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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.42 | 39.05 | 2.16 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 45.90 | 2.14 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 10 |
BenchmarkBenchmark |
---|
CRISIL Hybrid 35+65 - Aggressive Index |
Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Navi Aggressive Hybrid Fund(M-IDCW) | 26.30% | 14.14% | 13.43% |
SBI Equity Hybrid Fund(IDCW-Payout) | 22.89% | 10.97% | 11.08% |
ICICI Pru Equity & Debt Fund(H-IDCW) | 22.27% | 10.94% | 11.52% |
HDFC Hybrid Equity Fund(IDCW) | 16.58% | 6.65% | 3.34% |
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
Debt
Others
Holdings
4.16 %
Holdings
3.96 %
Holdings
3.50 %
Aditya Mulki
AUM: ₹6,803.76 Cr.
|
Exp: 6yrs
Ashutosh Shirwaikar
AUM: ₹4,875.71 Cr.
|
Exp: 6yrs
Tanmay Sethi
AUM: ₹212.14 Cr.
|
Exp: 6yrs
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%