| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 01-Dec-25 | 9807.10 | -1.93% | - | -2.71% | 2/31 |
| 1 Month | 07-Nov-25 | 9996.20 | -0.04% | - | -1.55% | 1/31 |
| 3 Month | 08-Sep-25 | 10448.00 | 4.48% | - | 0.63% | 1/31 |
| 6 Month | 06-Jun-25 | 10511.50 | 5.12% | - | 1.39% | 4/30 |
| YTD | 01-Jan-25 | 10592.30 | 5.92% | - | 1.23% | 4/29 |
| 1 Year | 06-Dec-24 | 10466.50 | 4.67% | 4.64% | -0.72% | 2/29 |
| 2 Year | 08-Dec-23 | 14147.10 | 41.47% | 18.91% | 16.75% | 9/29 |
| 3 Year | 08-Dec-22 | 19467.10 | 94.67% | 24.84% | 21.08% | 5/29 |
| 5 Year | 08-Dec-20 | 32362.60 | 223.63% | 26.46% | 23.01% | 3/24 |
| 10 Year | 08-Dec-15 | 58352.60 | 483.53% | 19.27% | 17.35% | 4/20 |
| Since Inception | 01-Jan-13 | 117816.40 | 1078.16% | 20.99% | 19.62% | 10/31 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 06-Dec-24 | 12000 | 13043.62 | 8.7 % | 16.46 % |
| 2 Year | 08-Dec-23 | 24000 | 27486.39 | 14.53 % | 13.62 % |
| 3 Year | 08-Dec-22 | 36000 | 49083.33 | 36.34 % | 21.18 % |
| 5 Year | 08-Dec-20 | 60000 | 107313.81 | 78.86 % | 23.44 % |
| 10 Year | 08-Dec-15 | 120000 | 367669.04 | 206.39 % | 21.2 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -1.42% | -0.04% | 4.48% | 5.12% | 5.93% | 4.64% | 18.91% | 24.84% | 26.46% |
| Nifty 50 | -0.86% | 1.84% | 4.79% | 3.83% | 9.79% | 5.17% | 11.25% | 11.72% | 14.14% |
| Benchmark: Nifty Midcap 150 TRI | -1.70% | -0.85% | 2.82% | 1.04% | 3.86% | 1.34% | 15.83% | 21.97% | 24.04% |
| Category Average | -1.68% | -1.55% | 0.63% | 1.39% | 1.23% | -0.72% | 16.75% | 21.08% | 23.01% |
| Category Rank | 4/31 | 1/31 | 1/31 | 4/30 | 4/29 | 2/29 | 9/29 | 5/29 | 3/24 |
| Best in Category | -1.35% | -0.04% | 4.48% | 8.37% | 8.05% | 5.45% | 25.91% | 26.82% | 30.28% |
| Worst in Category | -1.99% | -3.80% | -3.41% | -5.08% | -9.97% | -9.65% | 8.04% | 12.97% | 17.15% |