| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Rank within Category |
|---|---|---|---|---|---|
| 1 Week | 01-Sep-17 | 10015.40 | 0.15% | - | 24/29 |
| 1 Month | 08-Aug-17 | 10082.70 | 0.83% | - | 22/29 |
| 3 Month | 08-Jun-17 | 10253.00 | 2.53% | - | 26/29 |
| 6 Month | 08-Mar-17 | 11176.40 | 11.76% | - | 29/29 |
| YTD | 31-Dec-16 | 11967.70 | 19.68% | - | 11/29 |
| 1 Year | 08-Sep-16 | 11134.10 | 11.34% | 11.34% | 17/29 |
| 2 Year | 08-Sep-15 | 13550.30 | 35.50% | 16.38% | 10/29 |
| Since Inception | 29-Sep-14 | 14992.00 | 49.92% | 14.74% | 9/29 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 08-Sep-16 | 12000 | 13072.35 | 8.94 % | 16.91 % |
| 2 Year | 08-Sep-15 | 24000 | 28739.72 | 19.75 % | 18.33 % |
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 |
|---|---|---|---|---|---|---|---|
| SBI Equity Hybrid Fund - Regular Plan - Growth | 4 | 81951.86 | 0.59 | 4.76 | 6.02 | 15.93 | 14.42 |
| ICICI Prudential Equity & Debt Fund - Growth | 5 | 48071.30 | 0.70 | 5.02 | 5.74 | 12.99 | 19.13 |
| Bandhan Aggressive Hybrid Fund - Regular Plan - Growth | 3 | 1365.21 | 0.47 | 5.00 | 7.70 | 12.48 | 15.86 |
| Mirae Asset Aggressive Hybrid Fund - Growth | 3 | 9424.67 | 1.34 | 4.33 | 5.17 | 10.27 | 13.65 |
| Edelweiss Aggressive Hybrid Fund - Growth | 4 | 3316.79 | 0.46 | 3.62 | 4.32 | 9.68 | 16.88 |
| Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | 5 | 1969.84 | 0.88 | 4.00 | 3.90 | 9.57 | 16.58 |
| PGIM India Aggressive Hybrid Equity Fund - Growth | 5 | 215.89 | -0.31 | 2.16 | 2.46 | 9.23 | 12.33 |
| Union Aggressive Hybrid Fund - Regular Plan - Growth | 2 | 679.61 | 0.43 | 3.59 | 4.11 | 8.95 | 12.92 |
| HSBC Aggressive Hybrid Fund - Growth | 1 | 5663.01 | -0.61 | 3.57 | 7.82 | 8.68 | 16.00 |
| Nippon India Aggressive Hybrid Fund - Growth | 3 | 4081.01 | 0.86 | 4.14 | 4.71 | 8.52 | 15.18 |
Out of 96 mutual fund schemes offered by this AMC, 9 is/are ranked 5 * , 5 is/are ranked 4 * , 15 is/are ranked 3 * , and 67 schemes are not ranked. See more about AMC
| Scheme Name |
Crisil Rank |
Asset Size (Cr) |
1M |
3M |
6M |
1Y |
3Y |
|---|---|---|---|---|---|---|---|
| DSP Midcap Fund - Regular Plan - Growth | 3 | 19609.01 | 2.08 | 4.99 | 6.84 | 7.51 | 20.08 |
| DSP Liquidity Fund - Regular Plan - Growth | 3 | 19054.79 | 0.49 | 1.44 | 2.99 | 6.64 | 6.97 |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | 5 | 17241.31 | 2.54 | 5.74 | 4.12 | 8.55 | 19.71 |
| DSP Small Cap Fund - Regular Plan - Growth | 3 | 16867.93 | 3.75 | 4.56 | 8.54 | 5.29 | 21.19 |
| DSP Large & Mid Cap Fund - Regular Plan - Growth | 4 | 16530.07 | 2.51 | 5.79 | 4.36 | 8.22 | 20.26 |
| DSP Flexi Cap Fund - Regular Plan - Growth | 3 | 12197.68 | 1.61 | 5.94 | 4.09 | 6.41 | 17.76 |
| DSP Aggressive Hybrid Fund - Regular Plan - Growth | 4 | 11909.72 | 0.37 | 2.78 | 1.58 | 7.54 | 16.05 |
| DSP Savings Fund - Regular Plan - Growth | 3 | 7524.16 | 0.50 | 1.54 | 3.24 | 7.14 | 7.23 |
| DSP Large Cap Fund - Regular Plan - Growth | 5 | 6933.59 | 1.05 | 4.49 | 3.03 | 8.93 | 17.82 |
| DSP Arbitrage fund - Growth | 3 | 6447.92 | 0.41 | 1.32 | 2.89 | 6.15 | 6.97 |