Mutual Fund Lumpsum Returns

Submit
Scheme Name Launch Date AUM (Crore) Expense Ratio (%) Invested Amount Current Value Annualized Return (%) Action
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 50012.07 1.49 10000.0 28726.72 23.47 Invest Now
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 6123.68 1.77 10000.0 25172.66 20.25 Invest Now
ICICI Prudential Multicap Fund - Growth 01-10-1994 16147.5 1.73 10000.0 23288.2 18.4 Invest Now
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 3147.19 1.96 10000.0 22622.45 17.71 Invest Now
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 01-01-2013 2915.11 1.98 10000.0 21623.58 16.66 Invest Now
quant Multi Cap Fund-GROWTH OPTION - Regular Plan 21-03-2001 8815.78 1.76 10000.0 21233.79 16.23 Invest Now
Invesco India Multicap Fund - Growth Option 17-03-2008 4258.67 1.88 10000.0 20846.7 15.81 Invest Now
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 1348.85 2.02 10000.0 19590.61 14.38 Invest Now
NIFTY500 MULTICAP 50:25:25 TRI 01-04-2005 - - 10000.0 23120.1 18.24

Disclaimer : We have gathered all the data, information, statistics from the sources believed to be highly reliable and true. All necessary precautions have been taken to avoid any error, lapse or insufficiency; however, no representations or warranties are made (express or implied) as to the reliability, accuracy or completeness of such information. We cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing herein. The user is advised to verify the contents of the report independently.

Returns less than 1 year are in absolute (%) and greater than 1 year are compounded annualised (CAGR %). SIP returns are shown in XIRR (%).

The Risk Level of any of the schemes must always be commensurate with the risk profile, investment objective or financial goals of the investor concerned. Mutual Fund Distributors (MFDs) or Registered Investment Advisors (RIAs) should assess the risk profile and investment needs of individual investors into consideration and make scheme(s) or asset allocation recommendations accordingly.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance may or may not be sustained in the future. Investors should always invest according to their risk profile and consult with their mutual fund distributors or financial advisor before investing.

Frequently Asked Questions

A mutual fund lumpsum calculator helps estimate returns when you invest a one-time amount in mutual funds.

Choose funds with strong historical returns, low risk, and consistent performance for your investment goals.

Lumpsum investing can work well in rising markets or when you have surplus funds you want fully invested immediately.

SIP spreads your investment over time, while lumpsum invests all at once; each has different risk and timing benefits.

A lumpsum investment plan involves putting a large one-time amount into selected mutual funds for long-term growth.

Whatsapp Img