Performance
1Y
Fund7.30%
Cat. Avg.7.11%
2Y
Fund8.91%
Cat. Avg.9.90%
3Y
Fund8.73%
Cat. Avg.9.44%
5Y
Fund9.06%
Cat. Avg.8.55%
10Y
Fund6.69%
Cat. Avg.7.59%
SI
Fund7.55%
Cat. Avg.8.30%
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 | 62042 | +3.4% | +6.7% |
| 2Y | 07 Jun, 24 | 1.20 L. | 1.30 L. | +8.5% | +8.2% |
| 3Y | 07 Jun, 23 | 1.80 L. | 2.04 L. | +13.6% | +8.6% |
| 5Y | 07 Jun, 21 | 3 L. | 3.70 L. | +23.4% | +8.4% |
| 10Y | 07 Jun, 16 | 6 L. | 8.64 L. | +44.0% | +7.1% |
| SI | 07 Jan, 13 | 8.05 L. | 13.29 L. | +65.1% | +7.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 29 May, 25 | 1 L. | 1.07 L. | +7.3% | +7.3% |
| 2Y | 29 May, 24 | 1 L. | 1.19 L. | +18.6% | +8.9% |
| 3Y | 29 May, 23 | 1 L. | 1.29 L. | +28.5% | +8.7% |
| 5Y | 31 May, 21 | 1 L. | 1.54 L. | +54.3% | +9.1% |
| 10Y | 30 May, 16 | 1 L. | 1.91 L. | +90.9% | +6.7% |
| SI | 02 Jan, 13 | 1 L. | 2.65 L. | +165.4% | +7.6% |
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.
