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Mutual Fund SIP Returns - Hybrid: Equity Savings

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Data as on - 04-11-2025
Scheme Name AMC Name Launch Date AUM (Crore) TER (%) Invested Amount Current Value Return (%)
Mirae Asset Equity Savings Reg Gr | Invest Online MiraeMF 15-12-2018 1,669.57 1.36 36000.0 37792.8 11.13
Edelweiss Equity Savings Reg Gr EdelweissMF 05-10-2014 946.86 1.58 36000.0 37779.37 11.05
Kotak Equity Savings Reg Gr | Invest Online KotakMF 11-10-2014 8,782.37 1.76 36000.0 37765.68 10.96
Mahindra Manulife Equity Savings Reg Gr MahindraManulifeMF 05-02-2017 558.1 2.36 36000.0 37749.92 10.86
LIC MF Equity Savings Fund Reg Gr | Invest Online LICMF 01-01-2013 29.82 2.33 36000.0 37748.26 10.85
HSBC Equity Savings Fund Reg Gr HSBCMF 01-01-2013 723.21 1.52 36000.0 37710.3 10.61
Baroda BNP Paribas Equity Savings Reg Gr BarodaMF 25-07-2019 264.97 2.5 36000.0 37645.23 10.2
ABSL Equity Savings Reg Gr ABSLMF 10-11-2014 911.51 1.04 36000.0 37542.35 9.55
SBI Equity Savings Reg Gr | Invest Online SBIMF 01-05-2015 6,169.17 1.55 36000.0 37413.07 8.74
Sundaram Equity Savings Fund Gr SundaramMF 05-01-2013 1,152.68 2.14 36000.0 37388.31 8.58
UTI Equity Savings Reg Gr UTIMF 30-08-2018 733.39 1.64 36000.0 37361.52 8.41
HDFC Equity Savings Gr | Invest Online HDFCMF 05-09-2004 5,739.47 1.87 36000.0 37351.33 8.35
ICICI Pru Equity Savings Cum ICICIMF 05-12-2014 16,487.15 0.98 36000.0 37299.65 8.03
Axis Equity Savings Fund Reg Gr | Invest Online AxisMF 01-08-2015 935.92 2.28 36000.0 37255.2 7.75
Union Equity Savings Reg Gr | Invest Online UnionMF 02-08-2018 136 1.99 36000.0 37165.41 7.19
Tata Equity Savings Reg Gr TataMF 26-04-1997 270.01 1.13 36000.0 37158.09 7.14
Franklin India Equity Savings Gr FranklinMF 01-08-2018 656.87 1.12 36000.0 37133.75 6.99
Nippon India Equity Savings Gr Gr NipponIndiaMF 05-05-2015 830.65 - 36000.0 37079.99 6.65
PGIM India Equity Savings Gr | Invest Online PGIMIndiaMF 29-01-2004 70.8 1.32 36000.0 37034.67 6.37
Bandhan Equity Savings Reg Gr | Invest Online BandhanMF 09-06-2008 354.94 1.1 36000.0 36992.16 6.11
DSP Equity Savings Reg Gr DSPMF 28-03-2016 3,773.4 1.45 36000.0 36978.76 6.02
Invesco India Equity Savings Reg Gr InvescoMF 15-02-2019 460.05 2.3 36000.0 36714.14 4.38
Category Average - - - - 36000.0 37366.36 8.45
AK Hybrid Equity Savings TRI - 02-04-2014 - - 36000.0 37516.08 9.43

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.

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