Performance
1Y
Fund6.00%
Cat. Avg.22.24%
2Y
FundN/A
Cat. Avg.16.86%
3Y
FundN/A
Cat. Avg.18.76%
5Y
FundN/A
Cat. Avg.13.41%
10Y
FundN/A
Cat. Avg.11.78%
SI
Fund5.96%
Cat. Avg.14.60%
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.
No available Data
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61870 | +3.1% | +6.5% |
| SI | 09 Jun, 25 | 70000 | 72501 | +3.6% | +6.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 1.06 L. | +6.0% | +6.0% |
| SI | 26 May, 25 | 1 L. | 1.07 L. | +6.8% | +6.0% |
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.
