| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 27-Nov-25 | 9875.60 | -1.24% | - | -1.19% | 21/34 |
| 1 Month | 04-Nov-25 | 9660.10 | -3.40% | - | -3.21% | 29/33 |
| 3 Month | 04-Sep-25 | 9867.70 | -1.32% | - | -0.53% | 25/32 |
| 6 Month | 04-Jun-25 | 9675.00 | -3.25% | - | 0.51% | 30/32 |
| YTD | 01-Jan-25 | 9204.30 | -7.96% | - | -4.25% | 26/31 |
| 1 Year | 04-Dec-24 | 9094.80 | -9.05% | -9.05% | -6.13% | 26/31 |
| 2 Year | 04-Dec-23 | 11860.30 | 18.60% | 8.89% | 11.32% | 24/28 |
| 3 Year | 02-Dec-22 | 16983.20 | 69.83% | 19.25% | 18.15% | 10/25 |
| 5 Year | 04-Dec-20 | 29721.00 | 197.21% | 24.33% | 24.09% | 15/23 |
| 10 Year | 04-Dec-15 | 42305.50 | 323.06% | 15.50% | 16.40% | 13/15 |
| Since Inception | 13-Jan-06 | 166395.60 | 1563.96% | 15.17% | 15.74% | 21/34 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 04-Dec-24 | 12000 | 12007.41 | 0.06 % | 0.11 % |
| 2 Year | 04-Dec-23 | 24000 | 24294.61 | 1.23 % | 1.18 % |
| 3 Year | 02-Dec-22 | 36000 | 42849.63 | 19.03 % | 11.63 % |
| 5 Year | 04-Dec-20 | 60000 | 92738.97 | 54.56 % | 17.44 % |
| 10 Year | 04-Dec-15 | 120000 | 298509.56 | 148.76 % | 17.34 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.02% | -3.40% | -1.32% | -3.25% | -7.34% | -9.05% | 8.89% | 19.25% | 24.33% |
| Nifty 50 | 0.18% | 1.70% | 5.25% | 5.74% | 10.10% | 6.40% | 12.16% | 11.63% | 14.44% |
| Benchmark: Nifty Smallcap 250 Index | -0.24% | -4.26% | -1.67% | -2.80% | -6.59% | -8.60% | 10.86% | 19.28% | 23.52% |
| Category Average | -0.28% | -3.21% | -0.53% | 0.51% | -4.25% | -6.13% | 11.32% | 18.15% | 24.09% |
| Category Rank | 4/34 | 22/33 | 22/32 | 28/32 | 24/31 | 25/31 | 16/28 | 9/25 | 9/23 |
| Best in Category | 0.18% | -1.08% | 3.87% | 6.55% | 3.62% | 2.39% | 22.45% | 28.74% | 30.11% |
| Worst in Category | -0.75% | -5.92% | -8.06% | -6.23% | -14.10% | -14.85% | 7.42% | 12.04% | 19.27% |