Performance
1Y
Fund6.39%
Cat. Avg.7.05%
2Y
Fund8.27%
Cat. Avg.9.86%
3Y
Fund8.28%
Cat. Avg.9.44%
5Y
Fund9.16%
Cat. Avg.8.56%
10Y
Fund8.37%
Cat. Avg.7.58%
SI
Fund8.72%
Cat. Avg.8.30%
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 | 09 Jun, 25 | 60000 | 61918 | +3.2% | +6.1% |
| 2Y | 07 Jun, 24 | 1.20 L. | 1.29 L. | +7.8% | +7.5% |
| 3Y | 07 Jun, 23 | 1.80 L. | 2.03 L. | +12.7% | +8.0% |
| 5Y | 07 Jun, 21 | 3 L. | 3.68 L. | +22.8% | +8.2% |
| 10Y | 07 Jun, 16 | 6 L. | 9.21 L. | +53.6% | +8.3% |
| SI | 09 Feb, 15 | 6.80 L. | 11.14 L. | +63.8% | +8.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 03 Jun, 25 | 1 L. | 1.06 L. | +6.4% | +6.4% |
| 2Y | 03 Jun, 24 | 1 L. | 1.17 L. | +17.2% | +8.3% |
| 3Y | 05 Jun, 23 | 1 L. | 1.27 L. | +26.9% | +8.3% |
| 5Y | 03 Jun, 21 | 1 L. | 1.55 L. | +55.0% | +9.2% |
| 10Y | 03 Jun, 16 | 1 L. | 2.23 L. | +123.5% | +8.4% |
| SI | 27 Jan, 15 | 1 L. | 2.58 L. | +158.4% | +8.7% |
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.
