Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Abs. Returns |
---|---|---|---|---|
One Week | 2004-05-07 | ₹1,000.00 | ₹998.55 |
-0.15 %
|
Two Week | 2004-04-29 | ₹1,000.00 | ₹1,000.33 |
0.03 %
|
One Month | 2004-04-15 | ₹1,000.00 | ₹999.03 |
-0.10 %
|
Three Months | 2004-02-16 | ₹3,000.00 | ₹3,021.37 |
0.71 %
|
Six Months | 2003-11-17 | ₹6,000.00 | ₹6,069.33 |
1.16 %
|
One Year | 2003-05-19 | ₹12,000.00 | ₹12,386.42 |
3.22 %
|
Three Year | 2001-05-15 | ₹36,000.00 | ₹40,688.86 |
13.02 %
|
Since Inception | 2000-03-31 | ₹51,000.00 | ₹60,916.55 |
19.44 %
|
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%
|
4.09%
|
9.78%
|
Jm Financial Jm Income Fund - Serial Plan 2003 - Growth - Growth Plan - Growth Plan |
9.29%
|
12.33%
|
12.33%
|
Jm Financial Jm Income Fund - Serial Plan 2002-growth - Growth Plan - Growth Plan |
9.19%
|
17.06%
|
17.06%
|
Edelweiss Income Fund - Series 301 - Growth |
8.55%
|
8.42%
|
8.68%
|
HDFC Income Fund - Regular Plan - Growth |
8.03%
|
0.9%
|
7.42%
|
SBI Magnum Income Fund - Regular Plan - Growth |
7.88%
|
0.92%
|
7.45%
|
Aditya Birla Sun Life Income Fund - Regular Plan - Growth |
7.84%
|
0.88%
|
8.24%
|
Kotak Bond Fund - Regular Plan - Growth |
7.7%
|
0.89%
|
8.31%
|
Groww Income Fund - Regular Plan - Growth |
7.14%
|
2.69%
|
7.53%
|
Canara Robeco Income Fund - Growth Auto Repurchase |
6.66%
|
0.84%
|
8.11%
|
Scheme Name | 1Y | 3Y | SI |
---|---|---|---|
Sundaram Equity Growth Fund - Growth Plan |
120.72%
|
23.55%
|
9.96%
|
Sundaram Equity Growth Fund - Growth Plan |
96.67%
|
24.55%
|
12.9%
|
Sundaram Value Fund - Growth Plan |
95.4%
|
17.37%
|
2.82%
|
Sundaram Emerging Tech. Fund - Growth Plan |
61.81%
|
2.52%
|
-19.93%
|
Sundaram Small Cap Fund - Institutional Plan - Growth |
60.18%
|
5.27%
|
16.03%
|
Sundaram Mid Cap Fund - Institutional |
37.34%
|
3.52%
|
16.76%
|
Sundaram Equity Fund - Regular Plan - Growth |
36.6%
|
28.83%
|
28.83%
|
Sundaram Principal Pnb Long Term Equity Fund 3 Year Plan - Series Ii - Growth Plan - Growth Plan |
35.07%
|
8.32%
|
8.32%
|
Principal Index Fund Midcap - Regular Plan - Growth |
33.76%
|
17.34%
|
25.14%
|
Sundaram Focussed Advantage Fund - Growth Plan - Growth Plan |
32.13%
|
45.4%
|
45.4%
|
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