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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... 67.92 44.27 30.6
BANK OF INDIA Credit Risk... 6.18 39.45 10.65
Bharat 22 ETF... 48.43 34.1 25.99
ICICI Prudential BHARAT 2... 48.37 33.89 25.78
SBI PSU Fund - Regular Pl... 61.66 33.17 24.9

Top Performing Systematic Investment Plan

Scheme Name Invested Amount Current Value Return(%)
Nippon India Multi Cap Fu... 180000 394280.53 32.88
Nippon India Multi Cap Fu... 180000 394280.53 32.88
Nippon India Multi Cap Fu... 180000 385529.97 31.9
Nippon India Multi Cap Fu... 180000 385529.97 31.9
Mahindra Manulife Multi C... 180000 361958.77 29.16

Top Mutual Funds in India - Lump sum returns

Scheme Name Invested Amount Current Value Annualized Return (%)
Quant Active Fund-GROWTH ... 10000 36937.45 29.83
Quant Active Fund-GROWTH ... 10000 34641.63 28.17
Mahindra Manulife Multi C... 10000 32872.8 26.84
Nippon India Multi Cap Fu... 10000 31823.29 26.02
Nippon India Multi Cap Fu... 10000 31823.29 26.02

What our client says

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