Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
---|---|---|---|---|---|---|
1 Week | 08-Sep-25 | 10152.50 | 1.52% | - | 1.42% | 12/33 |
1 Month | 14-Aug-25 | 10324.60 | 3.25% | - | 2.45% | 7/33 |
3 Month | 13-Jun-25 | 10322.90 | 3.23% | - | 2.43% | 12/31 |
6 Month | 13-Mar-25 | 11908.30 | 19.08% | - | 17.84% | 7/31 |
YTD | 01-Jan-25 | 10529.00 | 5.29% | - | 3.27% | 7/31 |
1 Year | 13-Sep-24 | 9906.50 | -0.93% | -0.93% | -0.84% | 16/30 |
2 Year | 15-Sep-23 | 13405.90 | 34.06% | 15.76% | 19.06% | 22/26 |
3 Year | 15-Sep-22 | 15848.20 | 58.48% | 16.57% | 18.55% | 18/26 |
5 Year | 15-Sep-20 | 26874.80 | 168.75% | 21.85% | 23.48% | 19/26 |
10 Year | 15-Sep-15 | 55693.50 | 456.94% | 18.72% | 16.10% | 1/19 |
Since Inception | 02-Jan-13 | 121246.40 | 1112.46% | 21.69% | 15.58% | 3/31 |
Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
---|---|---|---|---|---|
1 Year | 13-Sep-24 | 12000 | 12781.49 | 6.51 % | 12.26 % |
2 Year | 15-Sep-23 | 24000 | 27169.15 | 13.2 % | 12.4 % |
3 Year | 15-Sep-22 | 36000 | 46153.41 | 28.2 % | 16.79 % |
5 Year | 15-Sep-20 | 60000 | 91403.31 | 52.34 % | 16.84 % |
10 Year | 15-Sep-15 | 120000 | 318294.99 | 165.25 % | 18.53 % |
Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
---|---|---|---|---|---|---|---|---|---|
This Fund | 0.19% | 3.25% | 3.23% | 19.08% | 5.59% | -0.93% | 15.76% | 16.57% | 21.85% |
Nifty 50 | -0.18% | 1.78% | 1.42% | 11.93% | 6.02% | -1.13% | 11.41% | 11.92% | 16.81% |
Benchmark: Nifty LargeMidcap 250 TRI | 0.19% | 2.58% | 1.69% | 17.44% | 4.62% | -1.50% | 17.26% | 17.48% | 23.06% |
Category Average | 0.23% | 2.45% | 2.43% | 17.84% | 3.27% | -0.84% | 19.06% | 18.55% | 23.48% |
Category Rank | 18/31 | 7/33 | 12/31 | 7/31 | 7/31 | 16/30 | 22/26 | 18/26 | 19/26 |
Best in Category | 0.71% | 4.95% | 6.29% | 27.82% | 11.37% | 7.20% | 30.06% | 28.02% | 30.22% |
Worst in Category | -0.01% | -1.77% | -1.89% | 11.24% | -2.36% | -11.34% | 12.17% | 13.64% | 18.14% |