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CPSE Exchange Traded Scheme - Further Fund Offer 3 - Retail Investors has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 101.74 | 52.39 | 23.92 | 14.16 |
| Average Rolling Returns(%) | 14.94 | 8.89 | 4.37 | 9.90 |
The Current NAV of CPSE Exchange Traded Scheme - Further Fund Offer 3 - Retail Investors is ₹84.42.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark Nifty CPSE , as Funds portfolio is somewhat different.
CPSE Exchange Traded Scheme - Further Fund Offer 3 - Retail Investors fund’s expense ratio is N/A
The process for redemption is
The AUM of CPSE Exchange Traded Scheme - Further Fund Offer 3 - Retail Investors is currently ₹36,231 Crores.
The Top three stocks are NTPC, Power Grid Corp and ONGC and account for 58% of its portfolio. Top 5 and 10 stocks of fund account for 87% and 99% of fund’s portfolio respectively.
Top three sectors of CPSE Exchange Traded Scheme - Further Fund Offer 3 - Retail Investors fund are Construction & Infrastructure, Oil & Gas and Metals & Mining accounting for 88% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a ETFs - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of CPSE Exchange Traded Scheme - Further Fund Offer 3 - Retail Investors Fund is ETFs - Other.
Mehul Dama manages the CPSE Exchange Traded Scheme - Further Fund Offer 3 - Retail Investors Fund.
CPSE Exchange Traded Scheme - Further Fund Offer 3 - Retail Investors current PE ratio is 18.52 and PB ratio is 3.30
The asset allocation of CPSE Exchange Traded Scheme - Further Fund Offer 3 - Retail Investors is Stocks : 99.94%, Debt : 0.06% and Gold : 0%
The minimum SIP amount for CPSE Exchange Traded Scheme - Further Fund Offer 3 - Retail Investors is N/A and minimum lumpsum is ₹5000.00
The exit load for CPSE Exchange Traded Scheme - Further Fund Offer 3 - Retail Investors is Nil
MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number that appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
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