Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
---|---|---|---|---|---|---|
1 Week | 13-Oct-25 | 10173.40 | 1.73% | - | 1.39% | 7/33 |
1 Month | 19-Sep-25 | 10103.30 | 1.03% | - | 0.51% | 8/33 |
3 Month | 18-Jul-25 | 10353.60 | 3.54% | - | 1.98% | 7/32 |
6 Month | 17-Apr-25 | 11206.20 | 12.06% | - | 11.37% | 11/31 |
YTD | 01-Jan-25 | 10699.20 | 6.99% | - | 5.08% | 9/31 |
1 Year | 18-Oct-24 | 10435.60 | 4.36% | 4.33% | 2.24% | 5/30 |
2 Year | 20-Oct-23 | 16009.80 | 60.10% | 26.49% | 21.35% | 3/26 |
3 Year | 20-Oct-22 | 20111.00 | 101.11% | 26.20% | 20.49% | 3/26 |
5 Year | 20-Oct-20 | 33170.10 | 231.70% | 27.08% | 23.80% | 4/26 |
10 Year | 20-Oct-15 | 51278.20 | 412.78% | 17.74% | 15.75% | 3/19 |
Since Inception | 02-Jan-13 | 70537.80 | 605.38% | 16.48% | 15.83% | 16/31 |
Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
---|---|---|---|---|---|
1 Year | 18-Oct-24 | 12000 | 13007.86 | 8.4 % | 15.88 % |
2 Year | 20-Oct-23 | 24000 | 28399.92 | 18.33 % | 17.09 % |
3 Year | 20-Oct-22 | 36000 | 50806.91 | 41.13 % | 23.68 % |
5 Year | 20-Oct-20 | 60000 | 107865.96 | 79.78 % | 23.66 % |
10 Year | 20-Oct-15 | 120000 | 341845.64 | 184.87 % | 19.86 % |
Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
---|---|---|---|---|---|---|---|---|---|
This Fund | 0.62% | 1.03% | 3.54% | 12.06% | 7.49% | 4.33% | 26.49% | 26.20% | 27.08% |
Nifty 50 | 0.52% | 2.04% | 3.50% | 8.35% | 9.30% | 3.96% | 14.97% | 13.73% | 16.77% |
Benchmark: Nifty LargeMidcap 250 TRI | 0.56% | 0.88% | 1.98% | 11.24% | 6.74% | 2.55% | 19.88% | 19.68% | 23.57% |
Category Average | 0.41% | 0.53% | 2.00% | 11.40% | 5.10% | 2.26% | 21.36% | 20.50% | 23.80% |
Category Rank | 8/32 | 8/33 | 7/32 | 11/31 | 9/31 | 5/30 | 3/26 | 3/26 | 4/26 |
Best in Category | 0.86% | 1.94% | 6.06% | 20.50% | 13.64% | 9.68% | 31.94% | 30.61% | 30.40% |
Worst in Category | -0.42% | -1.40% | -2.87% | 4.80% | -0.51% | -6.80% | 14.35% | 15.31% | 17.88% |