Allocation of Equity and Debt Asset Classes.
India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.
Lock-in times for various investment types
Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.
There are two different types of residual maturity.
| Fund Name | 1Y | 3Y | SI |
|---|---|---|---|
| ICICI Prudential Nasdaq 100 Index Fund - Growth |
33.2%
|
28.9%
|
19.36%
|
| Motilal Oswal Nifty India Defence Index Fund |
29.01%
|
N/A
|
11.18%
|
| Aditya Birla Sun Life Nifty India Defence Index Fund- Regular Growth |
28.86%
|
N/A
|
17.11%
|
| Motilal Oswal Nifty Capital Market Index Fund |
27.22%
|
N/A
|
15.6%
|
| Motilal Oswal S And P 500 Index Fund |
27.16%
|
25%
|
20.32%
|
| Tata Nifty Capital Markets Index Fund Regular Plan Growth |
26.95%
|
N/A
|
22.79%
|
| Motilal Oswal Nifty Midsmall Financial Services Index Fund |
24.77%
|
N/A
|
24.09%
|
| SBI Bse PSU Bank Index Fund - Regular Growth |
22.16%
|
N/A
|
22.43%
|
| ICICI Prudential Nifty Pharma Index Fund - Growth |
21.02%
|
19.78%
|
20.68%
|
| Edelweiss Msci India Domestic & World Healthcare 45 Index Fund |
20.74%
|
18.9%
|
16.01%
|
| Scheme Name | 1Y | 3Y | SI |
|---|---|---|---|
| Angel One Nifty 50 Index Fund - Regular Growth |
N/A
|
N/A
|
0%
|
| Angel One Nifty Total Market Momentum Quality 50 Index Fund Reg-Growth |
N/A
|
N/A
|
0%
|
| Angel One Silver ETF FOF Regular-Growth |
N/A
|
N/A
|
0%
|
| Angel One Gold ETF FOF - Regular Plan - Growth |
N/A
|
N/A
|
0%
|
| Angel One Nifty Total Market Index Regular-Growth |
N/A
|
N/A
|
0%
|
| Fund Name | Std. deviation | Beta | Sharpe Ratio |
|---|---|---|---|
| Angel One Nifty 50 Index Fund - Regular Growth | - | - | - |
| Angel One Nifty Total Market Momentum Quality 50 Index Fund Reg-Growth | - | - | - |
| Angel One Silver ETF FOF Regular-Growth | - | - | - |
| Angel One Gold ETF FOF - Regular Plan - Growth | - | - | - |
| Angel One Nifty Total Market Index Regular-Growth | - | - | - |
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