Hdfc sip returns last 5 years. 6 per cent annualised SIP return in 5 years.
Hdfc sip returns last 5 years Dec 31, 2024 · Get detailed performance analysis for HDFC Large Cap Fund. 37% 17. 83 13. 49% 12. 00 1,200. Let’s understand the above steps with an example. 79 1. 67 14. Using the CAGR formula, we can estimate SIP returns for Ms. Now that you are familiar with the type of returns, it’s time to delve into the benefits of using a lumpsum return calculator: This calculator provides you with the estimated returns for the whole investment period. Your ULIP returns in 10 years will be much better than returns over five, eight, or even nine years. 00 1,800. Click now to track the SIP returns, dividends, AUM, CAGR, expense ratio & other key metrics! Sep 3, 2024 · Four small caps with 36% SIP returns. Jan 25, 2024 · Quant Small Cap Fund topped the list with 46. 1 Year Returns – 19%. 00 120. 4,42,873 at the end of the tenure. 80 11. 44 19. 78% 13. 37 779. May 31, 2024 · #NIFTY 100 (Total Returns Index) ##BSE SENSEX (Total Returns Index) Returns greater than 1 year period are compounded annualized (CAGR). 71 61. Source: AMFI website data as on Septemebr 26, 2023. 6 per cent annualised SIP return in 5 years. 15 Mar 31, 2022 · HDFC Mutual Fund (earlier known as HDFC Asset Management Company Limited) was established in 1999 as a joint venture between HDFC Limited and Aberdeen Investment Management Limited. 3 Year SIP Returns – 30%. 4. n = The number of SIP instalments. 86% 12. With this free tool, you can evaluate how much your investments might grow over time. The standout performer, Motilal Oswal Midcap Fund, led with nearly 40% returns. Since Inception 15 year SIP 10 year SIP 5 year SIP 3 year SIP 1 year SIP Total Amount Invested (` ‘000) 2,680. 91 Benchmark - NIFTY 50 Hybrid Composite Debt 50:50 Index 12. 07 per cent return in one year, 21. #4 360 ONE Focused Equity Fund Tax Treatment. Dec 29, 2024 · ALSO READ: Top 7 Flexi Cap Mutual Funds With up to 52% SIP Return in 1 Year: Rs 20,000 monthly SIP investment in No. 44%, and 34. In the last 5 years, SBI Bluechip Fund grew at an XIRR of about 17%. 60 1. One would gain a large sum of Rs. 79% returns. . Compare Historic Returns, SIP Returns and Quarterly Returns with Nifty50 Dec 31, 2018 · Get detailed performance analysis for HDFC Mid-Cap Opportunities Fund. N. HDFC Mid-Cap Opportunities Fund – Direct Plan 5-Year Return: 29. Current tax rate is 12. Launched in October 1996, Quant Small Cap Fund is a momentum-driven scheme in the Small Cap Fund category that has recorded extraordinary performance over the last few years and has registered category-topping returns across time frames. Compare Historic Returns, SIP Returns and Quarterly Returns with Nifty50 HDFC SIP Calculator - HDFC Bank Mutual Fund SIP Calculator helps in calculating returns & planning your monthly investments. It is one of India's largest mutual fund houses, with Rs 7,93,714 crores in assets under management as of Dec 31, 2024. 85 11. 08 19. 73%; ICICI Prudential Infrastructure Direct Growth. 70 lakh in the 10 schemes in the 5-year Returns under NPS Schemes A Weekly update - Snapshot of NPS Schemes return as on 28 October, 2022 As on 28-October-2022 (File Size : KB) May 5, 2014 · The chart below shows the SIP returns of the HDFC top 200 fund, growth option, over the last 15 years. Quant Mid Cap Fund, Bank of India Small Cap Fund, and Quant ELSS Tax Saver Fund also performed well with returns of 34. 66 HDFC Balanced Advantage Fund ^ February 1, 1994 21. 60 122. 1-Aug-13: Jan 7, 2025 · A Rs 13,333 monthly SIP investment in the 5-year period has grown to Rs 19,06,764. Anu has invested INR 2,52,000 (INR 3,000 a month) in a mutual fund when the NAV is INR 20. Here is a list of the top HDFC SIP funds based on their 3-year returns. Annualised Returns. r = 10%. 5%, if your total long term capital gain exceeds 1. Key Information. Get detailed performance analysis for HDFC Flexi Cap Fund. 73 3 year SIP 3. 10 Year Annualised Returns – 15%. Bank of India Small Cap Fund and Nippon India Small Cap Fund posted CAGRs of 33. Life insurance is available in this product. 77 HDFC Top 100 Fund June 20, 2003 46. 31 11. 94 14. Over the last 1 month , this fund has increased expense ratio by 15. Disclaimer: #The investment risk in the portfolio is borne by the policyholder. 20 Market Value as on Sep 30, 2024 (` in lacs) 2,138. Now Jan 20, 2025 · ALSO READ: Top 7 Flexi Cap Mutual Funds With up to 52% SIP Return in 1 Year: Rs 20,000 monthly SIP investment in No. 25 lakh+ in a financial year. Mar 13, 2023 · SIP Returns. The SBI SIP return calculator enables you to manage the task efficiently and in a quick time. The maturity amount of Rs 1 Cr. If you had started a monthly SIP of Rs 3000 only in the HDFC top 200 fund back in May 1999, by now you would have accumulated a corpus of nearly Rs 35 lakhs, with an investment of only Rs 5. 47 per cent returns in the last five years. The fund has doubled the money invested in it every 5 yrs. 02 12. Value Research and Crisil Sep 26, 2023 · HDFC Top 100 Fund: The direct plan of this scheme has given 13. Tata Retirement Savings Moderate. 25 26. Nov 29, 2024 · HDFC Retirement Savings Fund Equity Plan delivered 27. 84 lakh now. 14 Latest NAV for HDFC Large Cap Fund is at ₹ 1108. 16 lakh now. This fund generated 5 th highest SIP returns of 25% in the last 5 years. 20% average annual returns for the last 10 years. 46%, 36. The direct plan of HDFC Flexi Cap Fund has given an annualised return of 15. a. It will provide you with the full estimate for 1 year, 3 year and 5 year investment periods. 34 12. Disclaimer: This story is for The formula that is used to calculate the SIP returns is: A = P × (1+r/100)^n. Pros - The scheme has generated highest consistent return in past 10 years. 95 15. 48% in 5 years. A monthly SIP of Rs 10,000 would have turned into over Rs 11. Estimated SIP Returns. 53%-29. Bonds and equities are invested dynamically by the HDFC Balanced Advantage Fund mutual fund. How do SIP calculators work? Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 20. Here’s how to determine the final maturity amount and total returns using the online SIP calculator: Enter Rs. 44 28. 59 HDFC Balanced Advantage Fund ^ June 20, 2003 57. ULIP returns in 5 years ULIP returns in 10 years ** The past 5 year fund performance of HDFC Life Jun 20, 2024 · A Rs 10,000 monthly SIP in the fund in five years has turned into Rs 16,02,205. 37 Benchmark- NIFTY 500 (Total Returns Index) 70. 49 13. 48 Returns (%) as on May 31, 2021 Last 1 year (%) Last 3 years (%) Last 5 years (%) HDFC Flexicap Fund June 20, 2003 74. 92% returns. 00 360. 05 8. Analyse how fund performed during various bull and bear cycles. 11 per cent return in the five-year period. AUM: ₹50,826. 45 per cent in the last five years. Click on ‘Calculate’. The analysis considered XIRR (% returns) for schemes with a five-year horizon from January 2019 to January 2024. 52%, 36. HDFC Balanced Advantage Fund. Past 5 year returns of. 80 13. 24% 19. Amount invested – Rs. 52%, while the direct variant delivered 26. 34 421. 74 10. A = Rs. 54 Benchmark - NIFTY 100 (Total Returns Index) 20. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of Median Returns when 2 year SIP returns were negative Next 3 year Median Returns, if the SIP with negative returns is continued Total 5 year Median Returns in the above instances Instances when Next 3 year Returns were negative in the above case 49-10. 17 8. 8% Mar 7, 2025 · The top 10 equity mutual funds delivered 24. 30 16. 16 per cent per annum. The Mutual Fund SIP Calculator takes into consideration your monthly investments and the investment duration to provide you with a value of SIP based on an estimated rate of return. Jan 1, 2025 · 5. 5. 40 14. 63 15. A SIP of ₹5000 per month over 10 years at 12% annual return gives a total value of ₹11,20,179 at the end of 10 years. 73 Mar 21, 2025 · 5-year annualised returns: 39. An HDFC mutual fund SIP calculator uses the following formula to calculate the returns from an individual’s SIP investment – M = P × [{(1 + i) ^n – 1} / i] × (1 + i) Where M is the amount received on the investment’s maturity, P is the amount invested periodically, n is the number of payments already made, and i is the rate of An SIP Calculator is an online tool that allows you to estimate the returns on your Mutual Fund investments, when you invest in them via Systematic Investment Plans. 60 5. In this scheme, SIP deposit can be started from a minimum amount of Rs 100. 20 14. Compare Historic Returns, SIP Returns and Quarterly Returns with Nifty50 and category peers. HDFC Flexi Cap Fund - SIP Performance ^ - Regular Plan - Growth Option Since Inception§ 15 year SIP 10 year SIP 5 year SIP 3 year SIP 1 year SIP Total Amount Invested (` in lacs) 35. This is the nominal value. Dec 5, 2024 · HDFC Balanced Advantage Fund led with a return of 25. The HDFC Bank SIP Calculator will display the estimated value of the investment at the end of the installments and the value of returns. 56% & 27. 00 12. These indicate how much the fund has lost or gained during particular investment duration. Consider factors like benchmark BASKETS & SIP Basket ideas 5 Years: Returns 7 Years: Returns 10 Years: Returns HDFC Pension Fund Management Ltd. Jul 2, 2024 · This mid cap fund delivered the highest SIP returns of around 40. The scheme tracks NIFTY 500 Mar 19, 2024 · Consider a plan with fair fees that won't significantly reduce your returns over five years. HDFC House, House, 2nd Floor, 165-166, 169, HT Parekh Marg, Backbay Reclamation, Churchgate, Mumbai, Maharashtra 400020 Apr 5, 2025 · Top Mutual Funds SIP Returns performance in past 5 , 10 ,15, 20 years. Anu. A monthly SIP of Rs 10,000 would have accumulated into Rs 34. Few of the benefits of SIP calculators include – Assists you to determine the amount you want to invest in. 49Cr; Expense Ratio: 1. 24,000 Jan 14, 2025 · Top 7 mid cap mutual funds with best SIP returns in 5 years: Mid cap mutual funds have high exposure to mid cap stocks, which provides them high growth potential and stability. The exercise was done to find which equity mutual funds offered over 35% XIRR in the last three and five years on the SIP investments. 2-1. The calculator will instantly provide you with the value of estimated returns. 16 Benchmark- NIFTY 500 (Total Returns Index) 55. 38 per cent returns in the last 10 years. 10% Frequency of SIP* HDFC Flexi Cap Fund (SIP Returns) Benchmark: NIFTY 500 TRI (SIP Returns) Last 10 years Daily SIP Weekly SIP Monthly SIP Returns (%) as on March 31, 2022 Last 1 year (%) Last 3 years (%) Last 5 years (%) HDFC Top 100 Fund June 20, 2003 20. 14% per annum. 00 Market Value as on January 31, 2019 (` ‘000) $$ 36,363. 10 Best HDFC MF SIP Funds 2025 Updated on April 6, 2025 , 149128 views. 16% CAGR. 11,17,768. 42 20. 5 Year SIP Returns – 24%. 67%. below is the list of 9 Mutual Funds which have given best return (Annual Compounded) on investment in last 5 years The major difference between SIP and EMI is of course the fact that you have to pay an interest amount for the loan; whereas, through SIP, you are investing and earning returns. Formula to Calculate HDFC SIP Returns with an example. 5,000 for five years with an expected rate of return of 15%, you could get Rs. 10 Year SIP Returns – 17%. 35 10. Around four smallcap funds — Invesco India Smallcap Fund, LIC MF Small Cap Fund, Edelweiss Small Cap Fund, and HDFC Small Cap Fund — offered 36. 90 in today's value. 94% return, outperforming this fund by 13. How Are 5-Year ULIP Return Rates Calculated? ULIP returns in 5 years depend on the performance of the investment funds. 00 3. A monthly SIP of Rs 1,000 in each fund has grown to about Rs 1. Midcap MF Estimated SIP Returns. 16%. 4,000 monthly in a mutual fund SIP for 5 years, and the expected rate of return is 12% p. 3 Year Annualised Returns – 36%. This scheme of SIP 500 per month has an expense ratio of 0. 00 6. 61% SIP returns over five years. 16 NIFTY 500 (Total Returns Index) 1 (%) 14. Dec 31, 2024 · Get detailed performance analysis for HDFC Nifty 50 ETF. zjvima awgjaa qbl kqazt xtep jidwa nrmhy rvleh ncwoajdv avnab yukfrw ljyzjw fzbr xdgvw dyskBytePlus harnesses the expertise and technology of