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SIP Perfomance Report | Large & Midcap Fund

Top 10 SIP Performer - January 2020:Large & Midcap

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(%)
Tata Large & Mid Cap Fund(G) 197.10 12094.65 94.65 745.13 1.72
LIC MF Large & Midcap Fund-Reg(G) 14.34 12012.75 12.75 326.26 0.23
Axis Growth Opp Fund-Reg(G) 10.68 0.00 0.00 0.00 0.00
HSBC Large & Mid Cap Equity Fund-Reg(G) 9.32 0.00 0.00 0.00 0.00
Mirae Asset Emerging Bluechip-Reg(G) 50.75 11994.52 -5.48 697.27 -0.10
Invesco India Growth Opp Fund(G) 32.49 11855.70 -144.30 25.91 -2.60
Kotak Equity Opp Fund(G) 112.61 11822.21 -177.79 260.22 -3.20
DSP Equity Opportunities Fund-Reg(G) 207.63 11815.24 -184.76 18.12 -3.33
Essel Large & Midcap Fund-Reg(G) 14.35 11798.51 -201.49 459.72 -3.63
Edelweiss Large & Mid Cap Fund-Reg(G) 29.42 11728.70 -271.30 -143.45 -4.87
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(%)
Mirae Asset Emerging Bluechip-Reg(G) 50.75 38932.47 2932.47 11508.54 5.44
Invesco India Growth Opp Fund(G) 32.49 38601.39 2601.39 9994.49 4.84
Tata Large & Mid Cap Fund(G) 197.10 38068.42 2068.42 6070.72 3.86
Sundaram Large and Mid Cap Fund(G) 32.24 37807.73 1807.73 10137.71 3.39
LIC MF Large & Midcap Fund-Reg(G) 14.34 37556.38 1556.38 7429.17 2.92
Edelweiss Large & Mid Cap Fund-Reg(G) 29.42 37421.31 1421.31 6859.15 2.67
Kotak Equity Opp Fund(G) 112.61 37042.81 1042.81 6539.72 1.97
Essel Large & Midcap Fund-Reg(G) 14.35 36607.49 607.49 5760.22 1.15
DSP Equity Opportunities Fund-Reg(G) 207.63 36580.25 580.25 6004.01 1.10
SBI Large & Midcap Fund-Reg(G) 203.77 36400.17 400.17 4925.64 0.76
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(%)
Mirae Asset Emerging Bluechip-Reg(G) 50.75 79494.78 19494.78 62399.71 11.55
Invesco India Growth Opp Fund(G) 32.49 72881.01 12881.01 34677.03 7.96
Sundaram Large and Mid Cap Fund(G) 32.24 72438.73 12438.73 37283.10 7.71
DSP Equity Opportunities Fund-Reg(G) 207.63 70465.03 10465.03 35682.40 6.57
Kotak Equity Opp Fund(G) 112.61 70381.05 10381.05 35220.85 6.52
Canara Rob Emerg Equities Fund-Auto Repurchase(G) 85.06 70377.43 10377.43 44861.31 6.52
Canara Rob Emerg Equities Fund-Reg(G) 85.06 70377.43 10377.43 44861.31 6.52
Tata Large & Mid Cap Fund(G) 197.10 70128.21 10128.21 30776.19 6.37
Edelweiss Large & Mid Cap Fund-Reg(G) 29.42 69210.62 9210.62 28662.11 5.83
Quant Large & Mid Cap Fund(G) 34.72 68571.59 8571.59 45566.56 5.45

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