| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 28-Nov-25 | 9995.10 | -0.05% | - | -0.37% | 5/29 |
| 1 Month | 04-Nov-25 | 10083.40 | 0.83% | - | 0.47% | 11/28 |
| 3 Month | 05-Sep-25 | 10465.40 | 4.65% | - | 3.35% | 4/29 |
| 6 Month | 05-Jun-25 | 10564.80 | 5.65% | - | 4.04% | 3/29 |
| YTD | 01-Jan-25 | 10999.60 | 10.00% | - | 6.69% | 4/29 |
| 1 Year | 05-Dec-24 | 10688.80 | 6.89% | 6.89% | 4.17% | 4/29 |
| 2 Year | 05-Dec-23 | 13107.60 | 31.08% | 14.47% | 14.28% | 13/29 |
| 3 Year | 05-Dec-22 | 15014.00 | 50.14% | 14.49% | 14.99% | 15/29 |
| 5 Year | 04-Dec-20 | 20712.50 | 107.12% | 15.66% | 16.46% | 16/28 |
| 10 Year | 04-Dec-15 | 39862.20 | 298.62% | 14.81% | 13.33% | 4/20 |
| Since Inception | 29-Jul-15 | 39041.00 | 290.41% | 14.05% | 14.13% | 15/28 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 05-Dec-24 | 12000 | 12936.53 | 7.8 % | 14.75 % |
| 2 Year | 05-Dec-23 | 24000 | 27042.86 | 12.68 % | 11.92 % |
| 3 Year | 05-Dec-22 | 36000 | 44685.41 | 24.13 % | 14.53 % |
| 5 Year | 04-Dec-20 | 60000 | 85508.64 | 42.51 % | 14.13 % |
| 10 Year | 04-Dec-15 | 120000 | 259852.48 | 116.54 % | 14.77 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.43% | 0.83% | 4.65% | 5.65% | 10.37% | 6.89% | 14.47% | 14.49% | 15.66% |
| Nifty 50 | 0.59% | 2.30% | 5.84% | 5.80% | 10.75% | 5.98% | 12.04% | 11.86% | 14.56% |
| Benchmark: CRISIL Hybrid 35+65 - Aggressive Index | 0.40% | 1.10% | 4.12% | 4.14% | 8.57% | 5.70% | 12.47% | 12.39% | 13.47% |
| Category Average | 0.28% | 0.47% | 3.35% | 4.04% | 6.69% | 4.17% | 14.28% | 14.99% | 16.46% |
| Category Rank | 7/28 | 11/28 | 4/29 | 3/29 | 4/29 | 4/29 | 13/29 | 15/29 | 16/28 |
| Best in Category | 0.58% | 1.90% | 5.06% | 7.13% | 14.26% | 10.87% | 17.78% | 19.42% | 23.46% |
| Worst in Category | -0.23% | -1.69% | 0.49% | -1.79% | -2.21% | -3.89% | 11.25% | 11.74% | 12.43% |