Performance
1Y
Fund6.95%
Cat. Avg.7.19%
2Y
Fund8.40%
Cat. Avg.9.32%
3Y
Fund8.14%
Cat. Avg.8.87%
5Y
Fund7.21%
Cat. Avg.7.78%
10Y
Fund5.92%
Cat. Avg.6.67%
SI
Fund6.40%
Cat. Avg.7.42%
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 Aug, 25 | 60000 | 62086 | +3.5% | +7.4% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.29 L. | +7.9% | +7.9% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.03 L. | +12.5% | +8.2% |
| 5Y | 09 Aug, 21 | 3 L. | 3.64 L. | +21.3% | +7.9% |
| 10Y | 08 Aug, 16 | 6 L. | 8.36 L. | +39.3% | +6.5% |
| SI | 07 Nov, 14 | 7.05 L. | 10.37 L. | +47.1% | +6.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 1.07 L. | +7.0% | +7.0% |
| 2Y | 15 Jul, 24 | 1 L. | 1.18 L. | +17.5% | +8.4% |
| 3Y | 17 Jul, 23 | 1 L. | 1.26 L. | +26.4% | +8.1% |
| 5Y | 15 Jul, 21 | 1 L. | 1.42 L. | +41.6% | +7.2% |
| 10Y | 15 Jul, 16 | 1 L. | 1.78 L. | +77.7% | +5.9% |
| SI | 28 Oct, 14 | 1 L. | 2.07 L. | +106.8% | +6.4% |
SIP Planner
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 Gained
₹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.
