| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 17-Nov-25 | 9850.00 | -1.50% | - | -1.41% | 130/230 |
| 1 Month | 24-Oct-25 | 10110.80 | 1.11% | - | -0.42% | 34/227 |
| 3 Month | 22-Aug-25 | 10809.60 | 8.10% | - | 2.18% | 5/224 |
| 6 Month | 23-May-25 | 11773.20 | 17.73% | - | 5.68% | 4/215 |
| YTD | 01-Jan-25 | 12185.10 | 21.85% | - | 4.60% | 3/201 |
| 1 Year | 22-Nov-24 | 12635.70 | 26.36% | 26.20% | 6.64% | 3/187 |
| 2 Year | 24-Nov-23 | 15654.70 | 56.55% | 25.08% | 18.85% | 16/144 |
| Since Inception | 19-Jun-23 | 19587.50 | 95.88% | 31.79% | 13.77% | 2/198 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 22-Nov-24 | 12000 | 14074.05 | 17.28 % | 33.27 % |
| 2 Year | 24-Nov-23 | 24000 | 28944.35 | 20.6 % | 19.1 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.78% | 1.11% | 8.10% | 17.73% | 22.65% | 26.20% | 25.08% | 0.00% | 0.00% |
| Nifty 50 | -0.42% | 0.64% | 4.38% | 4.45% | 9.79% | 8.54% | 14.45% | 11.97% | 14.73% |
| Benchmark: Nifty Financial Services TRI | -0.24% | 0.40% | 4.52% | 4.61% | 18.09% | 17.45% | 19.61% | 13.66% | 14.99% |
| Category Average | -0.45% | -0.42% | 2.18% | 5.68% | 4.60% | 6.64% | 18.85% | 19.72% | 21.23% |
| Category Rank | 168/200 | 34/227 | 5/224 | 4/215 | 3/201 | 3/187 | 16/144 | 0/0 | 0/0 |
| Best in Category | 1.13% | 3.19% | 15.50% | 44.23% | 37.69% | 41.72% | 35.65% | 34.86% | 34.12% |
| Worst in Category | -2.56% | -4.54% | -6.67% | -8.32% | -18.84% | -11.59% | 3.79% | 8.14% | 3.26% |