| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 20-Nov-25 | 10025.60 | 0.26% | - | 0.12% | 3/18 |
| 1 Month | 27-Oct-25 | 10080.30 | 0.80% | - | 0.51% | 5/18 |
| 3 Month | 26-Aug-25 | 10322.20 | 3.22% | - | 2.70% | 3/18 |
| 6 Month | 27-May-25 | 10320.80 | 3.21% | - | 2.62% | 5/18 |
| YTD | 01-Jan-25 | 10671.80 | 6.72% | - | 6.90% | 9/18 |
| 1 Year | 27-Nov-24 | 10765.70 | 7.66% | 7.66% | 7.15% | 8/18 |
| 2 Year | 24-Nov-23 | 12261.90 | 22.62% | 10.67% | 10.40% | 10/18 |
| 3 Year | 25-Nov-22 | 13393.10 | 33.93% | 10.20% | 9.90% | 9/18 |
| 5 Year | 27-Nov-20 | 15485.50 | 54.85% | 9.14% | 9.62% | 11/17 |
| 10 Year | 27-Nov-15 | 24391.80 | 143.92% | 9.32% | 8.78% | 6/17 |
| Since Inception | 02-Jan-13 | 32751.70 | 227.52% | 9.63% | 9.35% | 9/18 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 27-Nov-24 | 12000 | 12595.7 | 4.96 % | 9.28 % |
| 2 Year | 24-Nov-23 | 24000 | 26254.95 | 9.4 % | 8.87 % |
| 3 Year | 25-Nov-22 | 36000 | 41849.87 | 16.25 % | 10 % |
| 5 Year | 27-Nov-20 | 60000 | 76161.96 | 26.94 % | 9.46 % |
| 10 Year | 27-Nov-15 | 120000 | 192956.86 | 60.8 % | 9.18 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.03% | 0.79% | 3.24% | 3.10% | 6.77% | 7.85% | 10.61% | 10.17% | 9.12% |
| Nifty 50 | -0.05% | 1.03% | 6.95% | 5.86% | 10.82% | 9.57% | 14.76% | 12.16% | 15.09% |
| Benchmark: CRISIL Hybrid 85+15 - Conservative Index | -0.12% | 0.42% | 2.51% | 1.93% | 7.08% | 7.58% | 9.70% | 8.92% | 7.68% |
| Category Average | -0.08% | 0.45% | 2.60% | 2.51% | 6.81% | 7.26% | 10.33% | 9.83% | 9.60% |
| Category Rank | 5/18 | 5/18 | 4/18 | 5/18 | 9/18 | 6/18 | 10/18 | 9/18 | 11/17 |
| Best in Category | 0.05% | 1.26% | 3.59% | 5.08% | 10.14% | 10.61% | 11.63% | 11.52% | 11.44% |
| Worst in Category | -0.25% | -1.00% | 0.55% | 0.68% | 3.23% | 4.88% | 8.09% | 7.63% | 7.18% |