| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 25-Nov-25 | 10088.60 | 0.89% | - | 0.74% | 1/3 |
| 1 Month | 31-Oct-25 | 10074.80 | 0.75% | - | 0.99% | 3/3 |
| 3 Month | 02-Sep-25 | 10393.00 | 3.93% | - | 4.80% | 3/3 |
| 6 Month | 02-Jun-25 | 10515.80 | 5.16% | - | 5.95% | 3/3 |
| YTD | 01-Jan-25 | 10381.10 | 3.81% | - | 6.15% | 3/3 |
| 1 Year | 02-Dec-24 | 10344.20 | 3.44% | 3.44% | 4.36% | 3/3 |
| 2 Year | 01-Dec-23 | 14684.90 | 46.85% | 21.12% | 19.22% | 1/3 |
| 3 Year | 02-Dec-22 | 17304.00 | 73.04% | 20.04% | 20.51% | 3/3 |
| 5 Year | 02-Dec-20 | 26001.60 | 160.02% | 21.05% | 23.56% | 3/3 |
| 10 Year | 02-Dec-15 | 51081.80 | 410.82% | 17.70% | 17.77% | 2/3 |
| Since Inception | 02-Jan-13 | 92767.70 | 827.68% | 18.81% | 18.03% | 1/2 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 02-Dec-24 | 12000 | 12759.92 | 6.33 % | 11.91 % |
| 2 Year | 01-Dec-23 | 24000 | 27143.36 | 13.1 % | 12.3 % |
| 3 Year | 02-Dec-22 | 36000 | 47668.01 | 32.41 % | 19.08 % |
| 5 Year | 02-Dec-20 | 60000 | 96564.12 | 60.94 % | 19.09 % |
| 10 Year | 02-Dec-15 | 120000 | 320365.43 | 166.97 % | 18.65 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.48% | -0.35% | 2.84% | 5.15% | 3.81% | 2.34% | 20.79% | 19.82% | 20.88% |
| Nifty 50 | -0.18% | 0.86% | 5.14% | 5.88% | 9.90% | 6.25% | 13.17% | 11.58% | 14.61% |
| Benchmark: BSE 500 TRI | 0.00% | 0.11% | 4.28% | 5.63% | 7.41% | 4.30% | 15.48% | 15.04% | 18.10% |
| Category Average | -0.45% | 0.10% | 3.74% | 5.95% | 5.75% | 3.28% | 18.97% | 20.34% | 23.37% |
| Category Rank | 2/2 | 3/3 | 3/3 | 3/3 | 3/3 | 3/3 | 1/3 | 3/3 | 3/3 |
| Best in Category | -0.41% | 0.66% | 4.54% | 7.05% | 7.41% | 4.20% | 20.79% | 21.11% | 26.80% |
| Worst in Category | -0.48% | -0.35% | 2.84% | 5.15% | 3.81% | 2.34% | 16.68% | 19.82% | 20.88% |