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 |
---|---|---|---|
JM G-Sec Fund - Growth |
12.33%
|
9.33%
|
9.47%
|
SBI Magnum Gilt Fund - Long Term Growth PF Fixed 1 Year |
12.02%
|
19.48%
|
4.97%
|
NIPPON INDIA GILT SECURITIES FUND - INSTITUTIONAL PLAN - AUTOMATIC CAPITAL APPRECIATION PAYOUT OPTION |
11.9%
|
20.16%
|
9.81%
|
NIPPON INDIA ETF NIFTY 8-13 YR G-SEC LONG TERM GILT LT - GROWTH |
11.07%
|
14.33%
|
7.21%
|
ICICI Prudential Constant Maturity Gilt Fund - Growth |
11.05%
|
13.98%
|
8.8%
|
Bandhan Crisil IBX Gilt April 2032 Index Fund - Regular Plan - Growth |
10.87%
|
11.21%
|
9.41%
|
DSP CRISILSDLPlus G-SecApr2033 50:50IndexFund -Reg-GR. Mat.Dt.25-04-2033 |
10.71%
|
11.47%
|
9.4%
|
Bandhan Government Securities Fund - Regular Plan - Growth |
10.65%
|
13.89%
|
6.76%
|
Bandhan CRISIL IBX 90:10 SDL Plus Gilt April 2032 Index Fund - Regular Plan - Growth |
10.63%
|
11.9%
|
9.12%
|
ADITYA BIRLA SUN LIFE CRISIL IBX GILT APRIL 2033 Index Fund - Regular Plan - Growth |
10.52%
|
7.42%
|
9.93%
|
Scheme Name | 1Y | 3Y | SI |
---|---|---|---|
VALUE FUND - GROWTH PLAN |
95.4%
|
37.75%
|
18.36%
|
EMERGING TECH. FUND - GROWTH PLAN |
61.81%
|
5.11%
|
-19.4%
|
SUNDARAM SMALL CAP FUND - INSTITUTIONAL PLAN - GROWTH |
60.18%
|
39.63%
|
15.14%
|
SUNDARAM MID CAP FUND - INSTITUTIONAL |
37.34%
|
25.24%
|
15.82%
|
SUNDARAM EQUITY FUND - REGULAR PLAN - GROWTH |
36.6%
|
28.83%
|
24.43%
|
SUNDARAM SMART NIFTY 100 EQUAL WEIGHT FUND - REGULAR PLAN - GROWTH |
31.76%
|
24.23%
|
12.6%
|
PRINCIPAL PERSONAL TAX SAVER FUND - Regular Plan - Growth |
30.74%
|
25.7%
|
14.11%
|
SUNDARAM EQUITY HYBRID FUND - REGULAR PLAN - GROWTH |
26.84%
|
24.78%
|
12.85%
|
JUNIOR CAP FUND - GROWTH PLAN - GROWTH PLAN |
26.53%
|
18.09%
|
13.39%
|
SUNDARAM SERVICES FUND - REGULAR PLAN - GROWTH |
16.68%
|
38.04%
|
20.79%
|
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