Performance
1Y
Fund6.07%
Cat. Avg.7.26%
2Y
Fund7.58%
Cat. Avg.9.37%
3Y
Fund7.51%
Cat. Avg.8.89%
5Y
Fund8.47%
Cat. Avg.7.79%
10Y
Fund7.40%
Cat. Avg.6.68%
SI
Fund7.76%
Cat. Avg.7.43%
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 | 61751 | +2.9% | +6.1% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.28 L. | +6.8% | +6.8% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.00 L. | +11.2% | +7.3% |
| 5Y | 09 Aug, 21 | 3 L. | 3.60 L. | +19.9% | +7.4% |
| 10Y | 08 Aug, 16 | 6 L. | 8.80 L. | +46.7% | +7.5% |
| SI | 09 Feb, 15 | 6.90 L. | 10.78 L. | +56.2% | +7.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 1.06 L. | +6.1% | +6.1% |
| 2Y | 18 Jul, 24 | 1 L. | 1.16 L. | +15.7% | +7.6% |
| 3Y | 17 Jul, 23 | 1 L. | 1.24 L. | +24.3% | +7.5% |
| 5Y | 19 Jul, 21 | 1 L. | 1.50 L. | +50.1% | +8.5% |
| 10Y | 18 Jul, 16 | 1 L. | 2.04 L. | +103.9% | +7.4% |
| SI | 27 Jan, 15 | 1 L. | 2.36 L. | +135.8% | +7.8% |
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.
