| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 04-Nov-25 | 9911.50 | -0.89% | - | -0.61% | 32/34 |
| 1 Month | 10-Oct-25 | 9891.50 | -1.08% | - | 0.73% | 33/35 |
| 3 Month | 12-Aug-25 | 10134.40 | 1.34% | - | 4.05% | 34/35 |
| 6 Month | 12-May-25 | 10286.90 | 2.87% | - | 11.20% | 32/33 |
| YTD | 01-Jan-25 | 9506.10 | -4.94% | - | 2.22% | 29/32 |
| 1 Year | 12-Nov-24 | 10027.30 | 0.27% | 0.27% | 3.21% | 28/31 |
| 2 Year | 10-Nov-23 | 13682.80 | 36.83% | 16.90% | 18.34% | 22/26 |
| 3 Year | 11-Nov-22 | 16384.30 | 63.84% | 17.85% | 18.29% | 12/18 |
| 5 Year | 12-Nov-20 | 25474.40 | 154.74% | 20.55% | 21.03% | 8/11 |
| 10 Year | 10-Nov-15 | 37883.40 | 278.83% | 14.23% | 15.42% | 7/7 |
| Since Inception | 17-Mar-08 | 128514.40 | 1185.14% | 15.55% | 14.90% | 20/34 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 12-Nov-24 | 12000 | 12266.17 | 2.22 % | 4.12 % |
| 2 Year | 10-Nov-23 | 24000 | 25898.26 | 7.91 % | 7.48 % |
| 3 Year | 11-Nov-22 | 36000 | 44683.79 | 24.12 % | 14.51 % |
| 5 Year | 12-Nov-20 | 60000 | 88966.02 | 48.28 % | 15.73 % |
| 10 Year | 10-Nov-15 | 120000 | 270211.56 | 125.18 % | 15.49 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.42% | -1.09% | 1.34% | 2.87% | -4.43% | 0.27% | 16.90% | 17.85% | 20.55% |
| Nifty 50 | 0.70% | 2.34% | 5.67% | 3.82% | 9.44% | 8.34% | 15.10% | 12.12% | 15.30% |
| Benchmark: NIFTY 500 Multicap 50:25:25 Total Return Index | 0.68% | 1.97% | 5.51% | 7.77% | 5.68% | 6.84% | 18.64% | 18.75% | 22.56% |
| Category Average | 0.59% | 1.32% | 4.76% | 8.03% | 2.82% | 4.94% | 18.60% | 18.51% | 21.17% |
| Category Rank | 30/35 | 33/35 | 34/35 | 32/33 | 29/32 | 28/31 | 22/26 | 12/18 | 8/11 |
| Best in Category | 1.34% | 2.97% | 8.27% | 13.45% | 8.25% | 13.09% | 23.89% | 23.11% | 28.28% |
| Worst in Category | 0.16% | -1.96% | -2.98% | 0.55% | -5.89% | -6.37% | 11.06% | 11.16% | 12.91% |