Performance
1Y
Fund-3.93%
Cat. Avg.-0.91%
2Y
Fund0.48%
Cat. Avg.0.60%
3Y
Fund-45.79%
Cat. Avg.-22.41%
5Y
FundN/A
Cat. Avg.-19.85%
10Y
FundN/A
Cat. Avg.-20.41%
SI
Fund-26.66%
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 | 57730 | -3.8% | -7.7% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.24 L. | +3.6% | +3.7% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.71 L. | -4.8% | -3.3% |
| SI | 07 Feb, 22 | 2.85 L. | 1.93 L. | -32.2% | -16.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 96074 | -3.9% | -3.9% |
| 2Y | 16 Oct, 24 | 1 L. | 1.01 L. | +1.0% | +0.5% |
| 3Y | 16 Oct, 23 | 1 L. | 15928 | -84.1% | -45.8% |
| SI | 13 Jan, 22 | 1 L. | 22862 | -77.1% | -26.7% |
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.
