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)
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) Sundaram Mutual Fund — ₹10,000 07 Jan 2020 07 Jan 2025 ₹6,00,000 60 installments ₹6,70,800 4.40%
Axis Large Cap Fund Axis Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹6,66,200 4.13%
Canara Robeco Dynamic Term Fund Canara Robeco Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹6,60,900 3.82%
PGIM India Emerging Markets Equity Fund of Fund PGIM India Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹9,42,100 18.09%
Shriram Balanced Advantage Fund Shriram Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹6,33,300 2.13%
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) Sundaram Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹6,71,600 4.45%
Union Dynamic Term Fund Union Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹6,64,300 4.02%
Axis ESG Integration Strategy Fund Axis Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹6,63,700 3.99%
Aditya Birla Sun Life Retirement Fund-The 50s Plus-Debt Plan Aditya Birla Sun Life Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹6,66,200 4.13%
UTI - Flexi Cap Fund. UTI Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹6,76,300 4.73%
DSP Quant Fund DSP Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹6,48,700 3.08%
ICICI Prudential FMCG Fund ICICI Prudential Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹5,42,300 -3.97%
Kotak International REIT Overseas Equity Active FOF Kotak Mahindra Mutual Fund — ₹10,000 30 Sep 2021 30 Sep 2026 ₹6,00,000 60 installments ₹6,78,100 4.83%
Axis Focused Fund Axis Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹6,76,300 4.73%
Aditya Birla Sun Life Digital India Fund Aditya Birla Sun Life Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹6,21,200 1.37%
ICICI Prudential Technology Fund ICICI Prudential Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹6,19,600 1.27%
Tata Digital India Fund Tata Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹5,90,000 -0.66%
HDFC Gilt Fund HDFC Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹6,07,800 0.51%
Franklin India Liquid Fund Franklin Templeton Mutual Fund — ₹10,000 04 Oct 2021 04 Oct 2026 ₹6,00,000 60 installments ₹6,00,000 0.00%
Taurus Investor Education Pool (Greater than 3 yrs) Taurus Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹6,00,000 0.00%

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.

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