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 |
---|---|---|---|
Quantum Gold Savings Fund - Regular Plan - Growth |
31.82%
|
34.66%
|
14.11%
|
NIPPON INDIA GOLD SAVINGS FUND - GROWTH |
31.16%
|
34.29%
|
9.55%
|
Canara Robeco Gold Savings Fund - Regular |
20.52%
|
8.5%
|
1.65%
|
DSP Regular Savings Fund - Regular Plan - Growth |
9.53%
|
17.12%
|
8.78%
|
Aditya Birla Sun Life Regular Savings Fund - Monthly Payment - Regular Plan |
9.38%
|
16.06%
|
9.38%
|
Aditya Birla Sun Life Regular Savings Fund - Regular Plan - Growth |
9.38%
|
16.06%
|
9.38%
|
ICICI Prudential Regular Savings Fund - Growth |
9.16%
|
17.23%
|
9.99%
|
ICICI Prudential Savings Fund - Growth |
8.34%
|
12.3%
|
7.8%
|
Aditya Birla Sun Life Savings Fund - Retail Plan - Growth |
8.07%
|
11.24%
|
7.76%
|
Aditya Birla Sun Life Savings Fund - Regular Plan - Growth |
8.07%
|
11.24%
|
7.81%
|
Fund Name | Std. deviation | Beta | Sharpe Ratio |
---|---|---|---|
DSP Regular Savings Fund - Regular Plan - Growth | - | - | - |
DSP Savings Fund - Regular Plan - Growth | - | - | - |
DSP Ultra Short Fund - Regular Plan - Growth | - | - | - |
Kotak Savings Fund - Regular Plan - Growth | - | - | - |
SBI Savings Fund - Regular Plan - Growth | - | - | - |
Aditya Birla Sun Life Savings Fund | - | Unknown | Unknown |
Aditya Birla Sun Life Savings Fund - Retail Plan - Growth | - | Unknown | Unknown |
Aditya Birla Sun Life Savings Fund - Regular Plan - Growth | - | Unknown | Unknown |
Aditya Birla Sun Life Regular Savings Fund - Monthly Payment - Regular Plan | - | Unknown | Unknown |
ICICI Prudential Regular Savings Fund - Growth | - |
Scheme Name | 1Y | 3Y | SI |
---|---|---|---|
VALUE FUND - GROWTH PLAN |
95.4%
|
37.75%
|
18.36%
|
EMERGING TECH. FUND - GROWTH PLAN |
61.81%
|
5.11%
|
-19.4%
|
SUNDARAM SMALL CAP FUND - INSTITUTIONAL PLAN - GROWTH |
60.18%
|
39.63%
|
15.14%
|
SUNDARAM MID CAP FUND - INSTITUTIONAL |
37.34%
|
25.24%
|
15.82%
|
SUNDARAM EQUITY FUND - REGULAR PLAN - GROWTH |
36.6%
|
28.83%
|
24.43%
|
SUNDARAM SMART NIFTY 100 EQUAL WEIGHT FUND - REGULAR PLAN - GROWTH |
31.76%
|
24.23%
|
12.6%
|
PRINCIPAL PERSONAL TAX SAVER FUND - Regular Plan - Growth |
30.74%
|
25.7%
|
14.11%
|
SUNDARAM EQUITY HYBRID FUND - REGULAR PLAN - GROWTH |
26.84%
|
24.78%
|
12.85%
|
JUNIOR CAP FUND - GROWTH PLAN - GROWTH PLAN |
26.53%
|
18.09%
|
13.39%
|
SUNDARAM SERVICES FUND - REGULAR PLAN - GROWTH |
16.68%
|
38.04%
|
20.79%
|
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