Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Abs. Returns |
---|---|---|---|---|
One Week | 2010-10-22 | ₹1,000.00 | ₹992.35 |
-0.77 %
|
Two Week | 2010-10-14 | ₹1,000.00 | ₹989.76 |
-1.02 %
|
One Month | 2010-09-29 | ₹1,000.00 | ₹1,018.18 |
1.82 %
|
Three Months | 2010-08-02 | ₹3,000.00 | ₹3,167.20 |
5.57 %
|
Six Months | 2010-05-03 | ₹6,000.00 | ₹6,633.34 |
10.56 %
|
One Year | 2009-10-29 | ₹12,000.00 | ₹13,800.97 |
15.01 %
|
Three Year | 2007-10-30 | ₹36,000.00 | ₹48,760.54 |
35.45 %
|
Five Year | 2005-10-31 | ₹60,000.00 | ₹85,070.88 |
41.78 %
|
Ten Year | 2000-10-31 | ₹120,000.00 | ₹468,983.75 |
290.82 %
|
Since Inception | 2000-06-30 | ₹126,000.00 | ₹512,581.19 |
306.81 %
|
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 |
---|---|---|---|
Franklin India Income Opportunities Fund - Segregated PF 2 (10.90% Vodafone Idea Ltd 02Sep2023-Growth |
308.94%
|
-42.2%
|
-42.2%
|
Mirae Asset Nyse Fang + Etf Fund Of Fund - Regular Plan |
58.66%
|
37.24%
|
34.26%
|
DSP World Gold Fund of Fund - Regular Plan - Growth |
49.81%
|
4.81%
|
6.88%
|
Uti Gold Etf Fund Of Fund - Regular Plan |
39.47%
|
37.33%
|
37.33%
|
SBI Gold Fund - Regular Plan - Growth |
38.73%
|
4.85%
|
8.53%
|
DSP Gold ETF Fund of Fund - Regular Plan - Growth |
38.63%
|
55.59%
|
55.59%
|
ICICI Prudential Regular Gold Savings Fund (FOF) - Growth |
38.58%
|
4.84%
|
9%
|
Kotak Gold Fund - Regular Plan - Growth |
38.57%
|
4.43%
|
10.02%
|
Lic Mf Gold Etf Fund Of Fund - Regular Plan - Growth |
38.56%
|
4.83%
|
7.55%
|
Aditya Birla Sun Life Gold Fund - Regular Plan - Growth |
38.43%
|
4.77%
|
8.49%
|
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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