| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 14-Nov-25 | 10017.50 | 0.18% | - | 0.07% | 6/18 |
| 1 Month | 20-Oct-25 | 10014.00 | 0.14% | - | 0.20% | 11/18 |
| 3 Month | 21-Aug-25 | 10197.70 | 1.98% | - | 1.64% | 4/18 |
| 6 Month | 21-May-25 | 10135.80 | 1.36% | - | 2.02% | 14/18 |
| YTD | 01-Jan-25 | 10600.30 | 6.00% | - | 5.76% | 8/18 |
| 1 Year | 21-Nov-24 | 10662.20 | 6.62% | 6.62% | 6.85% | 11/18 |
| 2 Year | 21-Nov-23 | 11752.90 | 17.53% | 8.40% | 9.38% | 14/18 |
| 3 Year | 21-Nov-22 | 12522.30 | 25.22% | 7.78% | 9.06% | 14/18 |
| 5 Year | 20-Nov-20 | 13572.20 | 35.72% | 6.29% | 8.67% | 16/17 |
| 10 Year | 20-Nov-15 | 19172.40 | 91.72% | 6.72% | 7.74% | 14/17 |
| Since Inception | 25-Feb-10 | 32540.10 | 225.40% | 7.78% | 8.63% | 13/18 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 21-Nov-24 | 12000 | 12414.39 | 3.45 % | 6.44 % |
| 2 Year | 21-Nov-23 | 24000 | 25677.71 | 6.99 % | 6.63 % |
| 3 Year | 21-Nov-22 | 36000 | 40362.23 | 12.12 % | 7.55 % |
| 5 Year | 20-Nov-20 | 60000 | 71150.46 | 18.58 % | 6.74 % |
| 10 Year | 20-Nov-15 | 120000 | 168045.73 | 40.04 % | 6.55 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.18% | 0.14% | 1.98% | 1.36% | 5.98% | 6.62% | 8.40% | 7.78% | 6.29% |
| Nifty 50 | -0.47% | 0.77% | 3.92% | 5.06% | 10.25% | 11.64% | 15.01% | 12.79% | 15.16% |
| Benchmark: CRISIL Hybrid 85+15 - Conservative Index | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
| Category Average | -0.19% | 0.20% | 1.64% | 2.02% | 5.76% | 6.85% | 9.38% | 9.06% | 8.67% |
| Category Rank | 12/18 | 11/18 | 4/18 | 14/18 | 8/18 | 11/18 | 14/18 | 14/18 | 16/17 |
| Best in Category | -0.06% | 1.02% | 2.52% | 4.48% | 9.03% | 9.84% | 11.18% | 11.53% | 10.67% |
| Worst in Category | -0.47% | -1.30% | -0.09% | 0.23% | 2.43% | 4.70% | 7.22% | 6.71% | 6.17% |