Performance
1Y
Fund6.28%
Cat. Avg.6.12%
2Y
Fund6.98%
Cat. Avg.6.75%
3Y
Fund7.21%
Cat. Avg.6.94%
5Y
Fund5.75%
Cat. Avg.6.30%
10Y
Fund5.46%
Cat. Avg.6.29%
SI
Fund5.27%
Cat. Avg.14.46%
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 | 61849 | +3.1% | +6.5% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.28 L. | +6.5% | +6.6% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.99 L. | +10.6% | +6.9% |
| 5Y | 08 Nov, 21 | 3 L. | 3.55 L. | +18.4% | +6.9% |
| 10Y | 07 Nov, 16 | 6 L. | 7.90 L. | +31.7% | +5.4% |
| SI | 08 Jun, 14 | 7.45 L. | 10.55 L. | +41.7% | +5.5% |
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. | 1.14 L. | +14.4% | +7.0% |
| 3Y | 16 Oct, 23 | 1 L. | 1.23 L. | +23.2% | +7.2% |
| 5Y | 18 Oct, 21 | 1 L. | 1.32 L. | +32.2% | +5.7% |
| 10Y | 16 Oct, 16 | 1 L. | 1.70 L. | +70.2% | +5.5% |
| SI | 26 May, 14 | 1 L. | 1.89 L. | +89.0% | +5.3% |
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.
