| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 28-Nov-25 | 9771.30 | -2.29% | - | -0.49% | 27/28 |
| 1 Month | 04-Nov-25 | 9751.90 | -2.48% | - | 0.32% | 27/28 |
| 3 Month | 05-Sep-25 | 9694.20 | -3.06% | - | 3.77% | 28/28 |
| 6 Month | 05-Jun-25 | 9716.50 | -2.83% | - | 4.56% | 28/28 |
| YTD | 01-Jan-25 | 9497.40 | -5.03% | - | 6.01% | 28/28 |
| 1 Year | 05-Dec-24 | 9463.90 | -5.36% | -5.36% | 2.39% | 27/28 |
| 2 Year | 05-Dec-23 | 14543.70 | 45.44% | 20.57% | 15.24% | 3/27 |
| 3 Year | 05-Dec-22 | 18186.30 | 81.86% | 22.04% | 16.40% | 2/26 |
| 5 Year | 04-Dec-20 | 26558.60 | 165.59% | 21.55% | 18.30% | 4/23 |
| Since Inception | 29-Sep-20 | 29480.00 | 194.80% | 23.18% | 16.65% | 2/26 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 05-Dec-24 | 12000 | 12022.1 | 0.18 % | 0.34 % |
| 2 Year | 05-Dec-23 | 24000 | 26060.58 | 8.59 % | 8.12 % |
| 3 Year | 05-Dec-22 | 36000 | 47944.54 | 33.18 % | 19.49 % |
| 5 Year | 04-Dec-20 | 60000 | 97218.05 | 62.03 % | 19.37 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.07% | -2.48% | -3.06% | -2.83% | -4.07% | -5.36% | 20.57% | 22.04% | 21.55% |
| Nifty 50 | 0.59% | 2.30% | 5.84% | 5.80% | 10.75% | 5.98% | 12.04% | 11.86% | 14.56% |
| Benchmark: BSE 500 TRI | 0.00% | 0.35% | 4.11% | 4.28% | 7.07% | 2.90% | 13.85% | 14.93% | 17.83% |
| Category Average | 0.34% | 0.32% | 3.77% | 4.56% | 6.01% | 2.39% | 15.24% | 16.40% | 18.30% |
| Category Rank | 24/26 | 27/28 | 28/28 | 28/28 | 28/28 | 27/28 | 3/27 | 2/26 | 4/23 |
| Best in Category | 0.90% | 2.77% | 7.37% | 9.92% | 16.45% | 14.45% | 23.99% | 23.35% | 27.30% |
| Worst in Category | -0.24% | -3.07% | -3.06% | -2.83% | -4.07% | -6.63% | 6.42% | 9.31% | 10.76% |