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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.25 | 7.12 | 1.72 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.61 | 7.10 | 2.44 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
NIFTY Long Duration Debt Index |
Long duration funds are debt funds They lend to companies for 5 or more years. They generally provide good dividends to investors. These funds are very volatile and come with high risks.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Bandhan Long Duration Fund(IDCW) | — | — | — |
Nippon India Nivesh Lakshya Fund(H-IDCW) | 1.25% | 0.59% | 3.06% |
HDFC Long Duration Debt Fund(IDCW Reinvest) | 3.17% | — | 2.55% |
SBI Long Duration Fund(IDCW Payout) | 12.91% | — | 10.00% |
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
Debt
Others
Holdings
93.55 %
Holdings
2.57 %
Gautam Kaul
AUM: ₹55,016.24 Cr.
|
Exp: 9yrs
B.Com, M.B.A(Finance)
Mr.Gautam Kaul having 9 years of experience in Fixed Income Markets.
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 from 1st April 2023)
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%