Sundaram Mutual Balanced Advantage Fund New 728x90

Mutual Fund SIP Returns

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Data as on - 01-06-2023
Scheme Name AMC Name Launch Date AUM (Crore) Expense Ratio (%) Invested Amount Current Value Return (%)
Parag Parikh Flexi Cap Reg Gr PPFASMF 05-05-2013 33,615.95 1.52 36000.0 39933.77 24.96
JM Flexi Cap Gr JMMF 23-09-2008 284.69 2.32 36000.0 39222.39 20.3
HDFC Flexi Cap Gr HDFCMF 01-01-1995 33,221.69 1.61 36000.0 38687.58 16.84
Mahindra Manulife Flexi Cap Fund Reg Gr MahindraManulifeMF 23-08-2021 938.64 2.16 36000.0 38654.56 16.63
LICMF Flexi Cap Reg Gr LICMF 15-04-1993 399.06 2.54 36000.0 38577.04 16.13
DSP Flexi Cap Reg Gr DSPMF 29-04-1997 7,847.24 1.79 36000.0 38543.94 15.92
Invesco India Flexi Cap Fund Gr InvescoMF 14-02-2022 945.04 2.18 36000.0 38512.66 15.72
Navi Flexi Cap Reg Gr NaviMF 02-07-2018 207.85 2.29 36000.0 38413.34 15.08
HSBC Flexi Cap Gr HSBCMF 24-02-2004 3,216.71 2.01 36000.0 38237.44 13.95
Edelweiss Flexi Cap Reg Gr EdelweissMF 05-01-2015 1,117.87 2.15 36000.0 38214.68 13.81
SBI Flexi Cap Reg Gr | Invest Online SBIMF 05-09-2005 16,457.56 1.78 36000.0 38202.79 13.73
Kotak Flexi Cap Gr KotakMF 05-09-2009 37,216.56 1.55 36000.0 38075.96 12.93
Samco Flexi Cap Fund Reg Gr 04-02-2022 701.33 2.29 36000.0 38074.33 12.92
ICICI Pru Flexicap Gr ICICIMF 05-07-2021 11,093.41 1.72 36000.0 38054.88 12.79
PGIM India Flexi Cap Reg Gr PGIMIndiaMF 05-02-2015 5,457.25 1.8 36000.0 38014.43 12.53
Franklin India Flexi Cap Gr FranklinMF 29-09-1994 10,370.11 1.77 36000.0 38003.05 12.46
Union Flexi Cap Gr UnionMF 10-06-2011 1,404.98 2.14 36000.0 37989.5 12.38
Tata Flexi Cap Reg Gr TataMF 05-08-2018 2,131.17 2.03 36000.0 37977.46 12.3
Nippon India Flexi Cap Fund Reg Gr NipponIndiaMF 05-08-2021 4,166.58 1.86 36000.0 37937.1 12.04
BANK OF INDIA Flexi Cap Reg Gr 05-06-2020 353.59 2.32 36000.0 37908.32 11.86
Canara Robeco Flexi Cap Reg Gr CanaraMF 05-09-2003 9,095.95 1.71 36000.0 37907.96 11.86
ABSL Flexi Cap Gr Reg ABSLMF 14-08-1998 15,935.11 1.72 36000.0 37897.92 11.8
Quant Flexi Cap Gr QuantMF 01-09-2008 1,333.54 2.33 36000.0 37794.81 11.14
Motilal Oswal Flexi Cap Fund Reg Gr MotilalMF 08-04-2014 8,368.09 1.79 36000.0 37772.28 11.0
IDBI Flexi Cap Gr Reg IDBIMF 28-03-2014 360.14 2.53 36000.0 37626.43 10.08
Taurus Flexi Cap Reg Gr TaurusMF 29-01-1994 249.01 2.64 36000.0 37445.55 8.94
Axis Flexi Cap Reg Gr | Invest Online AxisMF 05-11-2017 10,731.21 1.74 36000.0 37285.75 7.94
Bandhan Flexi Cap Reg Gr BandhanMF 14-09-2005 5,596.31 1.9 36000.0 37267.47 7.82
UTI Flexi Cap Gr UTIMF 05-08-2005 24,236.57 1.62 36000.0 37226.18 7.57
Shriram Flexi Cap Reg Gr ShriramMF 05-09-2018 60.63 2.55 36000.0 36961.6 5.92
Category Average - - - - 36000.0 38080.71 12.98
NIFTY 50 TRI - 30-06-1999 - - 36000.0 38042.76 12.79

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.

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