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 |
---|---|---|---|
NIPPON INDIA VISION FUND - INSTITUTIONAL PLAN - GROWTH |
58.45%
|
16.91%
|
8.37%
|
NIPPON INDIA GROWTH FUND - INSTITUTIONAL PLAN - GROWTH |
56.03%
|
20.48%
|
11.35%
|
DSP Equity Opportunities Fund - Institutional Plan - Growth |
37.52%
|
3.27%
|
2.44%
|
SUNDARAM MID CAP FUND - INSTITUTIONAL |
37.34%
|
25.24%
|
15.82%
|
Helios Mid Cap Fund - Regular Growth |
18.6%
|
8.9%
|
79.93%
|
Invesco India Midcap Fund - Regular Plan - Growth |
16.62%
|
53.07%
|
17.23%
|
Aditya Birla Sun Life Special Situations Fund - Growth-Regular Plan |
16.29%
|
22.15%
|
9.61%
|
Invesco India Large & Mid Cap Fund - Regular Plan - Growth |
15.06%
|
48.7%
|
13.85%
|
Motilal Oswal Large and Midcap Fund - Regular Plan |
14.31%
|
54.63%
|
23.99%
|
Whiteoak Capital Mid Cap Fund - Regular Plan - Growth |
12.04%
|
38.71%
|
26.3%
|
Fund Name | Std. deviation | Beta | Sharpe Ratio |
---|---|---|---|
DSP Mid Cap Fund - Regular Plan - Growth | - | 0.94 | 0.84 |
DSP Equity Opportunities Fund - Regular Plan - Growth | - | 0.94 | 1.11 |
DSP Mid Cap Fund - Institutional Plan - Growth | - | 0.94 | 0.84 |
DSP Equity Opportunities Fund - Institutional Plan - Growth | - | 0.94 | 1.11 |
Franklin India Equity Advantage Fund - Growth | - | 0.87 | 0.89 |
Franklin India PRIMA FUND - Growth | - | 0.89 | 1.19 |
Bandhan Midcap Fund - Regular Plan - Growth | - | - | - |
Bandhan Core Equity Fund - Regular Plan - Growth | - | 0.92 | 1.43 |
Kotak India Growth Fund Series 1 - Regular Plan - Dividend | - | - | - |
Kotak India Growth Fund Series 1 - Regular Plan - Growth | - | - | - |
Scheme Name | 1Y | 3Y | SI |
---|---|---|---|
Axis Gold ETF - Growth |
32.3%
|
34.96%
|
-19.91%
|
Axis Gold ETF - Growth - Growth |
32.3%
|
34.96%
|
-19.91%
|
Axis Gold Fund - Regular Plan - Growth |
30.2%
|
34.23%
|
7.82%
|
AXIS SILVER ETF - Regular Plan - Growth |
19.23%
|
35.1%
|
24.32%
|
AXIS SILVER FUND OF FUND - Regular Plan - Growth |
17.94%
|
34.89%
|
24.17%
|
Axis Greater China Equity Fund of Fund - Regular Plan - Growth |
17.9%
|
1.58%
|
-4.7%
|
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth |
17.4%
|
28.84%
|
14.89%
|
Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth |
15.77%
|
42.21%
|
30.45%
|
Axis NIFTY Healthcare ETF - Regular Plan - Growth |
14.94%
|
38.66%
|
14.51%
|
Axis Global Innovation Fund of Fund - Regular Plan - Growth |
11.92%
|
29.62%
|
8.94%
|
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