Measuring a plan, not a moment
Because an SIP invests at many different prices, its return is measured differently from a one-time investment.
Why SIP returns use XIRR
Each instalment is invested on a different date at a different NAV, so a simple point-to-point return is misleading. XIRR annualises the return across all cash flows and their timing.
A meaningful SIP review therefore needs the instalment amount and frequency, the start date, the total invested, the current value and the XIRR — compared with the scheme's benchmark over the same instalment schedule.
We do not publish indicative SIP return figures. Reviews are prepared from your actual statement.
How your SIP review is presented
The structure below is populated from verified statement data during your review.
| Scheme | Instalment | Frequency | Start Date | Total Invested | Current Value | XIRR | Benchmark XIRR |
|---|---|---|---|---|---|---|---|
| SIP performance figures are prepared individually from your account statement. Contact our advisory team to request a review. | |||||||
Figures shown in a review are as of a stated date and will change with market movements. No return figure on this website is a projection or a promise.
Request an SIP portfolio review
Share your existing statements and we will prepare an XIRR-based review with benchmark comparison.
Important: SIP returns depend on market performance and are not guaranteed. Mutual fund investments are subject to market risks; please read all scheme-related documents carefully before investing.
Speak with an advisor before your next investment decision.
A complimentary consultation to understand your objectives, horizon and risk profile — no obligation, no pressure.