| Fund Type | Open Ended |
| Investment Plan | Dividend |
| Launch Date | 2015-1-21 |
| Benchmark | NIFTY 500 |
| Asset Size(Cr) | 1142.05 (As on Jan 31, 2019) |
| 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 | -3.25 | -0.72 |
| 6 Month | -13.83 | -8.18 |
| 1 Year | -13.52 | -2.43 |
| 3 Year | 12.37 | -14.66 |
| 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. |
| Mirae Asset Tax Saver Fund (G) | -2.01% | 21.44% | % | |
| HDFC Long Term Advantage Fund (G) | -4.66% | 17.15% | 15.63% | |
| Motilal Oswal Long Term Equity Fund (G) | -12.98% | 16.23% | % | |
| Aditya Birla Sun Life Tax Relief 96 (G) | -5.1% | 14.63% | 19.16% | |
| DSP Tax Saver Fund (G) | -8.02% | 14.49% | 17.18% |
| Period | Returns (%) | BSE 200 (%) |
| 3 Month | -3.25 | -0.72 |
| 6 Month | -13.83 | -8.18 |
| 1 Year | -13.52 | -2.43 |
| 3 Year | 12.37 | -14.66 |
| 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% |
