| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Rank within Category |
|---|---|---|---|---|---|
| 1 Week | 01-Sep-17 | 10015.40 | 0.15% | - | 5/29 |
| 1 Month | 08-Aug-17 | 10082.70 | 0.83% | - | 23/29 |
| 3 Month | 08-Jun-17 | 10253.00 | 2.53% | - | 23/29 |
| 6 Month | 08-Mar-17 | 11176.40 | 11.76% | - | 28/29 |
| YTD | 31-Dec-16 | 11967.70 | 19.68% | - | 11/29 |
| 1 Year | 08-Sep-16 | 11134.10 | 11.34% | 11.34% | 16/29 |
| 2 Year | 08-Sep-15 | 13550.30 | 35.50% | 16.38% | 9/29 |
| 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 | -0.47 | 2.75 | 4.55 | 12.10 | 13.96 |
| ICICI Prudential Equity & Debt Fund - Growth | 5 | 48071.30 | 0.11 | 2.76 | 5.80 | 11.22 | 18.64 |
| Bandhan Aggressive Hybrid Fund - Regular Plan - Growth | 3 | 1365.21 | -0.39 | 2.25 | 7.16 | 9.02 | 15.19 |
| Quant Aggressive Hybrid Fund - Growth | 1 | 2128.84 | -0.40 | 3.82 | 5.09 | 7.81 | 11.24 |
| Mirae Asset Aggressive Hybrid Fund - Growth | 3 | 9424.67 | 0.42 | 2.68 | 4.61 | 7.12 | 13.16 |
| Edelweiss Aggressive Hybrid Fund - Growth | 4 | 3316.79 | -0.35 | 1.51 | 3.62 | 6.52 | 16.17 |
| Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | 5 | 1969.84 | -0.02 | 1.49 | 3.54 | 6.28 | 15.95 |
| Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth | 3 | 7558.54 | 0.11 | 2.25 | 4.32 | 5.89 | 13.57 |
| PGIM India Aggressive Hybrid Equity Fund - Growth | 5 | 215.89 | -0.57 | 0.34 | 2.93 | 5.86 | 11.66 |
| Union Aggressive Hybrid Fund - Regular Plan - Growth | 2 | 679.61 | -0.49 | 1.55 | 3.67 | 5.64 | 12.51 |
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 | 0.29 | 0.49 | 5.27 | 4.27 | 19.63 |
| DSP Liquidity Fund - Regular Plan - Growth | 3 | 19054.79 | 0.49 | 1.44 | 2.96 | 6.62 | 6.97 |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | 5 | 17241.31 | 0.99 | 3.82 | 3.46 | 6.28 | 19.01 |
| DSP Small Cap Fund - Regular Plan - Growth | 3 | 16867.93 | 0.37 | -1.05 | 3.86 | 2.51 | 19.90 |
| DSP Large & Mid Cap Fund - Regular Plan - Growth | 4 | 16530.07 | 0.84 | 3.23 | 3.49 | 5.77 | 19.61 |
| DSP Flexi Cap Fund - Regular Plan - Growth | 3 | 12197.68 | -0.50 | 2.20 | 2.39 | 3.84 | 16.90 |
| DSP Aggressive Hybrid Fund - Regular Plan - Growth | 4 | 11909.72 | -0.56 | 1.38 | 1.10 | 6.01 | 15.60 |
| DSP Savings Fund - Regular Plan - Growth | 3 | 7524.16 | 0.51 | 1.51 | 3.19 | 7.13 | 7.23 |
| DSP Large Cap Fund - Regular Plan - Growth | 5 | 6933.59 | -0.12 | 2.95 | 2.48 | 6.60 | 17.30 |
| DSP Arbitrage fund - Growth | 3 | 6447.92 | 0.45 | 1.34 | 2.86 | 6.16 | 6.98 |