| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Abs. Returns |
|---|---|---|---|---|
| One Week | 2026-06-05 | ₹1,000.00 | ₹1,010.56 |
1.06 %
|
| Two Week | 2026-05-29 | ₹1,000.00 | ₹1,000.55 |
0.06 %
|
| One Month | 2026-05-13 | ₹1,000.00 | ₹1,004.27 |
0.43 %
|
| Three Months | 2026-03-16 | ₹3,000.00 | ₹2,977.48 |
-0.75 %
|
| Six Months | 2025-12-15 | ₹6,000.00 | ₹5,685.70 |
-5.24 %
|
| One Year | 2025-06-12 | ₹12,000.00 | ₹11,106.25 |
-7.45 %
|
| Three Year | 2023-06-13 | ₹36,000.00 | ₹36,580.18 |
1.61 %
|
| Five Year | 2021-06-14 | ₹60,000.00 | ₹72,443.56 |
20.74 %
|
| Ten Year | 2016-06-14 | ₹120,000.00 | ₹230,942.50 |
92.45 %
|
| Since Inception | 2007-07-26 | ₹230,000.00 | ₹1,078,361.87 |
368.85 %
|
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 |
|---|---|---|---|
| Sundaram Growth Fund |
20.02%
|
3.62%
|
10.88%
|
| Sundaram Growth Fund |
20.02%
|
3.62%
|
-100%
|
| SBI Focused Fund - Regular Plan - Growth |
6.44%
|
15.68%
|
18.11%
|
| Focussed Advantage Fund |
5.09%
|
1.49%
|
32.81%
|
| Motilal Oswal Focused Fund |
3.93%
|
9.74%
|
12.35%
|
| ITI Focused Fund |
3.52%
|
N/A
|
16.31%
|
| Kotak Focused Fund Growth (regular Plan) |
2.89%
|
14.28%
|
14.51%
|
| Union Focused Fund Regular Plan - Growth Option |
2.66%
|
11.54%
|
14.87%
|
| Quant Focused Fund |
2.27%
|
14.83%
|
12.93%
|
| Old Bridge Focused Fund |
1.48%
|
N/A
|
9.32%
|
| 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 |
42.5%
|
18.7%
|
8.29%
|
| Franklin U.s. Opportunities Equity Active Fund Of Funds - Growth |
24.44%
|
22.61%
|
16.59%
|
| Franklin India Corporate Debt Fund - Plan B - Growth |
9.4%
|
0.91%
|
7.9%
|
| Franklin India Liquid Fund - Super Institutional Plan - Growth |
6.2%
|
6.92%
|
7.1%
|
| Franklin India Arbitrage Fund - Growth |
6.13%
|
N/A
|
6.28%
|
| Franklin India Short Term Income Plan- Retail Plan-segrd PF 2(10.90% Vodafone Idea Ltd 02sep2023 Gr) |
6.06%
|
167.11%
|
167.11%
|
| Franklin India Low Duration Fund - Growth |
6.01%
|
N/A
|
7.03%
|
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