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  • Super Performing July

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    Ankit Jain
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    The document compares the returns of various mutual funds over investment periods of 5, 7, 10, and 12 years by investing Rs. 10,000 per month via SIP. It shows that the Birla Sun Life Frontline Equity Fund provided the highest returns of 20.66% over 5 years. The Reliance Growth Fund provided the best longer-term returns of 33.03% over 10 years. In general, the returns increased with the longer investment periods, with some funds doubling the initial investment amount over 10-12 years.

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    The document compares the returns of various mutual funds over investment periods of 5, 7, 10, and 12 years by investing Rs. 10,000 per month via SIP. It shows that the Birla Sun Life Frontline Equity Fund provided the highest returns of 20.66% over 5 years. The Reliance Growth Fund provided the best longer-term returns of 33.03% over 10 years. In general, the returns increased with the longer investment periods, with some funds doubling the initial investment amount over 10-12 years.

    Copyright:

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    Download as PDF, TXT or read online from Scribd
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    18 views1 page

    Super Performing July

    Uploaded by

    Ankit Jain
    The document compares the returns of various mutual funds over investment periods of 5, 7, 10, and 12 years by investing Rs. 10,000 per month via SIP. It shows that the Birla Sun Life Frontline Equity Fund provided the highest returns of 20.66% over 5 years. The Reliance Growth Fund provided the best longer-term returns of 33.03% over 10 years. In general, the returns increased with the longer investment periods, with some funds doubling the initial investment amount over 10-12 years.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
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    of 1

    Super Performing Funds For SIP

    Tenure
    Investment of Rs.10000/- per month

    5 Years

    7 Years

    10 Years

    12 Years

    Rs.6,00,000

    Rs.8,40,000

    Rs.12,00,000

    Rs.14,40,000

    Current Value of Investment

    Scheme Name
    Birla Sun Life Mutual Fund
    Birla Sun Life Frontline Equity Fund
    Birla Sun Life Dividend Yield Plus
    DSPBlackRock Mutual Fund
    DSPBR Opportunities Fund
    DSP BlackRock Equity Fund
    Fidelity Mutual Fund
    Fidelity Equity Fund
    ICICI Prudential Mutual Fund
    ICICI Prudential Discovery Fund
    ICICI Prudential Dynamic Fund
    ICICI Prudential Tax Plan
    Kotak Mutual Fund
    Kotak 50 Equity Scheme
    Kotak Opportunities Fund
    Reliance Mutual Fund
    Reliance Growth Fund
    Reliance Vision Fund
    Reliance Regular Savings Fund Equity Plan

    5 Years
    8,78,706
    15.41%
    9,97,748
    20.66%

    7 Years
    16,82,235
    19.63%
    16,78,980
    19.57%

    10 Years
    N.A.
    N.A.
    N.A.
    N.A.

    12 Years
    N.A.
    N.A.
    N.A.
    N.A.

    5 Years
    8,39,992
    13.56%
    9,00,757
    16.43%

    7 Years
    15,51,775
    17.35%
    17,68,870
    21.05%

    10 Years
    48,93,759
    26.61%
    55,79,319
    29.05%

    12 Years
    N.A.
    N.A.
    77,33,045
    25.82%

    5 Years

    7 Years

    10 Years

    12 Years

    8,92,564
    16.05%
    5 Years

    N.A.
    N.A.
    7 Years

    N.A.
    N.A.
    10 Years

    N.A.
    N.A.
    12 Years

    10,03,600
    20.91%
    8,88,167
    15.85%
    8,97,188
    16.27%
    5 Years

    N.A.
    N.A.
    17,58,746
    20.89%
    15,68,952
    17.66%
    7 Years

    N.A.
    N.A.
    N.A.
    N.A.
    51,31,141
    27.49%
    10 Years

    N.A.
    N.A.
    N.A.
    N.A.
    N.A.
    N.A.
    12 Years

    7,90,247
    11.07%
    8,04,498
    11.80%

    14,84,082
    16.09%
    N.A.
    N.A.

    43,14,209
    24.27%
    N.A.
    N.A.

    60,09,236
    22.08%
    N.A.
    N.A.

    5 Years

    7 Years

    10 Years

    12 Years

    8,40,067
    13.57%
    8,04,512
    11.80%
    9,03,979
    16.57%

    16,62,912
    19.30%
    14,93,742
    16.27%
    N.A.
    N.A.

    69,08,364
    33.03%
    53,28,350
    28.19%
    N.A.
    N.A.

    1,10,83,915
    31.17%
    87,94,743
    27.73%
    N.A.
    N.A.

    5 Years

    7 Years

    10 Years

    12 Years

    7,52,704
    9.10%
    9,15,588
    17.10%

    13,43,487
    13.28%
    18,01,043
    21.56%

    37,09,875
    21.47%
    N.A.
    N.A.

    51,75,891
    19.86%
    N.A.
    N.A.

    5 Years

    7 Years

    10 Years

    12 Years

    8,18,140
    12.48%
    8,13,979
    12.28%

    15,14,746
    16.66%
    14,63,173
    15.69%

    45,88,844
    25.42%
    41,98,912
    23.77%

    62,70,342
    22.71%
    55,44,752
    20.88%

    5 Years

    7 Years

    10 Years

    12 Years

    Taurus Starshare

    8,11,447
    12.15%

    15,23,980
    16.83%

    46,86,806
    25.81%

    N.A.
    N.A.

    UTI Mutual Fund

    5 Years

    7 Years

    10 Years

    12 Years

    9,53,146
    18.76%
    9,24,620
    17.51%

    N.A.
    N.A.
    N.A.
    N.A.

    N.A.
    N.A.
    N.A.
    N.A.

    N.A.
    N.A.
    N.A.
    N.A.

    Sundaram Mutual Fund


    Sundaram Growth Fund
    Sundaram Select MidCap Fund
    Tata Mutual Fund
    Tata Pure Equity Fund
    Tata Select Equity Fund
    Taurus Mutual Fund

    UTI Master Value Fund


    UTI Opportunities Fund

    Note: 1) Above returns are on CAGR basis. 2) Returns are as on 30th June 2011. 3) SIP Installment is assumed to be hit on 10th of every month.

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