Top 100 Funds

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Top 100 Funds
Data as on 06-01-2026
Scheme Name Inception Date Net Assets (Crores) Expense Ratio (%) 3 Months Return (%) 6 Months Return (%) 1 Year Return (%) 3 Years Return (%) 5 Years Return (%) Action
Equity: Large Cap
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 50,276.35 1.48 2.58 3.40 9.95 19.98 19.79

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,02,623.24 ₹1,00,000.00 ₹1,03,446.68 ₹1,00,000.00 ₹1,09,472.21 ₹1,00,000.00 ₹1,70,729.46 ₹1,00,000.00 ₹2,45,613.16
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,282.50 ₹30,000.00 ₹30,910.40 ₹60,000.00 ₹64,538.60 ₹1,80,000.00 ₹2,26,614.52 ₹3,00,000.00 ₹4,64,482.67
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth 05-05-2008 78,135.04 1.4 4.44 4.17 12.29 18.93 17.70

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,04,267.53 ₹1,00,000.00 ₹1,04,220.80 ₹1,00,000.00 ₹1,11,794.68 ₹1,00,000.00 ₹1,66,285.39 ₹1,00,000.00 ₹2,25,038.70
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,422.18 ₹30,000.00 ₹31,249.11 ₹60,000.00 ₹65,119.38 ₹1,80,000.00 ₹2,28,619.38 ₹3,00,000.00 ₹4,54,506.62
HDFC Large Cap Fund - Growth Option - Regular Plan 01-10-1996 40,621.54 1.58 4.38 3.61 9.15 16.72 17.08

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,04,316.37 ₹1,00,000.00 ₹1,03,594.02 ₹1,00,000.00 ₹1,08,795.80 ₹1,00,000.00 ₹1,57,126.57 ₹1,00,000.00 ₹2,19,441.79
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,501.11 ₹30,000.00 ₹31,250.94 ₹60,000.00 ₹64,414.14 ₹1,80,000.00 ₹2,18,671.32 ₹3,00,000.00 ₹4,35,002.38
Tata Large Cap Fund -Regular Plan - Growth Option 07-05-1998 2,827.3 1.99 4.31 4.53 10.78 15.90 15.74

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,04,375.51 ₹1,00,000.00 ₹1,04,456.81 ₹1,00,000.00 ₹1,10,340.41 ₹1,00,000.00 ₹1,54,035.30 ₹1,00,000.00 ₹2,06,834.78
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,470.56 ₹30,000.00 ₹31,432.92 ₹60,000.00 ₹65,007.49 ₹1,80,000.00 ₹2,20,324.86 ₹3,00,000.00 ₹4,24,249.98
Aditya Birla Sun Life Large Cap Fund-Growth 05-08-2002 31,450.88 1.62 4.34 3.09 10.36 16.55 15.36

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,04,316.86 ₹1,00,000.00 ₹1,03,015.64 ₹1,00,000.00 ₹1,09,999.21 ₹1,00,000.00 ₹1,56,636.65 ₹1,00,000.00 ₹2,03,899.16
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,432.65 ₹30,000.00 ₹31,173.96 ₹60,000.00 ₹64,748.55 ₹1,80,000.00 ₹2,22,491.67 ₹3,00,000.00 ₹4,28,945.04
BANDHAN Large Cap Fund - Regular Plan - Growth 09-06-2006 2,051.6 2.02 4.43 4.64 9.44 18.40 14.87

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,04,182.97 ₹1,00,000.00 ₹1,04,722.11 ₹1,00,000.00 ₹1,09,280.16 ₹1,00,000.00 ₹1,64,160.70 ₹1,00,000.00 ₹2,00,311.80
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,419.87 ₹30,000.00 ₹31,263.02 ₹60,000.00 ₹65,182.06 ₹1,80,000.00 ₹2,26,320.68 ₹3,00,000.00 ₹4,34,224.76
Kotak Large Cap Fund - Growth 29-12-1998 11,081 1.73 3.67 3.12 9.75 16.26 14.81

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,03,585.54 ₹1,00,000.00 ₹1,03,111.34 ₹1,00,000.00 ₹1,09,453.02 ₹1,00,000.00 ₹1,55,365.13 ₹1,00,000.00 ₹1,99,850.23
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,364.77 ₹30,000.00 ₹31,102.66 ₹60,000.00 ₹64,639.22 ₹1,80,000.00 ₹2,21,603.77 ₹3,00,000.00 ₹4,24,898.64
DSP Large Cap Fund - Regular Plan - Growth 05-03-2003 7,163.95 1.81 3.02 2.09 8.53 18.64 14.55

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,03,045.16 ₹1,00,000.00 ₹1,02,163.58 ₹1,00,000.00 ₹1,08,179.57 ₹1,00,000.00 ₹1,65,193.72 ₹1,00,000.00 ₹1,98,168.16
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,288.71 ₹30,000.00 ₹30,896.11 ₹60,000.00 ₹63,576.84 ₹1,80,000.00 ₹2,25,658.45 ₹3,00,000.00 ₹4,37,337.20
SBI Large Cap FUND-REGULAR PLAN GROWTH 01-02-2006 55,650.84 1.47 5.19 3.69 10.93 15.47 14.55

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,05,032.20 ₹1,00,000.00 ₹1,03,577.77 ₹1,00,000.00 ₹1,10,661.78 ₹1,00,000.00 ₹1,52,538.14 ₹1,00,000.00 ₹1,97,228.75
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,540.75 ₹30,000.00 ₹31,338.97 ₹60,000.00 ₹65,077.41 ₹1,80,000.00 ₹2,20,058.64 ₹3,00,000.00 ₹4,21,686.86
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option 23-09-2004 2,780.73 1.97 4.27 1.89 5.62 16.76 14.50

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,04,202.15 ₹1,00,000.00 ₹1,01,963.77 ₹1,00,000.00 ₹1,05,524.43 ₹1,00,000.00 ₹1,57,349.80 ₹1,00,000.00 ₹1,97,344.66
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,442.99 ₹30,000.00 ₹31,071.91 ₹60,000.00 ₹63,913.36 ₹1,80,000.00 ₹2,18,706.99 ₹3,00,000.00 ₹4,24,868.03
Equity: Mid Cap
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 37,984.35 1.54 -3.49 -4.44 -10.35 25.69 26.96

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹95,717.02 ₹1,00,000.00 ₹95,668.43 ₹1,00,000.00 ₹89,402.45 ₹1,00,000.00 ₹1,95,905.62 ₹1,00,000.00 ₹3,28,137.78
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,547.16 ₹30,000.00 ₹28,943.83 ₹60,000.00 ₹59,799.23 ₹1,80,000.00 ₹2,31,183.13 ₹3,00,000.00 ₹5,21,519.36
HDFC Mid Cap Fund - Growth Plan 25-06-2007 92,136.82 1.36 5.05 3.84 9.22 26.01 24.89

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,04,767.15 ₹1,00,000.00 ₹1,03,900.78 ₹1,00,000.00 ₹1,08,740.53 ₹1,00,000.00 ₹1,98,360.34 ₹1,00,000.00 ₹3,03,035.14
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,460.77 ₹30,000.00 ₹31,366.30 ₹60,000.00 ₹66,026.97 ₹1,80,000.00 ₹2,43,562.85 ₹3,00,000.00 ₹5,27,844.81
NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option 05-10-1995 42,009.29 1.53 2.66 2.17 6.15 25.77 24.13

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,02,493.92 ₹1,00,000.00 ₹1,02,536.79 ₹1,00,000.00 ₹1,05,538.97 ₹1,00,000.00 ₹1,97,552.47 ₹1,00,000.00 ₹2,91,503.69
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,345.73 ₹30,000.00 ₹30,926.39 ₹60,000.00 ₹64,812.51 ₹1,80,000.00 ₹2,40,357.26 ₹3,00,000.00 ₹5,11,661.49
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 13,196.59 1.67 3.97 1.83 5.57 26.50 24.06

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,03,599.17 ₹1,00,000.00 ₹1,02,179.28 ₹1,00,000.00 ₹1,04,676.17 ₹1,00,000.00 ₹2,01,044.24 ₹1,00,000.00 ₹2,89,371.54
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,424.06 ₹30,000.00 ₹31,062.74 ₹60,000.00 ₹65,202.81 ₹1,80,000.00 ₹2,47,261.07 ₹3,00,000.00 ₹5,16,803.25
Invesco India Midcap Fund - Growth Option 19-04-2007 9,978.12 1.72 1.88 2.72 7.92 27.37 23.33

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,01,709.49 ₹1,00,000.00 ₹1,02,757.81 ₹1,00,000.00 ₹1,07,101.80 ₹1,00,000.00 ₹2,05,389.75 ₹1,00,000.00 ₹2,83,274.46
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,148.04 ₹30,000.00 ₹30,559.83 ₹60,000.00 ₹65,582.38 ₹1,80,000.00 ₹2,54,761.38 ₹3,00,000.00 ₹5,29,126.93
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 4,259.12 1.84 4.67 1.91 4.51 25.17 23.22

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,04,041.05 ₹1,00,000.00 ₹1,02,256.10 ₹1,00,000.00 ₹1,03,787.34 ₹1,00,000.00 ₹1,94,535.59 ₹1,00,000.00 ₹2,81,191.97
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,585.29 ₹30,000.00 ₹31,327.59 ₹60,000.00 ₹64,725.84 ₹1,80,000.00 ₹2,35,502.23 ₹3,00,000.00 ₹4,93,112.05
ICICI Prudential MidCap Fund - Growth 10-10-2004 7,056.08 1.85 6.75 4.78 14.02 23.84 22.15

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,06,595.87 ₹1,00,000.00 ₹1,05,232.27 ₹1,00,000.00 ₹1,13,417.68 ₹1,00,000.00 ₹1,89,323.21 ₹1,00,000.00 ₹2,69,486.67
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,768.03 ₹30,000.00 ₹31,836.23 ₹60,000.00 ₹67,822.33 ₹1,80,000.00 ₹2,47,266.26 ₹3,00,000.00 ₹5,01,944.77
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 13,346.65 1.72 3.00 3.77 5.76 25.05 22.13

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,02,897.92 ₹1,00,000.00 ₹1,03,846.02 ₹1,00,000.00 ₹1,05,406.90 ₹1,00,000.00 ₹1,93,904.56 ₹1,00,000.00 ₹2,68,973.89
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,297.26 ₹30,000.00 ₹30,983.54 ₹60,000.00 ₹65,109.34 ₹1,80,000.00 ₹2,41,675.36 ₹3,00,000.00 ₹5,02,626.03
Kotak Midcap Fund - Regular Plan - Growth 30-03-2007 60,466.61 1.38 -0.87 1.00 3.75 21.83 21.92

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹98,879.81 ₹1,00,000.00 ₹1,01,177.81 ₹1,00,000.00 ₹1,02,828.36 ₹1,00,000.00 ₹1,79,964.74 ₹1,00,000.00 ₹2,66,786.71
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,113.11 ₹30,000.00 ₹30,361.97 ₹60,000.00 ₹64,278.10 ₹1,80,000.00 ₹2,33,806.18 ₹3,00,000.00 ₹4,79,116.53
Tata Mid Cap Fund Regular Plan- Growth Option 01-07-1994 5,420.43 1.83 5.67 4.04 7.76 22.82 20.15

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,05,315.66 ₹1,00,000.00 ₹1,04,500.04 ₹1,00,000.00 ₹1,07,287.36 ₹1,00,000.00 ₹1,83,793.49 ₹1,00,000.00 ₹2,49,358.88
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,607.63 ₹30,000.00 ₹31,555.84 ₹60,000.00 ₹65,921.17 ₹1,80,000.00 ₹2,32,740.82 ₹3,00,000.00 ₹4,74,510.93
Equity: Multi Cap
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 50,012.07 1.49 -0.10 0.18 5.17 22.33 24.59

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹99,945.51 ₹1,00,000.00 ₹1,00,411.47 ₹1,00,000.00 ₹1,04,622.56 ₹1,00,000.00 ₹1,81,386.20 ₹1,00,000.00 ₹2,96,984.91
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,058.66 ₹30,000.00 ₹30,179.21 ₹60,000.00 ₹63,164.49 ₹1,80,000.00 ₹2,27,033.87 ₹3,00,000.00 ₹4,90,484.16
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 6,123.68 1.77 3.73 1.21 6.60 20.81 21.06

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,03,406.55 ₹1,00,000.00 ₹1,01,458.58 ₹1,00,000.00 ₹1,05,571.47 ₹1,00,000.00 ₹1,74,681.62 ₹1,00,000.00 ₹2,58,708.50
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,447.96 ₹30,000.00 ₹31,012.75 ₹60,000.00 ₹64,722.05 ₹1,80,000.00 ₹2,28,266.16 ₹3,00,000.00 ₹4,61,510.93
ICICI Prudential Multicap Fund - Growth 01-10-1994 16,147.5 1.73 2.83 1.09 7.26 20.62 19.46

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,02,646.79 ₹1,00,000.00 ₹1,01,171.33 ₹1,00,000.00 ₹1,06,452.83 ₹1,00,000.00 ₹1,74,365.17 ₹1,00,000.00 ₹2,42,147.56
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,419.94 ₹30,000.00 ₹30,863.81 ₹60,000.00 ₹63,661.63 ₹1,80,000.00 ₹2,26,185.17 ₹3,00,000.00 ₹4,59,720.59
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 3,147.19 1.96 1.83 0.98 -1.03 19.02 18.67

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,01,400.81 ₹1,00,000.00 ₹1,00,963.15 ₹1,00,000.00 ₹98,342.67 ₹1,00,000.00 ₹1,67,287.41 ₹1,00,000.00 ₹2,34,343.77
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,152.54 ₹30,000.00 ₹30,447.92 ₹60,000.00 ₹62,586.92 ₹1,80,000.00 ₹2,21,202.27 ₹3,00,000.00 ₹4,43,565.30
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 01-01-2013 2,915.11 1.98 1.68 1.89 5.58 18.42 17.59

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,01,564.17 ₹1,00,000.00 ₹1,01,878.54 ₹1,00,000.00 ₹1,05,191.59 ₹1,00,000.00 ₹1,64,599.64 ₹1,00,000.00 ₹2,23,916.33
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,202.81 ₹30,000.00 ₹30,647.11 ₹60,000.00 ₹63,996.98 ₹1,80,000.00 ₹2,23,442.61 ₹3,00,000.00 ₹4,38,043.50
quant Multi Cap Fund-GROWTH OPTION - Regular Plan 21-03-2001 8,815.78 1.76 -1.76 -4.30 -3.18 10.25 17.41

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹98,489.46 ₹1,00,000.00 ₹95,640.26 ₹1,00,000.00 ₹95,012.48 ₹1,00,000.00 ₹1,32,662.87 ₹1,00,000.00 ₹2,22,347.57
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,915.44 ₹30,000.00 ₹29,803.54 ₹60,000.00 ₹60,474.76 ₹1,80,000.00 ₹1,94,402.29 ₹3,00,000.00 ₹3,87,145.31
Invesco India Multicap Fund - Growth Option 17-03-2008 4,258.67 1.88 -1.37 -4.22 -5.13 17.33 16.64

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹98,298.95 ₹1,00,000.00 ₹95,835.21 ₹1,00,000.00 ₹94,188.36 ₹1,00,000.00 ₹1,60,439.70 ₹1,00,000.00 ₹2,15,471.57
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,916.23 ₹30,000.00 ₹29,605.77 ₹60,000.00 ₹60,549.35 ₹1,80,000.00 ₹2,13,847.39 ₹3,00,000.00 ₹4,23,776.68
Equity: Thematic-Others
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 33,906.59 1.56 5.70 5.58 14.07 23.65 26.50

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,05,936.20 ₹1,00,000.00 ₹1,05,760.18 ₹1,00,000.00 ₹1,13,357.08 ₹1,00,000.00 ₹1,87,481.59 ₹1,00,000.00 ₹3,19,581.59
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,593.75 ₹30,000.00 ₹31,766.87 ₹60,000.00 ₹66,086.49 ₹1,80,000.00 ₹2,41,714.31 ₹3,00,000.00 ₹5,21,285.67
ICICI Prudential Commodities Fund - Growth Option 05-10-2019 3,162.05 1.98 4.83 7.78 18.51 17.85 24.76

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,05,970.49 ₹1,00,000.00 ₹1,08,445.39 ₹1,00,000.00 ₹1,19,682.38 ₹1,00,000.00 ₹1,64,002.85 ₹1,00,000.00 ₹2,94,868.51
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,953.57 ₹30,000.00 ₹32,210.77 ₹60,000.00 ₹68,275.47 ₹1,80,000.00 ₹2,32,999.64 ₹3,00,000.00 ₹4,77,002.92
Franklin India Opportunities Fund - Growth 05-02-2000 8,303.72 1.74 2.69 3.70 3.36 30.47 22.14

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,01,811.96 ₹1,00,000.00 ₹1,03,440.95 ₹1,00,000.00 ₹1,04,754.46 ₹1,00,000.00 ₹2,21,073.72 ₹1,00,000.00 ₹2,71,002.71
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,297.02 ₹30,000.00 ₹30,848.63 ₹60,000.00 ₹64,416.96 ₹1,80,000.00 ₹2,49,543.81 ₹3,00,000.00 ₹5,32,474.47
Sundaram Services Fund Regular Plan - Growth 21-09-2018 4,765.94 1.86 4.80 2.10 10.19 19.37 19.95

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,03,107.54 ₹1,00,000.00 ₹1,01,898.30 ₹1,00,000.00 ₹1,11,115.27 ₹1,00,000.00 ₹1,69,382.59 ₹1,00,000.00 ₹2,46,626.23
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,374.47 ₹30,000.00 ₹31,026.54 ₹60,000.00 ₹65,065.08 ₹1,80,000.00 ₹2,32,069.70 ₹3,00,000.00 ₹4,61,902.02
Tata Ethical Fund-Regular Plan - Growth Option 24-05-1996 3,772.09 1.9 3.36 1.25 0.14 12.85 13.49

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,03,287.84 ₹1,00,000.00 ₹1,01,223.75 ₹1,00,000.00 ₹99,739.99 ₹1,00,000.00 ₹1,42,012.10 ₹1,00,000.00 ₹1,88,646.12
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,453.77 ₹30,000.00 ₹30,930.61 ₹60,000.00 ₹62,882.97 ₹1,80,000.00 ₹2,02,841.69 ₹3,00,000.00 ₹3,84,867.11
Equity: ELSS
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 12,525.47 1.66 2.62 2.51 8.89 15.61 21.77

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,02,883.50 ₹1,00,000.00 ₹1,02,209.23 ₹1,00,000.00 ₹1,07,977.83 ₹1,00,000.00 ₹1,52,979.27 ₹1,00,000.00 ₹2,67,346.68
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,324.44 ₹30,000.00 ₹31,112.26 ₹60,000.00 ₹64,934.44 ₹1,80,000.00 ₹2,15,524.15 ₹3,00,000.00 ₹4,39,136.77
HDFC ELSS Tax saver - Growth Plan 05-03-1996 17,244.35 1.7 2.74 3.41 11.56 21.84 21.46

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,02,586.59 ₹1,00,000.00 ₹1,03,462.95 ₹1,00,000.00 ₹1,11,107.62 ₹1,00,000.00 ₹1,78,603.64 ₹1,00,000.00 ₹2,64,606.87
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,300.98 ₹30,000.00 ₹30,958.24 ₹60,000.00 ₹64,603.38 ₹1,80,000.00 ₹2,34,858.02 ₹3,00,000.00 ₹4,88,926.85
SBI ELSS Tax Saver FUND - REGULAR PLAN- GROWTH 31-03-1993 32,328.14 1.57 4.16 2.18 7.36 24.07 21.13

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,04,055.73 ₹1,00,000.00 ₹1,02,144.81 ₹1,00,000.00 ₹1,06,872.16 ₹1,00,000.00 ₹1,89,055.35 ₹1,00,000.00 ₹2,59,369.49
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,437.40 ₹30,000.00 ₹31,065.85 ₹60,000.00 ₹64,115.14 ₹1,80,000.00 ₹2,34,832.42 ₹3,00,000.00 ₹4,93,713.01
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 4,444.23 1.82 -3.06 -4.01 -7.05 23.22 19.37

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹96,961.67 ₹1,00,000.00 ₹96,403.55 ₹1,00,000.00 ₹91,994.67 ₹1,00,000.00 ₹1,86,001.30 ₹1,00,000.00 ₹2,41,883.95
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,869.88 ₹30,000.00 ₹29,632.03 ₹60,000.00 ₹61,805.89 ₹1,80,000.00 ₹2,29,491.61 ₹3,00,000.00 ₹4,73,682.21
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 17,573.49 1.61 5.03 3.41 9.39 20.66 19.16

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,05,246.05 ₹1,00,000.00 ₹1,03,550.68 ₹1,00,000.00 ₹1,08,919.66 ₹1,00,000.00 ₹1,73,675.18 ₹1,00,000.00 ₹2,39,139.57
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,581.92 ₹30,000.00 ₹31,525.31 ₹60,000.00 ₹65,040.10 ₹1,80,000.00 ₹2,33,396.63 ₹3,00,000.00 ₹4,65,046.40
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option 01-09-2005 15,519.87 1.7 2.82 2.22 8.38 17.91 18.58

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,02,805.88 ₹1,00,000.00 ₹1,02,471.45 ₹1,00,000.00 ₹1,07,866.08 ₹1,00,000.00 ₹1,62,065.38 ₹1,00,000.00 ₹2,33,499.66
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,287.39 ₹30,000.00 ₹30,831.40 ₹60,000.00 ₹64,209.34 ₹1,80,000.00 ₹2,23,005.52 ₹3,00,000.00 ₹4,43,226.58
Franklin India ELSS Tax Saver Fund-Growth 05-04-1999 6,796.33 1.81 2.32 0.09 3.31 18.65 18.22

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,02,209.81 ₹1,00,000.00 ₹1,00,294.61 ₹1,00,000.00 ₹1,03,244.65 ₹1,00,000.00 ₹1,65,498.84 ₹1,00,000.00 ₹2,29,344.88
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,216.28 ₹30,000.00 ₹30,593.20 ₹60,000.00 ₹62,934.35 ₹1,80,000.00 ₹2,21,978.81 ₹3,00,000.00 ₹4,44,926.52
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 27,274.26 1.54 3.80 3.54 10.99 18.04 16.72

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,03,726.64 ₹1,00,000.00 ₹1,03,682.57 ₹1,00,000.00 ₹1,10,549.71 ₹1,00,000.00 ₹1,62,885.03 ₹1,00,000.00 ₹2,16,357.04
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,356.73 ₹30,000.00 ₹31,138.02 ₹60,000.00 ₹65,299.42 ₹1,80,000.00 ₹2,26,414.99 ₹3,00,000.00 ₹4,37,860.62
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 4,185.63 1.9 1.46 1.20 2.86 20.85 16.60

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,00,923.64 ₹1,00,000.00 ₹1,01,283.18 ₹1,00,000.00 ₹1,02,143.59 ₹1,00,000.00 ₹1,74,624.27 ₹1,00,000.00 ₹2,15,184.81
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,267.23 ₹30,000.00 ₹30,700.98 ₹60,000.00 ₹63,777.03 ₹1,80,000.00 ₹2,28,794.06 ₹3,00,000.00 ₹4,50,114.63
Invesco India ELSS Tax Saver Fund - Growth 29-12-2006 2,838.61 1.91 -1.01 -2.18 -2.54 17.44 13.96

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹98,719.57 ₹1,00,000.00 ₹97,784.38 ₹1,00,000.00 ₹96,972.05 ₹1,00,000.00 ₹1,60,416.13 ₹1,00,000.00 ₹1,92,628.01
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,922.76 ₹30,000.00 ₹29,852.67 ₹60,000.00 ₹61,405.02 ₹1,80,000.00 ₹2,14,861.69 ₹3,00,000.00 ₹4,12,039.03
Hybrid: Aggressive
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 49,119.91 1.53 3.09 5.00 13.54 19.85 21.48

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,03,030.31 ₹1,00,000.00 ₹1,05,044.30 ₹1,00,000.00 ₹1,13,221.71 ₹1,00,000.00 ₹1,70,659.09 ₹1,00,000.00 ₹2,62,234.61
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,326.12 ₹30,000.00 ₹31,138.43 ₹60,000.00 ₹64,869.99 ₹1,80,000.00 ₹2,30,583.99 ₹3,00,000.00 ₹4,71,797.38
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 2,111.57 2.04 2.21 2.64 11.25 12.44 17.75

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,02,308.60 ₹1,00,000.00 ₹1,02,275.31 ₹1,00,000.00 ₹1,10,466.38 ₹1,00,000.00 ₹1,40,973.92 ₹1,00,000.00 ₹2,25,475.63
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,299.24 ₹30,000.00 ₹30,967.72 ₹60,000.00 ₹64,625.03 ₹1,80,000.00 ₹2,12,841.07 ₹3,00,000.00 ₹4,15,930.53
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 6,716.73 1.86 4.12 2.14 7.05 17.06 16.64

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,03,980.30 ₹1,00,000.00 ₹1,02,350.85 ₹1,00,000.00 ₹1,06,493.64 ₹1,00,000.00 ₹1,59,126.40 ₹1,00,000.00 ₹2,14,383.54
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,380.27 ₹30,000.00 ₹31,022.04 ₹60,000.00 ₹63,680.37 ₹1,80,000.00 ₹2,20,949.51 ₹3,00,000.00 ₹4,33,552.09
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 2,044.88 2 2.67 1.95 8.99 17.34 16.46

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,02,589.43 ₹1,00,000.00 ₹1,01,963.85 ₹1,00,000.00 ₹1,08,421.28 ₹1,00,000.00 ₹1,60,146.35 ₹1,00,000.00 ₹2,14,077.09
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,280.86 ₹30,000.00 ₹30,747.08 ₹60,000.00 ₹63,739.77 ₹1,80,000.00 ₹2,23,146.45 ₹3,00,000.00 ₹4,34,854.22
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 3,412.89 1.87 1.99 1.49 6.57 17.21 16.19

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,01,910.03 ₹1,00,000.00 ₹1,01,685.31 ₹1,00,000.00 ₹1,06,096.96 ₹1,00,000.00 ₹1,59,683.40 ₹1,00,000.00 ₹2,11,394.89
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,265.71 ₹30,000.00 ₹30,707.91 ₹60,000.00 ₹63,348.67 ₹1,80,000.00 ₹2,21,026.10 ₹3,00,000.00 ₹4,36,040.87
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 3,412.89 1.87 2.00 1.49 6.57 17.16 16.13

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,01,905.36 ₹1,00,000.00 ₹1,01,698.88 ₹1,00,000.00 ₹1,06,097.56 ₹1,00,000.00 ₹1,59,496.45 ₹1,00,000.00 ₹2,10,892.05
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,265.22 ₹30,000.00 ₹30,709.12 ₹60,000.00 ₹63,350.79 ₹1,80,000.00 ₹2,20,973.29 ₹3,00,000.00 ₹4,35,487.26
Nippon India Aggressive Hybrid Fund - Growth Plan 05-06-2005 4,133.11 1.95 2.29 2.84 7.16 15.69 15.66

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,02,209.03 ₹1,00,000.00 ₹1,02,700.24 ₹1,00,000.00 ₹1,06,789.06 ₹1,00,000.00 ₹1,53,400.33 ₹1,00,000.00 ₹2,06,086.94
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,231.03 ₹30,000.00 ₹30,756.70 ₹60,000.00 ₹63,632.66 ₹1,80,000.00 ₹2,17,402.84 ₹3,00,000.00 ₹4,22,440.86
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 8,457.58 1.73 0.27 1.86 5.37 15.43 15.17

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,00,184.82 ₹1,00,000.00 ₹1,02,030.62 ₹1,00,000.00 ₹1,04,800.68 ₹1,00,000.00 ₹1,52,773.00 ₹1,00,000.00 ₹2,01,846.07
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,144.35 ₹30,000.00 ₹30,540.38 ₹60,000.00 ₹63,526.12 ₹1,80,000.00 ₹2,18,609.72 ₹3,00,000.00 ₹4,20,982.94
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 12,102.85 1.71 1.80 0.84 6.76 16.80 13.31

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,01,739.74 ₹1,00,000.00 ₹1,00,893.88 ₹1,00,000.00 ₹1,06,318.19 ₹1,00,000.00 ₹1,58,352.83 ₹1,00,000.00 ₹1,86,750.79
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,169.14 ₹30,000.00 ₹30,514.56 ₹60,000.00 ₹62,585.32 ₹1,80,000.00 ₹2,19,394.31 ₹3,00,000.00 ₹4,16,441.73
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 01-02-1993 11,450.49 1.72 2.56 2.18 7.97 14.46 12.80

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,02,378.12 ₹1,00,000.00 ₹1,02,198.10 ₹1,00,000.00 ₹1,07,615.07 ₹1,00,000.00 ₹1,48,684.86 ₹1,00,000.00 ₹1,82,337.37
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,280.82 ₹30,000.00 ₹30,801.48 ₹60,000.00 ₹63,693.98 ₹1,80,000.00 ₹2,16,166.59 ₹3,00,000.00 ₹4,07,195.83
Hybrid: Conservative
HDFC Hybrid Debt Fund - Growth Plan 01-12-2003 3,372.03 1.75 1.24 1.29 5.71 9.94 9.63

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,01,164.66 ₹1,00,000.00 ₹1,01,271.54 ₹1,00,000.00 ₹1,05,559.66 ₹1,00,000.00 ₹1,32,499.38 ₹1,00,000.00 ₹1,58,177.39
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,102.83 ₹30,000.00 ₹30,385.31 ₹60,000.00 ₹61,714.75 ₹1,80,000.00 ₹2,03,210.98 ₹3,00,000.00 ₹3,75,522.37
SBI Conservative Hybrid Fund - Regular Plan - Growth 25-03-2001 9,976.42 1.54 1.54 2.26 7.26 10.12 9.52

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,01,603.21 ₹1,00,000.00 ₹1,02,185.75 ₹1,00,000.00 ₹1,07,054.19 ₹1,00,000.00 ₹1,33,092.44 ₹1,00,000.00 ₹1,57,130.85
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,151.10 ₹30,000.00 ₹30,513.66 ₹60,000.00 ₹62,442.36 ₹1,80,000.00 ₹2,05,639.39 ₹3,00,000.00 ₹3,78,109.42
Kotak Debt Hybrid - Growth 02-12-2003 3,135.64 1.66 0.98 1.58 5.29 10.09 9.41

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,00,939.87 ₹1,00,000.00 ₹1,01,616.08 ₹1,00,000.00 ₹1,05,101.80 ₹1,00,000.00 ₹1,33,085.36 ₹1,00,000.00 ₹1,56,476.64
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,130.49 ₹30,000.00 ₹30,458.72 ₹60,000.00 ₹61,876.89 ₹1,80,000.00 ₹2,04,492.29 ₹3,00,000.00 ₹3,76,165.45
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 3,374.93 1.72 1.48 3.01 8.14 10.30 9.08

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,01,487.02 ₹1,00,000.00 ₹1,03,013.64 ₹1,00,000.00 ₹1,07,874.51 ₹1,00,000.00 ₹1,33,847.59 ₹1,00,000.00 ₹1,54,391.95
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,151.30 ₹30,000.00 ₹30,560.16 ₹60,000.00 ₹62,664.76 ₹1,80,000.00 ₹2,08,190.49 ₹3,00,000.00 ₹3,80,517.07
Debt: Long Duration
Nippon India Nivesh Lakshya Long Duration Fund- Growth Option 05-07-2018 9,410.36 0.64 -0.33 -0.03 3.97 7.39 5.00

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹99,645.03 ₹1,00,000.00 ₹99,920.65 ₹1,00,000.00 ₹1,03,756.48 ₹1,00,000.00 ₹1,23,373.28 ₹1,00,000.00 ₹1,27,690.14
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,959.49 ₹30,000.00 ₹29,980.43 ₹60,000.00 ₹60,431.12 ₹1,80,000.00 ₹1,97,137.97 ₹3,00,000.00 ₹3,51,811.01
Debt: Credit Risk
ICICI Prudential Credit Risk Fund - Growth 05-12-2010 5,933.33 1.4 1.83 4.08 9.41 8.37 7.25

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,01,756.96 ₹1,00,000.00 ₹1,04,000.49 ₹1,00,000.00 ₹1,09,346.20 ₹1,00,000.00 ₹1,27,237.12 ₹1,00,000.00 ₹1,41,902.27
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,154.85 ₹30,000.00 ₹30,676.69 ₹60,000.00 ₹62,831.37 ₹1,80,000.00 ₹2,05,365.94 ₹3,00,000.00 ₹3,66,989.81
SBI Credit Risk Fund - Regular Plan - Growth 01-07-2004 2,182.53 1.55 1.26 2.88 7.82 8.08 6.64

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,01,214.79 ₹1,00,000.00 ₹1,02,708.95 ₹1,00,000.00 ₹1,07,771.70 ₹1,00,000.00 ₹1,26,118.81 ₹1,00,000.00 ₹1,37,897.67
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,107.72 ₹30,000.00 ₹30,457.78 ₹60,000.00 ₹62,166.86 ₹1,80,000.00 ₹2,02,339.28 ₹3,00,000.00 ₹3,61,312.19
HDFC Credit Risk Debt Fund - Growth Option 05-03-2014 7,011.1 1.61 1.27 2.93 7.81 7.54 6.60

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,01,243.71 ₹1,00,000.00 ₹1,02,882.64 ₹1,00,000.00 ₹1,07,745.66 ₹1,00,000.00 ₹1,24,315.66 ₹1,00,000.00 ₹1,37,629.50
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,105.17 ₹30,000.00 ₹30,476.96 ₹60,000.00 ₹62,200.66 ₹1,80,000.00 ₹2,02,022.08 ₹3,00,000.00 ₹3,58,819.29
Debt: Short Duration
UTI Short Duration Fund - Regular Plan - Growth Option 28-08-2007 3,373.22 0.82 1.02 2.25 7.26 7.35 6.81

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,00,970.48 ₹1,00,000.00 ₹1,02,161.50 ₹1,00,000.00 ₹1,07,200.37 ₹1,00,000.00 ₹1,23,633.07 ₹1,00,000.00 ₹1,39,005.14
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,077.32 ₹30,000.00 ₹30,360.06 ₹60,000.00 ₹61,878.58 ₹1,80,000.00 ₹2,00,800.90 ₹3,00,000.00 ₹3,58,406.66
ICICI Prudential Short Term Fund - Growth Option 01-10-2001 23,653.38 1.06 1.32 2.72 7.84 7.69 6.29

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,01,260.82 ₹1,00,000.00 ₹1,02,645.34 ₹1,00,000.00 ₹1,07,809.26 ₹1,00,000.00 ₹1,24,811.64 ₹1,00,000.00 ₹1,35,705.91
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,107.21 ₹30,000.00 ₹30,450.03 ₹60,000.00 ₹62,139.74 ₹1,80,000.00 ₹2,01,988.12 ₹3,00,000.00 ₹3,59,557.55
HDFC Short Term Debt Fund - Growth Option 05-06-2010 18,398.47 0.73 1.23 2.52 7.69 7.72 6.06

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,01,181.37 ₹1,00,000.00 ₹1,02,440.54 ₹1,00,000.00 ₹1,07,647.14 ₹1,00,000.00 ₹1,24,894.46 ₹1,00,000.00 ₹1,34,195.67
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,090.51 ₹30,000.00 ₹30,411.04 ₹60,000.00 ₹62,044.30 ₹1,80,000.00 ₹2,02,047.45 ₹3,00,000.00 ₹3,58,429.42
Axis Short Duration Fund - Regular Plan - Growth Option 22-01-2010 12,685.59 0.91 1.16 2.53 7.92 7.58 5.94

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,01,087.20 ₹1,00,000.00 ₹1,02,439.25 ₹1,00,000.00 ₹1,07,873.74 ₹1,00,000.00 ₹1,24,401.34 ₹1,00,000.00 ₹1,33,395.93
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,086.54 ₹30,000.00 ₹30,402.22 ₹60,000.00 ₹62,078.07 ₹1,80,000.00 ₹2,01,990.89 ₹3,00,000.00 ₹3,57,618.37
Axis Short Duration Fund - Retail Plan - Growth Option 05-03-2010 12,685.59 0.91 1.16 2.53 7.92 7.56 5.93

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,01,087.42 ₹1,00,000.00 ₹1,02,439.19 ₹1,00,000.00 ₹1,07,873.81 ₹1,00,000.00 ₹1,24,344.61 ₹1,00,000.00 ₹1,33,345.32
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,086.56 ₹30,000.00 ₹30,402.24 ₹60,000.00 ₹62,078.10 ₹1,80,000.00 ₹2,01,959.27 ₹3,00,000.00 ₹3,57,521.37
Debt: Ultra Short Duration
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan 27-11-2001 23,576.67 0.59 1.45 3.06 7.32 7.44 6.19

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,01,437.96 ₹1,00,000.00 ₹1,02,993.83 ₹1,00,000.00 ₹1,07,308.36 ₹1,00,000.00 ₹1,23,978.14 ₹1,00,000.00 ₹1,35,060.42
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,135.27 ₹30,000.00 ₹30,508.01 ₹60,000.00 ₹62,170.50 ₹1,80,000.00 ₹2,01,305.61 ₹3,00,000.00 ₹3,57,530.64
Aditya Birla Sun Life Savings Fund-Retail Growth 27-11-2001 23,576.67 0.59 1.45 3.06 7.32 7.44 6.19

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,01,437.79 ₹1,00,000.00 ₹1,02,993.71 ₹1,00,000.00 ₹1,07,308.37 ₹1,00,000.00 ₹1,23,978.99 ₹1,00,000.00 ₹1,35,063.77
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,135.26 ₹30,000.00 ₹30,508.05 ₹60,000.00 ₹62,170.54 ₹1,80,000.00 ₹2,01,306.07 ₹3,00,000.00 ₹3,57,533.58
Aditya Birla Sun Life Savings Fund - Discipline Advantage Plan 27-11-2001 23,576.67 0.59 1.36 2.84 6.83 7.24 6.01

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,01,348.11 ₹1,00,000.00 ₹1,02,784.96 ₹1,00,000.00 ₹1,06,817.52 ₹1,00,000.00 ₹1,23,288.57 ₹1,00,000.00 ₹1,33,912.32
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,126.94 ₹30,000.00 ₹30,475.29 ₹60,000.00 ₹62,024.25 ₹1,80,000.00 ₹2,00,416.49 ₹3,00,000.00 ₹3,55,429.60
Mirae Asset Ultra Short Duration Fund Regular Growth 05-10-2020 2,329.81 0.42 1.43 3.01 7.12 7.29 6.00

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,01,409.31 ₹1,00,000.00 ₹1,02,946.55 ₹1,00,000.00 ₹1,07,103.92 ₹1,00,000.00 ₹1,23,464.39 ₹1,00,000.00 ₹1,33,823.52
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,136.56 ₹30,000.00 ₹30,505.42 ₹60,000.00 ₹62,114.00 ₹1,80,000.00 ₹2,00,762.90 ₹3,00,000.00 ₹3,56,082.48
ICICI Prudential Ultra Short Term Fund - Growth 01-05-2011 19,416.23 0.79 1.41 2.97 7.04 7.14 5.99

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,01,400.83 ₹1,00,000.00 ₹1,02,919.57 ₹1,00,000.00 ₹1,07,028.26 ₹1,00,000.00 ₹1,22,933.98 ₹1,00,000.00 ₹1,33,752.16
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,133.55 ₹30,000.00 ₹30,498.65 ₹60,000.00 ₹62,096.75 ₹1,80,000.00 ₹2,00,347.92 ₹3,00,000.00 ₹3,55,014.87
Debt: Gilt
ICICI Prudential Gilt Fund - Growth 19-08-1999 9,208.97 1.1 0.43 1.14 6.51 7.63 6.03

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,00,408.79 ₹1,00,000.00 ₹1,01,102.00 ₹1,00,000.00 ₹1,06,446.95 ₹1,00,000.00 ₹1,24,607.14 ₹1,00,000.00 ₹1,34,034.03
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,051.74 ₹30,000.00 ₹30,231.11 ₹60,000.00 ₹61,411.12 ₹1,80,000.00 ₹2,00,050.94 ₹3,00,000.00 ₹3,56,846.80
SBI GILT FUND - GROWTH - PF (Regular) Option 28-11-2003 11,030.27 0.95 -0.19 0.25 4.39 6.92 5.58

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹99,740.63 ₹1,00,000.00 ₹1,00,199.36 ₹1,00,000.00 ₹1,04,180.13 ₹1,00,000.00 ₹1,22,056.85 ₹1,00,000.00 ₹1,31,203.35
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,966.75 ₹30,000.00 ₹30,034.68 ₹60,000.00 ₹60,603.36 ₹1,80,000.00 ₹1,96,657.97 ₹3,00,000.00 ₹3,50,574.26
SBI GILT FUND - REGULAR PLAN - GROWTH 30-12-2000 11,030.27 0.95 -0.19 0.23 4.37 6.91 5.58

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹99,740.18 ₹1,00,000.00 ₹1,00,176.79 ₹1,00,000.00 ₹1,04,156.57 ₹1,00,000.00 ₹1,22,028.88 ₹1,00,000.00 ₹1,31,173.32
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,966.72 ₹30,000.00 ₹30,031.23 ₹60,000.00 ₹60,593.06 ₹1,80,000.00 ₹1,96,617.03 ₹3,00,000.00 ₹3,50,497.82
SBI GILT FUND - GROWTH - PF (Fixed Period - 3 Yrs) Option 28-11-2003 11,030.27 0.95 -0.19 0.23 4.37 6.91 5.58

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹99,740.15 ₹1,00,000.00 ₹1,00,176.59 ₹1,00,000.00 ₹1,04,156.76 ₹1,00,000.00 ₹1,22,029.27 ₹1,00,000.00 ₹1,31,174.03
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,966.72 ₹30,000.00 ₹30,031.23 ₹60,000.00 ₹60,593.05 ₹1,80,000.00 ₹1,96,617.14 ₹3,00,000.00 ₹3,50,498.89
Bandhan Gilt Fund - Regular Plan - Growth 01-12-2008 2,275.08 1.14 0.53 0.55 3.61 6.95 4.76

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,00,452.02 ₹1,00,000.00 ₹1,00,462.86 ₹1,00,000.00 ₹1,03,364.88 ₹1,00,000.00 ₹1,22,098.59 ₹1,00,000.00 ₹1,26,155.96
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,021.45 ₹30,000.00 ₹30,159.23 ₹60,000.00 ₹60,610.81 ₹1,80,000.00 ₹1,96,490.01 ₹3,00,000.00 ₹3,47,060.24
Debt: Liquid
Aditya Birla Sun Life Liquid Fund- Discipline Advantage Plan 22-06-2009 56,947.39 0.35 1.49 3.11 6.89 7.25 5.95

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,01,477.11 ₹1,00,000.00 ₹1,03,085.72 ₹1,00,000.00 ₹1,06,868.34 ₹1,00,000.00 ₹1,23,372.03 ₹1,00,000.00 ₹1,33,530.71
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,145.10 ₹30,000.00 ₹30,526.95 ₹60,000.00 ₹62,099.43 ₹1,80,000.00 ₹2,00,479.94 ₹3,00,000.00 ₹3,55,635.04
Axis Liquid Fund - Regular Plan - Growth Option 05-10-2009 38,936.47 0.24 1.46 2.90 6.52 6.98 5.83

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,01,441.56 ₹1,00,000.00 ₹1,02,879.03 ₹1,00,000.00 ₹1,06,503.71 ₹1,00,000.00 ₹1,22,423.72 ₹1,00,000.00 ₹1,32,749.00
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,144.21 ₹30,000.00 ₹30,505.88 ₹60,000.00 ₹61,985.86 ₹1,80,000.00 ₹1,99,630.17 ₹3,00,000.00 ₹3,53,806.43
Aditya Birla Sun Life Liquid Fund - Growth 05-03-2004 56,947.39 0.35 1.45 2.89 6.49 6.96 5.80

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,01,435.05 ₹1,00,000.00 ₹1,02,869.07 ₹1,00,000.00 ₹1,06,467.82 ₹1,00,000.00 ₹1,22,356.01 ₹1,00,000.00 ₹1,32,560.03
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,143.81 ₹30,000.00 ₹30,504.30 ₹60,000.00 ₹61,977.80 ₹1,80,000.00 ₹1,99,535.14 ₹3,00,000.00 ₹3,53,537.37
Aditya Birla Sun Life Liquid Fund-Retail (Growth) 16-06-1997 56,947.39 0.35 1.45 2.89 6.49 6.96 5.80

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,01,435.08 ₹1,00,000.00 ₹1,02,869.04 ₹1,00,000.00 ₹1,06,467.85 ₹1,00,000.00 ₹1,22,356.32 ₹1,00,000.00 ₹1,32,560.64
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,143.82 ₹30,000.00 ₹30,504.27 ₹60,000.00 ₹61,977.86 ₹1,80,000.00 ₹1,99,535.40 ₹3,00,000.00 ₹3,53,538.13
Canara Robeco Liquid Fund - Regular Plan - Growth Option 05-07-2008 6,248.54 0.21 1.45 2.89 6.50 6.97 5.80

Scheme Performance

3 Months 6 Months 1 Year 3 Years 5 Years
Scheme Name Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value Invested Amount Market Value
Lumpsum ₹1,00,000.00 ₹1,01,432.89 ₹1,00,000.00 ₹1,02,866.51 ₹1,00,000.00 ₹1,06,484.57 ₹1,00,000.00 ₹1,22,366.80 ₹1,00,000.00 ₹1,32,586.72
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,143.72 ₹30,000.00 ₹30,503.72 ₹60,000.00 ₹61,978.40 ₹1,80,000.00 ₹1,99,569.53 ₹3,00,000.00 ₹3,53,628.58