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 10%, if your total long term capital gain exceeds 1 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 15%. Any cess/surcharge is not included in the 15%.
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 |
---|---|---|---|---|---|---|---|
Nippon India Large Cap Fund - Direct Plan - Growth | 4 | 11069.44 | -5.96 | 0.99 | -6.54 | 11.19 | 9.89 |
ICICI Prudential Bluechip Fund - Direct Plan - Growth | 5 | 31235.13 | -6.11 | -1.41 | -6.94 | 9.57 | 13.05 |
IDBI India Top 100 Equity Fund - Direct Plan - Growth | 5 | 573.92 | -6.88 | -1.21 | -8.19 | 9.10 | 15.50 |
Sundaram Large Cap Fund - Direct Plan - Growth | 3 | 3037.77 | -5.87 | -1.37 | -8.62 | 8.27 | 0.00 |
Invesco India Largecap Fund - Direct Plan - Growth | 4 | 601.62 | -6.72 | -3.62 | -11.49 | 8.09 | 13.09 |
HDFC Top 100 Fund - Direct Plan - Growth | 2 | 21023.24 | -6.40 | 1.84 | -4.64 | 8.09 | 9.24 |
Mirae Asset Large Cap Fund - Direct Plan - Growth | 3 | 31722.14 | -6.42 | -0.61 | -8.30 | 7.13 | 12.62 |
Mahindra Manulife Large Cap Pragati Yojana - Direct Plan - Growth | 5 | 153.04 | -6.43 | -0.34 | -8.10 | 6.98 | 13.84 |
JM Large Cap Fund - (Direct) - Growth | 4 | 49.33 | -6.11 | -0.61 | -9.18 | 6.92 | 11.33 |
Tata Large Cap Fund - Direct Plan - Growth | 3 | 1173.40 | -6.57 | -1.14 | -8.42 | 6.75 | 11.20 |
Out of 38 mutual fund schemes offered by this AMC, 1 is/are ranked 5 * , 2 is/are ranked 4 * , 9 is/are ranked 3 * , 4 is/are ranked 2 * , 1 is/are ranked 1 * , and 21 schemes are not ranked. See more about AMC