| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 24-Nov-25 | 10129.90 | 1.30% | - | 0.85% | 1/29 |
| 1 Month | 31-Oct-25 | 10042.60 | 0.43% | - | 0.70% | 24/29 |
| 3 Month | 01-Sep-25 | 10426.70 | 4.27% | - | 4.04% | 14/29 |
| 6 Month | 30-May-25 | 10387.60 | 3.88% | - | 4.96% | 23/29 |
| YTD | 01-Jan-25 | 10643.50 | 6.43% | - | 7.02% | 17/29 |
| 1 Year | 29-Nov-24 | 10563.40 | 5.63% | 5.60% | 6.54% | 20/29 |
| 2 Year | 01-Dec-23 | 13203.00 | 32.03% | 14.88% | 15.40% | 19/29 |
| 3 Year | 01-Dec-22 | 14777.70 | 47.78% | 13.89% | 15.08% | 20/29 |
| 5 Year | 01-Dec-20 | 18497.60 | 84.98% | 13.08% | 16.79% | 27/28 |
| 10 Year | 01-Dec-15 | 27768.50 | 177.68% | 10.74% | 13.21% | 20/20 |
| Since Inception | 03-Jan-13 | 38085.10 | 280.85% | 10.91% | 14.18% | 28/28 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 29-Nov-24 | 12000 | 12812.92 | 6.77 % | 12.76 % |
| 2 Year | 01-Dec-23 | 24000 | 26606.46 | 10.86 % | 10.25 % |
| 3 Year | 01-Dec-22 | 36000 | 44150.56 | 22.64 % | 13.7 % |
| 5 Year | 01-Dec-20 | 60000 | 82893.85 | 38.16 % | 12.88 % |
| 10 Year | 01-Dec-15 | 120000 | 223894.82 | 86.58 % | 11.98 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.06% | 0.43% | 4.27% | 3.88% | 6.80% | 5.60% | 14.88% | 13.89% | 13.08% |
| Nifty 50 | -0.10% | 1.76% | 6.30% | 5.76% | 10.70% | 8.43% | 13.62% | 11.63% | 14.82% |
| Benchmark: CRISIL Hybrid 35+65 - Aggressive Index | 0.00% | 1.10% | 4.73% | 4.51% | 8.68% | 7.67% | 13.60% | 12.37% | 13.72% |
| Category Average | -0.06% | 0.70% | 4.04% | 4.96% | 7.02% | 6.54% | 15.40% | 15.08% | 16.79% |
| Category Rank | 4/28 | 24/29 | 14/29 | 23/29 | 17/29 | 20/29 | 19/29 | 20/29 | 27/28 |
| Best in Category | 0.21% | 1.90% | 5.46% | 8.60% | 14.43% | 12.81% | 19.02% | 19.95% | 24.36% |
| Worst in Category | -0.31% | -0.71% | 2.00% | 1.14% | -1.00% | -0.04% | 12.14% | 11.70% | 12.64% |