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INTRODUCTION TO

SIP

( SYSTEMATIC INVESTMENT PLAN )

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Performance of Selective Mutual Fund Schemes ( SIP )

PERFORMANCE OF SELECTED MUTUAL FUND SCHEMES ( SIP) FOR YOUR REFERENCE

.
INVESTED AMOUNT
120,000
360,000
600,000
840,000
1,200,000
FUND NAME
1 YEAR
%
3 YEAR
%
5 YEAR
%
7 YEAR
%
10 YEAR

. Equity Fund
BSL

BSL Dividend yield

BSL MNC Fund
DSP BR Equity Fund
DSP BR Top 100
DSP BR Micro cap
Franklin India Blue Chip
Franklin India Prima +
HDFC TOP 200
HDFC Equity
IDFC Premier
ING Dividend yield
RELIANCE Equity Opp
RELIANCE Growth
RELIANCE Vision
SBI Global 94
SBI Emerging Business
TATA Dividend yield

.
.
.
.
.
.
.

115,083
117,310
120,694
117,914
121,745
115,377
120,706
119,112
118,286
115,712
119,563
117,683
119,900
117,339
117,338
118,542
122,601
119,226

-7.81
-4.30
1.12
-3.32
2.82
-7.41
1.14
-1.42
-2.74
-6.82
-0.07
-3.71
-0.19
-4.25
-4.26
-2.34
4.21

371,697
427,789
462,615
407,810
424,268
451,817
242,051
411,682
414,778
421,578
447,774
436,391
453,960
390,595
385,510
433,870
491,300
443,151

2.12
11.70
17.23
8.40
8.89

654,658 3.47 1,111,795 7.93

856,463 14.33 1,393,976 14.30
896,792 16.21 1,432,771 15.07
768,711 9.93 1,376,544 13.95
795,080 9.79
14.10

3,442,900 20.07

782,489
750,414
799,600
808,635
887,219
856,696
848,357
721,028
688,681
748,505
856,150
845,958

3,747,501
3,724,996
4,399,041
4,317,659

3,456,743 20.14
4,368,600 21.64

15.52
10.65
9.04
9.56
10.68
14.90
13.09
15.87
5.45
4.50
12.69
21.58

10.65 1,344,588

13.28

8.96 1,312,002

12.59

11.53 1,424,890

14.92

11.99 1,416,525

14.75

21.64
21.53
21.59
24.27

15.77
14.35
13.93
7.34 1,278,755

11.87

5.50 1,166,862

9.29

8.85 1,216,756

10.47

14.17 1,323,127

12.83

4,902,748 26.62
3,659,106 21.20
4,239,116 23.93

-1.24
14.17
13.82 1,387,197 14.16
.
IT IS ADVISED TO BE INVESTED FOR MORE THAN 5 YEARS IN EQUITY FUNDS TO GET GOOD

RESULTS, BEATING MARKET VOLATILITY

#Figures as per PERFORMANCE WATCH FEB 2012

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