| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 14-Nov-25 | 10009.50 | 0.10% | - | 0.09% | 11/18 |
| 1 Month | 20-Oct-25 | 10056.10 | 0.56% | - | 0.27% | 5/18 |
| 3 Month | 21-Aug-25 | 10180.10 | 1.80% | - | 1.86% | 13/18 |
| 6 Month | 21-May-25 | 10241.60 | 2.42% | - | 2.46% | 8/18 |
| YTD | 01-Jan-25 | 10709.50 | 7.09% | - | 6.57% | 6/18 |
| 1 Year | 21-Nov-24 | 10827.30 | 8.27% | 8.27% | 7.77% | 6/18 |
| 2 Year | 21-Nov-23 | 12326.40 | 23.26% | 11.01% | 10.33% | 6/18 |
| 3 Year | 21-Nov-22 | 13598.30 | 35.98% | 10.78% | 10.00% | 5/18 |
| 5 Year | 20-Nov-20 | 15705.20 | 57.05% | 9.44% | 9.67% | 9/17 |
| 10 Year | 20-Nov-15 | 22270.50 | 122.70% | 8.33% | 8.75% | 11/17 |
| Since Inception | 02-Jan-13 | 29409.00 | 194.09% | 8.73% | 9.33% | 13/18 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 21-Nov-24 | 12000 | 12493.33 | 4.11 % | 7.67 % |
| 2 Year | 21-Nov-23 | 24000 | 26270.01 | 9.46 % | 8.93 % |
| 3 Year | 21-Nov-22 | 36000 | 41975.97 | 16.6 % | 10.21 % |
| 5 Year | 20-Nov-20 | 60000 | 76510.69 | 27.52 % | 9.65 % |
| 10 Year | 20-Nov-15 | 120000 | 189172.33 | 57.64 % | 8.8 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.16% | 0.56% | 1.80% | 2.42% | 7.20% | 8.27% | 11.01% | 10.78% | 9.44% |
| Nifty 50 | -0.47% | 0.77% | 3.92% | 5.06% | 10.25% | 11.64% | 15.01% | 12.79% | 15.16% |
| Benchmark: CRISIL Hybrid 85+15 - Conservative Index | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
| Category Average | -0.18% | 0.27% | 1.86% | 2.46% | 6.57% | 7.77% | 10.33% | 10.00% | 9.67% |
| Category Rank | 10/18 | 5/18 | 13/18 | 8/18 | 6/18 | 6/18 | 6/18 | 5/18 | 9/17 |
| Best in Category | -0.06% | 1.10% | 2.72% | 4.89% | 9.79% | 10.70% | 11.74% | 11.86% | 11.64% |
| Worst in Category | -0.47% | -1.22% | 0.14% | 0.73% | 3.23% | 5.67% | 8.19% | 7.74% | 7.15% |