NAV: 31 Mar 2025 | ₹109.19 |
Min. SIP amount | ₹500 |
Rating | 3 |
Fund size | ₹1,857.60Cr |
Min. for 1st investment | ₹5,000 |
Min. for 2nd investment onwards | ₹1,000 |
Min. for SIP | ₹500 |
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund returns | 10.1% | 18.5% | 31.3% | 19.5% |
Category average | 8.9% | 18.6% | 31.3% | NA |
Rank with in category | 18 | 22 | 16 | NA |
Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
---|---|---|---|---|
Motilal Oswal Midcap Fund Direct Growth | 5 | 18.2% | 28.7% | 23,703.68 |
HDFC Mid Cap Opportunities Direct Plan Growth | 5 | 11.4% | 24.9% | 67,578.59 |
Nippon India Growth Fund Direct Growth | 4 | 14.7% | 23.5% | 30,276.31 |
Kotak Emerging Equity Fund Direct Growth | 4 | 16.5% | 19.6% | 43,941.48 |
SBI Magnum Mid Cap Direct Plan Growth | 4 | 9.5% | 18.2% | 19,391.73 |
Inclusive of GST
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
0.005% (from July 1st, 2020)
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
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Karnataka
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