Site icon Jagoinvestor

SIP returns data to analyze fund performance

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        
Exit mobile version