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How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.46 | 36.49 | 1.98 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.18 | 43.18 | 1.73 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 0.50% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Multi asset allocation funds invest in multi assets comprising of debt, equity and gold. The fund have minimum of 10% allocation in each asset class.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Bandhan Multi Asset Allocation Fund | — | — | — |
ICICI Pru Multi-Asset Fund | 22.60% | 20.55% | 17.16% |
Kotak Multi Asset Allocation Fund | 25.61% | — | 27.08% |
SBI Multi Asset Allocation Fund | 19.69% | 15.76% | 12.54% |
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
Debt
Others
Holdings
5.14 %
Holdings
3.91 %
Holdings
2.55 %
Viraj Kulkarni
AUM: ₹9,683.12 Cr.
|
Exp: 9yrs
Daylynn Pinto
AUM: ₹21,726.16 Cr.
|
Exp: —
Nemish Sheth
AUM: ₹13,373.91 Cr.
|
Exp: 12yrs
Gautam Kaul
AUM: ₹54,959.68 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%