| Name | Sector | Instrument | Assets |
|---|---|---|---|
GOI | Sovereign | GOI Sec | 20.58% |
Indiabulls Nifty 50 Exchange Traded Fund Regular - Growth | Financial | Mutual Fund | 16.36% |
ICICI Bank Ltd. | Financial | Equity | 1.34% |
HDFC Bank Ltd. | Financial | Equity | 1.26% |
State Bank of India | Financial | Equity | 1.06% |
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 16.3% | 8.7% | 9.9% | 10.1% |
| Category average | 5.5% | 9.1% | 8.0% | NA |
| Rank with in category | 15 | 21 | 6 | NA |
| Hybrid, Conservative Hybrid funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
UTI Conservative Hybrid Fund Direct IDCW Monthly | 3 | 6.7% | 10.3% | 1,709.80 |
Nippon India Conservative Hybrid Fund Direct IDCW Monthly | 5 | 10.6% | 10.1% | 922.56 |
Nippon India Conservative Hybrid Fund Direct IDCW quaterly | 5 | 10.6% | 10.1% | 922.56 |
Canara Robeco Conservative Hybrid Fund Direct IDCW Quarterly | 3 | 5.6% | 9.3% | 940.53 |
Canara Robeco Conservative Hybrid Fund Direct IDCW Monthly | 3 | 5.6% | 9.3% | 940.53 |
Inclusive of GST
Nil
0.005% (from July 1st, 2020)
Returns are taxed as per your Income Tax slab.