| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 04-Nov-25 | 10121.20 | 1.21% | - | 0.28% | 1/31 |
| 1 Month | 10-Oct-25 | 10306.40 | 3.06% | - | 1.85% | 7/31 |
| 3 Month | 12-Aug-25 | 10708.50 | 7.08% | - | 5.58% | 5/30 |
| 6 Month | 12-May-25 | 10804.50 | 8.04% | - | 10.61% | 24/30 |
| YTD | 01-Jan-25 | 10272.30 | 2.72% | - | 3.94% | 20/29 |
| 1 Year | 12-Nov-24 | 10566.70 | 5.67% | 5.67% | 7.10% | 21/29 |
| 2 Year | 10-Nov-23 | 15218.20 | 52.18% | 23.26% | 22.45% | 14/29 |
| 3 Year | 11-Nov-22 | 20029.40 | 100.29% | 26.00% | 22.88% | 8/27 |
| 5 Year | 12-Nov-20 | 35932.60 | 259.33% | 29.13% | 26.05% | 5/24 |
| Since Inception | 30-Jan-18 | 38745.80 | 287.46% | 18.99% | 20.50% | 22/31 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 12-Nov-24 | 12000 | 12969.29 | 8.08 % | 15.24 % |
| 2 Year | 10-Nov-23 | 24000 | 27387.96 | 14.12 % | 13.22 % |
| 3 Year | 11-Nov-22 | 36000 | 49659.55 | 37.94 % | 21.99 % |
| 5 Year | 12-Nov-20 | 60000 | 106790.05 | 77.98 % | 23.23 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.27% | 2.88% | 6.22% | 7.61% | 3.04% | 7.90% | 22.55% | 25.86% | 28.86% |
| Nifty 50 | 0.01% | 2.58% | 5.12% | 5.29% | 9.45% | 9.85% | 15.35% | 12.11% | 15.25% |
| Benchmark: Nifty Midcap 150 TRI | -0.32% | 2.71% | 6.12% | 9.99% | 6.17% | 12.20% | 21.48% | 23.98% | 27.23% |
| Category Average | -0.31% | 1.55% | 4.55% | 9.93% | 3.62% | 9.33% | 21.99% | 22.74% | 25.78% |
| Category Rank | 11/31 | 6/31 | 6/30 | 24/30 | 20/29 | 21/29 | 14/29 | 8/27 | 5/24 |
| Best in Category | 0.08% | 3.63% | 8.58% | 18.24% | 10.77% | 18.10% | 31.04% | 28.65% | 32.81% |
| Worst in Category | -0.71% | -0.82% | 1.05% | 0.54% | -7.68% | 0.13% | 13.64% | 14.98% | 19.43% |