| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 07-Nov-25 | 10056.70 | 0.57% | - | 0.85% | 24/29 |
| 1 Month | 14-Oct-25 | 10070.70 | 0.71% | - | 1.74% | 26/29 |
| 3 Month | 14-Aug-25 | 10191.40 | 1.91% | - | 3.80% | 29/29 |
| 6 Month | 14-May-25 | 10330.70 | 3.31% | - | 5.74% | 28/29 |
| YTD | 01-Jan-25 | 10121.40 | 1.21% | - | 6.57% | 27/29 |
| 1 Year | 14-Nov-24 | 10591.00 | 5.91% | 5.91% | 8.98% | 27/29 |
| 2 Year | 13-Nov-23 | 14226.90 | 42.27% | 19.22% | 17.00% | 4/29 |
| 3 Year | 14-Nov-22 | 16302.00 | 63.02% | 17.67% | 15.74% | 6/29 |
| 5 Year | 13-Nov-20 | 21682.10 | 116.82% | 16.72% | 17.48% | 13/28 |
| Since Inception | 30-Jun-18 | 25499.00 | 154.99% | 13.52% | 14.21% | 17/28 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 14-Nov-24 | 12000 | 12499.25 | 4.16 % | 7.77 % |
| 2 Year | 13-Nov-23 | 24000 | 26756.69 | 11.49 % | 10.81 % |
| 3 Year | 14-Nov-22 | 36000 | 45625.65 | 26.74 % | 15.98 % |
| 5 Year | 13-Nov-20 | 60000 | 88657.82 | 47.76 % | 15.6 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.11% | 0.71% | 1.91% | 3.31% | 1.38% | 5.91% | 19.22% | 17.67% | 16.72% |
| Nifty 50 | 0.12% | 3.04% | 5.19% | 5.04% | 9.58% | 10.10% | 15.39% | 12.22% | 15.17% |
| Benchmark: CRISIL Hybrid 35+65 - Aggressive Index | 0.00% | 2.11% | 4.01% | 4.71% | 8.02% | 9.27% | 14.97% | 12.79% | 14.11% |
| Category Average | 0.06% | 1.74% | 3.80% | 5.74% | 6.57% | 8.98% | 17.00% | 15.74% | 17.48% |
| Category Rank | 25/27 | 26/29 | 29/29 | 28/29 | 27/29 | 27/29 | 4/29 | 6/29 | 13/28 |
| Best in Category | 0.31% | 2.78% | 5.72% | 9.35% | 13.51% | 16.59% | 20.54% | 21.18% | 25.39% |
| Worst in Category | -0.18% | 0.04% | 1.91% | 2.76% | -0.81% | 2.42% | 13.64% | 12.25% | 13.34% |