Mutual Fund SIP Returns

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Scheme Name Launch Date AUM (Crore) Expense Ratio (%) Invested Amount Current Value Return (%)
Groww Multicap Fund - Regular - Growth 16-12-2024 23.479 2.3 36000.0 39418.66 22.0
WhiteOak Capital Multi Cap Fund Regular Plan Growth 22-09-2023 263.87199999999996 1.94 36000.0 39485.21 21.74
Kotak Multicap Fund-Regular Plan-Growth 03-09-2021 2154.1459999999997 1.61 36000.0 39348.57 20.86
Mirae Asset Multicap Fund - Regular Plan - Growth 01-08-2023 438.88100000000003 1.84 36000.0 39106.77 19.3
Franklin India Multi Cap Fund - Growth 05-07-2024 512.867 1.82 36000.0 39077.29 19.12
Union Multicap Fund - Regular Plan - Growth Option 19-12-2022 133.577 2.14 36000.0 38768.01 17.14
Bank of India Multi Cap Fund Regular Plan - Growth 03-03-2023 90.949 2.26 36000.0 38753.89 17.05
Tata Multicap Fund - Regular Plan - Growth 05-02-2023 321.401 1.88 36000.0 38738.94 16.96
Motilal Oswal Multi Cap Fund Regular Plan Growth 18-06-2024 460.313 1.86 36000.0 38677.44 16.57
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 605.538 1.77 36000.0 38653.25 16.41
PGIM India Multi Cap Fund - Regular Plan - Growth Option 10-09-2024 43.464 2.38 36000.0 38643.28 16.35
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 01-01-2013 292.798 1.98 36000.0 38555.36 15.79
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option 08-07-2023 490.207 1.82 36000.0 38502.15 15.45
HSBC Multi Cap Fund - Regular - Growth 05-01-2023 526.774 1.83 36000.0 38489.95 15.38
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 132.58499999999998 2.03 36000.0 38481.42 15.32
LIC MF Multi Cap Fund-Regular Plan-Growth 31-10-2022 179.65699999999998 2.0 36000.0 38446.64 15.1
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth 07-05-2021 650.2239999999999 1.81 36000.0 38429.81 15.0
HDFC Multi Cap Fund - Growth Option 01-12-2021 1867.459 1.67 36000.0 38377.26 14.66
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 4729.447 1.49 36000.0 38298.31 14.17
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 916.394 1.77 36000.0 38264.78 13.95
Edelweiss Multi Cap Fund - Regular Plan - Growth 26-10-2023 310.418 1.9 36000.0 38259.66 13.92
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN 05-12-2021 272.77 1.94 36000.0 38228.02 13.72
ICICI Prudential Multicap Fund - Growth 01-10-1994 1606.72 1.73 36000.0 37977.72 12.15
SBI Multicap Fund- Regular Plan- Growth Option 05-03-2022 2398.625 1.65 36000.0 37945.98 11.95
DSP Multicap Fund - Regular - Growth 05-01-2024 262.788 1.94 36000.0 37826.57 11.2
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 310.817 1.97 36000.0 37756.83 10.77
quant Multi Cap Fund-GROWTH OPTION - Regular Plan 21-03-2001 936.551 1.74 36000.0 37116.31 6.8
Invesco India Multicap Fund - Growth Option 17-03-2008 422.81800000000004 1.88 36000.0 36809.16 4.91
Samco Multi Cap Fund - Regular Plan - Growth 30-10-2024 34.463 2.4 36000.0 35387.38 -3.66
Category Average - - - 36000.00 38338.78 14.49
NIFTY500 MULTICAP 50:25:25 TRI 01-04-2005 - - 36000.00 38573.53 15.91

Disclaimer: We have gathered all the data, information, statistics from the sources believed to be highly reliable and true. All necessary precautions have been taken to avoid any error, lapse or insufficiency; however, no representations or warranties are made (express or implied) as to the reliability, accuracy or completeness of such information. We cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing herein. The user is advised to verify the contents of the report independently.

Returns less than 1 year are in absolute (%) and greater than 1 year are compounded annualised (CAGR %). SIP returns are shown in XIRR (%).

The Risk Level of any of the schemes must always be commensurate with the risk profile, investment objective or financial goals of the investor concerned. Mutual Fund Distributors (MFDs) or Registered Investment Advisors (RIAs) should assess the risk profile and investment needs of individual investors into consideration and make scheme(s) or asset allocation recommendations accordingly.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance may or may not be sustained in the future. Investors should always invest according to their risk profile and consult with their mutual fund distributors or financial advisor before investing.