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% | |
| 10 years | ₹6,00,000 | ₹18,46,625 | +207.77% |
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 | +15.3% | +21.4% | +21.5% | +19.7% |
| Category average (Equity ELSS) | +16.4% | +16.5% | +14.0% | -- |
| Rank (Equity ELSS) | 32 | 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) | |
|---|---|---|---|---|
| +7.81% | +23.97% | 32,608.80 | ||
| +8.31% | +22.58% | 448.30 | ||
| +12.09% | +21.73% | 17,163.37 | ||
| +6.49% | +17.80% | 227.26 | ||
| +6.99% | +17.76% | 5,914.69 | ||
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