SIP Calculator by Fund Name – Calculate Returns with Real Historical NAV
Search our database of India's most popular mutual funds. Each dedicated page features a historical SIP return calculator powered by real NAV data, letting you backtest performance accurately instead of relying on fixed-rate assumptions.
Total US Stock Market
Vanguard Total Stock Market Inst Plus
The premier institutional share class of the Vanguard Total Stock Market Index Fund, offering rock-bottom cost (0.02%) exposure to over 3,600 publicly traded US corporations across all market capitalizations.
Vanguard Total Stock Market Admiral
The flagship retail share class of the Vanguard Total Stock Market Index Fund. VTSAX offers complete coverage of the entire investable US stock market across 3,600+ companies.
Fidelity Strategic Advisers US Total Stock
FCTDX is a mega-scale multi-manager total stock market fund managed by Fidelity Strategic Advisers. It combines proprietary quantitative modeling, underlying active/passive sub-advisers, and ETF allocations to capture broad US equity growth with factor enhancements.
SPDR S&P 1500 Broad Market (SPTM)
SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) provides broad-market total US equity exposure by tracking the S&P Composite 1500 Index. It combines the S&P 500 (large cap), S&P 400 (mid cap), and S&P 600 (small cap) into a single ultra-low-cost 0.03% vehicle.
Large Blend (US)
Fidelity 500 Index
Fidelity's flagship S&P 500 index fund, offering the lowest retail expense ratio in the industry (0.015%) and zero minimum investment for broad US large-cap market exposure.
Vanguard 500 Index Admiral
The Admiral share class of the world's first retail index mutual fund created by Jack Bogle in 1976. VFIAX provides low-cost, precise tracking of the 500 largest US companies.
Schwab S&P 500 Index
Schwab's flagship S&P 500 index fund, SWPPX offers rock-bottom costs (0.02%) and broad US large-cap exposure with zero investment minimums for investors seeking to own America's 500 largest corporate leaders.
SPDR Portfolio S&P 500 (SPYM)
State Street's flagship low-cost S&P 500 retail ETF (formerly SPLG, ticker updated to SPYM). Offering an industry-floor expense ratio of 0.02% and a low share price, SPYM is designed as an ultra-cost-efficient vehicle for buy-and-hold retail investors and automated recurring portfolios.
SPDR S&P 500 (SPY)
SPDR S&P 500 ETF Trust (SPY) is the world's very first exchange-traded fund launched in January 1993 and the most heavily traded financial security on earth. SPY provides unmatched liquidity, tightest bid-ask spreads, and the world's most liquid options chain for institutions and active traders.
Vanguard S&P 500 (VOO)
Vanguard S&P 500 ETF (VOO) is the world's most popular exchange-traded fund for buy-and-hold wealth accumulation. Managing over $1.69 Trillion in total strategy assets at a rock-bottom 0.03% expense ratio, VOO provides low-cost, tax-efficient access to America's 500 corporate leaders.
iShares Core S&P 500 (IVV)
iShares Core S&P 500 ETF (IVV) is BlackRock's flagship domestic large-cap core ETF, managing over $900 Billion in assets. With an ultra-low 0.03% expense ratio and high securities lending efficiency, IVV is one of the most cost-efficient and tax-advantaged S&P 500 trackers available.
BNY Mellon US Large Cap (BKLC)
BNY Mellon US Large Cap Core ETF (BKLC) is the industry's first zero-expense-ratio (0.00% ER) large-cap core equity ETF. It tracks the Solactive GBS United States 500 Index without charging any management fee, allowing investors to capture 100% of large-cap US market performance.
Fidelity ZERO Large Cap (FNILX)
Fidelity ZERO Large Cap Index Fund (FNILX) is a groundbreaking zero-expense-ratio mutual fund. Designed as a cornerstone equity holding for Fidelity retail accounts, FNILX tracks the 500 largest US companies with literally zero management fees.
Invesco S&P 500 Equal Weight (RSP)
Invesco S&P 500 Equal Weight ETF (RSP) is the flagship equal-weighted equity ETF, holding all 500 S&P 500 companies in approximately equal 0.20% proportions. This eliminates mega-cap tech concentration risk and provides superior broad-market and mid-cap participation.
Avantis U.S. Equity (AVUS)
Avantis U.S. Equity ETF (AVUS) is a complete total domestic equity market ETF enhanced by academic factor tilting. Managing over $14.5 Billion in assets at a 0.15% expense ratio, AVUS holds over 2,000 US companies across large, mid, and small caps with systematic tilts toward value and high profitability.
Vanguard Institutional Index Plus
Vanguard's elite institutional S&P 500 mutual fund share class, offering large institutional 401(k) plans and endowments rock-bottom 0.02% expense ratio exposure to America's 500 largest corporate titans.
Money Market (US)
Fidelity Govt Money Market
Fidelity's flagship government money market fund and core cash position. SPAXX invests in ultra-short US government obligations to maintain a stable $1.00 net asset value while paying competitive short-term yields.
Vanguard Federal Money Market
Vanguard's flagship government money market fund and primary default settlement fund. VMFXX invests virtually 100% of assets in short-term US government securities and repo agreements at an ultra-low 0.11% expense ratio.
BlackRock Liquidity FedFund
BlackRock Liquidity FedFund (Institutional Shares, TFDXX) is a massive institutional government money market fund. It invests in short-term U.S. government obligations and repurchase agreements to provide high liquidity and capital stability.
Schwab Prime Advantage Money Fund
Schwab's flagship prime money market fund, SWVXX invests in high-grade commercial paper, certificates of deposit, and short-term debt to deliver maximum current yield while preserving a stable $1.00 NAV.
Fidelity Government Cash Reserves
One of Fidelity's longest-running government money market funds, established in 1979. FDRXX invests in short-term US government securities and repo agreements to provide high liquidity and income with a stable $1.00 NAV.
Goldman Sachs FS Government
Goldman Sachs Financial Square Government Fund is a premier institutional liquidity vehicle. It invests in high-grade U.S. government obligations and repo agreements to provide income, liquidity, and a stable $1.00 NAV.
JPMorgan US Government Money Market
JPMorgan U.S. Government Money Market Fund (Capital Class) is one of the world's largest institutional cash management portfolios. It invests exclusively in short-term US government securities and repo agreements to provide high liquidity and a stable $1.00 NAV.
Fidelity Institutional Government
Fidelity Institutional Government Portfolio (FRGXX) is a massive institutional liquidity solution designed for corporations, financial intermediaries, and endowments seeking wholesale pricing and capital preservation.
JPMorgan 100% US Treasury
JPMorgan 100% U.S. Treasury Securities Money Market Fund (Capital Class) invests exclusively in direct obligations of the U.S. Treasury, offering maximum credit safety, total liquidity, and state tax exemptions for institutional cash investors.
Morgan Stanley Inst Government
Morgan Stanley Institutional Liquidity Government Portfolio is a top-tier institutional cash fund managing over $217 Billion. It invests in short-term U.S. government obligations and repo agreements to provide high liquidity and capital preservation at a 0.15% fee.
State Street US Government
State Street Institutional U.S. Government Money Market Fund (GVMXX) is a massive wholesale cash management fund managing over $215 Billion. With an industry-low 0.11% expense ratio, it provides institutional clients with maximal yield retention and sovereign safety.
BlackRock Liquidity Treasury Trust
BlackRock Liquidity Treasury Trust Fund (Institutional Shares, TTTXX) is BlackRock's flagship institutional pure Treasury money market fund. It invests exclusively in short-term direct obligations of the U.S. Treasury to provide sovereign safety, liquidity, and state tax exemptions.
Foreign Large Blend
Vanguard Total International Stock
Vanguard Total International Stock Index Fund provides comprehensive, low-cost exposure to non-US developed and emerging equity markets across over 8,500 companies in 40+ countries.
SPDR Developed World ex-US (SPDW)
SPDR Portfolio Developed World ex-US ETF (SPDW) provides rock-bottom-cost international diversification across developed non-US economies. With over $42 Billion in assets and an ultra-low 0.03% expense ratio, SPDW holds thousands of companies across Europe, Japan, Canada, Australia, and the UK.
Large Growth (US)
American Funds Growth Fund
The Growth Fund of America (AGTHX) is the largest actively managed growth mutual fund in the world. Managed by Capital Group using its multi-manager system, AGTHX invests in leading innovative companies positioned for superior earnings growth.
Invesco S&P 500 Momentum (SPMO)
Invesco S&P 500 Momentum ETF (SPMO) tracks the top 100 stocks in the S&P 500 exhibiting the highest trailing risk-adjusted price momentum. With a low 0.13% expense ratio, SPMO dynamically tilts into the strongest market leaders across changing economic regimes.
Fidelity Blue Chip Growth (FBCG)
Fidelity Blue Chip Growth ETF (FBCG) is the actively managed ETF version of Fidelity's legendary Blue Chip Growth strategy, managing over $7.3 Billion in assets. Led by superstar manager Sonu Kalra, FBCG takes high-conviction positions in industry-leading growth giants poised for exponential market-share gains.
Large Value / Blend (US)
Invesco S&P 500 Revenue (RWL)
Invesco S&P 500 Revenue ETF (RWL) weights the components of the S&P 500 Index by top-line corporate revenue rather than market capitalization, providing a fundamental value-tilt toward high-revenue cash generators.
VictoryShares Free Cash Flow (VFLO)
VictoryShares Free Cash Flow ETF (VFLO) is a premier smart-beta factor ETF managing over $10 Billion in assets. VFLO systematically selects high-quality large-cap US companies with superior Free Cash Flow (FCF) yields and projected growth, filtering out value traps.
Schwab Fundamental Large Co (SFLNX)
Schwab Fundamental U.S. Large Company Index Fund (SFLNX) tracks the Research Affiliates Fundamental Index (RAFI), weighting companies by fundamental economic footprint—sales, cash flow, dividends, and buybacks—rather than market capitalization.
Large Value (US)
Avantis U.S. Large Cap Value (AVLV)
Avantis U.S. Large Cap Value ETF (AVLV) is a premier factor-based active ETF managing over $18.4 Billion in assets. Led by former Dimensional Fund Advisors (DFA) leadership, AVLV systematic tilts toward large-cap companies trading at low valuations with high profitability.
Putnam Focused Large Cap Value (PVAL)
Putnam Focused Large Cap Value ETF (PVAL) is an actively managed concentrated large-cap value ETF managing nearly $14 Billion in assets. Led by veteran manager Lauren DeMore, PVAL holds 35-45 high-conviction value companies with superior return on invested capital and valuation upside.
Schwab U.S. Large-Cap Value (SCHV)
Schwab U.S. Large-Cap Value ETF (SCHV) delivers ultra-low-cost, comprehensive exposure to large-cap domestic value equities. Managing nearly $16 Billion in assets at an ultra-low 0.04% expense ratio, SCHV holds over 500 value-oriented companies from the Dow Jones U.S. Large-Cap Value Index.
Large Value / Dividend (US)
Capital Group Dividend Value (CGDV)
Capital Group Dividend Value ETF (CGDV) is one of the fastest-growing actively managed ETFs in history, managing nearly $40 Billion in assets. Managed by Capital Group's elite research team, CGDV combines high-conviction dividend-paying value stocks with high-quality compounders to generate superior total returns.
Schwab U.S. Dividend Equity (SCHD)
Schwab U.S. Dividend Equity ETF (SCHD) is the undisputed king of dividend exchange-traded funds, managing over $108 Billion in assets. Tracking the Dow Jones U.S. Dividend 100 Index at a low 0.06% expense ratio, SCHD selects 100 high-quality US companies with a 10-year record of paying dividends, screening for financial strength and high Return on Equity (ROE).
Technology / Semiconductors
Fidelity Semiconductors (FSELX)
Fidelity Select Semiconductors Portfolio (FSELX) is the oldest and most successful actively managed semiconductor mutual fund on earth, managing over $18.5 Billion in assets. Piloted by Adam Benjamin, FSELX provides focused exposure to the semiconductor and chip-equipment giants powering artificial intelligence, data centers, autonomous vehicles, and global computing.
Invesco PHLX Semi (SOXQ)
Invesco PHLX Semiconductor ETF (SOXQ) is the lowest-cost ETF tracking the world's most famous semiconductor benchmark—the PHLX Semiconductor Sector Index (SOX). At a low 0.19% expense ratio, SOXQ provides access to the 30 largest US-listed semiconductor designers and equipment manufacturers.
Intermediate Core Bond
Vanguard Total Bond Market II Inst
Vanguard Total Bond Market II Index Fund Institutional Shares provides comprehensive, broad-market exposure to the investment-grade U.S. bond universe at an ultra-low 0.02% expense ratio. Used widely in Vanguard Target Retirement funds and institutional portfolios.
Vanguard Total Bond Market II Inv
Vanguard Total Bond Market II Index Fund Investor Shares provides retail and retirement investors with low-cost, comprehensive exposure to the broad U.S. investment-grade bond market across thousands of public and corporate debt issues.
Flexi Cap
PPFCF
Parag Parikh Flexi Cap Fund (PPFCF) is one of India's most respected equity mutual funds. It follows a value-oriented, 'go-anywhere' investment approach with the ability to invest across market capitalizations and international stocks.
HDFC Flexi Cap
A flexi cap fund that invests across market capitalisations with a focus on high-quality businesses. One of the oldest funds in India with over three decades of history.
Small Cap
Nippon Small Cap
A small cap fund investing in companies ranked 251 and below by market capitalisation. One of the largest funds in its category by AUM.
SBI Small Cap
A small cap fund investing in emerging companies with high growth potential. Managed by SBI Mutual Fund, one of India's largest asset management companies.
HDFC Small Cap
A small cap fund from HDFC AMC investing in emerging companies with high growth potential. Benefits from HDFC's strong research and risk management framework.
Bandhan Small Cap
A high-growth small-cap fund seeking capital appreciation by discovering high-potential emerging small businesses.
BOI Small Cap
An agile small-cap fund delivering exceptional risk-adjusted returns by investing in high-conviction small-cap ideas.
Invesco Small Cap
A fast-growing small-cap fund seeking capital appreciation from high-potential emerging small-cap companies.
ITI Small Cap
An agile small-cap fund focusing on early-stage, high-conviction small-cap compounders.
Kotak Small Cap
A top-performing small-cap fund managed by Pankaj Tibrewal targeting high-potential small businesses.
Quant Small Cap
One of India's largest small cap funds, run by Quant's data-driven models to identify small companies with strong earnings momentum before the market does.
Tata Small Cap
A quality-focused small cap fund from Tata Mutual Fund, investing in high-growth small companies with strong balance sheets and clear earnings visibility.
Index Fund (Large Cap)
UTI Nifty 50 Index
A passive index fund that tracks the Nifty 50 index. One of the oldest and most established index funds in India. Seeks to deliver returns matching the Nifty 50 TRI.
HDFC Nifty 50 Index
A passive index fund tracking the Nifty 50 index. One of the oldest index funds in India with over two decades of history and a very low expense ratio.
Large Cap
ICICI Pru Bluechip
A large cap fund that invests primarily in top 100 companies by market capitalisation. Focuses on quality blue-chip companies with sustainable earnings growth.
Axis Bluechip
A large cap equity fund investing in top 100 companies. Known for a high-conviction portfolio with relatively lower diversification compared to peers.
Mirae Asset Large Cap
A diversified large cap fund investing in companies with strong fundamentals. Managed by one of India's most experienced equity fund management teams.
Axis Large Cap
A large-cap equity scheme investing in blue-chip, industry-leading companies for steady long-term growth.
Nippon India Large Cap
A flagship large cap fund from Nippon India investing in blue-chip Indian companies, managed by Sailesh Raj Bhan since 2007 with a quality-at-reasonable-price approach.
Mid Cap
Mirae Asset Midcap
A mid cap fund investing in companies ranked 101-250 by market capitalisation. Offers a balance between growth potential and relative stability within the mid cap space.
Kotak Emerging Equity
One of the oldest and largest mid cap funds in India. Has demonstrated consistent performance across multiple market cycles over two decades.
HDFC Mid Cap
One of India's largest and most consistent mid-cap mutual funds, offering long-term capital growth.
HSBC Midcap
A focused mid-cap growth fund investing in high-growth mid-sized Indian companies.
Invesco Midcap
A high-conviction mid-cap fund delivering strong risk-adjusted returns by investing in mid-sized market leaders.
Motilal Oswal Midcap
A high-alpha mid-cap fund with focused stock positions targeting massive earnings growth.
Nippon India Growth Mid Cap
One of India's oldest and largest mid-cap funds (formerly Reliance Growth), offering exceptional long-term wealth compounding.
Quant Mid Cap
A data-driven mid cap fund from Quant, known for its quantitative models and high-conviction momentum-based stock selection.
WhiteOak Mid Cap
A fast-growing mid cap fund from WhiteOak Capital, the new-age AMC founded by ex-Birla Sun Life CIO Prashant Khemka, delivering category-leading risk-adjusted returns.
ELSS / Tax Saving
Quant Tax Plan
An ELSS (Equity Linked Savings Scheme) fund offering tax benefits under Section 80C with a 3-year lock-in period. Known for its aggressive, momentum-driven investment style.
Mirae Asset Tax Saver
One of the most popular ELSS funds in India. Combines tax-saving benefits with a disciplined equity approach focused on quality companies.
Sectoral/Thematic (PSU)
ABSL PSU Equity
A thematic equity fund investing in Public Sector Undertakings (PSUs) across banking, energy, defence, and infrastructure sectors.
SBI PSU
A thematic equity fund from SBI Mutual Fund investing in Public Sector Undertakings (PSUs) — dominated by public sector banks riding India's government-led capital cycle.
Sectoral/Thematic (Defence)
Sectoral/Thematic (Infrastructure)
HDFC Infrastructure
A thematic equity fund investing in Indian infrastructure, power, capital goods, and construction companies.
ICICI Pru Infrastructure
A thematic infrastructure fund managed by veteran fund manager S Naren, focusing on value capex plays.
LIC MF Infrastructure
A thematic fund investing in Indian infrastructure development, capital goods, and energy transformation.
Nippon India Power & Infra
A thematic infrastructure fund investing in power utilities, capital goods, renewables and construction companies driving India's infrastructure build-out.
Commodities (Silver)
HDFC Silver ETF FoF
A fund of fund scheme seeking returns corresponding to physical silver prices via investment in Silver ETFs.
ICICI Pru Silver ETF FoF
A commodity fund of funds scheme investing in units of ICICI Prudential Silver ETF to mirror domestic silver spot prices.
Index Fund
ICICI Pru Nifty Next 50
A passive index fund replicating the Nifty Next 50 index (companies ranked 51-100 by market cap).
UTI Nifty Next 50
A low-cost passive index fund replicating the Nifty Next 50 — companies ranked 51-100 by market cap, widely seen as the farm team for the Nifty 50.
Large & Mid Cap
Invesco Large & Mid Cap
A growth-oriented fund combining large-cap stability with mid-cap high earnings growth potential.
Mirae Asset Large & Midcap
Formerly Mirae Asset Emerging Bluechip, one of India's most celebrated large & mid-cap mutual funds.
Motilal Oswal Large & Midcap
A high-conviction large & mid-cap fund following Motilal Oswal's QGLP (Quality, Growth, Longevity, Price) philosophy.
Sectoral/Thematic (Technology)
跨境QDII / 港股科技龙头
Singapore Equity Index
SPDR STI ETF
The flagship ETF of the Singapore exchange, tracking the top 30 companies on SGX including DBS, OCBC, UOB, and Singtel.
Nikko AM STI ETF
Popular low-cost passive vehicle replicating the performance of Singapore's premier Straits Times Index.
Regional Tech & Growth
Singapore Fixed Income
ABF Singapore Bond ETF
First bond ETF listed on SGX, investing in high-quality Singapore Government Securities and quasi-sovereign bonds.
Nikko SGD Corp Bond ETF
Tracks institutional-grade SGD-denominated corporate bonds issued by established multinational and local corporations.
Singapore Real Estate (REIT)
Lion S-REIT ETF
A high-yielding REIT ETF focused solely on top-performing Singapore real estate investment trusts.
CSOP S-REIT ETF
Focuses on the most liquid and capital-stable REITs listed on the Singapore Exchange.
Asia Real Estate (REIT)
China Equity / SGX Listed
Last updated: September 2026 | Fund data sourced from AMFI and BSE public APIs
Compare Funds Side by Side
Head-to-head comparisons of popular fund pairs to help you choose: