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 |
|---|---|---|---|
| Kotak Contra Fund - Growth (Regular Plan) ( Erstwhile Kotak India Eq Contra Scheme) |
4.92%
|
16.22%
|
13.94%
|
| SBI Contra Fund - Regular Plan - Growth |
2.44%
|
12.79%
|
16.01%
|
| Invesco India Contra Fund |
1.32%
|
15.67%
|
14.5%
|
| JM Contra Fund |
N/A
|
N/A
|
-17.01%
|
| Motilal Oswal Contra Fund |
N/A
|
N/A
|
34.23%
|
| Fund Name | AUM | Expense Ratio |
|---|---|---|
| Kotak Contra Fund - Growth (Regular Plan) ( Erstwhile Kotak India Eq Contra Scheme) | - | - |
| SBI Contra Fund - Regular Plan - Growth | - | - |
| Invesco India Contra Fund | - | - |
| JM Contra Fund | - | - |
| Motilal Oswal Contra Fund | - | - |
| Fund Name | Std. deviation | Beta | Sharpe Ratio |
|---|---|---|---|
| Kotak Contra Fund - Growth (Regular Plan) ( Erstwhile Kotak India Eq Contra Scheme) | - | - | - |
| SBI Contra Fund - Regular Plan - Growth | - | - | - |
| Invesco India Contra Fund | - | - | - |
| JM Contra Fund | - | - | - |
| Motilal Oswal Contra Fund | - | - | - |
| Scheme Name | 1Y | 3Y | SI |
|---|---|---|---|
| Bandhan Nifty 500 Value 50 Index Fund-Regular Plan-Growth |
20.32%
|
N/A
|
7.88%
|
| Bandhan Innovation Fund-Regular Plan-Growth |
19.9%
|
N/A
|
19.87%
|
| Bandhan Transportation And Logistics Fund- Regular Plan-Growth |
19.52%
|
20.73%
|
21.43%
|
| Bandhan Multi Asset Allocation Fund- Regular Plan-Growth |
16.7%
|
N/A
|
15.4%
|
| Bandhan Bse Healthcare Index Fund-Regular Plan-Growth |
13.91%
|
N/A
|
7.82%
|
| Bandhan US Specific Equity Active FOF-Regular Plan-Growth (Formerly Bandhan US Equity Fund Of Fund-R |
13.65%
|
21.2%
|
13.58%
|
| Bandhan US Treasury Bond 0-1 Year Specific Debt Passive FOF-Regular Plan-Growth (Formerly Bandhan US |
12.93%
|
9.31%
|
8.95%
|
| Bandhan Nifty Next 50 Index Fund Regular Plan-Growth |
12.55%
|
N/A
|
20.33%
|
| Bandhan Aggressive Hybrid Passive FOF-Regular Plan-Growth (Formerly Known As Bandhan Asset Allocatio |
11.53%
|
13.56%
|
10.31%
|
| Bandhan Small Cap Fund-Regular Plan-Growth |
10.87%
|
26.01%
|
28.86%
|
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