| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Abs. Returns |
|---|---|---|---|---|
| Since Inception | 2026-09-03 | ₹1,000.00 | ₹998.93 |
-0.11 %
|
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 |
|---|---|---|---|
| HSBC Large & Mid Cap Fund - Regular Growth (Formerly Known As HSBC Large And Midcap Equity Fund Grow |
12.91%
|
17.39%
|
15.98%
|
| Quant Large And Mid Cap Fund |
12.33%
|
14.49%
|
13.6%
|
| Motilal Oswal Large And Midcap Fund |
12.32%
|
21.85%
|
21.08%
|
| Sundaram Large And Mid Cap Fund |
10.94%
|
14.48%
|
12.12%
|
| Bank Of India Large And Mid Cap Fund |
9.52%
|
14.25%
|
13.97%
|
| Invesco India Large & Mid Cap Fund |
9.35%
|
22.15%
|
13.44%
|
| Bank Of India Large And Mid Cap Fund |
8.56%
|
13.2%
|
13.32%
|
| Axis Large & Mid Cap Fund |
8.15%
|
14.81%
|
17.28%
|
| Whiteoak Capital - Large And Mid Cap Fund - Regular Plan Growth |
8.02%
|
N/A
|
12.95%
|
| Aditya Birla Sun Life Large & Mid Cap Fund - Growth-Regular Plan (Formerly Known As Aditya Birla Sun |
7.64%
|
11.25%
|
15.3%
|
| Scheme Name | 1Y | 3Y | SI |
|---|---|---|---|
| Sapphire Equity Long-Short Sif - Growth |
N/A
|
N/A
|
0%
|
| Fund Name | AUM | Expense Ratio |
|---|---|---|
| Sapphire Equity Long-Short Sif - Growth | - | - |
| Fund Name | Std. deviation | Beta | Sharpe Ratio |
|---|---|---|---|
| Sapphire Equity Long-Short Sif - Growth | - | - | - |
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