| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 24-Nov-25 | 10081.50 | 0.82% | - | 0.54% | 3/29 |
| 1 Month | 31-Oct-25 | 10044.00 | 0.44% | - | 0.40% | 15/29 |
| 3 Month | 01-Sep-25 | 10259.70 | 2.60% | - | 3.78% | 24/29 |
| 6 Month | 30-May-25 | 10482.70 | 4.83% | - | 4.57% | 13/29 |
| YTD | 01-Jan-25 | 10669.70 | 6.70% | - | 6.70% | 13/29 |
| 1 Year | 29-Nov-24 | 10766.20 | 7.66% | 7.62% | 5.70% | 8/29 |
| 2 Year | 01-Dec-23 | 12961.20 | 29.61% | 13.83% | 15.20% | 22/29 |
| 3 Year | 01-Dec-22 | 14523.70 | 45.24% | 13.23% | 15.01% | 23/29 |
| 5 Year | 01-Dec-20 | 18981.00 | 89.81% | 13.67% | 16.70% | 25/28 |
| 10 Year | 01-Dec-15 | 28024.90 | 180.25% | 10.85% | 13.20% | 19/20 |
| Since Inception | 02-Jan-13 | 43050.20 | 330.50% | 11.96% | 14.15% | 27/29 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 29-Nov-24 | 12000 | 12707.57 | 5.9 % | 11.08 % |
| 2 Year | 01-Dec-23 | 24000 | 26685.35 | 11.19 % | 10.55 % |
| 3 Year | 01-Dec-22 | 36000 | 43693.11 | 21.37 % | 12.98 % |
| 5 Year | 01-Dec-20 | 60000 | 81915.17 | 36.53 % | 12.4 % |
| 10 Year | 01-Dec-15 | 120000 | 224276.89 | 86.9 % | 12.01 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.00% | 0.44% | 2.98% | 4.88% | 7.24% | 6.91% | 13.83% | 13.23% | 13.67% |
| Nifty 50 | -0.55% | 1.21% | 5.91% | 5.32% | 10.10% | 7.23% | 13.29% | 11.65% | 14.69% |
| Benchmark: CRISIL Hybrid 35+65 - Aggressive Index | -0.23% | 0.77% | 4.38% | 4.12% | 8.32% | 6.78% | 13.39% | 12.32% | 13.61% |
| Category Average | -0.30% | 0.40% | 3.78% | 4.57% | 6.70% | 5.70% | 15.20% | 15.01% | 16.70% |
| Category Rank | 0/0 | 15/29 | 24/29 | 13/29 | 13/29 | 8/29 | 22/29 | 23/29 | 25/28 |
| Best in Category | -0.14% | 1.64% | 5.30% | 7.63% | 14.24% | 12.28% | 18.89% | 19.80% | 24.14% |
| Worst in Category | -0.42% | -0.98% | 1.41% | 0.63% | -1.33% | -1.07% | 11.94% | 11.66% | 12.63% |