Cpse ETF
Expense Ratio: N/A
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty CPSE TRI
Inception: 18-03-2014
Exit Load: Nil
Fund Size:₹28,965.73 Cr
Performance
1Y
Fund2.64%
Cat. Avg.4.07%
2Y
Fund-3.31%
Cat. Avg.2.74%
3Y
Fund29.43%
Cat. Avg.-21.08%
5Y
Fund29.65%
Cat. Avg.-16.99%
10Y
FundN/A
Cat. Avg.-20.03%
SI
Fund14.90%
Cat. Avg.-5.80%
Fund Facts
Beta
1
Std Dev
22.60%
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 | 59903 | -0.2% | -0.3% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.24 L. | +3.0% | +3.1% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.09 L. | +16.3% | +10.4% |
| 5Y | 09 Aug, 21 | 3 L. | 5.39 L. | +79.8% | +24.2% |
| SI | 07 Nov, 16 | 5.85 L. | 16.86 L. | +188.1% | +20.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 1.03 L. | +2.6% | +2.6% |
| 2Y | 18 Jul, 24 | 1 L. | 94678 | -5.3% | -2.7% |
| 3Y | 17 Jul, 23 | 1 L. | 2.17 L. | +116.8% | +29.4% |
| 5Y | 19 Jul, 21 | 1 L. | 3.66 L. | +266.4% | +29.7% |
| SI | 07 Nov, 16 | 1 L. | 3.84 L. | +284.4% | +14.9% |
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.