Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Abs. Returns |
---|---|---|---|---|
One Week | 2002-06-20 | ₹1,000.00 | ₹1,001.45 |
0.15 %
|
Two Week | 2002-06-12 | ₹1,000.00 | ₹1,003.26 |
0.33 %
|
One Month | 2002-05-28 | ₹1,000.00 | ₹1,006.69 |
0.67 %
|
Three Months | 2002-03-30 | ₹3,000.00 | ₹3,039.87 |
1.33 %
|
Six Months | 2001-12-31 | ₹6,000.00 | ₹6,138.73 |
2.31 %
|
One Year | 2001-06-27 | ₹12,000.00 | ₹12,563.33 |
4.69 %
|
Since Inception | 2001-04-10 | ₹15,000.00 | ₹15,863.24 |
5.75 %
|
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 |
---|---|---|---|
Groww Savings Income Fund (Erstwhile Monthly Income Plan until 06.03.18) - Regular Plan - Growth |
14.46%
|
10.54%
|
8.4%
|
Kotak Bond - Regular Plan - Growth |
11.57%
|
16.57%
|
8.94%
|
HDFC Income Fund - Regular Plan - Growth |
8.61%
|
11.78%
|
7.37%
|
Edelweiss Income Fund - Series 301 - Growth |
8.55%
|
12.89%
|
8.43%
|
Aditya Birla Sun Life Income Fund - Discipline Advantage Plan |
8.39%
|
8.26%
|
7.33%
|
SBI Magnum Income Fund - Regular Plan - Growth |
8.38%
|
12.04%
|
7.38%
|
Aditya Birla Sun Life Income Fund - Regular Plan - Growth |
8.16%
|
11.46%
|
8.14%
|
Kotak Bond Fund - Regular Plan - Growth |
8.14%
|
11.82%
|
8.25%
|
NIPPON INDIA INCOME FUND - GROWTH |
7.74%
|
12.05%
|
8.31%
|
Groww Income Fund - Regular Plan - Growth |
7.14%
|
11.18%
|
7.45%
|
Scheme Name | 1Y | 3Y | SI |
---|---|---|---|
JM Equity Tax Saver Fund-Series-1 - Growth Plan - Growth Plan |
77.16%
|
-16.17%
|
-11.1%
|
JM G-Sec Fund - Growth |
12.33%
|
9.33%
|
9.47%
|
JM Fixed Maturity Fund-Series IV - Yearly Plan - Growth Plan - Growth Plan |
10.66%
|
5.48%
|
10.94%
|
JM Fixed Maturity Fund - Series IV -13 Months Plan - Growth Plan - Growth Plan |
10.43%
|
5.58%
|
10.56%
|
JM Interval Fund - Quarterly Plan 5 - Institutional Growth Plan - Institutional Growth Plan |
10.08%
|
4.92%
|
10.13%
|
JM Large Cap Fund - Growth Plan - Growth Plan |
9.98%
|
5.23%
|
10.26%
|
JM Dynamic Bond Fund - Regular Plan - Growth |
9.56%
|
11.45%
|
6.71%
|
JM Medium to Long Duration Fund - Regular Plan - Growth |
9.51%
|
11.75%
|
6.24%
|
JM Interval Fund - Quarterly Plan 5 - Regular Growth Plan - Regular Growth Plan |
9.44%
|
4.77%
|
9.54%
|
JM Fixed Maturity Fund-Series IV - 15 Months Plan 2 - Institutional Growth Plan - Institutional Growth Plan |
9.39%
|
6.37%
|
10.46%
|
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