Hdfc sip returns last 5 years This means that every Rs 5000 invested every month for five years would have turned to Rs 5. 85 11. Annualised Returns. Any cess/surcharge is not Nov 5, 2024 · [Read: Highest Return Mutual Funds in the Last 10 Years - Flexi Cap Fund Category] Over the last five years, Quant Flexi Cap Fund grew at an XIRR of 33. How Are 10-Year ULIP Policy Return Rates Calculated? This scheme of SIP 500 per month has an expense ratio of 0. The exercise was done to find which equity mutual funds offered over 35% XIRR in the last three and five years on the SIP investments. 22% while the regular plan has given a return of 14. Now, let's get to SIP returns. 44 28. 75 per cent in 5 years, and 15. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of Jan 3, 2025 · Better Returns; SIP for NRI is a risky investment for NRIs compared to a conservative savings plan like fixed deposits. 52%, 36. 84. #4 360 ONE Focused Equity Fund Jul 2, 2024 · This mid cap fund delivered the highest SIP returns of around 40. 24% 17. 18: 5 year SIP. Key Information. 2018, trading in securities in which unsolicited messages are being circulated is restricted. 96 5. The HDFC SIP return calculator takes into account the following factors: 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. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of 4 days ago · As of January 2025, LIC PF Fund generated the best returns of 9. 48 Jan 17, 2025 · Around 29 equity mutual funds delivered a CAGR of over 25% over the past five years, with approximately 196 equity schemes in existence for this period. 94 14. 83%. HDFC Mutual Fund is one of the largest fund houses in India in terms of assets under management (AUM). 8% ₹ 10,000 ₹ 15,65,605: HDFC Focused 30 Fund Direct (G) 33. 70 18. 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. 35 10. Estimated SIP Returns. 14 Apr 3, 2024 · A Rs 1 lakh investment in the fund has given Rs 20,6813. Let’s consider 4 frequencies – daily, weekly, monthly and quarterly of an investor’s ongoing SIPs in the Regular Plan of HDFC Flexi Cap Fund (the Scheme). N. Any cess/surcharge is not The HDFC SIP Calculator operates on a simple and powerful principle. 04% XIRR, respectively, in the last five years. 84 lakh now. 90 lakh) in HDFC Flexi Cap Fund would have grown to ~ ` 9. Since launch, it has delivered 12. 5-year annualised returns: 38. 39 14. 84 Aug 31, 2024 · These schemes have been selected based on 5-year performance: Top Performing SIP #1: Quant Small Cap Fund. In the last 5 years, HDFC Top 100 Fund grew at an XIRR of 17. Other notable performers include Nippon India Growth Fund, Edelweiss Mid Cap Fund, and HDFC Mid-Cap Opportunities Fund. SBI Pension FUnd Scheme E- Tier I The fund from SBI has given returns of 15. Nov 24, 2022 · Best 5 Year SIP Plans for Debt Funds In The FY 22-23 . Union Small Cap Fund- The average SIP return of Union Small Cap Fund for the last five years has been 30. 49% XIRR in its benchmark Nifty 500 - TRI. 80 27. 91 per cent in 5 years, and 14. Tata Retirement Savings Moderate. HDFC Mid-Cap Opportunities Fund; (Lump sum investment or SIP). Returns have always been the basic benchmarks for investor while going for any investments. 5% Average 5-year SIP return (XIRR) of small cap category over the last ten years: 16. The fund from HDFC Mutual Fund has given a 30. Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. The top performers were small-cap funds, led by Quant Small Cap Fund with a 42. 91 16. Basket ideas 5 Years: Returns 7 Years: Returns 10 Years: Returns HDFC Pension Fund Management Ltd. below is the list of 9 Mutual Funds which have given best return (Annual Compounded) on investment in last 5 years Dec 9, 2022 · In the last five years, on average 353 equity dedicated mutual funds have generated a SIP return of 21. 25 lakh+ in a financial year. 63 15. If we adjust this value for inflation at the rate of 5% per year, the inflation-adjusted value would be ₹ 6,87,692. 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. Sep 3, 2024 · Four small caps with 36% SIP returns. Current tax rate is 12. 80 13. 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. Want more insights? Nov 29, 2024 · HDFC Retirement Savings Fund Equity Plan delivered 27. 4,000 monthly in a mutual fund SIP for 5 years, and the expected rate of return is 12% p. If you also have lots of FD in your portfolio, then use this FD calculator to get the approx value of your maturity amount. 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. 5% ₹ 10,000 ₹ 16,54,849: HDFC Mid-Cap Opportunities Fund Direct (G) 33. Calculate SIP, VIP Returns. 00 78. 01 % in the past five years. 11,17,768. The category has given 31. 99% in the last five years. 5 Year: 19-Mar-20: 28626 Sep 6, 2024 · Five-year annualised returns: 30. 24 35. Systematic Investment Plan (SIP) is an organized means of investing to attain investment objectives by investing specific amounts at monthly intervals. The fund has doubled the money invested in it every 5 yrs. CAGR means Compound Annual Growth Rate. 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. Nippon India Small Cap Fund offered 37. Also, highest AUM growth in past 12 Disclaimer: #The investment risk in the portfolio is borne by the policyholder. 11 per cent return in the five-year period. It will provide you with the full estimate for 1 year, 3 year and 5 year investment periods. 46,255. 20 Market Value as on Sep 30, 2024 (` in lacs) 2,138. 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. Data in this table: Get Annualised historical returns. May 5, 2014 · The chart below shows the SIP returns of the HDFC top 200 fund, growth option, over the last 15 years. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. ETMutualFunds reviewed the performance of 36 ELSS funds that have completed five years of existence in the market. You may calculate your investments’ 1-year, 3-year and 5-year returns using this calculator. 31 11. Use this online tool to calculate the future value, return and investment of your SIP in mutual funds. 4% 12/16 The SIP calculator helps you calculate the wealth gain and expected returns for your monthly SIP investment. 5. 94%. If you had invested Rs 10,000 every month through an SIP in this fund, it would have earned you Rs 15. A. 83 13. 50 15. The company manages assets worth Rs. 49Cr; Expense Ratio: 1. 32%, the fund's SIP annualised return for the last five years is 25. Compare Historic Returns, SIP Returns and Quarterly Returns with Nifty50 2 days ago · HDFC NIFTY 50 Index Direct -Growth returns of last 1-year are 6. 00 6. SBI Pension Fund also recorded the returns at 8. 66 6,102. 38% | Exit Load: Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year. Flexi Cap Funds have on an average delivered 27. Mar 19, 2025 · Top Mutual Funds SIP Returns performance in past 5 , 10 ,15, 20 years. Check how SIP grows with time. 3%. Note, the above exercise is not a recommendation. 20 14. 20% average annual returns for the last 10 years. 79% returns. 21: 11. 3. 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. A. 05 8. 16%; Minimum SIP amount: ₹100; Best Performing Hybrid Mutual Funds in India (Based on 5-year Annualized Returns) Dec 5, 2024 · HDFC Balanced Advantage Fund led with a return of 25. Compare Historic Returns, SIP Returns and Quarterly Returns with Nifty50 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. 55 per cent in 10 years. 12% p. , SBI PSU Fund SIP, HDFC Infrastructure Fund SIP, Invesco India PSU Equity Fund SIP, ICICI Prudential Infrastructure Fund SIP 5 Year Return Monthly SIP Maturity Amount; HDFC Infrastructure Fund Direct (G) 35. 87%. 85%, respectively. 0 Minimum Topup: 100. 74 10. 70 lakh in the 10 schemes in the 5-year Oct 1, 2024 · Highest Return Large & Midcap Fund in the last 10 years #5: ICICI Pru Large & Mid Cap Fund. Compare Historic Returns, SIP Returns and Quarterly Returns with Nifty50 Get latest NAV, Returns, SIP Returns, Performance, Ranks, Dividends, Portfolio, CRISIL Rank, Expert Recommendations, and Comparison with gold, stock,ULIP etc. Frequency of SIP* HDFC Flexi Cap Fund (SIP Returns) Benchmark: NIFTY 500 TRI (SIP Returns) Last 5 years Daily SIP Weekly SIP Monthly SIP Quarterly SIP 17. Mar 21, 2025 · 5-year annualised returns: 39. Median Returns when 2 year SIP returns were negative Next 3 year Median Returns, if the SIP with negative returns is continued Total 5 year Median Returns in the above instances Instances when Next 3 year Returns were negative in the above case 49-10. Analyse how fund performed during various bull and bear cycles. The next in line is recorded by the UTIPF returns generated recorded at 8. Returns under NPS Schemes A Weekly update - Snapshot of NPS Schemes return as on 28 October, 2022 As on 28-October-2022 (File Size : KB) Sep 26, 2023 · HDFC Top 100 Fund: The direct plan of this scheme has given 13. A monthly SIP of Rs 10,000 would have turned into over Rs 11. 11 14. The HDFC Bank SIP Calculator will display the estimated value of the investment at the end of the installments and the value of returns. 30 16. 07 per cent return in one year, 21. The mid cap mutual fund category has given a 13. 67%. This fund generated 5 th highest SIP returns of 25% in the last 5 years. Source: AMFI website data as on Septemebr 26, 2023. 39 per cent in 3 years, 21. 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. If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%. It began operations in 1999 as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investment Limited (SLI). 00 1,200. 2-1. 5%, if your total long term capital gain exceeds 1. The maturity amount of Rs 1 Cr. Which SIP is best for 5 years 2023? Baroda BNP Paribas Large Cap Fund SIPs are best for 5 years in 2023. HDFC Balanced Advantage Fund. Oct 4, 2023 · Quant Small Cap Fund, direct plan, has given a 42. Here is a list of the top HDFC SIP funds based on their 3-year returns. , or HDFC Mutual Fund, is currently the largest mutual fund and actively managed equity mutual fund in India. The analysis is not a recommendation, and investors should consider their risk profile and goals. Compare Historic Returns, SIP Returns and Quarterly Returns Kindly note that as per NSE circulars nos: NSE/INVG/36333 dated November 17, 2018, NSE/INVG/37765 dated May 15. 78% 13. 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. The standout performer, Motilal Oswal Midcap Fund, led with nearly 40% returns. Since Inception* 15 Year SIP 10 Year SIP 5 Year SIP 3 Year SIP 1 Year SIP Jan 20, 2025 · Around 11 ELSS or tax-saving mutual funds have managed to outperform their respective benchmarks in the last three and five years. 89% average annual returns. Performance of Quant Flexi Cap Fund Jun 25, 2007 · HDFC Mid-Cap Opportunities Fund - Growth Plan : Get Latest Nav, Sip Returns, Fund Performance, Asset Allocation, Risk Return Analysis, Portfolio 3 What will be the return on an SIP investment of Rs. Returns Compared to the Fund Benchmark. Use SIP Calculator to project returns. The scheme tracks NIFTY 500 Tax implication. This is the nominal value. Based on the past XIRR, it calculates the maturity value of your invested amount once you enter all the relevant details. Dec 3, 2024 · HDFC Children's Fund delivered a return of 21. When you input your investment details, the calculator processes this data to provide an estimate of your potential returns. A monthly SIP of Rs 2,000 in each fund has grown to Rs 2-2. For example, suppose you make a SIP investment of Rs. 5%. 51 14. The SIP calculator is a monthly investment calculator that illustrate the returns you could achieve through regular monthly investments. 13% HDFC Dividend Yield Fund - Growth Plan 3Y Returns 17. 25 lakh. 2 Lakhs (₹ 1,000 x 120 months) and it would have grown to ₹ 3. 7 lakh by now. 45 14. Formula to Calculate HDFC SIP Returns with an example. Let’s understand the above steps with an example. The 10-year return of the regular variant of the plan stood at 20. 23 11. 3 year as a promise on minimum returns and safeguard of capital. 10,000 for 20 years? ** The past 5 year fund performance of HDFC Life Discovery Fund (SFIN: ULIF06618/01 A. This is by far the most common criteria used to compare mutual fund schemes. Most of the best SIP mutual funds are from the high-risk equity mutual funds category. 40 14. 62% in the last five years. 67 14. 1 Year Returns – 19%. 78 14. Life insurance is available in this product. 5 Year SIP Returns – 24%. Sep 22, 2023 · 4. A Rs1 lakh investment in the fund five years ago has become Rs 20,0957. 00 Market Value as on January 31, 2019 (` ‘000) $$ 36,363. 15 Jan 25, 2024 · Quant Small Cap Fund topped the list with 46. Since its inception, the SIP has given a total return of 27. Jun 11, 2022 · 10 Year SIP Returns – 20%. Last 1 year (%) Returns (%) as on June 30, 2021 Last 3 years (%) Last 5 years (%) Managing Portfolio since Permitted Category FPI Portfolio (managed under a bilateral agreement under Regulation 24(b) and subject to applicable laws) March 22, 2016 Benchmark - MSCI India (Total Returns) 61. In this scheme, SIP deposit can be started from a minimum amount of Rs 100. 2000 for the duration of 2 years with expected returns of 12%. 3 Year SIP Returns – 35. Jan 2, 1994 · Status: Open Ended Schemes Minimum Investment: 100. Jul 19, 2024 · ULIP vs SIP - Know the difference between ULIP and SIP. Oct 17, 2023 · An SIP worth Rs 10,000 invested every month in the fund's regular plan in the last five years would have become Rs 854,435. 46%, 36. With a benchmark index outperformance of 20. Choose from Best SIP plans which offer good potential returns for your investment for 5 years in 2025 - 2026, SBI PSU Fund SIP, HDFC Infrastructure Fund SIP, Invesco India PSU Equity Fund SIP, ICICI Prudential Infrastructure Fund SIP, Nippon India Power and Infra Fund SIP. Returns (%) as on April 30, 2021 Last 1 year (%) Last 3 years (%) Last 5 years (%) HDFC Flexi Cap Fund (Erstwhile HDFC Equity Fund) June 20, 2003 53. 73 Jun 20, 2024 · A Rs 10,000 monthly SIP in the fund in five years has turned into Rs 16,02,205. 49 13. 44%, and 34. Any cess/surcharge is not Returns (%) as on May 31, 2021 Last 1 year (%) Last 3 years (%) Last 5 years (%) HDFC Flexicap Fund June 20, 2003 74. 40% 30. How Are 5-Year ULIP Return Rates Calculated? ULIP returns in 5 years depend on the performance of the investment funds. A SIP of ₹5000 per month over 10 years at 12% annual return gives a total value of ₹11,20,179 at the end of 10 years. 29 lakh now. 81 Benchmark- NIFTY 50 Hybrid Composite Debt 65:35 Index 41. HDFC Mid-Cap Opportunities Fund – Direct Plan 5-Year Return: 29. 25 lakh in a financial year are exempt from tax. After 1 year, you are required to pay LTCG tax of 12. 00 600. 6 per cent annualised SIP return in 5 years. Feb 19, 2025 · With impressive returns, nine midcap mutual funds have delivered over 30% in SIP returns over the last five years. Returns. 71% in the last five years. An HDFC mutual fund SIP calculator uses the following formula to calculate the returns from an individual’s SIP investment – M = P × [{(1 + i) ^n – 1} / i] × (1 + i) Where M is the amount received on the investment’s maturity, P is the amount invested periodically, n is the number of payments already made, and i is the rate of An SIP Calculator is an online tool that allows you to estimate the returns on your Mutual Fund investments, when you invest in them via Systematic Investment Plans. Gold. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 8% p. Last 5 Years: 11. 45 per cent in the last five years. It has NAV of Rs 51. In most cases, prospective investors look at the 1 year, 3 years, and 5-year returns of different schemes to compare them. 92% returns. 4,000 in the monthly amount field. 37 Benchmark- NIFTY 500 (Total Returns Index) 70. a. A monthly SIP of Rs 1,000 in each fund has grown to about Rs 1. HDFC Small Cap Fund; This fund from the house of HDFC AMC is next on the list of the best-performing mutual funds in the last 10 years. 16 NIFTY 500 (Total Returns Index) 1 (%) 14. 60 1. 66 12. Mid Cap Funds have on an average delivered 32. Category Grouping Feb 22, 2024 · A 5-year ULIP policy also offers life insurance benefits to the policyholder. The analysis considered XIRR (% returns) for schemes with a five-year horizon from January 2019 to January 2024. 4 lakhs. 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. 73 per cent in three years on an annualised basis. 28 lakh with an XIRR of 17. 84% Nil SIP Date* Events SIP Returns for last 2 years Next 3 year Return (CAGR) 5 Since Inception 15 year SIP 10 year SIP 5 year SIP 3 year SIP 1 year SIP Total Amount Invested (` ‘000) 2,680. 16 Benchmark- NIFTY 500 (Total Returns Index) 55. 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. In the last 5 years, the CAGR of: Click on ‘Calculate’. 1,000 monthly in an equity mutual fund for 10 years, assuming an average annual return of 12%, your investment could grow to approximately Rs Feb 26, 2025 · Here, we take you through the top 7 sectoral mutual funds with best SIP returns in 5 years. All the schemes gave positive returns in the 10-year period. 88% annualised returns in last 5 years. 56 per cent in 3 years, 23. Returns (%) as on March 31, 2022 Last 1 year (%) Last 3 years (%) Last 5 years (%) HDFC Top 100 Fund June 20, 2003 20. 77%. Any cess/surcharge is not Aug 31, 2022 · Nippon India Growth Fund follows HDFC Tax Saver on the return chart with 22% returns since inception. The returns since inception range from 7-18%. 0800. 54% in the period. 43% and 31. A Rs 20,000 monthly SIP in the fund in the five-year period now has a total value of Rs 32,04,409. ^Past performance may or may not be sustained in the Mar 19, 2024 · Consider a plan with fair fees that won't significantly reduce your returns over five years. 3 Year SIP Returns – 30%. Their 3 and 10 year Year Invested Amount Wealth Gained Expected Amount; 2023 ₹ 20,400 ₹ 1,139 ₹ 21,539: When you use the SIP return calculator HDFC, you get the following benefits: May 31, 2024 · #NIFTY 100 (Total Returns Index) ##BSE SENSEX (Total Returns Index) Returns greater than 1 year period are compounded annualized (CAGR). Best Mutual Funds: Get a list of best mutual funds to invest in India with HDFC Securities. Considering monthly rolling 5 Year SIP returns#, HDFC Mid-Cap Opportunities Fund has yielded >10% CAGR in 86% instances since inception (25th June 2007) Further, in 47% instances, a 5-year SIP in the Scheme has yielded >20% CAGR returns. Another fund from the House of Tata Mutual Fund has given annualised returns of 12. . 80 lakh now. A monthly SIP of Rs 10,000 would have accumulated into Rs 34. 79 1. 31% compared to 22. 13 14. The direct plan of HDFC Flexi Cap Fund has given an annualised return of 15. Now Top 10 Best HDFC Mutual Fund SIP Funds for 2025 are, HDFC Infrastructure Fund SIP, HDFC Mid-Cap Opportunities Fund SIP, HDFC Focused 30 Fund SIP, HDFC Equity Fund SIP, HDFC Tax Saver Fund SIP, HDFC Growth Opportunities Fund SIP, HDFC Small Cap Fund SIP 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. By comparing their pricing structures, find a plan that fits your budget without compromising quality. 5% on returns of Rs 1. 98 per cent annualised return in 1 year, 16. Launched in September 1996, HDFC Top 100 Fund is one of the oldest schemes in the Large Cap Mutual Fund, currently having an AUM of Rs 25,776 crore. Feb 24, 2012 · If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1. 37 779. Their 3 and Feb 22, 2024 · The top-performing flexi cap mutual funds include Quant Flexi Cap, JM Flexicap and Parag Parikh Flexi Cap Fund, which have given more than 20% annualised returns in the past five years. Here’s a closer look at these funds and how they’ve grown investments, according to a report by ET. Systematic Investment Plan (SIP) Calculator. Gives an estimated value of the returns. If sold after 1 year from purchase date, long term capital gain tax will be applicable. 97 11. One would gain a large sum of Rs. 73 3 year SIP 3. 34 percent in its regular plan and 14 per cent in its direct plan in the last five years. However, to estimate SIP returns, CAGR is the most effective method. In the last 5 years, SBI Bluechip Fund grew at an XIRR of about 17%. It has an asse base of Rs 2,496 crore, while its NAV is Rs 50. 00 360. 77. 83 crore by July 30, 2021 (refer below table). 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. 25 26. 1 fund has generated Rs 3. 84% 12. Amount invested – Rs. 98 15. Let’s take a closer look at these finest sip plans for 5 years in debt MF: JM Low Duration Fund Direct Plan Growth Dec 5, 2024 · Top 7 Large and Mid Cap Mutual Funds With Best SIP Returns in 5 Years: Large and mid cap mutual funds need to have at least 35 per cent of their investments in large and mid cap stocks. CAGR is the rate at which an investment grows each year for the entire tenure of Aug 22, 2023 · Top-performing Large Cap Mutual Fund on 5-Year SIP Returns #3: HDFC Top 100 Fund. Compare Historic Returns, SIP Returns and Quarterly Returns with Nifty50 and category peers. 66 HDFC Balanced Advantage Fund ^ February 1, 1994 21. Bank of India ELSS Tax Saver managed to outperform its benchmark in the last three and five years Feb 19, 2025 · Around 11 funds have marked their presence in the market for the last five years. 94 per cent annualised return in 1 year, 19. How is SBI SIP Return Calculated? SBI SIP return can be calculated using different methods. Instances of negative returns (2%) for the Scheme had the 5-year time frame ending during Covid pandemic. 8% ₹ 10,000 ₹ 16,66,914: HDFC Small Cap Fund Direct (G) 35. In every 3 years, the scheme has provided double the return. 34 421. 26 lakh now. 50%. Jan 20, 2025 · 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. 90 in today's value. 02 lakh; know about others too. In the event of the policyholder's demise during the policy term, the nominee receives the sum assured. 59 HDFC Balanced Advantage Fund ^ June 20, 2003 57. 16% CAGR. 18 20. Suppose you want to invest Rs. Following is the list of Top 10 equity dedicated funds based on the last five-year SIP returns. If one would have invested ₹ 1,000 per month through SIP in this fund for 10 years, the investment would have been ₹ 1. Jan 7, 2025 · A Rs 13,333 monthly SIP investment in the 5-year period has grown to Rs 19,06,764. 2% ₹ 10,000 ₹ 15,39,408: HDFC Flexi Cap Fund Direct (G) 32. 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. 70 in the last five years. A 10-year ULIP helps you build a corpus for your long-term financial goals. 95 15. 66 14. 70% SIP returns. 49% 12. Dec 10, 1999 · Disclaimer: #The investment risk in the portfolio is borne by the policyholder. Launched in October 1996, Quant Small Cap Fund is a momentum-driven scheme in the Small Cap Fund category that has recorded extraordinary performance over the last few years and has registered category-topping returns across time frames. Gains over Rs 1. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of Sep 25, 2024 · The SIP returns for three years were calculated from September 2021 to September 2024 and for five years were calculated from September 2019 to September 2024. Consider factors like benchmark Aug 21, 2020 · 77 out of 168 mutual funds have given double-digit SIP returns in the last 10 years. Bonds and equities are invested dynamically by the HDFC Balanced Advantage Fund mutual fund. 42 20. A monthly investment of Rs 10,000 in this scheme would have been Rs 16. Pros - The scheme has generated highest consistent return in past 10 years. Disclaimer: This story is for Jun 26, 2023 · With ULIPs, the longer you stay invested, the better. Example of Using a Mutual Fund SIP Calculator If you're 25 years old and plan to invest ₹10,000 per month for 30 years, with an expected return of 12%*, a mutual fund SIP calculator shows that you could potentially accumulate at least ₹3. SIP Performance - Regular Plan Total Amount Invested in lacs) Market Value as on December 31 , 2024 in lacs) Returns (0/0) Benchmark Returns Additional Benchmark Returns - Growth Option 10 year SIP 1200 3248 18. SIP Performance - Regular Plan - Growth Option SIP since inception` 10,000 invested systematically on the first business day of every month (total investment * of ` 31. 00 120. 73% Dec 10, 1999 · HDFC Asset Management Company Ltd. Now that you are familiar with the type of returns, it’s time to delve into the benefits of using a lumpsum return calculator: This calculator provides you with the estimated returns for the whole investment period. 87% for the same period. 5 Year SIP Returns – 24. Your ULIP returns in 10 years will be much better than returns over five, eight, or even nine years. AUM is ₹6,886. Aug 23, 2023 · Top-performing Large Cap Mutual Fund on 5-Year SIP Returns #5: SBI Bluechip Fund. 60 122. Dec 31, 2024 · Get detailed performance analysis for HDFC Nifty 50 ETF. HDFC Infrastructure Fund - Direct Plan. You get a rough estimate on the future value for any monthly SIP, based on a projected annual return rate. 43 Benchmark- NIFTY 100 (Total Returns Index) 49. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of Mar 22, 2025 · Mutual Funds with Best Returns in Last 5 years. These indicate how much the fund has lost or gained during particular investment duration. 6. 0 Total Assets: 90,374. 81% VS ICICI Prudential Retirement Fund - Pure Equity - Growth Option 3Y Returns 19. $$ 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). AUM: ₹50,826. 84 2,309. Midcap MF Estimated SIP Returns. HDFC NIFTY 50 Index Direct -Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. HDFC House, House, 2nd Floor, 165-166, 169, HT Parekh Marg, Backbay Reclamation, Churchgate, Mumbai, Maharashtra 400020 The HDFC SIP calculator works on the extended internal rate of return, popularly called the XIRR formula to understand the returns of SIP investments done in any scheme of HDFC across periods historically. 82 16. 29Cr; Minimum SIP amount: ₹100; Expense Ratio: 0. 60 5. 5 Lakhs. Few of the benefits of SIP calculators include – Assists you to determine the amount you want to invest in. 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. 69% VS Apr 29, 2024 · The 10-year returns of the regular variant of the fund stood at 25. 73%; ICICI Prudential Infrastructure Direct Growth. Jun 6, 2017 · Here is the list of top diversified equity funds which have given the most returns in the last 15 years if one had invested in them through SIPs - Source: Advisorkhoj SIP returns. 10% Frequency of SIP* HDFC Flexi Cap Fund (SIP Returns) Benchmark: NIFTY 500 TRI (SIP Returns) Last 10 years Daily SIP Weekly SIP Monthly SIP Mar 31, 2019 · Get detailed performance analysis for HDFC Nifty 50 Index Fund Plan. The total invested amount was Rs 6 lakh. ** The past 5 year fund performance of The SBI SIP return calculator enables you to manage the task efficiently and in a quick time. Your total investment would be Rs 3,00,000. LIC MF Gold ETF turned a Rs 10,000 monthly SIP into Rs 9. The calculator will instantly provide you with the value of estimated returns. 16 lakh now. 10 Year Annualised Returns – 15%. Here’s how to determine the final maturity amount and total returns using the online SIP calculator: Enter Rs. 67 15. It uses mathematical formulas to project the future value of your investments. Mutual Fund: HDFC Mutual Fund; Setup Date: 30-Jun-2000; Incorporation Date: 10-Dec-1999; Sponsor: HDFC Bank Ltd; Trustee: HDFC Trustee Company Limited (Corporate Identification Disclaimer: #The investment risk in the portfolio is borne by the policyholder. 08 crore after 30 years. Tells you the total amount you have invested. 86% 12. 78 per cent in 10 years. 8% Dec 31, 2024 · Get detailed performance analysis for HDFC Flexi Cap Fund. 55 54. A global standardisation method is used to calculate HDFC Bank SIP to determine the total returns an investor has incurred. 52%, while the direct variant delivered 26. 15%, and 36. 00 12. 00 1,800. Value Research and Crisil May 20, 2023 · HDFC Flexi Cap Fund. 81 16. Bank of India Small Cap Fund and Nippon India Small Cap Fund posted CAGRs of 33. Address. Any cess/surcharge is not If sold after 1 year from purchase date, long term capital gain tax will be applicable. UTI Gold ETF turned the SIP investment into Rs 9. 00 per cent in the last five years against the category average of 15. 10 Year SIP Returns – 17%. Also know how a Rs 15,000 monthly SIP investment in each fund has performed. 1L Cr crores as of Mar 31, 2024. 50 – 20. 68 14. 62 Jun 27, 2024 · Frontline Equity Fund Aditya Birla Sun Life fund is the best SIP for 5 years. 26 13. 14 Mar 13, 2023 · SIP Returns. Returns are taxed at 20%, if you redeem before one year. They are absolute return, annualized returns, CAGR, and XIRR. NAV & Returns data as onNAV as on: 28-Mar-25 Apr 29, 2024 · Average 5-year SIP return (XIRR) of the scheme over the last ten years: 20. Assess and analyse mutual funds to increase ease & avail a chance to earn dividends. 02 12. Any cess/surcharge is not Dec 13, 2024 · HDFC Flexi Cap Fund gave 20. 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. 80 11. 77 HDFC Top 100 Fund June 20, 2003 46. 2018 and BSE circular nos: 20171117-18 dated November 17, 2018, 20180515-39 dated May 15. In the above With this free tool, you can evaluate how much your investments might grow over time. Example: If you invest Rs. 58 per cent annualised SIP return in the 5-year time frame. Below are the top SIP plans for 5 years in debt mutual funds based on the last 3 years’ return, together with their fund type, risk level and NAV . Life insurance is available in this product. Around four smallcap funds — Invesco India Smallcap Fund, LIC MF Small Cap Fund, Edelweiss Small Cap Fund, and HDFC Small Cap Fund — offered 36. HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) 3Y Returns 0% VS AXIS Nifty Bank Index Fund - Regular (G) 3Y Returns 0% HDFC Retirement Savings Fund - Equity Plan - Growth Option 3Y Returns 18. HDFC Flexi Cap Fund - Direct Plan - Growth. HDFC Flexi Cap Fund; (Lump sum investment or SIP). 4% SIP Investments Since Inception 15 year SIP 10 year SIP 5 year SIP 3 year SIP 1 year SIP Returns (%) as on March 31, 2020 Last 1 year (%) Last 3 years (%) Last 5 Dec 31, 2024 · Get detailed performance analysis for HDFC Large Cap Fund. There are 8 hybrid schemes in the market that have completed 25 years. 44 19. 19 12. Dec 31, 2018 · Get detailed performance analysis for HDFC Small Cap Fund. HDFC Small Cap Fund- The average SIP return of HDFC Small Cap Fund in 5 years has been 31. 08 19. The fund has given 34. 37% 17. 05% respectively. 00 3. NAV & Returns data as on NAV as on : 26-Mar-25. The chart below shows the SIP returns generated under different frequencies vis-à-vis NIFTY 500 TRI over a 5-year and 10-year Period ended March, 2023. 17 8. 54 Benchmark - NIFTY 100 (Total Returns Index) 20. 53 Cr As on 28-02-2025(Source:AMFI) Turn over: 16. 3 Year Annualised Returns – 36%. Enter the SIP amount, tenure and expected rate of return to get an estimate based on the fund performance. The fund has given 31. Click now to track the SIP returns, dividends, AUM, CAGR, expense ratio & other key metrics! BASKETS & SIP . 5 Year Annualised Returns – 15%. How do SIP calculators work? A SIP plan calculator works on the following formula – M = P × ({[1 + i]^n – 1} / i) × (1 + i). These funds are designed for long-term investors aiming for stable and consistent growth, making them suitable for various financial goals requiring sustained returns. The fund was launched in 1995. 99 lakh in the 12 schemes in the 5-year period. A monthly SIP of Rs 10,000 would have turned into over Rs 10. 67% p. Q. 16 per cent per annum. 43 If sold after 1 year from purchase date, long term capital gain tax will be applicable. Can I invest in SIP for 5 years? The average return on SIP investments for 5 years can vary significantly based on the type of mutual fund chosen. 24% 19. If 1Y column is 10% that means, fund has given 10% returns in last 1 year. Compare Historic Returns, SIP Returns and Quarterly Returns with Nifty50 Here you get all mutual fund schemes that have given more than 12% returns in the past 5 years in SIP, along with the key details necessary for your investment analysis. returns in the last 5 years. 79 12. The best SIP mutual funds have the best SIP returns over the trailing three and five-year periods. ULIP returns in 5 years ULIP returns in 10 years ** The past 5 year fund performance of HDFC Life Returns as on December 31 , 2024. 8%. Each of the funds in our selection (Regular plan – Growth option) has given SIP returns ranging from 17. 94. Not Available. 45%, 34. 93%. Past 5 year returns of. 71 61. Quant Mid Cap Fund, Bank of India Small Cap Fund, and Quant ELSS Tax Saver Fund also performed well with returns of 34. 24,000 Latest NAV for HDFC Large Cap Fund is at ₹ 1163. 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. Launched in July 1998, ICICI Pru Large & Mid Cap Fund was originally known as ICICI Pru Large Cap Fund before being recategorised and renamed in 2018. 34 12. 30. Disclaimer:# The investment risk in the portfolio is borne by the policyholder. The second criteria which are most often used are how the fund has performed against its benchmark. 04 12. However, even in this category, most funds have offered double digit returns in the last 25 years. 91 Benchmark - NIFTY 50 Hybrid Composite Debt 50:50 Index 12. HDFC SIP Calculator - HDFC Bank Mutual Fund SIP Calculator helps in calculating returns & planning your monthly investments. 25 lakh are taxed at the rate of 12. It is one of the most profitable asset management companies (AMC) in the country. ICICI Prudential Infrastructure Fund - Direct Plan. Dec 31, 2018 · Get detailed performance analysis for HDFC Mid-Cap Opportunities Fund. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of Last 1 year (%) Returns (%) as on May 31, 2021 Last 3 years (%) Last 5 years (%) Managing Portfolio since Permitted Category FPI Portfolio (managed under a bilateral agreement under Regulation 24(b) and subject to applicable laws) March 22, 2016 Benchmark - MSCI India (Total Returns) 70. 38 per cent returns in the last 10 years. 32 1 year SIP Jan 1, 2025 · 5. 16 14. 48% in 5 years. Disclaimer: #The investment risk in the portfolio is borne by the policyholder. 41 per cent per annum. Return on Investment This 5 years investment plan compares the expected and actual returns over a five-year period. 24 lakh with an XIRR of 17. 32%. 79 13. 49 5 year SIP 11. 53 per cent in the last five years. It enables you to do future financial planning based on the estimated returns. 63 per cent in two years and 47. 47 per cent returns in the last five years. exldjqz emsa ksrfv anqd llmvvbm xggbv gmkjzc ktdmq hfkq znoyt txkp gmxuf phh ufgzm gtlpn