Performance
1Y
Fund-10.95%
Cat. Avg.-0.91%
2Y
Fund-4.82%
Cat. Avg.0.60%
3Y
Fund9.54%
Cat. Avg.-22.41%
5Y
FundN/A
Cat. Avg.-19.85%
10Y
FundN/A
Cat. Avg.-20.41%
SI
Fund10.32%
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 Nov, 25 | 60000 | 57373 | -4.4% | -8.9% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.16 L. | -3.4% | -3.5% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.81 L. | +0.5% | +0.3% |
| SI | 08 Nov, 21 | 3 L. | 3.64 L. | +21.3% | +7.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 89052 | -10.9% | -11.0% |
| 2Y | 16 Oct, 24 | 1 L. | 90593 | -9.4% | -4.8% |
| 3Y | 16 Oct, 23 | 1 L. | 1.31 L. | +31.4% | +9.5% |
| SI | 29 Oct, 21 | 1 L. | 1.63 L. | +62.9% | +10.3% |
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.
