| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹200 |
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 3.7% | 21.9% | 23.3% | 14.7% |
| Category average | 4.4% | 22.0% | 26.1% | NA |
| Rank with in category | 34 | 25 | 23 | NA |
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
HSBC Midcap Fund Direct IDCW | 3 | 4.9% | 26.4% | 11,937.34 |
Bandhan Midcap Fund Direct IDCW | 4 | 6.0% | 23.4% | 1,858.24 |
LIC MF Midcap Fund Direct IDCW | 2 | 3.7% | 21.9% | 334.80 |
Inclusive of GST
Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 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.