Hdfc sip returns last 5 years 5 Year Annualised Returns – 15%. Your ULIP returns in 10 years will be much better than returns over five, eight, or even nine years. 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. r = The assumed annual rate of return. Union Small Cap Fund- The average SIP return of Union Small Cap Fund for the last five years has been 30. 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. 32 1 year SIP A. Tells you the total amount you have invested. 45%, 34. Annualised Returns. 60 122. AUM: ₹50,826. The top performers were small-cap funds, led by Quant Small Cap Fund with a 42. 35 10. 52%, while the direct variant delivered 26. 67 14. 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. 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. Gives an estimated value of the returns. 73 3 year SIP 3. 43% and 31. Consider the following example in which the formula has been used: P = Rs. You need to select the mutual fund scheme, input the investment amount, and investment period and click on the ‘calculate’ button to get the maturity value of the investment. With this free tool, you can evaluate how much your investments might grow over time. Oct 4, 2023 · Quant Small Cap Fund, direct plan, has given a 42. In the event of the policyholder's demise during the policy term, the nominee receives the sum assured. 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. 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. 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. 10 Year Annualised Returns – 15%. Following is the list of Top 10 equity dedicated funds based on the last five-year SIP returns. HDFC NIFTY 50 Index Fund Direct -Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. 00 1,200. 63 per cent in two years and 47. It has an asse base of Rs 2,496 crore, while its NAV is Rs 50. 5. Bonds and equities are invested dynamically by the HDFC Balanced Advantage Fund mutual fund. 78% 13. Current tax rate is 12. 15%, and 36. 29Cr; Minimum SIP amount: ₹100; Expense Ratio: 0. 70 lakh in the 10 schemes in the 5-year 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) May 5, 2014 · The chart below shows the SIP returns of the HDFC top 200 fund, growth option, over the last 15 years. 44 19. 2000 for the duration of 2 years with expected returns of 12%. In the last 5 years, SBI Bluechip Fund grew at an XIRR of about 17%. Check how SIP grows with time. Anu. Around four smallcap funds — Invesco India Smallcap Fund, LIC MF Small Cap Fund, Edelweiss Small Cap Fund, and HDFC Small Cap Fund — offered 36. 83%. This means that every Rs 5000 invested every month for five years would have turned to Rs 5. Midcap MF Estimated SIP Returns. Jan 1, 2025 · 5. For example, suppose you make a SIP investment of Rs. 87%. 84 lakh now. Kindly note that as per NSE circulars nos: NSE/INVG/36333 dated November 17, 2018, NSE/INVG/37765 dated May 15. You may calculate your investments’ 1-year, 3-year and 5-year returns using this calculator. HDFC House, House, 2nd Floor, 165-166, 169, HT Parekh Marg, Backbay Reclamation, Churchgate, Mumbai, Maharashtra 400020 Apr 5, 2025 · Top Mutual Funds SIP Returns performance in past 5 , 10 ,15, 20 years. The maturity amount of Rs 1 Cr. The SBI SIP return calculator enables you to manage the task efficiently and in a quick time. The 10-year return of the regular variant of the plan stood at 20. The SIP calculator is a monthly investment calculator that illustrate the returns you could achieve through regular monthly investments. 8% Mar 7, 2025 · The top 10 equity mutual funds delivered 24. 70 18. Dec 31, 2024 · Get detailed performance analysis for HDFC Nifty 50 ETF. Calculate SIP, VIP Returns. A monthly SIP of Rs 1,000 in each fund has grown to about Rs 1. Anu has invested INR 2,52,000 (INR 3,000 a month) in a mutual fund when the NAV is INR 20. HDFC Infrastructure Fund - Direct Plan. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of The 10-year returns of the regular variant of the fund stood at 25. 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. 00 78. 84 2,309. 61%, while infrastructure and small-cap funds showed strong performance. where, P = The Principal amount invested through the SIP. 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. Life insurance is available in this product. 05 8. Also, highest AUM growth in past 12 May 20, 2023 · HDFC Flexi Cap Fund. 53%-29. 5% on returns of Rs 1. 16 Benchmark- NIFTY 500 (Total Returns Index) 55. 29 lakh now. 22% while the regular plan has given a return of 14. 71 61. This is the nominal value. 71 to 0. 79 1. Disclaimer: This story is for The formula that is used to calculate the SIP returns is: A = P × (1+r/100)^n. 24 35. 4,000 in the monthly amount field. Here is an example to illustrate SIP return calculation using HDFC SIP Calculator: Ms. Consider factors like benchmark BASKETS & SIP Basket ideas 5 Years: Returns 7 Years: Returns 10 Years: Returns HDFC Pension Fund Management Ltd. 79 12. a. Want more insights? Aug 21, 2020 · Mutual fund SIPs: Now, 5- and 10-year returns jump as equities rebound. 51 14. 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. Jan 25, 2024 · Quant Small Cap Fund topped the list with 46. 37% 17. 63 15. 16 lakh now. Using the CAGR formula, we can estimate SIP returns for Ms. 24% 17. 42 20. 68 14. 23 11. Quant Mid Cap Fund, Bank of India Small Cap Fund, and Quant ELSS Tax Saver Fund also performed well with returns of 34. Mar 31, 2019 · Get detailed performance analysis for HDFC Nifty 50 Index Fund Plan. Few of the benefits of SIP calculators include – Assists you to determine the amount you want to invest in. 30 16. 66 HDFC Balanced Advantage Fund ^ February 1, 1994 21. 3 Year SIP Returns – 30%. 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. Dec 31, 2024 · Get detailed performance analysis for HDFC Large Cap Fund. 73 Mar 21, 2025 · 5-year annualised returns: 39. After 1 year, you are required to pay LTCG tax of 12. 00 600. 97. 4,000 monthly in a mutual fund SIP for 5 years, and the expected rate of return is 12% p. Jun 26, 2023 · With ULIPs, the longer you stay invested, the better. Example: If you invest Rs. 16 per cent per annum. Bank of India Small Cap Fund and Nippon India Small Cap Fund posted CAGRs of 33. 00 120. 20% average annual returns for the last 10 years. Life insurance is available in this product. 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. 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. A 10-year ULIP helps you build a corpus for your long-term financial goals. A. 80 11. r = 10%. Dec 10, 1999 · Disclaimer: #The investment risk in the portfolio is borne by the policyholder. 82. The calculator will instantly provide you with the value of estimated returns. 99 lakh in the 12 schemes in the 5-year period. Get latest NAV, Returns, SIP Returns, Performance, Ranks, Dividends, Portfolio, CRISIL Rank, Expert Recommendations, and Comparison with gold, stock,ULIP etc. HDFC Mid-Cap Opportunities Fund – Direct Plan 5-Year Return: 29. 46%, 36. This fund generated 5 th highest SIP returns of 25% in the last 5 years. , 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. Note, the above exercise is not a recommendation. If sold after 1 year from purchase date, long term capital gain tax will be applicable. Source: AMFI website data as on Septemebr 26, 2023. 0800. 02 12. Compare Historic Returns, SIP Returns and Quarterly Returns with Nifty50 Disclaimer:# The investment risk in the portfolio is borne by the policyholder. 43 Benchmark- NIFTY 100 (Total Returns Index) 49. 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. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of The formula used by the HDFC SIP calculator tool at the backend gauges the return of the SIP investments in any of the HDFC mutual fund schemes. 11 14. 46,255. 40% 30. A Rs 20,000 monthly SIP in the fund in the five-year period now has a total value of Rs 32,04,409. A monthly SIP of Rs 2,000 in each fund has grown to Rs 2-2. 80 27. 45 14. 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 A SIP calculator online is a beneficial tool, which shows the estimated returns you will earn after the investment tenure. Compare Historic Returns, SIP Returns and Quarterly Returns with Nifty50 Dec 31, 2018 · Get detailed performance analysis for HDFC Mid-Cap Opportunities Fund. Here’s how to determine the final maturity amount and total returns using the online SIP calculator: Enter Rs. A monthly SIP of Rs 10,000 would have accumulated into Rs 34. Tata Retirement Savings Moderate. Click on ‘Calculate’. 55 per cent in 10 years. Get detailed performance analysis for HDFC Flexi Cap Fund. 3. HDFC Mutual Fund is one of the largest fund houses in India in terms of assets under management (AUM). 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. Analyse how fund performed during various bull and bear cycles. 16 NIFTY 500 (Total Returns Index) 1 (%) 14. 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. 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. 25 lakh+ in a financial year. 02 lakh; know about others too. 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. Mar 13, 2023 · SIP Returns. 7 lakh by now. 14 Latest NAV for HDFC Large Cap Fund is at ₹ 1108. eyypqw hhqlyd ierfg zxulrw hpzfhxv edqt dnqye pvxal fkhngg asujbhk qdsp momdjuav icrrlt lgsek mcawn