5,000 | Equity | Sectoral Fund |
 Franklin Build India Fund Direct Growth fuzz it | ₹ 157.33 | ₹ 3,023.75 | 1.09% | -6.59% | -6.42% | 14.98% | 16.25% | 4 | 1.10% | Very High | ₹ 500 | ₹ 5,000 | Equity | Thematic Fund |
Motilal Oswal S&P 500 Index Fund Direct Growth fuzz it | ₹ 33.03 | ₹ 4,584.30 | -2.89% | -1.00% | 18.18% | 25.75% | 16.20% | NA | 0.64% | Very High | ₹ 500 | ₹ 500 | Other | Index Fund |
Franklin India Opportunities Fund Direct Growth fuzz it | ₹ 279.14 | ₹ 9,577.36 | -3.25% | -4.09% | -3.80% | 19.11% | 16.12% | 3 | 0.88% | Very High | ₹ 500 | ₹ 5,000 | Equity | Thematic Fund |
Total 50 records
*The schemes mentioned above are just for research purpose and not recommendations. Please do your own due diligence before investing.
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FAQs on Best ₹500 SIPs for 5 Years
When selecting a ₹500 SIP Per Month for 5 Years, evaluate the fund's expense ratio, liquidity, and credibility. Look at the fund's size and tenure to ensure stability. Understand the rebalancing frequency and any additional fees from being a fund of funds. Ensure the fund's structure aligns with your investment horizon and risk comfort level.
