Hdfc sip returns last 5 years 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. Mar 21, 2025 · 5-year annualised returns: 39. 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. 22% while the regular plan has given a return of 14. Disclaimer: #The investment risk in the portfolio is borne by the policyholder. Source: AMFI website data as on Septemebr 26, 2023. 11,17,768. 73 3 year SIP 3. 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. 00 360. 6 per cent annualised SIP return in 5 years. 73%; ICICI Prudential Infrastructure Direct Growth. The scheme tracks NIFTY 500 Tax implication. With a benchmark index outperformance of 20. The fund was launched in 1995. CAGR means Compound Annual Growth Rate. Disclaimer:# The investment risk in the portfolio is borne by the policyholder. 8% ₹ 10,000 ₹ 16,66,914: HDFC Small Cap Fund Direct (G) 35. 63 per cent in two years and 47. How is SBI SIP Return Calculated? SBI SIP return can be calculated using different methods. In the last 5 years, the CAGR of: Click on ‘Calculate’. Amount invested – Rs. 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. Bonds and equities are invested dynamically by the HDFC Balanced Advantage Fund mutual fund. 6. Dec 31, 2018 · Get detailed performance analysis for HDFC Small Cap Fund. 90 lakh) in HDFC Flexi Cap Fund would have grown to ~ ` 9. 34 12. 10 Year Annualised Returns – 15%. A monthly SIP of Rs 1,000 in each fund has grown to about Rs 1. In the event of the policyholder's demise during the policy term, the nominee receives the sum assured. Each of the funds in our selection (Regular plan – Growth option) has given SIP returns ranging from 17. 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. 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. Sep 3, 2024 · Four small caps with 36% SIP returns. 13 14. 34 421. 74 10. The fund has given 31. When you input your investment details, the calculator processes this data to provide an estimate of your potential returns. Instances of negative returns (2%) for the Scheme had the 5-year time frame ending during Covid pandemic. A Rs1 lakh investment in the fund five years ago has become Rs 20,0957. 66 HDFC Balanced Advantage Fund ^ February 1, 1994 21. Analyse how fund performed during various bull and bear cycles. 20 14. 85%, respectively. 42 20. The mid cap mutual fund category has given a 13. However, even in this category, most funds have offered double digit returns in the last 25 years. Jun 11, 2022 · 10 Year SIP Returns – 20%. 3 Year Annualised Returns – 36%. 47 per cent returns in the last five years. 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. The analysis considered XIRR (% returns) for schemes with a five-year horizon from January 2019 to January 2024. , or HDFC Mutual Fund, is currently the largest mutual fund and actively managed equity mutual fund in India. 53 Cr As on 28-02-2025(Source:AMFI) Turn over: 16. Last 5 Years: 11. ^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. 82 16. 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. 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. If you also have lots of FD in your portfolio, then use this FD calculator to get the approx value of your maturity amount. 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. 87%. The 10-year return of the regular variant of the plan stood at 20. HDFC Flexi Cap Fund - Direct Plan - Growth. 98 15. 11 14. 2-1. 0800. Here’s how to determine the final maturity amount and total returns using the online SIP calculator: Enter Rs. 26 lakh now. 5 Year SIP Returns – 24%. 81% VS ICICI Prudential Retirement Fund - Pure Equity - Growth Option 3Y Returns 19. Also know how a Rs 15,000 monthly SIP investment in each fund has performed. 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. Gold. 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. 05% respectively. 97 11. 60 5. In the last 5 years, SBI Bluechip Fund grew at an XIRR of about 17%. 49% XIRR in its benchmark Nifty 500 - TRI. 77%. 81 Benchmark- NIFTY 50 Hybrid Composite Debt 65:35 Index 41. 94%. 46%, 36. Based on the past XIRR, it calculates the maturity value of your invested amount once you enter all the relevant details. 8% ₹ 10,000 ₹ 15,65,605: HDFC Focused 30 Fund Direct (G) 33. 99% in the last five years. 67% p. 24% 17. A. 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. 66 14. 67 15. Current tax rate is 12. Flexi Cap Funds have on an average delivered 27. 3. 15%, and 36. 54% in the period. If 1Y column is 10% that means, fund has given 10% returns in last 1 year. 5 Lakhs. a. 84. 49Cr; Expense Ratio: 1. 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. 67%. 08 crore after 30 years. These indicate how much the fund has lost or gained during particular investment duration. After 1 year, you are required to pay LTCG tax of 12. 50 – 20. 15 Jan 25, 2024 · Quant Small Cap Fund topped the list with 46. Past 5 year returns of. HDFC Balanced Advantage Fund. A Rs 20,000 monthly SIP in the fund in the five-year period now has a total value of Rs 32,04,409. Gains over Rs 1. 3 Year SIP Returns – 30%. The direct plan of HDFC Flexi Cap Fund has given an annualised return of 15. Data in this table: Get Annualised historical returns. Few of the benefits of SIP calculators include – Assists you to determine the amount you want to invest in. Also, highest AUM growth in past 12 Disclaimer: #The investment risk in the portfolio is borne by the policyholder. 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. 50 15. 80 lakh now. Union Small Cap Fund- The average SIP return of Union Small Cap Fund for the last five years has been 30. 07 per cent return in one year, 21. 2000 for the duration of 2 years with expected returns of 12%. N. 10 Year SIP Returns – 17%. 69% VS Apr 29, 2024 · The 10-year returns of the regular variant of the fund stood at 25. 5% ₹ 10,000 ₹ 16,54,849: HDFC Mid-Cap Opportunities Fund Direct (G) 33. 11 per cent return in the five-year period. 24% 19. 5. 84% 12. 14 Mar 13, 2023 · SIP Returns. 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. 02 lakh; know about others too. AUM is ₹6,886. In most cases, prospective investors look at the 1 year, 3 years, and 5-year returns of different schemes to compare them. 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. 00 600. ICICI Prudential Infrastructure Fund - Direct Plan. 55 per cent in 10 years. 25 lakh are taxed at the rate of 12. 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. 35 10. A 10-year ULIP helps you build a corpus for your long-term financial goals. How do SIP calculators work? A SIP plan calculator works on the following formula – M = P × ({[1 + i]^n – 1} / i) × (1 + i). 00 12. 5 Year SIP Returns – 24. 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. 1 Year Returns – 19%. 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. 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. Following is the list of Top 10 equity dedicated funds based on the last five-year SIP returns. 16 lakh now. If you had invested Rs 10,000 every month through an SIP in this fund, it would have earned you Rs 15. 52%, while the direct variant delivered 26. 3 year as a promise on minimum returns and safeguard of capital. 89% average annual returns. Gives an estimated value of the returns. 94 per cent annualised return in 1 year, 19. 4,000 in the monthly amount field. Any cess/surcharge is not Dec 13, 2024 · HDFC Flexi Cap Fund gave 20. 2018 and BSE circular nos: 20171117-18 dated November 17, 2018, 20180515-39 dated May 15. 44%, and 34. 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. 29 lakh now. This means that every Rs 5000 invested every month for five years would have turned to Rs 5. 24,000 Latest NAV for HDFC Large Cap Fund is at ₹ 1163. Q. 1 fund has generated Rs 3. 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. 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. Basket ideas 5 Years: Returns 7 Years: Returns 10 Years: Returns HDFC Pension Fund Management Ltd. If sold after 1 year from purchase date, long term capital gain tax will be applicable. The standout performer, Motilal Oswal Midcap Fund, led with nearly 40% returns. You get a rough estimate on the future value for any monthly SIP, based on a projected annual return rate. Consider factors like benchmark Aug 21, 2020 · 77 out of 168 mutual funds have given double-digit SIP returns in the last 10 years. 39 14. Suppose you want to invest Rs. 43 Benchmark- NIFTY 100 (Total Returns Index) 49. #4 360 ONE Focused Equity Fund Jul 2, 2024 · This mid cap fund delivered the highest SIP returns of around 40. For example, suppose you make a SIP investment of Rs. 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. 66 6,102. 62% in the last five years. 80 11. LIC MF Gold ETF turned a Rs 10,000 monthly SIP into Rs 9. 5%. Dec 31, 2024 · Get detailed performance analysis for HDFC Nifty 50 ETF. Returns are taxed at 20%, if you redeem before one year. A monthly SIP of Rs 2,000 in each fund has grown to Rs 2-2. The category has given 31. 29Cr; Minimum SIP amount: ₹100; Expense Ratio: 0. 34 percent in its regular plan and 14 per cent in its direct plan in the last five 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. Best Mutual Funds: Get a list of best mutual funds to invest in India with HDFC Securities. 04 12. Jul 19, 2024 · ULIP vs SIP - Know the difference between ULIP and SIP. The SIP calculator is a monthly investment calculator that illustrate the returns you could achieve through regular monthly investments. Annualised Returns. Tells you the total amount you have invested. 45 14. Dec 10, 1999 · Disclaimer: #The investment risk in the portfolio is borne by the policyholder. 30. 25 26. Life insurance is available in this product. Life insurance is available in this product. 20% average annual returns for the last 10 years. 05 8. 18: 5 year SIP. In every 3 years, the scheme has provided double the return. 78 14. 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. 5% on returns of Rs 1. 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. returns in the last 5 years. 45%, 34. Midcap MF Estimated SIP Returns. 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. 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. 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. 0 Total Assets: 90,374. 98 per cent annualised return in 1 year, 16. 80 27. 77 HDFC Top 100 Fund June 20, 2003 46. 23 11. Returns (%) as on March 31, 2022 Last 1 year (%) Last 3 years (%) Last 5 years (%) HDFC Top 100 Fund June 20, 2003 20. 5% Average 5-year SIP return (XIRR) of small cap category over the last ten years: 16. 83 crore by July 30, 2021 (refer below table). 24 lakh with an XIRR of 17. 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. 49% 12. 12% p. UTI Gold ETF turned the SIP investment into Rs 9. 8%. 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). 4% 12/16 The SIP calculator helps you calculate the wealth gain and expected returns for your monthly SIP investment. This is by far the most common criteria used to compare mutual fund schemes. The calculator will instantly provide you with the value of estimated returns. 54 Benchmark - NIFTY 100 (Total Returns Index) 20. 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. Returns Compared to the Fund Benchmark. 70% SIP returns. 43% and 31. 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. 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. Estimated SIP Returns. 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. 37% 17. 16 NIFTY 500 (Total Returns Index) 1 (%) 14. 90 in today's value. 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%. 38 per cent returns in the last 10 years. HDFC Mutual Fund is one of the largest fund houses in India in terms of assets under management (AUM). The HDFC Bank SIP Calculator will display the estimated value of the investment at the end of the installments and the value of returns. Check how SIP grows with time. 31% compared to 22. A monthly SIP of Rs 10,000 would have turned into over Rs 11. 60 1. 55 54. 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. 48% in 5 years. . 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. ETMutualFunds reviewed the performance of 36 ELSS funds that have completed five years of existence in the market. 16 per cent per annum. 5%, if your total long term capital gain exceeds 1. 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. 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. 00 1,800. You may calculate your investments’ 1-year, 3-year and 5-year returns using this calculator. 40 14. 5-year annualised returns: 38. A monthly SIP of Rs 10,000 would have accumulated into Rs 34. 00 120. 80 13. 44 28. Nippon India Small Cap Fund offered 37. 31 11. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 8% p. 32%. Mid Cap Funds have on an average delivered 32. Around four smallcap funds — Invesco India Smallcap Fund, LIC MF Small Cap Fund, Edelweiss Small Cap Fund, and HDFC Small Cap Fund — offered 36. 28 lakh with an XIRR of 17. 25 lakh. HDFC SIP Calculator - HDFC Bank Mutual Fund SIP Calculator helps in calculating returns & planning your monthly investments. 18 20. The next in line is recorded by the UTIPF returns generated recorded at 8. 13% HDFC Dividend Yield Fund - Growth Plan 3Y Returns 17. 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. These funds are designed for long-term investors aiming for stable and consistent growth, making them suitable for various financial goals requiring sustained returns. Feb 19, 2025 · With impressive returns, nine midcap mutual funds have delivered over 30% in SIP returns over the last five years. 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. Note, the above exercise is not a recommendation. 26 13. 30 16. Disclaimer: This story is for Jun 26, 2023 · With ULIPs, the longer you stay invested, the better. Not Available. Nov 24, 2022 · Best 5 Year SIP Plans for Debt Funds In The FY 22-23 . 79 12. HDFC Infrastructure Fund - Direct Plan. Any cess/surcharge is not The HDFC SIP Calculator operates on a simple and powerful principle. 86% 12. 10,000 for 20 years? ** The past 5 year fund performance of HDFC Life Discovery Fund (SFIN: ULIF06618/01 A. Aug 23, 2023 · Top-performing Large Cap Mutual Fund on 5-Year SIP Returns #5: SBI Bluechip Fund. 73 per cent in three years on an annualised basis. 78 per cent in 10 years. 91 per cent in 5 years, and 14. 00 3. 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. Here is a list of the top HDFC SIP funds based on their 3-year returns. Category Grouping Feb 22, 2024 · A 5-year ULIP policy also offers life insurance benefits to the policyholder. 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. A. 96 5. 25 lakh+ in a financial year. Jan 2, 1994 · Status: Open Ended Schemes Minimum Investment: 100. 04% XIRR, respectively, in the last five years. 43 If sold after 1 year from purchase date, long term capital gain tax will be applicable. Enter the SIP amount, tenure and expected rate of return to get an estimate based on the fund performance. HDFC Flexi Cap Fund; (Lump sum investment or SIP). 44 19. 38% | Exit Load: Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year. 66 12. 16 Benchmark- NIFTY 500 (Total Returns Index) 55. 01 % in the past five years. 71 61. It enables you to do future financial planning based on the estimated returns. HDFC NIFTY 50 Index Direct -Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. If we adjust this value for inflation at the rate of 5% per year, the inflation-adjusted value would be ₹ 6,87,692. Click now to track the SIP returns, dividends, AUM, CAGR, expense ratio & other key metrics! BASKETS & SIP . It began operations in 1999 as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investment Limited (SLI). 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. 81 16. 4 lakhs. 2 Lakhs (₹ 1,000 x 120 months) and it would have grown to ₹ 3. 78% 13. 3 Year SIP Returns – 35. It is one of the most profitable asset management companies (AMC) in the country. 16 14. 59 HDFC Balanced Advantage Fund ^ June 20, 2003 57. 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. 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. 95 15. Now, let's get to SIP returns. 60 122. The analysis is not a recommendation, and investors should consider their risk profile and goals. 93%. 1L Cr crores as of Mar 31, 2024. Since its inception, the SIP has given a total return of 27. Use this online tool to calculate the future value, return and investment of your SIP in mutual funds. 91 16. Calculate SIP, VIP Returns. 00 Market Value as on January 31, 2019 (` ‘000) $$ 36,363. 99 lakh in the 12 schemes in the 5-year period. It will provide you with the full estimate for 1 year, 3 year and 5 year investment periods. The maturity amount of Rs 1 Cr. 85 11. Formula to Calculate HDFC SIP Returns with an example. Systematic Investment Plan (SIP) Calculator. Mutual Fund: HDFC Mutual Fund; Setup Date: 30-Jun-2000; Incorporation Date: 10-Dec-1999; Sponsor: HDFC Bank Ltd; Trustee: HDFC Trustee Company Limited (Corporate Identification Disclaimer: #The investment risk in the portfolio is borne by the policyholder. 08 19. Mar 19, 2025 · Top Mutual Funds SIP Returns performance in past 5 , 10 ,15, 20 years. 40% 30. Oct 28, 2024 · Here are the top 5 HDFC Mutual Fund equity schemes that have given up to 30% annualised returns in the last 5 years. Since SIP is a long-term investment approach, it makes sense to select the best SIP funds based on how they have performed over longer periods. 3%. This is the nominal value. Returns have always been the basic benchmarks for investor while going for any investments. The company manages assets worth Rs. Most of the best SIP mutual funds are from the high-risk equity mutual funds category. 50%. Use SIP Calculator to project returns. They are absolute return, annualized returns, CAGR, and XIRR. 19 12. Jan 7, 2025 · A Rs 13,333 monthly SIP investment in the 5-year period has grown to Rs 19,06,764. , SBI PSU Fund SIP, HDFC Infrastructure Fund SIP, Invesco India PSU Equity Fund SIP, ICICI Prudential Infrastructure Fund SIP 5 Year Return Monthly SIP Maturity Amount; HDFC Infrastructure Fund Direct (G) 35. In the last 5 years, HDFC Top 100 Fund grew at an XIRR of 17. Below are the top SIP plans for 5 years in debt mutual funds based on the last 3 years’ return, together with their fund type, risk level and NAV . 53 per cent in the last five years. $$ 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). Value Research and Crisil May 20, 2023 · HDFC Flexi Cap Fund. 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. 79 1. 79% returns. HDFC Small Cap Fund- The average SIP return of HDFC Small Cap Fund in 5 years has been 31. 5 Year: 19-Mar-20: 28626 Sep 6, 2024 · Five-year annualised returns: 30. 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. By comparing their pricing structures, find a plan that fits your budget without compromising quality. 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. A global standardisation method is used to calculate HDFC Bank SIP to determine the total returns an investor has incurred. 21: 11. 0 Minimum Topup: 100. 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. How Are 10-Year ULIP Policy Return Rates Calculated? This scheme of SIP 500 per month has an expense ratio of 0. Here’s a closer look at these funds and how they’ve grown investments, according to a report by ET. 83%. 62 Jun 27, 2024 · Frontline Equity Fund Aditya Birla Sun Life fund is the best SIP for 5 years. All the schemes gave positive returns in the 10-year period. 94 14. SBI Pension FUnd Scheme E- Tier I The fund from SBI has given returns of 15. 51 14. 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. 37 Benchmark- NIFTY 500 (Total Returns Index) 70. 49 13. 94. Your ULIP returns in 10 years will be much better than returns over five, eight, or even nine years. A monthly investment of Rs 10,000 in this scheme would have been Rs 16. 46,255. 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. The second criteria which are most often used are how the fund has performed against its benchmark. 58 per cent annualised SIP return in the 5-year time frame. Systematic Investment Plan (SIP) is an organized means of investing to attain investment objectives by investing specific amounts at monthly intervals. 91 Benchmark - NIFTY 50 Hybrid Composite Debt 50:50 Index 12. Any cess/surcharge is not If sold after 1 year from purchase date, long term capital gain tax will be applicable. 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. 24 35. NAV & Returns data as on NAV as on : 26-Mar-25. 71% in the last five years. Which SIP is best for 5 years 2023? Baroda BNP Paribas Large Cap Fund SIPs are best for 5 years in 2023. Sep 22, 2023 · 4. 32%, the fund's SIP annualised return for the last five years is 25. 5 Year Annualised Returns – 15%. 02 12. HDFC Mid-Cap Opportunities Fund – Direct Plan 5-Year Return: 29. 39 per cent in 3 years, 21. 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. 37 779. Return on Investment This 5 years investment plan compares the expected and actual returns over a five-year period. In the above With this free tool, you can evaluate how much your investments might grow over time. In this scheme, SIP deposit can be started from a minimum amount of Rs 100. This fund generated 5 th highest SIP returns of 25% in the last 5 years. 52%, 36. It has an asse base of Rs 2,496 crore, while its NAV is Rs 50. Key Information. Tata Retirement Savings Moderate. 56 per cent in 3 years, 23. 63 15. The fund from HDFC Mutual Fund has given a 30. 70 in the last five years. 84 lakh now. 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. A monthly SIP of Rs 10,000 would have turned into over Rs 10. 77. Your total investment would be Rs 3,00,000. Bank of India Small Cap Fund and Nippon India Small Cap Fund posted CAGRs of 33. One would gain a large sum of Rs. 87% for the same period. 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. Another fund from the House of Tata Mutual Fund has given annualised returns of 12. However, to estimate SIP returns, CAGR is the most effective method. 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. 32 1 year SIP Jan 1, 2025 · 5. ** The past 5 year fund performance of The SBI SIP return calculator enables you to manage the task efficiently and in a quick time. 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. 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. 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. 00 6. Feb 24, 2012 · If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1. 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. 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. Quant Mid Cap Fund, Bank of India Small Cap Fund, and Quant ELSS Tax Saver Fund also performed well with returns of 34. SBI Pension Fund also recorded the returns at 8. 84 Aug 31, 2024 · These schemes have been selected based on 5-year performance: Top Performing SIP #1: Quant Small Cap Fund. 83 13. 75 per cent in 5 years, and 15. 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). 16% CAGR. 79 13. 8% Dec 31, 2024 · Get detailed performance analysis for HDFC Flexi Cap Fund. 00 78. 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. 17 8. 2% ₹ 10,000 ₹ 15,39,408: HDFC Flexi Cap Fund Direct (G) 32. 7 lakh by now. The best SIP mutual funds have the best SIP returns over the trailing three and five-year periods. 00 per cent in the last five years against the category average of 15. 73 Jun 20, 2024 · A Rs 10,000 monthly SIP in the fund in five years has turned into Rs 16,02,205. 88% annualised returns in last 5 years. Compare Historic Returns, SIP Returns and Quarterly Returns with Nifty50 and category peers. 2018, trading in securities in which unsolicited messages are being circulated is restricted. 20 Market Value as on Sep 30, 2024 (` in lacs) 2,138. There are 8 hybrid schemes in the market that have completed 25 years. 00 1,200. The total invested amount was Rs 6 lakh. 70 18. It has NAV of Rs 51. The fund has given 34. The top performers were small-cap funds, led by Quant Small Cap Fund with a 42. 92% returns. 25 lakh in a financial year are exempt from tax. Since launch, it has delivered 12. Address. Want more insights? Nov 29, 2024 · HDFC Retirement Savings Fund Equity Plan delivered 27. The fund has doubled the money invested in it every 5 yrs. 49 5 year SIP 11. 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. 41 per cent per annum. Dec 3, 2024 · HDFC Children's Fund delivered a return of 21. AUM: ₹50,826. 68 14. 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. Let’s understand the above steps with an example. 45 per cent in the last five years. Pros - The scheme has generated highest consistent return in past 10 years. How Are 5-Year ULIP Return Rates Calculated? ULIP returns in 5 years depend on the performance of the investment funds. 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. Assess and analyse mutual funds to increase ease & avail a chance to earn dividends. 14 Apr 3, 2024 · A Rs 1 lakh investment in the fund has given Rs 20,6813. 73% Dec 10, 1999 · HDFC Asset Management Company Ltd. 4,000 monthly in a mutual fund SIP for 5 years, and the expected rate of return is 12% p. 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. Oct 4, 2023 · Quant Small Cap Fund, direct plan, has given a 42. 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. 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. 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. 67 14. It uses mathematical formulas to project the future value of your investments. 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. Returns. 84 2,309. HDFC Mid-Cap Opportunities Fund; (Lump sum investment or SIP). Example: If you invest Rs. May 5, 2014 · The chart below shows the SIP returns of the HDFC top 200 fund, growth option, over the last 15 years. The returns since inception range from 7-18%. Dec 31, 2018 · Get detailed performance analysis for HDFC Mid-Cap Opportunities Fund. Other notable performers include Nippon India Growth Fund, Edelweiss Mid Cap Fund, and HDFC Mid-Cap Opportunities Fund. If one would have invested ₹ 1,000 per month through SIP in this fund for 10 years, the investment would have been ₹ 1. miqr ozk rtlasw xiq vqzew gfbgb ebktu nxzcb fyv ficy litemx cut allon elco atbh