Doubling investor wealth in three years: See how these MFs achieved it

Kolkata: Speed in appreciation of investment is extremely important. In fact, investors who look for appreciation of value often ascribe the biggest importance to this aspect. Doubling of investment is extremely important for most investors. Here are a few mutual fund schemes that have multiplied lump sums in less than three years.

The direct plan of this fund has generated an annualised SIP return as high as 36.38% in three years. An amount of Rs 10,000 invested in this fund three years ago has multiplied into Rs 24,422.00 and to Rs 46,925.30 in five years. Launched in February 2020, this fund has run up an AUM of Rs 12,982 crore. The NAV stood at Rs 52.5950 on July 16, 2025. It follows BSE 250 SmallCap TRI as its benchmark index. It has an expense ratio 1.66% against a category average of 1.84%.

The direct plan of this fund has generated 36.13% annualised SIP return in three years. If one has invested Rs 10,000 in this fund three years ago, it would have increased to Rs 24703.70 (35.07) and if invested five years ago it would have become Rs 40632.10 (32.34%). This data is with respect to July 17, 2025. Launched in May 2002, this fund has a size of Rs 7,619.74 crore and an NAV of Rs 351.5506. It has an expense ratio of 1.82% against a category average of 2.11%. NIFTY Infrastructure TRI is its benchmark index.

The direct plan of ICICI Prudential Infrastructure Fund has generated 35.88% annualised SIP return in the past three years. If one invested Rs 10,000 three years ago it would have risen to Rs 24648.50 (annualized return of 34.97%), while it would have risen to Rs 49145.10 if invested five years ago (annualised return of 37.47%). The NAV of this fund stood at Rs 199.48 on July 17. Launched in August 2005, the size of this fund is Rs 8,042.75 crore. It has an expense ratio of 1.85% against a category average of 2.11%. It is benchmarked against BSE India Infrastructure TRI.

The direct plan of Franklin Build India Fund has generated 34.73% annualised SIP return in three years. If one invested Rs 10,000 three years ago it would have turned into Rs 23710.40 -- annualised return of 33.24%. If invested five years ago, the amount would have grown into Rs 42723.40 -- an annualised growth of 33.68%. The fund was launched in September 2009. The fund size stood at Rs 2,968.3 crore on July 17, 2025 and the expense ratio was 1.99% against a category average of 2.11%.