| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
| 3Y | 5Y | 10Y | All | |
|---|---|---|---|---|
| Fund returns | 19.5% | 25.3% | 17.1% | 19.7% |
| Category average | 19.7% | 22.6% | 16.1% | NA |
| Rank with in category | 21 | 6 | NA | NA |
| Equity, Small Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Mahindra Manulife Small Cap Fund Direct IDCW | 4 | -2.1% | 27.0% | 4,234.86 |
HSBC Small Cap Fund Direct IDCW | 3 | -11.6% | 19.5% | 16,202.83 |
LIC MF Small Cap Fund Direct IDCW | 2 | -13.0% | 18.7% | 618.96 |
PGIM India Small Cap Fund Direct IDCW | 1 | 0.3% | 15.5% | 1,597.59 |
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.