| 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 | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 8.9% | 22.1% | 22.9% | 22.7% |
| Category average | 2.2% | 16.0% | 15.6% | NA |
| Rank with in category | 12 | 9 | 5 | NA |
| Equity, Flexi Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal Flexi Cap Fund Direct IDCW | 4 | -5.8% | 22.4% | 14,312.44 |
HDFC Flexi Cap Direct Plan IDCW | 5 | 11.3% | 22.0% | 94,068.73 |
JM Flexicap Fund Direct Plan IDCW | 4 | -6.3% | 21.4% | 6,015.32 |
Franklin India Flexi Cap Fund Direct IDCW | 4 | 3.4% | 18.7% | 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 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%.