| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
| 3Y | 5Y | 10Y | All | |
|---|---|---|---|---|
| Fund returns | 17.0% | 17.3% | 13.5% | 18.4% |
| Category average | 14.5% | 15.2% | 13.4% | NA |
| Rank with in category | 62 | 30 | 49 | NA |
| Equity, Focused funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Invesco India Focused Fund Growth | 5 | -8.0% | 20.7% | 4,802.31 |
HDFC Focused Fund Growth | 5 | 9.1% | 20.3% | 26,229.60 |
SBI Focused Fund Growth | 4 | 14.7% | 18.2% | 42,773.28 |
Sundaram Select Focus Fund Growth | 5 | 24.5% | 17.0% | 1,353.89 |
Franklin India Focused Equity Fund Growth | 4 | 3.8% | 15.1% | 12,815.07 |
Inclusive of GST
For units more than 25% of the investments, an exit load of 1% if redeemed 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.