| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Abs. Returns |
|---|---|---|---|---|
| One Week | 2026-07-06 | ₹1,000.00 | ₹1,002.97 |
0.30 %
|
| Two Week | 2026-06-29 | ₹1,000.00 | ₹1,021.50 |
2.15 %
|
| One Month | 2026-06-15 | ₹1,000.00 | ₹1,029.44 |
2.94 %
|
| Three Months | 2026-04-15 | ₹3,000.00 | ₹3,085.51 |
2.85 %
|
| Since Inception | 2026-03-30 | ₹4,000.00 | ₹4,153.25 |
3.83 %
|
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 |
9.3%
|
18.63%
|
15.84%
|
| Invesco India Large & Mid Cap Fund |
8.11%
|
23.8%
|
13.46%
|
| Helios Large And Midcap Fund - Regular Growth |
7.97%
|
N/A
|
7.89%
|
| Sundaram Large And Mid Cap Fund |
7.54%
|
14.62%
|
12.09%
|
| Quant Large And Mid Cap Fund |
7.13%
|
16.71%
|
13.74%
|
| Bank Of India Large And Mid Cap Fund |
6.49%
|
15.54%
|
14.04%
|
| Bandhan Large & Mid Cap Fund-Regular Plan-Growth ( Formerly Known As Bandhan Core Equity Fund-Regul |
6.2%
|
19.51%
|
13.48%
|
| Motilal Oswal Large And Midcap Fund |
6.01%
|
22.22%
|
20.86%
|
| Sundaram Select Thematic Funds PSU Opportunities |
5.22%
|
N/A
|
3.04%
|
| Union Large And Midcap Fund Regular Plan - Growth |
4.5%
|
12.98%
|
16.04%
|
| Scheme Name | 1Y | 3Y | SI |
|---|---|---|---|
| Arudha Hybrid Long- Short Fund Regular Plan-growth |
N/A
|
N/A
|
6.87%
|
| Arudha Equity Long Short Fund Regular Plan-growth |
N/A
|
N/A
|
23.76%
|
| 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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