SIP Performance

SIP Mutual Fund Performance

Compare how a monthly SIP would have performed across eligible mutual funds using actual historical NAV and XIRR.

887 eligible funds for 5 Years Monthly SIP: ₹10,000
Scheme AUM SIP / Month From To Invested Current Value ↓ SIP Return (XIRR)
Edelweiss Equity Savings Fund Edelweiss Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹7,53,600 9.05%
JM Large Cap Fund JM Financial Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹6,99,400 6.07%
Mirae Asset Diversified Equity Allocator Passive FOF Mirae Asset Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹7,12,000 6.78%
Tata Equity Savings Fund Tata Mutual Fund — ₹10,000 22 Feb 2021 20 Feb 2026 ₹6,00,000 60 installments ₹7,39,900 8.30%
Aditya Birla Sun Life Conservative Hybrid Active FOF Aditya Birla Sun Life Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹7,32,600 7.92%
Tata Retirement Savings Fund-Moderate Plan Tata Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹7,41,800 8.41%
ICICI Prudential ESG Exclusionary Strategy Fund ICICI Prudential Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹7,21,000 7.28%
Canara Robeco ELSS - Tax Saver Fund Canara Robeco Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹7,16,500 7.03%
ICICI Prudential Banking & Financial Services Fund ICICI Prudential Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹7,17,800 7.10%
Tata Retirement Savings Fund-Progressive Plan Tata Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹7,44,300 8.55%
Union Focused Fund Union Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹7,41,700 8.41%
Franklin India Large & Mid Cap Fund Franklin Templeton Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹7,18,400 7.14%
Mirae Asset Aggressive Hybrid Fund Mirae Asset Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹7,27,800 7.65%
SBI CONSERVATIVE HYBRID FUND SBI Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹7,23,200 7.40%
Invesco India ELSS Tax Saver Fund Invesco Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹7,37,200 8.16%
Nippon India Diversified Equity Flexicap Passive FoF Nippon India Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹7,09,800 6.66%
Motilal Oswal Nifty 500 Index Fund Motilal Oswal Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹7,08,600 6.59%
Quantum ELSS Tax Saver Fund Quantum Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹6,86,000 5.30%
Nippon India Balanced Advantage Fund Nippon India Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹7,20,200 7.23%
Quantum Value Fund Quantum Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹6,86,500 5.33%
Axis Balanced Advantage Fund Axis Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹7,25,000 7.50%
DSP Flexi Cap Fund DSP Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹7,28,800 7.71%
LIC MF Aggressive Hybrid Fund LIC Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹7,39,100 8.27%
Mirae Asset Equity Savings Fund Mirae Asset Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹7,28,800 7.71%
UTI Retirement Fund UTI Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹7,10,500 6.69%

Only funds with sufficient NAV history for the selected period are included. SIP installments use the first available NAV on or after each scheduled monthly date. SIP return is shown as XIRR. Past performance does not guarantee future returns.

Scroll to Top