FinTrust Creations

📊 FinTrust SIP Cost Averaging Table

Scheme Name

UTI Mid Cap Fund (G)

No. of SIP Installments

180

Average NAV

76.63

Total Investments

₹ 9,00,000

SIP Value (05-01-2023)

₹ 37,24,285

Current NAV (2026)

286.892

Annualized Return

17.31%

💡 Insight

Even during crashes (2008 & 2020), SIP continued and created wealth.
Rupee Cost Averaging reduces risk and improves long-term returns.

Date	NAV	Units	Total Units	SIP Amount	Days Invested	Amount Invested	SIP Value
05-02-2008	27.59	181.225	181.225	5,000	5446	5,000	5,000
05-03-2008	24.13	207.211	388.436	5,000	5417	10,000	9,373
07-04-2008	21.85	228.833	617.269	5,000	5386	15,000	13,487
05-05-2008	24.38	205.086	822.355	5,000	5356	20,000	20,049
05-06-2008	22.19	225.327	1,047.68	5,000	5325	25,000	23,248
07-07-2008	19.3	259.067	1,306.75	5,000	5295	30,000	25,220
05-03-2009	11.31	442.087	4,036.46	5,000	5052	70,000	45,652
07-05-2018	114.831	43.542	17,412.36	5,000	1704	6,20,000	19,99,485
05-10-2018	91.345	54.738	17,657.63	5,000	1551	6,45,000	16,12,936
07-04-2020	77.332	64.657	18,595.26	5,000	1003	7,35,000	14,38,001
05-12-2022	195.832	25.532	19,685.09	5,000	29	8,95,000	38,54,978
05-01-2023	188.939	26.464	19,711.55	5,000	-2	9,00,000	37,24,285