NAV: 14 Jan 2025 | ₹21.98 |
Min. SIP amount | ₹1,000 |
Rating | 3 |
Fund size | ₹6,703.63Cr |
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund returns | 10.2% | 7.4% | 20.4% | 14.7% |
Category average | 12.0% | 11.8% | 16.2% | NA |
Rank with in category | 54 | 59 | 8 | NA |
Equity, Flexi Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
---|---|---|---|---|
JM Flexicap Fund Direct Plan IDCW | 5 | 24.2% | 22.8% | 4,531.48 |
HDFC Flexi Cap Direct Plan IDCW | 4 | 18.8% | 21.1% | 66,225.06 |
Franklin India Flexi Cap Fund Direct IDCW | 4 | 14.6% | 15.6% | 18,251.58 |
Union Flexi Cap Fund Direct IDCW | 4 | NA | NA | 2,354.86 |
HSBC Flexi Cap Fund Direct IDCW | 4 | NA | NA | 5,164.96 |
Inclusive of GST
Exit load of 0.5%, if redeemed within 90 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.
Min. for 1st investment | ₹5,000 |
Min. for 2nd investment onwards | ₹1,000 |
Min. for SIP | ₹1,000 |