| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Abs. Returns |
|---|---|---|---|---|
| One Week | 2026-04-06 | ₹1,000.00 | ₹1,019.69 |
1.97 %
|
| Since Inception | 2026-03-30 | ₹1,000.00 | ₹1,033.18 |
3.32 %
|
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 |
|---|---|---|---|
| Motilal Oswal Large And Midcap Fund |
19.07%
|
24.79%
|
20.24%
|
| HSBC Large & Mid Cap Fund - Regular Growth (formerly Known As HSBC Large And Midcap Equity Fund Grow |
16.29%
|
19.7%
|
14.94%
|
| SBI Large & Midcap Fund Regular Growth |
14.28%
|
16.91%
|
16.99%
|
| Bank Of India Large And Mid Cap Fund |
13.44%
|
16.91%
|
13.85%
|
| Helios Large And Midcap Fund - Regular Growth |
13.33%
|
N/A
|
2.53%
|
| Whiteoak Capital - Large And Mid Cap Fund - Regular Plan Growth |
12.69%
|
N/A
|
11.2%
|
| Bank Of India Large And Mid Cap Fund |
12.62%
|
16.09%
|
13.2%
|
| Edelweiss Large & Mid Cap Fund |
11.93%
|
17.66%
|
12.05%
|
| Kotak Large & Midcap Fund - Growth (regular Plan) (erstwhile Kotak Equity Opportunities) |
11.89%
|
17.43%
|
17.67%
|
| Mirae Asset Large And Midcap Fund (formerly Mirae Asset Emerging Bluechip Fund) |
11.59%
|
15.71%
|
18.56%
|
| Fund Name | AUM | Expense Ratio |
|---|---|---|
| LIC MF Large And Midcap Fund | - | Unknown |
| Invesco India Large & Mid Cap Fund | - | - |
| Canara Robeco Large And Mid Cap Fund | - | - |
| Nippon India Vision Large & Mid Cap Fund | - | 1.40 |
| Whiteoak Capital - Large And Mid Cap Fund - Regular Plan Growth | - | 0.37 |
| ITI Large & Mid Cap Fund | - | 0.67 |
| PGIM India Large And Mid Cap Fund | - | 0.45 |
| JM Large & Midcap Fund | - | 0.49 |
| UTI Large & Mid Cap Fund | - | 0.87 |
| UTI Large & Mid Cap Fund | - | 0.87 |
| Fund Name | Std. deviation | Beta | Sharpe Ratio |
|---|---|---|---|
| LIC MF Large And Midcap Fund | - | Unknown | Unknown |
| Invesco India Large & Mid Cap Fund | - | - | - |
| Canara Robeco Large And Mid Cap Fund | - | - | - |
| Nippon India Vision Large & Mid Cap Fund | - | 0.89 | 0.85 |
| Whiteoak Capital - Large And Mid Cap Fund - Regular Plan Growth | - | Unknown | Unknown |
| ITI Large & Mid Cap Fund | - | 0.92 | NA |
| PGIM India Large And Mid Cap Fund | - | ||
| JM Large & Midcap Fund | - | ||
| UTI Large & Mid Cap Fund | - | ||
| UTI Large & Mid Cap Fund | - |
| Scheme Name | 1Y | 3Y | SI |
|---|---|---|---|
| Arudha Hybrid Long- Short Fund Regular Plan-growth |
N/A
|
N/A
|
4.66%
|
| Arudha Equity Long Short Fund Regular Plan-growth |
N/A
|
N/A
|
134.22%
|
| 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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