Momentum Mutual Fund – May 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. And
portfolio amount is Rs.
197,423.80,
196,365.38, 195,280.93, 194,294.68 respectively. 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.
196,571.85,
Moderate MF is Rs.
196,356.70,
and Conservative MF is Rs.
196,358.87.
The portfolio amount for NIFTY is Rs.179,468.94. 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.

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 180,000.00 197,423.80
MMF2 180,000.00 196,365.38
MMF3 180,000.00 195,280.93
NIFTY 180,000.00 194,294.68
Portfolio Investment Amount Portfolio Amount
Aggressive MF 180,000.00 196,571.85
Moderate MF 180,000.00 196,356.70
Conservative MF 180,000.00 196,358.87
NIFTY 180,000.00 194,294.68


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