Close ended equity scheme Mutual Funds

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Axis US Treasury Dynamic Bond ETF Fund of Fund - Reg (G) 3Y Returns 0% VS

Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan 3Y Returns 7.01%

SBI Infrastructure Fund - Regular Plan - Growth 3Y Returns 27.37% VS

ICICI Prudential Infrastructure Fund - Growth 3Y Returns 34.31%

Tata Treasury Advantage Fund - Regular Plan - Growth Option 3Y Returns 6.02% VS

UTI Low Duration Fund - Regular Plan - Growth Option 3Y Returns 6.33%

Axis Flexi Cap Fund - Regular Plan - Growth 3Y Returns 11.12% VS

SBI Flexicap Fund - REGULAR PLAN -Growth Option 3Y Returns 13.27%

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Invested Amount ₹43,855
Interest Earned ₹6,145

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Frequently Asked Questions

Who should invest in Close ended equity scheme Mutual Funds?

Close ended equity scheme funds are suitable for the investors who can digest high risk in search for higher returns. Moreover, these funds are not suitable for the investors who are stepping in the finance market with a short term investment perspective as they might end up delivering negative returns.

What is the minimum investment required for investing in Close ended equity scheme funds?

The minimum investment depends from one scheme to another. In general, for lumpsum investment the minimum investment can range from Rs. 500 to Rs. 5000. Whereas, in case of SIP, the range may vary between Rs. 500 to Rs. 1000. For authentic information, never forget to check the scheme related documents.

What is the investment philosophy followed by Close ended equity scheme companies?

The fund manager of Close ended equity scheme fund targets the best small sized companies having the potential to generate excellent gains in the future. Such companies do not have much resources as the large cap or mid cap companies but have high potential to outperform many big companies.

Why to invest in Close ended equity scheme funds?

Close ended equity scheme funds have more tendency of providing exceptional returns than the other categories of funds. Moreover, they can also be a suitable option for providing diversification to your portfolio.

How risky are Close ended equity scheme funds?

Close ended equity scheme funds are one of the riskiest mutual funds. But at the same time rewards are also high. Therefore, an investor who is willing to expose his corpus towards risk for fetching higher returns should invest in Close ended equity scheme funds.

Are Close ended equity scheme Funds for long term investment?

Yes, Close ended equity scheme funds are a suitable choice for generating long term capital appreciation. Moreover, in short term these funds can cause double digit losses to the investors. Thus, always maintain a long term investment perspective while investing in Close ended equity scheme mutual funds.

What is the benchmark of Close ended equity scheme Fund?

Benchmark is a standard with which a mutual fund competes in terms of growth & performance. Different Close ended equity scheme funds have different benchmark. Thus, read the mutual fund document carefully to know the benchmark.

What are the taxes applied on Close ended equity scheme Mutual Funds?

Close ended equity scheme funds are eligible for two types of taxes- STCG (Short Term Capital Gain) and LTCG (Long Term Capital Gain). STCG is the capital gain generated on the units which are hold for up to 1 year. The STCG tax imposed by the Government of India is 15%. LTCG is the profit generated on the units which are hold for more than one years. The LTCG levied is 10% for the profit above Rs. 1 Lakh.