Let us look at the fund performance and check how SIP investments have fared in an upside, a downside and a range bound market.
SIP
Performance Chart
|
||||||||
Large Cap & Mid Cap Fund
|
||||||||
Fund Name
|
1
|
2
|
3
|
4
|
5
|
|||
12000
|
24000
|
36000
|
48000
|
60000
|
||||
1
|
UTI Opportunities
|
12,447
|
25,167
|
41,003
|
65,394
|
83,851
|
||
7.55%
|
4.83%
|
8.87%
|
15.89%
|
13.56%
|
||||
2
|
DSPBR Top 100
Equity Reg
|
12,415
|
24,436
|
39,086
|
59,527
|
75,715
|
||
7.01%
|
1.81%
|
5.56%
|
10.96%
|
9.39%
|
||||
3
|
Canara Robeco
Equity Diversified
|
12,418
|
24,515
|
40,227
|
64,174
|
81,099
|
||
7.06%
|
2.14%
|
7.54%
|
14.89%
|
12.19%
|
||||
4
|
ICICI Pru Focused
Bluechip Equity
|
12,174
|
24,286
|
40,097
|
63,863
|
NA
|
||
2.91%
|
1.19%
|
7.32%
|
14.64%
|
NA
|
||||
5
|
Franklin India
Bluechip
|
12,128
|
23,994
|
39,016
|
60,774
|
76,616
|
||
2.15%
|
-0.02%
|
5.44%
|
12.04%
|
9.87%
|
||||
6
|
HDFC Top 200
|
12,122
|
23,560
|
38,427
|
61,064
|
78,428
|
||
2.04%
|
-1.84%
|
4.40%
|
12.29%
|
10.82%
|
||||
7
|
Tata Pure Equity
|
12,229
|
23,609
|
37,873
|
57,797
|
72,344
|
||
3.84%
|
-1.63%
|
3.41%
|
9.44%
|
7.53%
|
||||
8
|
Reliance Vision
|
12,196
|
23,199
|
36,830
|
56,181
|
69,333
|
||
3.29%
|
-3.36%
|
1.53%
|
7.98%
|
5.81%
|
||||
9
|
Birla Sun Life
Frontline Equity
|
12,069
|
23,326
|
37,382
|
58,186
|
73,576
|
||
1.16%
|
-2.83%
|
2.53%
|
9.78%
|
8.22%
|
||||
Multi Cap |
||||||||
Fund Name
|
1
|
2
|
3
|
4
|
5
|
|||
12000
|
24000
|
36000
|
48000
|
60000
|
||||
1
|
Fidelity India
Special Situations
|
12,393
|
24,044
|
39,196
|
60,740
|
74,969
|
||
6.63%
|
0.18%
|
5.75%
|
12.01%
|
8.98%
|
||||
2
|
BNP Paribas
Dividend Yield
|
12,153
|
24,111
|
40,031
|
62,840
|
79,609
|
||
2.56%
|
0.46%
|
7.21%
|
13.79%
|
11.43%
|
||||
3
|
Principal Dividend
Yield
|
12,586
|
24,109
|
39,366
|
59,979
|
74,522
|
||
9.93%
|
0.46%
|
6.05%
|
11.36%
|
8.74%
|
||||
4
|
HDFC Growth
|
12,076
|
23,659
|
39,088
|
60,198
|
76,072
|
||
1.27%
|
-1.42%
|
5.56%
|
11.55%
|
9.58%
|
||||
5
|
Tata Equity
Opportunities
|
12,312
|
23,632
|
37,610
|
56,822
|
69,085
|
||
5.25%
|
-1.54%
|
2.94%
|
8.56%
|
5.67%
|
||||
6
|
Magnum Multiplier
Plus
|
12,311
|
23,408
|
37,444
|
57,278
|
70,918
|
||
5.23%
|
-2.48%
|
2.64%
|
8.97%
|
6.73%
|
||||
7
|
HDFC Core &
Satellite
|
11,939
|
22,856
|
37,965
|
60,940
|
75,671
|
||
-1.01%
|
-4.81%
|
3.58%
|
12.19%
|
9.36%
|
||||
9
|
DSPBR Equity
|
12,239
|
23,790
|
38,841
|
60,393
|
NA
|
||
4.02%
|
-0.88%
|
5.13%
|
11.72%
|
NA
|
||||
Mid
Cap
|
||||||||
Fund Name
|
1
|
2
|
3
|
4
|
5
|
|||
12000
|
24000
|
36000
|
48000
|
60000
|
||||
1
|
SBI Magnum Emerging
Busi.
|
13,100
|
27,184
|
47,203
|
76,958
|
92,097
|
||
18.90%
|
13.00%
|
18.91%
|
24.61%
|
17.43%
|
||||
2
|
HDFC Mid-Cap
Opportunities
|
12,614
|
25,478
|
44,089
|
71,241
|
89,318
|
||
10.43%
|
6.10%
|
13.99%
|
20.44%
|
16.16%
|
||||
3
|
ICICI Pru Discovery
|
12,891
|
25,049
|
42,519
|
72,053
|
91,860
|
||
15.22%
|
4.34%
|
11.42%
|
21.05%
|
17.33%
|
||||
4
|
IDFC
Sterling Equity Fund - G
|
12,837
|
25,123
|
42,475
|
70,509
|
74,359
|
||
14.29%
|
4.65%
|
11.34%
|
19.89%
|
8.65%
|
||||
5
|
DSPBR Micro Cap Reg
|
12,424
|
23,790
|
42,105
|
69,844
|
85,719
|
||
7.17%
|
-0.88%
|
10.73%
|
19.38%
|
14.47%
|
||||
6
|
Birla Sun Life
Dividend Yield Plus
|
12,257
|
24,205
|
40,844
|
66,436
|
86,362
|
||
4.32%
|
0.85%
|
8.60%
|
16.72%
|
14.77%
|
||||
7
|
Reliance Equity
Opportunities
|
12,417
|
24,531
|
42,237
|
69,020
|
86,128
|
||
7.03%
|
2.21%
|
10.95%
|
18.75%
|
14.66%
|
||||
8
|
SBI
Magnum Global Fund (G)
|
12,442
|
24,921
|
41,632
|
66,441
|
79,933
|
||
7.46%
|
3.82%
|
9.93%
|
16.73%
|
11.60%
|
||||
9
|
Reliance Growth Fund |
12,211
|
23,016
|
36,901
|
57,381
|
72,090
|
||
3.54% |
-4.13%
|
1.66%
|
9.07%
|
7.39%
|
||||
Tax (ELSS)
|
||||||||
Fund Name
|
1
|
2
|
3
|
4
|
5
|
|||
12000
|
24000
|
36000
|
48000
|
60000
|
||||
1
|
Reliance Tax Saver
|
12,951
|
25,200
|
41,369
|
64,514
|
80,186
|
||
16.27%
|
4.96%
|
9.49%
|
15.17%
|
11.73%
|
||||
2
|
Axis Long Term
Equity
|
12,497
|
25,177
|
NA
|
NA
|
NA
|
||
8.42%
|
4.87%
|
NA
|
NA
|
NA
|
||||
3
|
BNP Paribas Tax
Advantage Plan
|
12,359
|
24,582
|
39,366
|
58,304
|
68,953
|
||
6.05%
|
2.42%
|
6.05%
|
9.89%
|
5.59%
|
||||
4
|
Franklin India
Taxshield
|
12,206
|
24,471
|
40,225
|
62,289
|
78,338
|
||
3.46%
|
1.96%
|
7.54%
|
13.33%
|
10.77%
|
||||
5
|
HDFC Taxsaver
|
12,029
|
23,361
|
38,762
|
61,845
|
77,360
|
||
0.49%
|
-2.68%
|
4.99%
|
12.95%
|
10.26%
|
||||
6
|
Fidelity Tax
Advantage
|
12,002
|
23,411
|
38,902
|
60,988
|
76,865
|
||
0.04%
|
-2.47%
|
5.24%
|
12.23%
|
10.00%
|
||||
7
|
Birla
Sun Life Tax Plan (G)
|
11,998
|
23,315
|
36,839
|
54,929
|
66,445
|
||
-0.03%
|
-2.87%
|
1.54%
|
6.82%
|
4.10%
|
||||
**SIP
Date 5 th every month
|
||||||||
***Monthly
SIP Amt 1000
|
||||||||
Call for Start your SIP Investment
Rajendra 8007750904
| ||||||||
टिप्पणियाँ
एक टिप्पणी भेजें