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 | 0.5% | 25.0% | 7,580.46 |
Quant Small Cap Fund Growth | 4 | -10.6% | 23.9% | 29,462.70 |
HDFC Small Cap Fund Growth | 4 | -0.3% | 23.4% | 36,353.10 |
Nippon India Small Cap Fund Growth | 5 | -6.4% | 23.1% | 65,922.00 |
Franklin India Small Cap Fund Growth | 4 | -9.4% | 22.7% | 13,824.99 |
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.