Hdfc sip returns last 5 years 10 Year SIP Returns – 17%. Systematic Investment Plan (SIP) is an organized means of investing to attain investment objectives by investing specific amounts at monthly intervals. Jun 26, 2023 · With ULIPs, the longer you stay invested, the better. 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. 53%-29. 79 13. If one had invested Rs 36,000 in the fund three years ago, the latest value of their corpus at present would have been Rs 60,581. 45 per cent in the last five years. A monthly SIP of Rs 10,000 would have accumulated into Rs 34. 62 It can be somewhat confusing for a prospective investor to keep so many factors in mind, which is where the mutual fund return calculator online can be immensely helpful. 05 8. Mar 13, 2023 · SIP Returns. Following is the list of Top 10 equity dedicated funds based on the last five-year SIP returns. It will provide you with the full estimate for 1 year, 3 year and 5 year investment periods. 11 per cent return in the five-year period. The calculator will instantly provide you with the value of estimated returns. 84% Nil SIP Date* Events SIP Returns for last 2 years Next 3 year Return (CAGR) 5 Dec 31, 2018 · Get detailed performance analysis for HDFC Small Cap Fund. 54 Benchmark - NIFTY 100 (Total Returns Index) 20. Anu. 63 15. Note, the above exercise is not a recommendation. Dec 5, 2024 · HDFC Balanced Advantage Fund led with a return of 25. 5-year annualised returns: 38. 67 14. 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. Past 5 year returns of. 39 14. Few of the benefits of SIP calculators include – Assists you to determine the amount you want to invest in. Union Small Cap Fund- The average SIP return of Union Small Cap Fund for the last five years has been 30. 05% respectively. 61% SIP returns over five years. 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. Returns are taxed at 20%, if you redeem before one year. 79 12. Another fund from the House of Tata Mutual Fund has given annualised returns of 12. Jan 3, 2025 · Better Returns; SIP for NRI is a risky investment for NRIs compared to a conservative savings plan like fixed deposits. Dec 31, 2024 · Get detailed performance analysis for HDFC Large Cap Fund. 46,255. Life insurance is available in this product. 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. n = The number of SIP instalments. Formula to Calculate HDFC SIP Returns with an example. 40% average annual returns. 4,000 monthly in a mutual fund SIP for 5 years, and the expected rate of return is 12% p. 34 421. Since SIP is a long-term investment approach, it makes sense to select the best SIP funds based on how they have performed over longer periods. 3. Feb 22, 2024 · A 5-year ULIP policy also offers life insurance benefits to the policyholder. In this scheme, SIP deposit can be started from a minimum amount of Rs 100. Dec 31, 2024 · Get detailed performance analysis for HDFC Nifty 50 ETF. Key Information. Check how SIP grows with time. With a benchmark index outperformance of 20. Around four smallcap funds — Invesco India Smallcap Fund, LIC MF Small Cap Fund, Edelweiss Small Cap Fund, and HDFC Small Cap Fund — offered 36. 1,000 monthly in an equity mutual fund for 10 years, assuming an average annual return of 12%, your investment could grow to approximately Rs Similarly, if you started an SIP of Rs. 85 11. 40% 30. This is the nominal value. 77 out of 168 mutual funds have given double-digit SIP returns in the last 10 years. 80 lakh now. 2018, trading in securities in which unsolicited messages are being circulated is restricted. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 8% p. This scheme of SIP 500 per month has an expense ratio of 0. 44%, and 34. Nippon India Small Cap Fund offered 37. 43 Benchmark- NIFTY 100 (Total Returns Index) 49. 4,000 in the monthly amount field. NAV & Returns data as on NAV as on : 09-Apr-25. 5%, if your total long term capital gain exceeds 1. 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. Gold. 73 Mar 21, 2025 · 5-year annualised returns: 39. 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. 2,500. 61%, while infrastructure and small-cap funds showed strong performance. 73%; ICICI Prudential Infrastructure Direct Growth. How Are 5-Year ULIP Return Rates Calculated? ULIP returns in 5 years depend on the performance of the investment funds. 10 Best HDFC MF SIP Funds 2025 Updated on April 6, 2025 , 149128 views. 34 percent in its regular plan and 14 per cent in its direct plan in the last five years. After its recategorisation in 2018, the fund now follows an active investment strategy to identify high-growth stocks and dynamically shifts the portfolio mix across large-cap, mid-cap, and small-cap companies. Scheme Name Inception Date Since Inception SIP 15 Year SIP 10 Year SIP 5 Year SIP 3 Year SIP HDFC Flexi Cap Fund (%) 01-01-1995 20. Jul 2, 2024 · This mid cap fund delivered the highest SIP returns of around 40. Amount invested – Rs. 00 120. The direct plan of HDFC Flexi Cap Fund has given an annualised return of 15. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of The formula used by the HDFC SIP calculator tool at the backend gauges the return of the SIP investments in any of the HDFC mutual fund schemes. 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. 37% 17. Dec 10, 1999 · Disclaimer: #The investment risk in the portfolio is borne by the policyholder. Tata Retirement Savings Moderate. 47 per cent returns in the last five years. 2-1. 22% while the regular plan has given a return of 14. Address. Let’s understand the above steps with an example. The HDFC Balanced Advantage Fund comes under the Hybrid category of HDFC Mutual Funds. 31 11. 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. Returns have always been the basic benchmarks for investor while going for any investments. 00 360. 5% Average 5-year SIP return (XIRR) of small cap category over the last ten years: 16. A global standardisation method is used to calculate HDFC Bank SIP to determine the total returns an investor has incurred. 94 14. 98 15. a. 99% in the last five years. n = 4 Years. 5 Year Annualised Returns – 15%. Compare Historic Returns, SIP Returns and Quarterly Returns with Nifty50 Disclaimer:# The investment risk in the portfolio is borne by the policyholder. Annualised Returns. 5% on returns of Rs 1. HDFC House, House, 2nd Floor, 165-166, 169, HT Parekh Marg, Backbay Reclamation, Churchgate, Mumbai, Maharashtra 400020 Apr 29, 2024 · Average 5-year SIP return (XIRR) of the scheme over the last ten years: 20. Not Available. The fund has doubled the money invested in it every 5 yrs. It has an asse base of Rs 2,496 crore, while its NAV is Rs 50. 73 3 year SIP 3. Jul 19, 2024 · ULIP vs SIP - Know the difference between ULIP and SIP. 99 lakh in the 12 schemes in the 5-year period. 5%. Anu has invested INR 2,52,000 (INR 3,000 a month) in a mutual fund when the NAV is INR 20. HDFC Small Cap Fund- The average SIP return of HDFC Small Cap Fund in 5 years has been 31. 24% 17. Want more insights? Aug 21, 2020 · Mutual fund SIPs: Now, 5- and 10-year returns jump as equities rebound. 95 15. 67%. This fund generated 5 th highest SIP returns of 25% in the last 5 years. A monthly SIP of Rs 2,000 in each fund has grown to Rs 2-2. 46%, 36. 43% and 31. 16%. 80 27. 81 Benchmark- NIFTY 50 Hybrid Composite Debt 65:35 Index 41. Compare Historic Returns, SIP Returns and Quarterly Returns with Nifty50 and category peers. 49% 12. The scheme tracks NIFTY 500 Mar 19, 2024 · Consider a plan with fair fees that won't significantly reduce your returns over five years. 19 12. Now, let's get to SIP returns. 97. A = Rs. ** The past 5 year fund performance of Returns (%) as on April 30, 2021 Last 1 year (%) Last 3 years (%) Last 5 years (%) HDFC Flexi Cap Fund (Erstwhile HDFC Equity Fund) June 20, 2003 53. 8% Mar 7, 2025 · The top 10 equity mutual funds delivered 24. 15%, and 36. In every 3 years, the scheme has provided double the return. , SBI PSU Fund SIP, HDFC Infrastructure Fund SIP, Invesco India PSU Equity Fund SIP, ICICI Prudential Infrastructure Fund SIP Use this online tool to calculate the future value, return and investment of your SIP in mutual funds. 17 8. 60 1. Value Research and Crisil Sep 26, 2023 · HDFC Top 100 Fund: The direct plan of this scheme has given 13. 67 15. Nov 29, 2024 · HDFC Retirement Savings Fund Equity Plan delivered 27. 11,17,768. A monthly investment of Rs 10,000 in this scheme would have been Rs 16. 10 Year Annualised Returns – 15%. Source: AMFI website data as on Septemebr 26, 2023. 77 HDFC Top 100 Fund June 20, 2003 46. 08 19. 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. May 31, 2024 · #NIFTY 100 (Total Returns Index) ##BSE SENSEX (Total Returns Index) Returns greater than 1 year period are compounded annualized (CAGR). 00 1,800. Here’s how you can use the HDFC SIP calculator: Let’s understand how to use the HDFC SIP calculator: Choose the Best HDFC Mutual Fund for SIP: Begin by selecting your preferred fund. How Are 10-Year ULIP Policy Return Rates Calculated? The best SIP mutual funds have the best SIP returns over the trailing three and five-year periods. 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. By comparing their pricing structures, find a plan that fits your budget without compromising quality. Calculate SIP, VIP Returns. . A. 25 lakh+ in a financial year. Get latest NAV, Returns, SIP Returns, Performance, Ranks, Dividends, Portfolio, CRISIL Rank, Expert Recommendations, and Comparison with gold, stock,ULIP etc. 24 35. Here is a list of the top HDFC SIP funds based on their 3-year returns. 25 26. Estimated SIP Returns. In the last 5 years, Quant Small Cap Fund Growth Option Direct Plan has given 47. Jan 17, 2025 · Around 29 equity mutual funds delivered a CAGR of over 25% over the past five years, with approximately 196 equity schemes in existence for this period. 68 14. Current tax rate is 12. 84 2,309. Compare Historic Returns, SIP Returns and Quarterly Returns with Nifty50 Returns as on December 31 , 2024. It began operations in 1999 as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investment Limited (SLI). For example, suppose you make a SIP investment of Rs. In the last 5 years, SBI Bluechip Fund grew at an XIRR of about 17%. 16 per cent per annum. 55 per cent in 10 years. 79% returns. Systematic Investment plan or SIP is a method of Investing a fixed amount regularly at a stipulated time. hxa mei skp ooe jjd kxu dlqai xvdg ijrdio qnozyk ddfd fsctljx zfhvkoo fkaezk mfc