Performance
1Y
Fund14.29%
Cat. Avg.N/A
2Y
Fund36.89%
Cat. Avg.N/A
3Y
Fund33.90%
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund28.66%
Cat. Avg.N/A
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 | 60705 | +1.2% | +2.4% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.56 L. | +30.0% | +29.2% |
| 3Y | 07 Nov, 23 | 1.80 L. | 2.82 L. | +56.9% | +32.8% |
| SI | 08 Mar, 23 | 2.20 L. | 3.79 L. | +72.1% | +31.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.14 L. | +14.3% | +14.3% |
| 2Y | 16 Oct, 24 | 1 L. | 1.87 L. | +87.4% | +36.9% |
| 3Y | 16 Oct, 23 | 1 L. | 2.40 L. | +140.1% | +33.9% |
| SI | 21 Feb, 23 | 1 L. | 2.51 L. | +151.0% | +28.7% |
SIP Calculator
Visualize how small monthly investments grow over time.
₹
Years
%
%
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.
