| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 12-Nov-25 | 9970.70 | -0.29% | - | 0.37% | 309/352 |
| 1 Month | 17-Oct-25 | 10114.90 | 1.15% | - | 0.81% | 136/351 |
| 3 Month | 19-Aug-25 | 10431.00 | 4.31% | - | 3.45% | 122/342 |
| 6 Month | 19-May-25 | 10803.00 | 8.03% | - | 4.36% | 24/318 |
| YTD | 01-Jan-25 | 11975.10 | 19.75% | - | 6.82% | 11/282 |
| 1 Year | 19-Nov-24 | 12142.10 | 21.42% | 21.42% | 8.72% | 11/266 |
| 2 Year | 17-Nov-23 | 14401.10 | 44.01% | 19.91% | 13.60% | 30/187 |
| 3 Year | 18-Nov-22 | 18218.30 | 82.18% | 22.09% | 14.54% | 17/123 |
| Since Inception | 29-Jul-22 | 18095.10 | 80.95% | 19.61% | 10.32% | 37/342 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 19-Nov-24 | 12000 | 13408.26 | 11.74 % | 22.34 % |
| 2 Year | 17-Nov-23 | 24000 | 28562.91 | 19.01 % | 17.66 % |
| 3 Year | 18-Nov-22 | 36000 | 49256.22 | 36.82 % | 21.41 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.11% | 1.15% | 4.31% | 8.03% | 20.65% | 21.42% | 19.91% | 22.09% | 0.00% |
| Nifty 50 | 0.55% | 1.33% | 4.29% | 4.44% | 10.18% | 10.78% | 14.84% | 12.46% | 15.32% |
| Benchmark: BSE Financials ex Bank 30 TRI | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
| Category Average | 0.28% | 1.09% | 3.39% | 4.56% | 7.09% | 8.78% | 13.70% | 14.60% | 17.82% |
| Category Rank | 321/350 | 136/351 | 122/342 | 24/318 | 11/282 | 11/266 | 30/187 | 17/123 | 0/0 |
| Best in Category | 2.98% | 12.35% | 24.11% | 30.34% | 59.18% | 60.33% | 29.67% | 35.09% | 26.28% |
| Worst in Category | -0.57% | -5.27% | -4.31% | -11.78% | -12.74% | -9.47% | 7.34% | 7.16% | 15.13% |