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 |