| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 14-Nov-25 | 10023.30 | 0.23% | - | -0.54% | 1/31 |
| 1 Month | 20-Oct-25 | 10016.00 | 0.16% | - | 0.58% | 11/31 |
| 3 Month | 21-Aug-25 | 10537.50 | 5.38% | - | 5.90% | 20/30 |
| 6 Month | 21-May-25 | 10826.50 | 8.27% | - | 8.38% | 16/27 |
| YTD | 01-Jan-25 | 11557.00 | 15.57% | - | 13.19% | 8/26 |
| 1 Year | 21-Nov-24 | 11769.60 | 17.70% | 17.70% | 13.13% | 3/24 |
| 2 Year | 21-Nov-23 | 14156.10 | 41.56% | 18.95% | 17.63% | 7/15 |
| Since Inception | 19-May-23 | 15038.00 | 50.38% | 17.63% | 12.24% | 10/55 |
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 21-Nov-24 | 12000 | 13187.05 | 9.89 % | 18.75 % |
| 2 Year | 21-Nov-23 | 24000 | 28531.95 | 18.88 % | 17.56 % |
| Category | 1 D | 1 M | 3 M | 6 M | YTD | 1 Y | 2 Y | 3 Y | 5 Y |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | 0.00% | 0.80% | 5.36% | 8.08% | 15.94% | 16.81% | 18.97% | 0.00% | 0.00% |
| Nifty 50 | -0.42% | 0.64% | 4.38% | 4.45% | 9.79% | 8.54% | 14.45% | 11.97% | 14.73% |
| Benchmark: BSE 500 TRI (35%) + CRISIL Short Term Bond Index (45%) + Domestic prices of Gold (19%) + Domestic prices of Silver (1%) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
| Category Average | -0.12% | 0.58% | 5.90% | 8.38% | 13.19% | 13.13% | 17.63% | 17.19% | 17.45% |
| Category Rank | 0/0 | 11/31 | 20/30 | 16/27 | 8/26 | 3/24 | 7/15 | 0/0 | 0/0 |
| Best in Category | 0.26% | 1.21% | 9.88% | 13.83% | 18.24% | 17.64% | 23.34% | 20.03% | 25.54% |
| Worst in Category | -0.38% | -0.51% | 1.57% | 2.57% | 4.71% | 6.37% | 7.78% | 12.88% | 12.18% |