Investment Fund Performance Overview
Here’s a snapshot of various investment funds based on a £1000 Systematic Investment Plan (SIP) over different timeframes.
HSBC Consumption Fund – Direct Plan – Growth
Today’s value: £1000 SIP
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3 years: £4,175.80 (47.30%)
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5 years: £4,175.80 (47.30%)
- Start SIP
HSBC Infrastructure Fund – Direct Plan (G)
Today’s value: £1000 SIP
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3 years: £26,994.20 (38.94%)
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5 years: £104,636.30 (37.21%)
- Start SIP
Tata Business Cycle Fund – Direct (G)
Today’s value: £1000 SIP
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3 years: £24,720.00 (33.19%)
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5 years: £24,720.00 (33.19%)
- Start SIP
HSBC Value Fund – Direct Plan (G)
Today’s value: £1000 SIP
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3 years: £24,817.00 (33.44%)
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5 years: £91,932.70 (32.30%)
- Start SIP
HSBC Business Cycles Fund – Direct Plan (G)
Today’s value: £1000 SIP
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3 years: £24,705.80 (33.16%)
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5 years: £88,099.00 (30.71%)
- Start SIP
HDFC Flexi Cap Fund – Direct Plan – (G)
Today’s value: £1000 SIP
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3 years: £23,768.50 (30.68%)
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5 years: £88,072.00 (30.69%)
- Start SIP
Axis Small Cap Fund – Regular Plan (G)
Today’s value: £1000 SIP
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3 years: £22,177.80 (26.34%)
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5 years: £88,013.90 (30.67%)
- Start SIP
Tata Digital India Fund – Direct Plan (G)
Today’s value: £1000 SIP
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3 years: £20,581.50 (21.77%)
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5 years: £86,301.50 (29.94%)
- Start SIP
Tata Equity P/E Fund – Direct Plan (G)
Today’s value: £1000 SIP
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3 years: £24,583.20 (32.84%)
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5 years: £85,029.50 (29.39%)
- Start SIP
Tata Focused Equity Fund – Direct Plan (G)
Today’s value: £1000 SIP
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3 years: £22,012.00 (25.87%)
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5 years: £69,944.70 (26.92%)
- Start SIP
Axis Mid Cap Fund – Regular Plan (G)
Today’s value: £1000 SIP
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3 years: £22,016.30 (25.89%)
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5 years: £77,873.20 (26.17%)
- Start SIP
TATA Dividend Yield Fund – Direct Plan (G)
Today’s value: £1000 SIP
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3 years: £22,398.60 (26.95%)
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5 years: £28,010.40 (25.61%)
- Start SIP
HSBC Focused Fund – Direct Plan (G)
Today’s value: £1000 SIP
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3 years: £21,376.40 (24.07%)
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5 years: £46,363.30 (23.51%)
- Start SIP
Canara Robeco Focused Equity Fund – Direct Plan (G)
Today’s value: £1000 SIP
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3 years: £1,983.10 (26.25%)
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5 years: £7,411.70 (22.30%)
- Start SIP
Mirae Asset Focused Fund – Direct Plan (G)
Today’s value: £1000 SIP
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3 years: £17,914.60 (13.59%)
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5 years: £63,984.10 (19.16%)
- Start SIP
Canara Robeco Focused Equity Fund – Regular Plan (G)
Today’s value: £1000 SIP
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3 years: £1,564.50 (16.46%)
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5 years: £6,730.80 (18.51%)
- Start SIP
Mirae Asset Focused Fund – Regular Plan (G)
Today’s value: £1000 SIP
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3 years: £17,509.60 (12.28%)
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5 years: £61,185.40 (17.60%)
- Start SIP
Mirae Asset Money Market Fund – Direct Plan (G)
Today’s value: £1000 SIP
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3 years: £15,860.80 (6.73%)
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5 years: £15,860.80 (6.73%)
- Start SIP
Mirae Asset Money Market Fund – Regular Plan (G)
Today’s value: £1000 SIP
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3 years: £15,754.00 (6.36%)
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5 years: £15,754.00 (6.36%)
- Start SIP
