Performance
1Y
Fund4.87%
Cat. Avg.3.80%
2Y
Fund7.13%
Cat. Avg.5.94%
3Y
Fund7.30%
Cat. Avg.6.75%
5Y
Fund6.14%
Cat. Avg.5.83%
10Y
Fund6.90%
Cat. Avg.6.57%
SI
Fund7.55%
Cat. Avg.8.00%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*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 | 61348 | +2.2% | +4.7% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.27 L. | +5.9% | +5.9% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.99 L. | +10.3% | +6.7% |
| 5Y | 08 Nov, 21 | 3 L. | 3.55 L. | +18.3% | +6.8% |
| 10Y | 07 Nov, 16 | 6 L. | 8.39 L. | +39.9% | +6.6% |
| SI | 07 Apr, 06 | 12.35 L. | 28.60 L. | +131.6% | +7.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.05 L. | +4.9% | +4.9% |
| 2Y | 16 Oct, 24 | 1 L. | 1.15 L. | +14.8% | +7.1% |
| 3Y | 16 Oct, 23 | 1 L. | 1.24 L. | +23.5% | +7.3% |
| 5Y | 18 Oct, 21 | 1 L. | 1.35 L. | +34.7% | +6.1% |
| 10Y | 17 Oct, 16 | 1 L. | 1.95 L. | +94.9% | +6.9% |
| SI | 03 Apr, 06 | 1 L. | 4.46 L. | +346.4% | +7.6% |
SIP Calculator
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
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.
