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 |
---|---|---|---|
Franklin India Income Opportunities Fund - Segregated PF 2 (10.90% Vodafone Idea Ltd 02Sep2023-Growth |
308.94%
|
38.96%
|
19.92%
|
DSP World Gold Fund of Fund - Regular Plan - Growth |
56.98%
|
54.02%
|
6.62%
|
Mirae Asset NYSE FANG + ETF Fund of Fund - Regular Plan |
55.73%
|
88.25%
|
31.16%
|
Kotak Gold Fund - Regular Plan - Growth |
41.53%
|
36.58%
|
9.8%
|
DSP Gold ETF Fund of Fund - Regular Plan - Growth |
41.43%
|
25.31%
|
30.88%
|
ICICI Prudential Regular Gold Savings Fund (FOF) - Growth |
40.6%
|
37.16%
|
8.54%
|
Aditya Birla Sun Life Gold Fund - Regular Plan - Growth |
40.45%
|
37.25%
|
8.33%
|
SBI Gold Fund - Regular Plan - Growth |
37.54%
|
36.93%
|
8.04%
|
UTI Gold ETF Fund of Fund - Regular Plan |
37.35%
|
37.78%
|
26.45%
|
HDFC Gold Fund - Regular Plan - Growth |
37.18%
|
37.08%
|
8.25%
|
Scheme Name | 1Y | 3Y | SI |
---|---|---|---|
Invesco India Invesco Global Consumer Trends Fund of Fund - Regular Plan - Growth |
39.87%
|
26.77%
|
1.66%
|
Invesco India Gold ETF Fund of Fund - Regular Plan - Growth |
36.35%
|
35.88%
|
7.91%
|
Invesco India Gold Exchange Traded Fund - Growth |
34.84%
|
37.69%
|
11.28%
|
Invesco India Business Cycle Fund - Regular Plan - Regular Plan |
26.6%
|
12.52%
|
81.07%
|
Invesco India Invesco Global Equity Income Fund of Fund - Regular Plan - Growth |
23.43%
|
35.64%
|
10.56%
|
Invesco India Midcap Fund - Regular Plan - Growth |
19.7%
|
49.27%
|
17.3%
|
Invesco India Invesco EQQQ NASDAQ-100 ETF Fund of Fund - Regular Plan - Growth |
19.64%
|
41.57%
|
20.89%
|
Invesco India Large & Mid Cap Fund - Regular Plan - Growth |
15.91%
|
44.76%
|
13.89%
|
Invesco India Invesco Pan European Equity Fund of Fund - Regular Plan - Growth |
14.63%
|
28%
|
5.93%
|
Invesco India Small Cap Fund - Regular Plan - Growth |
12.77%
|
46.44%
|
24.29%
|
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