ET Money rank in Flexi Cap

Consistency of returns

Protection from volatility

Return Consistency: This fund is one of the best in generating consistent return in it's category.
Volatility Protection: This fund is one of the best in protecting against volatility in it's category.
Return Outperformance: This fund has generated highest return amongst Flexi Cap funds in the last 10 Years.
Chance: This fund has generated a 16.13% annual return in 70% of times for investors holding for at least 5 years.
Return/Risk: For every unit of risk this fund takes, it produces 20% more returns.
Exit Load: For units above 10% of the investment, exit load of 2% if redeemed within 365 days and 1% if redeemed after 365 days but on or before 730 days.

Fund overview

VRO rating	5
Expense ratio	0.62% as on Apr 30, 2024
Exit load	2.0%
AUM (Fund size)	₹63,934 Crs
Lock-in	No Lockin
Age	11 yrs since May 13, 2013
Benchmark	NIFTY 500 TRI
Min. investment	SIP ₹1000 & Lump. ₹1000
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 15% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, pay tax of 10% on returns of ₹1 lakh+ in a financial year