Performance
1Y
Fund5.57%
Cat. Avg.6.29%
2Y
Fund7.44%
Cat. Avg.8.96%
3Y
Fund7.44%
Cat. Avg.8.54%
5Y
Fund8.32%
Cat. Avg.7.75%
10Y
Fund7.42%
Cat. Avg.6.64%
SI
Fund7.74%
Cat. Avg.7.36%
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 | 61664 | +2.8% | +5.3% |
| 2Y | 07 Jun, 24 | 1.20 L. | 1.28 L. | +6.9% | +6.7% |
| 3Y | 07 Jun, 23 | 1.80 L. | 2.00 L. | +11.3% | +7.1% |
| 5Y | 07 Jun, 21 | 3 L. | 3.61 L. | +20.3% | +7.3% |
| 10Y | 07 Jun, 16 | 6 L. | 8.81 L. | +46.8% | +7.5% |
| SI | 09 Feb, 15 | 6.80 L. | 10.56 L. | +55.3% | +7.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 03 Jun, 25 | 1 L. | 1.06 L. | +5.6% | +5.6% |
| 2Y | 03 Jun, 24 | 1 L. | 1.15 L. | +15.4% | +7.4% |
| 3Y | 05 Jun, 23 | 1 L. | 1.24 L. | +24.0% | +7.4% |
| 5Y | 03 Jun, 21 | 1 L. | 1.49 L. | +49.1% | +8.3% |
| 10Y | 03 Jun, 16 | 1 L. | 2.05 L. | +104.7% | +7.4% |
| SI | 27 Jan, 15 | 1 L. | 2.33 L. | +133.2% | +7.7% |
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.
