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 Nifty Capital Market Index Fund |
54.02%
|
N/A
|
6.24%
|
| Tata Nifty Capital Markets Index Fund Regular Plan Growth |
53.65%
|
N/A
|
16.27%
|
| Canara Robeco Indigo Fund |
50.82%
|
4.43%
|
5.34%
|
| Motilal Oswal Nifty Midsmall Financial Services Index Fund |
42.06%
|
N/A
|
19.26%
|
| Motilal Oswal Nifty India Defence Index Fund |
40.77%
|
N/A
|
2.26%
|
| Aditya Birla Sun Life Nifty India Defence Index Fund- Regular Growth |
40.29%
|
N/A
|
8.52%
|
| SBI Bse PSU Bank Index Fund - Regular Growth |
36.9%
|
N/A
|
36.9%
|
| ICICI Prudential Nasdaq 100 Index Fund - Growth |
35.2%
|
29.72%
|
16.25%
|
| Motilal Oswal S And P 500 Index Fund |
28.22%
|
23.39%
|
18.8%
|
| ICICI Prudential Nifty200 Value 30 Index Fund - Growth |
28.12%
|
N/A
|
5.92%
|
| Scheme Name | 1Y | 3Y | SI |
|---|---|---|---|
| Choice Gold ETF |
N/A
|
N/A
|
101.24%
|
| Choice Nifty Next 50 Index Fund Regular Plan - Growth |
N/A
|
N/A
|
0%
|
| Choice Nifty 50 Index Fund Regular Plan - Growth |
N/A
|
N/A
|
0%
|
| Fund Name | AUM | Expense Ratio |
|---|---|---|
| Choice Gold ETF | - | - |
| Choice Nifty Next 50 Index Fund Regular Plan - Growth | - | - |
| Choice Nifty 50 Index Fund Regular Plan - Growth | - | - |
| Fund Name | Std. deviation | Beta | Sharpe Ratio |
|---|---|---|---|
| Choice Gold ETF | - | - | - |
| Choice Nifty Next 50 Index Fund Regular Plan - Growth | - | - | - |
| Choice Nifty 50 Index Fund Regular Plan - Growth | - | - | - |
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