| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Abs. Returns |
|---|---|---|---|---|
| One Week | 2025-11-07 | ₹1,000.00 | ₹1,009.80 |
0.98 %
|
| Two Week | 2025-10-30 | ₹1,000.00 | ₹999.20 |
-0.08 %
|
| One Month | 2025-10-15 | ₹1,000.00 | ₹1,022.76 |
2.28 %
|
| Three Months | 2025-08-18 | ₹3,000.00 | ₹3,059.76 |
1.99 %
|
| Six Months | 2025-05-19 | ₹6,000.00 | ₹6,136.99 |
2.28 %
|
| One Year | 2024-11-14 | ₹12,000.00 | ₹12,820.53 |
6.84 %
|
| Three Year | 2022-11-15 | ₹36,000.00 | ₹48,187.21 |
33.85 %
|
| Five Year | 2020-11-17 | ₹60,000.00 | ₹97,673.71 |
62.79 %
|
| Ten Year | 2015-11-17 | ₹120,000.00 | ₹299,188.17 |
149.32 %
|
| Since Inception | 2001-01-01 | ₹303,000.00 | ₹6,465,300.70 |
2,033.76 %
|
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 |
12.75%
|
3.92%
|
16.96%
|
| Invesco India Large & Mid Cap Fund - Regular Plan - Growth |
11.11%
|
3.6%
|
13.55%
|
| Helios Large And Midcap Fund - Regular Growth |
10.36%
|
N/A
|
10.47%
|
| Whiteoak Capital Mid Cap Fund - Regular Plan - Growth |
9.54%
|
23.92%
|
24.75%
|
| Icici Prudential Large & Mid Cap Fund - Growth |
9.27%
|
2.32%
|
17.14%
|
| Icici Prudential Midcap Fund - Growth |
8.81%
|
2.89%
|
17.7%
|
| Whiteoak Capital Large And Mid Cap Fund - Regular Plan - Growth |
8.03%
|
N/A
|
16.8%
|
| Mirae Asset Midcap Fund - Regular Plan |
8.01%
|
9.26%
|
23.65%
|
| Hdfc Mid-cap Opportunities Fund - Regular Plan - Growth |
7.77%
|
3.81%
|
17.74%
|
| Bandhan Core Equity Fund - Regular Plan - Growth |
7.68%
|
3.14%
|
13.87%
|
| 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 - Regular Plan - Growth |
18.69%
|
2.42%
|
7.24%
|
| Franklin India Multi Asset Solution Fund Of Funds - Regular Plan - Growth |
13%
|
3.66%
|
7.19%
|
| Franklin India Corporate Debt Fund - Plan B - Growth |
9.4%
|
0.91%
|
7.9%
|
| Franklin India Corporate Debt Fund - Plan A - Growth |
9.37%
|
0.91%
|
7.9%
|
| Franklin India Banking And Psu Debt Fund - Growth |
8.27%
|
1.91%
|
7.49%
|
| Franklin India Floating Rate Fund - Growth |
8.06%
|
0.93%
|
5.99%
|
| Franklin India Feeder - Franklin U S Opportunities Fund - Regular Plan - Growth |
7.68%
|
5.02%
|
16.14%
|
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