| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 07-Nov-25 | 10095.00 | 0.95% | - | 0.83% | 11/29 |
| 1 Month | 14-Oct-25 | 10198.40 | 1.98% | - | 1.64% | 9/29 |
| 3 Month | 14-Aug-25 | 10370.10 | 3.70% | - | 3.50% | 12/29 |
| 6 Month | 14-May-25 | 10535.30 | 5.35% | - | 5.11% | 12/29 |
| YTD | 01-Jan-25 | 10632.90 | 6.33% | - | 5.47% | 8/29 |
| 1 Year | 14-Nov-24 | 10810.50 | 8.11% | 8.10% | 7.69% | 10/29 |
| 2 Year | 13-Nov-23 | 13277.00 | 32.77% | 15.18% | 15.60% | 17/29 |
| 3 Year | 14-Nov-22 | 14659.50 | 46.59% | 13.59% | 14.36% | 16/29 |
| 5 Year | 13-Nov-20 | 19831.00 | 98.31% | 14.66% | 16.08% | 21/28 |
| 10 Year | 13-Nov-15 | 28525.90 | 185.26% | 11.04% | 12.18% | 15/20 |
| Since Inception | 10-Feb-95 | 1562620.00 | 15526.20% | 17.83% | 13.19% | 1/29 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 14-Nov-24 | 12000 | 12763.32 | 6.36 % | 11.96 % |
| 2 Year | 13-Nov-23 | 24000 | 26601.26 | 10.84 % | 10.21 % |
| 3 Year | 14-Nov-22 | 36000 | 43815.4 | 21.71 % | 13.16 % |
| 5 Year | 13-Nov-20 | 60000 | 81632.52 | 36.05 % | 12.25 % |
| 10 Year | 13-Nov-15 | 120000 | 219307.47 | 82.76 % | 11.59 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.03% | 1.98% | 3.70% | 5.35% | 6.69% | 8.10% | 15.18% | 13.59% | 14.66% |
| Nifty 50 | 0.12% | 3.04% | 5.19% | 5.04% | 9.58% | 10.10% | 15.39% | 12.22% | 15.17% |
| Benchmark: CRISIL Hybrid 35+65 - Aggressive Index | 0.00% | 2.11% | 4.01% | 4.71% | 8.02% | 9.27% | 14.97% | 12.79% | 14.11% |
| Category Average | 0.06% | 1.64% | 3.50% | 5.11% | 5.47% | 7.69% | 15.60% | 14.36% | 16.08% |
| Category Rank | 20/27 | 9/29 | 12/29 | 12/29 | 8/29 | 10/29 | 17/29 | 16/29 | 21/28 |
| Best in Category | 0.31% | 2.69% | 5.38% | 8.79% | 12.87% | 15.82% | 19.82% | 19.35% | 24.70% |
| Worst in Category | -0.19% | -0.05% | 1.52% | 2.21% | -1.92% | 0.78% | 11.79% | 10.98% | 11.73% |