| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 24-Nov-25 | 10128.50 | 1.29% | - | 0.89% | 12/31 |
| 1 Month | 31-Oct-25 | 10193.80 | 1.94% | - | 0.42% | 3/31 |
| 3 Month | 01-Sep-25 | 10596.20 | 5.96% | - | 5.05% | 7/31 |
| 6 Month | 30-May-25 | 10744.20 | 7.44% | - | 7.06% | 11/30 |
| YTD | 01-Jan-25 | 10421.00 | 4.21% | - | 4.00% | 13/29 |
| 1 Year | 29-Nov-24 | 10611.20 | 6.11% | 6.08% | 5.74% | 12/29 |
| 2 Year | 01-Dec-23 | 14220.70 | 42.21% | 19.22% | 20.73% | 17/29 |
| 3 Year | 01-Dec-22 | 17994.10 | 79.94% | 21.61% | 22.73% | 17/28 |
| 5 Year | 01-Dec-20 | 29644.30 | 196.44% | 24.26% | 24.27% | 13/24 |
| 10 Year | 01-Dec-15 | 48268.30 | 382.68% | 17.03% | 17.45% | 11/20 |
| Since Inception | 02-Jan-13 | 101221.40 | 912.21% | 19.62% | 20.38% | 17/31 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 29-Nov-24 | 12000 | 13072.91 | 8.94 % | 16.94 % |
| 2 Year | 01-Dec-23 | 24000 | 27207.22 | 13.36 % | 12.56 % |
| 3 Year | 01-Dec-22 | 36000 | 47882.7 | 33.01 % | 19.41 % |
| 5 Year | 01-Dec-20 | 60000 | 98989.89 | 64.98 % | 20.11 % |
| 10 Year | 01-Dec-15 | 120000 | 334375.67 | 178.65 % | 19.45 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.21% | 1.94% | 5.96% | 7.44% | 4.45% | 6.08% | 19.22% | 21.61% | 24.26% |
| Nifty 50 | -0.10% | 1.76% | 6.30% | 5.76% | 10.70% | 8.43% | 13.62% | 11.63% | 14.82% |
| Benchmark: Nifty Midcap 150 TRI | -0.10% | 1.56% | 6.11% | 6.32% | 6.44% | 7.59% | 18.50% | 23.15% | 25.25% |
| Category Average | -0.03% | 0.61% | 3.82% | 6.73% | 3.97% | 5.08% | 19.22% | 22.28% | 24.08% |
| Category Rank | 3/31 | 3/31 | 7/31 | 11/30 | 13/29 | 12/29 | 17/29 | 17/28 | 13/24 |
| Best in Category | 0.31% | 2.23% | 7.05% | 15.15% | 10.81% | 13.16% | 28.70% | 28.25% | 31.08% |
| Worst in Category | -0.43% | -1.14% | -0.84% | -1.30% | -7.30% | -3.67% | 9.98% | 14.04% | 17.88% |