| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 07-Nov-25 | 10082.80 | 0.83% | - | 0.91% | 15/31 |
| 1 Month | 14-Oct-25 | 10200.00 | 2.00% | - | 2.16% | 19/31 |
| 3 Month | 14-Aug-25 | 10400.60 | 4.01% | - | 4.65% | 19/30 |
| 6 Month | 14-May-25 | 10576.90 | 5.77% | - | 8.84% | 27/30 |
| YTD | 01-Jan-25 | 10000.30 | - | - | 3.67% | 26/29 |
| 1 Year | 14-Nov-24 | 10553.60 | 5.54% | 5.54% | 8.91% | 25/29 |
| 2 Year | 13-Nov-23 | 14473.70 | 44.74% | 20.25% | 21.99% | 21/29 |
| 3 Year | 14-Nov-22 | 17657.90 | 76.58% | 20.85% | 22.85% | 19/27 |
| 5 Year | 13-Nov-20 | 26743.50 | 167.44% | 21.72% | 25.77% | 22/24 |
| Since Inception | 25-Jan-17 | 33108.50 | 231.08% | 14.56% | 20.41% | 30/31 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 14-Nov-24 | 12000 | 12695.65 | 5.8 % | 10.88 % |
| 2 Year | 13-Nov-23 | 24000 | 26848.53 | 11.87 % | 11.16 % |
| 3 Year | 14-Nov-22 | 36000 | 47387.6 | 31.63 % | 18.65 % |
| 5 Year | 13-Nov-20 | 60000 | 94654.28 | 57.76 % | 18.27 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.35% | 2.00% | 4.01% | 5.77% | 0.74% | 5.54% | 20.25% | 20.85% | 21.72% |
| Nifty 50 | 0.12% | 3.04% | 5.19% | 5.04% | 9.58% | 10.10% | 15.39% | 12.22% | 15.17% |
| Benchmark: Nifty Midcap 150 TRI | 0.05% | 3.48% | 6.40% | 8.65% | 6.22% | 11.71% | 21.48% | 24.07% | 27.10% |
| Category Average | 0.05% | 2.16% | 4.65% | 8.84% | 3.67% | 8.91% | 21.99% | 22.85% | 25.77% |
| Category Rank | 4/31 | 19/31 | 19/30 | 27/30 | 26/29 | 25/29 | 21/29 | 19/27 | 22/24 |
| Best in Category | 0.64% | 4.16% | 8.74% | 17.24% | 10.75% | 17.43% | 31.06% | 28.76% | 32.78% |
| Worst in Category | -0.23% | -0.08% | 0.72% | -1.11% | -7.69% | -0.11% | 13.59% | 15.05% | 19.44% |