| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 16-Oct-25 | 9988.90 | -0.11% | - | 0.11% | 22/31 |
| 1 Month | 23-Sep-25 | 10200.70 | 2.01% | - | 0.82% | 4/31 |
| 3 Month | 23-Jul-25 | 10140.80 | 1.41% | - | 0.81% | 9/30 |
| 6 Month | 23-Apr-25 | 11658.40 | 16.58% | - | 10.53% | 2/30 |
| YTD | 01-Jan-25 | 10875.60 | 8.76% | - | 3.00% | 1/29 |
| 1 Year | 23-Oct-24 | 11522.60 | 15.23% | 15.23% | 4.32% | 1/29 |
| 2 Year | 23-Oct-23 | 18163.30 | 81.63% | 34.72% | 24.46% | 1/29 |
| 3 Year | 21-Oct-22 | 22053.40 | 120.53% | 30.07% | 23.08% | 1/27 |
| 5 Year | 23-Oct-20 | 37008.70 | 270.09% | 29.90% | 26.75% | 5/24 |
| 10 Year | 23-Oct-15 | 62497.90 | 524.98% | 20.09% | 17.25% | 1/20 |
| Since Inception | 02-Jan-13 | 126866.20 | 1168.66% | 21.93% | 20.48% | 9/31 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 23-Oct-24 | 12000 | 13479.34 | 12.33 % | 23.58 % |
| 2 Year | 23-Oct-23 | 24000 | 30625.61 | 27.61 % | 25.36 % |
| 3 Year | 21-Oct-22 | 36000 | 55567.88 | 54.36 % | 30.28 % |
| 5 Year | 23-Oct-20 | 60000 | 118002.59 | 96.67 % | 27.41 % |
| 10 Year | 23-Oct-15 | 120000 | 411542.67 | 242.95 % | 23.29 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.04% | 2.01% | 1.41% | 16.58% | 9.07% | 15.23% | 34.72% | 30.07% | 29.90% |
| Nifty 50 | 0.09% | 2.87% | 2.66% | 6.42% | 9.50% | 5.96% | 15.86% | 13.74% | 16.75% |
| Benchmark: BSE Midcap 150 TRI | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
| Category Average | -0.07% | 0.82% | 0.81% | 10.53% | 3.00% | 4.32% | 24.46% | 23.08% | 26.75% |
| Category Rank | 16/31 | 4/31 | 9/30 | 2/30 | 1/29 | 1/29 | 1/29 | 1/27 | 5/24 |
| Best in Category | 0.89% | 2.36% | 5.47% | 18.64% | 9.07% | 15.23% | 34.72% | 30.07% | 34.49% |
| Worst in Category | -0.97% | -0.45% | -3.15% | -0.42% | -7.08% | -6.51% | 15.36% | 15.79% | 20.29% |