| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 28-Nov-25 | 9815.50 | -1.84% | - | -1.64% | 23/34 |
| 1 Month | 04-Nov-25 | 9584.70 | -4.15% | - | -3.75% | 28/33 |
| 3 Month | 05-Sep-25 | 9820.30 | -1.80% | - | -1.10% | 27/33 |
| 6 Month | 05-Jun-25 | 9542.10 | -4.58% | - | -0.63% | 30/31 |
| YTD | 01-Jan-25 | 9132.50 | -8.67% | - | -4.79% | 26/31 |
| 1 Year | 05-Dec-24 | 9015.70 | -9.84% | -9.84% | -6.91% | 26/31 |
| 2 Year | 05-Dec-23 | 11739.40 | 17.39% | 8.34% | 10.95% | 24/28 |
| 3 Year | 05-Dec-22 | 16761.20 | 67.61% | 18.77% | 17.90% | 10/25 |
| 5 Year | 04-Dec-20 | 29489.20 | 194.89% | 24.12% | 23.94% | 15/23 |
| 10 Year | 04-Dec-15 | 41975.50 | 319.75% | 15.41% | 16.33% | 13/15 |
| Since Inception | 13-Jan-06 | 165097.70 | 1550.98% | 15.13% | 15.58% | 21/34 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 05-Dec-24 | 12000 | 11931.71 | -0.57 % | -1.05 % |
| 2 Year | 05-Dec-23 | 24000 | 24104.36 | 0.43 % | 0.42 % |
| 3 Year | 05-Dec-22 | 36000 | 42491.44 | 18.03 % | 11.05 % |
| 5 Year | 04-Dec-20 | 60000 | 91994.78 | 53.32 % | 17.11 % |
| 10 Year | 04-Dec-15 | 120000 | 295936.39 | 146.61 % | 17.18 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.78% | -4.15% | -1.80% | -4.58% | -8.06% | -9.84% | 8.34% | 18.77% | 24.12% |
| Nifty 50 | 0.59% | 2.30% | 5.84% | 5.80% | 10.75% | 5.98% | 12.04% | 11.86% | 14.56% |
| Benchmark: Nifty Smallcap 250 Index | -0.53% | -4.76% | -2.42% | -3.95% | -7.08% | -9.52% | 10.48% | 18.97% | 23.37% |
| Category Average | -0.56% | -3.75% | -1.10% | -0.63% | -4.79% | -6.91% | 10.95% | 17.90% | 23.94% |
| Category Rank | 16/34 | 23/33 | 22/33 | 27/31 | 24/31 | 25/31 | 16/28 | 9/25 | 10/23 |
| Best in Category | -0.17% | -1.71% | 3.29% | 5.28% | 3.13% | 1.33% | 22.09% | 28.53% | 30.01% |
| Worst in Category | -1.04% | -6.57% | -8.62% | -7.14% | -14.70% | -15.45% | 6.90% | 11.72% | 19.19% |