| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 06-Nov-25 | 10146.70 | 1.47% | - | 1.17% | 2/10 |
| 1 Month | 13-Oct-25 | 10221.70 | 2.22% | - | 2.05% | 6/10 |
| 3 Month | 13-Aug-25 | 10466.30 | 4.66% | - | 3.75% | 2/10 |
| 6 Month | 13-May-25 | 10527.90 | 5.28% | - | 5.12% | 5/10 |
| YTD | 01-Jan-25 | 10581.20 | 5.81% | - | 4.96% | 3/10 |
| 1 Year | 13-Nov-24 | 10749.70 | 7.50% | 7.50% | 6.92% | 4/10 |
| 2 Year | 13-Nov-23 | 13478.50 | 34.79% | 16.07% | 16.22% | 6/10 |
| 3 Year | 11-Nov-22 | 15177.00 | 51.77% | 14.88% | 6.22% | 4/9 |
| 5 Year | 13-Nov-20 | 21518.20 | 115.18% | 16.55% | 10.52% | 4/9 |
| 10 Year | 13-Nov-15 | 35833.70 | 258.34% | 13.60% | 9.86% | 4/8 |
| Since Inception | 20-May-09 | 85750.00 | 757.50% | 13.91% | 13.44% | 5/8 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 13-Nov-24 | 12000 | 12797.49 | 6.65 % | 12.48 % |
| 2 Year | 13-Nov-23 | 24000 | 26456.64 | 10.24 % | 9.65 % |
| 3 Year | 11-Nov-22 | 36000 | 44014.19 | 22.26 % | 13.47 % |
| 5 Year | 13-Nov-20 | 60000 | 85275.96 | 42.13 % | 14.02 % |
| 10 Year | 13-Nov-15 | 120000 | 254298.31 | 111.92 % | 14.36 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.10% | 2.52% | 4.62% | 5.02% | 6.49% | 7.69% | 16.11% | 15.02% | 16.57% |
| Nifty 50 | 0.12% | 3.04% | 5.19% | 5.04% | 9.58% | 10.10% | 15.39% | 12.22% | 15.17% |
| Benchmark: Nifty 100 TRI | 0.08% | 3.06% | 5.35% | 6.26% | 9.56% | 10.17% | 17.98% | 13.83% | 16.87% |
| Category Average | 0.06% | 2.40% | 3.78% | 4.76% | 5.02% | 7.01% | 16.23% | 6.29% | 10.53% |
| Category Rank | 3/10 | 6/10 | 1/10 | 3/10 | 2/10 | 3/10 | 5/10 | 3/9 | 3/9 |
| Best in Category | 0.13% | 2.75% | 4.62% | 5.91% | 6.86% | 9.69% | 19.04% | 16.61% | 18.01% |
| Worst in Category | -0.08% | 1.53% | 3.29% | 3.91% | 2.79% | 5.08% | 13.26% | -57.60% | -35.70% |