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Mutual Fund SIP Returns

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Data as on - 05-07-2022
Scheme Name AMC Name Launch Date AUM (Crore) Expense Ratio (%) Invested Amount Current Value Return (%)
Nippon India Multi Cap Gr Gr NipponIndiaMF 25-03-2005 11,638.57 1.88 36000.00 35227.52 -4.68
ICICI Pru Multi Cap Gr ICICIMF 01-10-1994 6,319.66 1.98 36000.00 33993.89 -11.99
ABSL Multi-Cap Fund Reg Gr ABSLMF 07-05-2021 3,432.32 1.96 36000.00 33447.03 -15.16
Sundaram Multi Cap Fund Gr SundaramMF 02-01-2013 1,724.27 2.21 36000.00 33317.94 -15.9
Quant Active Fund Gr QuantMF 21-03-2001 2,329.31 2.63 36000.00 33225.64 -16.43
Mahindra Manulife Multi Cap Badhat Yojana Reg Gr MahindraManulifeMF 05-05-2017 1,156.96 2.32 36000.00 32737.94 -19.21
Baroda BNP Paribas Multi Cap Plan A Gr BarodaMF 12-09-2003 1,087.81 2.5 36000.00 32703.70 -19.4
Invesco India Multi Cap Gr InvescoMF 17-03-2008 1,861.43 2.22 36000.00 32566.14 -20.18
ITI Multi Cap Reg Gr ITIMF 05-05-2019 372.65 2.65 36000.00 32360.20 -21.33
Category Average - - - - 36000.00 33286.67 -16.03
NIFTY 50 TRI - 30-06-1999 - - 36000.00 33702.64 -13.69

Mutual Fund SIP Returns helps you get monthly SIP returns instantly for all mutual fund schemes in a category of your choice. You can select any period - between 1 year to 22 years - select the monthly SIP amount from the drop down, from Rs 1,000/ 2,000, 3,000, 5,000, 10,000, 15,000, 20,000, 25,000, 30,000, 35,000, 40,000, 45,000 and 50,000. Along with the monthly SIP returns of each scheme in the selected category, you also get the AMC name, launch date, AUM (in Crores), expense ratio, Total amount invested in the selected period and the total current value along with the SIP return percentage in XIRR. At the end of the table, you get to see the Scheme Category average SIP returns and the benchmark SIP returns. This help you figure out how the scheme monthly SIP returns have done compared to the category and Benchmark monthly SIP returns. The results can be downloaded in excel.

Advisorkhoj develops innovative mutual fund research tools that may help you in your mutual fund investments. Mutual Fund Distributors wanting to display Mutual Fund Research on their website may write to pradip@advisorkhoj.com for APIs. We would be happy to get your feedback, suggestions. Please leave your comments below.

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