| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 07-Nov-25 | 10073.30 | 0.73% | - | 0.91% | 20/31 |
| 1 Month | 14-Oct-25 | 10237.90 | 2.38% | - | 2.16% | 15/31 |
| 3 Month | 14-Aug-25 | 10426.40 | 4.26% | - | 4.65% | 18/30 |
| 6 Month | 14-May-25 | 10866.30 | 8.66% | - | 8.84% | 16/30 |
| YTD | 01-Jan-25 | 10517.70 | 5.18% | - | 3.67% | 8/29 |
| 1 Year | 14-Nov-24 | 10977.50 | 9.78% | 9.77% | 8.91% | 11/29 |
| 2 Year | 13-Nov-23 | 15180.10 | 51.80% | 23.14% | 21.99% | 11/29 |
| 3 Year | 14-Nov-22 | 20179.30 | 101.79% | 26.34% | 22.85% | 7/27 |
| 5 Year | 13-Nov-20 | 35702.10 | 257.02% | 28.95% | 25.77% | 4/24 |
| 10 Year | 13-Nov-15 | 59069.10 | 490.69% | 19.41% | 17.76% | 6/20 |
| Since Inception | 02-Jan-13 | 92424.80 | 824.25% | 18.86% | 20.41% | 23/31 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 14-Nov-24 | 12000 | 13097.15 | 9.14 % | 17.31 % |
| 2 Year | 13-Nov-23 | 24000 | 27909.43 | 16.29 % | 15.21 % |
| 3 Year | 14-Nov-22 | 36000 | 50333.62 | 39.82 % | 22.98 % |
| 5 Year | 13-Nov-20 | 60000 | 108772.75 | 81.29 % | 24 % |
| 10 Year | 13-Nov-15 | 120000 | 383919.26 | 219.93 % | 22 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.01% | 2.38% | 4.26% | 8.66% | 5.41% | 9.77% | 23.14% | 26.34% | 28.95% |
| Nifty 50 | 0.12% | 3.04% | 5.19% | 5.04% | 9.58% | 10.10% | 15.39% | 12.22% | 15.17% |
| Benchmark: Nifty Midcap 150 TRI | 0.05% | 3.48% | 6.40% | 8.65% | 6.22% | 11.71% | 21.48% | 24.07% | 27.10% |
| Category Average | 0.05% | 2.16% | 4.65% | 8.84% | 3.67% | 8.91% | 21.99% | 22.85% | 25.77% |
| Category Rank | 15/31 | 15/31 | 18/30 | 16/30 | 8/29 | 11/29 | 11/29 | 7/27 | 4/24 |
| Best in Category | 0.64% | 4.16% | 8.74% | 17.24% | 10.75% | 17.43% | 31.06% | 28.76% | 32.78% |
| Worst in Category | -0.23% | -0.08% | 0.72% | -1.11% | -7.69% | -0.11% | 13.59% | 15.05% | 19.44% |