| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 26-Nov-25 | 9940.70 | -0.59% | - | -1.09% | 4/33 |
| 1 Month | 03-Nov-25 | 9949.50 | -0.51% | - | -0.84% | 15/33 |
| 3 Month | 03-Sep-25 | 10263.40 | 2.63% | - | 2.77% | 20/33 |
| 6 Month | 03-Jun-25 | 10554.30 | 5.54% | - | 4.75% | 14/31 |
| YTD | 01-Jan-25 | 10426.30 | 4.26% | - | 3.93% | 16/31 |
| 1 Year | 03-Dec-24 | 10279.10 | 2.79% | 2.80% | 2.29% | 16/31 |
| 2 Year | 01-Dec-23 | 13610.90 | 36.11% | 16.62% | 16.35% | 12/26 |
| 3 Year | 02-Dec-22 | 16605.60 | 66.06% | 18.40% | 17.20% | 10/26 |
| 5 Year | 03-Dec-20 | 23615.20 | 136.15% | 18.75% | 19.51% | 16/26 |
| Since Inception | 22-Oct-18 | 33510.00 | 235.10% | 18.52% | 14.08% | 6/33 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 03-Dec-24 | 12000 | 12737.79 | 6.15 % | 11.61 % |
| 2 Year | 01-Dec-23 | 24000 | 26703.79 | 11.27 % | 10.64 % |
| 3 Year | 02-Dec-22 | 36000 | 45881.9 | 27.45 % | 16.41 % |
| 5 Year | 03-Dec-20 | 60000 | 89219.3 | 48.7 % | 15.87 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.54% | -1.04% | 2.08% | 4.98% | 4.09% | 2.24% | 16.28% | 18.17% | 18.61% |
| 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 | -0.61% | -0.88% | 2.73% | 4.70% | 3.88% | 2.24% | 16.32% | 17.18% | 19.50% |
| Category Rank | 12/33 | 17/33 | 22/33 | 17/31 | 17/31 | 16/31 | 13/26 | 10/26 | 16/26 |
| Best in Category | -0.12% | 0.77% | 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% |