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 | ₹56,901 | -5.17% | |
| 3 years | ₹1,80,000 | ₹2,10,778 | +17.10% | |
| 5 years | ₹3,00,000 | ₹4,81,430 | +60.48% |
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 | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +23.3% | +24.8% | +19.3% | +21.8% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 22 | 1 | 8 | -- |
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) | |
|---|---|---|---|---|
| +19.08% | +27.61% | 13,801.71 | ||
| +21.12% | +27.31% | 41,727.36 | ||
| +18.46% | +27.20% | 4,467.89 | ||
| +18.96% | +26.76% | 92,186.87 | ||
| +18.75% | +26.08% | 12,917.24 | ||
| Compare | ||||