| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 04-Nov-25 | 10081.30 | 0.81% | - | 0.30% | 7/32 |
| 1 Month | 10-Oct-25 | 10128.90 | 1.29% | - | 1.67% | 23/33 |
| 3 Month | 12-Aug-25 | 10590.30 | 5.90% | - | 5.09% | 11/33 |
| 6 Month | 12-May-25 | 10657.20 | 6.57% | - | 7.68% | 21/31 |
| YTD | 01-Jan-25 | 10545.50 | 5.45% | - | 4.55% | 10/31 |
| 1 Year | 12-Nov-24 | 10839.30 | 8.39% | 8.39% | 6.49% | 9/31 |
| 2 Year | 10-Nov-23 | 15203.20 | 52.03% | 23.20% | 19.61% | 5/26 |
| 3 Year | 11-Nov-22 | 17758.60 | 77.59% | 21.06% | 18.36% | 6/26 |
| 5 Year | 12-Nov-20 | 27352.50 | 173.53% | 22.28% | 21.07% | 9/26 |
| 10 Year | 10-Nov-15 | 35755.20 | 257.55% | 13.57% | 15.15% | 16/19 |
| Since Inception | 08-Oct-95 | 1509788.40 | 14997.88% | 18.13% | 14.46% | 8/30 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 12-Nov-24 | 12000 | 12936.32 | 7.8 % | 14.71 % |
| 2 Year | 10-Nov-23 | 24000 | 27483.28 | 14.51 % | 13.58 % |
| 3 Year | 11-Nov-22 | 36000 | 47900.6 | 33.06 % | 19.41 % |
| 5 Year | 12-Nov-20 | 60000 | 96670.54 | 61.12 % | 19.13 % |
| 10 Year | 10-Nov-15 | 120000 | 282595.55 | 135.5 % | 16.32 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.44% | 1.29% | 5.90% | 6.57% | 6.07% | 8.39% | 23.20% | 21.06% | 22.28% |
| Nifty 50 | 0.70% | 2.34% | 5.67% | 3.82% | 9.44% | 8.34% | 15.10% | 12.12% | 15.30% |
| Benchmark: Nifty LargeMidcap 250 TRI | 0.69% | 2.70% | 6.50% | 7.98% | 8.07% | 9.17% | 19.79% | 18.99% | 22.32% |
| Category Average | 0.50% | 1.67% | 5.09% | 7.68% | 4.55% | 6.49% | 19.61% | 18.36% | 21.07% |
| Category Rank | 20/30 | 23/33 | 11/33 | 21/31 | 10/31 | 9/31 | 5/26 | 6/26 | 9/26 |
| Best in Category | 0.85% | 3.35% | 8.40% | 14.10% | 14.42% | 12.40% | 27.24% | 27.14% | 26.40% |
| Worst in Category | 0.11% | -0.86% | -2.72% | 2.29% | -2.83% | -0.43% | 13.90% | 13.08% | 15.71% |