| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 25-Nov-25 | 10075.00 | 0.75% | - | 0.54% | 7/29 |
| 1 Month | 31-Oct-25 | 10015.40 | 0.15% | - | 0.40% | 21/29 |
| 3 Month | 02-Sep-25 | 10467.40 | 4.67% | - | 3.78% | 8/29 |
| 6 Month | 02-Jun-25 | 10763.00 | 7.63% | - | 4.57% | 1/29 |
| YTD | 01-Jan-25 | 10846.10 | 8.46% | - | 6.70% | 6/29 |
| 1 Year | 02-Dec-24 | 10939.10 | 9.39% | 9.39% | 5.70% | 3/29 |
| 2 Year | 01-Dec-23 | 14008.00 | 40.08% | 18.30% | 15.20% | 3/29 |
| 3 Year | 02-Dec-22 | 15875.70 | 58.76% | 16.64% | 15.01% | 7/29 |
| 5 Year | 02-Dec-20 | 22593.70 | 125.94% | 17.70% | 16.70% | 10/28 |
| Since Inception | 30-Dec-16 | 30637.00 | 206.37% | 13.36% | 14.15% | 20/28 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 02-Dec-24 | 12000 | 13064.03 | 8.87 % | 16.79 % |
| 2 Year | 01-Dec-23 | 24000 | 27787.75 | 15.78 % | 14.76 % |
| 3 Year | 02-Dec-22 | 36000 | 46455.24 | 29.04 % | 17.26 % |
| 5 Year | 02-Dec-20 | 60000 | 89519.99 | 49.2 % | 16 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.42% | 0.15% | 4.67% | 7.63% | 8.90% | 9.39% | 18.30% | 16.64% | 17.70% |
| Nifty 50 | -0.55% | 1.21% | 5.91% | 5.32% | 10.10% | 7.23% | 13.29% | 11.65% | 14.69% |
| Benchmark: CRISIL Hybrid 35+65 - Aggressive Index | -0.23% | 0.77% | 4.38% | 4.12% | 8.32% | 6.78% | 13.39% | 12.32% | 13.61% |
| Category Average | -0.30% | 0.40% | 3.78% | 4.57% | 6.70% | 5.70% | 15.20% | 15.01% | 16.70% |
| Category Rank | 28/28 | 21/29 | 8/29 | 1/29 | 6/29 | 3/29 | 3/29 | 7/29 | 10/28 |
| Best in Category | -0.14% | 1.64% | 5.30% | 7.63% | 14.24% | 12.28% | 18.89% | 19.80% | 24.14% |
| Worst in Category | -0.42% | -0.98% | 1.41% | 0.63% | -1.33% | -1.07% | 11.94% | 11.66% | 12.63% |