Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Rank within Category |
---|---|---|---|---|---|
1 Week | 21-Jul-23 | 10002.30 | 0.02% | - | 19/33 |
1 Month | 28-Jun-23 | 10303.30 | 3.03% | - | 28/33 |
3 Month | 28-Apr-23 | 10919.90 | 9.20% | - | 27/33 |
6 Month | 27-Jan-23 | 11251.00 | 12.51% | - | 21/33 |
YTD | 30-Dec-22 | 10876.80 | 8.77% | - | 25/33 |
1 Year | 28-Jul-22 | 11539.10 | 15.39% | 15.39% | 20/31 |
2 Year | 28-Jul-21 | 12369.70 | 23.70% | 11.22% | 12/31 |
3 Year | 28-Jul-20 | 18105.80 | 81.06% | 21.88% | 8/28 |
5 Year | 27-Jul-18 | 18105.80 | 81.06% | 12.59% | 7/27 |
10 Year | 26-Jul-13 | 37487.30 | 274.87% | 14.11% | 13/26 |
Since Inception | 15-May-12 | 44160.00 | 341.60% | 14.17% | 16/33 |
Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
---|---|---|---|---|---|
1 Year | 28-Jul-22 | 12000 | 13277.93 | 10.65 % | 20.34 % |
2 Year | 28-Jul-21 | 24000 | 27178.82 | 13.25 % | 12.47 % |
3 Year | 28-Jul-20 | 36000 | 45479.43 | 26.33 % | 15.8 % |
5 Year | 27-Jul-18 | 60000 | 91030.64 | 51.72 % | 16.7 % |
10 Year | 26-Jul-13 | 120000 | 237877.2 | 98.23 % | 13.12 % |
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 - Regular Plan - Growth | NA | 2701.24 | -0.77 | -2.25 | 7.29 | 1.87 | 0.00 |
Nippon India Large Cap Fund - Growth | 5 | 45012.18 | -0.10 | -1.03 | 8.87 | -2.17 | 20.23 |
ICICI Prudential Large Cap Fund - Growth | 5 | 71839.85 | -0.12 | -1.39 | 7.06 | -3.54 | 19.10 |
WhiteOak Capital Large Cap Fund - Regular Plan - Growth | NA | 1014.17 | -0.45 | -2.58 | 6.99 | -4.06 | 0.00 |
DSP Large Cap Fund - Regular Plan - Growth | 5 | 6397.58 | 0.15 | -3.00 | 4.26 | -4.10 | 18.23 |
Franklin India Large Cap Fund - Growth | 3 | 7689.74 | -0.46 | -1.48 | 7.80 | -4.57 | 15.49 |
Mirae Asset Large Cap Fund - Regular - Growth | 3 | 39476.52 | -0.82 | -2.02 | 6.78 | -4.73 | 13.55 |
Canara Robeco Large Cap Fund - Regular Plan - Growth | 4 | 16280.52 | -0.75 | -3.20 | 5.49 | -4.86 | 15.69 |
SBI Large Cap Fund - Regular Plan - Growth | 3 | 52420.61 | -0.47 | -2.52 | 5.77 | -4.92 | 14.81 |
Kotak Large Cap Fund - Growth | 4 | 10235.05 | -0.16 | -2.28 | 6.99 | -5.07 | 15.95 |
Out of 45 mutual fund schemes offered by this AMC, 2 is/are ranked 4 * , 10 is/are ranked 3 * , 10 is/are ranked 2 * , 5 is/are ranked 1 * , and 18 schemes are not ranked. See more about AMC
Scheme Name |
Crisil Rank |
Asset Size (Cr) |
1M |
3M |
6M |
1Y |
3Y |
---|---|---|---|---|---|---|---|
LIC MF Liquid Fund - Regular Plan - Growth | 2 | 12211.17 | 0.45 | 1.39 | 3.14 | 6.73 | 6.95 |
LIC MF Large & Mid Cap Fund - Growth | 3 | 3013.32 | -0.27 | -4.09 | 5.12 | -6.88 | 16.06 |
LIC MF Nifty 8-13 yr G-Sec ETF | NA | 2227.84 | 1.24 | 0.13 | 3.42 | 7.49 | 8.86 |
LIC MF Nifty 8-13 yr G-Sec ETF | NA | 2227.84 | 1.21 | 0.10 | 3.35 | 7.32 | 8.62 |
LIC MF Money Market Fund - Regular Plan - Growth | NA | 2097.83 | 0.46 | 1.49 | 3.72 | 6.66 | 6.33 |
LIC MF Low Duration Fund - Growth | 3 | 1918.67 | 0.50 | 1.41 | 3.69 | 7.23 | 6.87 |
LIC MF Low Duration Fund - Growth | 3 | 1918.67 | 0.49 | 1.50 | 3.83 | 7.65 | 7.48 |
LIC MF Banking & PSU Fund - Growth | 3 | 1899.80 | 0.65 | 1.00 | 4.09 | 7.64 | 7.36 |
LIC MF Multi Cap Fund - Regular Plan - Growth | NA | 1650.24 | 0.38 | -1.89 | 9.14 | -4.62 | 0.00 |
LIC MF Large Cap Fund - Growth | 2 | 1445.04 | -0.90 | -3.41 | 6.33 | -7.00 | 12.08 |