| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Abs. Returns |
|---|---|---|---|---|
| One Week | 2026-05-22 | ₹1,000.00 | ₹994.56 |
-0.54 %
|
| Two Week | 2026-05-14 | ₹1,000.00 | ₹995.05 |
-0.50 %
|
| One Month | 2026-04-29 | ₹1,000.00 | ₹987.52 |
-1.25 %
|
| Since Inception | 2026-03-30 | ₹3,000.00 | ₹3,010.42 |
0.35 %
|
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 |
|---|---|---|---|
| HSBC Large & Mid Cap Fund - Regular Growth (formerly Known As HSBC Large And Midcap Equity Fund Grow |
12.5%
|
20.14%
|
15.98%
|
| Helios Large And Midcap Fund - Regular Growth |
9.92%
|
N/A
|
6.74%
|
| Quant Large And Mid Cap Fund |
8.69%
|
19.77%
|
13.83%
|
| Bandhan Large & Mid Cap Fund-regular Plan-growth ( Formerly Known As Bandhan Core Equity Fund-regul |
7.78%
|
22.69%
|
13.52%
|
| Invesco India Large & Mid Cap Fund |
7.14%
|
22.95%
|
13.11%
|
| Motilal Oswal Large And Midcap Fund |
6.51%
|
24.54%
|
20.96%
|
| SBI Large & Midcap Fund Regular Growth |
6.09%
|
15.75%
|
17%
|
| Whiteoak Capital - Large And Mid Cap Fund - Regular Plan Growth |
5.88%
|
N/A
|
12.47%
|
| Bank Of India Large And Mid Cap Fund |
5.82%
|
17.02%
|
13.97%
|
| Axis Large & Mid Cap Fund |
5.39%
|
16.23%
|
17.21%
|
| Scheme Name | 1Y | 3Y | SI |
|---|---|---|---|
| Arudha Hybrid Long- Short Fund Regular Plan-growth |
N/A
|
N/A
|
3.51%
|
| Arudha Equity Long Short Fund Regular Plan-growth |
N/A
|
N/A
|
21.74%
|
| Fund Name | AUM | Expense Ratio |
|---|---|---|
| Arudha Hybrid Long- Short Fund Regular Plan-growth | - | - |
| Arudha Equity Long Short Fund Regular Plan-growth | - | - |
| Fund Name | Std. deviation | Beta | Sharpe Ratio |
|---|---|---|---|
| Arudha Hybrid Long- Short Fund Regular Plan-growth | - | - | - |
| Arudha Equity Long Short Fund Regular Plan-growth | - | - | - |
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