Performance
1Y
Fund7.56%
Cat. Avg.-0.91%
2Y
Fund7.47%
Cat. Avg.0.60%
3Y
Fund6.38%
Cat. Avg.-22.41%
5Y
FundN/A
Cat. Avg.-19.85%
10Y
FundN/A
Cat. Avg.-20.41%
SI
Fund5.58%
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 May, 24 | 60000 | 62137 | +3.6% | +7.5% |
| 2Y | 08 May, 23 | 1.20 L. | 1.29 L. | +7.5% | +7.5% |
| 3Y | 09 May, 22 | 1.80 L. | 2.00 L. | +11.4% | +7.4% |
| SI | 07 Aug, 20 | 2.85 L. | 3.31 L. | +16.1% | +6.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Apr, 24 | 1 L. | 1.08 L. | +7.6% | +7.6% |
| 2Y | 17 Apr, 23 | 1 L. | 1.15 L. | +15.4% | +7.4% |
| 3Y | 18 Apr, 22 | 1 L. | 1.20 L. | +20.3% | +6.4% |
| SI | 27 Jul, 20 | 1 L. | 1.29 L. | +29.2% | +5.6% |
SIP Calculator
Visualize how small monthly investments grow over time.
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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.
