| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 04-Nov-25 | 10079.60 | 0.80% | - | 0.22% | 12/54 |
| 1 Month | 10-Oct-25 | 10350.30 | 3.50% | - | 1.50% | 3/54 |
| 3 Month | 12-Aug-25 | 10624.90 | 6.25% | - | 4.70% | 13/54 |
| 6 Month | 12-May-25 | 10873.30 | 8.73% | - | 7.30% | 16/54 |
| YTD | 01-Jan-25 | 10484.90 | 4.85% | - | 4.44% | 26/53 |
| 1 Year | 12-Nov-24 | 10771.20 | 7.71% | 7.71% | 5.66% | 14/53 |
| 2 Year | 10-Nov-23 | 15021.20 | 50.21% | 22.46% | 18.34% | 11/53 |
| 3 Year | 11-Nov-22 | 17316.50 | 73.17% | 20.04% | 18.09% | 12/50 |
| 5 Year | 12-Nov-20 | 23669.30 | 136.69% | 18.79% | 21.85% | 39/49 |
| 10 Year | 10-Nov-15 | 39296.90 | 292.97% | 14.64% | 15.51% | 18/27 |
| Since Inception | 02-Jan-13 | 65818.70 | 558.19% | 15.77% | 16.30% | 31/54 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 12-Nov-24 | 12000 | 13024.98 | 8.54 % | 16.13 % |
| 2 Year | 10-Nov-23 | 24000 | 27638.26 | 15.16 % | 14.17 % |
| 3 Year | 11-Nov-22 | 36000 | 47765.83 | 32.68 % | 19.21 % |
| 5 Year | 12-Nov-20 | 60000 | 93283.66 | 55.47 % | 17.67 % |
| 10 Year | 10-Nov-15 | 120000 | 282113.44 | 135.09 % | 16.29 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.57% | 3.50% | 6.25% | 8.73% | 5.25% | 7.71% | 22.46% | 20.04% | 18.79% |
| Nifty 50 | 0.70% | 2.34% | 5.67% | 3.82% | 9.44% | 8.34% | 15.10% | 12.12% | 15.30% |
| Benchmark: Nifty 500 TRI | 0.65% | 2.25% | 5.83% | 6.70% | 7.59% | 7.84% | 18.30% | 16.12% | 19.38% |
| Category Average | 0.51% | 1.50% | 4.70% | 7.30% | 4.44% | 5.66% | 18.34% | 18.09% | 21.85% |
| Category Rank | 20/54 | 3/54 | 13/54 | 16/54 | 26/53 | 14/53 | 11/53 | 12/50 | 39/49 |
| Best in Category | 1.16% | 4.18% | 7.86% | 13.59% | 11.39% | 13.72% | 31.54% | 26.03% | 31.39% |
| Worst in Category | 0.10% | -1.11% | -0.81% | 0.52% | -10.06% | -8.10% | 3.99% | 12.29% | 14.25% |