Performance
1Y
Fund-5.79%
Cat. Avg.-0.91%
2Y
Fund-4.38%
Cat. Avg.0.60%
3Y
Fund18.03%
Cat. Avg.-22.41%
5Y
Fund22.51%
Cat. Avg.-19.85%
10Y
FundN/A
Cat. Avg.-20.41%
SI
Fund13.59%
Cat. Avg.-6.26%
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 | 55132 | -8.1% | -16.3% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.15 L. | -4.0% | -4.1% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.81 L. | +0.6% | +0.4% |
| 5Y | 08 Nov, 21 | 3 L. | 4.64 L. | +54.8% | +17.9% |
| SI | 07 Nov, 16 | 6 L. | 15.72 L. | +162.0% | +18.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 94212 | -5.8% | -5.8% |
| 2Y | 16 Oct, 24 | 1 L. | 91431 | -8.6% | -4.4% |
| 3Y | 16 Oct, 23 | 1 L. | 1.64 L. | +64.4% | +18.0% |
| 5Y | 18 Oct, 21 | 1 L. | 2.72 L. | +172.1% | +22.2% |
| SI | 07 Nov, 16 | 1 L. | 3.55 L. | +255.2% | +13.6% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Years
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Beat inflation and compound wealth faster with an annual step-up.
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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.
