| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 04-Nov-25 | 10055.10 | 0.55% | - | 0.11% | 1/18 |
| 1 Month | 10-Oct-25 | 10143.40 | 1.43% | - | 0.61% | 1/18 |
| 3 Month | 11-Aug-25 | 10245.70 | 2.46% | - | 2.09% | 6/18 |
| 6 Month | 09-May-25 | 10418.20 | 4.18% | - | 4.03% | 7/18 |
| YTD | 01-Jan-25 | 10548.20 | 5.48% | - | 6.41% | 15/18 |
| 1 Year | 11-Nov-24 | 10620.10 | 6.20% | 6.20% | 6.94% | 13/18 |
| 2 Year | 10-Nov-23 | 11906.80 | 19.07% | 9.09% | 10.59% | 16/18 |
| 3 Year | 11-Nov-22 | 12468.40 | 24.68% | 7.62% | 9.92% | 18/18 |
| 5 Year | 11-Nov-20 | 14150.50 | 41.51% | 7.19% | 9.80% | 17/17 |
| 10 Year | 10-Nov-15 | 20597.10 | 105.97% | 7.48% | 8.78% | 16/17 |
| Since Inception | 09-Jan-13 | 26174.30 | 161.74% | 7.78% | 9.34% | 17/18 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 11-Nov-24 | 12000 | 12459.71 | 3.83 % | 7.14 % |
| 2 Year | 10-Nov-23 | 24000 | 25938.09 | 8.08 % | 7.64 % |
| 3 Year | 11-Nov-22 | 36000 | 40622.16 | 12.84 % | 7.99 % |
| 5 Year | 11-Nov-20 | 60000 | 72236.96 | 20.39 % | 7.35 % |
| 10 Year | 10-Nov-15 | 120000 | 176063.88 | 46.72 % | 7.44 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.24% | 1.43% | 2.46% | 4.18% | 5.56% | 6.20% | 9.09% | 7.62% | 7.19% |
| Nifty 50 | 0.47% | 1.62% | 4.51% | 7.03% | 8.67% | 6.44% | 14.97% | 11.87% | 15.04% |
| Benchmark: CRISIL Hybrid 85+15 - Conservative Index | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
| Category Average | 0.08% | 0.61% | 2.09% | 4.03% | 6.41% | 6.94% | 10.59% | 9.92% | 9.80% |
| Category Rank | 1/18 | 1/18 | 6/18 | 7/18 | 15/18 | 13/18 | 16/18 | 18/18 | 17/17 |
| Best in Category | 0.24% | 1.43% | 2.89% | 5.70% | 9.48% | 10.07% | 12.00% | 11.98% | 11.89% |
| Worst in Category | -0.10% | -0.89% | 0.40% | 1.36% | 3.56% | 4.66% | 8.55% | 7.62% | 7.19% |