Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Rank within Category |
---|---|---|---|---|---|
1 Week | 04-Mar-22 | 10173.10 | 1.73% | - | 34/34 |
1 Month | 11-Feb-22 | 9508.80 | -4.91% | - | 34/34 |
3 Month | 13-Dec-21 | 9482.40 | -5.18% | - | 32/34 |
6 Month | 13-Sep-21 | 9260.00 | -7.40% | - | 32/34 |
YTD | 31-Dec-21 | 9417.20 | -5.83% | - | 34/34 |
1 Year | 12-Mar-21 | 10698.00 | 6.98% | 6.96% | 31/33 |
2 Year | 13-Mar-20 | 15576.20 | 55.76% | 24.80% | 26/31 |
3 Year | 13-Mar-19 | 14477.70 | 44.78% | 13.11% | 24/30 |
5 Year | 10-Mar-17 | 16436.70 | 64.37% | 10.43% | 27/29 |
10 Year | 13-Mar-12 | 25344.90 | 153.45% | 9.74% | 27/28 |
Since Inception | 22-Jun-10 | 20529.40 | 105.29% | 6.32% | 33/34 |
Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
---|---|---|---|---|---|
1 Year | 12-Mar-21 | 12000 | 11859.51 | -1.17 % | -2.17 % |
2 Year | 13-Mar-20 | 24000 | 28640.29 | 19.33 % | 18.05 % |
3 Year | 13-Mar-19 | 36000 | 45526.39 | 26.46 % | 15.87 % |
5 Year | 10-Mar-17 | 60000 | 81754.08 | 36.26 % | 12.33 % |
10 Year | 13-Mar-12 | 120000 | 217781.45 | 81.48 % | 11.47 % |
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 - Growth | 4 | 10929.79 | -3.53 | -8.56 | -5.18 | 6.55 | 9.29 |
ICICI Prudential Bluechip Fund - Growth | 5 | 30956.42 | -3.86 | -8.91 | -7.50 | 4.47 | 11.58 |
HDFC Top 100 Fund - Growth | 3 | 20674.65 | -3.92 | -7.99 | -4.73 | 4.05 | 7.86 |
SBI Blue Chip Fund - Regular Plan - Growth | 4 | 31029.06 | -3.42 | -8.19 | -8.53 | 1.53 | 11.03 |
Aditya Birla Sun Life Frontline Equity Fund - Regular Plan - Growth | 3 | 20705.97 | -4.05 | -9.86 | -9.64 | 1.09 | 10.38 |
JM Large Cap Fund - Growth | 4 | 47.88 | -3.81 | -10.65 | -10.53 | 0.88 | 9.84 |
Baroda BNP Paribas Large Cap Fund - Regular Plan - Growth | 3 | 1253.06 | -3.70 | -9.06 | -8.42 | 0.73 | 11.30 |
IDBI India Top 100 Equity Fund - Growth | 5 | 566.82 | -4.94 | -11.10 | -10.65 | 0.40 | 13.02 |
Sundaram Large Cap Fund - Regular Plan - Growth | 3 | 2960.36 | -4.00 | -9.99 | -9.80 | 0.35 | 0.00 |
Invesco India Largecap Fund - Growth | 3 | 619.68 | -4.48 | -11.94 | -13.68 | 0.21 | 10.19 |
Out of 39 mutual fund schemes offered by this AMC, 2 is/are ranked 5 * , 1 is/are ranked 4 * , 8 is/are ranked 3 * , 5 is/are ranked 2 * , 2 is/are ranked 1 * , and 21 schemes are not ranked. See more about AMC