| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 20-Nov-25 | 9953.50 | -0.47% | - | -0.13% | 155/240 |
| 1 Month | 27-Oct-25 | 10175.10 | 1.75% | - | -0.06% | 27/241 |
| 3 Month | 26-Aug-25 | 10995.40 | 9.95% | - | 3.93% | 8/238 |
| 6 Month | 27-May-25 | 11714.80 | 17.15% | - | 5.85% | 5/227 |
| YTD | 01-Jan-25 | 12148.30 | 21.48% | - | 4.61% | 3/213 |
| 1 Year | 27-Nov-24 | 12224.30 | 22.24% | 22.24% | 4.28% | 3/199 |
| 2 Year | 24-Nov-23 | 15324.20 | 53.24% | 23.65% | 17.86% | 18/156 |
| Since Inception | 19-Jun-23 | 19020.60 | 90.21% | 30.09% | 12.63% | 3/223 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 27-Nov-24 | 12000 | 14176.52 | 18.14 % | 35.05 % |
| 2 Year | 24-Nov-23 | 24000 | 28762.08 | 19.84 % | 18.41 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.20% | 1.75% | 9.95% | 17.15% | 22.28% | 22.24% | 23.65% | 0.00% | 0.00% |
| Nifty 50 | 0.04% | 0.96% | 6.08% | 5.60% | 10.87% | 7.99% | 14.95% | 12.26% | 15.11% |
| Benchmark: Nifty Financial Services TRI | 0.53% | 1.58% | 7.73% | 6.58% | 20.03% | 16.76% | 20.49% | 14.37% | 15.34% |
| Category Average | -0.14% | -0.06% | 3.93% | 5.85% | 4.61% | 4.28% | 17.86% | 18.48% | 20.01% |
| Category Rank | 22/219 | 27/241 | 8/238 | 5/227 | 3/213 | 3/199 | 18/156 | 0/0 | 0/0 |
| Best in Category | 2.26% | 3.69% | 16.90% | 52.98% | 45.31% | 54.39% | 38.10% | 36.27% | 34.33% |
| Worst in Category | -1.00% | -4.04% | -4.45% | -8.25% | -19.38% | -15.01% | 2.71% | 7.47% | 2.75% |