| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Abs. Returns |
|---|---|---|---|---|
| One Week | 2025-11-26 | ₹1,000.00 | ₹992.86 |
-0.71 %
|
| Two Week | 2025-11-18 | ₹1,000.00 | ₹991.17 |
-0.88 %
|
| One Month | 2025-11-03 | ₹1,000.00 | ₹995.19 |
-0.48 %
|
| Three Months | 2025-09-04 | ₹3,000.00 | ₹3,052.65 |
1.76 %
|
| Six Months | 2025-06-06 | ₹6,000.00 | ₹6,095.83 |
1.60 %
|
| One Year | 2024-12-03 | ₹12,000.00 | ₹12,638.58 |
5.32 %
|
| Three Year | 2022-12-05 | ₹36,000.00 | ₹47,435.26 |
31.76 %
|
| Five Year | 2020-12-04 | ₹60,000.00 | ₹96,986.32 |
61.64 %
|
| Ten Year | 2015-12-07 | ₹120,000.00 | ₹296,136.25 |
146.78 %
|
| Since Inception | 2001-01-01 | ₹304,000.00 | ₹6,446,181.32 |
2,020.45 %
|
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 |
|---|---|---|---|
| Invesco India Midcap Fund - Regular Plan - Growth Option |
10.18%
|
26.29%
|
17%
|
| HDFC Mid Cap Fund - Growth Plan |
8.6%
|
24.87%
|
17.77%
|
| Whiteoak Capital Mid Cap Fund Regular Plan Growth |
8.32%
|
24.92%
|
24.66%
|
| ICICI Prudential Midcap Fund - Growth |
7.57%
|
21.44%
|
17.68%
|
| Mirae Asset Midcap Fund - Regular Plan-growth Option |
7.43%
|
19.44%
|
23.44%
|
| Jm Financial Jm Mid Cap Fund - Growth Plan - Growth Plan |
6.06%
|
1.87%
|
13.39%
|
| Sundaram Mid Cap Fund Regular Plan - Growth |
5.4%
|
23.38%
|
23.68%
|
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option |
5.15%
|
20.62%
|
20.6%
|
| Union Midcap Fund - Regular Plan - Growth Option |
4.43%
|
18.63%
|
32.08%
|
| Nippon India Growth Fund-growth Plan-growth Option |
4.31%
|
23.55%
|
19.74%
|
| Scheme Name | 1Y | 3Y | SI |
|---|---|---|---|
| Franklin India Short-term Income Plan-growth |
192.1%
|
5.12%
|
12.35%
|
| Franklin India Credit Risk Fund- Segregated Portfolio 2- 10.90% Vodafone Idea Ltd 02sep2023-growth Plan |
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 Plan |
22.5%
|
11.42%
|
7.22%
|
| Franklin India Income Plus Arbitrage Active Fund Of Funds- Growth Plan |
13.04%
|
13.07%
|
7.18%
|
| Franklin U.s. Opportunities Equity Active Fund Of Funds - Growth |
9.51%
|
23.15%
|
16.27%
|
| Franklin India Corporate Debt Fund - Plan B - Growth |
9.4%
|
0.91%
|
7.9%
|
| Franklin India Corporate Debt Fund - Growth |
9.18%
|
7.73%
|
7.89%
|
| Franklin India Banking & PSU Debt Fund - Growth |
8.13%
|
7.49%
|
7.49%
|
| Franklin India Index Fund- Nse Nifty 50 Index Fund - Growth |
7.92%
|
12.21%
|
13.58%
|
| Fund Name | Std. deviation | Beta | Sharpe Ratio |
|---|---|---|---|
| Franklin India Focused Equity Fund - Growth Plan | - | 0.83 | 1.23 |
| Franklin India Flexi Cap Fund - Growth | - | 0.89 | 1.35 |
| Franklin India Opportunities Fund - Growth | - | 0.93 | 1.62 |
| Franklin India Medium To Long Duration Fund - Growth | - | - | - |
| Franklin India Dividend Yield Fund-growth Plan | - | 0.74 | 1.68 |
| 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 - Growth | - | - | - |
| Franklin India Multi Cap Fund - Growth | - | - | - |
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