| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 24-Nov-25 | 10088.80 | 0.89% | - | 0.88% | 27/56 |
| 1 Month | 31-Oct-25 | 10195.30 | 1.95% | - | 0.41% | 4/56 |
| 3 Month | 01-Sep-25 | 10592.30 | 5.92% | - | 3.94% | 11/56 |
| 6 Month | 30-May-25 | 10447.70 | 4.48% | - | 4.56% | 29/56 |
| YTD | 01-Jan-25 | 10639.60 | 6.40% | - | 3.94% | 16/55 |
| 1 Year | 29-Nov-24 | 10535.80 | 5.36% | 5.33% | 3.16% | 18/55 |
| 2 Year | 01-Dec-23 | 14153.10 | 41.53% | 18.94% | 14.88% | 8/54 |
| 3 Year | 01-Dec-22 | 16704.70 | 67.05% | 18.63% | 16.43% | 14/52 |
| 5 Year | 01-Dec-20 | 25718.60 | 157.19% | 20.78% | 19.57% | 16/51 |
| 10 Year | 01-Dec-15 | 44506.10 | 345.06% | 16.09% | 14.07% | 4/28 |
| Since Inception | 18-Jan-07 | 144222.00 | 1342.22% | 15.18% | 14.88% | 27/56 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 29-Nov-24 | 12000 | 12850.34 | 7.09 % | 13.36 % |
| 2 Year | 01-Dec-23 | 24000 | 26941.68 | 12.26 % | 11.54 % |
| 3 Year | 01-Dec-22 | 36000 | 46747.9 | 29.86 % | 17.7 % |
| 5 Year | 01-Dec-20 | 60000 | 93536.16 | 55.89 % | 17.79 % |
| 10 Year | 01-Dec-15 | 120000 | 298627.26 | 148.86 % | 17.35 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.26% | 1.95% | 5.92% | 4.48% | 6.80% | 5.33% | 18.94% | 18.63% | 20.78% |
| Nifty 50 | -0.10% | 1.76% | 6.30% | 5.76% | 10.70% | 8.43% | 13.62% | 11.63% | 14.82% |
| Benchmark: Nifty 500 TRI | -0.04% | 0.95% | 5.48% | 5.59% | 7.99% | 6.48% | 16.01% | 15.41% | 18.36% |
| Category Average | 0.03% | 0.41% | 3.94% | 4.56% | 3.94% | 3.16% | 14.88% | 16.43% | 19.57% |
| Category Rank | 50/55 | 4/56 | 11/56 | 29/56 | 16/55 | 18/55 | 8/54 | 14/52 | 16/51 |
| Best in Category | 0.62% | 2.59% | 7.50% | 9.47% | 11.46% | 11.09% | 29.17% | 22.59% | 28.55% |
| Worst in Category | -0.30% | -2.70% | -2.00% | -2.86% | -11.46% | -11.34% | 7.88% | 9.88% | 11.94% |