| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Abs. Returns |
|---|---|---|---|---|
| One Week | 2026-05-15 | ₹1,000.00 | ₹995.53 |
-0.45 %
|
| Two Week | 2026-05-07 | ₹1,000.00 | ₹959.28 |
-4.07 %
|
| One Month | 2026-04-22 | ₹1,000.00 | ₹991.80 |
-0.82 %
|
| Three Months | 2026-02-23 | ₹3,000.00 | ₹3,157.49 |
5.25 %
|
| Six Months | 2025-11-24 | ₹6,000.00 | ₹6,295.23 |
4.92 %
|
| One Year | 2025-05-22 | ₹12,000.00 | ₹12,115.11 |
0.96 %
|
| Three Year | 2023-05-23 | ₹36,000.00 | ₹39,787.80 |
10.52 %
|
| Five Year | 2021-05-24 | ₹60,000.00 | ₹85,899.57 |
43.17 %
|
| Ten Year | 2016-05-24 | ₹120,000.00 | ₹287,684.86 |
139.74 %
|
| Since Inception | 2006-01-13 | ₹248,000.00 | ₹1,860,744.15 |
650.30 %
|
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 |
|---|---|---|---|
| Trustmf Small Cap Fund |
21.51%
|
N/A
|
11.02%
|
| Union Small Cap Fund Regular Plan - Growth |
17.92%
|
20.54%
|
15.11%
|
| Bank Of India Small Cap Fund |
11.33%
|
21.15%
|
24.12%
|
| Sundaram Small Cap Fund |
10.57%
|
20.07%
|
16.86%
|
| Aditya Birla Sun Life Small Cap Fund Growth-regular Plan |
10.03%
|
17.81%
|
12.31%
|
| DSP Small Cap Fund - Regular Plan - Growth |
9.81%
|
19.68%
|
17.26%
|
| Motilal Oswal Small Cap Fund |
9.19%
|
N/A
|
17.09%
|
| ITI Small Cap Fund |
9%
|
24.99%
|
19.01%
|
| PGIM India Small Cap Fund |
8.74%
|
15.84%
|
11.02%
|
| Mirae Asset Small Cap Fund |
8.17%
|
N/A
|
11.67%
|
| 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 |
47.32%
|
19.69%
|
8.35%
|
| Franklin U.s. Opportunities Equity Active Fund Of Funds - Growth |
29.11%
|
24.12%
|
16.66%
|
| Franklin India Corporate Debt Fund - Plan B - Growth |
9.4%
|
0.91%
|
7.9%
|
| Franklin India Liquid Fund - Super Institutional Plan - Growth |
6.17%
|
6.9%
|
7.1%
|
| Franklin India Arbitrage Fund - Growth |
6.07%
|
N/A
|
6.24%
|
| 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 Money Market Fund - Growth |
5.86%
|
7.09%
|
7.09%
|
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