| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 07-Nov-25 | 10013.90 | 0.14% | - | 1.00% | 269/354 |
| 1 Month | 14-Oct-25 | 10045.70 | 0.46% | - | 2.08% | 249/353 |
| 3 Month | 14-Aug-25 | 10154.70 | 1.55% | - | 4.31% | 264/338 |
| 6 Month | 14-May-25 | 10321.20 | 3.21% | - | 5.72% | 215/320 |
| YTD | 01-Jan-25 | 10718.50 | 7.18% | - | 6.92% | 151/283 |
| 1 Year | 14-Nov-24 | 10806.20 | 8.06% | 8.06% | 8.64% | 162/262 |
| 2 Year | 13-Nov-23 | 11769.80 | 17.70% | 8.46% | 14.30% | 147/187 |
| 3 Year | 14-Nov-22 | 12568.30 | 25.68% | 7.91% | 14.41% | 104/123 |
| Since Inception | 23-Feb-22 | 12633.20 | 26.33% | 6.47% | 10.40% | 253/341 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 14-Nov-24 | 12000 | 12488.34 | 4.07 % | 7.6 % |
| 2 Year | 13-Nov-23 | 24000 | 26060.13 | 8.58 % | 8.12 % |
| 3 Year | 14-Nov-22 | 36000 | 40649.94 | 12.92 % | 8.03 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.04% | 0.53% | 1.59% | 3.18% | 7.29% | 8.04% | 8.42% | 7.86% | 0.00% |
| Nifty 50 | 0.52% | 1.18% | 5.61% | 3.97% | 10.02% | 10.45% | 14.80% | 12.34% | 15.10% |
| Benchmark: CRISIL IBX SDL Index – May 2027 | 0.00% | 0.53% | 1.57% | 3.20% | 7.52% | 8.28% | 8.65% | 8.10% | 0.00% |
| Category Average | 0.38% | 1.24% | 4.68% | 4.79% | 7.26% | 8.91% | 13.83% | 14.59% | 17.73% |
| Category Rank | 313/350 | 249/353 | 264/338 | 215/320 | 151/283 | 162/262 | 147/187 | 104/123 | 0/0 |
| Best in Category | 2.29% | 11.24% | 22.58% | 31.03% | 59.06% | 63.37% | 30.23% | 35.41% | 26.80% |
| Worst in Category | -1.82% | -5.36% | -3.57% | -9.01% | -14.32% | -12.37% | 7.35% | 7.13% | 14.88% |