Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
---|---|---|---|---|---|---|
1 Week | 12-Sep-25 | 10102.40 | 1.02% | - | 1.12% | 17/30 |
1 Month | 19-Aug-25 | 10127.70 | 1.28% | - | 1.74% | 24/30 |
3 Month | 19-Jun-25 | 10328.60 | 3.29% | - | 3.63% | 17/30 |
6 Month | 19-Mar-25 | 11057.50 | 10.57% | - | 11.62% | 20/30 |
YTD | 01-Jan-25 | 10484.70 | 4.85% | - | 5.80% | 20/30 |
1 Year | 19-Sep-24 | 10000.00 | - | - | 2.78% | 26/30 |
2 Year | 18-Sep-23 | 13087.80 | 30.88% | 14.36% | 16.31% | 25/30 |
3 Year | 19-Sep-22 | 14714.60 | 47.15% | 13.73% | 16.15% | 24/30 |
5 Year | 18-Sep-20 | 21347.30 | 113.47% | 16.36% | 18.88% | 24/28 |
Since Inception | 13-Dec-18 | 23366.70 | 133.67% | 13.35% | 14.34% | 18/28 |
Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
---|---|---|---|---|---|
1 Year | 19-Sep-24 | 12000 | 12555.66 | 4.63 % | 8.66 % |
2 Year | 18-Sep-23 | 24000 | 26541.3 | 10.59 % | 9.98 % |
3 Year | 19-Sep-22 | 36000 | 43662.66 | 21.29 % | 12.92 % |
5 Year | 18-Sep-20 | 60000 | 83706.49 | 39.51 % | 13.27 % |
Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
---|---|---|---|---|---|---|---|---|---|
This Fund | -0.13% | 1.28% | 3.29% | 10.58% | 5.14% | 0.00% | 14.36% | 13.73% | 16.36% |
Nifty 50 | -0.38% | 1.39% | 2.15% | 10.56% | 7.11% | -0.35% | 12.12% | 12.84% | 17.08% |
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index | -0.07% | 1.39% | 2.50% | 9.10% | 6.27% | 2.30% | 13.26% | 12.92% | 15.33% |
Category Average | -0.04% | 1.74% | 3.63% | 11.62% | 5.80% | 2.78% | 16.31% | 16.15% | 18.88% |
Category Rank | 18/28 | 24/30 | 17/30 | 20/30 | 20/30 | 26/30 | 25/30 | 24/30 | 24/28 |
Best in Category | 0.86% | 3.36% | 6.90% | 18.75% | 11.92% | 10.39% | 20.17% | 22.47% | 26.11% |
Worst in Category | -0.28% | 0.77% | 1.64% | 8.63% | -0.14% | -3.13% | 12.07% | 12.10% | 14.75% |