Close Menu
Fund Focus News
    Facebook X (Twitter) Instagram
    Trending
    • SBI Mutual Fund Files IPO Papers with SEBI, Plans to offer 20.37 Crore Shares Via OFS
    • Mid-cap, small-cap mutual fund AUM jumps to ₹8.26 lakh crore, clocking up to 40% CAGR in 5 years; SIP inflows rise 15% YoY amid volatility
    • Will Crypto ETFs Have Lasting Appeal?
    • Best ASX Dividend ETFs: A Look at SYI vs VHY
    • Consumption funds: Hold if you can withstand volatility, invest for 5 yrs | Personal Finance
    • Specialised Investment Funds face first real stress test in volatile markets, deliver mixed early returns
    • Bank of Maharashtra Pays ₹8 Crore Interest on Basel III Tier II Bonds
    • World markets regain ground as oil prices fall sharply – The Irish Times
    Facebook X (Twitter) Instagram
    Fund Focus News
    • Home
    • Bonds
    • ETFs
    • Funds
    • Investments
    • Mutual Funds
    • Property Investments
    • SIP
    Fund Focus News
    Home»Mutual Funds»This mutual fund has turned ₹10,000 monthly SIP into ₹27.67 lakh in 10 years
    Mutual Funds

    This mutual fund has turned ₹10,000 monthly SIP into ₹27.67 lakh in 10 years

    March 3, 2025


    SBI Banking & Financial Services Fund, which focuses on banking and financial sector stocks, has completed 10 years. The fund has delivered a return of 14.94% (Direct Plan) and 13.73% (Regular Plan) since its launch on February 26, 2015.

    Index Fund Corner

    Sponsored

    Scheme Name 1-Year Return Invest Now Fund Category Expense Ratio
    Axis Nifty 50 Index Fund +32.80% Invest Now Equity: Large Cap 0.12%
    Axis Nifty 100 Index Fund +38.59% Invest Now Equity: Large Cap 0.21%
    Axis Nifty Next 50 Index Fund +71.83% Invest Now Equity: Large Cap 0.25%
    Axis Nifty 500 Index Fund — Invest Now Equity: Flexi Cap 0.10%
    Axis Nifty Midcap 50 Index Fund +46.03% Invest Now Equity: Mid Cap 0.28%

    A systematic investment plan (SIP) of ₹10,000 per month since inception (total investment of ₹12 lakh) would have grown to ₹27.67 lakh, delivering a CAGR of 15.98%, the fund house said.

    A lumpsum investment of ₹1 lakh at inception would have grown to ₹4.03 lakh (Direct Plan) and ₹3.62 lakh (Regular Plan) as of February 26, 2025.

    Over five years, the fund delivered a CAGR of 14.26%, while the benchmark Nifty Financial Services TRI returned 12.62%.

    Over three years, the fund achieved 15.71%, outperforming the benchmark’s 10.22%. In the last year, the scheme returned 14.82%, compared to the benchmark’s 14.38%.

    The fund’s assets under management (AUM) stood at ₹6,481 crore as of January 31, 2025. Milind Agrawal has been managing the scheme, the fund house stated.

    SIP returns have varied across different periods.

    The fund has delivered 17.46% CAGR over five years and 16.37% over three years.

    The Nifty Financial Services TRI recorded returns of 13.44% (five years) and 11.14% (three years).

    While past performance does not guarantee future returns, the fund has shown strong sector-focused growth.

    Investors should, however, evaluate their financial goals before investing.

    ALSO READ | This mutual fund has turned ₹10,000 monthly SIP into ₹6.75 crore in 32 years



    Source link

    Share. Facebook Twitter Pinterest LinkedIn Tumblr Telegram Email

    Related Posts

    SBI Mutual Fund Files IPO Papers with SEBI, Plans to offer 20.37 Crore Shares Via OFS

    March 23, 2026

    Mid-cap, small-cap mutual fund AUM jumps to ₹8.26 lakh crore, clocking up to 40% CAGR in 5 years; SIP inflows rise 15% YoY amid volatility

    March 23, 2026

    Specialised Investment Funds face first real stress test in volatile markets, deliver mixed early returns

    March 23, 2026
    Leave A Reply Cancel Reply

    Top Posts

    The Shifting Landscape of Art Investment and the Rise of Accessibility: The London Art Exchange

    September 11, 2023

    Charlie Cobham: The Art Broker Extraordinaire Maximizing Returns for High Net Worth Clients

    February 12, 2024

    The Unyielding Resilience of the Art Market: A Historical and Contemporary Perspective

    November 19, 2023

    Will Crypto ETFs Have Lasting Appeal?

    March 23, 2026
    Don't Miss
    Mutual Funds

    SBI Mutual Fund Files IPO Papers with SEBI, Plans to offer 20.37 Crore Shares Via OFS

    March 23, 2026

    SBI Chairman CS Setty, on earlier occasions, has indicated that the IPO filing is expected…

    Mid-cap, small-cap mutual fund AUM jumps to ₹8.26 lakh crore, clocking up to 40% CAGR in 5 years; SIP inflows rise 15% YoY amid volatility

    March 23, 2026

    Will Crypto ETFs Have Lasting Appeal?

    March 23, 2026

    Best ASX Dividend ETFs: A Look at SYI vs VHY

    March 23, 2026
    Stay In Touch
    • Facebook
    • Twitter
    • Pinterest
    • Instagram
    • YouTube
    • Vimeo
    EDITOR'S PICK

    2 Simple ETFs to Buy With $1,000 and Hold for a Lifetime

    October 16, 2025

    3 Monthly-Paying Dividend ETFs Perfect for Retirement Income

    July 27, 2025

    U.S. Treasury, IRS Approve Crypto ETF Staking Guidance

    November 10, 2025
    Our Picks

    SBI Mutual Fund Files IPO Papers with SEBI, Plans to offer 20.37 Crore Shares Via OFS

    March 23, 2026

    Mid-cap, small-cap mutual fund AUM jumps to ₹8.26 lakh crore, clocking up to 40% CAGR in 5 years; SIP inflows rise 15% YoY amid volatility

    March 23, 2026

    Will Crypto ETFs Have Lasting Appeal?

    March 23, 2026
    Most Popular

    🔥Juve target Chukwuemeka, Inter raise funds, Elmas bid in play 🤑

    August 20, 2025

    💵 Libra responds after Flamengo takes legal action and ‘freezes’ funds

    September 26, 2025

    ₹10,000 monthly SIP in this mutual fund has grown to ₹1.52 crore in 22 years

    September 17, 2025
    © 2026 Fund Focus News
    • Get In Touch
    • Privacy Policy
    • Terms and Conditions

    Type above and press Enter to search. Press Esc to cancel.