| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 13-Nov-25 | 10059.90 | 0.60% | - | 0.54% | 10/29 |
| 1 Month | 20-Oct-25 | 10061.20 | 0.61% | - | 0.59% | 17/29 |
| 3 Month | 20-Aug-25 | 10278.10 | 2.78% | - | 2.85% | 16/29 |
| 6 Month | 20-May-25 | 10573.90 | 5.74% | - | 6.00% | 16/29 |
| YTD | 01-Jan-25 | 10653.40 | 6.53% | - | 7.08% | 16/29 |
| 1 Year | 19-Nov-24 | 10763.00 | 7.63% | 7.61% | 9.24% | 23/29 |
| 2 Year | 20-Nov-23 | 13269.90 | 32.70% | 15.17% | 16.67% | 23/29 |
| 3 Year | 18-Nov-22 | 14534.20 | 45.34% | 13.24% | 15.95% | 26/29 |
| 5 Year | 20-Nov-20 | 18961.80 | 89.62% | 13.64% | 17.29% | 24/28 |
| Since Inception | 13-Dec-18 | 23461.00 | 134.61% | 13.07% | 14.24% | 21/28 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 19-Nov-24 | 12000 | 12733.96 | 6.12 % | 11.46 % |
| 2 Year | 20-Nov-23 | 24000 | 26328.82 | 9.7 % | 9.16 % |
| 3 Year | 18-Nov-22 | 36000 | 43398.88 | 20.55 % | 12.49 % |
| 5 Year | 20-Nov-20 | 60000 | 82665.61 | 37.78 % | 12.76 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.65% | -0.04% | 2.02% | 4.53% | 6.14% | 7.46% | 14.64% | 13.12% | 13.49% |
| Nifty 50 | -0.47% | 0.77% | 3.92% | 5.06% | 10.25% | 11.64% | 15.01% | 12.79% | 15.16% |
| Benchmark: CRISIL Hybrid 35+65 - Aggressive Index | -0.47% | 0.49% | 2.93% | 4.04% | 8.16% | 9.85% | 14.43% | 13.11% | 13.97% |
| Category Average | -0.59% | 0.01% | 2.25% | 4.88% | 6.47% | 9.13% | 16.21% | 15.89% | 17.14% |
| Category Rank | 21/28 | 16/29 | 18/29 | 17/29 | 17/29 | 24/29 | 22/29 | 26/29 | 25/28 |
| Best in Category | -0.29% | 1.64% | 4.13% | 8.56% | 13.74% | 15.73% | 20.04% | 20.90% | 25.07% |
| Worst in Category | -1.45% | -1.44% | -0.27% | 2.00% | -1.92% | 1.94% | 13.26% | 12.63% | 12.89% |