| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 24-Nov-25 | 10111.30 | 1.11% | - | 0.69% | 8/33 |
| 1 Month | 31-Oct-25 | 10056.80 | 0.57% | - | 0.37% | 15/32 |
| 3 Month | 01-Sep-25 | 10351.00 | 3.51% | - | 3.98% | 20/33 |
| 6 Month | 31-May-25 | 10582.30 | 5.82% | - | 5.02% | 17/31 |
| YTD | 01-Jan-25 | 10460.50 | 4.60% | - | 4.52% | 16/31 |
| 1 Year | 30-Nov-24 | 10506.20 | 5.06% | 5.05% | 3.67% | 15/31 |
| 2 Year | 01-Dec-23 | 13655.60 | 36.56% | 16.83% | 16.71% | 12/26 |
| 3 Year | 01-Dec-22 | 16676.60 | 66.77% | 18.57% | 17.44% | 10/26 |
| 5 Year | 01-Dec-20 | 23877.80 | 138.78% | 19.00% | 19.69% | 16/26 |
| Since Inception | 22-Oct-18 | 33620.00 | 236.20% | 18.58% | 14.28% | 6/33 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 30-Nov-24 | 12000 | 12833.73 | 6.95 % | 13.1 % |
| 2 Year | 01-Dec-23 | 24000 | 26791.07 | 11.63 % | 10.96 % |
| 3 Year | 01-Dec-22 | 36000 | 46084.41 | 28.01 % | 16.7 % |
| 5 Year | 01-Dec-20 | 60000 | 89830.69 | 49.72 % | 16.14 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.00% | -0.50% | 2.63% | 5.54% | 4.65% | 2.80% | 16.62% | 18.40% | 18.75% |
| Nifty 50 | -0.18% | 0.86% | 5.14% | 5.88% | 9.90% | 6.25% | 13.17% | 11.58% | 14.61% |
| Benchmark: Nifty LargeMidcap 250 TRI | -0.61% | -0.03% | 4.38% | 5.51% | 7.47% | 5.21% | 16.68% | 17.82% | 20.47% |
| Category Average | -0.63% | -0.84% | 2.77% | 4.75% | 3.93% | 2.29% | 16.35% | 17.20% | 19.51% |
| Category Rank | 0/0 | 15/33 | 20/33 | 14/31 | 16/31 | 16/31 | 12/26 | 10/26 | 16/26 |
| Best in Category | -0.12% | 1.09% | 5.12% | 9.15% | 13.64% | 9.71% | 23.89% | 24.50% | 24.47% |
| Worst in Category | -1.23% | -3.95% | -1.41% | -0.26% | -3.55% | -4.30% | 10.84% | 11.47% | 13.93% |