| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 25-Nov-25 | 10060.30 | 0.60% | - | 0.71% | 23/33 |
| 1 Month | 31-Oct-25 | 9932.60 | -0.67% | - | 0.46% | 31/33 |
| 3 Month | 02-Sep-25 | 10298.60 | 2.99% | - | 4.29% | 28/33 |
| 6 Month | 02-Jun-25 | 10232.50 | 2.33% | - | 5.63% | 28/31 |
| YTD | 01-Jan-25 | 10053.30 | 0.53% | - | 5.65% | 26/31 |
| 1 Year | 02-Dec-24 | 10086.20 | 0.86% | 0.86% | 4.89% | 28/31 |
| 2 Year | 01-Dec-23 | 13877.60 | 38.78% | 17.75% | 18.00% | 15/26 |
| 3 Year | 02-Dec-22 | 16154.30 | 61.54% | 17.32% | 18.75% | 15/26 |
| 5 Year | 02-Dec-20 | 23908.70 | 139.09% | 19.03% | 21.07% | 22/26 |
| 10 Year | 02-Dec-15 | 46673.90 | 366.74% | 16.64% | 16.05% | 8/19 |
| Since Inception | 25-Feb-15 | 45049.20 | 350.49% | 14.99% | 15.58% | 23/30 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 02-Dec-24 | 12000 | 12531.34 | 4.43 % | 8.29 % |
| 2 Year | 01-Dec-23 | 24000 | 26348.43 | 9.79 % | 9.24 % |
| 3 Year | 02-Dec-22 | 36000 | 45799.56 | 27.22 % | 16.26 % |
| 5 Year | 02-Dec-20 | 60000 | 90298.6 | 50.5 % | 16.35 % |
| 10 Year | 02-Dec-15 | 120000 | 290287.01 | 141.91 % | 16.83 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.41% | -1.84% | 1.89% | 2.01% | 0.86% | -0.35% | 17.48% | 17.14% | 18.96% |
| Nifty 50 | -0.18% | 0.86% | 5.14% | 5.88% | 9.90% | 6.25% | 13.17% | 11.58% | 14.61% |
| Benchmark: Nifty LargeMidcap 250 TRI | -0.61% | -0.03% | 4.38% | 5.51% | 7.47% | 5.21% | 16.68% | 17.82% | 20.47% |
| Category Average | -0.63% | -0.76% | 3.08% | 5.36% | 5.06% | 3.49% | 17.64% | 18.51% | 20.90% |
| Category Rank | 3/30 | 29/32 | 24/33 | 29/31 | 26/31 | 26/31 | 15/26 | 16/26 | 21/26 |
| Best in Category | -0.12% | 1.16% | 5.50% | 10.04% | 14.55% | 10.67% | 25.32% | 26.12% | 26.24% |
| Worst in Category | -1.23% | -3.87% | -1.15% | 0.38% | -2.60% | -3.03% | 12.86% | 13.29% | 14.88% |