Performance
1Y
Fund86.49%
Cat. Avg.20.85%
2Y
Fund50.84%
Cat. Avg.16.93%
3Y
Fund40.16%
Cat. Avg.18.62%
5Y
FundN/A
Cat. Avg.13.11%
10Y
FundN/A
Cat. Avg.11.22%
SI
Fund30.27%
Cat. Avg.13.68%
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 | 69549 | +15.9% | +35.5% |
| 2Y | 07 Aug, 24 | 1.20 L. | 2.06 L. | +71.8% | +66.7% |
| 3Y | 07 Aug, 23 | 1.80 L. | 3.70 L. | +105.3% | +55.2% |
| SI | 07 Mar, 22 | 2.65 L. | 6.38 L. | +140.7% | +42.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 14 Jul, 25 | 1 L. | 1.86 L. | +86.5% | +86.6% |
| 2Y | 15 Jul, 24 | 1 L. | 2.28 L. | +128.1% | +51.1% |
| 3Y | 14 Jul, 23 | 1 L. | 2.75 L. | +175.4% | +40.2% |
| SI | 08 Feb, 22 | 1 L. | 3.23 L. | +222.7% | +30.3% |
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.
