| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 12-Nov-25 | 10036.00 | 0.36% | - | 0.42% | 38/57 |
| 1 Month | 17-Oct-25 | 10106.00 | 1.06% | - | 0.94% | 24/57 |
| 3 Month | 19-Aug-25 | 10299.20 | 2.99% | - | 2.69% | 28/57 |
| 6 Month | 19-May-25 | 10462.20 | 4.62% | - | 4.91% | 31/57 |
| YTD | 01-Jan-25 | 10561.60 | 5.62% | - | 4.13% | 19/56 |
| 1 Year | 19-Nov-24 | 10748.50 | 7.49% | 7.48% | 6.71% | 27/56 |
| 2 Year | 17-Nov-23 | 13601.50 | 36.02% | 16.55% | 16.33% | 25/56 |
| 3 Year | 18-Nov-22 | 15233.00 | 52.33% | 15.03% | 17.48% | 43/53 |
| 5 Year | 19-Nov-20 | 23086.40 | 130.86% | 18.20% | 20.48% | 37/52 |
| 10 Year | 19-Nov-15 | 40313.90 | 303.14% | 14.95% | 14.30% | 9/29 |
| Since Inception | 02-Feb-09 | 173790.80 | 1637.91% | 18.52% | 14.91% | 7/57 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 19-Nov-24 | 12000 | 12766.77 | 6.39 % | 12 % |
| 2 Year | 17-Nov-23 | 24000 | 26667.8 | 11.12 % | 10.46 % |
| 3 Year | 18-Nov-22 | 36000 | 44614.33 | 23.93 % | 14.41 % |
| 5 Year | 19-Nov-20 | 60000 | 86386.12 | 43.98 % | 14.54 % |
| 10 Year | 19-Nov-15 | 120000 | 280966.88 | 134.14 % | 16.22 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.22% | 1.07% | 2.91% | 6.08% | 6.33% | 7.70% | 16.82% | 15.10% | 18.08% |
| Nifty 50 | 0.54% | 1.35% | 4.56% | 6.11% | 10.77% | 11.34% | 15.30% | 12.64% | 15.28% |
| Benchmark: BSE 500 TRI | 0.00% | 0.84% | 3.75% | 6.48% | 7.74% | 9.43% | 17.46% | 16.15% | 18.93% |
| Category Average | 0.20% | 0.68% | 2.62% | 6.24% | 4.34% | 6.91% | 16.51% | 17.54% | 20.32% |
| Category Rank | 27/56 | 21/56 | 27/57 | 30/57 | 18/56 | 27/56 | 23/56 | 43/53 | 37/52 |
| Best in Category | 0.66% | 3.49% | 5.75% | 10.63% | 12.39% | 14.99% | 31.32% | 24.60% | 30.09% |
| Worst in Category | -0.14% | -1.66% | -3.60% | -0.23% | -10.98% | -7.40% | 1.66% | 11.08% | 12.42% |