| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 07-Nov-25 | 10079.80 | 0.80% | - | 0.85% | 20/29 |
| 1 Month | 14-Oct-25 | 10120.70 | 1.21% | - | 1.74% | 24/29 |
| 3 Month | 14-Aug-25 | 10292.90 | 2.93% | - | 3.80% | 24/29 |
| 6 Month | 14-May-25 | 10500.10 | 5.00% | - | 5.74% | 19/29 |
| YTD | 01-Jan-25 | 10574.40 | 5.74% | - | 6.57% | 17/29 |
| 1 Year | 14-Nov-24 | 10698.60 | 6.99% | 6.99% | 8.98% | 24/29 |
| 2 Year | 13-Nov-23 | 13292.10 | 32.92% | 15.25% | 17.00% | 26/29 |
| 3 Year | 14-Nov-22 | 14467.00 | 44.67% | 13.09% | 15.74% | 25/29 |
| 5 Year | 13-Nov-20 | 19468.70 | 94.69% | 14.24% | 17.48% | 25/28 |
| Since Inception | 13-Dec-18 | 23753.00 | 137.53% | 13.30% | 14.21% | 22/28 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 14-Nov-24 | 12000 | 12703.6 | 5.86 % | 11.01 % |
| 2 Year | 13-Nov-23 | 24000 | 26225.86 | 9.27 % | 8.76 % |
| 3 Year | 14-Nov-22 | 36000 | 43142.28 | 19.84 % | 12.09 % |
| 5 Year | 13-Nov-20 | 60000 | 82105.97 | 36.84 % | 12.49 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.18% | 1.21% | 2.93% | 5.00% | 6.04% | 6.99% | 15.25% | 13.09% | 14.24% |
| Nifty 50 | 0.12% | 3.04% | 5.19% | 5.04% | 9.58% | 10.10% | 15.39% | 12.22% | 15.17% |
| Benchmark: CRISIL Hybrid 35+65 - Aggressive Index | 0.00% | 2.11% | 4.01% | 4.71% | 8.02% | 9.27% | 14.97% | 12.79% | 14.11% |
| Category Average | 0.06% | 1.74% | 3.80% | 5.74% | 6.57% | 8.98% | 17.00% | 15.74% | 17.48% |
| Category Rank | 27/27 | 24/29 | 24/29 | 19/29 | 17/29 | 24/29 | 26/29 | 25/29 | 25/28 |
| Best in Category | 0.31% | 2.78% | 5.72% | 9.35% | 13.51% | 16.59% | 20.54% | 21.18% | 25.39% |
| Worst in Category | -0.18% | 0.04% | 1.91% | 2.76% | -0.81% | 2.42% | 13.64% | 12.25% | 13.34% |