Top Searches
Advertisement

SIP Success Stories: How Top Value Funds Can Turn ₹10,000 Monthly into ₹52 Lakh and Beyond

Updated: May 21, 2025 10:46

Image Source: Outlook Money
India’s value mutual funds are delivering impressive returns, making them a powerful wealth-building tool for disciplined investors. By investing ₹10,000 monthly via SIP (Systematic Investment Plan) in top value funds, investors have seen their portfolios grow to as much as ₹52 lakh over a 10-year period, thanks to strong compounding and robust fund performance.
 
Key Highlights:
  • Top Value Funds Shine: Leading value funds like ICICI Prudential Value Discovery Fund, HSBC Value Fund, Nippon India Value Fund, and JM Value Fund have consistently delivered annualized returns in the range of 16%–21% over the past decade, with some even outperforming broader benchmarks.
  • SIP Calculator Insights: Using a SIP calculator, a ₹10,000 monthly investment over 10 years at an average CAGR of 18% could grow to approximately ₹52 lakh. For example, the SBI Technology Opportunities Fund and SBI Contra Fund have turned similar SIPs into ₹36 lakh–₹35 lakh in 10 years at around 21% annualized returns, while funds with slightly higher returns or longer tenure can reach or exceed the ₹52 lakh mark.
  • Compounding Power: The SIP route leverages rupee cost averaging and compounding, allowing investors to accumulate significant wealth without timing the market. Even with moderate market fluctuations, disciplined SIPs in value funds have historically rewarded patient investors.
  • Accessibility and Flexibility: Most value funds allow SIPs starting as low as ₹500–₹1,000 per month, with no exit load after one year, making them accessible and liquid for retail investors.
  • Risk and Reward: While past performance is not a guarantee of future results, value funds’ focus on fundamentally strong, undervalued stocks offers a blend of growth and downside protection, making them a preferred choice for long-term wealth creation.
  • Bottom line: With the right value fund and a disciplined SIP approach, turning ₹10,000 monthly into ₹52 lakh is not just a dream—it’s a proven possibility for Indian investors.
Source: ET Money, Angel One, Financial Express

Advertisement

STORIES YOU MAY LIKE

Image Source: DateUpdateGo
VA Tech Wabag Delivers Robust Q4: Announces ₹4 Dividend, Posts Strong Revenue and Profit Surge
Image Source: YouTube
Royal Revival: IHCL to Transform Agartala’s Pushpabanta Palace into Taj’s Newest Luxury Heritage Hotel
Image Source: Goodreturns
GMM Pfaudler Faces Setback: Posts Q4 Loss but Rewards Shareholders with Dividend
Advertisement
Image Source: Bharat Articles
Mid-Flight Mayday: Celebi’s India Ban Sends Shockwaves Through Global Aviation
Image Source: Trade Brains
Hindustan Zinc Secures Key Composite Licenses for Critical Mineral Blocks, Expands Strategic Mining Portfolio
Image Source: Business Standard
IndiGo Soars High: Announces ₹10 Dividend, Reports Record Q4 Profit and Revenue
Image Source: Astral Ltd
Astral Ltd Shines in Q4: Revenue Rises, Profit Stays Robust, Dividend Announced
Advertisement
Live Blogs
Gill, Sudharsan Steal Spotlight as Gujarat Titans Clinch IPL 2025 Playoff Spot with Commanding Win
Sunil Joshi Applauds Harpreet Brar’s Game-Changing Spell in Punjab Kings’ Crucial IPL Win
Harpreet Brar’s Thigh-Slap Celebration Steals the Show as PBKS Edge Out RR in IPL 2025 Thriller
India’s EOS-09 Satellite Launch Fails Due to Third-Stage Malfunction
Top Stories
Image Source: India IPO
Interarch Building Solutions Delivers Record Q4: Announces ₹12.5 Dividend as Profits Surge
Image Source: Exchange4media
Colgate-Palmolive’s Q4: Misses the Mark, but Dividend Sparkles at ₹27 Per Share
Image Source: Legal Era
Stove Kraft Fires Up Q4: Revenue Rises, Profit Margins Hold Amid Competitive Market
Image Source: Wownews24x7
RBI Unlocks Affordable Housing Revolution: Weaver Services Acquires Capital India Home Loans
Advertisement
Advertisement

Follow WOWNEWS 24x7 on:

Copyright 2024 WOWNEWS 24x7. All rights reserved. The WOWNEWS 24x7 is not responsible for the content of external sites. Read about our approach to external linking.

Powered By Just Imagine