A risk-adjusted return is a calculation of the profit or likely profit from an investment where risks are pitted against the returns they are likely to give. The risk is measured usually against government treasuries, considered virtually risk-free.
1) Parag Parikh Tax Saver Fund Direct – Growth Fund
The Current Net Asset Value (NAV) of the Parag Parikh Tax Saver Fund – Direct Plan as of May 3, 2023, is Rs 21.61 for growth option. Its trailing returns over different time periods are 8.67% (1yr), 32.95% (3yr) and 21.75% (since launch). Whereas, category returns for the same time duration are: 0.84% (1yr), 25.37% (3yr) and 10.19% (5yr). The net Assets under Management (AUM) is worth Rs 1,147.11 crore as on February 28, 2023. The expense ratio of the fund is 0.8%. The minimum investment required is Rs 500 and minimum additional investment is Rs 500. Minimum SIP investment is Rs 1,000.
2) Quant Tax Plan Direct-Growth Fund
The current NAV of the Quant Tax Plan – Direct Plan as of May 3, 2023, is Rs 258.86 for growth option. Its trailing returns over different time periods are: 4.81% (1yr), 50.58% (3yr), 22.26% (5yr) and 19.62% (since launch). Whereas, category returns for the same time duration are: 0.84% (1yr), 25.37% (3yr) and 10.19% (5yr). The AUM is worth Rs 2,779.06 crore as on February 28, 2023. The expense ratio of the fund is 0.57% for Direct plan as on February 28, 2023. The minimum investment required is Rs 500 and minimum additional investment is Rs 500. Minimum SIP investment is Rs 500.
3) Sundaram Long Term Tax Advantage Fund Series III Direct – Growth Fund
The current NAV of the Sundaram Long Term Tax Advantage Fund Series III – Direct Plan as on May 3, 2023, is Rs 18.10 for growth option. Its trailing returns over different time periods are: 6.37% (1yr), 41.84% (3yr) and 10.72% (since launch). Whereas, category returns for the same time duration are: 1.75% (1yr), 33.93% (3yr) and 12.17% (5yr). The AUM worth of Rs 28.67 crore as on February 28, 2023. The expense ratio of the fund is 0.98% for Direct plan as on February 28, 2023. The minimum investment required is Rs 500 and minimum additional investment is Rs 500. Minimum SIP investment is Rs 0.
4) Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct – Growth Fund
The current NAV of the Sundaram Long Term Micro Cap Tax Advantage Fund Series VI – Direct Plan as of May 03, 2023, is Rs 17.31 for growth option. Its trailing returns over different time periods are: 3.78% (1yr), 44.73% (3yr), 9.77% (5yr) and 8.85% (since launch). Whereas, Category returns for the same time duration are: 1.75% (1yr), 33.93% (3yr) and 12.17% (5yr). The AUM is worth Rs 31.7 crore as on February 28, 2023. The expense ratio of the fund is 1.23% for direct plan as on February 28, 2023. The minimum investment required is Rs 500 and minimum additional investment is Rs 500. Minimum SIP investment is Rs 0.
5) SBI Long Term Advantage Fund Series III Direct Growth Fund
The Current NAV of the SBI Long Term Advantage Fund Series III – Direct Plan as of May 3, 2023, is Rs 29.15 for growth option. Its trailing returns over different time periods are: 1.15% (1yr), 36.2% (3yr), 15.36% (5yr) and 15.82% (since launch). Whereas, Category returns for the same time duration are: 1.75% (1yr), 33.93% (3yr) and 12.17% (5yr). The AUM is worth Rs 57.08 crore as on February 28, 2023. The expense ratio of the fund is 0.93% for Direct plan as on Mar 31, 2022. The minimum investment required is Rs 500 and minimum additional investment is Rs 500. Minimum SIP investment is Rs 0.
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