Diversified Equity Fund

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Returns (NAV as on 11 Jul 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Month 08-Mar-2019 10,437.64 4.40% - 3.72% 18/87
3 Month 08-Jan-2019 10,583.03 5.80% - 5.28% 36/87
6 Month 08-Oct-2018 11,028.18 10.30% - 9.69% 37/86
9 Month 09-Jul-2018 10,510.05 5.10% - 4.11% 30/86
1 Year 09-Apr-2018 10,847.13 8.50% 8.50% 6.10% 18/86
2Year 10-Apr-2017 12,626.83 26.30% 12.40% 9.09% 1/86
3 Year 08-Apr-2016 15,780.03 57.80% 16.40% 13.43% 4/85
5 Year - - - - 11.98% 161/82

Tax Treatment

These funds have 3 year lock in period. So you will not be able to sell funds before 3 years. There will not be any tax on redemption after 3 years. Additionally you will be able to get tax deduxtion in current year equivalent to amount invested in this fund. (max upto `1,50,000)

quartely results (NAV as on 11 Jul 2019 )

Investment Value is latest value of Rs 10,000 invested for the period. SIP vale is latest value of Rs 100 SIP started on every 1st of the month from the srart date Rank is based on performance in the period among 134 Large Cap Funds

Period This Fund Nifty 50 Category Average
2019 4.99% 11.53% 3.99%
Q1 - 2019 5.87% 6.96% 5.10%
Q2 - 2019 6.94% 8.76% 0.40%
Q3 - 2019 4.99% 5.17% -2.17%
2018 1.70% 4.09% 0.04%
Q1 - 2018 -3.39% -2.14% -3.77%
Q2 - 2018 0.62% 2.12% 2.56%
Q3 - 2018 1.42% 5.49% 0.93%
Q4 - 2018 1.70% 4.09% 0.84%
2017 36.33% 27.58% 27.46%
Q1 - 2017 14.81% 12.16% 11.02%
Q2 - 2017 21.13% 16.40% 3.13%
Q3 - 2017 26.65% 20.54% 2.09%
Q4 - 2017 36.33% 27.58% 6.91%
2016 5.04% 2.72% 5.19%
Q1 - 2016 -2.12% -2.82% -2.53%
Q2 - 2016 3.78% 4.08% 7.24%
Q3 - 2016 10.47% 8.14% 4.74%
Q4 - 2016 5.04% 2.72% -5.51%
2015 4.32% -4.08% -0.35%
Q1 - 2015 1.16% 2.50% 3.76%
Q2 - 2015 -0.50% 1.02% -2.25%
Q3 - 2015 2.56% -4.05% -3.72%
Q4 - 2015 4.32% -4.08% -0.10%
2014 10.03% 31.44% 34.39%
Q2 - 2014 0.00% 20.78% 14.52%
Q3 - 2014 5.91% 26.39% 4.57%
Q4 - 2014 10.03% 31.44% 5.74%

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