Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
---|---|---|---|---|---|---|
1 Week | 07-Oct-25 | 9921.80 | -0.78% | - | -0.33% | 27/31 |
1 Month | 12-Sep-25 | 9948.60 | -0.51% | - | -0.15% | 19/31 |
3 Month | 14-Jul-25 | 9820.40 | -1.80% | - | 0.18% | 26/30 |
6 Month | 11-Apr-25 | 11272.00 | 12.72% | - | 17.17% | 27/30 |
YTD | 01-Jan-25 | 9882.40 | -1.18% | - | 1.47% | 22/29 |
1 Year | 14-Oct-24 | 9495.70 | -5.04% | -5.04% | -1.55% | 26/29 |
2 Year | 13-Oct-23 | 14759.00 | 47.59% | 21.42% | 21.49% | 16/29 |
3 Year | 14-Oct-22 | 19719.30 | 97.19% | 25.37% | 22.83% | 8/27 |
5 Year | 14-Oct-20 | 35843.50 | 258.43% | 29.07% | 26.74% | 7/24 |
Since Inception | 30-Jan-18 | 37275.40 | 272.75% | 18.61% | 20.22% | 23/31 |
Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
---|---|---|---|---|---|
1 Year | 14-Oct-24 | 12000 | 12433.21 | 3.61 % | 6.76 % |
2 Year | 13-Oct-23 | 24000 | 26766.34 | 11.53 % | 10.86 % |
3 Year | 14-Oct-22 | 36000 | 48632.17 | 35.09 % | 20.52 % |
5 Year | 14-Oct-20 | 60000 | 105010.28 | 75.02 % | 22.55 % |
Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
---|---|---|---|---|---|---|---|---|---|
This Fund | 0.94% | 0.12% | -1.72% | 11.24% | 0.33% | -4.24% | 21.96% | 25.74% | 29.62% |
Nifty 50 | 0.71% | 1.01% | 0.51% | 8.55% | 7.10% | 1.06% | 13.17% | 13.77% | 16.73% |
Benchmark: Nifty Midcap 150 TRI | 0.93% | 0.66% | -0.63% | 14.08% | 3.60% | -0.95% | 20.57% | 24.09% | 28.96% |
Category Average | 1.01% | 0.54% | 0.38% | 15.10% | 2.50% | -0.98% | 22.08% | 23.23% | 27.36% |
Category Rank | 21/31 | 22/31 | 26/30 | 27/30 | 22/29 | 25/29 | 16/29 | 8/27 | 7/24 |
Best in Category | 2.05% | 2.28% | 5.19% | 22.41% | 8.78% | 8.54% | 32.47% | 30.65% | 35.31% |
Worst in Category | 0.76% | -1.18% | -4.12% | 4.04% | -6.00% | -10.34% | 11.36% | 15.78% | 20.77% |