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Mutual Fund Performance Dashboard

Goal Based Plans

How your investments in different asset classes can accumulate to after 25 years

AFTER 25 YEARS, IT WOULD HAVE ACCUMULATED TO

Fixed Deposit

FIXED DEPOSIT

@7% Return

Gold

GOLD

@9% Return

sensex

SENSEX

@12% Return

Smart Financial Services

Smart Financial Services

@14% Return

Monthly Investment

Mutual Fund Research

Top Performing Mutual Funds

Scheme Name 1 Year Return(%) 3 Years Return(%) 5 Years Return(%)
CPSE ETF... 88.94 52.64 33.6
Nippon India ETF Nifty PS... 32.3 40.31 23.09
BANK OF INDIA Credit Risk... 6.0 39.11 10.18
Bharat 22 ETF... 55.58 38.43 28.5
ICICI Prudential BHARAT 2... 54.73 38.07 27.99

Top Performing Systematic Investment Plan

Scheme Name Invested Amount Current Value Return(%)
Nippon India Multi Cap Fu... 180000 422763.72 36.02
Nippon India Multi Cap Fu... 180000 422763.72 36.02
Nippon India Multi Cap Fu... 180000 413519.12 35.04
Nippon India Multi Cap Fu... 180000 413519.12 35.04
Quant Active Fund-GROWTH ... 180000 405755.98 34.21

Top Mutual Funds in India - Lump sum returns

Scheme Name Invested Amount Current Value Annualized Return (%)
Quant Active Fund-GROWTH ... 10000 46119.63 35.72
Quant Active Fund-GROWTH ... 10000 43311.68 34.02
Mahindra Manulife Multi C... 10000 39005.63 31.25
Nippon India Multi Cap Fu... 10000 36232.41 29.33
Nippon India Multi Cap Fu... 10000 36232.41 29.33

What our client says

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