| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 28-Nov-25 | 9926.80 | -0.73% | - | -1.08% | 8/31 |
| 1 Month | 04-Nov-25 | 9817.90 | -1.82% | - | -0.76% | 28/31 |
| 3 Month | 05-Sep-25 | 10092.40 | 0.92% | - | 2.66% | 24/31 |
| 6 Month | 05-Jun-25 | 10065.60 | 0.66% | - | 4.04% | 27/30 |
| YTD | 01-Jan-25 | 10183.30 | 1.83% | - | 2.95% | 16/29 |
| 1 Year | 05-Dec-24 | 9802.20 | -1.98% | -1.98% | 1.32% | 27/29 |
| 2 Year | 05-Dec-23 | 11879.80 | 18.80% | 8.98% | 17.87% | 29/29 |
| 3 Year | 05-Dec-22 | 15424.90 | 54.25% | 15.53% | 21.61% | 28/29 |
| 5 Year | 04-Dec-20 | 23331.50 | 133.31% | 18.44% | 23.52% | 23/24 |
| 10 Year | 04-Dec-15 | 42180.00 | 321.80% | 15.46% | 17.43% | 18/20 |
| Since Inception | 02-Jan-13 | 72352.60 | 623.53% | 16.54% | 20.02% | 29/31 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 05-Dec-24 | 12000 | 12558.84 | 4.66 % | 8.73 % |
| 2 Year | 05-Dec-23 | 24000 | 25097.02 | 4.57 % | 4.35 % |
| 3 Year | 05-Dec-22 | 36000 | 42775.19 | 18.82 % | 11.51 % |
| 5 Year | 04-Dec-20 | 60000 | 86440.83 | 44.07 % | 14.57 % |
| 10 Year | 04-Dec-15 | 120000 | 280473.63 | 133.73 % | 16.19 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.02% | -1.82% | 0.92% | 0.66% | 2.60% | -1.98% | 8.98% | 15.53% | 18.44% |
| Nifty 50 | 0.59% | 2.30% | 5.84% | 5.80% | 10.75% | 5.98% | 12.04% | 11.86% | 14.56% |
| Benchmark: Nifty Midcap 150 TRI | 0.39% | 0.39% | 5.01% | 3.81% | 5.66% | 3.52% | 17.12% | 22.47% | 24.70% |
| Category Average | 0.16% | -0.76% | 2.66% | 4.04% | 2.95% | 1.32% | 17.87% | 21.61% | 23.52% |
| Category Rank | 22/29 | 28/31 | 24/31 | 27/30 | 16/29 | 27/29 | 29/29 | 28/29 | 23/24 |
| Best in Category | 0.48% | 0.53% | 6.16% | 11.38% | 9.83% | 7.97% | 27.38% | 27.52% | 30.71% |
| Worst in Category | -0.20% | -2.87% | -1.50% | -3.39% | -8.14% | -7.35% | 8.98% | 13.24% | 17.61% |