Min. for 1st investment | Not Supported |
Min. for 2nd investment onwards | Not Supported |
Min. for SIP | Not Supported |
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund returns | 24.5% | 17.0% | 17.3% | 18.4% |
Category average | -3.5% | 14.2% | 18.3% | NA |
Rank with in category | 72 | 62 | 30 | NA |
Equity, Focused funds | Rating | 1Y | 3Y | Fund Size(Cr) |
---|---|---|---|---|
Invesco India Focused Fund Growth | 5 | 1.9% | 23.9% | 4,199.03 |
HDFC Focused Fund Growth | 5 | 6.0% | 22.3% | 21,456.24 |
Sundaram Select Focus Fund Growth | 5 | 24.5% | 17.0% | 1,353.89 |
Franklin India Focused Equity Fund Growth | 4 | -2.2% | 16.4% | 12,421.39 |
Quant Focused Fund Growth | 4 | -12.0% | 13.4% | 1,017.48 |
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.