| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 24-Oct-25 | 10024.50 | 0.25% | - | 0.52% | 25/32 |
| 1 Month | 30-Sep-25 | 10285.90 | 2.86% | - | 4.04% | 28/32 |
| 3 Month | 31-Jul-25 | 10163.90 | 1.64% | - | 2.95% | 25/31 |
| 6 Month | 30-Apr-25 | 11059.20 | 10.59% | - | 11.80% | 23/31 |
| YTD | 01-Jan-25 | 10235.50 | 2.35% | - | 2.45% | 16/30 |
| 1 Year | 31-Oct-24 | 10479.50 | 4.79% | 4.79% | 4.15% | 14/30 |
| 2 Year | 31-Oct-23 | 15051.20 | 50.51% | 22.65% | 23.21% | 18/30 |
| 3 Year | 31-Oct-22 | 16761.60 | 67.62% | 18.77% | 21.34% | 23/28 |
| 5 Year | 30-Oct-20 | 26823.30 | 168.23% | 21.79% | 25.74% | 23/25 |
| 10 Year | 30-Oct-15 | 45337.80 | 353.38% | 16.30% | 16.36% | 10/21 |
| Since Inception | 18-Feb-11 | 114750.00 | 1047.50% | 18.04% | 18.06% | 15/32 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 31-Oct-24 | 12000 | 12794.65 | 6.62 % | 12.41 % |
| 2 Year | 31-Oct-23 | 24000 | 27330.94 | 13.88 % | 12.99 % |
| 3 Year | 31-Oct-22 | 36000 | 46993.42 | 30.54 % | 18.05 % |
| 5 Year | 30-Oct-20 | 60000 | 92591.41 | 54.32 % | 17.36 % |
| 10 Year | 30-Oct-15 | 120000 | 312506.64 | 160.42 % | 18.19 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.73% | 2.86% | 1.64% | 10.59% | 2.46% | 4.79% | 22.65% | 18.77% | 21.79% |
| Nifty 50 | -1.27% | 4.51% | 3.85% | 5.70% | 8.79% | 6.27% | 16.09% | 12.60% | 17.16% |
| Benchmark: BSE Midcap 150 TRI | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
| Category Average | -0.56% | 4.04% | 2.95% | 11.80% | 2.45% | 4.15% | 23.21% | 21.34% | 25.74% |
| Category Rank | 25/32 | 28/32 | 25/31 | 23/31 | 16/30 | 14/30 | 18/30 | 23/28 | 23/25 |
| Best in Category | -0.12% | 5.49% | 7.70% | 21.07% | 8.67% | 13.79% | 32.64% | 27.26% | 32.77% |
| Worst in Category | -1.13% | 2.32% | 0.18% | 1.49% | -7.57% | -5.90% | 14.21% | 13.35% | 19.34% |