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) ↓
Invesco India Medium Term Fund Invesco Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹6,91,300 5.60%
Nippon India Nivesh Lakshya Long Term Fund Nippon India Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹6,78,000 4.83%
Nippon India Medium to Long Term Fund Nippon India Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹6,85,600 5.27%
SBI TECHNOLOGY OPPORTUNITIES FUND SBI Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹6,73,200 4.55%
PGIM India Equity Savings Fund PGIM India Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹6,79,800 4.93%
Mahindra Manulife Arbitrage Fund Mahindra Manulife Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹6,88,100 5.42%
PGIM India Balanced Advantage Fund PGIM India Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹6,57,900 3.64%
Aditya Birla Sun Life Medium to Long Term Fund Aditya Birla Sun Life Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹6,81,900 5.06%
QUANTUM ESG BEST IN CLASS STRATEGY FUND Quantum Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹6,64,400 4.03%
UTI - Unit Linked Insurance Plan UTI Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹6,91,200 5.60%
Taurus Nifty 50 Index Fund Taurus Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹6,50,800 3.21%
Kotak Medium to Long Term Fund Kotak Mahindra Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹6,86,200 5.31%
LIC MF Nifty 50 Index Fund LIC Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹6,51,900 3.28%
UTI - Large Cap Fund UTI Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹6,60,900 3.82%
Nippon India Nifty 50 Value 20 Index Fund Nippon India Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹6,29,100 1.87%
DSP Dynamic Term Fund DSP Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹6,77,200 4.78%
HDFC Gilt Fund HDFC Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹6,83,000 5.12%
PGIM India Emerging Markets Equity Fund of Fund PGIM India Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹9,75,600 19.52%
ICICI Prudential Retirement Fund Pure Debt Plan ICICI Prudential Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹6,83,000 5.13%
HDFC Dynamic Term Fund HDFC Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹6,85,600 5.27%
Tata Income Fund Tata Mutual Fund — ₹10,000 25 Sep 2017 23 Sep 2022 ₹6,00,000 60 installments ₹6,76,500 4.74%
Franklin India Gilt Fund Franklin Templeton Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹6,86,500 5.33%
Aditya Birla Sun Life ESG Integration Strategy Fund Aditya Birla Sun Life Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹7,01,100 6.16%
Nippon India Gilt Fund Nippon India Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹6,80,700 4.99%
Axis Aggressive Hybrid Fund Axis Mutual Fund — ₹10,000 05 Oct 2021 05 Oct 2026 ₹6,00,000 60 installments ₹6,91,400 5.61%

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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