SIP returns data to analyze fund performance

POSTED BY Raj ON December 1, 2012 3:46 am ONE COMMENT

Does anyone care about SIP returns while picking mutual funds to invest? I did a small excercise to collect past SIP returns upto 10 years. Is this data any good in analyzing past performance?

Edit: Forgot to mention this data is from monthly investment of 1000 monthly on first of the month.

 

Scheme Name 1 2 3 4 5 6 7 8 9 10
HDFC Balanced-G 16.36 9.74 10.40 16.61 15.17 14.32 14.07 14.57 15.22 16.53
HDFC Prudence-G 18.51 8.86 8.91 16.36 15.02 14.19 14.59 16.05 17.63 20.16
HDFC Top 200-G 22.98 8.53 7.46 14.32 12.88 12.67 13.54 15.87 18.08 22.04
Franklin India Bluechip-G 21.65 9.75 8.67 14.53 12.62 11.76 12.36 14.27 15.99 19.54
DSPBR Top 100 Eqt Reg-G 22.89 10.23 8.39 13.04 11.35 11.26 12.56 15.01 17.04  
Quantum Long Term Equity-G 23.30 11.09 10.29 18.03 16.00 14.89        
ICICI Pru Focused Bluechip Equity Retail-G 24.70 11.74 10.90 17.07            
UTI Opportunities-G 25.54 14.23 12.61 18.25 16.11 15.60 15.19      
Reliance Equity Opportunities-G 33.61 17.16 15.02 23.45 19.83 17.30 16.87      
IDFC Premier Equity Plan A-G 33.59 17.05 14.70 22.40 19.18 19.06 19.99      
HDFC Mid-Cap Opportunities- G 25.41 13.50 13.06 21.42 18.33          
SBI Magnum Emerging Businesses-G 46.91 27.84 23.69 31.50 24.18 19.93 18.02 18.44    
DSPBR Equity-G 23.72 9.02 7.35 13.65 11.91          
HDFC Equity-G 22.09 7.03 6.65 15.41 13.77 12.95 13.51 15.83 18.03 21.89
BNP Paribas Dividend Yield-G 28.97 13.58 11.39 17.20 15.27 14.00 12.93      
Templeton India Eqt Income-G 26.38 10.52 9.05 15.89 12.99 12.09        
Templeton India Growth-G 21.26 6.34 4.49 11.78 10.06 10.07 11.02 12.78 14.46 18.03
DSPBR Opportunities-G 26.06 8.19 6.39 12.46 10.29 9.48 10.13 12.32 14.63 18.91
Franklin India Prima Plus-G 27.45 12.96 10.76 15.52 13.07 12.05 12.88 14.99 17.00 20.42
Kotak Gold ETF 13.37 21.13 22.76 22.91 22.80        

One reply on this article “SIP returns data to analyze fund performance”

  1. Nice work. Thank you for sharing. Goes to show that in the long run a12% return is realistic on average.

    I have a SIP compounded annual growth rate calculator as an excel file in my website.

    freefincal.wordpress.com

    It has been tested with moneycontrol data.

    Use it to monitor the performance of your ongoing SIPs and lumpsum investments.

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