| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Rank within Category |
|---|---|---|---|---|---|
| 1 Week | 04-Mar-22 | 10175.50 | 1.75% | - | 32/32 |
| 1 Month | 11-Feb-22 | 9514.20 | -4.86% | - | 31/31 |
| 3 Month | 13-Dec-21 | 9506.00 | -4.94% | - | 31/32 |
| 6 Month | 13-Sep-21 | 9308.50 | -6.92% | - | 30/32 |
| YTD | 31-Dec-21 | 9436.50 | -5.64% | - | 32/32 |
| 1 Year | 12-Mar-21 | 10801.20 | 8.01% | 7.99% | 29/31 |
| 2 Year | 13-Mar-20 | 15843.30 | 58.43% | 25.87% | 23/29 |
| 3 Year | 13-Mar-19 | 14827.00 | 48.27% | 14.02% | 22/28 |
| 5 Year | 10-Mar-17 | 17128.50 | 71.28% | 11.34% | 25/27 |
| Since Inception | 04-Jan-13 | 26943.30 | 169.43% | 11.39% | 28/32 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 12-Mar-21 | 12000 | 11927.66 | -0.6 % | -1.12 % |
| 2 Year | 13-Mar-20 | 24000 | 28947.85 | 20.62 % | 19.21 % |
| 3 Year | 13-Mar-19 | 36000 | 46192.91 | 28.31 % | 16.9 % |
| 5 Year | 10-Mar-17 | 60000 | 83624.1 | 39.37 % | 13.25 % |
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.
This fund is inactive, so it does not have any stocks/debt in its current portfolio.
| Scheme Name |
Crisil Rank |
Asset Size (Cr) |
1M |
3M |
6M |
1Y |
3Y |
|---|---|---|---|---|---|---|---|
| Motilal Oswal Large Cap Fund - Direct Plan - Growth | NA | 2942.26 | 0.44 | 4.32 | 6.14 | 11.29 | 0.00 |
| ICICI Prudential Large Cap Fund - Direct Plan - Growth | 5 | 75863.08 | 1.79 | 5.78 | 6.93 | 9.20 | 17.93 |
| Mirae Asset Large Cap Fund - Direct Plan - Growth | 3 | 41087.55 | 1.60 | 5.41 | 6.69 | 8.53 | 13.46 |
| Nippon India Large Cap Fund - Direct Plan - Growth | 5 | 48870.60 | 0.70 | 4.20 | 6.01 | 8.36 | 19.30 |
| PGIM India Large Cap Fund - Direct Plan - Growth | 3 | 608.98 | 1.17 | 4.60 | 6.19 | 8.07 | 12.73 |
| WhiteOak Capital Large Cap Fund - Direct Plan - Growth | NA | 1103.81 | 1.40 | 5.47 | 6.87 | 7.60 | 17.64 |
| Kotak Large Cap Fund - Direct Plan - Growth | 4 | 10899.85 | 1.19 | 5.82 | 6.34 | 7.57 | 16.00 |
| Aditya Birla Sun Life Large Cap Fund - Direct Plan - Growth | 4 | 31015.85 | 1.07 | 5.15 | 5.59 | 7.47 | 15.25 |
| Bandhan Large Cap Fund - Direct Plan - Growth | 4 | 2016.94 | 0.82 | 5.68 | 7.56 | 7.39 | 17.57 |
| SBI Large Cap Fund - Direct Plan - Growth | 3 | 54687.99 | 1.31 | 4.91 | 5.55 | 7.21 | 14.31 |
Out of 46 mutual fund schemes offered by this AMC, 4 is/are ranked 4 * , 7 is/are ranked 3 * , 6 is/are ranked 2 * , 2 is/are ranked 1 * , and 27 schemes are not ranked. See more about AMC