| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 24-Nov-25 | 10119.70 | 1.20% | - | 0.81% | 15/33 |
| 1 Month | 31-Oct-25 | 10115.60 | 1.16% | - | 0.41% | 11/33 |
| 3 Month | 01-Sep-25 | 10549.90 | 5.50% | - | 5.57% | 12/33 |
| 6 Month | 30-May-25 | 10547.20 | 5.47% | - | 6.46% | 20/31 |
| YTD | 01-Jan-25 | 10148.40 | 1.48% | - | 6.06% | 27/31 |
| 1 Year | 29-Nov-24 | 10220.70 | 2.21% | 2.19% | 6.69% | 26/31 |
| 2 Year | 01-Dec-23 | 14060.80 | 40.61% | 18.55% | 19.60% | 12/26 |
| 3 Year | 01-Dec-22 | 16844.90 | 68.45% | 18.97% | 19.39% | 13/26 |
| 5 Year | 01-Dec-20 | 26456.70 | 164.57% | 21.47% | 21.49% | 12/26 |
| Since Inception | 04-Sep-20 | 29975.40 | 199.75% | 23.29% | 15.71% | 2/30 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 29-Nov-24 | 12000 | 12826.12 | 6.88 % | 12.97 % |
| 2 Year | 01-Dec-23 | 24000 | 26561.42 | 10.67 % | 10.07 % |
| 3 Year | 01-Dec-22 | 36000 | 46331.11 | 28.7 % | 17.07 % |
| 5 Year | 01-Dec-20 | 60000 | 94475.17 | 57.46 % | 18.19 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.06% | 1.16% | 5.50% | 5.47% | 1.75% | 2.19% | 18.55% | 18.97% | 21.47% |
| Nifty 50 | -0.10% | 1.76% | 6.30% | 5.76% | 10.70% | 8.43% | 13.62% | 11.63% | 14.82% |
| Benchmark: BSE 250 Large MidCap TRI | 0.00% | 1.36% | 5.95% | 6.20% | 9.30% | 7.55% | 16.20% | 14.82% | 17.97% |
| Category Average | -0.04% | 0.80% | 4.62% | 6.13% | 6.00% | 5.97% | 18.21% | 18.90% | 21.24% |
| Category Rank | 10/29 | 11/33 | 12/33 | 20/31 | 27/31 | 26/31 | 12/26 | 13/26 | 12/26 |
| Best in Category | 0.42% | 2.26% | 7.09% | 11.09% | 15.10% | 12.54% | 26.04% | 26.70% | 26.63% |
| Worst in Category | -0.50% | -1.89% | 0.55% | 1.25% | -1.38% | -1.11% | 13.32% | 13.64% | 15.13% |