| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 07-Nov-25 | 10001.80 | 0.02% | - | 0.91% | 31/31 |
| 1 Month | 14-Oct-25 | 10097.20 | 0.97% | - | 2.16% | 24/31 |
| 3 Month | 14-Aug-25 | 10340.40 | 3.40% | - | 4.65% | 23/30 |
| 6 Month | 14-May-25 | 11290.50 | 12.90% | - | 8.84% | 5/30 |
| YTD | 01-Jan-25 | 10807.90 | 8.08% | - | 3.67% | 3/29 |
| 1 Year | 14-Nov-24 | 11742.90 | 17.43% | 17.43% | 8.91% | 1/29 |
| 2 Year | 13-Nov-23 | 17203.20 | 72.03% | 31.06% | 21.99% | 1/29 |
| 3 Year | 14-Nov-22 | 21362.40 | 113.62% | 28.76% | 22.85% | 1/27 |
| 5 Year | 13-Nov-20 | 35206.60 | 252.07% | 28.59% | 25.77% | 6/24 |
| 10 Year | 13-Nov-15 | 64290.20 | 542.90% | 20.43% | 17.76% | 1/20 |
| Since Inception | 02-Jan-13 | 126075.70 | 1160.76% | 21.76% | 20.41% | 9/31 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 14-Nov-24 | 12000 | 13477.23 | 12.31 % | 23.5 % |
| 2 Year | 13-Nov-23 | 24000 | 30019.44 | 25.08 % | 23.1 % |
| 3 Year | 14-Nov-22 | 36000 | 54217.68 | 50.6 % | 28.43 % |
| 5 Year | 13-Nov-20 | 60000 | 114661.94 | 91.1 % | 26.2 % |
| 10 Year | 13-Nov-15 | 120000 | 403034.58 | 235.86 % | 22.89 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.10% | 0.97% | 3.40% | 12.90% | 8.39% | 17.43% | 31.06% | 28.76% | 28.59% |
| Nifty 50 | 0.12% | 3.04% | 5.19% | 5.04% | 9.58% | 10.10% | 15.39% | 12.22% | 15.17% |
| 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 | 0.05% | 2.16% | 4.65% | 8.84% | 3.67% | 8.91% | 21.99% | 22.85% | 25.77% |
| Category Rank | 9/31 | 24/31 | 23/30 | 5/30 | 3/29 | 1/29 | 1/29 | 1/27 | 6/24 |
| Best in Category | 0.64% | 4.16% | 8.74% | 17.24% | 10.75% | 17.43% | 31.06% | 28.76% | 32.78% |
| Worst in Category | -0.23% | -0.08% | 0.72% | -1.11% | -7.69% | -0.11% | 13.59% | 15.05% | 19.44% |