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Mutual Fund SIP Returns

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Data as on - 30-11-2022
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 14,024.92 1.77 36000.00 40627.02 29.05
HDFC Multi Cap Fund Gr HDFCMF 07-12-2021 5,799.95 2.09 36000.00 40426.81 27.74
Quant Active Fund Gr QuantMF 21-03-2001 3,221.38 2.63 36000.00 40365.51 27.34
Kotak Multicap Fund Reg Gr KotakMF 29-09-2021 4,302.78 1.85 36000.00 40320.78 27.05
ITI Multi Cap Reg Gr ITIMF 05-05-2019 480.48 2.65 36000.00 39459.14 21.47
ICICI Pru Multi Cap Gr ICICIMF 01-10-1994 7,026.94 1.94 36000.00 39363.17 20.86
IDFC Multi Cap Fund Reg Gr IDFCMF 02-12-2021 1,163.63 2.25 36000.00 39146.87 19.47
Mahindra Manulife Multi Cap Badhat Yojana Reg Gr MahindraManulifeMF 05-05-2017 1,510.45 2.3 36000.00 38641.29 16.26
Invesco India Multi Cap Gr InvescoMF 17-03-2008 2,321.37 2.03 36000.00 38562.83 15.77
Axis Multicap Fund Reg Gr | Invest Online AxisMF 05-12-2021 5,519.02 1.86 36000.00 38242.09 13.75
Baroda BNP Paribas Multi Cap Plan A Gr BarodaMF 12-09-2003 1,715.22 2.27 36000.00 38162.99 13.25
Sundaram Multi Cap Fund Gr SundaramMF 02-01-2013 1,898.96 2.14 36000.00 38129.87 13.04
ABSL Multi-Cap Fund Reg Gr ABSLMF 07-05-2021 3,837.36 2.08 36000.00 38081.76 12.75
Category Average - - - - 36000.00 39194.63 19.83
NIFTY 50 TRI - 30-06-1999 - - 36000.00 39692.05 22.97

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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