| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 26-Nov-25 | 9916.80 | -0.83% | - | -1.09% | 8/33 |
| 1 Month | 03-Nov-25 | 10022.10 | 0.22% | - | -0.84% | 5/33 |
| 3 Month | 03-Sep-25 | 10511.50 | 5.12% | - | 2.77% | 1/33 |
| 6 Month | 03-Jun-25 | 10558.10 | 5.58% | - | 4.75% | 13/31 |
| YTD | 01-Jan-25 | 10461.80 | 4.62% | - | 3.93% | 13/31 |
| 1 Year | 03-Dec-24 | 10089.10 | 0.89% | 0.89% | 2.29% | 21/31 |
| 2 Year | 01-Dec-23 | 13106.70 | 31.07% | 14.42% | 16.35% | 20/26 |
| 3 Year | 02-Dec-22 | 15437.80 | 54.38% | 15.54% | 17.20% | 18/26 |
| 5 Year | 03-Dec-20 | 22711.80 | 127.12% | 17.82% | 19.51% | 20/26 |
| 10 Year | 03-Dec-15 | 34003.80 | 240.04% | 13.01% | 14.92% | 17/19 |
| Since Inception | 21-Oct-08 | 90620.00 | 806.20% | 13.73% | 14.08% | 16/30 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 03-Dec-24 | 12000 | 12855.4 | 7.13 % | 13.42 % |
| 2 Year | 01-Dec-23 | 24000 | 26055.66 | 8.57 % | 8.1 % |
| 3 Year | 02-Dec-22 | 36000 | 44316.33 | 23.1 % | 13.95 % |
| 5 Year | 03-Dec-20 | 60000 | 87296.62 | 45.49 % | 14.97 % |
| 10 Year | 03-Dec-15 | 120000 | 257502.54 | 114.59 % | 14.6 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.11% | 1.02% | 5.45% | 4.85% | 5.37% | 0.18% | 13.50% | 15.57% | 17.69% |
| Nifty 50 | 0.18% | 1.70% | 5.25% | 5.74% | 10.10% | 6.40% | 12.16% | 11.63% | 14.44% |
| Benchmark: BSE 250 Large MidCap TRI | 0.00% | 1.57% | 5.47% | 6.33% | 9.30% | 5.78% | 15.18% | 14.96% | 17.67% |
| Category Average | -0.06% | -0.44% | 2.93% | 4.04% | 3.83% | 1.59% | 15.51% | 17.14% | 19.28% |
| Category Rank | 5/30 | 4/33 | 2/33 | 13/31 | 12/31 | 22/31 | 20/26 | 17/26 | 20/26 |
| Best in Category | 0.36% | 1.51% | 5.62% | 8.11% | 13.66% | 9.51% | 23.11% | 24.09% | 24.04% |
| Worst in Category | -0.93% | -3.83% | -1.40% | -0.89% | -4.05% | -4.99% | 10.24% | 11.52% | 13.81% |