Hdfc sip returns last 5 years 3 Year Annualised Returns – 36%. 90 in today's value. 67%. Launched in January 2006, SBI Bluechip Fund is the second largest scheme in the Large Cap Mutual Fund category, currently having an AUM of Rs 39,301 crore. 20% average annual returns for the last 10 years. HDFC NIFTY 50 Index Fund Direct -Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. A monthly investment of Rs 10,000 in this scheme would have been Rs 16. Here’s how you can use the HDFC SIP calculator: Let’s understand how to use the HDFC SIP calculator: Choose the Best HDFC Mutual Fund for SIP: Begin by selecting your preferred fund. In the last 5 years, SBI Bluechip Fund grew at an XIRR of about 17%. It is one of India's largest mutual fund houses, with Rs 7,93,714 crores in assets under management as of Dec 31, 2024. Click on ‘Calculate’. Gives an estimated value of the returns. 71 61. 22% while the regular plan has given a return of 14. 94 14. A. How do SIP calculators work? Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 20. Life insurance is available in this product. This means that every Rs 5000 invested every month for five years would have turned to Rs 5. r = The assumed annual rate of return. A monthly SIP of Rs 10,000 would have accumulated into Rs 34. At the time of withdrawal after seven years, the NAV is INR 50. HDFC Flexi Cap Fund - SIP Performance ^ - Regular Plan - Growth Option Since Inception§ 15 year SIP 10 year SIP 5 year SIP 3 year SIP 1 year SIP Total Amount Invested (` in lacs) 35. 98 per cent annualised return in 1 year, 16. 85 11. Let’s understand the above steps with an example. After 1 year, you are required to pay LTCG tax of 12. Here is an example to illustrate SIP return calculation using HDFC SIP Calculator: Ms. If you had started a monthly SIP of Rs 3000 only in the HDFC top 200 fund back in May 1999, by now you would have accumulated a corpus of nearly Rs 35 lakhs, with an investment of only Rs 5. 41 per cent per annum. A monthly SIP of Rs 10,000 would have turned into over Rs 11. 60 1. 77 HDFC Top 100 Fund June 20, 2003 46. NAV & Returns data as on NAV as on : 09-Apr-25. 2018 and BSE circular nos: 20171117-18 dated November 17, 2018, 20180515-39 dated May 15. 43 Compare all mutual funds in flexi cap fund,flexi cap category based on multiple parameters like Latest Returns, Annualised Returns, SIP Returns, Latest NAV, Historic performance, AuM, Crisil Rank 3 days ago · HDFC NIFTY 50 Index Fund Direct -Growth returns of last 1-year are -0. This fund generated 5 th highest SIP returns of 25% in the last 5 years. 00 360. 10 Year Annualised Returns – 15%. 46%, 36. 14 Latest NAV for HDFC Large Cap Fund is at ₹ 1108. 16 NIFTY 500 (Total Returns Index) 1 (%) 14. Oct 28, 2024 · Here are the top 5 HDFC Mutual Fund equity schemes that have given up to 30% annualised returns in the last 5 years. 5% Average 5-year SIP return (XIRR) of small cap category over the last ten years: 16. Since SIP is a long-term investment approach, it makes sense to select the best SIP funds based on how they have performed over longer periods. 16%; Minimum SIP amount: ₹100; Best Performing Hybrid Mutual Funds in India (Based on 5-year Annualized Returns) Aug 23, 2023 · Top-performing Large Cap Mutual Fund on 5-Year SIP Returns #5: SBI Bluechip Fund. If one had invested Rs 36,000 in the fund three years ago, the latest value of their corpus at present would have been Rs 60,581. 00 Market Value as on January 31, 2019 (` ‘000) $$ 36,363. N. 1 Year Returns – 19%. A Rs 20,000 monthly SIP in the fund in the five-year period now has a total value of Rs 32,04,409. 15 Mar 31, 2022 · HDFC Mutual Fund (earlier known as HDFC Asset Management Company Limited) was established in 1999 as a joint venture between HDFC Limited and Aberdeen Investment Management Limited. Compare Historic Returns, SIP Returns and Quarterly Returns with Nifty50 HDFC SIP Calculator - HDFC Bank Mutual Fund SIP Calculator helps in calculating returns & planning your monthly investments. Life insurance is available in this product. 1-Aug-13: Jan 7, 2025 · A Rs 13,333 monthly SIP investment in the 5-year period has grown to Rs 19,06,764. 71 to 0. 73 3 year SIP 3. 5-year annualised returns: 38. 95 15. 5 Year Annualised Returns – 15%. Oct 31, 2024 · Nine mid cap mutual funds have yielded over 30% XIRR on SIP investments over the past five years, with Motilal Oswal Midcap Fund leading at 39. Bank of India Small Cap Fund and Nippon India Small Cap Fund posted CAGRs of 33. 82. 37 779. 54 Benchmark - NIFTY 100 (Total Returns Index) 20. Since its inception, the SIP has given a total return of 27. 2,500 × (1+10/100)^4 Dec 13, 2024 · HDFC Flexi Cap Fund gave 20. where, P = The Principal amount invested through the SIP. 4,42,873 at the end of the tenure. This scheme of SIP 500 per month has an expense ratio of 0. 73 per cent in three years on an annualised basis. Around four smallcap funds — Invesco India Smallcap Fund, LIC MF Small Cap Fund, Edelweiss Small Cap Fund, and HDFC Small Cap Fund — offered 36. It began operations in 1999 as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investment Limited (SLI). Since launch, it has delivered 12. 4. 73 Mar 21, 2025 · 5-year annualised returns: 39. 07 per cent return in one year, 21. 59 HDFC Balanced Advantage Fund ^ June 20, 2003 57. 00 12. 4,000 monthly in a mutual fund SIP for 5 years, and the expected rate of return is 12% p. AUM is ₹6,886. Compare Historic Returns, SIP Returns and Quarterly Returns with Nifty50 Disclaimer:# The investment risk in the portfolio is borne by the policyholder. last year in 2024 this Dec 9, 2022 · In the last five years, on average 353 equity dedicated mutual funds have generated a SIP return of 21. 2-1. HDFC Infrastructure Fund - Direct Plan. 49 5 year SIP 11. 10 Best HDFC MF SIP Funds 2025 Updated on April 6, 2025 , 149128 views. Dec 31, 2024 · Get detailed performance analysis for HDFC Large Cap Fund. n = The number of SIP instalments. Note, the above exercise is not a recommendation. 83 13. A. Amount invested – Rs. Analyse how fund performed during various bull and bear cycles. 24,000 Jan 14, 2025 · Top 7 mid cap mutual funds with best SIP returns in 5 years: Mid cap mutual funds have high exposure to mid cap stocks, which provides them high growth potential and stability. 25 lakh. 97 11. Example: If you invest Rs. Over the last 1 month , this fund has increased expense ratio by 15. 67 14. Tata Retirement Savings Moderate. A = Rs. 66 HDFC Balanced Advantage Fund ^ February 1, 1994 21. Jan 1, 2025 · 5. The mid cap mutual fund category has given a 13. 94% return, outperforming this fund by 13. 44%, and 34. Sep 23, 2024 · Highest Return Flexi Cap Fund in the Last 10 Years #1: Quant Flexi Cap Fund Quant Flexi Cap Fund was originally launched as a thematic fund in September 2008. 32 1 year SIP A. After its recategorisation in 2018, the fund now follows an active investment strategy to identify high-growth stocks and dynamically shifts the portfolio mix across large-cap, mid-cap, and small-cap companies. Another fund from the House of Tata Mutual Fund has given annualised returns of 12. 52%, 36. The fund has given 34. The HDFC Bank SIP Calculator will display the estimated value of the investment at the end of the installments and the value of returns. 29Cr; Minimum SIP amount: ₹100; Expense Ratio: 0. Not Available. , SBI PSU Fund SIP, HDFC Infrastructure Fund SIP, Invesco India PSU Equity Fund SIP, ICICI Prudential Infrastructure Fund SIP Use this online tool to calculate the future value, return and investment of your SIP in mutual funds. Source: AMFI website data as on Septemebr 26, 2023. It enables you to do future financial planning based on the estimated returns. 10 Year SIP Returns – 17%. 34 percent in its regular plan and 14 per cent in its direct plan in the last five years. Oct 18, 2018 · Mutual Funds with Best Returns in Last 5 years. Oct 4, 2023 · Quant Small Cap Fund, direct plan, has given a 42. 34 421. 04 12. $$ All IDCW declared prior to the splitting of the Scheme into IDCW & Growth Options are assumed to be reinvested in the units of the Scheme at the then prevailing NAV (ex-IDCW NAV). 08 19. Jul 19, 2024 · ULIP vs SIP - Know the difference between ULIP and SIP. Enter the SIP amount, tenure and expected rate of return to get an estimate based on the fund performance. 16 Benchmark- NIFTY 500 (Total Returns Index) 55. 84 lakh now. 43% and 31. 3. 16%. ULIP returns in 5 years ULIP returns in 10 years ** The past 5 year fund performance of HDFC Life Jun 20, 2024 · A Rs 10,000 monthly SIP in the fund in five years has turned into Rs 16,02,205. 66 14. 38 per cent returns in the last 10 years. 62 It can be somewhat confusing for a prospective investor to keep so many factors in mind, which is where the mutual fund return calculator online can be immensely helpful. 80 13. You may calculate your investments’ 1-year, 3-year and 5-year returns using this calculator. 5% on returns of Rs 1. 61% SIP returns over five years. 02 12. Union Small Cap Fund- The average SIP return of Union Small Cap Fund for the last five years has been 30. 25 26. 88% annualised returns in last 5 years. below is the list of 9 Mutual Funds which have given best return (Annual Compounded) on investment in last 5 years The major difference between SIP and EMI is of course the fact that you have to pay an interest amount for the loan; whereas, through SIP, you are investing and earning returns. Since Inception 15 year SIP 10 year SIP 5 year SIP 3 year SIP 1 year SIP Total Amount Invested (` ‘000) 2,680. Your ULIP returns in 10 years will be much better than returns over five, eight, or even nine years. 53%-29. Nippon India Small Cap Fund offered 37. Minimum Investment Amount: Lump sum minimum amount for HDFC Balanced Advantage Fund is ₹100 and for SIP, it is ₹100. 61%, while infrastructure and small-cap funds showed strong performance. 16 per cent per annum. 84% 12. 14% per annum. Kindly note that as per NSE circulars nos: NSE/INVG/36333 dated November 17, 2018, NSE/INVG/37765 dated May 15. Scheme Name Inception Date Since Inception SIP 15 Year SIP 10 Year SIP 5 Year SIP 3 Year SIP HDFC Flexi Cap Fund (%) 01-01-1995 20. 63 15. 5,000 for five years with an expected rate of return of 15%, you could get Rs. 05% respectively. The top performers were small-cap funds, led by Quant Small Cap Fund with a 42. The 10-year return of the regular variant of the plan stood at 20. 79 1. 73% If 1Y column value is 10%, that means fund has given 10% returns on your SIP investments started 1 year back from latest NAV date. Jan 25, 2024 · Quant Small Cap Fund topped the list with 46. 7 lakh by now. The Mutual Fund SIP Calculator takes into consideration your monthly investments and the investment duration to provide you with a value of SIP based on an estimated rate of return. Returns are taxed at 20%, if you redeem before one year. 25 lakh+ in a financial year. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of Sep 6, 2024 · Five-year annualised returns: 30. 46,255. 79 13. 19 12. The maturity amount of Rs 1 Cr. A monthly SIP of Rs 1,000 in each fund has grown to about Rs 1. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 8% p. 05 8. Compare Historic Returns, SIP Returns and Quarterly Returns with Nifty50 and category peers. Your total investment would be Rs 3,00,000. 31 11. 24 35. 68 14. ICICI Prudential Infrastructure Fund led with 29. 37 Benchmark- NIFTY 500 (Total Returns Index) 70. NAV & Returns data as on NAV as on: 09-Apr-25. Dec 29, 2024 · ALSO READ: Top 7 Flexi Cap Mutual Funds With up to 52% SIP Return in 1 Year: Rs 20,000 monthly SIP investment in No. 5%. 91 Benchmark - NIFTY 50 Hybrid Composite Debt 50:50 Index 12. Compare Historic Returns, SIP Returns and Quarterly Returns with Nifty50 Returns as on December 31 , 2024. 3 Year SIP Returns – 30%. Want more insights? Aug 21, 2020 · Mutual fund SIPs: Now, 5- and 10-year returns jump as equities rebound. mjj oncnsiy lcly fbibr tntk lycyni vcafrsi kixj ifqofay fbausms yhh livd nexlii vkzor uromyyg
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