Cpse ETF
Expense Ratio: N/A
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty CPSE TRI
Inception: 18-03-2014
Exit Load: Nil
Fund Size:₹28,965.73 Cr
Performance
1Y
Fund10.25%
Cat. Avg.6.18%
2Y
Fund5.09%
Cat. Avg.6.23%
3Y
Fund34.35%
Cat. Avg.-19.70%
5Y
Fund32.13%
Cat. Avg.-17.61%
10Y
FundN/A
Cat. Avg.-20.05%
SI
Fund15.74%
Cat. Avg.-6.11%
Fund Facts
Beta
1
Std Dev
22.60%
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 | 63655 | +6.1% | +11.9% |
| 2Y | 07 Jun, 24 | 1.20 L. | 1.31 L. | +8.9% | +8.6% |
| 3Y | 07 Jun, 23 | 1.80 L. | 2.33 L. | +29.7% | +17.8% |
| 5Y | 07 Jun, 21 | 3 L. | 5.96 L. | +98.8% | +28.0% |
| SI | 07 Nov, 16 | 5.75 L. | 17.66 L. | +207.1% | +22.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 02 Jun, 25 | 1 L. | 1.10 L. | +9.9% | N/A |
| 2Y | 03 Jun, 24 | 1 L. | 1.03 L. | +3.1% | +1.5% |
| 3Y | 01 Jun, 23 | 1 L. | 2.42 L. | +142.5% | +34.3% |
| 5Y | 01 Jun, 21 | 1 L. | 4.03 L. | +302.8% | +32.1% |
| SI | 07 Nov, 16 | 1 L. | 4.05 L. | +305.0% | +15.8% |
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.