Performance
1Y
Fund5.81%
Cat. Avg.5.88%
2Y
Fund6.77%
Cat. Avg.6.86%
3Y
Fund6.86%
Cat. Avg.6.94%
5Y
Fund6.07%
Cat. Avg.6.16%
10Y
FundN/A
Cat. Avg.6.31%
SI
Fund5.57%
Cat. Avg.14.48%
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 | 61732 | +2.9% | +6.1% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.28 L. | +6.4% | +6.4% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.98 L. | +10.2% | +6.7% |
| 5Y | 09 Aug, 21 | 3 L. | 3.53 L. | +17.8% | +6.6% |
| SI | 07 Apr, 20 | 3.80 L. | 4.63 L. | +21.8% | +6.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 1.06 L. | +5.8% | +5.8% |
| 2Y | 16 Jul, 24 | 1 L. | 1.14 L. | +14.0% | +6.8% |
| 3Y | 17 Jul, 23 | 1 L. | 1.22 L. | +22.0% | +6.9% |
| 5Y | 16 Jul, 21 | 1 L. | 1.34 L. | +34.2% | +6.1% |
| SI | 09 Mar, 20 | 1 L. | 1.41 L. | +41.1% | +5.6% |
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.
