Performance
1Y
Fund-0.08%
Cat. Avg.-1.42%
2Y
Fund-0.33%
Cat. Avg.-0.02%
3Y
FundN/A
Cat. Avg.8.81%
5Y
FundN/A
Cat. Avg.7.22%
10Y
FundN/A
Cat. Avg.10.92%
SI
Fund5.87%
Cat. Avg.5.09%
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 | 59239 | -1.3% | -2.6% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.23 L. | +2.9% | +2.9% |
| SI | 07 May, 24 | 1.50 L. | 1.55 L. | +3.4% | +2.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 99924 | -0.1% | -0.1% |
| 2Y | 16 Oct, 24 | 1 L. | 99346 | -0.7% | -0.3% |
| SI | 30 Apr, 24 | 1 L. | 1.15 L. | +15.1% | +5.9% |
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.
