| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 10-Nov-25 | 10110.40 | 1.10% | - | 1.14% | 20/31 |
| 1 Month | 17-Oct-25 | 10284.20 | 2.84% | - | 1.64% | 6/31 |
| 3 Month | 14-Aug-25 | 10577.00 | 5.77% | - | 4.52% | 8/31 |
| 6 Month | 16-May-25 | 10954.00 | 9.54% | - | 7.10% | 5/30 |
| YTD | 01-Jan-25 | 10287.20 | 2.87% | - | -0.26% | 5/29 |
| 1 Year | 14-Nov-24 | 10926.20 | 9.26% | 9.18% | 4.86% | 5/29 |
| 2 Year | 17-Nov-23 | 16684.50 | 66.85% | 29.12% | 16.40% | 1/26 |
| 3 Year | 17-Nov-22 | 23826.90 | 138.27% | 33.53% | 21.77% | 1/23 |
| 5 Year | 17-Nov-20 | 39495.90 | 294.96% | 31.60% | 28.15% | 3/21 |
| Since Inception | 26-Feb-20 | 52648.00 | 426.48% | 33.64% | 19.79% | 1/31 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 14-Nov-24 | 12000 | 13045.12 | 8.71 % | 16.41 % |
| 2 Year | 17-Nov-23 | 24000 | 28658.53 | 19.41 % | 18.03 % |
| 3 Year | 17-Nov-22 | 36000 | 54670.55 | 51.86 % | 29.05 % |
| 5 Year | 17-Nov-20 | 60000 | 118590.43 | 97.65 % | 27.6 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.80% | 2.02% | 4.10% | 8.67% | 2.77% | 9.30% | 28.56% | 33.29% | 31.15% |
| Nifty 50 | -0.40% | 0.78% | 4.15% | 3.56% | 9.58% | 10.47% | 14.55% | 12.26% | 14.89% |
| Benchmark: BSE 250 Smallcap TRI | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
| Category Average | -0.68% | 0.95% | 2.39% | 6.36% | -0.95% | 4.80% | 16.00% | 21.64% | 27.79% |
| Category Rank | 22/31 | 6/31 | 7/31 | 5/30 | 6/29 | 5/29 | 1/26 | 1/23 | 3/21 |
| Best in Category | 0.28% | 3.97% | 8.68% | 15.12% | 6.72% | 16.55% | 28.56% | 33.29% | 34.35% |
| Worst in Category | -1.23% | -1.83% | -3.55% | 0.87% | -9.98% | -5.42% | 11.94% | 15.17% | 22.85% |