Focused fund SIP returns
What ₹10,000 a month grew to in every focused fund, to 11 Nov 2026.
Category average, 5 years
11.5%
₹6.00 L became ₹7.94 L
NIFTY 500 Index, 5 years
10.7%
became ₹7.79 L
Highest, 5 years
18.1%
Invesco India Focused Fund
Regular plan, Growth option.
₹10,000 a month for 5 years: ₹6.00 L invested
| Fund | ||||
|---|---|---|---|---|
| Category average | ₹7.94 L | 11.5% | ||
| NIFTY 500 Index | ₹7.79 L | 10.7% | ||
| ₹9.29 L | 18.1% | ₹6,229 Cr | 1.94% | |
| ₹8.69 L | 15.2% | ₹17,168 Cr | 2.15% | |
| ₹8.58 L | 14.7% | ₹26,553 Cr | 1.70% | |
| ₹8.52 L | 14.4% | ₹50,180 Cr | 1.60% | |
| ₹8.51 L | 14.4% | ₹1,845 Cr | 2.72% | |
| ₹8.21 L | 12.9% | ₹4,273 Cr | 2.05% | |
| ₹8.21 L | 12.9% | ₹2,087 Cr | 2.24% | |
| ₹8.20 L | 12.8% | ₹1,751 Cr | 2.26% | |
| ₹8.07 L | 12.2% | ₹2,503 Cr | 2.12% | |
| ₹8.04 L | 12.0% | ₹7,512 Cr | 1.92% | |
| ₹7.96 L | 11.6% | ₹825 Cr | 3.46% | |
| ₹7.96 L | 11.6% | ₹6,496 Cr | 2.15% | |
| ₹7.93 L | 11.4% | ₹2,730 Cr | 2.19% | |
| ₹7.90 L | 11.3% | ₹433 Cr | 2.57% | |
| ₹7.84 L | 11.0% | ₹1,930 Cr | 2.29% | |
| ₹7.83 L | 10.9% | ₹274 Cr | 2.85% | |
| ₹7.63 L | 9.8% | ₹2,310 Cr | 2.25% | |
| ₹7.53 L | 9.3% | ₹8,075 Cr | 2.05% | |
| ₹7.52 L | 9.2% | ₹1,032 Cr | 2.32% | |
| ₹7.31 L | 8.1% | ₹10,476 Cr | 1.91% | |
| ₹7.27 L | 7.9% | ₹6,350 Cr | 2.16% | |
| ₹7.25 L | 7.7% | ₹171 Cr | 3.65% | |
| ₹7.19 L | 7.4% | ₹10,410 Cr | 1.92% | |
| ₹7.20 L | 7.4% | ₹1,625 Cr | 2.28% | |
| ₹7.16 L | 7.3% | ₹520 Cr | 2.98% |
25 funds with 5 years of history; 3 younger funds left out. Click a heading to sort.
How are focused fund SIP returns worked out?
₹10,000 is invested every month on the same day of the month as the latest NAV, the last instalment on that day, so a 1-year SIP has 12 instalments. Units are bought at each day's NAV and valued at the latest NAV. The return is XIRR: the yearly rate that turns the instalments into today's value.
Why is SIP return different from the fund's trailing return?
A trailing return measures one lump sum invested at the start. In a SIP most of the money goes in later, so recent months weigh more. After a rise near the end a SIP return is higher than the trailing return; after a fall, lower.
Does a high past SIP return mean a good fund to start a SIP in?
Not on its own. SIP returns over 1 to 3 years depend heavily on where the market ended. Look at 5 and 10 years, at the fund's rolling returns and at how it ranked in its category year by year.
Worked out from each fund's own daily NAV. Past performance does not indicate future returns.