What are different details that are provided for a Mutual fund at Upstox?

You can see the fund details as follows -


1. Launch Date: This will show you when the Mutual fund was launched with month and year.


2. Lock-in period: It refers to the number of years in which investors cannot withdraw or sell the funds they have invested in. Some mutual funds have lock-in of 3 years or 5 years.


3. Minimum SIP Amount: This is the minimum amount required to start an investment in a specific SIP, as defined by the scheme.


4. NAV (Net Asset Value): Net Asset Value represents the market value per share for a particular mutual fund. NAV will be shown as of date.


5. AUM (Asset Under Management): The total market value of securities that a mutual fund company manages.


6. Expense Ratio: Expense ratios refer to the amount of money you are paying the AMC to manage your investments as a fee.


7. Benchmark: An index used to measure a mutual fund's performance is called a benchmark.


8. Fund Plan: Here you can choose between the Growth plan or Dividend Payout plan.

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