A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹54,904 | -8.49% | |
| 3 years | ₹1,80,000 | ₹2,39,813 | +33.23% | |
| 5 years | ₹3,00,000 | ₹5,26,008 | +75.34% |
Average of the yearly returns of a mutual fund over a given period.
The total return of a mutual fund over a given period.
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +14.8% | +25.8% | +21.4% | +22.4% |
| Category average (Equity Large & MidCap) | +0.9% | +17.5% | +18.0% | -- |
| Rank (Equity Large & MidCap) | 16 | 2 | 2 | -- |
A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company's fund assets used for administrative, management, advertising, and other expenses.
A percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
A fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
A form of tax payable for the purchase or sale of an asset or security.
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
| +14.75% | +25.80% | 14,601.65 | ||
| +16.19% | +24.72% | 13,967.60 | ||
| +15.02% | +22.37% | 27,444.64 | ||
| +14.08% | +22.00% | 6,751.46 | ||
| +17.47% | +19.72% | 37,496.73 | ||
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