| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Abs. Returns |
|---|---|---|---|---|
| One Week | 2026-07-21 | ₹1,000.00 | ₹1,003.06 |
0.31 %
|
| Two Week | 2026-07-13 | ₹1,000.00 | ₹1,008.17 |
0.82 %
|
| One Month | 2026-06-29 | ₹1,000.00 | ₹1,023.06 |
2.31 %
|
| Three Months | 2026-04-29 | ₹3,000.00 | ₹3,074.55 |
2.48 %
|
| Six Months | 2026-01-29 | ₹6,000.00 | ₹6,265.28 |
4.42 %
|
| One Year | 2025-07-28 | ₹12,000.00 | ₹12,032.77 |
0.27 %
|
| Three Year | 2023-07-31 | ₹36,000.00 | ₹38,224.39 |
6.18 %
|
| Five Year | 2021-07-29 | ₹60,000.00 | ₹76,606.82 |
27.68 %
|
| Ten Year | 2016-08-01 | ₹120,000.00 | ₹223,678.99 |
86.40 %
|
| Since Inception | 2001-03-05 | ₹310,000.00 | ₹2,141,543.86 |
590.82 %
|
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 |
|---|---|---|---|
| Quant ELSS Tax Saver Fund |
10.79%
|
15.5%
|
14.25%
|
| Edelweiss Tax Advantage Fund |
7.56%
|
4.01%
|
13.45%
|
| NAVI ELSS Tax Saver Fund - Regular Plan Growth |
5.63%
|
10.7%
|
10.26%
|
| JM ELSS Tax Saver Fund |
5.52%
|
15.37%
|
9.26%
|
| Tata ELSS Fund Regular Plan Growth |
3.02%
|
11.88%
|
13.79%
|
| Bank Of India ELSS Tax Saver |
3.01%
|
12.93%
|
17.88%
|
| Edelweiss ELSS Tax Saver Fund |
2.96%
|
12.31%
|
14.82%
|
| Baroda Bnp Paribas ELSS Tax Saver Fund |
1.9%
|
14.62%
|
11.73%
|
| JM Tax Cover 96 - Growth Plan |
1.65%
|
0.08%
|
-42.86%
|
| JM Tax Cover 97 - Growth Plan |
1.65%
|
0.08%
|
-38.01%
|
| Scheme Name | 1Y | 3Y | SI |
|---|---|---|---|
| Taurus Large Cap Fund - Regular - Growth |
2.2%
|
12.84%
|
10.63%
|
| Taurus Infrastructure Fund - Regular - Growth |
0.57%
|
18.79%
|
10.66%
|
| Taurus Ethical Fund - Regular - Growth |
0.4%
|
15.45%
|
16.53%
|
| Taurus Infrastructure Fund - Regular Plan Growth |
N/A
|
N/A
|
-12.87%
|
| Taurus Flexi Cap Fund - Regular Plan Growth |
N/A
|
N/A
|
0.63%
|
| Taurus Large Cap Fund - Regular Plan Growth |
N/A
|
N/A
|
-4.54%
|
| Taurus Nifty 50 Index Fund - Regular Plan Growth |
N/A
|
N/A
|
-10.59%
|
| Taurus ELSS Tax Saver Fund - Regular Plan Growth |
N/A
|
N/A
|
-22.39%
|
| Taurus Mid Cap Fund - Regular Plan Growth |
N/A
|
N/A
|
-0.65%
|
| Taurus Ethical Fund - Regular Plan Growth |
N/A
|
N/A
|
-1.81%
|
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