| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 10-Nov-25 | 10079.40 | 0.79% | - | 1.30% | 27/33 |
| 1 Month | 17-Oct-25 | 9960.30 | -0.40% | - | 1.39% | 31/33 |
| 3 Month | 14-Aug-25 | 10215.40 | 2.15% | - | 5.26% | 32/33 |
| 6 Month | 16-May-25 | 10317.10 | 3.17% | - | 6.64% | 29/31 |
| YTD | 01-Jan-25 | 10249.40 | 2.49% | - | 6.16% | 25/31 |
| 1 Year | 14-Nov-24 | 10814.20 | 8.14% | 8.07% | 10.08% | 25/31 |
| 2 Year | 17-Nov-23 | 14317.30 | 43.17% | 19.63% | 20.13% | 14/26 |
| 3 Year | 17-Nov-22 | 16277.30 | 62.77% | 17.62% | 20.08% | 22/26 |
| 5 Year | 17-Nov-20 | 24704.40 | 147.04% | 19.82% | 22.12% | 23/26 |
| 10 Year | 17-Nov-15 | 48079.00 | 380.79% | 16.99% | 16.30% | 8/19 |
| Since Inception | 02-Jan-13 | 107120.30 | 971.20% | 20.21% | 15.91% | 5/30 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 14-Nov-24 | 12000 | 12618.73 | 5.16 % | 9.62 % |
| 2 Year | 17-Nov-23 | 24000 | 26916.41 | 12.15 % | 11.42 % |
| 3 Year | 17-Nov-22 | 36000 | 45954.75 | 27.65 % | 16.48 % |
| 5 Year | 17-Nov-20 | 60000 | 90608.76 | 51.01 % | 16.48 % |
| 10 Year | 17-Nov-15 | 120000 | 301526.78 | 151.27 % | 17.53 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.51% | -0.40% | 2.15% | 3.17% | 2.99% | 8.07% | 19.63% | 17.62% | 19.82% |
| Nifty 50 | 0.52% | 1.18% | 5.61% | 3.97% | 10.02% | 10.45% | 14.80% | 12.34% | 15.10% |
| Benchmark: Nifty LargeMidcap 250 TRI | 0.62% | 2.28% | 6.45% | 6.36% | 8.58% | 11.59% | 19.15% | 19.45% | 21.91% |
| Category Average | 0.63% | 1.39% | 5.26% | 6.64% | 6.16% | 10.08% | 20.13% | 20.08% | 22.12% |
| Category Rank | 20/30 | 31/33 | 32/33 | 29/31 | 25/31 | 25/31 | 14/26 | 22/26 | 23/26 |
| Best in Category | 1.35% | 3.31% | 8.43% | 12.61% | 15.74% | 16.60% | 28.38% | 29.27% | 28.04% |
| Worst in Category | 0.33% | -0.91% | -1.77% | 2.04% | -0.03% | 3.32% | 14.76% | 14.85% | 16.18% |