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 | ₹51,829 | -13.62% | |
| 3 years | ₹1,80,000 | ₹2,06,376 | +14.65% | |
| 5 years | ₹3,00,000 | ₹4,99,038 | +66.35% |
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 | +18.9% | +22.0% | +21.6% | +19.8% |
| Category average (Equity ELSS) | +16.4% | +16.5% | +14.0% | -- |
| Rank (Equity ELSS) | 12 | 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) | |
|---|---|---|---|---|
| +8.42% | +24.68% | 32,608.80 | ||
| +7.00% | +22.19% | 448.30 | ||
| +11.27% | +22.01% | 17,163.37 | ||
| +3.41% | +17.15% | 227.26 | ||
| +5.11% | +17.03% | 5,914.69 | ||
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