| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 27-Nov-25 | 9995.50 | -0.04% | - | -0.22% | 6/26 |
| 1 Month | 04-Nov-25 | 10073.00 | 0.73% | - | 0.45% | 7/26 |
| 3 Month | 04-Sep-25 | 10214.70 | 2.15% | - | 2.12% | 13/26 |
| 6 Month | 04-Jun-25 | 10257.60 | 2.58% | - | 3.65% | 22/24 |
| YTD | 01-Jan-25 | 10577.90 | 5.78% | - | 6.15% | 15/23 |
| 1 Year | 04-Dec-24 | 10523.80 | 5.24% | 5.24% | 5.67% | 17/23 |
| 2 Year | 04-Dec-23 | 12037.90 | 20.38% | 9.70% | 9.37% | 9/23 |
| 3 Year | 02-Dec-22 | 13266.90 | 32.67% | 9.85% | 9.65% | 10/23 |
| 5 Year | 04-Dec-20 | 16041.30 | 60.41% | 9.91% | 9.52% | 11/23 |
| Since Inception | 28-Mar-16 | 22222.00 | 122.22% | 8.59% | 7.84% | 12/26 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 04-Dec-24 | 12000 | 12419.9 | 3.5 % | 6.53 % |
| 2 Year | 04-Dec-23 | 24000 | 25962.04 | 8.18 % | 7.74 % |
| 3 Year | 02-Dec-22 | 36000 | 41465.27 | 15.18 % | 9.38 % |
| 5 Year | 04-Dec-20 | 60000 | 75640.79 | 26.07 % | 9.19 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.13% | 0.73% | 2.15% | 2.58% | 5.94% | 5.24% | 9.70% | 9.85% | 9.91% |
| Nifty 50 | 0.18% | 1.70% | 5.25% | 5.74% | 10.10% | 6.40% | 12.16% | 11.63% | 14.44% |
| Benchmark: Nifty Equity Savings Index | 0.00% | 1.12% | 3.17% | 4.57% | 9.03% | 8.09% | 10.18% | 9.82% | 9.80% |
| Category Average | 0.02% | 0.45% | 2.12% | 3.65% | 6.15% | 5.67% | 9.37% | 9.65% | 9.52% |
| Category Rank | 2/24 | 7/26 | 13/26 | 22/24 | 15/23 | 17/23 | 9/23 | 10/23 | 11/23 |
| Best in Category | 0.17% | 1.35% | 3.81% | 7.39% | 9.10% | 8.43% | 12.52% | 13.27% | 12.06% |
| Worst in Category | -0.24% | -0.87% | 0.03% | 0.05% | 0.88% | 1.01% | 7.18% | 7.09% | 7.38% |