| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 16-Oct-25 | 9995.10 | -0.05% | - | 0.09% | 20/32 |
| 1 Month | 23-Sep-25 | 10155.00 | 1.55% | - | 0.74% | 7/32 |
| 3 Month | 23-Jul-25 | 10036.30 | 0.36% | - | 0.51% | 18/31 |
| 6 Month | 23-Apr-25 | 11459.40 | 14.59% | - | 9.89% | 4/31 |
| YTD | 01-Jan-25 | 10759.50 | 7.60% | - | 2.17% | 2/30 |
| 1 Year | 23-Oct-24 | 10808.10 | 8.08% | 8.08% | 3.24% | 3/30 |
| 2 Year | 23-Oct-23 | 16322.30 | 63.22% | 27.72% | 23.09% | 4/30 |
| 3 Year | 21-Oct-22 | 18450.20 | 84.50% | 22.58% | 21.80% | 12/28 |
| 5 Year | 23-Oct-20 | 32504.50 | 225.04% | 26.57% | 25.48% | 11/25 |
| 10 Year | 23-Oct-15 | 43500.80 | 335.01% | 15.82% | 16.14% | 11/21 |
| Since Inception | 28-Oct-04 | 306550.00 | 2965.50% | 17.70% | 18.06% | 18/32 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 23-Oct-24 | 12000 | 13079.38 | 8.99 % | 17.06 % |
| 2 Year | 23-Oct-23 | 24000 | 28119.4 | 17.16 % | 16.03 % |
| 3 Year | 21-Oct-22 | 36000 | 49784.03 | 38.29 % | 22.2 % |
| 5 Year | 23-Oct-20 | 60000 | 102578.9 | 70.96 % | 21.58 % |
| 10 Year | 23-Oct-15 | 120000 | 320930.63 | 167.44 % | 18.69 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.24% | 1.55% | 0.36% | 14.59% | 7.98% | 8.08% | 27.72% | 22.58% | 26.57% |
| Nifty 50 | 0.09% | 2.87% | 2.66% | 6.42% | 9.50% | 5.96% | 15.86% | 13.74% | 16.75% |
| Benchmark: Nifty Midcap 150 TRI | -0.15% | 1.05% | 0.12% | 8.86% | 4.29% | 5.14% | 23.43% | 24.17% | 28.18% |
| Category Average | -0.09% | 0.74% | 0.51% | 9.89% | 2.17% | 3.24% | 23.09% | 21.80% | 25.48% |
| Category Rank | 7/31 | 7/32 | 18/31 | 4/31 | 2/30 | 3/30 | 4/30 | 12/28 | 11/25 |
| Best in Category | 0.88% | 2.25% | 5.01% | 17.66% | 8.03% | 13.86% | 33.07% | 28.46% | 33.00% |
| Worst in Category | -0.98% | -0.57% | -3.40% | -0.96% | -7.75% | -7.55% | 14.84% | 14.30% | 19.14% |