| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 07-Nov-25 | 10035.00 | 0.35% | - | 0.83% | 28/29 |
| 1 Month | 14-Oct-25 | 10071.90 | 0.72% | - | 1.64% | 25/29 |
| 3 Month | 14-Aug-25 | 10270.00 | 2.70% | - | 3.50% | 22/29 |
| 6 Month | 14-May-25 | 10418.20 | 4.18% | - | 5.11% | 21/29 |
| YTD | 01-Jan-25 | 10456.70 | 4.57% | - | 5.47% | 18/29 |
| 1 Year | 14-Nov-24 | 10675.20 | 6.75% | 6.75% | 7.69% | 22/29 |
| 2 Year | 13-Nov-23 | 13192.60 | 31.93% | 14.82% | 15.60% | 19/29 |
| 3 Year | 14-Nov-22 | 14483.20 | 44.83% | 13.13% | 14.36% | 19/29 |
| 5 Year | 13-Nov-20 | 17810.80 | 78.11% | 12.22% | 16.08% | 26/28 |
| 10 Year | 13-Nov-15 | 25102.20 | 151.02% | 9.63% | 12.18% | 19/20 |
| Since Inception | 31-Mar-98 | 91237.30 | 812.37% | 8.33% | 13.19% | 29/29 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 14-Nov-24 | 12000 | 12671.94 | 5.6 % | 10.51 % |
| 2 Year | 13-Nov-23 | 24000 | 26361.54 | 9.84 % | 9.28 % |
| 3 Year | 14-Nov-22 | 36000 | 43330.06 | 20.36 % | 12.39 % |
| 5 Year | 13-Nov-20 | 60000 | 80249.86 | 33.75 % | 11.56 % |
| 10 Year | 13-Nov-15 | 120000 | 209431.64 | 74.53 % | 10.72 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.01% | 0.72% | 2.70% | 4.18% | 4.93% | 6.75% | 14.82% | 13.13% | 12.22% |
| Nifty 50 | 0.12% | 3.04% | 5.19% | 5.04% | 9.58% | 10.10% | 15.39% | 12.22% | 15.17% |
| Benchmark: CRISIL Hybrid 35+65 - Aggressive Index | 0.00% | 2.11% | 4.01% | 4.71% | 8.02% | 9.27% | 14.97% | 12.79% | 14.11% |
| Category Average | 0.06% | 1.64% | 3.50% | 5.11% | 5.47% | 7.69% | 15.60% | 14.36% | 16.08% |
| Category Rank | 17/27 | 25/29 | 22/29 | 21/29 | 18/29 | 22/29 | 19/29 | 19/29 | 26/28 |
| Best in Category | 0.31% | 2.69% | 5.38% | 8.79% | 12.87% | 15.82% | 19.82% | 19.35% | 24.70% |
| Worst in Category | -0.19% | -0.05% | 1.52% | 2.21% | -1.92% | 0.78% | 11.79% | 10.98% | 11.73% |