Top 100 Funds

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Top 100 Funds
Data as on 15-12-2025
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 1.76 5.42 4.51 18.54 20.76

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 ₹1,01,028.16 ₹1,00,000.00 ₹1,04,659.33 ₹1,00,000.00 ₹1,04,497.44 ₹1,00,000.00 ₹1,68,154.23 ₹1,00,000.00 ₹2,54,884.12
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,093.50 ₹30,000.00 ₹30,641.73 ₹60,000.00 ₹64,071.85 ₹1,80,000.00 ₹2,27,942.22 ₹3,00,000.00 ₹4,68,379.27
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth 05-05-2008 78,135.04 1.41 3.81 6.34 6.41 17.64 18.55

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 ₹1,03,054.93 ₹1,00,000.00 ₹1,05,418.50 ₹1,00,000.00 ₹1,06,666.05 ₹1,00,000.00 ₹1,64,134.30 ₹1,00,000.00 ₹2,32,788.54
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,260.84 ₹30,000.00 ₹30,941.40 ₹60,000.00 ₹64,476.45 ₹1,80,000.00 ₹2,28,777.21 ₹3,00,000.00 ₹4,55,411.65
HDFC Large Cap Fund - Growth Option - Regular Plan 01-10-1996 40,621.54 1.58 2.94 5.16 3.05 15.25 17.62

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 ₹1,02,178.25 ₹1,00,000.00 ₹1,04,428.54 ₹1,00,000.00 ₹1,03,355.67 ₹1,00,000.00 ₹1,54,498.94 ₹1,00,000.00 ₹2,23,693.63
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,171.54 ₹30,000.00 ₹30,696.87 ₹60,000.00 ₹63,269.21 ₹1,80,000.00 ₹2,17,397.21 ₹3,00,000.00 ₹4,33,328.65
Tata Large Cap Fund -Regular Plan - Growth Option 07-05-1998 2,827.3 1.99 3.67 5.95 4.18 14.37 16.71

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 ₹1,02,793.64 ₹1,00,000.00 ₹1,05,137.22 ₹1,00,000.00 ₹1,04,087.28 ₹1,00,000.00 ₹1,50,996.25 ₹1,00,000.00 ₹2,14,960.45
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,234.74 ₹30,000.00 ₹30,962.90 ₹60,000.00 ₹64,038.78 ₹1,80,000.00 ₹2,19,411.14 ₹3,00,000.00 ₹4,23,492.43
Aditya Birla Sun Life Large Cap Fund-Growth 05-08-2002 31,450.88 1.62 3.35 5.40 4.82 15.01 16.17

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 ₹1,02,559.56 ₹1,00,000.00 ₹1,04,423.70 ₹1,00,000.00 ₹1,04,942.64 ₹1,00,000.00 ₹1,53,462.39 ₹1,00,000.00 ₹2,09,990.01
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,219.43 ₹30,000.00 ₹30,780.31 ₹60,000.00 ₹64,039.73 ₹1,80,000.00 ₹2,22,305.68 ₹3,00,000.00 ₹4,29,096.85
BANDHAN Large Cap Fund - Regular Plan - Growth 09-06-2006 2,051.6 2.02 3.38 6.39 4.26 16.79 15.75

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 ₹1,02,621.84 ₹1,00,000.00 ₹1,05,506.98 ₹1,00,000.00 ₹1,04,417.97 ₹1,00,000.00 ₹1,60,910.17 ₹1,00,000.00 ₹2,06,287.33
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,167.91 ₹30,000.00 ₹30,825.72 ₹60,000.00 ₹64,354.05 ₹1,80,000.00 ₹2,25,894.96 ₹3,00,000.00 ₹4,33,237.10
DSP Large Cap Fund - Regular Plan - Growth 05-03-2003 7,163.95 1.81 2.50 3.20 4.75 17.57 15.62

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 ₹1,01,857.95 ₹1,00,000.00 ₹1,02,517.77 ₹1,00,000.00 ₹1,04,810.43 ₹1,00,000.00 ₹1,63,882.12 ₹1,00,000.00 ₹2,05,790.25
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,142.46 ₹30,000.00 ₹30,524.98 ₹60,000.00 ₹63,109.96 ₹1,80,000.00 ₹2,26,660.71 ₹3,00,000.00 ₹4,39,108.53
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option 23-09-2004 2,780.73 1.97 2.68 3.70 0.35 15.09 15.37

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 ₹1,01,992.13 ₹1,00,000.00 ₹1,02,918.88 ₹1,00,000.00 ₹1,00,188.71 ₹1,00,000.00 ₹1,53,864.72 ₹1,00,000.00 ₹2,03,286.81
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,175.86 ₹30,000.00 ₹30,557.50 ₹60,000.00 ₹62,880.88 ₹1,80,000.00 ₹2,18,065.58 ₹3,00,000.00 ₹4,23,978.14
SBI Large Cap FUND-REGULAR PLAN GROWTH 01-02-2006 55,650.84 1.47 2.99 5.18 4.66 13.93 15.34

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 ₹1,02,246.40 ₹1,00,000.00 ₹1,04,444.76 ₹1,00,000.00 ₹1,04,813.86 ₹1,00,000.00 ₹1,49,359.33 ₹1,00,000.00 ₹2,02,313.88
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,222.71 ₹30,000.00 ₹30,783.02 ₹60,000.00 ₹63,885.11 ₹1,80,000.00 ₹2,18,075.73 ₹3,00,000.00 ₹4,18,485.04
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 41,870.65 1.51 3.12 6.10 4.70 12.88 14.29

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 ₹1,02,525.56 ₹1,00,000.00 ₹1,05,213.08 ₹1,00,000.00 ₹1,04,789.69 ₹1,00,000.00 ₹1,44,954.33 ₹1,00,000.00 ₹1,93,683.62
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,219.95 ₹30,000.00 ₹30,866.66 ₹60,000.00 ₹64,253.40 ₹1,80,000.00 ₹2,18,534.49 ₹3,00,000.00 ₹4,10,667.73
Equity: Mid Cap
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 37,984.35 1.54 -4.02 0.57 -11.62 24.48 28.58

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 ₹95,002.74 ₹1,00,000.00 ₹99,702.08 ₹1,00,000.00 ₹87,740.65 ₹1,00,000.00 ₹1,93,798.83 ₹1,00,000.00 ₹3,50,022.09
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,383.25 ₹30,000.00 ₹29,134.97 ₹60,000.00 ₹60,269.26 ₹1,80,000.00 ₹2,37,883.40 ₹3,00,000.00 ₹5,40,281.63
HDFC Mid Cap Fund - Growth Plan 25-06-2007 92,136.82 1.36 3.62 6.70 4.45 24.47 25.63

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 ₹1,02,944.02 ₹1,00,000.00 ₹1,05,779.31 ₹1,00,000.00 ₹1,03,859.84 ₹1,00,000.00 ₹1,95,646.29 ₹1,00,000.00 ₹3,10,586.32
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,207.71 ₹30,000.00 ₹30,840.31 ₹60,000.00 ₹65,133.84 ₹1,80,000.00 ₹2,43,915.59 ₹3,00,000.00 ₹5,29,389.30
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 13,196.59 1.67 1.96 3.46 0.53 24.18 25.32

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 ₹1,01,359.91 ₹1,00,000.00 ₹1,02,757.32 ₹1,00,000.00 ₹99,708.60 ₹1,00,000.00 ₹1,94,903.56 ₹1,00,000.00 ₹3,06,129.86
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,058.69 ₹30,000.00 ₹30,397.37 ₹60,000.00 ₹64,055.86 ₹1,80,000.00 ₹2,46,809.02 ₹3,00,000.00 ₹5,17,192.04
NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option 05-10-1995 42,009.29 1.53 0.03 2.65 0.06 23.34 24.99

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 ₹99,423.30 ₹1,00,000.00 ₹1,01,867.13 ₹1,00,000.00 ₹99,386.76 ₹1,00,000.00 ₹1,90,443.30 ₹1,00,000.00 ₹3,01,735.11
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,817.15 ₹30,000.00 ₹29,972.38 ₹60,000.00 ₹63,240.74 ₹1,80,000.00 ₹2,38,633.38 ₹3,00,000.00 ₹5,08,977.01
Invesco India Midcap Fund - Growth Option 19-04-2007 9,978.12 1.72 1.59 6.24 5.56 26.26 24.87

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 ₹1,00,878.63 ₹1,00,000.00 ₹1,05,297.64 ₹1,00,000.00 ₹1,04,352.48 ₹1,00,000.00 ₹2,03,713.91 ₹1,00,000.00 ₹3,00,764.72
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,950.69 ₹30,000.00 ₹30,342.06 ₹60,000.00 ₹65,598.14 ₹1,80,000.00 ₹2,58,754.82 ₹3,00,000.00 ₹5,38,115.73
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 4,259.12 1.84 0.93 2.12 -3.52 22.69 24.19

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 ₹1,00,404.72 ₹1,00,000.00 ₹1,01,488.86 ₹1,00,000.00 ₹96,022.37 ₹1,00,000.00 ₹1,87,586.60 ₹1,00,000.00 ₹2,92,223.00
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,953.81 ₹30,000.00 ₹30,101.28 ₹60,000.00 ₹62,484.39 ₹1,80,000.00 ₹2,31,757.82 ₹3,00,000.00 ₹4,86,764.89
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 13,346.65 1.72 1.75 5.19 1.20 23.08 23.19

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 ₹1,01,021.91 ₹1,00,000.00 ₹1,04,474.59 ₹1,00,000.00 ₹1,00,660.16 ₹1,00,000.00 ₹1,88,762.70 ₹1,00,000.00 ₹2,80,229.23
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,022.00 ₹30,000.00 ₹30,505.72 ₹60,000.00 ₹64,301.41 ₹1,80,000.00 ₹2,41,841.00 ₹3,00,000.00 ₹5,03,178.76
Kotak Midcap Fund - Regular Plan - Growth 30-03-2007 60,466.61 1.38 -1.11 2.83 -0.52 20.34 22.89

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 ₹97,893.68 ₹1,00,000.00 ₹1,02,197.42 ₹1,00,000.00 ₹98,722.32 ₹1,00,000.00 ₹1,76,492.19 ₹1,00,000.00 ₹2,78,301.00
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,662.51 ₹30,000.00 ₹29,724.95 ₹60,000.00 ₹63,184.46 ₹1,80,000.00 ₹2,33,050.16 ₹3,00,000.00 ₹4,79,656.05
ICICI Prudential MidCap Fund - Growth 10-10-2004 7,056.08 1.85 3.47 5.15 4.80 21.74 22.72

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 ₹1,02,668.26 ₹1,00,000.00 ₹1,04,360.36 ₹1,00,000.00 ₹1,04,398.91 ₹1,00,000.00 ₹1,82,678.19 ₹1,00,000.00 ₹2,75,449.63
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,152.55 ₹30,000.00 ₹30,726.99 ₹60,000.00 ₹65,814.08 ₹1,80,000.00 ₹2,43,283.76 ₹3,00,000.00 ₹4,95,688.23
Tata Mid Cap Fund Regular Plan- Growth Option 01-07-1994 5,420.43 1.83 2.67 5.52 2.45 20.80 20.99

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 ₹1,02,030.43 ₹1,00,000.00 ₹1,04,535.61 ₹1,00,000.00 ₹1,01,840.78 ₹1,00,000.00 ₹1,79,089.81 ₹1,00,000.00 ₹2,57,353.93
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,181.58 ₹30,000.00 ₹30,707.49 ₹60,000.00 ₹64,430.09 ₹1,80,000.00 ₹2,30,732.37 ₹3,00,000.00 ₹4,70,630.10
Equity: Multi Cap
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 49,313.69 1.49 -1.08 2.21 0.66 20.95 25.53

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 ₹98,399.07 ₹1,00,000.00 ₹1,01,562.79 ₹1,00,000.00 ₹1,00,387.51 ₹1,00,000.00 ₹1,78,635.25 ₹1,00,000.00 ₹3,09,512.62
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,814.72 ₹30,000.00 ₹29,901.82 ₹60,000.00 ₹62,891.60 ₹1,80,000.00 ₹2,29,715.93 ₹3,00,000.00 ₹4,98,903.12
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 6,123.68 1.77 0.93 2.62 -0.02 18.38 21.65

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 ₹1,00,425.29 ₹1,00,000.00 ₹1,01,704.89 ₹1,00,000.00 ₹99,759.03 ₹1,00,000.00 ₹1,68,564.76 ₹1,00,000.00 ₹2,64,911.58
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,905.13 ₹30,000.00 ₹29,985.93 ₹60,000.00 ₹62,822.30 ₹1,80,000.00 ₹2,24,998.99 ₹3,00,000.00 ₹4,56,861.64
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 3,147.19 1.96 -0.20 3.09 -4.99 17.90 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 ₹99,278.59 ₹1,00,000.00 ₹1,02,476.98 ₹1,00,000.00 ₹94,738.18 ₹1,00,000.00 ₹1,65,333.82 ₹1,00,000.00 ₹2,44,264.28
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,873.97 ₹30,000.00 ₹30,087.45 ₹60,000.00 ₹61,942.66 ₹1,80,000.00 ₹2,22,638.04 ₹3,00,000.00 ₹4,47,308.04
ICICI Prudential Multicap Fund - Growth 01-10-1994 16,147.5 1.73 -0.42 0.76 0.09 18.42 19.75

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 ₹98,977.50 ₹1,00,000.00 ₹1,00,093.18 ₹1,00,000.00 ₹99,929.55 ₹1,00,000.00 ₹1,67,640.53 ₹1,00,000.00 ₹2,45,171.86
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,786.74 ₹30,000.00 ₹29,738.39 ₹60,000.00 ₹61,726.49 ₹1,80,000.00 ₹2,23,050.36 ₹3,00,000.00 ₹4,54,272.29
quant Multi Cap Fund-GROWTH OPTION - Regular Plan 21-03-2001 8,815.78 1.76 -1.53 -2.11 -8.06 9.01 19.04

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 ₹97,960.17 ₹1,00,000.00 ₹97,435.16 ₹1,00,000.00 ₹91,948.07 ₹1,00,000.00 ₹1,31,208.72 ₹1,00,000.00 ₹2,37,810.84
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,635.74 ₹30,000.00 ₹29,330.63 ₹60,000.00 ₹59,845.43 ₹1,80,000.00 ₹1,95,490.72 ₹3,00,000.00 ₹3,92,527.76
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 01-01-2013 2,915.11 1.98 0.41 4.05 1.29 16.68 18.61

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 ₹99,598.27 ₹1,00,000.00 ₹1,03,360.86 ₹1,00,000.00 ₹1,01,179.51 ₹1,00,000.00 ₹1,60,580.37 ₹1,00,000.00 ₹2,33,162.25
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,835.59 ₹30,000.00 ₹30,094.27 ₹60,000.00 ₹63,045.87 ₹1,80,000.00 ₹2,22,874.04 ₹3,00,000.00 ₹4,37,542.27
Invesco India Multicap Fund - Growth Option 17-03-2008 4,258.67 1.88 -2.16 -1.73 -8.51 16.23 18.19

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 ₹97,087.16 ₹1,00,000.00 ₹97,493.91 ₹1,00,000.00 ₹91,193.45 ₹1,00,000.00 ₹1,58,796.53 ₹1,00,000.00 ₹2,29,167.41
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,576.42 ₹30,000.00 ₹29,173.45 ₹60,000.00 ₹60,099.93 ₹1,80,000.00 ₹2,16,184.13 ₹3,00,000.00 ₹4,29,424.23
Equity: Thematic-Others
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 33,906.59 1.56 4.68 6.41 8.53 22.14 26.74

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 ₹1,03,960.12 ₹1,00,000.00 ₹1,05,508.71 ₹1,00,000.00 ₹1,08,465.76 ₹1,00,000.00 ₹1,84,290.62 ₹1,00,000.00 ₹3,23,899.91
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,339.30 ₹30,000.00 ₹31,111.61 ₹60,000.00 ₹64,896.75 ₹1,80,000.00 ₹2,40,486.32 ₹3,00,000.00 ₹5,20,831.90
ICICI Prudential Commodities Fund - Growth Option 05-10-2019 3,162.05 1.98 1.66 6.12 5.32 15.26 26.09

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 ₹1,00,322.66 ₹1,00,000.00 ₹1,05,963.97 ₹1,00,000.00 ₹1,06,404.30 ₹1,00,000.00 ₹1,55,297.89 ₹1,00,000.00 ₹3,08,723.41
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,912.76 ₹30,000.00 ₹30,522.47 ₹60,000.00 ₹64,517.96 ₹1,80,000.00 ₹2,22,704.80 ₹3,00,000.00 ₹4,60,674.49
Franklin India Opportunities Fund - Growth 05-02-2000 8,303.72 1.74 -0.50 3.94 0.44 27.63 23.62

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 ₹98,930.82 ₹1,00,000.00 ₹1,03,521.67 ₹1,00,000.00 ₹1,00,126.75 ₹1,00,000.00 ₹2,12,919.23 ₹1,00,000.00 ₹2,86,079.03
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,795.01 ₹30,000.00 ₹30,080.52 ₹60,000.00 ₹62,976.61 ₹1,80,000.00 ₹2,48,483.34 ₹3,00,000.00 ₹5,28,593.86
Sundaram Services Fund Regular Plan - Growth 21-09-2018 4,765.94 1.86 2.61 3.71 6.76 17.56 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 ₹1,01,891.92 ₹1,00,000.00 ₹1,03,346.45 ₹1,00,000.00 ₹1,05,980.18 ₹1,00,000.00 ₹1,64,407.71 ₹1,00,000.00 ₹2,51,687.68
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,099.37 ₹30,000.00 ₹30,512.63 ₹60,000.00 ₹64,379.74 ₹1,80,000.00 ₹2,31,465.74 ₹3,00,000.00 ₹4,62,059.82
Tata Ethical Fund-Regular Plan - Growth Option 24-05-1996 3,772.09 1.9 0.26 2.01 -5.06 11.08 14.61

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 ₹99,646.31 ₹1,00,000.00 ₹1,01,219.76 ₹1,00,000.00 ₹94,983.31 ₹1,00,000.00 ₹1,38,760.29 ₹1,00,000.00 ₹1,96,136.17
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,079.51 ₹30,000.00 ₹30,288.43 ₹60,000.00 ₹61,510.79 ₹1,80,000.00 ₹2,01,165.07 ₹3,00,000.00 ₹3,83,121.07
Equity: ELSS
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 12,525.47 1.66 3.48 5.09 2.85 13.91 23.44

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 ₹1,02,941.06 ₹1,00,000.00 ₹1,04,593.20 ₹1,00,000.00 ₹1,02,869.31 ₹1,00,000.00 ₹1,50,052.99 ₹1,00,000.00 ₹2,84,886.00
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,140.25 ₹30,000.00 ₹30,774.84 ₹60,000.00 ₹64,254.53 ₹1,80,000.00 ₹2,16,282.70 ₹3,00,000.00 ₹4,44,345.35
HDFC ELSS Tax saver - Growth Plan 05-03-1996 17,244.35 1.7 2.13 5.20 6.33 20.35 22.38

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 ₹1,01,197.88 ₹1,00,000.00 ₹1,04,178.74 ₹1,00,000.00 ₹1,06,386.77 ₹1,00,000.00 ₹1,76,319.17 ₹1,00,000.00 ₹2,73,095.46
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,045.36 ₹30,000.00 ₹30,518.45 ₹60,000.00 ₹63,785.60 ₹1,80,000.00 ₹2,34,820.86 ₹3,00,000.00 ₹4,89,923.34
SBI ELSS Tax Saver FUND - REGULAR PLAN- GROWTH 31-03-1993 32,328.14 1.57 2.50 3.54 1.64 22.40 22.09

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 ₹1,01,893.77 ₹1,00,000.00 ₹1,02,927.67 ₹1,00,000.00 ₹1,01,814.94 ₹1,00,000.00 ₹1,85,559.82 ₹1,00,000.00 ₹2,68,911.28
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,152.94 ₹30,000.00 ₹30,527.69 ₹60,000.00 ₹63,083.32 ₹1,80,000.00 ₹2,34,970.60 ₹3,00,000.00 ₹4,93,955.15
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 4,444.23 1.82 -4.55 -2.06 -10.73 21.48 20.59

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 ₹94,842.58 ₹1,00,000.00 ₹97,100.68 ₹1,00,000.00 ₹88,161.39 ₹1,00,000.00 ₹1,81,211.15 ₹1,00,000.00 ₹2,52,692.75
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,139.76 ₹30,000.00 ₹28,677.26 ₹60,000.00 ₹60,195.90 ₹1,80,000.00 ₹2,29,378.09 ₹3,00,000.00 ₹4,74,305.51
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 17,573.49 1.61 3.93 4.40 2.64 18.97 19.93

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 ₹1,03,245.62 ₹1,00,000.00 ₹1,03,671.12 ₹1,00,000.00 ₹1,02,714.39 ₹1,00,000.00 ₹1,70,239.53 ₹1,00,000.00 ₹2,46,388.82
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,289.60 ₹30,000.00 ₹30,801.59 ₹60,000.00 ₹63,672.57 ₹1,80,000.00 ₹2,31,739.63 ₹3,00,000.00 ₹4,62,390.12
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option 01-09-2005 15,519.87 1.69 1.28 3.72 1.38 16.37 19.35

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 ₹1,00,687.81 ₹1,00,000.00 ₹1,02,989.70 ₹1,00,000.00 ₹1,01,331.20 ₹1,00,000.00 ₹1,58,892.97 ₹1,00,000.00 ₹2,40,006.16
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,984.62 ₹30,000.00 ₹30,271.66 ₹60,000.00 ₹63,234.40 ₹1,80,000.00 ₹2,22,852.87 ₹3,00,000.00 ₹4,44,133.75
Franklin India ELSS Tax Saver Fund-Growth 05-04-1999 6,796.33 1.81 1.82 2.16 -1.05 17.06 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 ₹1,00,919.60 ₹1,00,000.00 ₹1,01,267.53 ₹1,00,000.00 ₹98,993.74 ₹1,00,000.00 ₹1,62,128.63 ₹1,00,000.00 ₹2,38,718.88
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,007.33 ₹30,000.00 ₹30,210.90 ₹60,000.00 ₹62,344.51 ₹1,80,000.00 ₹2,23,197.53 ₹3,00,000.00 ₹4,48,247.26
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 5,866.97 1.72 -1.12 0.59 2.66 16.42 18.86

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 ₹98,064.88 ₹1,00,000.00 ₹99,756.56 ₹1,00,000.00 ₹1,02,736.65 ₹1,00,000.00 ₹1,59,211.45 ₹1,00,000.00 ₹2,36,242.60
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,793.84 ₹30,000.00 ₹29,733.24 ₹60,000.00 ₹61,648.09 ₹1,80,000.00 ₹2,20,148.63 ₹3,00,000.00 ₹4,42,677.04
Mirae Asset ELSS Tax Saver Fund - Regular Plan - Growth 01-12-2015 27,274.26 1.54 3.04 5.90 4.25 16.58 17.68

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 ₹1,02,301.90 ₹1,00,000.00 ₹1,05,045.45 ₹1,00,000.00 ₹1,04,139.61 ₹1,00,000.00 ₹1,59,835.26 ₹1,00,000.00 ₹2,24,289.75
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,146.13 ₹30,000.00 ₹30,748.03 ₹60,000.00 ₹64,568.52 ₹1,80,000.00 ₹2,26,654.10 ₹3,00,000.00 ₹4,39,006.13
Invesco India ELSS Tax Saver Fund - Growth 29-12-2006 2,838.61 1.91 -1.48 0.47 -5.23 16.24 15.43

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 ₹97,763.58 ₹1,00,000.00 ₹99,674.27 ₹1,00,000.00 ₹94,387.60 ₹1,00,000.00 ₹1,58,709.67 ₹1,00,000.00 ₹2,03,701.90
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,690.64 ₹30,000.00 ₹29,613.47 ₹60,000.00 ₹61,239.80 ₹1,80,000.00 ₹2,17,737.87 ₹3,00,000.00 ₹4,17,535.33
Hybrid: Aggressive
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 49,119.91 1.53 2.66 6.39 9.84 18.83 21.87

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 ₹1,02,048.47 ₹1,00,000.00 ₹1,05,652.08 ₹1,00,000.00 ₹1,09,950.73 ₹1,00,000.00 ₹1,69,002.43 ₹1,00,000.00 ₹2,67,420.20
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,158.78 ₹30,000.00 ₹30,856.08 ₹60,000.00 ₹64,426.69 ₹1,80,000.00 ₹2,31,119.74 ₹3,00,000.00 ₹4,74,314.96
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 2,111.57 2.04 2.97 4.46 5.99 11.09 19.09

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 ₹1,02,690.39 ₹1,00,000.00 ₹1,03,958.19 ₹1,00,000.00 ₹1,06,352.05 ₹1,00,000.00 ₹1,38,779.05 ₹1,00,000.00 ₹2,38,297.83
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,136.12 ₹30,000.00 ₹30,683.30 ₹60,000.00 ₹64,026.29 ₹1,80,000.00 ₹2,12,899.64 ₹3,00,000.00 ₹4,18,159.89
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 2,044.88 2 1.30 3.86 4.05 16.15 17.42

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 ₹1,00,832.34 ₹1,00,000.00 ₹1,03,133.96 ₹1,00,000.00 ₹1,04,154.68 ₹1,00,000.00 ₹1,57,932.60 ₹1,00,000.00 ₹2,21,516.69
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,059.17 ₹30,000.00 ₹30,413.06 ₹60,000.00 ₹63,091.32 ₹1,80,000.00 ₹2,23,131.72 ₹3,00,000.00 ₹4,35,458.62
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 6,716.73 1.86 3.26 4.04 2.64 16.05 17.31

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 ₹1,02,732.52 ₹1,00,000.00 ₹1,03,345.98 ₹1,00,000.00 ₹1,02,582.79 ₹1,00,000.00 ₹1,57,475.71 ₹1,00,000.00 ₹2,21,315.30
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,254.29 ₹30,000.00 ₹30,701.71 ₹60,000.00 ₹63,074.18 ₹1,80,000.00 ₹2,21,253.78 ₹3,00,000.00 ₹4,34,693.29
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 3,412.89 1.87 1.12 3.23 3.83 16.10 16.87

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 ₹1,00,503.07 ₹1,00,000.00 ₹1,02,517.64 ₹1,00,000.00 ₹1,03,765.62 ₹1,00,000.00 ₹1,57,501.85 ₹1,00,000.00 ₹2,16,858.89
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,961.53 ₹30,000.00 ₹30,235.23 ₹60,000.00 ₹62,633.61 ₹1,80,000.00 ₹2,20,759.28 ₹3,00,000.00 ₹4,36,002.92
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 3,412.89 1.87 1.11 3.23 3.82 16.04 16.82

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 ₹1,00,497.75 ₹1,00,000.00 ₹1,02,523.01 ₹1,00,000.00 ₹1,03,757.83 ₹1,00,000.00 ₹1,57,278.48 ₹1,00,000.00 ₹2,16,303.98
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,961.16 ₹30,000.00 ₹30,235.15 ₹60,000.00 ₹62,633.85 ₹1,80,000.00 ₹2,20,692.16 ₹3,00,000.00 ₹4,35,402.65
Nippon India Aggressive Hybrid Fund - Growth Plan 05-06-2005 4,133.11 1.95 1.63 4.34 2.98 14.67 16.16

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 ₹1,01,066.83 ₹1,00,000.00 ₹1,03,664.09 ₹1,00,000.00 ₹1,03,132.90 ₹1,00,000.00 ₹1,51,739.47 ₹1,00,000.00 ₹2,10,260.37
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,048.27 ₹30,000.00 ₹30,473.65 ₹60,000.00 ₹63,163.03 ₹1,80,000.00 ₹2,17,868.44 ₹3,00,000.00 ₹4,23,697.96
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 8,457.58 1.73 0.17 3.33 0.71 14.27 15.90

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 ₹99,537.22 ₹1,00,000.00 ₹1,02,680.89 ₹1,00,000.00 ₹1,00,606.16 ₹1,00,000.00 ₹1,50,538.02 ₹1,00,000.00 ₹2,07,941.47
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,833.66 ₹30,000.00 ₹30,077.08 ₹60,000.00 ₹62,635.82 ₹1,80,000.00 ₹2,17,592.44 ₹3,00,000.00 ₹4,19,967.42
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 12,102.85 1.71 1.37 2.18 4.17 15.63 14.21

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 ₹1,00,881.97 ₹1,00,000.00 ₹1,01,694.10 ₹1,00,000.00 ₹1,04,145.35 ₹1,00,000.00 ₹1,56,145.49 ₹1,00,000.00 ₹1,93,479.41
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,086.75 ₹30,000.00 ₹30,318.98 ₹60,000.00 ₹62,448.05 ₹1,80,000.00 ₹2,20,933.34 ₹3,00,000.00 ₹4,19,071.67
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 9,494.76 1.72 2.73 4.80 5.17 13.25 13.67

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 ₹1,02,271.96 ₹1,00,000.00 ₹1,04,036.70 ₹1,00,000.00 ₹1,05,109.79 ₹1,00,000.00 ₹1,46,135.57 ₹1,00,000.00 ₹1,88,862.99
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,175.67 ₹30,000.00 ₹30,658.11 ₹60,000.00 ₹63,729.28 ₹1,80,000.00 ₹2,17,072.90 ₹3,00,000.00 ₹4,08,777.41
Hybrid: Conservative
HDFC Hybrid Debt Fund - Growth Plan 01-12-2003 3,372.03 1.75 1.61 1.67 4.23 9.61 9.83

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 ₹1,01,464.45 ₹1,00,000.00 ₹1,01,388.85 ₹1,00,000.00 ₹1,04,253.98 ₹1,00,000.00 ₹1,32,114.26 ₹1,00,000.00 ₹1,59,602.57
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,085.77 ₹30,000.00 ₹30,297.38 ₹60,000.00 ₹61,599.52 ₹1,80,000.00 ₹2,03,578.25 ₹3,00,000.00 ₹3,76,133.56
SBI Conservative Hybrid Fund - Regular Plan - Growth 25-03-2001 9,976.42 1.54 1.35 2.87 5.52 9.67 9.80

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 ₹1,01,266.13 ₹1,00,000.00 ₹1,02,676.70 ₹1,00,000.00 ₹1,05,492.39 ₹1,00,000.00 ₹1,32,210.50 ₹1,00,000.00 ₹1,59,367.50
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,063.85 ₹30,000.00 ₹30,350.37 ₹60,000.00 ₹62,193.33 ₹1,80,000.00 ₹2,05,363.30 ₹3,00,000.00 ₹3,77,695.71
Kotak Debt Hybrid - Growth 02-12-2003 3,135.64 1.66 1.62 1.98 3.54 9.71 9.62

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 ₹1,01,438.76 ₹1,00,000.00 ₹1,01,513.12 ₹1,00,000.00 ₹1,03,488.32 ₹1,00,000.00 ₹1,32,493.36 ₹1,00,000.00 ₹1,58,142.19
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,059.00 ₹30,000.00 ₹30,284.51 ₹60,000.00 ₹61,572.85 ₹1,80,000.00 ₹2,04,310.47 ₹3,00,000.00 ₹3,75,821.10
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 3,374.93 1.72 1.17 3.31 7.41 9.95 9.19

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 ₹1,01,007.73 ₹1,00,000.00 ₹1,03,097.95 ₹1,00,000.00 ₹1,07,296.92 ₹1,00,000.00 ₹1,33,212.45 ₹1,00,000.00 ₹1,55,102.83
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,071.91 ₹30,000.00 ₹30,431.24 ₹60,000.00 ₹62,499.03 ₹1,80,000.00 ₹2,08,128.40 ₹3,00,000.00 ₹3,80,146.17
Debt: Long Duration
Nippon India Nivesh Lakshya Long Duration Fund- Growth Option 05-07-2018 9,410.36 0.64 0.68 -0.21 3.94 7.30 5.24

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 ₹1,00,659.15 ₹1,00,000.00 ₹99,326.82 ₹1,00,000.00 ₹1,03,931.92 ₹1,00,000.00 ₹1,23,864.66 ₹1,00,000.00 ₹1,29,000.80
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,995.74 ₹30,000.00 ₹30,006.11 ₹60,000.00 ₹60,622.49 ₹1,80,000.00 ₹1,98,012.47 ₹3,00,000.00 ₹3,52,733.50
Debt: Credit Risk
ICICI Prudential Credit Risk Fund - Growth 05-12-2010 5,933.33 1.4 2.23 4.15 9.36 8.32 7.28

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 ₹1,02,118.69 ₹1,00,000.00 ₹1,04,095.22 ₹1,00,000.00 ₹1,09,323.28 ₹1,00,000.00 ₹1,27,114.65 ₹1,00,000.00 ₹1,42,164.16
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,192.12 ₹30,000.00 ₹30,724.44 ₹60,000.00 ₹62,963.51 ₹1,80,000.00 ₹2,05,590.44 ₹3,00,000.00 ₹3,67,151.01
HDFC Credit Risk Debt Fund - Growth Option 05-03-2014 7,011.1 1.61 1.60 3.25 7.78 7.55 6.69

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 ₹1,01,562.41 ₹1,00,000.00 ₹1,03,168.84 ₹1,00,000.00 ₹1,07,716.24 ₹1,00,000.00 ₹1,24,390.52 ₹1,00,000.00 ₹1,38,306.45
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,130.25 ₹30,000.00 ₹30,518.80 ₹60,000.00 ₹62,322.71 ₹1,80,000.00 ₹2,02,289.59 ₹3,00,000.00 ₹3,59,043.28
SBI Credit Risk Fund - Regular Plan - Growth 01-07-2004 2,182.53 1.55 1.46 3.00 7.83 8.03 6.66

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 ₹1,01,395.38 ₹1,00,000.00 ₹1,02,894.27 ₹1,00,000.00 ₹1,07,764.15 ₹1,00,000.00 ₹1,26,051.41 ₹1,00,000.00 ₹1,38,079.95
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,110.00 ₹30,000.00 ₹30,460.56 ₹60,000.00 ₹62,224.17 ₹1,80,000.00 ₹2,02,446.76 ₹3,00,000.00 ₹3,61,199.25
Debt: Short Duration
UTI Short Duration Fund - Regular Plan - Growth Option 28-08-2007 3,373.22 0.82 1.24 2.39 7.25 7.34 6.84

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 ₹1,01,225.14 ₹1,00,000.00 ₹1,02,316.51 ₹1,00,000.00 ₹1,07,182.09 ₹1,00,000.00 ₹1,23,707.84 ₹1,00,000.00 ₹1,39,167.88
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,087.42 ₹30,000.00 ₹30,373.06 ₹60,000.00 ₹61,986.69 ₹1,80,000.00 ₹2,01,022.33 ₹3,00,000.00 ₹3,58,757.44
ICICI Prudential Short Term Fund - Growth Option 01-10-2001 23,653.38 1.06 1.68 2.98 7.96 7.69 6.33

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 ₹1,01,636.56 ₹1,00,000.00 ₹1,02,891.66 ₹1,00,000.00 ₹1,07,914.00 ₹1,00,000.00 ₹1,24,891.18 ₹1,00,000.00 ₹1,35,937.80
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,134.51 ₹30,000.00 ₹30,492.41 ₹60,000.00 ₹62,289.53 ₹1,80,000.00 ₹2,02,373.91 ₹3,00,000.00 ₹3,59,921.09
HDFC Short Term Debt Fund - Growth Option 05-06-2010 18,398.47 0.73 1.55 2.73 7.77 7.71 6.12

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 ₹1,01,544.81 ₹1,00,000.00 ₹1,02,664.07 ₹1,00,000.00 ₹1,07,720.04 ₹1,00,000.00 ₹1,24,972.86 ₹1,00,000.00 ₹1,34,584.66
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,118.61 ₹30,000.00 ₹30,449.06 ₹60,000.00 ₹62,194.27 ₹1,80,000.00 ₹2,02,391.67 ₹3,00,000.00 ₹3,58,665.22
Nippon India Short Duration Fund-Growth Plan 01-12-2002 9,783.66 0.95 1.54 2.71 7.90 7.52 6.05

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 ₹1,01,573.29 ₹1,00,000.00 ₹1,02,620.07 ₹1,00,000.00 ₹1,07,855.31 ₹1,00,000.00 ₹1,24,331.90 ₹1,00,000.00 ₹1,34,107.51
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,114.38 ₹30,000.00 ₹30,438.04 ₹60,000.00 ₹62,200.85 ₹1,80,000.00 ₹2,02,197.53 ₹3,00,000.00 ₹3,57,391.64
Axis Short Duration Fund - Regular Plan - Growth Option 22-01-2010 12,685.59 0.91 1.47 2.79 7.99 7.56 5.98

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 ₹1,01,437.83 ₹1,00,000.00 ₹1,02,708.22 ₹1,00,000.00 ₹1,07,937.61 ₹1,00,000.00 ₹1,24,460.83 ₹1,00,000.00 ₹1,33,707.79
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,109.93 ₹30,000.00 ₹30,440.31 ₹60,000.00 ₹62,234.54 ₹1,80,000.00 ₹2,02,318.43 ₹3,00,000.00 ₹3,57,855.00
Debt: Ultra Short Duration
Aditya Birla Sun Life Savings Fund-Retail Growth 27-11-2001 23,576.67 0.59 1.53 3.16 7.48 7.46 6.17

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 ₹1,01,505.46 ₹1,00,000.00 ₹1,03,128.42 ₹1,00,000.00 ₹1,07,406.97 ₹1,00,000.00 ₹1,24,086.77 ₹1,00,000.00 ₹1,34,910.83
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,139.65 ₹30,000.00 ₹30,516.85 ₹60,000.00 ₹62,227.90 ₹1,80,000.00 ₹2,01,453.34 ₹3,00,000.00 ₹3,57,491.05
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan 27-11-2001 23,576.67 0.59 1.53 3.16 7.48 7.46 6.17

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 ₹1,01,505.48 ₹1,00,000.00 ₹1,03,128.39 ₹1,00,000.00 ₹1,07,406.75 ₹1,00,000.00 ₹1,24,085.62 ₹1,00,000.00 ₹1,34,907.15
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,139.69 ₹30,000.00 ₹30,516.89 ₹60,000.00 ₹62,227.85 ₹1,80,000.00 ₹2,01,452.65 ₹3,00,000.00 ₹3,57,487.36
Aditya Birla Sun Life Savings Fund - Discipline Advantage Plan 27-11-2001 23,576.67 0.59 1.43 2.92 7.00 7.26 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 ₹1,01,402.46 ₹1,00,000.00 ₹1,02,887.99 ₹1,00,000.00 ₹1,06,928.63 ₹1,00,000.00 ₹1,23,390.09 ₹1,00,000.00 ₹1,33,756.72
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,129.96 ₹30,000.00 ₹30,479.79 ₹60,000.00 ₹62,073.77 ₹1,80,000.00 ₹2,00,571.51 ₹3,00,000.00 ₹3,55,407.31
ICICI Prudential Ultra Short Term Fund - Growth 01-05-2011 19,416.23 0.79 1.51 3.04 7.14 7.15 5.97

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 ₹1,01,479.59 ₹1,00,000.00 ₹1,03,001.38 ₹1,00,000.00 ₹1,07,077.28 ₹1,00,000.00 ₹1,23,040.65 ₹1,00,000.00 ₹1,33,639.16
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,137.24 ₹30,000.00 ₹30,503.20 ₹60,000.00 ₹62,143.06 ₹1,80,000.00 ₹2,00,476.12 ₹3,00,000.00 ₹3,54,963.53
HDFC Ultra Short Term Fund - Growth Option 05-09-2018 18,388.66 0.7 1.47 2.97 7.00 7.10 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 ₹1,01,443.17 ₹1,00,000.00 ₹1,02,923.15 ₹1,00,000.00 ₹1,06,934.02 ₹1,00,000.00 ₹1,22,857.25 ₹1,00,000.00 ₹1,32,766.84
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,133.26 ₹30,000.00 ₹30,488.92 ₹60,000.00 ₹62,084.44 ₹1,80,000.00 ₹2,00,224.19 ₹3,00,000.00 ₹3,54,244.24
Debt: Gilt
ICICI Prudential Gilt Fund - Growth 19-08-1999 9,208.97 1.1 1.22 1.25 6.68 7.66 6.11

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 ₹1,01,124.46 ₹1,00,000.00 ₹1,01,111.05 ₹1,00,000.00 ₹1,06,665.81 ₹1,00,000.00 ₹1,24,798.75 ₹1,00,000.00 ₹1,34,555.76
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,073.43 ₹30,000.00 ₹30,241.40 ₹60,000.00 ₹61,556.17 ₹1,80,000.00 ₹2,00,640.87 ₹3,00,000.00 ₹3,57,537.62
SBI Magnum Gilt Fund - Growth - PF (Regular) Option 28-11-2003 11,030.27 0.95 0.55 0.42 4.04 6.92 5.64

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 ₹1,00,510.50 ₹1,00,000.00 ₹1,00,102.68 ₹1,00,000.00 ₹1,04,071.77 ₹1,00,000.00 ₹1,22,309.12 ₹1,00,000.00 ₹1,31,581.50
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,978.75 ₹30,000.00 ₹30,032.60 ₹60,000.00 ₹60,700.16 ₹1,80,000.00 ₹1,97,086.43 ₹3,00,000.00 ₹3,51,070.27
SBI Magnum Gilt Fund - Growth - PF (Fixed Period - 3 Yrs) Option 28-11-2003 11,030.27 0.95 0.53 0.39 4.02 6.91 5.63

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 ₹1,00,487.92 ₹1,00,000.00 ₹1,00,080.40 ₹1,00,000.00 ₹1,04,048.77 ₹1,00,000.00 ₹1,22,282.03 ₹1,00,000.00 ₹1,31,552.56
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,977.60 ₹30,000.00 ₹30,028.10 ₹60,000.00 ₹60,688.84 ₹1,80,000.00 ₹1,97,044.86 ₹3,00,000.00 ₹3,50,994.62
SBI Magnum Gilt Fund - Regular Plan - Growth 30-12-2000 11,030.27 0.95 0.53 0.39 4.02 6.91 5.63

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 ₹1,00,487.72 ₹1,00,000.00 ₹1,00,080.28 ₹1,00,000.00 ₹1,04,048.51 ₹1,00,000.00 ₹1,22,281.14 ₹1,00,000.00 ₹1,31,551.53
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹14,977.59 ₹30,000.00 ₹30,028.07 ₹60,000.00 ₹60,688.77 ₹1,80,000.00 ₹1,97,044.41 ₹3,00,000.00 ₹3,50,992.92
HDFC Gilt Fund - Growth Plan 01-07-2001 2,937.79 0.89 0.81 0.50 4.65 6.84 4.94

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 ₹1,00,741.19 ₹1,00,000.00 ₹1,00,191.89 ₹1,00,000.00 ₹1,04,651.53 ₹1,00,000.00 ₹1,22,028.90 ₹1,00,000.00 ₹1,27,323.85
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,012.01 ₹30,000.00 ₹30,075.80 ₹60,000.00 ₹60,863.24 ₹1,80,000.00 ₹1,97,717.48 ₹3,00,000.00 ₹3,48,485.22
Debt: Liquid
Axis Liquid Fund - Regular Plan - Growth Option 05-10-2009 38,936.47 0.24 1.44 2.88 6.59 7.00 5.79

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 ₹1,01,415.77 ₹1,00,000.00 ₹1,02,869.05 ₹1,00,000.00 ₹1,06,567.90 ₹1,00,000.00 ₹1,22,509.78 ₹1,00,000.00 ₹1,32,487.86
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,139.15 ₹30,000.00 ₹30,494.35 ₹60,000.00 ₹61,992.57 ₹1,80,000.00 ₹1,99,690.74 ₹3,00,000.00 ₹3,53,640.84
Union Liquid Fund - Growth Option 15-06-2011 7,152.74 0.17 1.44 2.88 6.55 6.98 5.77

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 ₹1,01,421.46 ₹1,00,000.00 ₹1,02,868.45 ₹1,00,000.00 ₹1,06,529.38 ₹1,00,000.00 ₹1,22,435.16 ₹1,00,000.00 ₹1,32,361.89
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,140.12 ₹30,000.00 ₹30,496.35 ₹60,000.00 ₹61,987.36 ₹1,80,000.00 ₹1,99,611.38 ₹3,00,000.00 ₹3,53,414.28
Aditya Birla Sun Life Liquid Fund - Growth 05-03-2004 56,947.39 0.32 1.43 2.87 6.55 6.98 5.76

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 ₹1,01,408.25 ₹1,00,000.00 ₹1,02,856.63 ₹1,00,000.00 ₹1,06,525.69 ₹1,00,000.00 ₹1,22,425.67 ₹1,00,000.00 ₹1,32,301.99
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,138.64 ₹30,000.00 ₹30,493.41 ₹60,000.00 ₹61,983.58 ₹1,80,000.00 ₹1,99,592.49 ₹3,00,000.00 ₹3,53,365.35
Aditya Birla Sun Life Liquid Fund-Retail (Growth) 16-06-1997 56,947.39 0.32 1.43 2.87 6.55 6.98 5.76

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 ₹1,01,408.24 ₹1,00,000.00 ₹1,02,856.60 ₹1,00,000.00 ₹1,06,525.76 ₹1,00,000.00 ₹1,22,426.00 ₹1,00,000.00 ₹1,32,302.54
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,138.61 ₹30,000.00 ₹30,493.33 ₹60,000.00 ₹61,983.54 ₹1,80,000.00 ₹1,99,592.72 ₹3,00,000.00 ₹3,53,366.19
Canara Robeco Liquid Fund - Regular Plan - Growth Option 05-07-2008 6,248.54 0.21 1.43 2.87 6.57 6.99 5.76

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 ₹1,01,409.93 ₹1,00,000.00 ₹1,02,857.60 ₹1,00,000.00 ₹1,06,547.10 ₹1,00,000.00 ₹1,22,457.62 ₹1,00,000.00 ₹1,32,331.01
SIP (Rs. 5000 Monthly) ₹15,000.00 ₹15,138.62 ₹30,000.00 ₹30,493.04 ₹60,000.00 ₹61,986.68 ₹1,80,000.00 ₹1,99,633.56 ₹3,00,000.00 ₹3,53,469.99