| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 28-Nov-25 | 9941.60 | -0.58% | - | -0.49% | 19/28 |
| 1 Month | 04-Nov-25 | 10018.10 | 0.18% | - | 0.32% | 18/28 |
| 3 Month | 05-Sep-25 | 10302.70 | 3.03% | - | 3.77% | 23/28 |
| 6 Month | 05-Jun-25 | 10629.50 | 6.30% | - | 4.56% | 6/28 |
| YTD | 01-Jan-25 | 10790.20 | 7.90% | - | 6.01% | 10/28 |
| 1 Year | 05-Dec-24 | 10488.40 | 4.88% | 4.88% | 2.39% | 8/28 |
| 2 Year | 05-Dec-23 | 14062.30 | 40.62% | 18.56% | 15.24% | 5/27 |
| 3 Year | 05-Dec-22 | 16594.10 | 65.94% | 18.37% | 16.40% | 8/26 |
| Since Inception | 17-May-21 | 22120.00 | 121.20% | 19.03% | 16.65% | 5/26 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 05-Dec-24 | 12000 | 12948.4 | 7.9 % | 14.94 % |
| 2 Year | 05-Dec-23 | 24000 | 27643.99 | 15.18 % | 14.21 % |
| 3 Year | 05-Dec-22 | 36000 | 47229.22 | 31.19 % | 18.42 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -1.36% | -0.27% | 1.49% | 3.71% | 6.91% | 3.49% | 17.53% | 17.84% | 0.00% |
| Nifty 50 | -0.86% | 1.84% | 4.79% | 3.83% | 9.79% | 5.17% | 11.25% | 11.72% | 14.14% |
| Benchmark: BSE 500 TRI | 0.00% | 1.38% | 4.29% | 3.63% | 7.48% | 3.13% | 13.75% | 15.24% | 17.71% |
| Category Average | -1.32% | -0.19% | 2.33% | 2.21% | 4.70% | 0.93% | 14.37% | 16.08% | 17.83% |
| Category Rank | 14/27 | 15/28 | 22/28 | 8/28 | 10/28 | 8/28 | 6/27 | 9/26 | 0/0 |
| Best in Category | -0.77% | 3.64% | 7.38% | 9.41% | 16.57% | 14.57% | 23.09% | 23.15% | 26.79% |
| Worst in Category | -1.88% | -3.58% | -4.83% | -5.01% | -5.66% | -8.19% | 5.65% | 8.85% | 10.24% |