| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 24-Nov-25 | 10122.20 | 1.22% | - | 0.82% | 2/29 |
| 1 Month | 31-Oct-25 | 10046.00 | 0.46% | - | 0.60% | 19/29 |
| 3 Month | 01-Sep-25 | 10485.30 | 4.85% | - | 3.73% | 5/29 |
| 6 Month | 31-May-25 | 10786.20 | 7.86% | - | 4.33% | 1/29 |
| YTD | 01-Jan-25 | 10759.20 | 7.59% | - | 5.85% | 6/29 |
| 1 Year | 30-Nov-24 | 10906.90 | 9.07% | 9.04% | 5.28% | 3/29 |
| 2 Year | 01-Dec-23 | 13700.10 | 37.00% | 17.02% | 14.02% | 2/29 |
| 3 Year | 01-Dec-22 | 15293.80 | 52.94% | 15.20% | 13.71% | 8/29 |
| 5 Year | 01-Dec-20 | 21285.20 | 112.85% | 16.30% | 15.40% | 10/28 |
| Since Inception | 30-Dec-16 | 27096.00 | 170.96% | 11.81% | 13.17% | 22/29 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 30-Nov-24 | 12000 | 13053.71 | 8.78 % | 16.63 % |
| 2 Year | 01-Dec-23 | 24000 | 27516.71 | 14.65 % | 13.74 % |
| 3 Year | 01-Dec-22 | 36000 | 45658.18 | 26.83 % | 16.04 % |
| 5 Year | 01-Dec-20 | 60000 | 86823.27 | 44.71 % | 14.75 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.05% | 0.46% | 4.85% | 7.86% | 8.02% | 9.04% | 17.02% | 15.20% | 16.30% |
| Nifty 50 | -0.10% | 1.76% | 6.30% | 5.76% | 10.70% | 8.43% | 13.62% | 11.63% | 14.82% |
| Benchmark: CRISIL Hybrid 35+65 - Aggressive Index | 0.00% | 1.10% | 4.73% | 4.51% | 8.68% | 7.67% | 13.60% | 12.37% | 13.72% |
| Category Average | -0.07% | 0.60% | 3.73% | 4.33% | 5.85% | 5.28% | 14.02% | 13.71% | 15.40% |
| Category Rank | 5/28 | 19/29 | 5/29 | 1/29 | 6/29 | 3/29 | 2/29 | 8/29 | 10/28 |
| Best in Category | 0.20% | 1.85% | 5.29% | 7.86% | 13.80% | 12.14% | 18.31% | 18.68% | 23.66% |
| Worst in Category | -0.32% | -0.81% | 1.63% | 0.45% | -2.21% | -1.64% | 10.31% | 10.61% | 11.28% |