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SIP Perfomance Report | Contra Fund

Top 10 SIP Performer - May 2020:Contra Funds

SIP Performance Report is a ready-to-use performance report of select good SIP schemes and it is updated on monthly basis. The report contains SIP returns of schemes for a period of 1 , 3 and 5 years. Report is generated considering Rs. 1,000 investment per month for the respective periods. Sorting is provided for all time periods which helps in shortlisting the better performing schemes.

SIP Perfomance Report form Start Date: 05-Sep-2018 - End Date: 04-Sep-2019
Scheme Name Current NAV(Rs.) SIP For 1 Year Investment Amt. 12000
Start Date: 05-Sep-2018 End Date: 04-Sep-2019
Present Value(Rs.) Profit-SIP Profit-One Time XIRR(%)
Kotak India EQ Contra Fund(G) 49.61 11745.89 -254.11 -187.88 -4.56
Invesco India Contra Fund(G) 44.23 11512.69 -487.31 -556.27 -8.69
SBI Contra Fund-Reg(G) 95.29 11005.50 -994.50 -947.11 -17.42
SIP Perfomance Report form Start Date: 05-Sep-2018 - End Date: 04-Sep-2019
Scheme Name Current NAV(Rs.) SIP For 3 Year Investment Amt. 36000
Start Date: 05-Sep-2018 Start Date: 05-Sep-2018
Present Value(Rs.) Profit-SIP Profit-One Time XIRR(%)
Kotak India EQ Contra Fund(G) 49.61 38778.30 2778.30 10252.68 5.16
Invesco India Contra Fund(G) 44.23 37371.24 1371.24 8890.89 2.58
SBI Contra Fund-Reg(G) 95.29 32562.43 -3437.57 -668.32 -6.76
SIP Perfomance Report form Start Date: 05-Sep-2018 - End Date: 04-Sep-2019
Scheme Name Current NAV(Rs.) SIP For 5 Year Investment Amt. 60000
Start Date: 05-Sep-2018 Start Date: 05-Sep-2018
Present Value(Rs.) Profit-SIP Profit-One Time XIRR(%)
Kotak India EQ Contra Fund(G) 49.61 73105.61 13105.61 33049.05 8.09
Invesco India Contra Fund(G) 44.23 72113.52 12113.52 37031.08 7.52
SBI Contra Fund-Reg(G) 95.29 59126.57 -873.43 13407.37 -0.60

Equity Large & Midcap Fund
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Equity Mid Cap Fund
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