Performance
1Y
Fund-1.33%
Cat. Avg.5.94%
2Y
Fund0.00%
Cat. Avg.6.88%
3Y
Fund0.64%
Cat. Avg.6.96%
5Y
Fund0.85%
Cat. Avg.6.18%
10Y
FundN/A
Cat. Avg.6.32%
SI
Fund0.73%
Cat. Avg.14.49%
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 | 59493 | -0.8% | -1.7% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.19 L. | -0.7% | -0.7% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.80 L. | -0.1% | -0.1% |
| 5Y | 09 Aug, 21 | 3 L. | 3.05 L. | +1.6% | +0.6% |
| SI | 07 Apr, 20 | 3.80 L. | 3.88 L. | +2.1% | +0.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 98627 | -1.4% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 99945 | -0.1% | -0.0% |
| 3Y | 20 Jul, 23 | 1 L. | 1.02 L. | +1.9% | +0.6% |
| 5Y | 20 Jul, 21 | 1 L. | 1.04 L. | +4.3% | +0.9% |
| SI | 09 Mar, 20 | 1 L. | 1.05 L. | +4.8% | +0.7% |
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.
