| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 07-Nov-25 | 10112.90 | 1.13% | - | 0.85% | 4/29 |
| 1 Month | 14-Oct-25 | 10166.10 | 1.66% | - | 1.74% | 19/29 |
| 3 Month | 14-Aug-25 | 10370.60 | 3.71% | - | 3.80% | 17/29 |
| 6 Month | 14-May-25 | 10586.50 | 5.87% | - | 5.74% | 12/29 |
| YTD | 01-Jan-25 | 10691.80 | 6.92% | - | 6.57% | 9/29 |
| 1 Year | 14-Nov-24 | 11113.20 | 11.13% | 11.13% | 8.98% | 5/29 |
| 2 Year | 13-Nov-23 | 14204.60 | 42.05% | 19.13% | 17.00% | 5/29 |
| 3 Year | 14-Nov-22 | 16778.90 | 67.79% | 18.81% | 15.74% | 4/29 |
| 5 Year | 13-Nov-20 | 25463.50 | 154.63% | 20.53% | 17.48% | 6/28 |
| 10 Year | 13-Nov-15 | 39040.50 | 290.41% | 14.57% | 13.40% | 5/20 |
| Since Inception | 07-Jan-13 | 64168.80 | 541.69% | 15.55% | 14.21% | 5/28 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 14-Nov-24 | 12000 | 12862.02 | 7.18 % | 13.53 % |
| 2 Year | 13-Nov-23 | 24000 | 27308.59 | 13.79 % | 12.92 % |
| 3 Year | 14-Nov-22 | 36000 | 46353.87 | 28.76 % | 17.09 % |
| 5 Year | 13-Nov-20 | 60000 | 93639.65 | 56.07 % | 17.82 % |
| 10 Year | 13-Nov-15 | 120000 | 286484.72 | 138.74 % | 16.58 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.09% | 1.66% | 3.71% | 5.87% | 7.41% | 11.13% | 19.13% | 18.81% | 20.53% |
| Nifty 50 | 0.12% | 3.04% | 5.19% | 5.04% | 9.58% | 10.10% | 15.39% | 12.22% | 15.17% |
| Benchmark: CRISIL Hybrid 35+65 - Aggressive Index | 0.00% | 2.11% | 4.01% | 4.71% | 8.02% | 9.27% | 14.97% | 12.79% | 14.11% |
| Category Average | 0.06% | 1.74% | 3.80% | 5.74% | 6.57% | 8.98% | 17.00% | 15.74% | 17.48% |
| Category Rank | 11/27 | 19/29 | 17/29 | 12/29 | 9/29 | 5/29 | 5/29 | 4/29 | 6/28 |
| Best in Category | 0.31% | 2.78% | 5.72% | 9.35% | 13.51% | 16.59% | 20.54% | 21.18% | 25.39% |
| Worst in Category | -0.18% | 0.04% | 1.91% | 2.76% | -0.81% | 2.42% | 13.64% | 12.25% | 13.34% |