| 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 | 0.78 | 4.21 | 6.13 | 9.35 | 0.00 |
| ICICI Prudential Large Cap Fund - Direct Plan - Growth | 5 | 75863.08 | 2.82 | 5.84 | 7.22 | 8.24 | 18.14 |
| Mirae Asset Large Cap Fund - Direct Plan - Growth | 3 | 41087.55 | 2.18 | 5.41 | 6.84 | 6.62 | 13.59 |
| DSP Large Cap Fund - Direct Plan - Growth | 5 | 6933.59 | 2.15 | 5.45 | 4.77 | 6.45 | 18.27 |
| PGIM India Large Cap Fund - Direct Plan - Growth | 3 | 608.98 | 1.69 | 4.17 | 5.81 | 6.25 | 12.81 |
| SBI Large Cap Fund - Direct Plan - Growth | 3 | 54687.99 | 1.84 | 4.75 | 5.52 | 6.11 | 14.45 |
| Nippon India Large Cap Fund - Direct Plan - Growth | 5 | 48870.60 | 1.07 | 3.80 | 5.77 | 6.03 | 19.37 |
| Aditya Birla Sun Life Large Cap Fund - Direct Plan - Growth | 4 | 31015.85 | 1.53 | 5.25 | 5.91 | 6.00 | 15.43 |
| Bandhan Large Cap Fund - Direct Plan - Growth | 4 | 2016.94 | 1.25 | 5.37 | 7.29 | 5.95 | 17.64 |
| Kotak Large Cap Fund - Direct Plan - Growth | 4 | 10899.85 | 1.70 | 5.58 | 6.16 | 5.93 | 16.18 |
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