| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 25-Nov-25 | 10023.40 | 0.23% | - | 0.59% | 27/32 |
| 1 Month | 31-Oct-25 | 10039.00 | 0.39% | - | 0.23% | 16/31 |
| 3 Month | 02-Sep-25 | 10389.10 | 3.89% | - | 3.25% | 14/32 |
| 6 Month | 02-Jun-25 | 10411.20 | 4.11% | - | 5.44% | 22/31 |
| YTD | 01-Jan-25 | 10057.80 | 0.58% | - | 2.73% | 22/30 |
| 1 Year | 02-Dec-24 | 9999.40 | -0.01% | -0.01% | 2.83% | 23/30 |
| 2 Year | 01-Dec-23 | 13875.00 | 38.75% | 17.74% | 17.71% | 16/30 |
| 3 Year | 02-Dec-22 | 18502.40 | 85.02% | 22.74% | 20.59% | 10/30 |
| 5 Year | 02-Dec-20 | 30552.20 | 205.52% | 25.01% | 22.63% | 7/25 |
| Since Inception | 30-Jan-18 | 33780.60 | 237.81% | 16.79% | 17.87% | 21/32 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 02-Dec-24 | 12000 | 12676.18 | 5.63 % | 10.58 % |
| 2 Year | 01-Dec-23 | 24000 | 26197 | 9.15 % | 8.66 % |
| 3 Year | 02-Dec-22 | 36000 | 47150.21 | 30.97 % | 18.31 % |
| 5 Year | 02-Dec-20 | 60000 | 99118.11 | 65.2 % | 20.16 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.80% | -1.09% | 2.49% | 3.67% | 0.35% | -1.47% | 17.24% | 22.39% | 24.79% |
| Nifty 50 | -0.18% | 0.86% | 5.14% | 5.88% | 9.90% | 6.25% | 13.17% | 11.58% | 14.61% |
| Benchmark: Nifty Midcap 150 TRI | -0.89% | -0.33% | 4.07% | 4.97% | 5.29% | 4.54% | 17.80% | 22.33% | 24.72% |
| Category Average | -0.81% | -1.30% | 1.83% | 4.74% | 1.92% | 1.22% | 17.22% | 20.25% | 22.38% |
| Category Rank | 15/32 | 17/32 | 15/32 | 22/31 | 22/30 | 22/30 | 17/30 | 10/30 | 6/25 |
| Best in Category | -0.29% | 0.33% | 5.01% | 12.73% | 8.58% | 8.82% | 26.50% | 25.98% | 29.21% |
| Worst in Category | -1.25% | -3.06% | -3.09% | -2.30% | -9.37% | -7.33% | 8.96% | 11.86% | 16.48% |