| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Abs. Returns |
|---|---|---|---|---|
| One Week | 2026-03-06 | ₹1,000.00 | ₹962.59 |
-3.74 %
|
| Two Week | 2026-02-26 | ₹1,000.00 | ₹934.98 |
-6.50 %
|
| One Month | 2026-02-11 | ₹1,000.00 | ₹921.79 |
-7.82 %
|
| Three Months | 2025-12-15 | ₹3,000.00 | ₹2,792.09 |
-6.93 %
|
| Six Months | 2025-09-15 | ₹6,000.00 | ₹5,568.26 |
-7.20 %
|
| One Year | 2025-03-13 | ₹12,000.00 | ₹11,374.94 |
-5.21 %
|
| Three Year | 2023-03-14 | ₹36,000.00 | ₹38,530.72 |
7.03 %
|
| Five Year | 2021-03-15 | ₹60,000.00 | ₹73,984.72 |
23.31 %
|
| Ten Year | 2016-03-15 | ₹120,000.00 | ₹211,389.84 |
76.16 %
|
| Since Inception | 2001-01-01 | ₹307,000.00 | ₹2,282,077.26 |
643.35 %
|
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 Aggressive Hybrid Fund - Regular Growth (formerly Known As L&T Hybrid Equity Fund - Growth) |
14.87%
|
14.94%
|
11.79%
|
| Bank Of India Mid And Small Cap Equity And Debt Fund |
12.98%
|
18.11%
|
14.58%
|
| Bandhan Aggressive Hybrid Fund-regular Plan-growth |
11.89%
|
15.3%
|
10.73%
|
| Kotak Aggressive Hybrid Fund - Growth (regular Plan) (erstwhile Kotak Equity Hybrid) |
11.08%
|
14.21%
|
11.48%
|
| Mirae Asset Aggressive Hybrid Fund (formerly Mirae Asset Hybrid-equity Fund ) |
10.85%
|
13.71%
|
11.52%
|
| ICICI Prudential Equity & Debt Fund - Growth |
10.81%
|
17.99%
|
16.07%
|
| Quant Aggressive Hybrid Fund |
9.92%
|
12.85%
|
13.89%
|
| SBI Equity Hybrid Fund Regular Growth |
9.43%
|
14.48%
|
14.37%
|
| Union Aggressive Hybrid Fund - Regular Plan - Growth |
8.86%
|
12.8%
|
11.21%
|
| Nippon India Aggressive Hybrid Fund |
8.75%
|
14.4%
|
11.82%
|
| Fund Name | Std. deviation | Beta | Sharpe Ratio |
|---|---|---|---|
| LIC MF Aggressive Hybrid Fund(formerly LIC MF Equity Hybrid Fund) | - | 0.94 | 0.33 |
| Edelweiss Aggressive Hybrid Fund | - | ||
| Groww Aggressive Hybrid Fund | - | 1.05 | 1.23 |
| Edelweiss Aggressive Hybrid Fund | - | ||
| Bandhan Aggressive Hybrid Fund-regular Plan-growth | - | 1.05 | 0.67 |
| Baroda Bnp Paribas Aggressive Hybrid Fund | - | ||
| Quant Aggressive Hybrid Fund | - | - | 1.27 |
| UTI Aggressive Hybrid Fund | - | ||
| Kotak Aggressive Hybrid Fund - Growth (regular Plan) (erstwhile Kotak Equity Hybrid) | - | 1.02 | 0.67 |
| SBI Equity Hybrid Fund Regular Growth | - | 0.94 | 0.95 |
| Scheme Name | 1Y | 3Y | SI |
|---|---|---|---|
| Franklin India Short Term Income Plan - Retail Plan - Growth |
192.1%
|
5.12%
|
12.35%
|
| Franklin India Credit Risk Fund- Segregated Portfolio 2 (10.90% Vodafone Idea Ltd 02sep2023-growth) |
192.1%
|
-35.38%
|
-35.38%
|
| Franklin India Short Term Income Plan - Institutional Plan - Growth |
192.03%
|
6.08%
|
13.67%
|
| Franklin Asian Equity Fund - Growth |
32.45%
|
14.93%
|
7.58%
|
| Franklin Build India Fund - Growth |
15.69%
|
25.97%
|
17.32%
|
| Franklin U.s. Opportunities Equity Active Fund Of Funds - Growth |
14.45%
|
22.7%
|
15.57%
|
| Franklin India Income Plus Arbitrage Active FOF Growth (erstwhile Franklin India Multi-asset Sol FOF |
13.49%
|
14.1%
|
7.15%
|
| Franklin India Multi Cap Fund - Growth |
9.99%
|
N/A
|
-2.26%
|
| Franklin India Opportunities Fund - Growth |
9.63%
|
26.1%
|
15.57%
|
| Franklin India Corporate Debt Fund - Plan B - Growth |
9.4%
|
0.91%
|
7.9%
|
| Fund Name | Std. deviation | Beta | Sharpe Ratio |
|---|---|---|---|
| Franklin India Focused Equity Fund - Growth | - | 0.83 | 1.23 |
| Franklin India Flexi Cap Fund - Growth (erstwhile Franklin India Equity Fund) | - | 0.91 | 0.72 |
| Franklin India Opportunities Fund - Growth | - | 0.96 | 1.22 |
| Franklin India Medium To Long Duration Fund - Growth | - | - | - |
| Franklin India Dividend Yield Fund - Growth (erstwhile Templeton India Equity Income Fund - Growth) | - | 0.84 | 0.91 |
| Franklin India Equity Savings Fund - Growth | - | - | - |
| Franklin India Technology Fund - Growth | - | 0.79 | 0.68 |
| Franklin India Dynamic Asset Allocation Active Fund Of Funds - Growth | - | - | - |
| Franklin India Corporate Debt Fund - Plan A - Growth | - | - | - |
| Franklin India Multi Cap Fund - Growth | - | - | - |
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