| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 16-Oct-25 | 10063.00 | 0.63% | - | 0.49% | 13/29 |
| 1 Month | 23-Sep-25 | 10195.90 | 1.96% | - | 1.24% | 2/29 |
| 3 Month | 23-Jul-25 | 10197.00 | 1.97% | - | 1.36% | 6/29 |
| 6 Month | 23-Apr-25 | 10755.00 | 7.55% | - | 6.14% | 6/29 |
| YTD | 01-Jan-25 | 11245.90 | 12.46% | - | 5.47% | 1/29 |
| 1 Year | 23-Oct-24 | 11212.60 | 12.13% | 12.13% | 4.84% | 1/29 |
| 2 Year | 23-Oct-23 | 13980.20 | 39.80% | 18.21% | 16.95% | 10/29 |
| 3 Year | 21-Oct-22 | 15241.50 | 52.41% | 15.04% | 15.21% | 14/29 |
| 5 Year | 23-Oct-20 | 21839.70 | 118.40% | 16.90% | 17.22% | 14/28 |
| 10 Year | 23-Oct-15 | 32166.80 | 221.67% | 12.38% | 11.80% | 8/20 |
| Since Inception | 20-Jan-05 | 182110.40 | 1721.10% | 15.00% | 13.25% | 8/29 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 23-Oct-24 | 12000 | 13029.14 | 8.58 % | 16.25 % |
| 2 Year | 23-Oct-23 | 24000 | 27793.88 | 15.81 % | 14.79 % |
| 3 Year | 21-Oct-22 | 36000 | 45698.39 | 26.94 % | 16.1 % |
| 5 Year | 23-Oct-20 | 60000 | 86103.13 | 43.51 % | 14.42 % |
| 10 Year | 23-Oct-15 | 120000 | 244755.4 | 103.96 % | 13.65 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.17% | 2.48% | 2.24% | 7.34% | 12.57% | 12.31% | 18.08% | 14.96% | 16.85% |
| Nifty 50 | -0.37% | 2.95% | 2.92% | 6.39% | 9.09% | 5.72% | 15.62% | 13.30% | 16.66% |
| Benchmark: CRISIL Hybrid 35+65 - Aggressive Index | -0.23% | 1.84% | 1.89% | 5.20% | 7.38% | 6.16% | 15.56% | 13.51% | 15.03% |
| Category Average | -0.22% | 1.46% | 1.47% | 6.13% | 5.23% | 4.86% | 16.79% | 15.11% | 17.16% |
| Category Rank | 11/28 | 1/29 | 5/29 | 6/29 | 1/29 | 1/29 | 10/29 | 14/29 | 14/28 |
| Best in Category | -0.03% | 2.48% | 4.06% | 12.50% | 12.57% | 12.31% | 20.91% | 20.65% | 26.13% |
| Worst in Category | -0.44% | -0.42% | -1.45% | 2.87% | -2.49% | -2.00% | 13.37% | 11.48% | 12.68% |