| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 07-Nov-25 | 10112.60 | 1.13% | - | 1.06% | 17/33 |
| 1 Month | 14-Oct-25 | 10278.40 | 2.78% | - | 1.73% | 13/33 |
| 3 Month | 14-Aug-25 | 10480.60 | 4.81% | - | 4.28% | 16/33 |
| 6 Month | 14-May-25 | 10577.90 | 5.78% | - | 7.88% | 22/31 |
| YTD | 01-Jan-25 | 9955.20 | -0.45% | - | 4.46% | 29/31 |
| 1 Year | 14-Nov-24 | 10402.40 | 4.02% | 4.02% | 8.57% | 29/31 |
| 2 Year | 13-Nov-23 | 14316.00 | 43.16% | 19.59% | 19.37% | 11/26 |
| 3 Year | 14-Nov-22 | 16430.30 | 64.30% | 17.98% | 18.31% | 12/26 |
| 5 Year | 13-Nov-20 | 25635.70 | 156.36% | 20.69% | 20.91% | 13/26 |
| Since Inception | 04-Sep-20 | 27558.40 | 175.58% | 21.54% | 14.40% | 2/30 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 14-Nov-24 | 12000 | 12667.67 | 5.56 % | 10.44 % |
| 2 Year | 13-Nov-23 | 24000 | 26370.53 | 9.88 % | 9.32 % |
| 3 Year | 14-Nov-22 | 36000 | 45387.79 | 26.08 % | 15.61 % |
| 5 Year | 13-Nov-20 | 60000 | 90883.67 | 51.47 % | 16.6 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.29% | 2.78% | 4.81% | 5.78% | -0.19% | 4.02% | 19.59% | 17.98% | 20.69% |
| Nifty 50 | 0.12% | 3.04% | 5.19% | 5.04% | 9.58% | 10.10% | 15.39% | 12.22% | 15.17% |
| Benchmark: BSE 250 Large MidCap TRI | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
| Category Average | 0.07% | 2.16% | 4.35% | 7.03% | 4.51% | 8.27% | 19.36% | 18.39% | 20.90% |
| Category Rank | 29/29 | 13/33 | 16/33 | 22/31 | 29/31 | 29/31 | 11/26 | 12/26 | 13/26 |
| Best in Category | 0.79% | 3.91% | 7.72% | 12.63% | 14.37% | 14.13% | 26.81% | 27.14% | 26.25% |
| Worst in Category | -0.29% | -0.26% | -3.02% | 2.39% | -2.28% | 1.73% | 13.44% | 12.86% | 15.39% |