10-year SIP returns - Sundaram Mutual

SCOREBOARD

10-year SIP returns

What will `5,000 monthly SIP adding up to `6 lakh over the past ten years be worth today? Figures under 5-yr and 10-yr indicate returns and in brackets the value in ` lakh

Scheme Name

Rating

5 Year Return Value

(%) (` lakh)

Sundaram Select Midcap Reg

22.89 5.29

HDFC Equity

19.66 4.89

ICICI Pru Dynamic Reg

19.29 4.85

HDFC Prudence

19.84 4.91

SBI Magnum Global

21.83 5.15

HDFC Top 200

17.81 4.68

Canara Robeco Equity Tax Saver

16.98 4.58

Sahara Tax Gain

20.49 4.99

ICICI Pru Tax Plan Reg

21.58 5.12

Birla Sun Life Frontline Equity 18.26 4.73

UTI Mid Cap

25.53 5.63

Tata Equity PE Plan A

19.85 4.91

HDFC Taxsaver

19.72 4.90

DSPBR Equity

16.61 4.54

Franklin India Prima

23.81 5.41

HDFC Balanced

20.08 4.94

Birla Sun Life Mid Cap

18.38 4.74

HDFC Childrens Gift Inv

20.90 5.04

SBI Magnum Multiplier Plus

17.43 4.63

Reliance Growth

16.13 4.49

Franklin India Prima Plus

17.56 4.65

HDFC Capital Builder

18.66 4.77

Tata Balanced Plan A

18.44 4.75

Canara Robeco Equity Diversified 16.70 4.55

Birla Sun Life Equity

19.80 4.91

SBI Magnum Taxgain

17.65 4.66

Franklin India Taxshield

18.01 4.70

Birla Sun Life Dividend Yield Plus

16.34 4.51

Tata Midcap Growth Plan A

22.23 5.20

ICICI Pru Top 100 Reg

18.55 4.76

UTI Equity

17.95 4.69

HDFC Growth

15.26 4.39

DSPBR Top 100 Equity Reg

14.69 4.33

Birla Sun Life 95

16.57 4.54

Tata Ethical Plan A

18.17 4.72

HDFC Long Term Advantage

18.87 4.80

Canara Robeco Balance Reg 16.34 4.51

Sahara Growth

16.01 4.47

10 Year Return Value

(%) (` lakh) 21.29 18.45 19.79 17.02 19.35 16.61 19.32 16.59 19.20 16.48 18.94 16.25 18.87 16.20 18.74 16.07 18.57 15.93 18.51 15.88 18.50 15.87 18.40 15.78 18.27 15.67 18.20 15.62 17.90 15.36 17.83 15.31 17.78 15.27 17.61 15.13 17.49 15.03 17.41 14.97 17.40 14.96 17.33 14.90 17.20 14.79 17.15 14.75 17.09 14.71 17.06 14.68 17.00 14.64 16.88 14.54 16.77 14.46 16.71 14.41 16.71 14.41 16.65 14.37 16.65 14.37 16.48 14.24 16.48 14.23 16.35 14.14 16.23 14.04 15.81 13.73

Scheme Name

Rating

5 Year Return Value

(%) (` lakh)

SBI Magnum Equity

14.65 4.33

ICICI Pru Child Care-Gift Reg

20.27 4.96

ICICI Pru Top 200 Reg

17.52 4.64

DSPBR Opportunities

15.72 4.44

HDFC Index Sensex Plus

15.29 4.40

Franklin India Bluechip

14.03 4.26

ICICI Pru Balanced Reg

19.73 4.90

Goldman Sachs Nifty Junior BeES

16.63 4.54

Tata Pure Equity Plan A

14.62 4.32

Templeton IGF

14.03 4.26

Sundaram Taxsaver

13.86 4.24

Taurus Starshare

14.84 4.35

SBI Magnum Balanced

16.39 4.52

Tata Equity Opportunities Plan A 16.12 4.49

Reliance Vision

15.47 4.41

HSBC India Opportunities

18.50 4.75

Franklin India Life Stage FoF 20s

14.26 4.29

Taurus Tax Shield

13.27 4.18

Birla Sun Life Tax Relief 96

16.28 4.50

Kotak 50

13.66 4.22

ING Core Equity

15.36 4.40

ICICI Pru SPIcE

Not Rated 14.64 4.33

Birla Sun Life Tax Plan

17.33 4.62

Principal Tax Savings

20.14 4.95

SBI Contra

11.35 3.99

Birla Sun Life Advantage

17.88 4.68

Tata Tax Saving

16.53 4.53

ICICI Pru Index Reg

13.78 4.24

Baroda Pioneer Growth

12.63 4.12

UTI Mastershare

14.59 4.32

DSPBR Balanced

12.29 4.08

Franklin India Balanced

14.69 4.33

Goldman Sachs Nifty BeES

13.42 4.20

DWS Alpha Equity

13.29 4.18

Birla Sun Life Asset Allocation Agg

11.80 4.03

DWS Investment Opportunity

12.39 4.09

Principal Personal Tax Saver

15.06 4.37

UTI Master Plus '91

15.13 4.38

10 Year Return Value

(%) (` lakh) 15.81 13.73 15.72 13.67 15.69 13.64 15.65 13.62 15.62 13.59 15.61 13.58 15.54 13.53 15.51 13.51 15.49 13.50 15.33 13.38 15.16 13.26 14.85 13.04 14.81 13.01 14.81 13.01 14.80 13.00 14.78 12.99 14.47 12.78 14.39 12.72 14.35 12.69 14.34 12.69 14.29 12.66 14.25 12.63 14.23 12.62 14.14 12.56 14.12 12.54 14.11 12.53 14.05 12.50 13.99 12.45 13.94 12.42 13.94 12.42 13.85 12.36 13.77 12.31 13.62 12.21 13.57 12.18 13.47 12.11 13.34 12.03 13.33 12.02 13.33 12.02

Mutual Fund Insight August 2014 87

SCOREBOARD

Scheme Name

Rating

ICICI Pru Advisor-LT Savings Reg Sundaram Select Focus Reg HSBC Equity Franklin IIF BSE Sensex Principal Growth

Escorts Growth

Not Rated

Franklin IIF NSE Nifty Kotak Balance Tata Index Nifty Plan A Principal Balanced Franklin India Opportunities UTI Nifty Index Fund UTI Balanced

ING Large Cap Equity

Not Rated

Tata Index Sensex Plan A Principal Index Nifty Birla Sun Life Index

ICICI Pru Advisor-Very Aggressive Not Rated

SBI Nifty Index HDFC Index Sensex

Escorts Balanced

Not Rated

UTI Equity Tax Savings Sundaram Growth Reg HDFC Index Nifty LIC Nomura MF Index Sensex Baroda Pioneer ELSS 96

HDFC Large Cap Reg

Not Rated

ING Tax Savings

Taurus Discovery

UTI CCP Advantage

ING Balanced

LIC Nomura MF Index Nifty

LIC Nomura MF Index Sensex Adv Not Rated

JM Balanced

Sundaram Balanced Reg

LIC Nomura MF Equity

Taurus Bonanza

LIC Nomura MF Growth

Baroda Pioneer Balance

LIC Nomura MF Balanced

LIC Nomura MF Tax Plan

JM Equity

LIC Nomura MF ULIS

Escorts Tax Plan

Not Rated

5 Year Return Value

(%) (` lakh)

10 Year Return Value

(%) (` lakh)

13.53 4.21 13.28 11.99 12.40 4.09 13.23 11.96 13.59 4.21 13.17 11.92 12.99 4.15 12.99 11.81 19.67 4.89 12.94 11.78 16.10 4.48 12.94 11.78 13.05 4.16 12.89 11.74 12.93 4.15 12.87 11.73 12.98 4.15 12.86 11.73 15.31 4.40 12.83 11.71 14.37 4.30 12.80 11.69 13.13 4.17 12.76 11.66 14.20 4.28 12.64 11.58 13.00 4.15 12.49 11.49 12.98 4.15 12.40 11.44 13.33 4.19 12.31 11.38 12.59 4.11 12.30 11.38 10.89 3.94 12.26 11.35 12.85 4.14 12.15 11.29 13.62 4.22 12.14 11.28 14.98 4.36 12.08 11.24 14.41 4.30 11.94 11.17 11.66 4.02 11.82 11.09 13.25 4.18 11.76 11.06 13.33 4.19 11.65 10.99 14.33 4.29 11.54 10.93 12.22 4.08 11.51 10.91 13.56 4.21 11.44 10.87 19.01 4.81 11.32 10.80 14.39 4.30 11.22 10.74 12.04 4.06 11.19 10.73 13.15 4.17 11.08 10.66 13.29 4.18 10.86 10.54 16.51 4.53 10.83 10.52 10.01 3.86 10.79 10.50 13.22 4.18 10.74 10.47 11.21 3.97 10.52 10.35 12.01 4.05 10.35 10.26 13.06 4.16 10.05 10.10 11.26 3.98 9.72 9.92 13.04 4.16 9.47 9.79 11.57 4.01 8.43 9.27 9.41 3.80 8.10 9.11 4.27 3.34 4.04 7.37

88 Mutual Fund Insight August 2014

`18.45 lakh

Worth of `5,000 SIP in Sundaram Select Midcap Regular over past ten years; the fund with the highest gains

`6.21 lakh

Worth of `5,000 SIP in Birla Sun Life Pure Value Fund over past five years; the fund with the highest gains

12% p.a.

THE LEAST THAT an SIP would have earned over the past 15 years

25% p.a.

THE MOST THAT an SIP would have earned over the past 15 years

71 120 OF

FUNDS

Earned more than Goldman Sachs Nifty ETS over the past ten years

119 120 OF

FUNDS

Yielded more than the 8.3% guaranteed by Post Office Recurring Deposit over the past ten years

THE SIP FREQUENCY

SIP is a technique to keep investing irrespective of market ups and downs to average costs

There is no basis for saying that a particular frequency of investment is the most profitable

To get the best out of your SIP, you need to keep it simple by following a natural savings cycle to decide the optimum SIP frequency

SIP should be a function of your convenience and natural earning and investing cycle, be it monthly, weekly or quarterly

Over the long term the returns from daily, weekly, monthly and quarterly SIP when investing in the Sensex comes to 10.29, 10.53%, 10.44% and 10.84%, respectively

Data as on June 30, 2014

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