Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.88 | 30.99 | 2.52 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.38 | 50.95 | 1.86 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.50% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
Nifty Transportation & Logistics - TRI |
Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Bandhan Transportation and Logistics Fund(IDCW Reinvest) | 42.00% | — | 34.97% |
ICICI Pru India Opp Fund(IDCW-Payout) | 28.05% | 14.96% | 18.87% |
HDFC Manufacturing Fund(IDCW) | — | — | — |
SBI Innovative Opportunities Fund(IDCW) | — | — | — |
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
Equity
Others
Holdings
10.38 %
Holdings
10.33 %
Holdings
7.73 %
Daylynn Pinto
AUM: ₹22,684.65 Cr.
|
Exp: —
Harshal Joshi
AUM: ₹49,619.73 Cr.
|
Exp: 5.5yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
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
Insufficient Data