Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
---|---|---|---|---|---|---|
1 Week | 13-Oct-25 | 10121.70 | 1.22% | - | 1.27% | 18/29 |
1 Month | 19-Sep-25 | 10084.90 | 0.85% | - | 0.81% | 16/29 |
3 Month | 18-Jul-25 | 10240.40 | 2.40% | - | 2.28% | 12/29 |
6 Month | 17-Apr-25 | 10874.10 | 8.74% | - | 8.75% | 14/29 |
YTD | 01-Jan-25 | 10726.10 | 7.26% | - | 6.45% | 7/29 |
1 Year | 18-Oct-24 | 10491.30 | 4.91% | 4.89% | 4.19% | 11/29 |
2 Year | 20-Oct-23 | 13801.80 | 38.02% | 17.46% | 17.52% | 13/29 |
3 Year | 20-Oct-22 | 15491.90 | 54.92% | 15.69% | 16.62% | 17/29 |
5 Year | 20-Oct-20 | 21845.30 | 118.45% | 16.91% | 18.78% | 21/28 |
10 Year | 20-Oct-15 | 35929.20 | 259.29% | 13.63% | 12.99% | 8/20 |
Since Inception | 02-Jan-13 | 58041.10 | 480.41% | 14.72% | 14.29% | 9/28 |
Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
---|---|---|---|---|---|
1 Year | 18-Oct-24 | 12000 | 12771.82 | 6.43 % | 12.1 % |
2 Year | 20-Oct-23 | 24000 | 27189.93 | 13.29 % | 12.49 % |
3 Year | 20-Oct-22 | 36000 | 44998.34 | 25 % | 15.02 % |
5 Year | 20-Oct-20 | 60000 | 86376.07 | 43.96 % | 14.54 % |
10 Year | 20-Oct-15 | 120000 | 260707.85 | 117.26 % | 14.83 % |
Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
---|---|---|---|---|---|---|---|---|---|
This Fund | 0.33% | 0.85% | 2.40% | 8.74% | 7.50% | 4.89% | 17.46% | 15.69% | 16.91% |
Nifty 50 | 0.52% | 2.04% | 3.50% | 8.35% | 9.30% | 3.96% | 14.97% | 13.73% | 16.77% |
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index | 0.35% | 1.20% | 2.20% | 7.00% | 7.56% | 4.71% | 15.05% | 13.73% | 15.16% |
Category Average | 0.33% | 0.81% | 2.28% | 8.75% | 6.45% | 4.19% | 17.52% | 16.62% | 18.78% |
Category Rank | 15/28 | 16/29 | 12/29 | 14/29 | 7/29 | 11/29 | 13/29 | 17/29 | 21/28 |
Best in Category | 0.78% | 2.39% | 5.28% | 16.16% | 13.57% | 11.26% | 21.11% | 22.76% | 27.40% |
Worst in Category | -0.09% | -1.12% | -1.28% | 5.29% | -1.26% | -1.70% | 13.71% | 12.68% | 14.52% |