| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 04-Nov-25 | 10021.90 | 0.22% | - | -0.15% | 10/13 |
| 1 Month | 10-Oct-25 | 10116.50 | 1.17% | - | 1.38% | 10/13 |
| 3 Month | 12-Aug-25 | 10213.30 | 2.13% | - | 4.03% | 13/13 |
| 6 Month | 09-May-25 | 10326.00 | 3.26% | - | 9.00% | 11/13 |
| YTD | 01-Jan-25 | 10365.70 | 3.66% | - | 5.17% | 10/13 |
| 1 Year | 12-Nov-24 | 10502.00 | 5.02% | 5.02% | 5.55% | 8/12 |
| 2 Year | 10-Nov-23 | 12700.80 | 27.01% | 12.64% | 15.40% | 9/11 |
| 3 Year | 11-Nov-22 | 14454.50 | 44.55% | 13.04% | 14.44% | 7/11 |
| 5 Year | 12-Nov-20 | 18921.10 | 89.21% | 13.59% | 16.68% | 7/11 |
| 10 Year | 10-Nov-15 | 31886.30 | 218.86% | 12.28% | 12.18% | 5/7 |
| Since Inception | 07-Jan-13 | 43827.50 | 338.28% | 12.18% | 12.82% | 8/12 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 12-Nov-24 | 12000 | 12409.16 | 3.41 % | 6.36 % |
| 2 Year | 10-Nov-23 | 24000 | 26295.88 | 9.57 % | 9.03 % |
| 3 Year | 11-Nov-22 | 36000 | 42814.05 | 18.93 % | 11.56 % |
| 5 Year | 12-Nov-20 | 60000 | 80661.82 | 34.44 % | 11.77 % |
| 10 Year | 10-Nov-15 | 120000 | 220398.59 | 83.67 % | 11.68 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.19% | 1.16% | 2.13% | 3.26% | 3.66% | 5.02% | 12.64% | 13.04% | 13.59% |
| Nifty 50 | 0.70% | 2.34% | 5.67% | 3.82% | 9.44% | 8.34% | 15.10% | 12.12% | 15.30% |
| Benchmark: NIFTY 50 Hybrid Composite Debt 15:85 Index | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
| Category Average | 0.43% | 1.81% | 4.61% | 6.56% | 5.61% | 6.94% | 15.61% | 14.58% | 16.79% |
| Category Rank | 12/12 | 10/13 | 13/13 | 11/13 | 10/13 | 8/12 | 9/11 | 7/11 | 7/11 |
| Best in Category | 0.64% | 3.58% | 8.95% | 13.94% | 12.85% | 16.28% | 26.67% | 25.24% | 35.62% |
| Worst in Category | 0.19% | 0.65% | 2.13% | 2.47% | -3.50% | 1.48% | 10.75% | 9.71% | 10.70% |