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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.48 | — | 2.29 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.53 | — | 1.50 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
CRISIL Hybrid 35+65 - Aggressive Index |
FoFs (Domestic) - Equity Oriented invest majorly invest in equity mutual funds. These funds have more than 65% of total investment corpus in the equity and equity-related instruments.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Bandhan Asset Alloc FoF-Aggr | 25.79% | 11.53% | 11.25% |
ICICI Pru Bharat 22 FOF | 44.50% | 33.26% | 20.37% |
Mirae Asset Equity Allocator FoF | 29.23% | 13.06% | 23.45% |
Nippon India Nifty Next 50 Junior BeES FoF | 50.36% | 16.28% | 17.96% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Others
Holdings
59.92 %
Holdings
9.80 %
Holdings
9.40 %
Viraj Kulkarni
AUM: ₹10,020.90 Cr.
|
Exp: 9yrs
CFA, PGDM (Finance), B.Tech, (Electronics Engineering)
Data not available
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%