| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 28-Nov-25 | 9975.20 | -0.25% | - | 0.28% | 29/31 |
| 1 Month | 04-Nov-25 | 10133.00 | 1.33% | - | 2.04% | 26/32 |
| 3 Month | 05-Sep-25 | 10503.40 | 5.03% | - | 6.59% | 25/31 |
| 6 Month | 05-Jun-25 | 11051.50 | 10.52% | - | 8.74% | 7/29 |
| YTD | 01-Jan-25 | 10555.30 | 5.55% | - | 14.81% | 27/27 |
| 1 Year | 05-Dec-24 | 10542.00 | 5.42% | 5.42% | 12.28% | 25/25 |
| Since Inception | 28-Feb-24 | 12911.70 | 29.12% | 15.53% | 13.41% | 16/43 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 05-Dec-24 | 12000 | 13290.41 | 10.75 % | 20.47 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.83% | 1.52% | 3.71% | 8.97% | 5.39% | 3.99% | 0.00% | 0.00% | 0.00% |
| Nifty 50 | -0.86% | 1.84% | 4.79% | 3.83% | 9.79% | 5.17% | 11.25% | 11.72% | 14.14% |
| Benchmark: 65% Nifty 500 TRI + 25% Nifty Short Duration Debt Index +7.5% Domestic Price of Gold + 2.5% Domestic Price of Silver | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
| Category Average | -0.66% | 1.88% | 5.83% | 7.78% | 14.26% | 11.63% | 16.16% | 16.98% | 16.91% |
| Category Rank | 20/25 | 23/31 | 27/30 | 9/28 | 26/26 | 24/24 | 0/0 | 0/0 | 0/0 |
| Best in Category | 0.03% | 3.14% | 9.82% | 13.14% | 20.91% | 18.28% | 20.68% | 19.60% | 24.51% |
| Worst in Category | -1.07% | 0.01% | 1.54% | 1.28% | 5.39% | 3.99% | 7.56% | 12.87% | 11.80% |