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SIP Perfomance Report | Mid Cap Fund

Top 10 SIP Performer - May 2020:Mid Cap Fund

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(%)
Axis Midcap Fund(G) 35.25 12013.63 13.63 343.16 0.25
Mirae Asset Midcap Fund-Reg(G) 9.82 0.00 0.00 0.00 0.00
Tata Mid Cap Growth Fund(G) 128.07 11725.66 -274.34 490.93 -4.92
DSP Midcap Fund-Reg(G) 50.50 11665.12 -334.88 99.91 -6.00
Motilal Oswal Midcap 30 Fund-Reg(G) 23.29 11653.76 -346.24 -435.47 -6.20
Kotak Emerging Equity Scheme(G) 35.47 11581.90 -418.10 13.89 -7.47
Reliance Growth Fund(G) 1024.72 11560.17 -439.83 88.26 -7.85
BNP Paribas Mid Cap Fund(G) 29.29 11498.09 -501.91 -500.88 -8.94
Sahara Midcap Fund(G) 72.79 11492.55 -507.45 -123.01 -9.04
Sahara Midcap Fund-Auto Payout 72.79 11492.55 -507.45 -123.01 -9.04
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 Midcap Fund(G) 35.25 39863.58 3863.58 10145.45 7.11
IDBI Midcap Fund(G) 9.49 0.00 0.00 0.00 0.00
Mahindra Unnati Emerging Business Yojana-Reg(G) 8.68 0.00 0.00 0.00 0.00
Mirae Asset Midcap Fund-Reg(G) 9.82 0.00 0.00 0.00 0.00
Tata Mid Cap Growth Fund(G) 128.07 35921.35 -78.65 4603.38 -0.15
Invesco India Midcap Fund(G) 44.48 35701.57 -298.43 5037.42 -0.57
Reliance Growth Fund(G) 1024.72 35383.36 -616.64 4088.61 -1.18
DSP Midcap Fund-Reg(G) 50.50 35305.60 -694.40 4306.85 -1.33
Franklin India Prima Fund(G) 877.77 34990.17 -1009.83 3578.24 -1.94
Kotak Emerging Equity Scheme(G) 35.47 34937.94 -1062.06 3933.33 -2.04
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 Midcap Fund(G) 35.25 74030.32 14030.32 36575.34 8.60
DSP Midcap Fund-Reg(G) 50.50 68825.49 8825.49 39425.76 5.60
Kotak Emerging Equity Scheme(G) 35.47 67896.19 7896.19 40343.22 5.05
Invesco India Midcap Fund(G) 44.48 67350.30 7350.30 31585.45 4.72
Tata Mid Cap Growth Fund(G) 128.07 67000.23 7000.23 32630.64 4.50
Franklin India Prima Fund(G) 877.77 66907.18 6907.18 35952.85 4.45
Reliance Growth Fund(G) 1024.72 66607.11 6607.11 27216.75 4.26
Sahara Midcap Fund(G) 72.79 66047.34 6047.34 21871.77 3.92
Sahara Midcap Fund-Auto Payout 72.79 66047.34 6047.34 21871.77 3.92
L&T Midcap Fund-Reg(G) 117.66 65931.64 5931.64 36680.36 3.84

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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