Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
---|---|---|---|---|---|---|
1 Week | 08-Oct-25 | 10098.50 | 0.98% | - | 0.79% | 8/29 |
1 Month | 15-Sep-25 | 10123.30 | 1.23% | - | 0.73% | 6/29 |
3 Month | 15-Jul-25 | 10148.50 | 1.49% | - | 0.53% | 6/29 |
6 Month | 15-Apr-25 | 10783.00 | 7.83% | - | 8.58% | 17/29 |
YTD | 01-Jan-25 | 10417.90 | 4.18% | - | 4.40% | 15/29 |
1 Year | 15-Oct-24 | 9990.30 | -0.10% | -0.10% | 1.02% | 23/29 |
2 Year | 13-Oct-23 | 12865.80 | 28.66% | 13.37% | 15.03% | 22/29 |
3 Year | 14-Oct-22 | 14494.30 | 44.94% | 13.14% | 15.35% | 25/29 |
5 Year | 15-Oct-20 | 19575.30 | 95.75% | 14.37% | 17.50% | 24/28 |
Since Inception | 13-Dec-18 | 21086.70 | 110.87% | 11.52% | 13.19% | 24/29 |
Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
---|---|---|---|---|---|
1 Year | 15-Oct-24 | 12000 | 12540.09 | 4.5 % | 8.46 % |
2 Year | 13-Oct-23 | 24000 | 25971.77 | 8.22 % | 7.79 % |
3 Year | 14-Oct-22 | 36000 | 42430.18 | 17.86 % | 10.96 % |
5 Year | 15-Oct-20 | 60000 | 79515.6 | 32.53 % | 11.2 % |
Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
---|---|---|---|---|---|---|---|---|---|
This Fund | 0.67% | 1.23% | 1.48% | 7.83% | 4.47% | -0.10% | 13.37% | 13.14% | 14.37% |
Nifty 50 | 0.71% | 1.01% | 0.51% | 8.55% | 7.10% | 1.06% | 13.17% | 13.77% | 16.73% |
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index | 0.61% | 0.97% | 0.72% | 7.33% | 6.44% | 2.81% | 14.01% | 13.88% | 15.22% |
Category Average | 0.64% | 0.76% | 0.56% | 8.61% | 4.43% | 1.05% | 15.05% | 15.36% | 17.51% |
Category Rank | 11/29 | 6/29 | 6/29 | 18/29 | 16/29 | 23/29 | 23/29 | 25/29 | 24/28 |
Best in Category | 1.03% | 2.01% | 3.93% | 16.84% | 11.41% | 8.51% | 19.33% | 21.36% | 26.85% |
Worst in Category | 0.32% | -0.42% | -2.37% | 5.03% | -2.62% | -5.60% | 11.66% | 11.38% | 12.82% |