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How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.17 | 40.45 | 1.40 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.23 | 49.88 | 1.67 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
BSE 500 - TRI |
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 Flexi Cap Fund(IDCW Reinvest) | 15.81% | 8.08% | 6.55% |
HDFC Flexi Cap Fund(IDCW) | 21.04% | 14.76% | 6.77% |
Kotak Flexicap Fund(IDCW-Payout) | 27.76% | 17.56% | 13.84% |
UTI Flexi Cap Fund(IDCW) | 22.49% | 6.94% | 12.66% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
7.64 %
Holdings
7.35 %
Holdings
4.84 %
Manish Gunwani
AUM: ₹30,892.68 Cr.
|
Exp: 17yrs
Viraj Kulkarni
AUM: ₹9,683.12 Cr.
|
Exp: 9yrs
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%