Performance
1Y
Fund6.29%
Cat. Avg.6.49%
2Y
Fund7.76%
Cat. Avg.8.63%
3Y
Fund7.93%
Cat. Avg.8.80%
5Y
Fund7.05%
Cat. Avg.7.33%
10Y
Fund5.70%
Cat. Avg.6.35%
SI
Fund6.90%
Cat. Avg.7.30%
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 | 61721 | +2.9% | +6.0% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.28 L. | +6.9% | +7.0% |
| 3Y | 07 Nov, 23 | 1.80 L. | 2.01 L. | +11.6% | +7.5% |
| 5Y | 08 Nov, 21 | 3 L. | 3.62 L. | +20.6% | +7.6% |
| 10Y | 07 Nov, 16 | 6 L. | 8.34 L. | +39.0% | +6.5% |
| SI | 07 Jun, 10 | 9.85 L. | 17.44 L. | +77.1% | +6.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.06 L. | +6.3% | +6.3% |
| 2Y | 16 Oct, 24 | 1 L. | 1.16 L. | +16.1% | +7.8% |
| 3Y | 16 Oct, 23 | 1 L. | 1.26 L. | +25.7% | +7.9% |
| 5Y | 18 Oct, 21 | 1 L. | 1.41 L. | +40.6% | +7.1% |
| 10Y | 17 Oct, 16 | 1 L. | 1.74 L. | +74.0% | +5.7% |
| SI | 21 May, 10 | 1 L. | 2.99 L. | +199.0% | +6.9% |
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.
