NAV: 16 Jun 2025 | ₹104.82 |
Min. SIP amount | ₹200 |
Rating | 2 |
Fund size | ₹979.60Cr |
Min. for 1st investment | ₹5,000 |
Min. for 2nd investment onwards | ₹500 |
Min. for SIP | ₹200 |
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund returns | -0.8% | 19.1% | 20.0% | 13.0% |
Category average | 4.1% | 20.2% | 22.1% | NA |
Rank with in category | 78 | 59 | 46 | NA |
Equity, Flexi Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
---|---|---|---|---|
JM Flexicap Fund Direct Plan Growth | 4 | -2.4% | 30.3% | 5,917.33 |
HDFC Flexi Cap Direct Plan Growth | 5 | 11.7% | 28.9% | 75,784.48 |
HSBC Flexi Cap Fund Direct Growth | 4 | 6.5% | 26.1% | 4,940.27 |
Franklin India Flexi Cap Fund Direct Growth | 4 | 8.5% | 25.9% | 18,679.30 |
Parag Parikh Flexi Cap Fund Direct Growth | 5 | 12.5% | 24.4% | 1,03,867.95 |
Inclusive of GST
Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months.
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.