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 |
|---|---|---|---|
| Canara Robeco Indigo Fund |
50.82%
|
4.43%
|
5.34%
|
| ICICI Prudential Nasdaq 100 Index Fund - Growth |
44.73%
|
30.67%
|
20.39%
|
| HDFC Bse Sensex ETF Bse Scrip Code: 539517 Nse Symbol: Hdfcsensex |
21.87%
|
N/A
|
13.83%
|
| SBI Bse PSU Bank Index Fund - Regular Growth |
20.55%
|
N/A
|
27.62%
|
| Edelweiss Msci India Domestic & World Healthcare 45 Index Fund |
18.73%
|
19.98%
|
15.8%
|
| Tata Nifty Capital Markets Index Fund Regular Plan Growth |
15.48%
|
N/A
|
25.66%
|
| ICICI Prudential Nifty200 Value 30 Index Fund - Growth |
14.86%
|
N/A
|
6.1%
|
| ICICI Prudential Nifty Pharma Index Fund - Growth |
14.52%
|
21.62%
|
20%
|
| Tata Nifty Midsmall Healthcare Index Fund Regular Plan Growth |
13.71%
|
N/A
|
17.92%
|
| UTI Nifty 500 Value 50 Index Fund |
13.09%
|
27.84%
|
28.6%
|
| Scheme Name | 1Y | 3Y | SI |
|---|---|---|---|
| Motilal Oswal Nasdaq 100 Fund Of Fund |
70.58%
|
38.4%
|
28.36%
|
| Motilal Oswal Nasdaq Q 50 ETF |
64.9%
|
29.76%
|
14.62%
|
| Motilal Oswal Gold And Silver Passive Fund Of Funds |
60.14%
|
35.82%
|
32.67%
|
| Motilal Oswal Nifty 5 Year Benchmark G Sec ETF |
36.24%
|
10.86%
|
5.73%
|
| Motilal Oswal S And P 500 Index Fund |
32.99%
|
24.05%
|
20.32%
|
| Motilal Oswal Developed Market Ex US Etfs Overseas Equity Passive FOF |
32.66%
|
N/A
|
23.44%
|
| Motilal Oswal Active Momentum Fund |
22.63%
|
N/A
|
27.32%
|
| Motilal Oswal Bse Enhanced Value ETF |
22.36%
|
31.43%
|
31.53%
|
| Motilal Oswal Nifty Capital Market Index Fund |
15.78%
|
N/A
|
17.64%
|
| Motilal Oswal Nifty Midsmall Financial Services Index Fund |
15.57%
|
N/A
|
25.16%
|
| Fund Name | Std. deviation | Beta | Sharpe Ratio |
|---|---|---|---|
| Motilal Oswal Nasdaq Q 50 ETF | - | - | - |
| Motilal Oswal Nifty 500 Index Fund | - | - | - |
| Motilal Oswal Bse Financials Ex Bank 30 Index Fund | - | - | - |
| Motilal Oswal Digital India Fund | - | - | - |
| Motilal Oswal Nifty Microcap 250 Index Fund | - | - | - |
| Motilal Oswal Bse Healthcare ETF | - | - | - |
| Motilal Oswal Arbitrage Fund | - | - | - |
| Motilal Oswal Asset Allocation Passive Fund Of Fund - Conservative | - | - | - |
| Motilal Oswal Active Momentum Fund | - | - | - |
| Motilal Oswal Bse 1000 Index Fund | - | - | - |
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