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)
ICICI Prudential Diversified Equity All Cap Omni FOF ICICI Prudential Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹7,91,500 11.02%
Motilal Oswal Nifty Smallcap 250 Index Fund Motilal Oswal Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹8,27,600 12.82%
ICICI Prudential Large & Mid Cap Fund ICICI Prudential Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,91,400 11.01%
ICICI Prudential Aggressive Hybrid Fund ICICI Prudential Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,82,600 10.56%
HDFC Balanced Advantage Fund HDFC Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,62,500 9.52%
Tata Mid Cap Fund Tata Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹8,05,000 11.70%
Union Midcap Fund Union Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹8,34,500 13.15%
Nippon India Nifty Smallcap 250 Index Fund Nippon India Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹8,22,300 12.55%
HSBC Large & Mid Cap Fund HSBC Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹8,51,700 13.98%
ICICI Prudential Exports & Services Fund ICICI Prudential Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹8,01,400 11.52%
Quant Flexi Cap Fund quant Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹8,07,100 11.80%
Aditya Birla Sun Life Value Fund Aditya Birla Sun Life Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹8,25,400 12.71%
Canara Robeco Small Cap Fund Canara Robeco Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,75,200 10.18%
UTI - Infrastructure Fund UTI Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,77,100 10.28%
HDFC ELSS - Tax Saver Fund HDFC Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,57,900 9.27%
ICICI Prudential Small Cap Fund ICICI Prudential Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,96,600 11.28%
HDFC Large & Mid Cap Fund HDFC Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,77,800 10.31%
Aditya Birla Sun Life Pharma and Healthcare Fund Aditya Birla Sun Life Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹9,08,500 16.60%
Tata India Pharma & Healthcare Fund Tata Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹8,58,800 14.31%
Aditya Birla Sun Life Special Opportunities Fund Aditya Birla Sun Life Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹8,70,600 14.87%
HDFC Value Fund HDFC Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹8,10,700 11.98%
Nippon India Pharma Fund Nippon India Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹8,73,600 15.01%
HSBC Global Emerging Markets Fund HSBC Mutual Fund — ₹10,000 30 Sep 2021 30 Sep 2026 ₹6,00,000 60 installments ₹10,65,200 23.14%
SBI MULTI ASSET ALLOCATION FUND SBI Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹8,16,700 12.28%
Aditya Birla Sun Life Medium Term Fund Aditya Birla Sun Life Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,76,700 10.26%

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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