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 |
|---|---|---|---|
| Whiteoak Capital Multi Asset Allocation Fund - Regular Plan - Growth |
14.35%
|
N/A
|
17.52%
|
| Dsp Multi Asset Allocation Fund - Regular Plan - Growth |
12.8%
|
N/A
|
20.58%
|
| Nippon India Multi Asset Allocation Fund - Growth |
11.16%
|
11.44%
|
17.5%
|
| Mahindra Manulife Multi Asset Allocation Fund - Regular Plan - Growth |
11.02%
|
N/A
|
16.2%
|
| Union Multi Asset Allocation Fund - Regular Plan - Growth |
10.81%
|
N/A
|
10.97%
|
| Quantum Multi Asset Fund Of Funds - Regular Plan - Growth |
9.38%
|
4.51%
|
9.55%
|
| Mirae Asset Multi Asset Allocation Fund - Regular Plan |
9.24%
|
N/A
|
14.07%
|
| Sundaram Multi Asset Allocation Fund - Regular Plan - Growth |
9.2%
|
N/A
|
15.07%
|
| Icici Prudential Multi Asset Fund - Growth |
8.64%
|
2.39%
|
20.93%
|
| Sbi Multi Asset Allocation Fund - Regular Plan - Growth |
8.55%
|
2.39%
|
9.61%
|
| Scheme Name | 1Y | 3Y | SI |
|---|---|---|---|
| Groww Short Duration Fund - Regular Plan - Growth |
7.66%
|
1.62%
|
6.42%
|
| Groww Liquid Fund - Existing Plan - Growth |
6.83%
|
1.45%
|
6.98%
|
| Groww Overnight Fund - Regular Plan - Growth |
5.91%
|
2.94%
|
4.87%
|
| Groww Nifty 1d Rate Liquid Etf - Regular |
5.75%
|
N/A
|
5.85%
|
| Groww Dynamic Bond Fund - Regular Plan - Growth |
4.75%
|
2.56%
|
5.8%
|
| Groww Banking & Financial Services Fund - Regular Plan - Growth |
3.93%
|
N/A
|
8.9%
|
| Groww Value Fund - Regular Plan - Growth |
0.7%
|
4.91%
|
10.38%
|
| Groww Savings Income Fund (erstwhile Monthly Income Plan Until 06.03.18) - Regular Plan - Growth |
0.06%
|
N/A
|
8.4%
|
| Groww Savings Fund - Regular Plan - Growth |
0.02%
|
-0.01%
|
6.71%
|
| Groww Nifty Next 50 Etf - Growth - Growth |
N/A
|
N/A
|
9.17%
|
| Fund Name | Std. deviation | Beta | Sharpe Ratio |
|---|---|---|---|
| Groww Dynamic Bond Fund - Regular Plan - Growth | - | Unknown | Unknown |
| Groww Nifty Next 50 Etf - Growth - Growth | - | - | - |
| Groww Aggressive Hybrid Fund - Regular Plan - Growth | - | Unknown | Unknown |
| Groww Overnight Fund - Regular Plan - Growth | - | Unknown | Unknown |
| Groww Large Cap Fund - Regular Plan - Growth | - | - | - |
| Groww Nifty Ev & New Age Automotive Etf Fof - Regular Plan | - | - | - |
| Groww Nifty 1d Rate Liquid Etf - Regular | - | - | - |
| Groww Nifty 50 Index Fund - Regular Plan - Growth - Regular Plan - Growth | - | - | - |
| Groww Short Duration Fund - Regular Plan - Growth | - | Unknown | Unknown |
| Groww Nifty India Defence Etf - Growth | - | - | - |
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