| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 13-Nov-25 | 10021.50 | 0.21% | - | 0.24% | 14/18 |
| 1 Month | 20-Oct-25 | 10040.90 | 0.41% | - | 0.46% | 12/18 |
| 3 Month | 20-Aug-25 | 10231.50 | 2.31% | - | 2.04% | 8/18 |
| 6 Month | 20-May-25 | 10428.60 | 4.29% | - | 2.88% | 3/18 |
| YTD | 01-Jan-25 | 10829.50 | 8.29% | - | 6.77% | 3/18 |
| 1 Year | 19-Nov-24 | 10948.10 | 9.48% | 9.45% | 7.81% | 3/18 |
| 2 Year | 20-Nov-23 | 12420.70 | 24.21% | 11.43% | 10.45% | 4/18 |
| 3 Year | 18-Nov-22 | 13420.40 | 34.20% | 10.27% | 10.01% | 9/18 |
| 5 Year | 20-Nov-20 | 17018.80 | 70.19% | 11.21% | 9.71% | 3/17 |
| 10 Year | 20-Nov-15 | 25507.80 | 155.08% | 9.81% | 8.78% | 4/17 |
| Since Inception | 04-Jan-13 | 36571.60 | 265.72% | 10.59% | 9.35% | 3/18 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 19-Nov-24 | 12000 | 12642.68 | 5.36 % | 10.01 % |
| 2 Year | 20-Nov-23 | 24000 | 26606.93 | 10.86 % | 10.23 % |
| 3 Year | 18-Nov-22 | 36000 | 42217.13 | 17.27 % | 10.6 % |
| 5 Year | 20-Nov-20 | 60000 | 77459.32 | 29.1 % | 10.14 % |
| 10 Year | 20-Nov-15 | 120000 | 198634.24 | 65.53 % | 9.73 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.21% | 0.19% | 2.08% | 3.78% | 8.12% | 9.28% | 11.27% | 10.25% | 11.16% |
| Nifty 50 | -0.47% | 0.77% | 3.92% | 5.06% | 10.25% | 11.64% | 15.01% | 12.79% | 15.16% |
| Benchmark: CRISIL Hybrid 85+15 - Conservative Index | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
| Category Average | -0.18% | 0.27% | 1.86% | 2.46% | 6.57% | 7.77% | 10.33% | 10.00% | 9.67% |
| Category Rank | 14/18 | 12/18 | 8/18 | 3/18 | 3/18 | 3/18 | 4/18 | 9/18 | 3/17 |
| Best in Category | -0.06% | 1.10% | 2.72% | 4.89% | 9.79% | 10.70% | 11.74% | 11.86% | 11.64% |
| Worst in Category | -0.47% | -1.22% | 0.14% | 0.73% | 3.23% | 5.67% | 8.19% | 7.74% | 7.15% |