| 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 | 2779.28 | 1.91 | 3.29 | 6.95 | 12.36 | 0.00 |
| PGIM India Large Cap Fund - Direct Plan - Growth | 3 | 592.77 | 0.78 | 3.06 | 4.97 | 7.36 | 13.13 |
| WhiteOak Capital Large Cap Fund - Direct Plan - Growth | NA | 1046.93 | 1.14 | 3.69 | 6.86 | 7.19 | 0.00 |
| ICICI Prudential Large Cap Fund - Direct Plan - Growth | 5 | 73034.52 | 1.08 | 3.47 | 5.99 | 7.15 | 18.03 |
| Nippon India Large Cap Fund - Direct Plan - Growth | 5 | 46463.11 | 0.86 | 3.77 | 7.97 | 7.09 | 19.46 |
| Bandhan Large Cap Fund - Direct Plan - Growth | 4 | 1916.18 | 1.87 | 4.39 | 8.20 | 6.91 | 17.43 |
| Kotak Large Cap Fund - Direct Plan - Growth | 4 | 10426.76 | 1.30 | 4.14 | 6.41 | 6.75 | 16.12 |
| Mirae Asset Large Cap Fund - Direct Plan - Growth | 3 | 39615.50 | 1.57 | 3.88 | 7.09 | 6.61 | 13.72 |
| Canara Robeco Large Cap Fund - Direct Plan - Growth | 4 | 16514.67 | 1.27 | 3.07 | 5.22 | 6.27 | 15.92 |
| Invesco India Largecap Fund - Direct Plan - Growth | 4 | 1606.01 | 1.25 | 4.56 | 7.36 | 6.13 | 18.20 |
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