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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 | ₹ 15.01 | ₹ 78.52 | 0.42% | 1.36% | 17.17% | 10.06% | 27.91% | 3  | 0.61% | Moderately High | ₹ 1,000 | ₹ 5,000 | Debt | Credit Risk Fund |
 SBI Gold Fund Direct Growth fuzz it | ₹ 42.59 | ₹ 16,744.50 | -6.02% | -8.20% | 11.74% | 31.04% | 22.11% | NA | 0.25% | Very High | ₹ 500 | ₹ 5,000 | Other | FoFs Domestic |
 Quantum Gold ETF FoF Direct Growth fuzz it | ₹ 53.44 | ₹ 548.13 | -5.98% | -8.14% | 12.03% | 31.20% | 22.08% | NA | 0.59% | High | ₹ 500 | ₹ 500 | Other | FoFs Domestic |
SBI PSU Fund Direct Growth fuzz it | ₹ 38.33 | ₹ 6,191.02 | 7.41% | -0.04% | 2.51% | 21.05% | 22.05% | NA | 0.98% | Very High | ₹ 500 | ₹ 5,000 | Equity | Thematic Fund |
SBI Healthcare Opportunities Fund Direct Growth fuzz it | ₹ 625.44 | ₹ 6,067.13 | 9.05% | 2.87% | 26.19% | 25.28% | 20.61% | NA | 1.01% | Very High | ₹ 500 | ₹ 5,000 | Equity | Sectoral Fund |
 Motilal Oswal Nasdaq 100 FOF Direct Growth fuzz it | ₹ 62.97 | ₹ 7,069.50 | -6.49% | -8.63% | 25.30% | 34.62% | 20.43% | NA | 0.77% | Very High | ₹ 500 | ₹ 500 | Other | FoFs Overseas |
Bank of India Manufacturing & Infrastructure Fund Direct Growth fuzz it | ₹ 81.53 | ₹ 1,002.06 | 5.09% | 1.49% | 18.23% | 22.14% | 20.14% | 5 | 0.98% | Very High | ₹ 1,000 | ₹ 5,000 | Equity | Thematic Fund |
 ICICI Prudential BHARAT 22 FOF Direct Growth fuzz it | ₹ 34.02 | ₹ 2,609.14 | 7.71% | 0.31% | -0.16% | 14.65% | 19.90% | NA | 0.18% | Very High | ₹ 1,000 | ₹ 5,000 | Other | FoFs Domestic |
Motilal Oswal Midcap Fund Direct Growth fuzz it | ₹ 119.11 | ₹ 39,628.60 | 5.10% | 0.67% | 2.05% | 18.31% | 19.15% | 4 | 0.93% | Very High | ₹ 500 | ₹ 500 | Equity | Mid Cap Fund |
Bank of India Small Cap Fund Direct Growth fuzz it | ₹ 65.48 | ₹ 3,685.24 | -1.44% | 0.48% | 25.34% | 19.28% | 18.54% | 5 | 0.73% | Very High | ₹ 1,000 | ₹ 5,000 | Equity | Small Cap Fund |
 UTI Transportation and Logistics Fund Direct Growth fuzz it | ₹ 352.91 | ₹ 4,001.43 | 10.92% | -1.04% | 4.96% | 19.51% | 18.38% | NA | 0.98% | Very High | ₹ 500 | ₹ 5,000 | Equity | Thematic Fund |
 Quant Quantamental Fund Direct Growth fuzz it | ₹ 27.22 | ₹ 1,492.19 | 6.59% | -0.40% | 8.47% | 15.49% | 18.32% | NA | 1.62% | Very High | ₹ 1,000 | ₹ 5,000 | Equity | Thematic Fund |
Motilal Oswal Large and Midcap Fund Direct Growth fuzz it | ₹ 40.70 | ₹ 19,716.30 | 3.79% | 1.33% | 8.86% | 21.25% | 18.11% | 5 | 0.91% | Very High | ₹ 500 | ₹ 500 | Equity | Large & Mid Cap Fund |
Quant Multi Asset Allocation Fund Direct Growth fuzz it | ₹ 181.20 | ₹ 6,685.48 | 1.96% | -1.61% | 11.64% | 21.42% | 17.81% | 3 | 1.18% | Very High | ₹ 1,000 | ₹ 5,000 | Hybrid | Multi Asset Allocation Fund |
 HSBC Midcap Fund Direct Growth fuzz it | ₹ 528.96 | ₹ 16,771.50 | 2.44% | -1.56% | 16.09% | 21.85% | 17.76% | 5 | 1.15% | Very High | ₹ 500 | ₹ 5,000 | Equity | Mid Cap Fund |
UTI Healthcare Fund Direct Growth fuzz it | ₹ 400.53 | ₹ 1,432.88 | 7.93% | 2.48% | 22.62% | 23.97% | 17.67% | NA | 1.34% | Very High | ₹ 500 | ₹ 5,000 | Equity | Sectoral Fund |
Quant ESG Integration Strategy Fund Direct Growth fuzz it | ₹ 42.84 | ₹ 319.61 | 3.15% | -0.06% | 18.32% | 17.58% | 17.54% | 5 | 1.84% | Very High | ₹ 1,000 | ₹ 5,000 | Equity | Thematic Fund |
 Canara Robeco Infrastructure Fund Direct Growth fuzz it | ₹ 184.94 | ₹ 884.45 | 3.28% | -4.35% | 0.32% | 18.56% | 17.22% | 4 | 1.16% | Very High | ₹ 1,000 | ₹ 5,000 | Equity | Thematic Fund |
Quant Small Cap Fund Direct Growth fuzz it | ₹ 313.95 | ₹ 33,809.30 | 0.54% | -0.51% | 11.32% | 16.70% | 17.10% | 5 | 0.93% | Very High | ₹ 1,000 | ₹ 5,000 | Equity | Small Cap Fund |
 ITI Small Cap Fund Direct Growth fuzz it | ₹ 37.73 | ₹ 3,597.03 | 1.20% | -0.63% | 18.13% | 21.84% | 17.08% | 5 | 0.86% | Very High | ₹ 500 | ₹ 5,000 | Equity | Small Cap Fund |
 Franklin Build India Fund Direct Growth fuzz it | ₹ 165.42 | ₹ 2,946.30 | 6.05% | -1.44% | -0.59% | 15.61% | 17.06% | 4 | 1.10% | Very High | ₹ 500 | ₹ 5,000 | Equity | Thematic Fund |
 Invesco India - Invesco Global Equity Income FoF Direct Growth fuzz it | ₹ 43.73 | ₹ 372.25 | 2.58% | -3.08% | 21.44% | 23.61% | 16.48% | 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 |
Franklin India Opportunities Fund Direct Growth fuzz it | ₹ 287.30 | ₹ 9,176.79 | 0.73% | -3.59% | -0.21% | 19.24% | 16.36% | 3 | 0.88% | Very High | ₹ 500 | ₹ 5,000 | Equity | Thematic Fund |
Motilal Oswal ELSS Tax Saver Fund Direct Growth fuzz it | ₹ 63.89 | ₹ 4,672.36 | 1.27% | -1.34% | 7.61% | 19.51% | 16.23% | 5 | 0.95% | Very High | ₹ 500 | ₹ 500 | Equity | ELSS - Tax Saver 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.
