- Nippon India Large Cap Fund has given the best return in the category over the past 3, 5, and 10 years.
- Nippon India Small Cap fund has the highest return for the small-cap category for a 3 and 10-year period.
- Quant AMC equity funds have an impressive 5-year return performance in lump sum and SIP investments.
- Last year was not very impressive for SIP investment returns; none of the equity funds older than five years are in the top quartile.
- AUM of Mutual Funds has risen almost 2.4 times in the last 5 years, showing a CAGR of 19.15%. (Between June 2019 and June 2024)
- Equity Fund AUM has become almost 4 times with a CAGR of 30% in the last 5 years.
- In the same period, the bank deposits grew by only 10.92%