| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 28-Nov-25 | 9937.20 | -0.63% | - | -0.72% | 28/56 |
| 1 Month | 04-Nov-25 | 9970.90 | -0.29% | - | -0.25% | 34/55 |
| 3 Month | 05-Sep-25 | 10201.40 | 2.01% | - | 2.76% | 34/56 |
| 6 Month | 05-Jun-25 | 10296.70 | 2.97% | - | 2.96% | 29/56 |
| YTD | 01-Jan-25 | 10493.40 | 4.93% | - | 3.19% | 20/55 |
| 1 Year | 05-Dec-24 | 10181.10 | 1.81% | 1.81% | -0.09% | 17/55 |
| 2 Year | 05-Dec-23 | 12796.50 | 27.96% | 13.10% | 13.16% | 26/55 |
| 3 Year | 05-Dec-22 | 14571.40 | 45.71% | 13.36% | 16.14% | 46/52 |
| 5 Year | 04-Dec-20 | 17512.20 | 75.12% | 11.84% | 19.06% | 50/51 |
| 10 Year | 04-Dec-15 | 33036.10 | 230.36% | 12.68% | 14.18% | 24/28 |
| Since Inception | 29-Dec-09 | 98145.20 | 881.45% | 15.40% | 14.75% | 23/56 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 05-Dec-24 | 12000 | 12595.39 | 4.96 % | 9.3 % |
| 2 Year | 05-Dec-23 | 24000 | 26186.23 | 9.11 % | 8.61 % |
| 3 Year | 05-Dec-22 | 36000 | 43682.58 | 21.34 % | 12.95 % |
| 5 Year | 04-Dec-20 | 60000 | 79204.92 | 32.01 % | 11.04 % |
| 10 Year | 04-Dec-15 | 120000 | 231137.2 | 92.61 % | 12.58 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.27% | -0.29% | 2.01% | 2.97% | 5.30% | 1.81% | 13.10% | 13.36% | 11.84% |
| Nifty 50 | 0.59% | 2.30% | 5.84% | 5.80% | 10.75% | 5.98% | 12.04% | 11.86% | 14.56% |
| Benchmark: Nifty 500 TRI | 0.40% | 0.73% | 4.55% | 4.55% | 7.59% | 3.43% | 14.31% | 15.36% | 17.95% |
| Category Average | 0.12% | -0.25% | 2.76% | 2.96% | 3.19% | -0.09% | 13.16% | 16.14% | 19.06% |
| Category Rank | 25/56 | 34/55 | 34/56 | 29/56 | 20/55 | 17/55 | 26/55 | 46/52 | 50/51 |
| Best in Category | 0.79% | 2.26% | 7.79% | 8.79% | 11.48% | 8.34% | 27.07% | 22.25% | 27.65% |
| Worst in Category | -0.98% | -4.60% | -2.84% | -6.91% | -13.04% | -15.25% | -1.01% | 9.66% | 11.54% |