Mutual Fund SIP Returns - Hybrid: Equity Savings
| Scheme Name | AMC Name | Launch Date | AUM (Crore) | TER (%) | Invested Amount | Current Value | Return (%) |
|---|---|---|---|---|---|---|---|
| DSP Equity Savings Reg Gr | DSPMF | 28-03-2016 | 2,517.21 | 1.29 | 36000.0 | 37358.55 | 8.27 |
| ICICI Pru Equity Savings Cum | ICICIMF | 05-12-2014 | 12,854.84 | 0.95 | 36000.0 | 37245.47 | 7.57 |
| ABSL Equity Savings Reg Gr | ABSLMF | 10-11-2014 | 631.6 | 1.11 | 36000.0 | 37196.69 | 7.27 |
| LIC MF Equity Savings Fund Reg Gr | Invest Online | LICMF | 01-01-2013 | 19.12 | 2.32 | 36000.0 | 37168.94 | 7.1 |
| Edelweiss Equity Savings Reg Gr | EdelweissMF | 05-10-2014 | 577.29 | 1.6 | 36000.0 | 37112.16 | 6.75 |
| Tata Equity Savings Reg Gr | TataMF | 26-04-1997 | 259.61 | 1.14 | 36000.0 | 37111.81 | 6.75 |
| PGIM India Equity Savings Gr | Invest Online | PGIMIndiaMF | 29-01-2004 | 70.53 | 1.32 | 36000.0 | 37094.92 | 6.65 |
| UTI Equity Savings Reg Gr | UTIMF | 30-08-2018 | 668.12 | 1.61 | 36000.0 | 37042.34 | 6.32 |
| Bandhan Equity Savings Reg Gr | Invest Online | BandhanMF | 09-06-2008 | 271.53 | 1.1 | 36000.0 | 37038.98 | 6.29 |
| Mirae Asset Equity Savings Reg Gr | Invest Online | MiraeMF | 15-12-2018 | 1,359.48 | 1.35 | 36000.0 | 37032.02 | 6.26 |
| Sundaram Equity Savings Fund Gr | SundaramMF | 05-01-2013 | 976.2 | 2.2 | 36000.0 | 36954.82 | 5.79 |
| Franklin India Equity Savings Gr | FranklinMF | 01-08-2018 | 637 | 1.12 | 36000.0 | 36930.77 | 5.64 |
| Baroda BNP Paribas Equity Savings Reg Gr | BarodaMF | 25-07-2019 | 248.9 | 2.48 | 36000.0 | 36827.78 | 5.01 |
| Nippon India Equity Savings Gr Gr | NipponIndiaMF | 05-05-2015 | 690.68 | 1.78 | 36000.0 | 36761.88 | 4.61 |
| SBI Equity Savings Reg Gr | Invest Online | SBIMF | 01-05-2015 | 5,670.62 | 1.43 | 36000.0 | 36756.32 | 4.57 |
| Axis Equity Savings Fund Reg Gr | Invest Online | AxisMF | 01-08-2015 | 939.94 | 2.26 | 36000.0 | 36744.88 | 4.5 |
| HDFC Equity Savings Gr | HDFCMF | 05-09-2004 | 5,429.65 | 1.86 | 36000.0 | 36742.76 | 4.49 |
| Union Equity Savings Reg Gr | UnionMF | 02-08-2018 | 133.93 | 2.02 | 36000.0 | 36628.12 | 3.79 |
| Kotak Equity Savings Reg Gr | Invest Online | KotakMF | 11-10-2014 | 8,043.3 | 1.76 | 36000.0 | 36561.95 | 3.39 |
| Invesco India Equity Savings Reg Gr | InvescoMF | 15-02-2019 | 398.36 | 2.3 | 36000.0 | 36438.61 | 2.64 |
| Mahindra Manulife Equity Savings Reg Gr | MahindraManulifeMF | 05-02-2017 | 557.01 | 2.38 | 36000.0 | 36419.07 | 2.53 |
| HSBC Equity Savings Fund Reg Gr | HSBCMF | 01-01-2013 | 624.03 | 1.51 | 36000.0 | 35705.77 | -1.76 |
| Category Average | - | - | - | - | 36000.0 | 36857.94 | 5.2 |
| NIFTY 50 TRI | - | 30-06-1999 | - | - | 36000.0 | 36707.26 | 4.28 |
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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