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 | ₹58,691 | -2.18% | |
| 3 years | ₹1,80,000 | ₹2,42,978 | +34.99% | |
| 5 years | ₹3,00,000 | ₹4,79,684 | +59.89% | |
| 10 years | ₹6,00,000 | ₹15,28,539 | +154.76% |
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 | +21.3% | +14.8% | +14.6% | +17.1% |
| Category average (Equity Sectoral) | +22.1% | +14.6% | +12.0% | -- |
| Rank (Equity Sectoral) | 7 | 6 | 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.