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| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 11-Nov-25 | 9964.00 | -0.36% | - | 0.50% | 30/31 |
| 1 Month | 17-Oct-25 | 10003.80 | 0.04% | - | 1.23% | 25/31 |
| 3 Month | 18-Aug-25 | 10273.30 | 2.73% | - | 3.56% | 20/30 |
| 6 Month | 16-May-25 | 10818.10 | 8.18% | - | 7.58% | 13/30 |
| YTD | 01-Jan-25 | 10319.60 | 3.20% | - | 3.84% | 16/29 |
| 1 Year | 18-Nov-24 | 11080.00 | 10.80% | 10.80% | 9.37% | 9/29 |
| 2 Year | 17-Nov-23 | 14290.00 | 42.90% | 19.48% | 21.03% | 20/29 |
| 3 Year | 18-Nov-22 | 18011.60 | 80.12% | 21.65% | 23.38% | 19/27 |
| 5 Year | 18-Nov-20 | 31105.20 | 211.05% | 25.46% | 25.18% | 12/24 |
| Since Inception | 23-Mar-20 | 52630.00 | 426.30% | 34.10% | 20.43% | 1/31 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 18-Nov-24 | 12000 | 12967.87 | 8.07 % | 15.22 % |
| 2 Year | 17-Nov-23 | 24000 | 27416.84 | 14.24 % | 13.33 % |
| 3 Year | 18-Nov-22 | 36000 | 47919.99 | 33.11 % | 19.45 % |
| 5 Year | 18-Nov-20 | 60000 | 99139.94 | 65.23 % | 20.16 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.68% | 0.72% | 2.36% | 8.36% | 4.33% | 10.56% | 19.86% | 21.90% | 25.68% |
| Nifty 50 | 0.55% | 1.33% | 4.29% | 4.44% | 10.18% | 10.78% | 14.84% | 12.46% | 15.32% |
| Benchmark: BSE Midcap 150 TRI | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
| Category Average | 0.43% | 1.66% | 3.12% | 7.71% | 4.29% | 8.88% | 21.26% | 23.53% | 25.40% |
| Category Rank | 4/31 | 24/31 | 20/30 | 14/30 | 15/29 | 8/29 | 20/29 | 18/27 | 12/24 |
| Best in Category | 0.92% | 3.78% | 6.66% | 16.70% | 11.24% | 17.42% | 30.52% | 29.49% | 32.41% |
| Worst in Category | -0.08% | -1.17% | -1.04% | -1.22% | -6.95% | 0.62% | 12.60% | 15.21% | 19.15% |
