Performance
1Y
Fund-3.74%
Cat. Avg.0.39%
2Y
Fund-2.96%
Cat. Avg.-0.79%
3Y
Fund12.74%
Cat. Avg.13.45%
5Y
Fund10.32%
Cat. Avg.11.79%
10Y
Fund12.74%
Cat. Avg.13.69%
SI
Fund13.37%
Cat. Avg.14.98%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 58643 | -2.3% | -4.7% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.19 L. | -1.1% | -1.1% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.88 L. | +4.4% | +2.9% |
| 5Y | 08 Nov, 21 | 3 L. | 3.97 L. | +32.4% | +11.4% |
| 10Y | 07 Nov, 16 | 6 L. | 12.33 L. | +105.5% | +13.9% |
| SI | 07 Apr, 06 | 12.35 L. | 76.18 L. | +516.8% | +15.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 96260 | -3.7% | -3.7% |
| 2Y | 16 Oct, 24 | 1 L. | 94176 | -5.8% | -3.0% |
| 3Y | 16 Oct, 23 | 1 L. | 1.43 L. | +43.3% | +12.7% |
| 5Y | 18 Oct, 21 | 1 L. | 1.63 L. | +62.6% | +10.2% |
| 10Y | 17 Oct, 16 | 1 L. | 3.34 L. | +233.7% | +12.8% |
| SI | 03 Apr, 06 | 1 L. | 13.19 L. | +1218.6% | +13.4% |
SIP Calculator
Visualize how small monthly investments grow over time.
₹
Years
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%
Beat inflation and compound wealth faster with an annual step-up.
%
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.
