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Mutual Fund SIP Calculator - Equity: Focused

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To see SIP Returns with Yearly Enhancements scroll down to bottom of the Cash Flow table.

Summary

Fund Name AMC Name Launch Date Nav Date Nav Units No of
Installments
Investment
Amount
SIP value as on
01-11-2021
SIP value as on
16-04-2024
XIRR (%)
as on 16-04-2024
Action
SBI Focused Equity Reg Gr | Invest Online SBIMF 01-10-2004 01-11-2021 250.9666 4314.445 60 600000.0 1082781.59 1,260,789 15.77

Cash Flow

SBI Focused Equity Reg Gr
Nav Date Nav Cumulative Units Cumulative Invested Amount Market Value
01-12-2016 99.2978 100.7072 10000.0 10000.00340416
02-01-2017 95.4993 205.42 20000.0 19617.466206
01-02-2017 100.2166 305.2039 30000.0 30586.497164739998
01-03-2017 103.9256 401.4266 40000.0 41718.500260960005
03-04-2017 107.8214 494.1726 50000.0 53282.38157364
02-05-2017 108.5925 586.26 60000.0 63663.43905
01-06-2017 109.7523 677.3743 70000.0 74343.38738589
03-07-2017 114.1275 764.9956 80000.0 87307.035339
01-08-2017 118.5524 849.3465 90000.0 100692.0660066
01-09-2017 119.1257 933.2914 100000.0 111178.99132897999
03-10-2017 119.2692 1017.1353 110000.0 121312.91352276
01-11-2017 123.7657 1097.9331 120000.0 135886.45867467
01-12-2017 131.8365 1173.7846 130000.0 154747.6534179
01-01-2018 137.5624 1246.4789 140000.0 171468.62903336002
01-02-2018 136.8885 1319.5311 150000.0 180628.63298234998
01-03-2018 132.7341 1394.8697 160000.0 185146.77424677002
02-04-2018 132.1678 1470.5311 170000.0 194356.86031858
02-05-2018 138.4982 1542.7342 180000.0 213665.90977844002
01-06-2018 136.0126 1616.2568 190000.0 219831.28963568
02-07-2018 130.3396 1692.9795 200000.0 220662.27083819997
01-08-2018 136.4573 1766.2625 210000.0 241019.41184125002
03-09-2018 139.9893 1837.6965 220000.0 257257.84664744997
01-10-2018 126.8411 1916.5353 230000.0 243095.44564083
01-11-2018 125.2886 1996.351 240000.0 250120.0218986
03-12-2018 128.748 2074.0221 250000.0 267026.1973308
01-01-2019 132.6721 2149.3959 260000.0 285164.86778439
01-02-2019 127.8936 2227.5859 270000.0 284893.98006024
01-03-2019 130.2308 2304.3727 280000.0 300100.30021916
01-04-2019 141.3227 2375.1327 290000.0 335660.16602229
02-05-2019 141.9869 2445.5617 300000.0 347237.72454173
03-06-2019 147.8847 2513.1819 310000.0 371661.15132693003
01-07-2019 145.5739 2581.8755 320000.0 375853.68584945006
01-08-2019 137.6388 2654.5294 330000.0 365366.24118072
03-09-2019 133.6312 2729.3622 340000.0 364727.94602064
01-10-2019 143.805 2798.9008 350000.0 402495.929544
01-11-2019 150.0794 2865.5322 360000.0 430057.35325668
02-12-2019 152.5376 2931.0898 370000.0 447101.40347648005
01-01-2020 153.4303 2996.266 380000.0 459717.9912598
03-02-2020 156.8164 3060.0348 390000.0 479863.64121071994
02-03-2020 153.5835 3125.146 400000.0 479970.860691
01-04-2020 117.3625 3210.3521 410000.0 376774.94833625
04-05-2020 125.1976 3290.2258 420000.0 411928.37361808
01-06-2020 130.5218 3366.8414 430000.0 439446.19984252
01-07-2020 137.807 3439.4067 440000.0 473974.31910689996
03-08-2020 140.0776 3510.7957 450000.0 491783.83574631996
01-09-2020 150.5033 3577.2394 460000.0 538386.33459002
01-10-2020 144.721 3646.3379 470000.0 527701.6672259
02-11-2020 147.8914 3713.9551 480000.0 549262.01927614
01-12-2020 168.1116 3773.4394 490000.0 634358.93503704
01-01-2021 176.4778 3830.1038 500000.0 675928.2923956399
01-02-2021 174.9618 3887.2591 510000.0 680121.84920238
01-03-2021 186.1961 3940.9659 520000.0 733792.48081299
01-04-2021 188.3177 3994.0677 530000.0 752153.64290829
03-05-2021 192.1538 4046.1093 540000.0 777475.27721034
01-06-2021 201.6491 4095.7004 550000.0 825894.29952964
01-07-2021 209.7399 4143.3785 560000.0 869031.79225215
02-08-2021 216.7825 4189.5077 570000.0 908211.95297525
01-09-2021 231.5192 4232.7007 580000.0 979951.4799034401
01-10-2021 238.6724 4274.5991 590000.0 1020228.8262348401
01-11-2021 250.9666 4314.445 600000.0 1082781.5925369998

Mutual Fund SIP Calculator helps you get returns of any 5 mutual fund schemes of your choice in a category that you select. You can input the SIP amount, select the SIP frequency like monthly, fortnightly and quarterly. You can also select the SIP start and end date and get the results which shows the AMC name, scheme inception date, NAV date, number of SIP instalments, invested value, SIP value as on the selected date and the SIP returns in XIRR (%). Over and above the returns, you can also see the cash flow for the period chosen for each scheme with details like, NAV date, NAV, cumulative units, cumulative investment amount and market value. The results can be downloaded in excel.

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