Performance
1Y
Fund4.63%
Cat. Avg.0.78%
2Y
Fund6.50%
Cat. Avg.2.96%
3Y
Fund7.64%
Cat. Avg.6.72%
5Y
Fund7.20%
Cat. Avg.6.05%
10Y
Fund5.16%
Cat. Avg.6.67%
SI
Fund8.03%
Cat. Avg.8.04%
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 | 61107 | +1.8% | +3.9% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.27 L. | +5.8% | +5.8% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.98 L. | +10.1% | +6.6% |
| 5Y | 08 Nov, 21 | 3 L. | 3.60 L. | +19.9% | +7.4% |
| 10Y | 07 Nov, 16 | 6 L. | 8.17 L. | +36.2% | +6.1% |
| SI | 07 Apr, 06 | 12.35 L. | 27.45 L. | +122.3% | +7.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.05 L. | +4.6% | +4.6% |
| 2Y | 16 Oct, 24 | 1 L. | 1.13 L. | +13.4% | +6.5% |
| 3Y | 16 Oct, 23 | 1 L. | 1.25 L. | +24.7% | +7.6% |
| 5Y | 18 Oct, 21 | 1 L. | 1.42 L. | +41.5% | +7.2% |
| 10Y | 17 Oct, 16 | 1 L. | 1.66 L. | +65.6% | +5.2% |
| SI | 03 Apr, 06 | 1 L. | 4.89 L. | +389.0% | +8.0% |
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.
