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 | +8.9% | +25.5% | +22.0% | +22.2% |
| Category average (Equity Large & MidCap) | +0.9% | +17.5% | +18.0% | -- |
| Rank (Equity Large & MidCap) | 29 | 1 | 1 | -- |
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) | |
|---|---|---|---|---|
| +8.90% | +25.46% | 14,601.65 | ||
| +11.62% | +24.46% | 13,635.77 | ||
| +11.49% | +22.33% | 27,744.57 | ||
| +9.66% | +21.89% | 6,896.30 | ||
| +14.22% | +19.89% | 37,443.21 | ||
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