| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 24-Nov-25 | 10084.30 | 0.84% | - | 1.17% | 29/33 |
| 1 Month | 31-Oct-25 | 10043.40 | 0.43% | - | 0.80% | 21/33 |
| 3 Month | 01-Sep-25 | 10366.80 | 3.67% | - | 4.62% | 25/33 |
| 6 Month | 30-May-25 | 10741.70 | 7.42% | - | 6.13% | 10/31 |
| YTD | 01-Jan-25 | 9787.70 | -2.12% | - | 6.00% | 31/31 |
| 1 Year | 29-Nov-24 | 10161.80 | 1.62% | 1.61% | 5.97% | 29/31 |
| 2 Year | 01-Dec-23 | 14311.20 | 43.11% | 19.60% | 18.21% | 7/26 |
| 3 Year | 01-Dec-22 | 17591.40 | 75.91% | 20.70% | 18.90% | 7/26 |
| 5 Year | 01-Dec-20 | 25827.30 | 158.27% | 20.88% | 21.24% | 15/26 |
| Since Inception | 03-Apr-19 | 30299.50 | 203.00% | 18.09% | 15.70% | 10/30 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 29-Nov-24 | 12000 | 12944.7 | 7.87 % | 14.87 % |
| 2 Year | 01-Dec-23 | 24000 | 27082.77 | 12.84 % | 12.08 % |
| 3 Year | 01-Dec-22 | 36000 | 47411.35 | 31.7 % | 18.7 % |
| 5 Year | 01-Dec-20 | 60000 | 95507.71 | 59.18 % | 18.64 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.07% | 0.43% | 3.67% | 7.42% | -1.38% | 1.61% | 19.60% | 20.70% | 20.88% |
| Nifty 50 | -0.10% | 1.76% | 6.30% | 5.76% | 10.70% | 8.43% | 13.62% | 11.63% | 14.82% |
| Benchmark: Nifty LargeMidcap 250 TRI | -0.09% | 1.47% | 6.09% | 6.26% | 8.49% | 7.86% | 17.29% | 18.26% | 20.87% |
| Category Average | -0.04% | 0.80% | 4.62% | 6.13% | 6.00% | 5.97% | 18.21% | 18.90% | 21.24% |
| Category Rank | 16/29 | 21/33 | 25/33 | 10/31 | 31/31 | 29/31 | 7/26 | 7/26 | 15/26 |
| Best in Category | 0.42% | 2.26% | 7.09% | 11.09% | 15.10% | 12.54% | 26.04% | 26.70% | 26.63% |
| Worst in Category | -0.50% | -1.89% | 0.55% | 1.25% | -1.38% | -1.11% | 13.32% | 13.64% | 15.13% |