| Fund Type | Open Ended |
| Investment Plan | Dividend |
| Launch Date | 21/01/2015 |
| Benchmark | NIFTY 500 |
| Asset Size(Cr) | 1128.84 (As on Nov 30, 2018) |
| Fund Manager | Gautam Sinha Roy , Snigdha Sharma |
| Notes |
| Min Investment | 500 |
| Min SIP Investment | 500 |
| Min Addl Investment | 500 |
| Last Dividend | |
| Bonus | |
| Entry Load | . |
| Exit Load | - |
| Period | Returns(%) | Benchmark Returns (%) |
| 3 Month | -6.17 | -4.67 |
| 6 Month | -7.25 | -0.35 |
| 1 Year | -11.61 | 1.87 |
| 3 Year | 10.7 | -16.38 |
| 5 Year |
- 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. |
| Motilal Oswal Long Term Equity Fund (G) | -5.55% | 14.5% | % | |
| HDFC Long Term Advantage Fund (G) | -1.93% | 14.36% | 16.49% | |
| Aditya Birla Sun Life Tax Relief 96 (G) | -1.72% | 12.76% | 19.98% | |
| Axis Long Term Equity Fund (G) | 6.17% | 12.68% | 20.76% | |
| L&T Tax Advantage Fund (G) | -5.2% | 12.66% | 16.81% |
| Period | Returns (%) | BSE 200 (%) |
| 3 Month | -6.17 | -4.67 |
| 6 Month | -7.25 | -0.35 |
| 1 Year | -11.61 | 1.87 |
| 3 Year | 10.7 | -16.38 |
| 5 Year |
| 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% |
