Mutual Fund SIP Returns - Equity: Focused
| Scheme Name | AMC Name | Launch Date | AUM (Crore) | TER (%) | Invested Amount | Current Value | Return (%) |
|---|---|---|---|---|---|---|---|
| HDFC Focused 30 Gr | HDFCMF | 05-09-2004 | 15,515.87 | 1.68 | 36000.0 | 36455.76 | 2.79 |
| ICICI Pru Focused Equity Gr | ICICIMF | 05-05-2009 | 9,532.6 | 1.76 | 36000.0 | 35731.89 | -1.63 |
| SBI Focused Equity Reg Gr | Invest Online | SBIMF | 01-10-2004 | 32,929.17 | 1.59 | 36000.0 | 35669.26 | -2.02 |
| DSP Focus Fund Reg Gr | DSPMF | 10-06-2010 | 2,258.59 | 2.05 | 36000.0 | 35631.76 | -2.24 |
| Canara Robeco Focused Equity Fund Reg Gr | Invest Online | CanaraMF | 05-05-2021 | 2,270.47 | 1.98 | 36000.0 | 35434.77 | -3.42 |
| Old Bridge Focused Equity Reg Gr | 24-01-2024 | 1,151 | 2.23 | 36000.0 | 35200.09 | -4.83 | |
| ABSL Focused Gr | ABSLMF | 05-10-2005 | 6,940.93 | 1.85 | 36000.0 | 35161.74 | -5.06 |
| Invesco India Focused Gr | InvescoMF | 08-09-2020 | 3,181.54 | 1.89 | 36000.0 | 35069.95 | -5.61 |
| Axis Focused Fund Reg Gr | Invest Online | AxisMF | 02-05-2012 | 11,554.33 | 1.76 | 36000.0 | 35032.76 | -5.83 |
| Bandhan Focused Equity Reg Gr | Invest Online | BandhanMF | 16-03-2006 | 1,595.25 | 2.11 | 36000.0 | 34904.79 | -6.59 |
| Mahindra Manulife Focused Fund Reg Gr | MahindraManulifeMF | 01-11-2020 | 1,818.65 | 2.02 | 36000.0 | 34869.53 | -6.8 |
| ITI Focused Equity Fund Reg Gr | ITIMF | 19-06-2023 | 439.93 | 2.31 | 36000.0 | 34866.86 | -6.82 |
| Mirae Asset Focused Reg Gr | Invest Online | MiraeMF | 05-05-2019 | 7,104.55 | 1.79 | 36000.0 | 34786.31 | -7.3 |
| LIC MF Focused Fund Reg Gr | Invest Online | LICMF | 13-11-2017 | 121.21 | 2.52 | 36000.0 | 34751.09 | -7.51 |
| Nippon India Focused Equity Gr Gr | NipponIndiaMF | 26-12-2006 | 7,480 | 1.87 | 36000.0 | 34703.27 | -7.79 |
| UTI Focused Fund Reg Gr | UTIMF | 25-08-2021 | 2,362.08 | 2.01 | 36000.0 | 34442.73 | -9.33 |
| 360 ONE Focused Equity Reg Gr | Invest Online | 360ONEMF | 30-10-2014 | 6,351.89 | 1.76 | 36000.0 | 34431.1 | -9.4 |
| Kotak Focused Equity Reg Gr | Invest Online | KotakMF | 05-07-2019 | 3,135.9 | 1.92 | 36000.0 | 34420.68 | -9.46 |
| Franklin India Focused Equity Gr | FranklinMF | 05-07-2007 | 10,907.4 | 1.8 | 36000.0 | 34351.83 | -9.86 |
| Edelweiss Focused Fund Reg Gr | EdelweissMF | 26-07-2022 | 837.88 | 2.27 | 36000.0 | 34314.07 | -10.08 |
| Union Focused Reg Gr | UnionMF | 05-08-2019 | 363.49 | 2.51 | 36000.0 | 34223.5 | -10.61 |
| Sundaram Focused Fund Gr | SundaramMF | 05-01-2013 | 1,007.19 | 2.28 | 36000.0 | 34214.68 | -10.67 |
| HSBC Focused Fund Reg Gr | HSBCMF | 22-07-2020 | 1,458.79 | 2.14 | 36000.0 | 33888.53 | -12.57 |
| Tata Focused Equity Reg Gr | TataMF | 05-12-2019 | 1,635.33 | 2.08 | 36000.0 | 33785.4 | -13.16 |
| JM Focused Fund Reg Gr | JMMF | 05-03-2008 | 223.57 | 2.38 | 36000.0 | 33765.76 | -13.28 |
| BARODA BNP PARIBAS Focused Fund Reg Gr | BarodaMF | 06-10-2017 | 580.08 | 2.28 | 36000.0 | 33504.84 | -14.78 |
| Quant Focused Gr | QuantMF | 01-08-2008 | 982.06 | 2.22 | 36000.0 | 32984.6 | -17.75 |
| Motilal Oswal Focused 25 (MOF25) Reg Gr | Invest Online | MotilalMF | 05-05-2013 | 1,306.57 | 2.18 | 36000.0 | 31323.14 | -26.98 |
| Category Average | - | - | - | - | 36000.0 | 34568.6 | -8.52 |
| NIFTY 500 TRI | - | 01-01-1995 | - | - | 36000.0 | 34684.1 | -7.93 |
Mutual Fund SIP Returns helps you get monthly SIP returns instantly for all mutual fund schemes in a category of your choice. You can select any period - between 1 year to 22 years - select the monthly SIP amount from the drop down, from Rs 1,000/ 2,000, 3,000, 5,000, 10,000, 15,000, 20,000, 25,000, 30,000, 35,000, 40,000, 45,000 and 50,000. Along with the monthly SIP returns of each scheme in the selected category, you also get the AMC name, launch date, AUM (in Crores), expense ratio, Total amount invested in the selected period and the total current value along with the SIP return percentage in XIRR. At the end of the table, you get to see the Scheme Category average SIP returns and the benchmark SIP returns. This help you figure out how the scheme monthly SIP returns have done compared to the category and Benchmark monthly SIP returns. The results can be downloaded in excel.
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