• About Me
  • Disclaimer
  • Contact us
  • Suggest a topic
  • Home / Mutual Funds / 5 Multibagger Mutual Funds to invest in 2022 (10x returns in 10 years)
    Mutual Funds

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

    By Suresh KP Updated Not yet rated 7 min read
    0
    (0)

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

    ₹ 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 ₹ 11 Lacs

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

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

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

    #5 – Motilal Oswal NASDAQ 100 Fund of Fund – 1 Lac grown to ₹ 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.

    Have you liked our tips and analysis? Then share it on your Facebook, Twitter, Telegram and other social media, which might be useful to your friends too.

    Was this article helpful?

    Click on a star to rate it!

    Readers Average rating 0 / 5. Vote count: 0

    No votes so far! Be the first to rate this post.

    Suresh KP
    Disclaimer: This article is for education and comparison only and is not investment, insurance or tax advice. Suresh KP is not a SEBI-registered investment adviser. Investments are subject to market risks. Read all offer, scheme and policy documents carefully before making any decision. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.
    The ledger

    Found this useful? Get every new article by email.

    New articles and live tool updates, the moment we publish. No spam, ever.

    Free · Unsubscribe anytime

    12 comments

    Add a comment ↓
    1. Vijay

      #5 – Motilal Oswal Nasdaq 100 Fund of Fund

      I think you gave details of ETF in place of FOF.

    2. Hi Mr Suresh,
      appreciate your blog & the analysis. I have a question here:
      are there any Funds which predominantly invest in Real Estate pls ?
      Thks, Tom

      1. Tom, Yes they would have. You need to dig into individual mutual fund portfolios to know this. These might change quarter on quarter.

    3. Vijayan

      #3 – Mirae Asset Emerging Blue-chip fund

      //It currently invests in small companies like ICICI Bank, Infosys, HDFC Bank, Axis Bank, SBI, JK Cement, Voltas etc.//

      Typo error?!

      1. Its typo error and I rectified it. Looks you are viewing the cached page. Pls press F5 when you are viewing this page to get the updated one.

    4. Nanmith

      Motilal Oswal FOF has stopped now i guess. Pls check

      Also awaiting your article on best swp funds

      1. Lumpsum are paused or next few weeks as they reached 1 Bn threashold. Once they get SEBI approval, they would lift this. SIP is still continued. You need to give some time on SWP for me to analyse.

    Leave a comment

    Your email will not be published. Comments are moderated. Replies are general education only, not personalised investment advice.