This table shows the
performance of a portfolio of investments made through a Systematic Investment
Plan (SIP) of Rs.10,000 per month from 1st April 2022. Also, it includes
lumpsum investments made during this period when market correction happened.
The table includes the
names of the funds, investment amounts, and the corresponding portfolio amounts
as of a today.
The table includes four
different index funds, namely MMF1, MMF2, MMF3, and NIFTY. The portfolio amount
for MMF1 is Rs.178,389.96, MMF2 is Rs.181,679.57, MMF3 is Rs.181,558.49, and
NIFTY is Rs.179,468.94. All of the funds have seen an increase in the portfolio
amount, with MMF2 showing the highest returns and also it is outperforming NIFTY
index.
The table also includes a combination
of portfolio with three mutual funds, MMF1, MMF2, and MMF3, namely Aggressive Mutual
Fund, Moderate Mutual Fund, and Conservative Mutual Fund, along with comparison
with NIFTY index fund. The portfolio amounts for Aggressive MF is
Rs.180,339.51, Moderate MF is Rs.180,542.67, and Conservative MF is
Rs.180,826.90. The portfolio amount for NIFTY is Rs.179,468.94. All of the
funds have seen an increase in the portfolio amount, with Conservative MF
showing the highest returns.
All mutual funds and Nifty
have also provided positive returns. The portfolio amount for all mutual funds
and Nifty is higher than the investment amount, indicating a positive return.
Overall, the table
indicates that the investments made through SIPs have yielded positive returns
across all the funds, with some funds showing higher returns than others.
0 Comments