Performance
1Y
Fund9.05%
Cat. Avg.18.65%
2Y
Fund6.22%
Cat. Avg.20.66%
3Y
Fund13.85%
Cat. Avg.23.10%
5Y
FundN/A
Cat. Avg.11.44%
10Y
FundN/A
Cat. Avg.11.78%
SI
Fund3.56%
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.
No available Data
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 59422 | -1.0% | -2.0% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.29 L. | +7.7% | +7.8% |
| 3Y | 07 Nov, 23 | 1.80 L. | 2.07 L. | +14.9% | +9.6% |
| SI | 07 Jan, 22 | 2.90 L. | 3.58 L. | +23.4% | +8.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.09 L. | +9.1% | +9.1% |
| 2Y | 16 Oct, 24 | 1 L. | 1.13 L. | +12.8% | +6.2% |
| 3Y | 16 Oct, 23 | 1 L. | 1.48 L. | +47.6% | +13.8% |
| SI | 08 Dec, 21 | 1 L. | 1.19 L. | +18.5% | +3.6% |
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.
