Mutual Fund SIP Returns

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Scheme Name Launch Date AUM (Crore) Expense Ratio (%) Invested Amount Current Value Return (%)
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 9790.63963 1.72 36000.0 44654.66 57.31
HSBC Multi Cap Fund - Regular - Growth 30-01-2023 2976.09306 1.92 36000.0 44612.9 57.02
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 1122.5176 2.14 36000.0 44245.12 54.4
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 30500.563199999997 1.61 36000.0 44068.42 53.15
Kotak Multicap Fund-Regular Plan-Growth 29-09-2021 11090.22054 1.69 36000.0 43845.78 51.58
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 2423.51611 2.04 36000.0 43602.52 49.88
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 5310.4051 1.86 36000.0 43559.45 49.57
Bank of India Multi Cap Fund Regular Plan - Growth 03-03-2023 498.0769 2.49 36000.0 43333.38 47.99
LIC MF Multi Cap Fund-Regular Growth 31-10-2022 1006.5527 2.17 36000.0 43082.05 46.24
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 3478.0793 1.86 36000.0 43020.94 45.82
ICICI Prudential Multicap Fund - Growth 01-10-1994 11881.69433 1.76 36000.0 42847.27 44.61
HDFC Multi Cap Fund - Growth Option 07-12-2021 13424.8612 1.69 36000.0 42722.51 43.75
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 05-01-2013 2497.7861000000003 1.99 36000.0 42547.02 42.54
Invesco India Multicap Fund - Growth Option 17-03-2008 3345.2843000000003 1.91 36000.0 42186.46 40.06
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth 07-05-2021 5461.5691 1.83 36000.0 42112.75 39.56
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN 02-12-2021 2093.8375 2.01 36000.0 42033.11 39.01
Union Multicap Fund - Regular Plan - Growth Option 19-12-2022 893.0701999999999 2.26 36000.0 41853.26 37.79
SBI Multicap Fund- Regular Plan- Growth Option 05-03-2022 15791.689199999999 1.72 36000.0 41014.37 32.11
Tata Multicap Fund - Regular Plan - Growth 02-02-2023 2933.77407 1.91 36000.0 40206.64 26.73
Category Average - - - 36000.00 42923.61 45.22
NIFTY500 MULTICAP 50:25:25 TRI 01-04-2005 - - 36000.00 42676.98 43.44

Disclaimer : We have gathered all the data, information, statistics from the sources believed to be highly reliable and true. All necessary precautions have been taken to avoid any error, lapse or insufficiency; however, no representations or warranties are made (express or implied) as to the reliability, accuracy or completeness of such information. We cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing herein. The user is advised to verify the contents of the report independently.

Returns less than 1 year are in absolute (%) and greater than 1 year are compounded annualised (CAGR %). SIP returns are shown in XIRR (%).

The Risk Level of any of the schemes must always be commensurate with the risk profile, investment objective or financial goals of the investor concerned. Mutual Fund Distributors (MFDs) or Registered Investment Advisors (RIAs) should assess the risk profile and investment needs of individual investors into consideration and make scheme(s) or asset allocation recommendations accordingly.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance may or may not be sustained in the future. Investors should always invest according to their risk profile and consult with their mutual fund distributors or financial advisor before investing.