Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
---|---|---|---|---|---|---|
1 Week | 05-Sep-25 | 10076.10 | 0.76% | - | 1.13% | 29/30 |
1 Month | 12-Aug-25 | 10158.20 | 1.58% | - | 2.11% | 27/30 |
3 Month | 12-Jun-25 | 10173.30 | 1.73% | - | 1.45% | 10/30 |
6 Month | 12-Mar-25 | 11099.60 | 11.00% | - | 12.31% | 21/30 |
YTD | 01-Jan-25 | 10291.40 | 2.91% | - | 3.76% | 20/30 |
1 Year | 12-Sep-24 | 9814.00 | -1.86% | -1.86% | 0.42% | 25/30 |
2 Year | 12-Sep-23 | 12692.70 | 26.93% | 12.64% | 14.68% | 25/30 |
3 Year | 12-Sep-22 | 13937.00 | 39.37% | 11.69% | 13.85% | 26/30 |
5 Year | 11-Sep-20 | 19798.80 | 97.99% | 14.62% | 17.51% | 23/28 |
Since Inception | 13-Dec-18 | 20831.90 | 108.32% | 11.48% | 13.23% | 24/29 |
Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
---|---|---|---|---|---|
1 Year | 12-Sep-24 | 12000 | 12389.28 | 3.24 % | 6.05 % |
2 Year | 12-Sep-23 | 24000 | 26004.5 | 8.35 % | 7.9 % |
3 Year | 12-Sep-22 | 36000 | 42421.31 | 17.84 % | 10.93 % |
5 Year | 11-Sep-20 | 60000 | 79755.13 | 32.93 % | 11.31 % |
Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
---|---|---|---|---|---|---|---|---|---|
This Fund | 0.35% | 1.58% | 1.73% | 11.00% | 3.20% | -1.86% | 12.64% | 11.69% | 14.62% |
Nifty 50 | 0.43% | 2.56% | 0.91% | 11.76% | 6.21% | -1.08% | 12.06% | 11.86% | 16.96% |
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index | 0.00% | 1.69% | 0.74% | 10.02% | 5.13% | 1.20% | 13.03% | 12.05% | 15.23% |
Category Average | 0.27% | 2.11% | 1.45% | 12.31% | 3.76% | 0.42% | 14.68% | 13.85% | 17.51% |
Category Rank | 5/28 | 27/30 | 10/30 | 21/30 | 20/30 | 25/30 | 25/30 | 26/30 | 23/28 |
Best in Category | 0.52% | 3.73% | 4.17% | 20.93% | 10.17% | 9.19% | 19.20% | 19.72% | 25.34% |
Worst in Category | 0.04% | 1.20% | -1.12% | 9.73% | -2.54% | -6.43% | 11.03% | 9.83% | 12.81% |