Lumpsum returns
What would a one-time investment have become?
What a single investment made at the start of the period would be worth today across the schemes in a category.
Fetching the latest figures…
What this is, and what it is not
These are published figures for schemes across the industry, supplied by Advisorkhoj. They are shown so you can see how a category has behaved — not as a list of schemes we suggest.
Past performance is not indicative of future returns. A scheme at the top of a table over one period is frequently not there over the next. Returns beyond a year are compounded annually; shorter periods are absolute.
Figures are before exit load and before tax, and they take no account of your own holding period, your other investments or what you are trying to pay for.
Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Nothing on this page is a recommendation to buy or sell any scheme. Ramachandran Kothanath is an AMFI Registered Mutual Fund Distributor, not an investment adviser.
A table is not a plan.
Which of these suits you depends on when you need the money and what else you hold. That is the conversation, not the table.