| Fund Type | Open Ended |
| Investment Plan | Dividend |
| Launch Date | 2006-12-29 |
| Benchmark | S&P BSE 200 TRI |
| Asset Size(Cr) | 712.1 (As on Feb 28, 2019) |
| Fund Manager | Amit Ganatra , Dhimant Kothari |
| Notes | Lotus India Mutual Fund renames as Religare Mutual Fund w.e.f. February 5, 2009. |
| Min Investment | 500 |
| Min SIP Investment | 500 |
| Min Addl Investment | 500 |
| Last Dividend | 2.10 (Dec-31-2014) |
| Bonus | N.A. |
| Entry Load | . |
| Exit Load | 0 |
| Period | Returns(%) | Benchmark Returns (%) |
| 3 Month | 2.96 | |
| 6 Month | -0.45 | |
| 1 Year | 8.37 | |
| 3 Year | 15.5 | |
| 5 Year | 18 |
- 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. |
| Mirae Asset Tax Saver Fund (G) | 11.86% | 22.31% | % | |
| Motilal Oswal Long Term Equity Fund (G) | -1.84% | 18.11% | % | |
| HDFC Long Term Advantage Fund (G) | 9.41% | 17.5% | 16.03% | |
| IDFC Tax Advantage (ELSS) Fund (G) | 0.11% | 16.56% | 17.27% | |
| DSP Tax Saver Fund (G) | 7.47% | 16.09% | 18.17% |
| Period | Returns (%) | BSE 200 (%) |
| 3 Month | 2.96 | |
| 6 Month | -0.45 | |
| 1 Year | 8.37 | |
| 3 Year | 15.5 | |
| 5 Year | 18 |
| 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% |
