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 Aggressive Hybrid Active FOF ICICI Prudential Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹7,72,500 10.04%
Kotak Large & Mid Cap Fund Kotak Mahindra Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,70,100 9.91%
Nippon India US Equity Opportunities Fund Nippon India Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹8,94,600 15.97%
Nippon India Value Fund Nippon India Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,62,500 9.52%
Taurus Mid Cap Fund Taurus Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹8,00,000 11.45%
Tata India Consumer Fund Tata Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,92,400 11.06%
Nippon India Banking & Financial Services Fund Nippon India Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,62,500 9.52%
Axis Midcap Fund Axis Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹8,16,900 12.29%
Nippon India Vision Large & Mid Cap Fund Nippon India Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,83,700 10.62%
Sundaram Services Fund Sundaram Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹7,82,100 10.54%
HDFC Multi-Asset Active FOF HDFC Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,76,400 10.24%
Quant Focused Fund quant Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,77,200 10.28%
Nippon India Japan Equity Fund Nippon India Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹9,64,500 19.05%
Aditya Birla Sun Life Global Emerging Opportunities Fund Aditya Birla Sun Life Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹8,89,800 15.76%
HSBC Multi Asset Active FOF (erstwhile HSBC Managed Solutions India - Moderate Fund) HSBC Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹8,16,000 12.25%
Aditya Birla Sun Life Multi-Cap Fund Aditya Birla Sun Life Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹8,01,500 11.52%
Invesco India Contra Fund Invesco Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,67,600 9.78%
Edelweiss Aggressive Hybrid Fund Edelweiss Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,60,100 9.39%
Canara Robeco Value Fund Canara Robeco Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,23,600 7.42%
Bandhan Value Fund Bandhan Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,33,600 7.97%
Nippon India Large Cap Fund Nippon India Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,39,100 8.27%
JM Aggressive Hybrid Fund JM Financial Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,65,200 9.66%
Quant Aggressive Hybrid Fund quant Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,61,200 9.45%
Franklin U. S. Opportunities Equity Active Fund of Funds Franklin Templeton Mutual Fund — ₹10,000 01 Oct 2021 01 Oct 2026 ₹6,00,000 60 installments ₹9,57,800 18.77%
PGIM India Small Cap Fund PGIM India Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹8,24,100 12.64%

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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