Mutual Fund Benchmark Returns - NIFTY 50 TRI

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Summary

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Benchmark Name	SIP Investment Cost	SIP Value as on 30-09-2023	Growth Amount	Enhanced Growth Amount	Enhanced Growth (%)	CAGR Returns (%)
NIFTY 50 TRI	960000.00	1922132.20	962132.20	526980.54	37.77%	13.78

Cash Flow

NIFTY 50 TRI
Nav Date	Nav	Cumulative Units	Cumulative Invested Amount	Market Value
01-01-2013	7650.82	0.6535	5000.0	4999.81
01-02-2013	7713.77	1.3017	10000.0	10041.01
01-03-2013	7358.52	1.9812	15000.0	14578.7
01-04-2013	7343.48	2.6621	20000.0	19549.08
02-05-2013	7723.29	3.3095	25000.0	25560.23
03-06-2013	7673.77	3.9611	30000.0	30396.57
01-07-2013	7636.62	4.6158	35000.0	35249.11
01-08-2013	7431.15	5.2886	40000.0	39300.38
02-09-2013	7206.03	5.9825	45000.0	43110.07
01-10-2013	7512.98	6.648	50000.0	49946.29
01-11-2013	8204.56	7.2574	55000.0	59543.77
02-12-2013	8089.61	7.8755	60000.0	63709.72
01-01-2014	8201.82	8.5461	65500.0	70093.57
03-02-2014	7816.09	9.2498	71000.0	72297.27
03-03-2014	8105.73	9.9283	76500.0	80476.12
01-04-2014	8761.86	10.556	82000.0	92490.19
02-05-2014	8727.93	11.1862	87500.0	97632.37
02-06-2014	9610.85	11.7585	93000.0	113009.18
01-07-2014	9996.74	12.3087	98500.0	123046.87
01-08-2014	9984.48	12.8596	104000.0	128396.42
01-09-2014	10553.26	13.3808	109500.0	141211.06
01-10-2014	10449.7	13.9071	115000.0	145325.02
03-11-2014	10955.32	14.4091	120500.0	157856.3
01-12-2014	11261.08	14.8975	126000.0	167761.94
01-01-2015	10905.87	15.4477	132000.0	168470.61
02-02-2015	11583.49	15.9657	138000.0	184938.53
02-03-2015	11796.73	16.4743	144000.0	194342.87
01-04-2015	11327.63	17.004	150000.0	192615.02
04-05-2015	10992.81	17.5498	156000.0	192921.62
01-06-2015	11136.64	18.0886	162000.0	201446.23
01-07-2015	11197.83	18.6244	168000.0	208552.87
03-08-2015	11342.11	19.1534	174000.0	217239.97
01-09-2015	10346.16	19.7333	180000.0	204163.88
01-10-2015	10568.94	20.301	186000.0	214560.05
02-11-2015	10712.32	20.8611	192000.0	223470.78
01-12-2015	10586.99	21.4278	198000.0	226855.9
01-01-2016	10598.0	22.0411	204500.0	233591.58
01-02-2016	10058.69	22.6873	211000.0	228204.52
01-03-2016	9617.51	23.3632	217500.0	224695.81
01-04-2016	10291.69	23.9948	224000.0	246947.04
02-05-2016	10415.52	24.6189	230500.0	256418.65
01-06-2016	10934.62	25.2133	237000.0	275697.85
01-07-2016	11175.85	25.7949	243500.0	288279.93
01-08-2016	11612.19	26.3547	250000.0	306035.78
01-09-2016	11810.69	26.905	256500.0	317766.61
03-10-2016	11769.16	27.4573	263000.0	323149.36
01-11-2016	11631.33	28.0161	269500.0	325864.5
01-12-2016	11050.0	28.6043	276000.0	316077.51
02-01-2017	11031.91	29.2388	283000.0	322559.81
01-02-2017	11758.63	29.8341	290000.0	350808.14
01-03-2017	12079.8	30.4136	297000.0	367390.21
03-04-2017	12493.39	30.9739	304000.0	386969.01
02-05-2017	12596.08	31.5296	311000.0	397149.36
01-06-2017	13022.35	32.0671	318000.0	417589.0
03-07-2017	13060.15	32.6031	325000.0	425801.38
01-08-2017	13775.33	33.1113	332000.0	456119.08
01-09-2017	13598.09	33.6261	339000.0	457250.73
03-10-2017	13448.66	34.1466	346000.0	459226.01
01-11-2017	14255.58	34.6376	353000.0	493779.08
01-12-2017	13823.52	35.144	360000.0	485813.79
01-01-2018	14252.02	35.6702	367500.0	508372.4
01-02-2018	15052.72	36.1684	375000.0	544432.8
01-03-2018	14311.52	36.6925	382500.0	525125.45
02-04-2018	14000.07	37.2282	390000.0	521197.41
02-05-2018	14695.26	37.7386	397500.0	554578.54
01-06-2018	14695.4	38.249	405000.0	562084.35
02-07-2018	14675.42	38.7601	412500.0	568820.75
01-08-2018	15658.27	39.2391	420000.0	614416.42
03-09-2018	16007.84	39.7076	427500.0	635632.91
01-10-2018	15221.75	40.2003	435000.0	611918.92
01-11-2018	14371.1	40.7222	442500.0	585222.81
03-12-2018	15069.07	41.2199	450000.0	621145.56
01-01-2019	15114.9	41.7492	458000.0	631034.98
01-02-2019	15099.21	42.279	466000.0	638379.5
01-03-2019	15077.91	42.8096	474000.0	645479.3
01-04-2019	16208.94	43.3032	482000.0	701898.97
02-05-2019	16286.18	43.7944	490000.0	713243.48
03-06-2019	16815.25	44.2702	498000.0	744414.48
01-07-2019	16540.88	44.7539	506000.0	740268.89
01-08-2019	15350.83	45.275	514000.0	695008.83
03-09-2019	15124.8	45.8039	522000.0	692774.83
01-10-2019	15912.03	46.3067	530000.0	736833.6
01-11-2019	16685.73	46.7862	538000.0	780661.9
02-12-2019	16906.88	47.2594	546000.0	799009.0
01-01-2020	17096.83	47.7566	554500.0	816486.47
01-02-2020	16369.0	48.2759	563000.0	790228.21
02-03-2020	15632.14	48.8197	571500.0	763156.39
01-04-2020	11621.35	49.5511	580000.0	575850.68
04-05-2020	13086.63	50.2006	588500.0	656956.68
01-06-2020	13850.0	50.8143	597000.0	703778.06
01-07-2020	14707.64	51.3922	605500.0	755857.98
03-08-2020	15388.98	51.9445	614000.0	799372.87
01-09-2020	16227.14	52.4683	622500.0	851410.45
01-10-2020	16156.44	52.9944	631000.0	856200.84
02-11-2020	16542.08	53.5082	639500.0	885136.93
01-12-2020	18591.25	53.9654	648000.0	1003284.24
01-01-2021	19885.36	54.418	657000.0	1082121.52
01-02-2021	20263.44	54.8621	666000.0	1111694.87
01-03-2021	20975.08	55.2912	675000.0	1159737.34
01-04-2021	21137.69	55.717	684000.0	1177728.67
03-05-2021	20815.43	56.1494	693000.0	1168773.91
01-06-2021	22192.25	56.5549	702000.0	1255080.48
01-07-2021	22396.4	56.9568	711000.0	1275627.28
02-08-2021	22730.42	57.3527	720000.0	1303650.96
01-09-2021	24445.62	57.7209	729000.0	1411023.19
01-10-2021	25111.25	58.0793	738000.0	1458443.82
01-11-2021	25710.8	58.4293	747000.0	1502264.05
01-12-2021	24632.06	58.7947	756000.0	1448234.58
03-01-2022	25298.63	59.1702	765500.0	1496925.0
01-02-2022	25234.89	59.5467	775000.0	1502654.42
02-03-2022	23882.72	59.9445	784500.0	1431637.71
01-04-2022	25413.94	60.3183	794000.0	1532925.66
02-05-2022	24558.61	60.7051	803500.0	1490832.88
01-06-2022	23868.85	61.1031	813000.0	1458460.73
01-07-2022	22788.18	61.52	822500.0	1401928.83
01-08-2022	25128.57	61.8981	832000.0	1555410.74
01-09-2022	25472.24	62.2711	841500.0	1586184.4
03-10-2022	24520.52	62.6585	851000.0	1536419.0
01-11-2022	26380.97	63.0186	860500.0	1662491.8
01-12-2022	27354.74	63.3659	870000.0	1733357.72
02-01-2023	26460.41	63.7438	880000.0	1686687.08
01-02-2023	25619.24	64.1341	890000.0	1643066.9
01-03-2023	25398.4	64.5278	900000.0	1638902.88
03-04-2023	25321.85	64.9227	910000.0	1643962.87
02-05-2023	26423.3	65.3012	920000.0	1725473.2
01-06-2023	26989.35	65.6717	930000.0	1772436.5
03-07-2023	28254.9	66.0256	940000.0	1865546.73
01-08-2023	28880.78	66.3719	950000.0	1916872.24
01-09-2023	28509.94	66.7227	960000.0	1902260.17

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