Name | Sector | Instrument | Assets |
---|---|---|---|
Nippon India Growth Mid Cap Fund Direct- Growth | NA | Mutual Fund | 15.37% |
Aditya Birla Sun Life Flexi Cap Fund Direct-Growth | NA | Mutual Fund | 14.81% |
ICICI Prudential Large Cap Fund Direct-Growth | NA | Mutual Fund | 14.75% |
Kotak Multicap Fund Direct - Growth | NA | Mutual Fund | 14.25% |
HDFC Corporate Bond Fund Direct Plan-Growth | NA | Mutual Fund | 10.03% |
Aditya Birla Sun Life Short Term Direct Fund Direct-Growth | NA | Mutual Fund | 9.41% |
Aditya Birla Sun Life Large Cap Direct Fund-Growth | NA | Mutual Fund | 8.75% |
Aditya Birla Sun Life Government Securities Fund Direct Plan-Growth | NA | Mutual Fund | 5.13% |
HDFC Large and Mid Cap Fund Direct- Growth | NA | Mutual Fund | 4.57% |
Min. for 1st investment | ₹100 |
Min. for 2nd investment onwards | ₹100 |
Min. for SIP | ₹500 |
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund returns | 1.3% | 16.7% | 17.9% | 13.6% |
Category average | -0.1% | 11.4% | 12.5% | NA |
Rank with in category | 35 | 8 | 5 | NA |
Hybrid, Dynamic Asset Allocation funds | Rating | 1Y | 3Y | Fund Size(Cr) |
---|---|---|---|---|
HDFC Balanced Advantage Fund Direct Growth | 5 | 0.3% | 19.0% | 1,01,772.60 |
SBI Balanced Advantage Fund Direct Growth | 5 | 3.0% | 14.1% | 36,558.31 |
ICICI Prudential Balanced Advantage Direct Growth | 4 | 6.2% | 13.6% | 64,964.03 |
Nippon India Balanced Advantage Fund Direct Growth | 4 | 2.7% | 13.2% | 9,355.29 |
DSP Dynamic Asset Allocation Fund Direct Growth | 4 | 5.2% | 12.3% | 3,503.00 |
Inclusive of GST
Exit load of 1% if redeemed within 365 days.
0.005% (from July 1st, 2020)
If you redeem within two years, returns are taxed as per your Income Tax slab. If you redeem after two years, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.