|Fund Type||Open Ended|
|Benchmark||S&P BSE 200|
|Asset Size(Cr)||3547.61 (As on Aug 31, 2017)|
|Fund Manager||Jalpan Shah (3.2), Vikas Garg (0.5)|
|Notes||L&T Mutual Fund has acquire Fidelity Mutual Fund. Pursuant to this all the schemes of Fidelity Mutual Fund has been renamed to L&T Mutual Fund w.e.f. November 26, 2012. Fidelity India Childrens Plan - Marriage Fund changed fundamental attribute and renamed as Fidelity India Equity and Gold Fund witheffect from 16 November 2012.|
|Min SIP Investment||500|
|Min Addl Investment||1000|
|Exit Load||1 % For 365 Days|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|HDFC Balanced Advantage Fund (G)||11.43%||17.66%||15.88%|
|Reliance Balanced Advantage Fund (G)||9.8%||14.31%||13.39%|
|Invesco India Dynamic Equity Fund (G)||3.58%||12.67%||12.09%|
|Aditya Birla Sun Life Balanced Advantage Fund (G)||6.25%||12.52%||12.3%|
|ICICI Prudential Balanced Advantage Fund (G)||7.03%||11.67%||12.35%|
|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.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
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