Performance
1Y
Fund4.28%
Cat. Avg.1.98%
2Y
Fund7.18%
Cat. Avg.4.69%
3Y
Fund6.93%
Cat. Avg.11.27%
5Y
FundN/A
Cat. Avg.11.22%
10Y
FundN/A
Cat. Avg.11.68%
SI
Fund6.50%
Cat. Avg.6.25%
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 | 61233 | +2.1% | +4.0% |
| 2Y | 07 Jun, 24 | 1.20 L. | 1.27 L. | +6.1% | +6.0% |
| 3Y | 07 Jun, 23 | 1.80 L. | 1.99 L. | +10.5% | +6.7% |
| SI | 07 Apr, 22 | 2.50 L. | 2.89 L. | +15.5% | +6.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 29 May, 25 | 1 L. | 1.04 L. | +4.3% | +4.3% |
| 2Y | 29 May, 24 | 1 L. | 1.15 L. | +14.9% | +7.2% |
| 3Y | 29 May, 23 | 1 L. | 1.22 L. | +22.2% | +6.9% |
| SI | 04 Apr, 22 | 1 L. | 1.30 L. | +29.9% | +6.5% |
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.
