| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 17-Oct-25 | 9998.20 | -0.02% | - | 0.06% | 14/18 |
| 1 Month | 24-Sep-25 | 10106.50 | 1.06% | - | 0.96% | 10/18 |
| 3 Month | 24-Jul-25 | 10077.10 | 0.77% | - | 1.10% | 15/18 |
| 6 Month | 24-Apr-25 | 10335.50 | 3.35% | - | 3.25% | 9/18 |
| YTD | 01-Jan-25 | 10612.10 | 6.12% | - | 6.19% | 9/18 |
| 1 Year | 24-Oct-24 | 10732.20 | 7.32% | 7.32% | 6.94% | 7/18 |
| 2 Year | 23-Oct-23 | 12423.40 | 24.23% | 11.43% | 10.97% | 8/18 |
| 3 Year | 21-Oct-22 | 13573.60 | 35.74% | 10.68% | 10.26% | 8/18 |
| 5 Year | 23-Oct-20 | 15870.00 | 58.70% | 9.67% | 10.11% | 12/17 |
| 10 Year | 23-Oct-15 | 22244.30 | 122.44% | 8.31% | 8.65% | 10/17 |
| Since Inception | 01-Jan-13 | 31236.10 | 212.36% | 9.29% | 9.37% | 10/18 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 24-Oct-24 | 12000 | 12517.2 | 4.31 % | 8.06 % |
| 2 Year | 23-Oct-23 | 24000 | 26283.4 | 9.51 % | 8.99 % |
| 3 Year | 21-Oct-22 | 36000 | 41943.49 | 16.51 % | 10.17 % |
| 5 Year | 23-Oct-20 | 60000 | 76464.21 | 27.44 % | 9.63 % |
| 10 Year | 23-Oct-15 | 120000 | 189142.33 | 57.62 % | 8.8 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.09% | 1.07% | 0.77% | 3.35% | 6.29% | 7.32% | 11.43% | 10.68% | 9.67% |
| Nifty 50 | -0.37% | 2.95% | 2.92% | 6.39% | 9.09% | 5.72% | 15.62% | 13.30% | 16.66% |
| 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 | -0.07% | 0.96% | 1.10% | 3.25% | 6.19% | 6.94% | 10.97% | 10.26% | 10.11% |
| Category Rank | 11/18 | 10/18 | 15/18 | 9/18 | 9/18 | 7/18 | 8/18 | 8/18 | 12/17 |
| Best in Category | 0.11% | 1.42% | 2.40% | 5.20% | 8.94% | 9.73% | 12.76% | 12.28% | 12.18% |
| Worst in Category | -0.25% | -0.22% | 0.15% | 0.66% | 4.06% | 4.38% | 8.93% | 7.80% | 7.19% |