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)
UTI Large & Mid Cap Fund UTI Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,96,900 11.29%
JM ELSS - Tax Saver Fund JM Financial Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹8,23,600 12.62%
SBI SMALL CAP FUND SBI Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,79,200 10.38%
ICICI Prudential Value Fund (erstwhile Value Discovery Fund) ICICI Prudential Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,52,300 8.98%
Aditya Birla Sun Life Multi Asset Omni FoF Aditya Birla Sun Life Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹8,25,800 12.73%
ICICI Prudential US Bluechip Equity Fund ICICI Prudential Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹8,46,500 13.73%
Aditya Birla Sun Life Small Cap Fund Aditya Birla Sun Life Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹8,63,600 14.54%
Sundaram Global Brand Theme-Equity Active FOF Sundaram Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹8,93,800 15.94%
Kotak Contra Fund Kotak Mahindra Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,81,500 10.51%
SBI MIDCAP FUND SBI Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,54,600 9.10%
Aditya Birla Sun Life Midcap Fund Aditya Birla Sun Life Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹8,11,400 12.02%
Invesco India Financial Services Fund Invesco Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹8,17,500 12.32%
SBI LARGE & MIDCAP FUND SBI Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹7,61,300 9.46%
ITI Multi Cap Fund ITI Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹8,47,900 13.80%
Edelweiss Emerging Markets Opportunities Equity Offshore Fund Edelweiss Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹10,74,000 23.50%
UTI Multi Asset Allocation Fund UTI Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,89,000 10.89%
DSP Value Fund DSP Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹8,13,600 12.13%
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Aditya Birla Sun Life Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹8,95,000 15.99%
Nippon India Quant Fund Nippon India Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,68,500 9.83%
Motilal Oswal Flexi Cap Fund Motilal Oswal Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹8,47,300 13.77%
HSBC Flexi Cap Fund HSBC Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹8,18,500 12.37%
Tata Value Fund Tata Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,64,900 9.65%
Franklin India Mid Cap Fund Franklin Templeton Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹8,02,900 11.59%
Sundaram Financial Services Opportunities Fund Sundaram Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,76,300 10.24%
Tata Business Cycle Fund Tata Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,43,000 8.48%

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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