Min. for 1st investment | Not Supported |
Min. for 2nd investment onwards | Not Supported |
Min. for SIP | Not Supported |
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund returns | 0.4% | 9.6% | 7.4% | 7.9% |
Category average | 6.3% | 16.0% | 17.2% | NA |
Rank with in category | 13 | 8 | 4 | NA |
Hybrid, Multi Asset Allocation funds | Rating | 1Y | 3Y | Fund Size(Cr) |
---|---|---|---|---|
ICICI Prudential Multi Asset Fund Growth | 5 | 8.2% | 19.1% | 63,001.13 |
UTI Multi Asset Allocation Fund Plan Growth | 4 | 4.0% | 18.7% | 5,902.09 |
Quant Multi Asset Allocation Fund Growth | 4 | 1.4% | 18.5% | 3,666.25 |
SBI Multi Asset Allocation Fund Growth | 4 | 7.6% | 15.5% | 9,440.30 |
HDFC Multi Asset Fund Growth | 3 | 7.2% | 13.8% | 4,634.55 |
Inclusive of GST
For units in excess of 15% of the investment,1% will be charged for redemption within 365 days
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.