Mutual Fund SIP Returns - Equity: Focused
| Scheme Name | AMC Name | Launch Date | AUM (Crore) | TER (%) | Invested Amount | Current Value | Return (%) |
|---|---|---|---|---|---|---|---|
| ICICI Pru Focused Equity Gr | ICICIMF | 05-05-2009 | 11,662.63 | 1.72 | 36000.0 | 37950.04 | 12.05 |
| SBI Focused Equity Reg Gr | Invest Online | SBIMF | 01-10-2004 | 37,119.75 | 1.56 | 36000.0 | 37804.03 | 11.13 |
| LIC MF Focused Fund Reg Gr | Invest Online | LICMF | 13-11-2017 | 140.44 | 2.52 | 36000.0 | 37786.75 | 11.02 |
| HDFC Focused 30 Gr | Invest Online | HDFCMF | 05-09-2004 | 19,551.6 | 1.66 | 36000.0 | 37577.66 | 9.71 |
| Nippon India Focused Equity Gr Gr | NipponIndiaMF | 26-12-2006 | 8,553.38 | 1.84 | 36000.0 | 37536.81 | 9.46 |
| ITI Focused Equity Fund Reg Gr | ITIMF | 19-06-2023 | 510.66 | 2.37 | 36000.0 | 37432.98 | 8.81 |
| Canara Robeco Focused Equity Fund Reg Gr | Invest Online | CanaraMF | 05-05-2021 | 2,615.63 | 1.95 | 36000.0 | 37414.74 | 8.69 |
| ABSL Focused Gr | ABSLMF | 05-10-2005 | 7,774.26 | 1.82 | 36000.0 | 37222.23 | 7.5 |
| Bandhan Focused Equity Reg Gr | Invest Online | BandhanMF | 16-03-2006 | 1,838.85 | 2.09 | 36000.0 | 37213.39 | 7.44 |
| Axis Focused Fund Reg Gr | Invest Online | AxisMF | 02-05-2012 | 12,675.6 | 1.74 | 36000.0 | 37169.42 | 7.17 |
| Invesco India Focused Gr | InvescoMF | 08-09-2020 | 3,979.31 | 1.88 | 36000.0 | 37148.49 | 7.04 |
| Mirae Asset Focused Reg Gr | Invest Online | MiraeMF | 05-05-2019 | 7,928.73 | 1.77 | 36000.0 | 37124.87 | 6.89 |
| DSP Focused Fund Reg Gr | DSPMF | 10-06-2010 | 2,576.29 | - | 36000.0 | 37111.13 | 6.81 |
| Kotak Focused Equity Reg Gr | Invest Online | KotakMF | 05-07-2019 | 3,536.63 | 1.89 | 36000.0 | 36985.18 | 6.03 |
| Old Bridge Focused Equity Reg Gr | 24-01-2024 | 1,735.43 | 2.12 | 36000.0 | 36961.81 | 5.88 | |
| HSBC Focused Fund Reg Gr | HSBCMF | 22-07-2020 | 1,666.68 | 2.12 | 36000.0 | 36868.45 | 5.31 |
| Franklin India Focused Equity Gr | FranklinMF | 05-07-2007 | 12,146.55 | 1.76 | 36000.0 | 36533.1 | 3.25 |
| Mahindra Manulife Focused Fund Reg Gr | MahindraManulifeMF | 01-11-2020 | 2,110.89 | 1.98 | 36000.0 | 36513.36 | 3.12 |
| UTI Focused Fund Reg Gr | UTIMF | 25-08-2021 | 2,602.19 | 1.98 | 36000.0 | 36439.64 | 2.67 |
| Union Focused Reg Gr | Invest Online | UnionMF | 05-08-2019 | 408.39 | 2.49 | 36000.0 | 36398.27 | 2.42 |
| Edelweiss Focused Fund Reg Gr | EdelweissMF | 26-07-2022 | 960.88 | 2.21 | 36000.0 | 36353.72 | 2.15 |
| BARODA BNP PARIBAS Focused Fund Reg Gr | BarodaMF | 06-10-2017 | 685.27 | 2.29 | 36000.0 | 36234.52 | 1.42 |
| 360 ONE Focused Equity Reg Gr | Invest Online | 360ONEMF | 30-10-2014 | 7,398.11 | 1.8 | 36000.0 | 36180.23 | 1.09 |
| Quant Focused Gr | QuantMF | 01-08-2008 | 1,052.61 | 2.18 | 36000.0 | 36056.41 | 0.34 |
| Sundaram Focused Fund Gr | SundaramMF | 05-01-2013 | 1,081.44 | 2.27 | 36000.0 | 35883.97 | -0.7 |
| Tata Focused Equity Reg Gr | TataMF | 05-12-2019 | 1,796.01 | 2.04 | 36000.0 | 35880.73 | -0.72 |
| Motilal Oswal Focused 25 (MOF25) Reg Gr | Invest Online | MotilalMF | 05-05-2013 | 1,555.61 | 2.14 | 36000.0 | 35771.1 | -1.38 |
| JM Focused Fund Reg Gr | JMMF | 05-03-2008 | 259.78 | 2.37 | 36000.0 | 35418.16 | -3.5 |
| Category Average | - | - | - | - | 36000.0 | 36820.4 | 5.04 |
| NIFTY 500 TRI | - | 01-01-1995 | - | - | 36000.0 | 37318.07 | 8.14 |
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 and Calculators that may help you in your investments. Mutual Fund Distributors who wish to display MF Research and calculators on their website may write to sales@advisorkhoj.com for APIs.
