| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
| 3Y | 5Y | 10Y | All | |
|---|---|---|---|---|
| Fund returns | 18.3% | 26.6% | 17.6% | 19.8% |
| Category average | 18.4% | 24.0% | 16.4% | NA |
| Rank with in category | 21 | 7 | NA | NA |
| Equity, Small Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Bandhan Small Cap Fund Direct Growth | 5 | -1.6% | 30.5% | 17,380.29 |
Invesco India Smallcap Fund Direct Growth | 5 | -1.0% | 25.1% | 9,000.49 |
Quant Small Cap Fund Direct Plan Growth | 4 | -6.8% | 21.9% | 30,504.39 |
Nippon India Small Cap Fund Direct Growth | 4 | -6.5% | 21.1% | 68,969.15 |
Franklin India Small Cap Fund Direct Growth | 4 | -8.3% | 20.3% | 13,789.53 |
Inclusive of GST
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
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.