| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 13-Nov-25 | 10088.40 | 0.88% | - | 0.65% | 7/31 |
| 1 Month | 20-Oct-25 | 10165.40 | 1.65% | - | 1.17% | 11/31 |
| 3 Month | 20-Aug-25 | 10305.80 | 3.06% | - | 2.62% | 12/30 |
| 6 Month | 20-May-25 | 10954.70 | 9.55% | - | 9.19% | 15/30 |
| YTD | 01-Jan-25 | 10483.30 | 4.83% | - | 4.28% | 11/29 |
| 1 Year | 19-Nov-24 | 11101.00 | 11.01% | 10.98% | 8.85% | 7/29 |
| 2 Year | 20-Nov-23 | 16027.30 | 60.27% | 26.56% | 21.33% | 3/29 |
| 3 Year | 18-Nov-22 | 20700.10 | 107.00% | 27.36% | 23.51% | 4/27 |
| 5 Year | 20-Nov-20 | 35813.70 | 258.14% | 29.05% | 25.15% | 2/24 |
| 10 Year | 20-Nov-15 | 61680.00 | 516.80% | 19.94% | 17.59% | 2/20 |
| Since Inception | 01-Jan-13 | 133656.80 | 1236.57% | 22.27% | 20.52% | 8/31 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 19-Nov-24 | 12000 | 13048.75 | 8.74 % | 16.49 % |
| 2 Year | 20-Nov-23 | 24000 | 28654.51 | 19.39 % | 18.02 % |
| 3 Year | 18-Nov-22 | 36000 | 52040.01 | 44.56 % | 25.4 % |
| 5 Year | 20-Nov-20 | 60000 | 112090.82 | 86.82 % | 25.25 % |
| 10 Year | 20-Nov-15 | 120000 | 404092.7 | 236.74 % | 22.94 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.02% | 1.65% | 3.06% | 9.55% | 5.10% | 10.98% | 26.56% | 27.36% | 29.05% |
| Nifty 50 | 0.54% | 1.35% | 4.56% | 6.11% | 10.77% | 11.34% | 15.30% | 12.64% | 15.28% |
| Benchmark: Nifty Midcap 150 TRI | -0.03% | 2.28% | 4.05% | 8.89% | 6.59% | 11.21% | 20.55% | 24.77% | 26.40% |
| Category Average | 0.00% | 1.17% | 2.62% | 9.19% | 4.28% | 8.85% | 21.33% | 23.51% | 25.15% |
| Category Rank | 19/31 | 11/31 | 12/30 | 15/30 | 11/29 | 7/29 | 3/29 | 4/27 | 2/24 |
| Best in Category | 0.23% | 3.12% | 6.02% | 18.26% | 11.38% | 17.16% | 30.44% | 29.38% | 31.98% |
| Worst in Category | -0.25% | -1.05% | -1.22% | 0.28% | -7.04% | 0.52% | 12.75% | 15.25% | 18.94% |