| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
| 3Y | 5Y | 10Y | All | |
|---|---|---|---|---|
| Fund returns | 19.4% | 17.3% | 15.8% | 16.9% |
| Category average | 16.0% | 15.6% | 13.5% | NA |
| Rank with in category | 18 | 19 | 6 | NA |
| Equity, Flexi Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
HDFC Flexi Cap Direct Plan IDCW | 5 | 12.1% | 22.4% | 94,068.73 |
JM Flexicap Fund Direct Plan IDCW | 4 | -6.6% | 21.5% | 6,015.32 |
Edelweiss Flexi Cap Fund Direct IDCW | 4 | 6.9% | 21.4% | 3,005.52 |
Franklin India Flexi Cap Fund Direct IDCW | 4 | 4.1% | 19.1% | 20,021.75 |
HSBC Flexi Cap Fund Direct IDCW | 4 | NA | NA | 5,247.71 |
Inclusive of GST
Exit load of 1%, if redeemed within 90 days.
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.