| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 25-Nov-25 | 10096.80 | 0.97% | - | 0.60% | 3/31 |
| 1 Month | 31-Oct-25 | 10086.30 | 0.86% | - | 0.28% | 10/31 |
| 3 Month | 02-Sep-25 | 10615.70 | 6.16% | - | 3.56% | 5/30 |
| 6 Month | 02-Jun-25 | 10814.10 | 8.14% | - | 6.02% | 8/30 |
| YTD | 01-Jan-25 | 10993.40 | 9.93% | - | 3.65% | 1/29 |
| 1 Year | 02-Dec-24 | 10842.60 | 8.43% | 8.43% | 3.83% | 5/29 |
| 2 Year | 01-Dec-23 | 14964.50 | 49.65% | 22.26% | 19.01% | 5/29 |
| 3 Year | 02-Dec-22 | 18365.70 | 83.66% | 22.44% | 21.91% | 12/29 |
| 5 Year | 02-Dec-20 | 30130.20 | 201.30% | 24.67% | 23.88% | 11/24 |
| 10 Year | 02-Dec-15 | 47815.00 | 378.15% | 16.92% | 17.39% | 12/20 |
| Since Inception | 01-Jan-13 | 102456.80 | 924.57% | 19.72% | 20.26% | 16/31 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 02-Dec-24 | 12000 | 13297.82 | 10.82 % | 20.58 % |
| 2 Year | 01-Dec-23 | 24000 | 27898.78 | 16.24 % | 15.18 % |
| 3 Year | 02-Dec-22 | 36000 | 49775.42 | 38.27 % | 22.19 % |
| 5 Year | 02-Dec-20 | 60000 | 102539.77 | 70.9 % | 21.56 % |
| 10 Year | 02-Dec-15 | 120000 | 337183.16 | 180.99 % | 19.6 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.43% | 0.86% | 6.16% | 8.14% | 10.33% | 8.43% | 22.26% | 22.44% | 24.67% |
| Nifty 50 | -0.55% | 1.21% | 5.91% | 5.32% | 10.10% | 7.23% | 13.29% | 11.65% | 14.69% |
| Benchmark: Nifty Midcap 150 TRI | -0.20% | 1.36% | 5.71% | 5.53% | 6.23% | 6.40% | 18.35% | 22.72% | 25.04% |
| Category Average | -0.32% | 0.28% | 3.56% | 6.02% | 3.65% | 3.83% | 19.01% | 21.91% | 23.88% |
| Category Rank | 25/31 | 10/31 | 5/30 | 8/30 | 1/29 | 5/29 | 5/29 | 12/29 | 11/24 |
| Best in Category | 0.02% | 1.97% | 6.84% | 14.34% | 10.33% | 11.49% | 28.49% | 27.84% | 30.95% |
| Worst in Category | -0.62% | -1.37% | -0.86% | -1.52% | -7.47% | -4.73% | 9.84% | 13.62% | 17.71% |