Performance
1Y
Fund1.23%
Cat. Avg.N/A
2Y
Fund2.31%
Cat. Avg.N/A
3Y
Fund5.35%
Cat. Avg.N/A
5Y
Fund8.53%
Cat. Avg.N/A
10Y
Fund6.50%
Cat. Avg.N/A
SI
Fund7.35%
Cat. Avg.N/A
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 | 60111 | +0.2% | +0.4% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.22 L. | +2.0% | +2.0% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.88 L. | +4.3% | +2.9% |
| 5Y | 08 Nov, 21 | 3 L. | 3.44 L. | +14.6% | +5.5% |
| 10Y | 07 Nov, 16 | 6 L. | 8.62 L. | +43.6% | +7.1% |
| SI | 08 Apr, 09 | 10.55 L. | 20.78 L. | +96.9% | +7.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.01 L. | +1.2% | +1.2% |
| 2Y | 16 Oct, 24 | 1 L. | 1.05 L. | +4.7% | +2.3% |
| 3Y | 16 Oct, 23 | 1 L. | 1.17 L. | +16.9% | +5.4% |
| 5Y | 18 Oct, 21 | 1 L. | 1.50 L. | +50.1% | +8.5% |
| 10Y | 17 Oct, 16 | 1 L. | 1.88 L. | +87.8% | +6.5% |
| SI | 20 Mar, 09 | 1 L. | 3.48 L. | +248.3% | +7.4% |
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.
