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 | Index Fund

Top 10 SIP Performer - January 2020:Index 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(%)
DSP BFSI Next Index Fund-Reg(G) 0.00 0.00 0.00 0.00
DSP NIFTY 50 Index Fund-Reg(G) 10.1077 0.00 0.00 0.00 0.00
DSP NIFTY Next 50 Index Fund-Reg(G) 9.9481 0.00 0.00 0.00 0.00
Motilal Oswal Nifty 500 Fund-Reg(G) 0.00 0.00 0.00 0.00
Motilal Oswal Nifty Bank Index Fund-Reg(G) 0.00 0.00 0.00 0.00
Motilal Oswal Nifty Midcap 150 Index Fund-Reg(G) 0.00 0.00 0.00 0.00
Motilal Oswal Nifty Smallcap 250 Index Fund-Reg(G) 0.00 0.00 0.00 0.00
Tata Index Fund-Sensex Plan(G) 90.8595 11940.93 -59.07 187.69 -1.07
HDFC Index Fund-Sensex(G) 326.7735 11927.55 -72.45 162.66 -1.31
HDFC Index Fund-Sensex(G)(Post Addendum) 326.7735 11927.55 -72.45 162.66 -1.31
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(%)
HDFC Index Fund-Sensex(G) 326.7735 40278.19 4278.19 11924.68 7.84
HDFC Index Fund-Sensex(G)(Post Addendum) 326.7735 40278.19 4278.19 11924.68 7.84
Tata Index Fund-Sensex Plan(G) 90.8595 40252.23 4252.23 11595.96 7.79
Reliance Index Fund - Sensex Plan(G) 18.1078 39877.32 3877.32 11020.02 7.13
LIC MF Index Fund-Sensex Plan(G) 68.1678 39714.55 3714.55 10516.46 6.84
UTI Nifty Index Fund-Reg(G) 71.1021 39106.55 3106.55 9999.94 5.75
IDFC Nifty Fund-Reg(G) 22.5123 39072.75 3072.75 9939.82 5.69
HDFC Index Fund-NIFTY 50 Plan(G) 99.0479 39047.58 3047.58 9869.25 5.64
HDFC Index Fund-NIFTY 50 Plan(G)(Post Addendum) 99.0479 39047.58 3047.58 9869.25 5.64
Tata Index Fund-Nifty Plan(G) 65.7918 38940.21 2940.21 9475.41 5.45
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 Index Fund-Sensex(G) 326.7735 74337.17 14337.17 26947.62 8.77
HDFC Index Fund-Sensex(G)(Post Addendum) 326.7735 74337.17 14337.17 26947.62 8.77
Tata Index Fund-Sensex Plan(G) 90.8595 73740.51 13740.51 24622.41 8.44
Reliance Index Fund - Sensex Plan(G) 18.1078 72832.95 12832.95 23340.47 7.93
UTI Nifty Index Fund-Reg(G) 71.1021 72255.31 12255.31 25682.39 7.60
LIC MF Index Fund-Sensex Plan(G) 68.1678 72166.33 12166.33 21733.36 7.55
IDFC Nifty Fund-Reg(G) 22.5123 72127.86 12127.86 25401.10 7.53
HDFC Index Fund-NIFTY 50 Plan(G) 99.0479 72084.63 12084.63 25444.93 7.51
HDFC Index Fund-NIFTY 50 Plan(G)(Post Addendum) 99.0479 72084.63 12084.63 25444.93 7.51
Tata Index Fund-Nifty Plan(G) 65.7918 71464.82 11464.82 23344.06 7.15

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