Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
---|---|---|---|---|---|---|
1 Week | 12-Sep-25 | 10100.50 | 1.00% | - | 1.09% | 17/30 |
1 Month | 19-Aug-25 | 10119.10 | 1.19% | - | 1.64% | 24/30 |
3 Month | 19-Jun-25 | 10302.70 | 3.03% | - | 3.33% | 17/30 |
6 Month | 19-Mar-25 | 10996.30 | 9.96% | - | 10.96% | 19/30 |
YTD | 01-Jan-25 | 10394.80 | 3.95% | - | 4.91% | 20/30 |
1 Year | 19-Sep-24 | 9873.40 | -1.27% | -1.27% | 1.58% | 26/30 |
2 Year | 18-Sep-23 | 12735.30 | 27.35% | 12.81% | 14.94% | 26/30 |
3 Year | 19-Sep-22 | 14182.70 | 41.83% | 12.34% | 14.79% | 26/30 |
5 Year | 18-Sep-20 | 21058.50 | 110.58% | 16.04% | 17.47% | 23/28 |
Since Inception | 13-Dec-18 | 22304.30 | 123.04% | 12.57% | 13.31% | 24/29 |
Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
---|---|---|---|---|---|
1 Year | 19-Sep-24 | 12000 | 12476.05 | 3.97 % | 7.41 % |
2 Year | 18-Sep-23 | 24000 | 26171.52 | 9.05 % | 8.55 % |
3 Year | 19-Sep-22 | 36000 | 42733.62 | 18.7 % | 11.44 % |
5 Year | 18-Sep-20 | 60000 | 80837.01 | 34.73 % | 11.86 % |
Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
---|---|---|---|---|---|---|---|---|---|
This Fund | -0.14% | 1.19% | 3.03% | 9.96% | 4.23% | -1.27% | 12.81% | 12.34% | 16.04% |
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% | 1.64% | 3.33% | 10.96% | 4.91% | 1.58% | 14.94% | 14.79% | 17.47% |
Category Rank | 18/28 | 24/30 | 17/30 | 19/30 | 20/30 | 26/30 | 26/30 | 26/30 | 23/28 |
Best in Category | 0.85% | 3.27% | 6.63% | 18.13% | 11.45% | 9.86% | 19.28% | 20.65% | 25.42% |
Worst in Category | -0.28% | 0.67% | 1.47% | 8.27% | -1.08% | -4.70% | 11.35% | 10.82% | 12.95% |