| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 01-Dec-25 | 9883.80 | -1.16% | - | -1.21% | 15/29 |
| 1 Month | 07-Nov-25 | 10004.60 | 0.05% | - | 0.05% | 17/29 |
| 3 Month | 08-Sep-25 | 10216.40 | 2.16% | - | 2.23% | 18/29 |
| 6 Month | 06-Jun-25 | 10133.20 | 1.33% | - | 2.46% | 26/29 |
| YTD | 01-Jan-25 | 10402.50 | 4.03% | - | 5.72% | 23/29 |
| 1 Year | 06-Dec-24 | 10251.00 | 2.51% | 2.50% | 3.11% | 19/29 |
| 2 Year | 08-Dec-23 | 12821.70 | 28.22% | 13.21% | 13.60% | 17/29 |
| 3 Year | 08-Dec-22 | 15036.60 | 50.37% | 14.55% | 14.73% | 14/29 |
| 5 Year | 08-Dec-20 | 20685.10 | 106.85% | 15.64% | 16.10% | 12/28 |
| 10 Year | 08-Dec-15 | 34440.60 | 244.41% | 13.15% | 13.30% | 12/20 |
| Since Inception | 01-Jan-13 | 56896.10 | 468.96% | 14.38% | 14.02% | 9/28 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 06-Dec-24 | 12000 | 12504.93 | 4.21 % | 7.87 % |
| 2 Year | 08-Dec-23 | 24000 | 26147.43 | 8.95 % | 8.47 % |
| 3 Year | 08-Dec-22 | 36000 | 43780.56 | 21.61 % | 13.11 % |
| 5 Year | 08-Dec-20 | 60000 | 84821.01 | 41.37 % | 13.81 % |
| 10 Year | 08-Dec-15 | 120000 | 248472.64 | 107.06 % | 13.93 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.87% | 0.05% | 2.16% | 1.33% | 4.41% | 2.50% | 13.21% | 14.55% | 15.64% |
| Nifty 50 | -0.86% | 1.84% | 4.79% | 3.83% | 9.79% | 5.17% | 11.25% | 11.72% | 14.14% |
| Benchmark: CRISIL Hybrid 35+65 - Aggressive Index | -0.78% | 0.64% | 3.16% | 2.64% | 7.73% | 4.85% | 11.75% | 12.21% | 13.15% |
| Category Average | -0.95% | 0.05% | 2.23% | 2.46% | 5.72% | 3.11% | 13.60% | 14.73% | 16.10% |
| Category Rank | 11/28 | 17/29 | 18/29 | 26/29 | 23/29 | 19/29 | 17/29 | 14/29 | 12/28 |
| Best in Category | -0.55% | 1.24% | 4.07% | 5.45% | 13.32% | 9.93% | 17.28% | 19.20% | 23.04% |
| Worst in Category | -1.45% | -2.28% | -1.07% | -3.23% | -3.49% | -5.47% | 10.62% | 11.42% | 12.07% |