| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 07-Nov-25 | 10063.10 | 0.63% | - | 1.03% | 27/33 |
| 1 Month | 14-Oct-25 | 10068.60 | 0.69% | - | 2.16% | 28/33 |
| 3 Month | 14-Aug-25 | 10137.30 | 1.37% | - | 4.35% | 32/33 |
| 6 Month | 14-May-25 | 10400.10 | 4.00% | - | 7.03% | 29/31 |
| YTD | 01-Jan-25 | 10106.00 | 1.06% | - | 4.51% | 25/31 |
| 1 Year | 14-Nov-24 | 10648.80 | 6.49% | 6.49% | 8.27% | 24/31 |
| 2 Year | 13-Nov-23 | 14112.10 | 41.12% | 18.74% | 19.36% | 17/26 |
| 3 Year | 14-Nov-22 | 15652.80 | 56.53% | 16.09% | 18.39% | 22/26 |
| 5 Year | 13-Nov-20 | 23548.40 | 135.48% | 18.66% | 20.90% | 20/26 |
| 10 Year | 13-Nov-15 | 43065.50 | 330.66% | 15.70% | 15.13% | 8/19 |
| Since Inception | 11-Mar-05 | 258350.00 | 2483.50% | 17.02% | 14.43% | 12/30 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 14-Nov-24 | 12000 | 12575.24 | 4.79 % | 8.97 % |
| 2 Year | 13-Nov-23 | 24000 | 26620.9 | 10.92 % | 10.28 % |
| 3 Year | 14-Nov-22 | 36000 | 45061.98 | 25.17 % | 15.11 % |
| 5 Year | 13-Nov-20 | 60000 | 87598.45 | 46 % | 15.11 % |
| 10 Year | 13-Nov-15 | 120000 | 279507.24 | 132.92 % | 16.12 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.09% | 0.69% | 1.37% | 4.00% | 1.55% | 6.49% | 18.74% | 16.09% | 18.66% |
| Nifty 50 | 0.12% | 3.04% | 5.19% | 5.04% | 9.58% | 10.10% | 15.39% | 12.22% | 15.17% |
| Benchmark: Nifty LargeMidcap 250 TRI | 0.07% | 3.27% | 5.87% | 7.46% | 7.98% | 11.08% | 19.83% | 18.99% | 22.02% |
| Category Average | 0.07% | 2.16% | 4.35% | 7.03% | 4.51% | 8.27% | 19.36% | 18.39% | 20.90% |
| Category Rank | 22/29 | 28/33 | 32/33 | 29/31 | 25/31 | 24/31 | 17/26 | 22/26 | 20/26 |
| Best in Category | 0.79% | 3.91% | 7.72% | 12.63% | 14.37% | 14.13% | 26.81% | 27.14% | 26.25% |
| Worst in Category | -0.29% | -0.26% | -3.02% | 2.39% | -2.28% | 1.73% | 13.44% | 12.86% | 15.39% |