Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Abs. Returns |
---|---|---|---|---|
One Week | 2010-09-21 | ₹1,000.00 | ₹995.30 |
-0.47 %
|
Two Week | 2010-09-13 | ₹1,000.00 | ₹992.19 |
-0.78 %
|
One Month | 2010-08-30 | ₹1,000.00 | ₹1,052.15 |
5.22 %
|
Three Months | 2010-06-30 | ₹3,000.00 | ₹3,221.40 |
7.38 %
|
Six Months | 2010-04-01 | ₹6,000.00 | ₹6,613.84 |
10.23 %
|
One Year | 2009-09-29 | ₹12,000.00 | ₹14,305.90 |
19.22 %
|
Three Year | 2007-09-29 | ₹36,000.00 | ₹57,088.46 |
58.58 %
|
Since Inception | 2007-09-28 | ₹37,000.00 | ₹57,930.12 |
56.57 %
|
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 |
---|---|---|---|
Jm Financial Jm Equity Tax Saver Fund-series-1 - Growth Plan - Growth Plan |
77.16%
|
-16.17%
|
-16.17%
|
SBI Long Term Advantage Fund - Series V - Regular Plan - Growth |
16.48%
|
9.67%
|
17.69%
|
Lic Mf Elss - Regular Plan - Growth |
15.71%
|
6.51%
|
17.71%
|
Bajaj Finserv Elss Tax Saver Fund - Regular Plan - Growth - Regular Plan - Growth |
10.67%
|
10.67%
|
10.67%
|
Edelweiss Tax Advantage Fund - Regular Plan - Growth |
9.86%
|
1.95%
|
13.68%
|
HSBC Tax Saver Equity Fund - Regular Plan - Growth |
8.26%
|
3.07%
|
13.37%
|
Whiteoak Capital ELSS Tax Saver Fund - Regular Plan - Growth |
6.57%
|
31.83%
|
31.83%
|
SBI Long Term Advantage Fund - Series II - Regular Plan - Growth |
5.72%
|
3.98%
|
14.68%
|
Parag Parikh ELSS Tax Saver Fund - Regular Plan |
4.8%
|
9.22%
|
21.25%
|
Motilal Oswal Elss Tax Saver Fund - Regular Plan |
4.71%
|
7.29%
|
17.91%
|
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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