| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 07-Nov-25 | 10054.20 | 0.54% | - | 0.67% | 9/13 |
| 1 Month | 14-Oct-25 | 10182.60 | 1.83% | - | 2.19% | 9/13 |
| 3 Month | 14-Aug-25 | 10388.20 | 3.88% | - | 3.80% | 6/13 |
| 6 Month | 14-May-25 | 10448.60 | 4.49% | - | 5.52% | 8/13 |
| YTD | 01-Jan-25 | 10521.00 | 5.21% | - | 4.67% | 7/13 |
| 1 Year | 14-Nov-24 | 10724.00 | 7.24% | 7.24% | 7.43% | 6/12 |
| 2 Year | 13-Nov-23 | 12898.70 | 28.99% | 13.53% | 14.50% | 6/11 |
| 3 Year | 14-Nov-22 | 13435.20 | 34.35% | 10.33% | 13.61% | 10/11 |
| 5 Year | 13-Nov-20 | 17420.00 | 74.20% | 11.73% | 15.61% | 9/11 |
| Since Inception | 08-Dec-15 | 26636.60 | 166.37% | 10.36% | 11.38% | 10/12 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 14-Nov-24 | 12000 | 12675.07 | 5.63 % | 10.55 % |
| 2 Year | 13-Nov-23 | 24000 | 26545.03 | 10.6 % | 9.99 % |
| 3 Year | 14-Nov-22 | 36000 | 42601.03 | 18.34 % | 11.22 % |
| 5 Year | 13-Nov-20 | 60000 | 76844.7 | 28.07 % | 9.82 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.07% | 1.83% | 3.88% | 4.49% | 5.60% | 7.24% | 13.53% | 10.33% | 11.73% |
| Nifty 50 | 0.12% | 3.04% | 5.19% | 5.04% | 9.58% | 10.10% | 15.39% | 12.22% | 15.17% |
| Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
| Category Average | -0.02% | 2.19% | 3.80% | 5.52% | 4.67% | 7.43% | 14.50% | 13.61% | 15.61% |
| Category Rank | 9/12 | 8/13 | 5/13 | 7/13 | 6/13 | 5/12 | 5/11 | 9/11 | 8/11 |
| Best in Category | 0.11% | 4.33% | 7.98% | 13.23% | 10.53% | 17.06% | 25.42% | 23.93% | 33.63% |
| Worst in Category | -0.16% | 0.70% | 1.63% | 1.82% | -4.46% | 1.93% | 10.42% | 9.42% | 10.36% |