Performance
1Y
Fund18.92%
Cat. Avg.18.65%
2Y
Fund21.46%
Cat. Avg.20.66%
3Y
Fund23.48%
Cat. Avg.23.10%
5Y
Fund14.03%
Cat. Avg.11.44%
10Y
FundN/A
Cat. Avg.11.78%
SI
Fund16.52%
Cat. Avg.12.37%
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 | 65158 | +8.6% | +18.4% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.46 L. | +22.0% | +21.7% |
| 3Y | 07 Nov, 23 | 1.80 L. | 2.45 L. | +35.9% | +21.8% |
| 5Y | 08 Nov, 21 | 3 L. | 4.86 L. | +62.0% | +19.8% |
| SI | 07 Oct, 20 | 3.65 L. | 6.26 L. | +71.5% | +17.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.19 L. | +18.9% | +18.9% |
| 2Y | 16 Oct, 24 | 1 L. | 1.48 L. | +47.5% | +21.5% |
| 3Y | 16 Oct, 23 | 1 L. | 1.88 L. | +88.3% | +23.5% |
| 5Y | 18 Oct, 21 | 1 L. | 1.91 L. | +91.3% | +13.9% |
| SI | 30 Sep, 20 | 1 L. | 2.52 L. | +152.1% | +16.5% |
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.
