| Fund Type | Close Ended |
| Investment Plan | Dividend |
| Launch Date | 2018-07-17 |
| Benchmark | S&P BSE 500 Index |
| Asset Size(Cr) | 206 (As on Jan 31, 2019) |
| Fund Manager | Mr. Anup Upadhyay |
| Notes |
| Min Investment | |
| Min SIP Investment | 0 |
| Min Addl Investment | |
| Last Dividend | |
| Bonus | |
| Entry Load | . |
| Exit Load | - |
| Period | Returns(%) | Benchmark Returns (%) |
| 3 Month | 3.02 | 4.76 |
| 6 Month | 2.34 | 1.3 |
| 1 Year | ||
| 3 Year | ||
| 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) | 11.12% | 21.52% | % | |
| Motilal Oswal Long Term Equity Fund (G) | -2.51% | 17.35% | % | |
| HDFC Long Term Advantage Fund (G) | 8.85% | 16.65% | 15.8% | |
| IDFC Tax Advantage (ELSS) Fund (G) | -0.59% | 15.72% | 17.13% | |
| DSP Tax Saver Fund (G) | 7.15% | 15.22% | 17.98% |
| Period | Returns (%) | BSE 200 (%) |
| 3 Month | 3.02 | 4.76 |
| 6 Month | 2.34 | 1.3 |
| 1 Year | ||
| 3 Year | ||
| 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% |
