| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 26-Nov-25 | 9859.50 | -1.41% | - | 0.59% | 17/32 |
| 1 Month | 03-Nov-25 | 9839.40 | -1.61% | - | 0.23% | 20/32 |
| 3 Month | 03-Sep-25 | 10079.10 | 0.79% | - | 3.25% | 22/32 |
| 6 Month | 03-Jun-25 | 10494.30 | 4.94% | - | 5.44% | 13/31 |
| YTD | 01-Jan-25 | 10138.20 | 1.38% | - | 2.73% | 15/30 |
| 1 Year | 03-Dec-24 | 10289.10 | 2.89% | 2.89% | 2.83% | 10/30 |
| 2 Year | 01-Dec-23 | 13465.90 | 34.66% | 15.97% | 17.71% | 20/30 |
| 3 Year | 02-Dec-22 | 16556.10 | 65.56% | 18.26% | 20.59% | 24/30 |
| 5 Year | 03-Dec-20 | 27211.90 | 172.12% | 22.15% | 22.63% | 13/25 |
| Since Inception | 23-Mar-20 | 48410.00 | 384.10% | 31.87% | 17.87% | 1/32 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 03-Dec-24 | 12000 | 12772.45 | 6.44 % | 12.1 % |
| 2 Year | 01-Dec-23 | 24000 | 26644.09 | 11.02 % | 10.38 % |
| 3 Year | 02-Dec-22 | 36000 | 46114.27 | 28.1 % | 16.73 % |
| 5 Year | 03-Dec-20 | 60000 | 93137.76 | 55.23 % | 17.61 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.84% | -1.61% | 0.79% | 4.94% | 1.81% | 2.89% | 15.97% | 18.26% | 22.15% |
| Nifty 50 | -0.18% | 0.86% | 5.14% | 5.88% | 9.90% | 6.25% | 13.17% | 11.58% | 14.61% |
| Benchmark: BSE Midcap 150 TRI | 0.00% | 0.18% | 3.80% | 5.68% | 4.36% | 3.08% | 18.20% | 22.22% | 24.51% |
| Category Average | -0.81% | -1.30% | 1.83% | 4.74% | 1.92% | 1.22% | 17.22% | 20.25% | 22.38% |
| Category Rank | 20/32 | 20/32 | 22/32 | 13/31 | 15/30 | 10/30 | 20/30 | 24/30 | 13/25 |
| Best in Category | -0.29% | 0.33% | 5.01% | 12.73% | 8.58% | 8.82% | 26.50% | 25.98% | 29.21% |
| Worst in Category | -1.25% | -3.06% | -3.09% | -2.30% | -9.37% | -7.33% | 8.96% | 11.86% | 16.48% |