| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 24-Sep-25 | 9871.70 | -1.28% | - | -1.29% | 19/33 |
| 1 Month | 01-Sep-25 | 9983.20 | -0.17% | - | 0.43% | 24/33 |
| 3 Month | 01-Jul-25 | 9591.50 | -4.09% | - | -2.49% | 27/32 |
| 6 Month | 01-Apr-25 | 10716.70 | 7.17% | - | 10.14% | 28/31 |
| YTD | 01-Jan-25 | 9522.20 | -4.78% | - | 0.91% | 30/31 |
| 1 Year | 01-Oct-24 | 9179.50 | -8.21% | -8.21% | -4.43% | 29/30 |
| 2 Year | 29-Sep-23 | 13789.20 | 37.89% | 17.35% | 17.77% | 14/26 |
| 3 Year | 30-Sep-22 | 16634.90 | 66.35% | 18.45% | 18.42% | 11/26 |
| 5 Year | 01-Oct-20 | 25995.80 | 159.96% | 21.04% | 22.00% | 17/26 |
| Since Inception | 04-Sep-20 | 26359.70 | 163.60% | 21.04% | 13.82% | 2/31 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 01-Oct-24 | 12000 | 12025.15 | 0.21 % | 0.39 % |
| 2 Year | 29-Sep-23 | 24000 | 25730.62 | 7.21 % | 6.84 % |
| 3 Year | 30-Sep-22 | 36000 | 44315.53 | 23.1 % | 13.96 % |
| 5 Year | 01-Oct-20 | 60000 | 89488.52 | 49.15 % | 15.98 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.93% | -0.17% | -4.09% | 7.17% | -4.53% | -8.21% | 17.35% | 18.45% | 21.04% |
| Nifty 50 | 0.92% | 0.86% | -2.76% | 7.21% | 5.04% | -3.72% | 12.40% | 13.23% | 16.81% |
| Benchmark: BSE 250 Large MidCap TRI | 0.00% | 0.16% | -3.01% | 8.24% | 3.34% | -5.09% | 15.40% | 15.67% | 19.85% |
| Category Average | 0.76% | 0.43% | -2.49% | 10.14% | 0.91% | -4.43% | 17.77% | 18.42% | 22.00% |
| Category Rank | 3/31 | 24/33 | 27/32 | 28/31 | 30/31 | 29/30 | 14/26 | 11/26 | 17/26 |
| Best in Category | 1.11% | 3.10% | 1.13% | 19.58% | 9.83% | 1.95% | 28.00% | 28.04% | 28.36% |
| Worst in Category | -0.11% | -1.33% | -8.68% | 3.58% | -4.63% | -14.38% | 10.62% | 12.69% | 16.81% |