Other Funds in the same category are generating better returns
Less expense ratio implies better returns over the long term
Fund has not been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.18 | 7.06 | 3.00 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.22 | 7.19 | 2.01 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 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(IDCW) | 7.33% | 2.55% | 3.84% |
HDFC Flexi Cap Fund(IDCW) | 33.07% | 13.87% | 6.78% |
Kotak Flexicap Fund(IDCW-Payout) | 34.44% | 15.92% | 13.74% |
UTI Flexi Cap Fund(IDCW) | 27.66% | 5.86% | 12.56% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Others
Holdings
32.34 %
Holdings
29.51 %
Holdings
25.44 %
Viraj Kulkarni
AUM: ₹10,023.56 Cr.
|
Exp: 9yrs
CFA, PGDM (Finance), B.Tech, (Electronics Engineering)
Data not available
Manager Performance (0)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Other Funds in the same category are generating better returns