| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 11-Nov-25 | 10038.00 | 0.38% | - | 0.51% | 22/33 |
| 1 Month | 17-Oct-25 | 9994.40 | -0.06% | - | 0.81% | 27/33 |
| 3 Month | 18-Aug-25 | 10191.60 | 1.92% | - | 3.32% | 27/33 |
| 6 Month | 16-May-25 | 10253.30 | 2.53% | - | 5.53% | 28/31 |
| YTD | 01-Jan-25 | 9966.10 | -0.34% | - | 4.61% | 27/31 |
| 1 Year | 18-Nov-24 | 10430.50 | 4.30% | 4.30% | 8.65% | 29/31 |
| 2 Year | 17-Nov-23 | 13993.40 | 39.93% | 18.24% | 18.51% | 14/26 |
| 3 Year | 18-Nov-22 | 16012.80 | 60.13% | 16.98% | 18.69% | 17/26 |
| 5 Year | 18-Nov-20 | 22973.80 | 129.74% | 18.09% | 20.44% | 21/26 |
| 10 Year | 18-Nov-15 | 41267.50 | 312.68% | 15.22% | 15.22% | 12/19 |
| Since Inception | 25-Feb-15 | 39090.20 | 290.90% | 13.54% | 14.43% | 23/30 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 18-Nov-24 | 12000 | 12456.71 | 3.81 % | 7.1 % |
| 2 Year | 17-Nov-23 | 24000 | 26298.55 | 9.58 % | 9.04 % |
| 3 Year | 18-Nov-22 | 36000 | 45293.92 | 25.82 % | 15.47 % |
| 5 Year | 18-Nov-20 | 60000 | 88110.83 | 46.85 % | 15.34 % |
| 10 Year | 18-Nov-15 | 120000 | 269336.98 | 124.45 % | 15.43 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.60% | -0.06% | 1.92% | 2.53% | 0.40% | 4.30% | 18.24% | 16.98% | 18.09% |
| Nifty 50 | -0.40% | 0.78% | 4.15% | 3.56% | 9.58% | 10.47% | 14.55% | 12.26% | 14.89% |
| Benchmark: Nifty LargeMidcap 250 TRI | -0.53% | 1.74% | 4.71% | 5.79% | 8.00% | 11.34% | 18.80% | 19.37% | 21.55% |
| Category Average | -0.56% | 0.81% | 3.32% | 5.53% | 4.61% | 8.65% | 18.51% | 18.69% | 20.44% |
| Category Rank | 21/30 | 27/33 | 27/33 | 28/31 | 27/31 | 29/31 | 14/26 | 17/26 | 21/26 |
| Best in Category | -0.24% | 2.97% | 5.91% | 11.13% | 14.15% | 14.55% | 26.21% | 27.27% | 25.74% |
| Worst in Category | -0.90% | -1.29% | -3.12% | 0.87% | -1.39% | 1.73% | 12.55% | 12.98% | 14.87% |