| Name | Sector | Instrument | Assets |
|---|---|---|---|
ICICI Prudential Focused Equity Fund Direct-Growth | NA | Mutual Fund | 64.53% |
Parag Parikh Flexi Cap Fund Direct-Growth | NA | Mutual Fund | 8.30% |
HDFC Nifty Smallcap 250 ETF-Growth | NA | Mutual Fund | 6.65% |
PGIM India Large Cap Fund Direct-Growth | NA | Mutual Fund | 5.17% |
ICICI Prudential Nifty Midcap 150 ETF - Growth | NA | Mutual Fund | 4.20% |
Franklin India Large & Mid Cap Fund Direct-Growth | NA | Mutual Fund | 4.11% |
ICICI Prudential Nifty Smallcap 250 Index Fund Direct - Growth | NA | Mutual Fund | 2.77% |
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹100 |
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 6.3% | 21.5% | 23.4% | 23.0% |
| Category average | -0.4% | 15.4% | 16.5% | NA |
| Rank with in category | 13 | 9 | 6 | NA |
| Equity, Flexi Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Invesco India Flexi Cap Fund Direct Growth | 5 | -1.0% | 22.5% | 4,680.24 |
Parag Parikh Flexi Cap Fund Direct Growth | 5 | 6.2% | 22.1% | 1,25,799.63 |
HDFC Flexi Cap Direct Plan Growth | 5 | 8.7% | 21.6% | 94,068.73 |
HSBC Flexi Cap Fund Direct Growth | 4 | -2.4% | 19.4% | 5,247.71 |
Franklin India Flexi Cap Fund Direct Growth | 4 | 1.5% | 17.9% | 20,021.75 |
Inclusive of GST
Exit load of 1% if redeemed within 12 months.
0.005% (from July 1st, 2020)
If you redeem within two years, returns are taxed as per your Income Tax slab. If you redeem after two years, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.