A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹62,315 | +3.86% | |
| 3 years | ₹1,80,000 | ₹2,43,474 | +35.26% | |
| 5 years | ₹3,00,000 | ₹4,76,082 | +58.69% | |
| 10 years | ₹6,00,000 | ₹13,71,475 | +128.58% |
Average of the yearly returns of a mutual fund over a given period.
The total return of a mutual fund over a given period.
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +20.8% | +14.8% | +15.3% | +13.3% |
| Category average (Equity Flexi Cap) | +16.0% | +15.6% | +13.5% | -- |
| Rank (Equity Flexi Cap) | 13 | 33 | 19 | -- |
A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company's fund assets used for administrative, management, advertising, and other expenses.
A percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
A fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
A form of tax payable for the purchase or sale of an asset or security.
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
| +4.39% | +22.56% | 4,723.38 | ||
| +14.50% | +22.44% | 96,294.99 | ||
| +9.07% | +22.10% | 1,33,308.62 | ||
| +5.88% | +20.36% | 5,227.12 | ||
| +7.10% | +18.96% | 19,971.64 | ||
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