Name | Sector | Instrument | Assets |
---|---|---|---|
Escorts Ltd. | Automobile | Equity | 5.51% |
Indoco Remedies Ltd. | Healthcare | Equity | 0.61% |
Min. for 1st investment | Not Supported |
Min. for 2nd investment onwards | Not Supported |
Min. for SIP | Not Supported |
6M | 1Y | 3Y | All | |
---|---|---|---|---|
Fund returns | NA | 43.2% | 21.8% | 10.4% |
Category average | NA | 10.9% | 32.3% | NA |
Rank with in category | NA | 10 | 10 | NA |
Equity, Small Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
---|---|---|---|---|
Invesco India Smallcap Fund Growth | 4 | -2.8% | 25.0% | 7,717.78 |
HDFC Small Cap Fund Growth | 4 | 0.6% | 23.7% | 36,294.07 |
Quant Small Cap Fund Growth | 4 | -9.6% | 23.6% | 28,758.03 |
Nippon India Small Cap Fund Growth | 5 | -7.3% | 23.1% | 64,821.04 |
Franklin India Small Cap Fund Growth | 4 | -9.4% | 21.9% | 13,302.32 |
Inclusive of GST
Nil
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.