| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Abs. Returns |
|---|---|---|---|---|
| One Week | 2026-01-09 | ₹1,000.00 | ₹1,012.38 |
1.24 %
|
| Two Week | 2026-01-01 | ₹1,000.00 | ₹1,011.56 |
1.16 %
|
| One Month | 2025-12-17 | ₹1,000.00 | ₹1,033.93 |
3.39 %
|
| Three Months | 2025-10-20 | ₹3,000.00 | ₹3,120.59 |
4.02 %
|
| Since Inception | 2025-07-31 | ₹6,000.00 | ₹6,399.15 |
6.65 %
|
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 |
|---|---|---|---|
| DSP Multi Asset Allocation Fund - Regular - Growth |
24.76%
|
N/A
|
22%
|
| Kotak Multi Asset Allocation Fund Regular Plan - Growth |
24.22%
|
N/A
|
21.42%
|
| Invesco India Multi Asset Allocation Fund |
23.28%
|
N/A
|
20.5%
|
| Mahindra Manulife Multi Asset Allocation Fund - Regular - Growth |
21.19%
|
N/A
|
17.94%
|
| Bajaj Finserv Multi Asset Allocation Fund |
20.99%
|
N/A
|
14.59%
|
| Nippon India Multi Asset Allocation Fund |
20.74%
|
21.24%
|
17.89%
|
| Samco Multi Asset Allocation Fund |
20.34%
|
N/A
|
19.29%
|
| Union Multi Asset Allocation Fund - Regular Growth |
20.2%
|
N/A
|
14.88%
|
| Bandhan Multi Asset Allocation Fund- Regular Plan-growth |
20.06%
|
N/A
|
18.07%
|
| Sundaram Multi Asset Allocation Fund |
19.75%
|
N/A
|
16.15%
|
| Scheme Name | 1Y | 3Y | SI |
|---|---|---|---|
| Franklin Asian Equity Fund - Growth |
29.4%
|
12.83%
|
7.58%
|
| Franklin India Income Plus Arbitrage Active FOF Growth (erstwhile Franklin India Multi-asset Sol FOF |
13.54%
|
13.55%
|
7.16%
|
| Franklin U.s. Opportunities Equity Active Fund Of Funds - Growth |
11.59%
|
25.54%
|
16.17%
|
| Franklin India Nse Nifty 50 Index Fund - Growth |
11.04%
|
14.11%
|
13.53%
|
| Franklin India Corporate Debt Fund - Plan B - Growth |
9.4%
|
0.91%
|
7.9%
|
| Franklin India Large Cap Fund - Growth (erstwhile Franklin India Bluchip Fund - Growth) |
9.04%
|
16.17%
|
16.75%
|
| Franklin India Corporate Debt Fund - Plan A - Growth |
8.82%
|
7.69%
|
7.87%
|
| Franklin India Floating Rate Fund - Growth |
7.76%
|
7.76%
|
5.98%
|
| Franklin India Banking And PSU Debt Fund - Growth |
7.61%
|
7.42%
|
7.44%
|
| Franklin India Large And Mid Cap Fund - Growth (erstwhile Franklin India Equity Advantage Fund - Gro |
7.45%
|
18.07%
|
15.48%
|
| 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) | - | 0.89 | 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 (erstwhile Templeton India Equity Income Fund - Growth) | - | 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 - Plan A - Growth | - | - | - |
| Franklin India Multi Cap Fund - Growth | - | - | - |
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