5 Multibagger Mutual Funds to invest in 2022 (10x returns in 10 years)

Multibagger Mutual Fund Schemes for 2022 (10x returns in 10 years)5 Multibagger Mutual Funds to invest in 2022 in India

Rs 1 Lac turned 11 Lacs in last 10 years. I am not talking about some multibagger stock here. I am talking about mutual fund schemes that generated 10x returns in last 10 years. That too, I am talking about the regular plan in mutual funds as direct plans were launched < 10 years back. If you are getting disappointed that you are not investing in multibagger stocks, you can still consider these mutual funds that gave superb returns in the long term. Which are the multibagger mutual fund schemes that generated up to 10x returns in last 10 years.

Also Read: Best high return mid cap mutual funds to invest in 2022

5 Multibagger Mutual Funds to invest in 2022

Here is the list of mutual fund schemes.

#1 – Nippon Small Cap Fund – 1 Lac grown to Rs 11 Lacs

#2 – SBI Small Cap Fund – 1 Lac grown to Rs 9.8 Lacs

#3 – Mirae Asset Emerging Blue-chip Fund – 1 Lac grown to Rs 9 Lacs

#4 – ICICI Prudential Technology Fund – 1 Lac grown to Rs 9 Lacs

#5 – Motilal Oswal NASDAQ 100 Fund of Fund – 1 Lac grown to Rs 8.4 Lacs

Please note that the above nos are after 10% market correction that happened in last 2 weeks and these returns are for regular plans, as direct plans are available only from 2013 onwards (< 10 years).

5 Multibagger Mutual Funds to invest in 2022 – With Detailed View

#1 – Nippon Small Cap fund

The fund objective is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies.

Key Ratios and Performance of the Fund

This fund has a low beta of 0.92. Beta refers to the volatility of the fund compared to its benchmark (which is 1). Any fund that has a beta of lower than 1 can be considered as less volatile compared to the benchmark.

This fund has an alpha of 6.67. Alpha is excess returns earned over the benchmark. Any fund that has alpha of more than zero can provide higher returns compared to benchmark.

It invests in small companies like Deepak Nitrate, KPIT Tech, Tube Investments, NIIT, Navin Fluorine International etc.

From a 5 year rolling return perspective, this fund generated :

  • Over 12% returns – 71% of the times
  • Over 8% returns – 17% of the times
  • < 8% returns – 12% of the times
  • It did not generate any negative returns.
Performance & Risk Metrics Nippon Small cap fund
Value Research Rating 4 Star
3 Years – Annualised Returns 31%
5 Years – Annualised Returns 22%
10 Years – Annualised Returns 26%
1 Lac invesed 10 years back is now 11 Lacs
10K SIP per month invested in 10 years 47 Lacs
AUM –  Crores 18,832
Risk Grade Average
Return Grade Above Average
Beta 0.92
Alpha 6.67

This fund generated 20.67% annualized return since inception in 2010. It is one of the best multibagger small cap mutual fund to invest in 2022.

You may like: 5 Multibagger Stocks that are doubling every 4 years

#2 – SBI Small cap fund

Even this fund invests in small companies in India.

Key Ratios and Performance of the Fund

It invests in small companies like Sheelam Foam, Eligi equipments, Blue Star, Carborundum Universal, Hatsum Agro Products etc.,

This fund has a low beta of 0.77. Beta refers to the volatility of the fund compared to its benchmark (which is 1). Any fund that has a beta of lower than 1 can be considered as less volatile compared to the benchmark.

This fund has an alpha of 7. Alpha is excess returns earned over the benchmark. Any fund that has alpha of more than zero can provide higher returns compared to benchmark.

From a 5 year rolling return perspective, this fund generated:

  • Over12% returns – 89% of the times
  • Over 8% returns – 8% of the times
  • < 8% returns – 3% of the times
  • It did not generate any negative returns.
Performance & Risk Metrics SBI Small cap fund
Value Research Rating 4 Star
3 Years – Annualised Returns 28%
5 Years – Annualised Returns 22%
10 Years – Annualised Returns 25.5%
1 Lac invesed 10 years back is now 9.8 Lacs
10K SIP per month invested in 10 years 46 Lacs
AUM –  Crores 11,250
Risk Grade Below average
Return Grade Above Average
Beta 0.77
Alpha 7.00

This fund generated 20.6% annualized return since inception in 2009. It is one of the good multibagger small cap fund for 2022.

#3 – Mirae Asset Emerging Blue-chip fund

This fund’s investment objective is to generate income and capital appreciation from a diversified portfolio predominantly investing in large cap and mid cap companies.

Key Ratios and Performance of the Fund

It currently invests in large and midcap companies like ICICI Bank, Infosys, HDFC Bank, Axis Bank, SBI, JK Cement, Voltas etc.

This fund has a beta of 0.99. Beta refers to the volatility of the fund compared to its benchmark (which is 1). Any fund that has a beta of lower than 1 can be considered as less volatile compared to the benchmark.

This fund has an alpha of 5.12. Alpha is excess returns earned over the benchmark. Any fund that has alpha of more than zero can provide higher returns compared to benchmark.

From a 5 rolling return perspective, this fund generated :

  • Over 12% returns – 90% of the times
  • Over 8% returns – 8% of the times
  • < 8% – 2% of the times
  • It did not generate any negative returns.
Performance & Risk Metrics Mirae Asset Emerging Blue chip fund
Value Research Rating 5 Star
3 Years – Annualised Returns 25%
5 Years – Annualised Returns 20%
10 Years – Annualised Returns 24.6%
1 Lac invesed 10 years back is now 9 Lacs
10K SIP per month invested in 10 years 41.8 Lacs
AUM –  Crores 21,972
Risk Grade Low
Return Grade High
Beta 0.99
Alpha 5.12

This fund generated 21.65% annualized return since inception in 2010. It is one of the best large-Midcap multibagger fund for 2022.

#4 – ICICI Pru Technology Fund

This fund invests in IT / related technology companies in India.

Key Ratios and Performance of the Fund

It currently invests in technology companies like Infosys, HCL Technologies, TCS, Tech Mahindra, Wipro, Persistent Systems etc.,

This fund has a low beta of 0.94. Beta refers to the volatility of the fund compared to its benchmark (which is 1). Any fund that has a beta of lower than 1 can be considered as less volatile compared to the benchmark.

This fund has an alpha of 4.73. Alpha is excess returns earned over the benchmark. Any fund that has alpha of more than zero can provide higher returns compared to benchmark.

For 5 year rolling return perspective, this fund generated:

  • Over 12% returns – 76% of the times
  • Over 8% returns – 10% of the times
  • < 8% returns – 15% of the times
  • It did not generate any negative returns
Performance & Risk Metrics ICICI Pru Technology fund
Value Research Rating
3 Years – Annualised Returns 37%
5 Years – Annualised Returns 32%
10 Years – Annualised Returns 25.0%
1 Lac invesed 10 years back is now 9 Lacs
10K SIP per month invested in 10 years 47.2 Lacs
AUM –  Crores 7,909
Risk Grade
Return Grade
Beta 0.94
Alpha 4.73

This fund generated 13.2% annualized return since inception in 2000. While sector fund could be little riskier, it is one of the best multibagger technology funds to invest in 2022 too. One can park small amounts in such funds.

Also Read: 10 Best mutual fund with diversified portfolios to invest in 2022

#5 – Motilal Oswal Nasdaq 100 Fund of Fund

The scheme seeks an investment return that corresponds to the performance of NASDAQ 100 Index.

Key Ratios and Performance of the Fund

It invests in Nasdaq listed companies like Amazon, Facebook, Microsoft, Apple etc.

Since it is global fund, beta and alpha details are available.

From 5 year rolling return perspective, this fund generated :

  • Over 12% returns – 98% of the times
  • Over 8% returns – 2% of the times
  • It did not generate any negative returns
Performance & Risk Metrics Motilal Oswal NASDAQ 100 Fund of Fund
Value Research Rating
3 Years – Annualised Returns 31%
5 Years – Annualised Returns 25%
10 Years – Annualised Returns 23.8%
1 Lac invesed 10 years back is now 8.4 Lacs
10K SIP per month invested in 10 years 40.8 Lacs
AUM –  Crores 6,273

This fund generated 23.6% annualized return since inception in 2011. It is one of the best multibagger global mutual fund to invest in India.

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Suresh KP

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