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 |
|---|---|---|---|
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth |
11.55%
|
18.86%
|
14.91%
|
| SBI Large Cap Fund - Regular Plan - Growth |
10.65%
|
15.48%
|
12.11%
|
| Mirae Asset Large Cap Fund |
10.55%
|
14.12%
|
10.41%
|
| Bajaj Finserv Large Cap Fund |
10.15%
|
N/A
|
3.26%
|
| Tata Large Cap Fund Regular Plan - Growth |
10.07%
|
15.83%
|
16.36%
|
| Aditya Birla Sun Life Large Cap Fund -growth-regular Plan(formerly Known As Aditya Birla Sun Life Fr |
9.97%
|
16.56%
|
18.77%
|
| Mahindra Manulife Large Cap Fund - Regular - Growth |
9.88%
|
15.3%
|
13.77%
|
| Kotak Large Cap Fund - Growth (regular Plan) (erstwhile Kotak Bluechip Scheme) |
9.39%
|
16.25%
|
18.55%
|
| Bandhan Large Cap Fund-regular Plan-growth |
9.38%
|
18.45%
|
11.27%
|
| Nippon India Large Cap Fund |
9.37%
|
19.96%
|
12.95%
|
| Fund Name | AUM | Expense Ratio |
|---|---|---|
| LIC MF Large Cap Fund | - | 1.01 |
| Mahindra Manulife Large Cap Fund - Regular - Growth | - | 0.66 |
| ITI Large Cap Fund | - | 0.61 |
| Groww Large Cap Fund | - | - |
| Baroda Bnp Paribas Large Cap Fund | - | 0.76 |
| PGIM India Large Cap Fund | - | 0.85 |
| JM Large Cap Fund | - | 0.81 |
| Franklin India Large Cap Fund - Growth (erstwhile Franklin India Bluchip Fund - Growth) | - | 0.95 |
| Bandhan Large Cap Fund-regular Plan-growth | - | 0.88 |
| SBI Large Cap Fund - Regular Plan - Growth | - |
| Fund Name | Std. deviation | Beta | Sharpe Ratio |
|---|---|---|---|
| LIC MF Large Cap Fund | - | ||
| Mahindra Manulife Large Cap Fund - Regular - Growth | - | ||
| ITI Large Cap Fund | - | 1.00 | 0.52 |
| Groww Large Cap Fund | - | - | - |
| Baroda Bnp Paribas Large Cap Fund | - | ||
| PGIM India Large Cap Fund | - | ||
| JM Large Cap Fund | - | ||
| Franklin India Large Cap Fund - Growth (erstwhile Franklin India Bluchip Fund - Growth) | - | 0.82 | 0.71 |
| Bandhan Large Cap Fund-regular Plan-growth | - | ||
| SBI Large Cap Fund - Regular Plan - Growth | - |
| Scheme Name | 1Y | 3Y | SI |
|---|---|---|---|
| Parag Parikh Flexi Cap Fund - Regular Plan Growth |
8.34%
|
22.64%
|
18.69%
|
| Parag Parikh Conservative Hybrid Fund - Regular Plan Growth |
7.5%
|
11.2%
|
9.83%
|
| Parag Parikh Liquid Fund Regular Plan Growth |
6.21%
|
6.58%
|
5.35%
|
| Parag Parikh Arbitrage Fund - Regular Plan Growth |
6.17%
|
N/A
|
6.74%
|
| Parag Parikh ELSS Tax Saver Fund - Regular Plan |
5.95%
|
17.53%
|
19.67%
|
| Parag Parikh Dynamic Asset Allocation Fund-regular Plan Growth |
5.73%
|
N/A
|
7.59%
|
| Parag Parikh Large Cap Fund - Regular Plan Growth |
N/A
|
N/A
|
0%
|
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