Momentum Mutual Fund – July 2023

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 (2 nos.) 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. Portfolio amount is shown respectively for each mutual funds and Nifty index fund.. All the funds have seen an increase in the portfolio amount, with MMF1 showing the highest returns and 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. 234,241.92, Moderate MF is Rs. 234,436.20, and Conservative MF is Rs. 234,346.64. The portfolio amount for NIFTY is Rs. 226,359.82. All the funds have seen an increase in the portfolio amount, with Aggressive 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.

We have added one more row showing Bank saving interest rates considering 7.25% with monthly cumulative option. 

Overall, the table indicates that the investments made through SIPs have yielded positive returns across all the funds.

Performance of 10000 SIP From 1st April, 2022.
Fund Name Investment Amount Portfolio Amount
MMF1 200,000.00 233,823.04
MMF2 200,000.00 234,077.95
MMF3 200,000.00 235,407.61
NIFTY 200,000.00 226,359.82
Portfolio Investment Amount Portfolio Amount
Aggressive MF 200,000.00 234,241.92
Moderate MF 200,000.00 234,436.20
Conservative MF 200,000.00 234,346.64
NIFTY 200,000.00 226,359.82
BANK SAVINGS AC (7.25%) 200,000.00 209,467.09

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