Performance
1Y
Fund5.03%
Cat. Avg.32.06%
2Y
FundN/A
Cat. Avg.21.28%
3Y
FundN/A
Cat. Avg.20.92%
5Y
FundN/A
Cat. Avg.13.92%
10Y
FundN/A
Cat. Avg.12.30%
SI
Fund5.09%
Cat. Avg.17.89%
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 | 61493 | +2.5% | +4.7% |
| SI | 09 Jun, 25 | 60000 | 61493 | +2.5% | +4.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 03 Jun, 25 | 1 L. | 1.05 L. | +5.0% | +5.0% |
| SI | 26 May, 25 | 1 L. | 1.05 L. | +5.2% | +5.1% |
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.
