Performance
1Y
Fund29.61%
Cat. Avg.32.89%
2Y
Fund17.28%
Cat. Avg.22.47%
3Y
Fund15.39%
Cat. Avg.21.06%
5Y
FundN/A
Cat. Avg.11.14%
10Y
FundN/A
Cat. Avg.11.60%
SI
Fund6.38%
Cat. Avg.13.01%
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 | 69185 | +15.3% | +33.4% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.49 L. | +24.0% | +23.5% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.40 L. | +33.3% | +20.4% |
| SI | 07 Jan, 22 | 2.75 L. | 3.86 L. | +40.2% | +15.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 1.30 L. | +29.6% | +29.6% |
| 2Y | 18 Jul, 24 | 1 L. | 1.38 L. | +38.0% | +17.5% |
| 3Y | 17 Jul, 23 | 1 L. | 1.54 L. | +53.6% | +15.4% |
| SI | 08 Dec, 21 | 1 L. | 1.33 L. | +33.0% | +6.4% |
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.
