| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 13-Nov-25 | 10035.00 | 0.35% | - | 0.24% | 2/18 |
| 1 Month | 20-Oct-25 | 10033.30 | 0.33% | - | 0.46% | 14/18 |
| 3 Month | 20-Aug-25 | 10165.20 | 1.65% | - | 2.04% | 16/18 |
| 6 Month | 20-May-25 | 10298.50 | 2.99% | - | 2.88% | 7/18 |
| YTD | 01-Jan-25 | 10655.20 | 6.55% | - | 6.77% | 9/18 |
| 1 Year | 19-Nov-24 | 10811.30 | 8.11% | 8.09% | 7.81% | 8/18 |
| 2 Year | 20-Nov-23 | 12296.50 | 22.96% | 10.87% | 10.45% | 8/18 |
| 3 Year | 18-Nov-22 | 13393.20 | 33.93% | 10.20% | 10.01% | 11/18 |
| 5 Year | 20-Nov-20 | 15526.00 | 55.26% | 9.19% | 9.71% | 11/17 |
| 10 Year | 20-Nov-15 | 22456.80 | 124.57% | 8.42% | 8.78% | 10/17 |
| Since Inception | 01-Jan-13 | 31362.80 | 213.63% | 9.27% | 9.35% | 10/18 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 19-Nov-24 | 12000 | 12511.95 | 4.27 % | 7.95 % |
| 2 Year | 20-Nov-23 | 24000 | 26196.39 | 9.15 % | 8.65 % |
| 3 Year | 18-Nov-22 | 36000 | 41791.42 | 16.09 % | 9.91 % |
| 5 Year | 20-Nov-20 | 60000 | 76250.11 | 27.08 % | 9.51 % |
| 10 Year | 20-Nov-15 | 120000 | 188717.86 | 57.26 % | 8.76 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.17% | 0.17% | 1.48% | 2.52% | 6.54% | 8.04% | 10.77% | 10.19% | 9.15% |
| 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 | 11/18 | 13/18 | 16/18 | 6/18 | 9/18 | 8/18 | 8/18 | 11/18 | 11/17 |
| 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% |