How to use scorecard? Learn more
How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.18 | 33.55 | 2.20 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.14 | 36.54 | 2.10 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.25% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
Crisil Equity Savings Index |
Equity saving schemes or ESS invest in a mix of stocks, debt and arbitrage opportunities. They invest 30-35% of total investment corpus in equity assets while the rest is getting invested in debt funds and arbitrages.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Bandhan Equity Savings Fund(Q-IDCW) | 4.00% | 2.83% | 4.88% |
ICICI Pru Equity Savings Fund(Q-IDCW) | 6.34% | 4.25% | 4.66% |
Kotak Equity Savings Fund(M-IDCW Payout) | 17.01% | 12.52% | 7.04% |
SBI Equity Savings Fund(M-IDCW) | 14.37% | 10.89% | 9.32% |
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
Equity
Debt
Others
Holdings
3.97 %
Holdings
3.63 %
Holdings
3.63 %
Nemish Sheth
AUM: ₹13,262.32 Cr.
|
Exp: 12yrs
Viraj Kulkarni
AUM: ₹9,644.35 Cr.
|
Exp: 9yrs
Harshal Joshi
AUM: ₹52,410.30 Cr.
|
Exp: 5.5yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%