| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 10-Nov-25 | 10103.10 | 1.03% | - | 0.95% | 12/28 |
| 1 Month | 17-Oct-25 | 10104.80 | 1.05% | - | 0.78% | 12/29 |
| 3 Month | 14-Aug-25 | 10427.40 | 4.27% | - | 4.17% | 15/29 |
| 6 Month | 16-May-25 | 10519.80 | 5.20% | - | 4.92% | 11/29 |
| YTD | 01-Jan-25 | 10803.00 | 8.03% | - | 6.94% | 7/29 |
| 1 Year | 14-Nov-24 | 10929.10 | 9.29% | 9.21% | 9.28% | 13/29 |
| 2 Year | 17-Nov-23 | 13544.60 | 35.45% | 16.36% | 16.55% | 17/29 |
| 3 Year | 17-Nov-22 | 15223.60 | 52.24% | 15.02% | 15.85% | 18/29 |
| 5 Year | 17-Nov-20 | 20770.00 | 107.70% | 15.73% | 17.32% | 21/28 |
| 10 Year | 17-Nov-15 | 37085.00 | 270.85% | 13.99% | 13.38% | 9/20 |
| Since Inception | 02-Jan-13 | 58457.30 | 484.57% | 14.69% | 14.23% | 8/28 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 14-Nov-24 | 12000 | 12836.86 | 6.97 % | 13.08 % |
| 2 Year | 17-Nov-23 | 24000 | 27008.67 | 12.54 % | 11.78 % |
| 3 Year | 17-Nov-22 | 36000 | 44744.13 | 24.29 % | 14.61 % |
| 5 Year | 17-Nov-20 | 60000 | 85560.56 | 42.6 % | 14.15 % |
| 10 Year | 17-Nov-15 | 120000 | 259892.95 | 116.58 % | 14.76 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.38% | 0.66% | 3.03% | 4.79% | 7.85% | 9.28% | 16.11% | 14.93% | 15.52% |
| Nifty 50 | -0.40% | 0.78% | 4.15% | 3.56% | 9.58% | 10.47% | 14.55% | 12.26% | 14.89% |
| Benchmark: CRISIL Hybrid 35+65 - Aggressive Index | -0.30% | 0.84% | 3.44% | 3.58% | 8.07% | 9.44% | 14.32% | 12.91% | 13.89% |
| Category Average | -0.38% | 0.41% | 2.98% | 4.54% | 6.55% | 9.17% | 16.31% | 15.79% | 17.14% |
| Category Rank | 15/28 | 12/29 | 15/29 | 11/29 | 7/29 | 13/29 | 17/29 | 18/29 | 21/28 |
| Best in Category | -0.13% | 1.83% | 4.59% | 7.87% | 13.50% | 16.24% | 20.02% | 21.05% | 25.08% |
| Worst in Category | -0.61% | -1.03% | 0.95% | 1.66% | -0.78% | 2.79% | 13.23% | 12.37% | 12.96% |