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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.18 | 7.06 | 2.98 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.22 | 7.19 | 2.01 |
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 85+15 - Conservative Index |
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Bandhan Asset Alloc FoF-Cons | 13.24% | 7.53% | 8.84% |
Parag Parikh Flexi Cap Fund | 35.13% | 17.50% | 20.77% |
HDFC Flexi Cap Fund | 42.25% | 23.29% | 17.81% |
Kotak Flexicap Fund | 31.89% | 14.83% | 17.40% |
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
33.38 %
Holdings
30.53 %
Holdings
24.48 %
Viraj Kulkarni
AUM: ₹9,470.89 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%