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SIP Perfomance Report | Equity Savings Fund

Top 10 SIP Performer - January 2020:Equity Savings 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(%)
ICICI Pru Equity Savings Fund(G) 13.87 12280.90 280.90 724.77 5.13
Axis Equity Saver Fund-Reg(G) 12.81 12205.51 205.51 528.12 3.75
PGIM India Equity Savings Fund(G) 31.68 12205.19 205.19 448.49 3.74
Edelweiss Equity Savings Fund-Reg(G) 13.91 12200.62 200.62 527.82 3.66
Union Equity Savings Fund-Reg(G) 10.49 12196.55 196.55 550.35 3.58
Tata Equity Savings Fund-Reg(G) 32.64 12192.84 192.84 586.35 3.51
Kotak Equity Savings Fund(G) 14.14 12120.60 120.60 399.89 2.19
Mahindra Dhan Sanchay Equity Savings Yojana-Reg(G) 11.06 12087.00 87.00 341.16 1.58
IDBI Equity Savings Fund(G) 16.30 12082.82 82.82 205.20 1.50
SBI Equity Savings Fund-Reg(G) 12.80 12077.68 77.68 330.13 1.41
Principal Equity Savings Fund(G) 35.69 12071.85 71.85 227.67 1.30
Principal Equity Savings Fund(G-AEMP) 35.69 12071.85 71.85 227.67 1.30
Principal Equity Savings Fund(G-AEQP) 35.69 12071.85 71.85 227.67 1.30
UTI Equity Savings Fund-Reg(G) 10.08 12054.18 54.18 221.72 0.98
Baroda Equity Savings Fund-Reg(G) 9.98 0.00 0.00 0.00 0.00
ICICI Pru Equity Income Fund-Reg(AEP) 0.00 0.00 0.00 0.00
Invesco India Equity Savings Fund-Reg(G) 10.09 0.00 0.00 0.00 0.00
Mirae Asset Equity Savings Fund-Reg(G) 10.36 0.00 0.00 0.00 0.00
Sundaram Equity Savings Fund-Reg(G) 10.31 0.00 0.00 0.00 0.00
HDFC Equity Savings Fund(G) 36.01 11997.38 -2.62 214.36 -0.05
Franklin India Equity Savings Fund(G) 10.01 11983.67 -16.33 217.31 -0.30
IDFC Equity Savings Fund-Reg(G) 19.70 11983.68 -16.32 185.57 -0.30
DSP Equity Savings Fund-Reg(G) 12.30 11975.48 -24.52 232.70 -0.44
Aditya Birla SL Equity Savings Fund-Reg(G) 13.06 11959.47 -40.53 177.16 -0.73
L&T Equity Savings Fund-Reg(G) 16.99 11779.01 -220.99 -74.39 -3.97
Reliance Equity Savings Fund(G) 11.98 11555.16 -444.84 -525.49 -7.94
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(%)
Axis Equity Saver Fund-Reg(G) 12.81 39240.24 3240.24 7382.88 5.99
ICICI Pru Equity Savings Fund(G) 13.87 39079.28 3079.28 6896.91 5.70
Edelweiss Equity Savings Fund-Reg(G) 13.91 38991.40 2991.40 7236.56 5.54
Kotak Equity Savings Fund(G) 14.14 38779.97 2779.97 7304.66 5.16
PGIM India Equity Savings Fund(G) 31.68 38599.51 2599.51 5838.86 4.83
HDFC Equity Savings Fund(G) 36.01 37893.41 1893.41 6795.01 3.54
Tata Equity Savings Fund-Reg(G) 32.64 37889.71 1889.71 4337.36 3.54
Principal Equity Savings Fund(G) 35.69 37859.99 1859.99 5381.26 3.48
Principal Equity Savings Fund(G-AEMP) 35.69 37859.99 1859.99 5381.26 3.48
Principal Equity Savings Fund(G-AEQP) 35.69 37859.99 1859.99 5381.26 3.48
SBI Equity Savings Fund-Reg(G) 12.80 37683.40 1683.40 4677.77 3.16
IDFC Equity Savings Fund-Reg(G) 19.70 37267.86 1267.86 3837.33 2.39
DSP Equity Savings Fund-Reg(G) 12.30 37006.33 1006.33 4024.95 1.90
IDBI Equity Savings Fund(G) 16.30 36919.13 919.13 2388.79 1.73
Aditya Birla SL Equity Savings Fund-Reg(G) 13.06 36781.79 781.79 3376.88 1.48
L&T Equity Savings Fund-Reg(G) 16.99 36478.08 478.08 3497.97 0.91
Baroda Equity Savings Fund-Reg(G) 9.98 0.00 0.00 0.00 0.00
Franklin India Equity Savings Fund(G) 10.01 0.00 0.00 0.00 0.00
ICICI Pru Equity Income Fund-Reg(AEP) 0.00 0.00 0.00 0.00
Invesco India Equity Savings Fund-Reg(G) 10.09 0.00 0.00 0.00 0.00
Mahindra Dhan Sanchay Equity Savings Yojana-Reg(G) 11.06 0.00 0.00 0.00 0.00
Mirae Asset Equity Savings Fund-Reg(G) 10.36 0.00 0.00 0.00 0.00
Sundaram Equity Savings Fund-Reg(G) 10.31 0.00 0.00 0.00 0.00
Union Equity Savings Fund-Reg(G) 10.49 0.00 0.00 0.00 0.00
UTI Equity Savings Fund-Reg(G) 10.08 0.00 0.00 0.00 0.00
Reliance Equity Savings Fund(G) 11.98 35623.14 -376.86 3396.95 -0.72
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(%)
HDFC Equity Savings Fund(G) 36.01 70571.64 10571.64 25916.39 6.63
PGIM India Equity Savings Fund(G) 31.68 69539.55 9539.55 29090.99 6.03
Principal Equity Savings Fund(G) 35.69 67966.03 7966.03 20491.13 5.09
Principal Equity Savings Fund(G-AEMP) 35.69 67966.03 7966.03 20491.13 5.09
Principal Equity Savings Fund(G-AEQP) 35.69 67966.03 7966.03 20491.13 5.09
Tata Equity Savings Fund-Reg(G) 32.64 67057.06 7057.06 18732.36 4.54
IDFC Equity Savings Fund-Reg(G) 19.70 65799.40 5799.40 16100.46 3.76
L&T Equity Savings Fund-Reg(G) 16.99 64970.16 4970.16 17882.08 3.24
IDBI Equity Savings Fund(G) 16.30 64434.47 4434.47 14344.04 2.91
Aditya Birla SL Equity Savings Fund-Reg(G) 13.06 0.00 0.00 0.00 0.00
Axis Equity Saver Fund-Reg(G) 12.81 0.00 0.00 0.00 0.00
Baroda Equity Savings Fund-Reg(G) 9.98 0.00 0.00 0.00 0.00
DSP Equity Savings Fund-Reg(G) 12.30 0.00 0.00 0.00 0.00
Edelweiss Equity Savings Fund-Reg(G) 13.91 0.00 0.00 0.00 0.00
Franklin India Equity Savings Fund(G) 10.01 0.00 0.00 0.00 0.00
ICICI Pru Equity Income Fund-Reg(AEP) 0.00 0.00 0.00 0.00
ICICI Pru Equity Savings Fund(G) 13.87 0.00 0.00 0.00 0.00
Invesco India Equity Savings Fund-Reg(G) 10.09 0.00 0.00 0.00 0.00
Kotak Equity Savings Fund(G) 14.14 0.00 0.00 0.00 0.00
Mahindra Dhan Sanchay Equity Savings Yojana-Reg(G) 11.06 0.00 0.00 0.00 0.00
Mirae Asset Equity Savings Fund-Reg(G) 10.36 0.00 0.00 0.00 0.00
Reliance Equity Savings Fund(G) 11.98 0.00 0.00 0.00 0.00
SBI Equity Savings Fund-Reg(G) 12.80 0.00 0.00 0.00 0.00
Sundaram Equity Savings Fund-Reg(G) 10.31 0.00 0.00 0.00 0.00
Union Equity Savings Fund-Reg(G) 10.49 0.00 0.00 0.00 0.00
UTI Equity Savings Fund-Reg(G) 10.08 0.00 0.00 0.00 0.00

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