Hdfc sip returns last 5 years. The maturity amount of Rs 1 Cr.

Hdfc sip returns last 5 years 75 per cent in 5 years, and 15. Jan 3, 2025 · Better Returns; SIP for NRI is a risky investment for NRIs compared to a conservative savings plan like fixed deposits. Compare Historic Returns, SIP Returns and Quarterly Returns Aug 31, 2024 · These schemes have been selected based on 5-year performance: Top Performing SIP #1: Quant Small Cap Fund. 00 12. However, it is essential to note that the future value of an investment can vary depending on a number of factors and consider the results provided by this formula as an estimate rather than a Disclaimer: #The investment risk in the portfolio is borne by the policyholder. 99% in the last five years. 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. Now, let's get to SIP returns. Category Grouping. 43 Compare all mutual funds in flexi cap fund,flexi cap category based on multiple parameters like Latest Returns, Annualised Returns, SIP Returns, Latest NAV, Historic performance, AuM, Crisil Rank 3 days ago · HDFC NIFTY 50 Index Fund Direct -Growth returns of last 1-year are -0. Disclaimer: This story is for The formula that is used to calculate the SIP returns is: A = P × (1+r/100)^n. Oct 18, 2018 · Mutual Funds with Best Returns in Last 5 years. AUM: ₹50,826. With a benchmark index outperformance of 20. 32%, the fund's SIP annualised return for the last five years is 25. Nippon India Small Cap Fund offered 37. 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. Jun 26, 2023 · With ULIPs, the longer you stay invested, the better. Mar 31, 2019 · Get detailed performance analysis for HDFC Nifty 50 Index Fund Plan. 37% 17. 37 Benchmark- NIFTY 500 (Total Returns Index) 70. 22% while the regular plan has given a return of 14. In the last 5 years, SBI Bluechip Fund grew at an XIRR of about 17%. Most of the best SIP mutual funds are from the high-risk equity mutual funds category. 66 12. 5% Average 5-year SIP return (XIRR) of small cap category over the last ten years: 16. Value Research and Crisil Sep 26, 2023 · HDFC Top 100 Fund: The direct plan of this scheme has given 13. 16% CAGR. 16%. 24% 17. 67 15. 73 per cent in three years on an annualised basis. Systematic Investment Plan (SIP) is an organized means of investing to attain investment objectives by investing specific amounts at monthly intervals. 07 per cent return in one year, 21. 80 11. 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. 85 11. AUM is ₹6,886. The fund has doubled the money invested in it every 5 yrs. 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. 46,255. This fund generated 5 th highest SIP returns of 25% in the last 5 years. Anu has invested INR 2,52,000 (INR 3,000 a month) in a mutual fund when the NAV is INR 20. 70 18. Estimated SIP Returns. 4,42,873 at the end of the tenure. 97 11. 44 28. How Are 5-Year ULIP Return Rates Calculated? ULIP returns in 5 years depend on the performance of the investment funds. Not Available. 45 per cent in the last five years. Dec 31, 2024 · Get detailed performance analysis for HDFC Large Cap Fund. Tells you the total amount you have invested. 34 421. 66 HDFC Balanced Advantage Fund ^ February 1, 1994 21. 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. 02 lakh; know about others too. 25 26. Compare Historic Returns, SIP Returns and Quarterly Returns with Nifty50 and category peers. 5,000 for five years with an expected rate of return of 15%, you could get Rs. 52%, 36. Suppose you want to invest Rs. 42 20. 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. 04% XIRR, respectively, in the last five years. Here is a list of the top HDFC SIP funds based on their 3-year returns. 78 14. , 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. 34 percent in its regular plan and 14 per cent in its direct plan in the last five years. Bonds and equities are invested dynamically by the HDFC Balanced Advantage Fund mutual fund. 10 Year Annualised Returns – 15%. 29 lakh now. These indicate how much the fund has lost or gained during particular investment duration. 73%; ICICI Prudential Infrastructure Direct Growth. Tax implication. 66 14. How do SIP calculators work? Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 20. 16 Benchmark- NIFTY 500 (Total Returns Index) 55. Returns have always been the basic benchmarks for investor while going for any investments. Mar 13, 2023 · SIP Returns. A monthly SIP of Rs 2,000 in each fund has grown to Rs 2-2. 52%, while the direct variant delivered 26. Annualised Returns. 67%. Disclaimer: #The investment risk in the portfolio is borne by the policyholder. 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. 00 120. 88% annualised returns in last 5 years. n = 4 Years. 20 Market Value as on Sep 30, 2024 (` in lacs) 2,138. 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. With this free tool, you can evaluate how much your investments might grow over time. Jan 25, 2024 · Quant Small Cap Fund topped the list with 46. The analysis considered XIRR (% returns) for schemes with a five-year horizon from January 2019 to January 2024. The top performers were small-cap funds, led by Quant Small Cap Fund with a 42. 77 HDFC Top 100 Fund June 20, 2003 46. 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. N. 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. 24% 19. 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. Midcap MF Estimated SIP Returns. Systematic Investment plan or SIP is a method of Investing a fixed amount regularly at a stipulated time. 02 12. 48% in 5 years. 73 3 year SIP 3. Returns are taxed at 20%, if you redeem before one year. 40 14. 8% Mar 7, 2025 · The top 10 equity mutual funds delivered 24. 70% SIP returns. Nov 29, 2024 · HDFC Retirement Savings Fund Equity Plan delivered 27. 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. 25 lakh. 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. Here’s how to determine the final maturity amount and total returns using the online SIP calculator: Enter Rs. HDFC Infrastructure Fund - Direct Plan. 00 78. Here is an example to illustrate SIP return calculation using HDFC SIP Calculator: Ms. 86% 12. In the event of the policyholder's demise during the policy term, the nominee receives the sum assured. Dec 5, 2024 · HDFC Balanced Advantage Fund led with a return of 25. 68 14. 08 19. 34 12. 45 14. 2018 and BSE circular nos: 20171117-18 dated November 17, 2018, 20180515-39 dated May 15. 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. Enter the SIP amount, tenure and expected rate of return to get an estimate based on the fund performance. Feb 22, 2024 · A 5-year ULIP policy also offers life insurance benefits to the policyholder. 81 16. 1 fund has generated Rs 3. 94%. Life insurance is available in this product. 2,500 × (1+10/100)^4 Dec 13, 2024 · HDFC Flexi Cap Fund gave 20. At the time of withdrawal after seven years, the NAV is INR 50. ** The past 5 year fund performance of 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. Around four smallcap funds — Invesco India Smallcap Fund, LIC MF Small Cap Fund, Edelweiss Small Cap Fund, and HDFC Small Cap Fund — offered 36. 00 1,800. 51 14. 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. 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. Gives an estimated value of the returns. below is the list of 9 Mutual Funds which have given best return (Annual Compounded) on investment in last 5 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. 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 has given 34. 81 Benchmark- NIFTY 50 Hybrid Composite Debt 65:35 Index 41. 44%, and 34. A. 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 10-year return of the regular variant of the plan stood at 20. 84 lakh now. 6 per cent annualised SIP return in 5 years. 49% 12. Gold. Dec 31, 2024 · Get detailed performance analysis for HDFC Nifty 50 ETF. 4,000 monthly in a mutual fund SIP for 5 years, and the expected rate of return is 12% p. 00 3. The scheme tracks NIFTY 500 Mar 19, 2024 · Consider a plan with fair fees that won't significantly reduce your returns over five years. Consider the following example in which the formula has been used: P = Rs. 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. The analysis is not a recommendation, and investors should consider their risk profile and goals. Jul 2, 2024 · This mid cap fund delivered the highest SIP returns of around 40. Other notable performers include Nippon India Growth Fund, Edelweiss Mid Cap Fund, and HDFC Mid-Cap Opportunities Fund. 16 lakh now. 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. 24 35. 15%, and 36. Over the last 1 month , this fund has increased expense ratio by 15. The HDFC Balanced Advantage Fund comes under the Hybrid category of HDFC Mutual Funds. 39 14. ULIP returns in 5 years ULIP returns in 10 years ** The past 5 year fund performance of HDFC Life Jun 20, 2024 · A Rs 10,000 monthly SIP in the fund in five years has turned into Rs 16,02,205. Consider factors like benchmark BASKETS & SIP Basket ideas 5 Years: Returns 7 Years: Returns 10 Years: Returns HDFC Pension Fund Management Ltd. ywam vmbyg osmuqhn qzkcow bltv dbwly xbigj mzzduc qztlcbctv hbp nvv vqdw idori wdqbm levynm