| Fund Type | Open Ended |
| Investment Plan | Dividend |
| Launch Date | 31/03/1993 |
| Benchmark | S&P BSE 100 TRI |
| Asset Size(Cr) | 821.73 (As on Oct 31, 2018) |
| Fund Manager | Cheenu Gupta |
| Notes | N.A |
| Min Investment | 500 |
| Min SIP Investment | 500 |
| Min Addl Investment | 500 |
| Last Dividend | 1.00 (Feb-27-2015) |
| Bonus | N.A |
| Entry Load | . |
| Exit Load | - |
| Period | Returns(%) | Benchmark Returns (%) |
| 3 Month | -7.9 | |
| 6 Month | 0.37 | |
| 1 Year | 4.53 | |
| 3 Year | 10.36 | |
| 5 Year | 14.61 |
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
- All the returns are calculated as against the performance of Nifty Free Float Midcap 100.
- The benchmark for the funds falling in small- and mid-cap category is Nifty Free Float Midcap 100.
| Fund Name | Ratings | 1 Yr Rtn. | 3 Yr Rtn. | 5 Yr Rtn. |
| HDFC Long Term Advantage Fund (G) | -2.02% | 13.94% | 15.88% | |
| Motilal Oswal Long Term Equity Fund (G) | -6.46% | 13.9% | % | |
| Aditya Birla Sun Life Tax Relief 96 (G) | -2.01% | 12.32% | 19.29% | |
| L&T Tax Advantage Fund (G) | -5.31% | 12.12% | 16.3% | |
| Axis Long Term Equity Fund (G) | 4.7% | 12.01% | 19.93% |
| Period | Returns (%) | BSE 200 (%) |
| 3 Month | -7.9 | |
| 6 Month | 0.37 | |
| 1 Year | 4.53 | |
| 3 Year | 10.36 | |
| 5 Year | 14.61 |
| No. of Investment | Amount Invested | Investment Value As on date | Units Purchased | CAGR |
| No. of Investment |
Amount Invested |
Investment Value As on date |
Units Purchased | CAGR |
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
| Total Amount Invested | Investment Value As on Date | Total Units Purchased | Abs. Return |
| Total Amount Invested |
Investment Value As on Date |
Total Units Purchased | Abs. Return |
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
| Assets | Allocation (%) |
| Equity | |
| Debt | |
| Cash |
| Sector | Value(In Cr) | Allocation (%) |
| Holdings | Instrument | Industry | Rating | Market Value | % to NAV |
| Grand Total | 0 | 0% |
