| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 03-Nov-25 | 9875.60 | -1.24% | - | 1.18% | 71/148 |
| 1 Month | 10-Oct-25 | 10181.60 | 1.82% | - | 0.81% | 40/147 |
| 3 Month | 08-Aug-25 | 10494.70 | 4.95% | - | 10.29% | 77/139 |
| 6 Month | 08-May-25 | 11374.10 | 13.74% | - | 19.70% | 62/127 |
| YTD | 31-Dec-24 | 11293.30 | 12.93% | - | 26.37% | 63/120 |
| 1 Year | 08-Nov-24 | 11072.40 | 10.72% | 10.66% | 24.65% | 71/120 |
| 2 Year | 10-Nov-23 | 14648.90 | 46.49% | 21.00% | 24.04% | 58/111 |
| 3 Year | 10-Nov-22 | 15944.60 | 59.45% | 16.81% | 20.12% | 65/103 |
| 5 Year | 10-Nov-20 | 16604.10 | 66.04% | 10.67% | 13.72% | 41/63 |
| 10 Year | 10-Nov-15 | 27444.50 | 174.44% | 10.61% | 11.33% | 28/51 |
| Since Inception | 17-Sep-08 | 28466.30 | 184.66% | 6.29% | 15.60% | 89/108 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 08-Nov-24 | 12000 | 13089.96 | 9.08 % | 17.14 % |
| 2 Year | 10-Nov-23 | 24000 | 28109.05 | 17.12 % | 15.96 % |
| 3 Year | 10-Nov-22 | 36000 | 45981.56 | 27.73 % | 16.52 % |
| 5 Year | 10-Nov-20 | 60000 | 81025.59 | 35.04 % | 11.95 % |
| 10 Year | 10-Nov-15 | 120000 | 218805.36 | 82.34 % | 11.55 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.00% | 1.68% | 4.09% | 12.12% | 12.78% | 10.78% | 20.89% | 15.28% | 10.80% |
| Nifty 50 | 0.70% | 2.34% | 5.67% | 3.82% | 9.44% | 8.34% | 15.10% | 12.12% | 15.30% |
| Benchmark: MSCI ACWI TRI | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
| Category Average | 0.38% | 1.12% | 10.56% | 19.35% | 26.79% | 26.66% | 24.19% | 20.21% | 13.74% |
| Category Rank | 0/0 | 58/147 | 92/139 | 63/127 | 67/120 | 73/120 | 58/111 | 66/103 | 44/63 |
| Best in Category | 1.81% | 13.05% | 37.84% | 63.43% | 126.44% | 117.59% | 71.00% | 43.83% | 32.79% |
| Worst in Category | -0.74% | -7.37% | 0.57% | 1.76% | -9.52% | -8.11% | 7.22% | 7.10% | 1.74% |