Performance
1Y
Fund-1.61%
Cat. Avg.7.05%
2Y
Fund-0.04%
Cat. Avg.9.86%
3Y
Fund0.21%
Cat. Avg.9.44%
5Y
Fund1.87%
Cat. Avg.8.56%
10Y
Fund1.74%
Cat. Avg.7.58%
SI
Fund2.12%
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 | 59786 | -0.4% | -0.7% |
| 2Y | 07 Jun, 24 | 1.20 L. | 1.20 L. | -0.1% | -0.1% |
| 3Y | 07 Jun, 23 | 1.80 L. | 1.80 L. | +0.2% | +0.1% |
| 5Y | 07 Jun, 21 | 3 L. | 3.04 L. | +1.5% | +0.6% |
| 10Y | 07 Jun, 16 | 6 L. | 6.53 L. | +8.9% | +1.7% |
| SI | 09 Feb, 15 | 6.80 L. | 7.51 L. | +10.5% | +1.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 03 Jun, 25 | 1 L. | 98395 | -1.6% | -1.6% |
| 2Y | 03 Jun, 24 | 1 L. | 99922 | -0.1% | -0.0% |
| 3Y | 05 Jun, 23 | 1 L. | 1.01 L. | +0.6% | +0.2% |
| 5Y | 03 Jun, 21 | 1 L. | 1.10 L. | +9.7% | +1.9% |
| 10Y | 03 Jun, 16 | 1 L. | 1.19 L. | +18.8% | +1.7% |
| SI | 27 Jan, 15 | 1 L. | 1.27 L. | +26.9% | +2.1% |
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.
