| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 04-Nov-25 | 9971.60 | -0.28% | - | 0.57% | 20/21 |
| 1 Month | 10-Oct-25 | 10049.90 | 0.50% | - | 2.32% | 21/21 |
| 3 Month | 12-Aug-25 | 10383.90 | 3.84% | - | 5.66% | 18/21 |
| 6 Month | 12-May-25 | 10399.60 | 4.00% | - | 7.29% | 20/21 |
| YTD | 01-Jan-25 | 9756.40 | -2.44% | - | 5.03% | 19/20 |
| 1 Year | 12-Nov-24 | 9775.80 | -2.24% | -2.24% | 5.36% | 20/20 |
| 2 Year | 10-Nov-23 | 13953.30 | 39.53% | 18.04% | 20.25% | 16/20 |
| 3 Year | 11-Nov-22 | 18813.20 | 88.13% | 23.40% | 20.42% | 3/19 |
| 5 Year | 12-Nov-20 | 29678.10 | 196.78% | 24.29% | 23.00% | 6/14 |
| 10 Year | 10-Nov-15 | 53233.90 | 432.34% | 18.17% | 15.91% | 1/12 |
| Since Inception | 02-Jan-13 | 75168.10 | 651.68% | 16.97% | 16.91% | 10/19 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 12-Nov-24 | 12000 | 12397.96 | 3.32 % | 6.18 % |
| 2 Year | 10-Nov-23 | 24000 | 25538.97 | 6.41 % | 6.08 % |
| 3 Year | 11-Nov-22 | 36000 | 45956.36 | 27.66 % | 16.48 % |
| 5 Year | 12-Nov-20 | 60000 | 98635.11 | 64.39 % | 19.95 % |
| 10 Year | 10-Nov-15 | 120000 | 324472.73 | 170.39 % | 18.89 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.81% | 0.50% | 3.84% | 4.00% | -2.07% | -2.24% | 18.04% | 23.40% | 24.29% |
| Nifty 50 | 0.70% | 2.34% | 5.67% | 3.82% | 9.44% | 8.34% | 15.10% | 12.12% | 15.30% |
| Benchmark: BSE 500 TRI | 0.00% | 1.57% | 5.11% | 5.86% | 6.77% | 6.92% | 17.95% | 15.57% | 19.20% |
| Category Average | 0.56% | 2.32% | 5.66% | 7.29% | 5.03% | 5.36% | 20.25% | 20.42% | 23.00% |
| Category Rank | 4/19 | 21/21 | 18/21 | 20/21 | 19/20 | 20/20 | 16/20 | 3/19 | 6/14 |
| Best in Category | 0.98% | 3.73% | 7.91% | 10.74% | 11.96% | 10.60% | 24.90% | 24.74% | 27.20% |
| Worst in Category | -0.01% | 0.50% | 3.03% | 3.40% | -5.37% | -2.24% | 15.72% | 15.22% | 19.02% |