| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Abs. Returns |
|---|---|---|---|---|
| One Week | 2022-04-04 | ₹1,000.00 | ₹1,000.41 |
0.04 %
|
| Two Week | 2022-03-28 | ₹1,000.00 | ₹1,000.87 |
0.09 %
|
| One Month | 2022-03-14 | ₹1,000.00 | ₹1,001.79 |
0.18 %
|
| Three Months | 2022-01-11 | ₹3,000.00 | ₹3,009.85 |
0.33 %
|
| Six Months | 2021-10-13 | ₹6,000.00 | ₹6,037.79 |
0.63 %
|
| One Year | 2021-04-12 | ₹12,000.00 | ₹12,293.04 |
2.44 %
|
| Three Year | 2019-04-12 | ₹36,000.00 | ₹40,820.23 |
13.39 %
|
| Since Inception | 2019-03-11 | ₹38,000.00 | ₹43,138.50 |
13.52 %
|
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 |
|---|---|---|---|
| Pgim India Capital Protection Oriented Fund - Growth Plan - Growth Plan |
0.02%
|
N/A
|
0%
|
| Edelweiss Capital Protection Oriented Fund - Growth |
N/A
|
N/A
|
5.59%
|
| Union Capital Protection Oriented Fund Series 8 - Regular Plan - Dividend Payout |
N/A
|
N/A
|
0%
|
| Union Capital Protection Oriented Fund Series 8 - Regular Plan - Growth |
N/A
|
0.01%
|
1.56%
|
| Fund Name | Std. deviation | Beta | Sharpe Ratio |
|---|---|---|---|
| Edelweiss Capital Protection Oriented Fund - Growth | - | - | - |
| Pgim India Capital Protection Oriented Fund - Growth Plan - Growth Plan | - | - | - |
| Union Capital Protection Oriented Fund Series 8 - Regular Plan - Dividend Payout | - | - | - |
| Union Capital Protection Oriented Fund Series 8 - Regular Plan - Growth | - | - | - |
| Scheme Name | 1Y | 3Y | SI |
|---|---|---|---|
| Canara Robeco Indigo Fund - Regular |
50.82%
|
4.43%
|
5.34%
|
| Canara Robeco Interval Monthly - Retail Growth - Retail Growth |
50.82%
|
4.43%
|
0%
|
| Canara Robeco Interval Monthly - Institutional Growth - Institutional Growth |
50.82%
|
4.43%
|
0%
|
| Canara Robeco Balance I - Growth Plan - Growth Plan |
7.94%
|
N/A
|
15.35%
|
| Canara Robeco Gilt Advantage Fund - Regular |
7.54%
|
1.02%
|
7.48%
|
| Canara Robeco Savings Fund - Regular Plan - Growth Option |
7.36%
|
7.23%
|
7.31%
|
| Canara Robeco Short Duration Fund - Regular Plan - Growth Option |
7.08%
|
6.83%
|
6.72%
|
| Canara Robeco Banking And PSU Debt Fund- Regular Plan- Growth Option |
7.04%
|
6.95%
|
6.69%
|
| Canara Robeco Ultra Short Term Fund - Institutional Plan - Growth |
6.8%
|
2.22%
|
75.79%
|
| Canara Robeco Liquid Fund - Regular Plan - Growth Option |
6.61%
|
6.99%
|
39.3%
|
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