| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 10-Nov-25 | 10163.70 | 1.64% | - | 1.30% | 5/33 |
| 1 Month | 17-Oct-25 | 10281.30 | 2.81% | - | 1.39% | 3/33 |
| 3 Month | 14-Aug-25 | 10737.30 | 7.37% | - | 5.26% | 4/33 |
| 6 Month | 16-May-25 | 10962.60 | 9.63% | - | 6.64% | 2/31 |
| YTD | 01-Jan-25 | 10931.90 | 9.32% | - | 6.16% | 5/31 |
| 1 Year | 14-Nov-24 | 11402.90 | 14.03% | 13.91% | 10.08% | 5/31 |
| 2 Year | 17-Nov-23 | 15764.70 | 57.65% | 25.52% | 20.13% | 3/26 |
| 3 Year | 17-Nov-22 | 19754.00 | 97.54% | 25.45% | 20.08% | 3/26 |
| 5 Year | 17-Nov-20 | 31234.80 | 212.35% | 25.57% | 22.12% | 4/26 |
| 10 Year | 17-Nov-15 | 53934.40 | 439.34% | 18.34% | 16.30% | 2/19 |
| Since Inception | 02-Jan-13 | 72072.00 | 620.72% | 16.57% | 15.91% | 16/30 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 14-Nov-24 | 12000 | 13298.32 | 10.82 % | 20.49 % |
| 2 Year | 17-Nov-23 | 24000 | 28406.99 | 18.36 % | 17.09 % |
| 3 Year | 17-Nov-22 | 36000 | 50839.54 | 41.22 % | 23.7 % |
| 5 Year | 17-Nov-20 | 60000 | 107293.49 | 78.82 % | 23.43 % |
| 10 Year | 17-Nov-15 | 120000 | 344748.77 | 187.29 % | 20.01 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.59% | 2.21% | 5.68% | 8.98% | 9.18% | 13.89% | 25.11% | 25.33% | 25.29% |
| Nifty 50 | -0.40% | 0.78% | 4.15% | 3.56% | 9.58% | 10.47% | 14.55% | 12.26% | 14.89% |
| Benchmark: Nifty LargeMidcap 250 TRI | -0.53% | 1.74% | 4.71% | 5.79% | 8.00% | 11.34% | 18.80% | 19.37% | 21.55% |
| Category Average | -0.56% | 0.91% | 3.63% | 6.16% | 5.69% | 9.93% | 19.82% | 20.01% | 21.84% |
| Category Rank | 18/30 | 4/33 | 3/33 | 3/31 | 5/31 | 4/31 | 3/26 | 3/26 | 3/26 |
| Best in Category | -0.23% | 3.04% | 6.14% | 12.02% | 15.02% | 16.38% | 27.77% | 28.93% | 27.54% |
| Worst in Category | -0.89% | -1.18% | -2.70% | 1.53% | -0.45% | 3.03% | 14.39% | 14.69% | 15.82% |