Mutual Fund SIP Returns - Equity: Focused
| Scheme Name | AMC Name | Launch Date | AUM (Crore) | TER (%) | Invested Amount | Current Value | Return (%) |
|---|---|---|---|---|---|---|---|
| Motilal Oswal Focused Fund Reg Plan Gr | Invest Online | MotilalMF | 05-05-2013 | 1,635.12 | 2.12 | 36000.0 | 41332.84 | 34.29 |
| Old Bridge Focused Fund Reg Gr | 24-01-2024 | 3,669.64 | 2.17 | 36000.0 | 40042.44 | 25.67 | |
| Quant Focused Gr Plan | QuantMF | 01-08-2008 | 842.69 | 3.11 | 36000.0 | 39520.63 | 22.24 |
| Invesco India Focused Gr | InvescoMF | 08-09-2020 | 5,706.62 | 2.01 | 36000.0 | 39456.49 | 21.82 |
| Union Focused Reg Gr | Invest Online | UnionMF | 05-08-2019 | 439.85 | 2.56 | 36000.0 | 38905.66 | 18.24 |
| SBI Focused Fund Reg Plan Gr | Invest Online | SBIMF | 01-10-2004 | 47,274.19 | 1.71 | 36000.0 | 38603.15 | 16.58 |
| HSBC Focused Fund Reg Gr | HSBCMF | 22-07-2020 | 1,723.44 | 2.24 | 36000.0 | 38421.68 | 15.13 |
| 360 One Focused Fund Reg Gr | Invest Online | 360ONEMF | 30-10-2014 | 6,644.68 | 2.21 | 36000.0 | 38306.42 | 14.39 |
| Axis Focused Fund Reg Gr | Invest Online | AxisMF | 02-05-2012 | 11,041.57 | 1.99 | 36000.0 | 38291.82 | 14.3 |
| Kotak Focused Fund Reg Gr | Invest Online | KotakMF | 05-07-2019 | 4,298.8 | 2.01 | 36000.0 | 38223.53 | 13.86 |
| LIC MF Focused Fund Reg Gr | Invest Online | LICMF | 13-11-2017 | 170.66 | 4.54 | 36000.0 | 38210.95 | 13.78 |
| ITI Focused Fund Reg Gr | ITIMF | 19-06-2023 | 596.77 | 2.58 | 36000.0 | 38175.73 | 13.56 |
| Sundaram Focused Fund Gr | SundaramMF | 05-01-2013 | 1,053.04 | 2.32 | 36000.0 | 38049.48 | 12.75 |
| ABSL Focused Gr | ABSLMF | 05-10-2005 | 7,854.74 | 1.94 | 36000.0 | 37854.04 | 11.51 |
| JM Focused Fund Reg Gr | JMMF | 05-03-2008 | 284.34 | 2.81 | 36000.0 | 37852.54 | 11.5 |
| DSP Focused Fund Reg Gr | DSPMF | 10-06-2010 | 2,600.92 | 2.07 | 36000.0 | 37724.94 | 10.7 |
| ICICI Pru Focused Equity Gr | ICICIMF | 05-05-2009 | 17,011.76 | 2.23 | 36000.0 | 37563.24 | 9.68 |
| Edelweiss Focused Fund Reg Gr | EdelweissMF | 26-07-2022 | 1,030.2 | 2.26 | 36000.0 | 37337.17 | 8.26 |
| UTI Focused Fund Reg Gr | UTIMF | 25-08-2021 | 2,413.44 | 2.14 | 36000.0 | 37178.59 | 7.27 |
| Canara Robeco Focused Fund Reg Gr | Invest Online | CanaraMF | 05-05-2021 | 2,768.51 | 2.15 | 36000.0 | 37096.72 | 6.76 |
| Nippon India Focused Fund Gr Plan Gr | NipponIndiaMF | 26-12-2006 | 8,531.15 | 2.08 | 36000.0 | 37076.86 | 6.63 |
| HDFC Focused Fund Gr | Invest Online | HDFCMF | 05-09-2004 | 27,303.27 | 1.67 | 36000.0 | 37066.48 | 6.57 |
| Bandhan Focused Fund Reg Gr | Invest Online | BandhanMF | 16-03-2006 | 2,067.43 | 2.33 | 36000.0 | 37044.29 | 6.43 |
| Tata Focused FundReg PlanGr | TataMF | 05-12-2019 | 1,760.25 | 2.21 | 36000.0 | 36844.37 | 5.19 |
| MahIndra Manulife Focused Fund Reg Gr | MahindraManulifeMF | 01-11-2020 | 2,197.89 | 2.13 | 36000.0 | 36756.9 | 4.65 |
| Mirae Asset Focused Reg Gr | Invest Online | MiraeMF | 05-05-2019 | 6,575.73 | 2.11 | 36000.0 | 36680.62 | 4.17 |
| Baroda BNP Paribas Focused Fund Reg Gr | BarodaMF | 06-10-2017 | 647.97 | 3.13 | 36000.0 | 36347.89 | 2.13 |
| FranklIn India Focused Equity Gr | FranklinMF | 05-07-2007 | 11,408.91 | 1.88 | 36000.0 | 35521.93 | -2.89 |
| Category Average | - | - | - | - | 36000.0 | 37910.26 | 11.97 |
| NIFTY 500 TRI | - | 01-01-1995 | - | - | 36000.0 | 37389.79 | 8.59 |
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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