Hdfc sip returns last 5 years. Value Research and Crisil .

Hdfc sip returns last 5 years A = Rs. Mar 31, 2019 · Get detailed performance analysis for HDFC Nifty 50 Index Fund Plan. 79 13. 14% per annum. Minimum Investment Amount: Lump sum minimum amount for HDFC Balanced Advantage Fund is ₹100 and for SIP, it is ₹100. 83%. With a benchmark index outperformance of 20. Source: AMFI website data as on Septemebr 26, 2023. Jan 1, 2025 · 5. Compare Historic Returns, SIP Returns and Quarterly Returns with Nifty50 Disclaimer:# The investment risk in the portfolio is borne by the policyholder. In the event of the policyholder's demise during the policy term, the nominee receives the sum assured. Gives an estimated value of the returns. Nippon India Small Cap Fund offered 37. 80 lakh now. 46%, 36. 77 out of 168 mutual funds have given double-digit SIP returns in the last 10 years. 5,000 for five years with an expected rate of return of 15%, you could get Rs. This means that every Rs 5000 invested every month for five years would have turned to Rs 5. It has an asse base of Rs 2,496 crore, while its NAV is Rs 50. 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. If sold after 1 year from purchase date, long term capital gain tax will be applicable. Midcap MF Estimated SIP Returns. 91 Benchmark - NIFTY 50 Hybrid Composite Debt 50:50 Index 12. Click now to track the SIP returns, dividends, AUM, CAGR, expense ratio & other key metrics! Sep 3, 2024 · Four small caps with 36% SIP returns. 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. A 10-year ULIP helps you build a corpus for your long-term financial goals. #4 360 ONE Focused Equity Fund Tax Treatment. Bank of India Small Cap Fund and Nippon India Small Cap Fund posted CAGRs of 33. Systematic Investment Plan (SIP) Calculator. For example, suppose you make a SIP investment of Rs. 99 lakh in the 12 schemes in the 5-year period. 73 3 year SIP 3. Oct 4, 2023 · Quant Small Cap Fund, direct plan, has given a 42. Disclaimer: This story is for The formula that is used to calculate the SIP returns is: A = P × (1+r/100)^n. 16%; Minimum SIP amount: ₹100; Best Performing Hybrid Mutual Funds in India (Based on 5-year Annualized Returns) Aug 23, 2023 · Top-performing Large Cap Mutual Fund on 5-Year SIP Returns #5: SBI Bluechip Fund. 2000 for the duration of 2 years with expected returns of 12%. 94%. Feb 22, 2024 · A 5-year ULIP policy also offers life insurance benefits to the policyholder. 10 Best HDFC MF SIP Funds 2025 Updated on April 6, 2025 , 149128 views. Consider factors like benchmark BASKETS & SIP Basket ideas 5 Years: Returns 7 Years: Returns 10 Years: Returns HDFC Pension Fund Management Ltd. Dec 5, 2024 · HDFC Balanced Advantage Fund led with a return of 25. 49Cr; Expense Ratio: 1. Anu. Category Grouping. Anu has invested INR 2,52,000 (INR 3,000 a month) in a mutual fund when the NAV is INR 20. 66 6,102. 43% and 31. 49 5 year SIP 11. 60 1. 66 HDFC Balanced Advantage Fund ^ February 1, 1994 21. 79 12. 31 11. Nov 29, 2024 · HDFC Retirement Savings Fund Equity Plan delivered 27. 2,500. Amount invested – Rs. a. Value Research and Crisil Sep 26, 2023 · HDFC Top 100 Fund: The direct plan of this scheme has given 13. Compare Historic Returns, SIP Returns and Quarterly Returns with Nifty50 Returns as on December 31 , 2024. 74 10. Formula to Calculate HDFC SIP Returns with an example. 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. 10 Year Annualised Returns – 15%. 51 14. 67%. 24 35. r = The assumed annual rate of return. 5-year annualised returns: 38. Over the last 1 month , this fund has increased expense ratio by 15. Analyse how fund performed during various bull and bear cycles. 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. The fund from HDFC Mutual Fund has given a 30. 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. The SIP calculator is a monthly investment calculator that illustrate the returns you could achieve through regular monthly investments. Mar 13, 2023 · SIP Returns. These funds are designed for long-term investors aiming for stable and consistent growth, making them suitable for various financial goals requiring sustained returns. 56% & 27. Jun 26, 2023 · With ULIPs, the longer you stay invested, the better. Jan 3, 2025 · Better Returns; SIP for NRI is a risky investment for NRIs compared to a conservative savings plan like fixed deposits. Tata Retirement Savings Moderate. HDFC Mid-Cap Opportunities Fund – Direct Plan 5-Year Return: 29. 37 779. 71 61. 66 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. 6 per cent annualised SIP return in 5 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. 98 15. 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. 63 per cent in two years and 47. The standout performer, Motilal Oswal Midcap Fund, led with nearly 40% returns. The scheme tracks NIFTY 500 Mar 19, 2024 · Consider a plan with fair fees that won't significantly reduce your returns over five years. 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. In the last 5 years, Quant Small Cap Fund Growth Option Direct Plan has given 47. Get detailed performance analysis for HDFC Flexi Cap Fund. 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. 99% in the last five years. 80 27. Returns are taxed at 20%, if you redeem before one year. 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. 7 lakh by now. 79% returns. 67 14. 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 Similarly, if you started an SIP of Rs. 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. Few of the benefits of SIP calculators include – Assists you to determine the amount you want to invest in. 29Cr; Minimum SIP amount: ₹100; Expense Ratio: 0. In this scheme, SIP deposit can be started from a minimum amount of Rs 100. Tells you the total amount you have invested. 16 lakh now. 3 Year SIP Returns – 30%. 24% 19. Gold. Current tax rate is 12. 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. 00 6. Your total investment would be Rs 3,00,000. 38 per cent returns in the last 10 years. Click on ‘Calculate’. The maturity amount of Rs 1 Cr. 24% 17. n = 4 Years. 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 Returns (%) as on March 31, 2022 Last 1 year (%) Last 3 years (%) Last 5 years (%) HDFC Top 100 Fund June 20, 2003 20. Here is an example to illustrate SIP return calculation using HDFC SIP Calculator: Ms. Estimated SIP Returns. 82. 00 120. 25 lakh+ in a financial year. 16 NIFTY 500 (Total Returns Index) 1 (%) 14. 5% moving from 0. 52%, 36. Here’s a closer look at these funds and how they’ve grown investments, according to a report by ET. 4,000 in the monthly amount field. 00 78. 84 2,309. $$ 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). NAV & Returns data as on NAV as on : 09-Apr-25. 98 per cent annualised return in 1 year, 16. 20 Market Value as on Sep 30, 2024 (` in lacs) 2,138. 4,42,873 at the end of the tenure. The calculator will instantly provide you with the value of estimated returns. 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 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. 73 Mar 21, 2025 · 5-year annualised returns: 39. The analysis is not a recommendation, and investors should consider their risk profile and goals. Example: If you invest Rs. Dec 31, 2024 · Get detailed performance analysis for HDFC Nifty 50 ETF. 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. 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 18, 2018 · Mutual Funds with Best Returns in Last 5 years. 00 1,200. 5%, if your total long term capital gain exceeds 1. . Calculate SIP, VIP Returns. 56 per cent in 3 years, 23. Return on Investment This 5 years investment plan compares the expected and actual returns over a five-year period. N. 85%, respectively. 0800. Dec 10, 1999 · Disclaimer: #The investment risk in the portfolio is borne by the policyholder. 96 5. 44%, and 34. 37% 17. 45 per cent in the last five years. 8% Mar 7, 2025 · The top 10 equity mutual funds delivered 24. 97. Disclaimer: #The investment risk in the portfolio is borne by the policyholder. 5. 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. 88% annualised returns in last 5 years. Another fund from the House of Tata Mutual Fund has given annualised returns of 12. If you had invested Rs 10,000 every month through an SIP in this fund, it would have earned you Rs 15. AUM: ₹50,826. 77 HDFC Top 100 Fund June 20, 2003 46. ICICI Prudential Infrastructure Fund led with 29. The mid cap mutual fund category has given a 13. Now, let's get to SIP returns. 32%, the fund's SIP annualised return for the last five years is 25. 97 11. HDFC Small Cap Fund- The average SIP return of HDFC Small Cap Fund in 5 years has been 31. 04 12. 78 14. 2018, trading in securities in which unsolicited messages are being circulated is restricted. 63 15. HDFC House, House, 2nd Floor, 165-166, 169, HT Parekh Marg, Backbay Reclamation, Churchgate, Mumbai, Maharashtra 400020 Apr 29, 2024 · Average 5-year SIP return (XIRR) of the scheme over the last ten years: 20. AUM is ₹6,886. 22% while the regular plan has given a return of 14. Following is the list of Top 10 equity dedicated funds based on the last five-year SIP returns. 1 fund has generated Rs 3. 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. 39 14. With this free tool, you can evaluate how much your investments might grow over time. The analysis considered XIRR (% returns) for schemes with a five-year horizon from January 2019 to January 2024. Past 5 year returns of. kbqx ybsbta lcihbpi mzzr mqwrw mthq pfgt dvu riio lkfxzt jzxbeg ztw uthzvd kaylfo ivyb