SIP GRAPHS

–    By investing in the following mutual fund, you would get to know how much your investment would have grown since the inception of the respective Mutual Fund at the given CAGR. With the given amount of investment fund growth in benchmark and fund is also given.

  • BANKING GRAPHS:

    Funds with an investment objective to invest in banking and financial services sectors.

  • EQUITY GLOBAL GRAPHS

    Schemes with a mandate to invest the majority of their assets in overseas markets/ global commodities will form part of this category. Fund of funds dedicated to overseas markets will also form part of this category.

  • EQUITY INDEX GRAPHS

    Funds with an objective to generate returns that are commensurate with the performance of a benchmark index. Only funds benchmarked to CNX Nifty Index and S&P BSE

  • EQUITY INFRASTRUCTURE GRAPHS

    Funds having an investment objective of investing in CRISIL-defined infrastructure sectors.

  • EQUITY LARGE CAP GRAPHS

    Equity funds that invest > 75% in CRISIL-defined Large Cap Stocks for a minimum of six out of nine months in each

  • EQUITY SECTORIAL GRAPHS

    A sector fund is a mutual fund that invests in a specific sector

  • EQUITY SMALL CAP GRAPHS

    Funds that invest < 45% in CRISIL-defined Large Cap Stocks for a minimum of six out of nine months in each period over the past 3 years.

  • EQUITY TAX PLANNING GRAPHS

    These are like typical mutual funds, which help to diversify investments across different varied market capitalization stocks and in addition also help you reduce your tax burden by creating a portfolio which takes the maximum advantage of the tax exemption under Section 80C of the Income Tax Act, having an upper limit of Rs 1,00,000.

  • EQUITY TECH GRAPHS

    Funds with an investment objective to invest in technology and related sectors.

  • FMCG GRAPHS

    Funds with an investment objective to invest in fast moving consumer goods (FMCG) and related sectors.

  • GOLD FUNDS

    Mutual Funds with an investment objective to track the domestic price of gold will form part of this category.

  • HYBRID DEBT ORIENTED GRAPHS

    Funds that invest up to 80 per cent in debt (usually with a lock-in of three years), which generates a fixed return and ensures that the principal remains safe. The balance, that is, up to 20 per cent, is invested in equity for wealth generation.

  • HYBRID EQUITY ORIENTED GRAPHS

    Hybrid funds or the balanced schemes invest into a mix of equity and debt. Equity-oriented hybrid schemes invest at least 65 per cent of the corpus in equity. These schemes are less volatile than pure equity funds because of their mixed portfolio. The debt investments provide stability in times of volatility

  • HYBRID EQUITY SAVINGS GRAPHS

    Equity savings funds try to balance risk and returns by investing in equity, debt and derivatives. Use of derivatives reduces net equity exposure (around 20-40 percent, although it may vary from fund to fund) and consequently protects investors from volatility of returns. Further, since equity savings funds have gross equity exposure (without considering derivatives) of more than 65 percent, they are treated at par with equity funds for taxation.

  • HYBRID MONTHLY INCOME GRAPHS

    A Monthly Income Plan is basically a debt-oriented hybrid mutual fund scheme investing around 70-80 per cent of the total corpus into debt instruments like debentures, government securities, etc. The remaining part is invested into equity

  • MID-CAP GRAPHS

    Midcap schemes invest in mid-sized companies that have the potential to become large companies or leaders in their own field

  • MULTI-CAP GRAPHS

    These are diversified mutual funds which can invest in stocks across market capitalization. In other words, they are market capitalization agnostic. These funds resort to portfolio gyrations commensurate with the market condition.

  • PHARMA GRAPHS

    Funds with an investment objective to invest in pharmaceutical, healthcare and related sectors.