breaking news
  • S&P BSE Sensex 36,093.47
    1.29 % | 470.41
  • S&P BSE SENSEX 50 11,194.94
    1.27 % | 143.66
  • SENSEX Next 50 29,259.97
    1.33% | 395.15




SIP Perfomance Report | Focused Fund

Top 10 SIP Performer - May 2020:Focused 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(%)
IIFL Focused Equity Fund-Reg(G) 15.71 495.73 1062.68 9.12
Axis Focused 25 Fund(G) 27.05 89.17 225.99 1.62
Motilal Oswal Focused 25 Fund-Reg(G) 20.92 5.31 219.09 0.10
Kotak Focused Equity Fund-Reg(G) 9.93 0.00 0.00 0.00
L&T Focused Equity Fund-Reg(G) 10.31 0.00 0.00 0.00
Mirae Asset Focused Fund-Reg(G) 10.34 0.00 0.00 0.00
Union Focused Fund-Reg(G) 10.07 0.00 0.00 0.00
Sundaram Select Focus(G) 172.88 -11.42 188.06 -0.21
SBI Focused Equity Fund-Reg(G) 134.15 -26.92 691.75 -0.49
BNP Paribas Focused 25 Equity Fund-Reg(G) 9.16 -41.85 326.91 -0.76
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 Focused 25 Fund(G) 27.05 3772.30 11923.23 6.94
Sundaram Select Focus(G) 172.88 3574.06 11938.27 6.59
IIFL Focused Equity Fund-Reg(G) 15.71 3567.91 7542.37 6.58
SBI Focused Equity Fund-Reg(G) 134.15 3152.30 9564.49 5.83
Motilal Oswal Focused 25 Fund-Reg(G) 20.92 1407.64 6705.37 2.65
Principal Focused Multicap Fund(G) 60.11 1127.26 5735.00 2.12
Aditya Birla SL Focused Equity Fund(G) 56.13 977.23 5923.39 1.84
JM Core 11 Fund(G) 8.34 866.72 6099.63 1.64
Franklin India Focused Equity Fund(G) 37.83 638.36 6432.51 1.21
DSP Focus Fund-Reg(G) 21.71 327.79 3483.05 0.62
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(%)
Axis Focused 25 Fund(G) 27.05 16973.66 45048.54 10.22
SBI Focused Equity Fund-Reg(G) 134.15 14476.41 38264.99 8.85
Sundaram Select Focus(G) 172.88 13130.32 26897.64 8.10
JM Core 11 Fund(G) 8.34 11864.09 35938.10 7.38
Motilal Oswal Focused 25 Fund-Reg(G) 20.92 9551.73 30934.13 6.03
Aditya Birla SL Focused Equity Fund(G) 56.13 8645.73 27351.62 5.50
Principal Focused Multicap Fund(G) 60.11 8645.18 24761.46 5.50
Franklin India Focused Equity Fund(G) 37.83 8293.63 31653.13 5.29
Quant Focused Fund(G) 29.39 7384.04 37599.16 4.74
DSP Focus Fund-Reg(G) 21.71 6748.47 26274.09 4.35

Equity Large & Midcap Fund
Equity Multi Cap Fund
Equity Mid Cap Fund
Equity Small Cap Fund
Equity Value Oriented Fund
Equity ELSS Fund
Continue Reading