| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 13-Nov-25 | 9948.90 | -0.51% | - | -1.62% | 73/149 |
| 1 Month | 20-Oct-25 | 9938.50 | -0.61% | - | -0.50% | 98/148 |
| 3 Month | 20-Aug-25 | 10458.20 | 4.58% | - | 9.42% | 65/141 |
| 6 Month | 20-May-25 | 10780.90 | 7.81% | - | 16.71% | 73/129 |
| YTD | 01-Jan-25 | 11299.70 | 13.00% | - | 25.16% | 63/120 |
| 1 Year | 19-Nov-24 | 11504.20 | 15.04% | 15.00% | 25.22% | 61/120 |
| 2 Year | 20-Nov-23 | 14235.90 | 42.36% | 19.29% | 22.12% | 55/112 |
| 3 Year | 18-Nov-22 | 17366.60 | 73.67% | 20.14% | 19.34% | 42/104 |
| Since Inception | 05-Feb-21 | 22488.50 | 124.89% | 18.43% | 15.26% | 26/80 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 19-Nov-24 | 12000 | 13049.19 | 8.74 % | 16.49 % |
| 2 Year | 20-Nov-23 | 24000 | 27974.1 | 16.56 % | 15.46 % |
| 3 Year | 18-Nov-22 | 36000 | 47357.62 | 31.55 % | 18.6 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.02% | -0.61% | 4.58% | 7.81% | 13.27% | 15.00% | 19.29% | 20.14% | 0.00% |
| Nifty 50 | 0.54% | 1.35% | 4.56% | 6.11% | 10.77% | 11.34% | 15.30% | 12.64% | 15.28% |
| Benchmark: 90% CRISIL Hybrid 50 + 50 – Moderate Index + 10% of Domestic prices of Gold | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
| Category Average | -0.41% | -0.50% | 9.42% | 16.71% | 25.16% | 25.22% | 22.12% | 19.34% | 13.32% |
| Category Rank | 36/69 | 98/148 | 65/141 | 73/129 | 63/120 | 61/120 | 55/112 | 42/104 | 0/0 |
| Best in Category | 1.23% | 7.30% | 38.65% | 64.68% | 130.69% | 115.87% | 70.23% | 45.71% | 32.17% |
| Worst in Category | -2.41% | -11.02% | -2.11% | 1.40% | -10.03% | -6.43% | 7.07% | 5.50% | 0.47% |