Performance
1Y
Fund7.75%
Cat. Avg.8.25%
2Y
Fund9.25%
Cat. Avg.10.36%
3Y
Fund8.95%
Cat. Avg.9.88%
5Y
Fund7.99%
Cat. Avg.8.73%
10Y
Fund6.70%
Cat. Avg.7.66%
SI
Fund7.21%
Cat. Avg.8.39%
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 | 62295 | +3.8% | +8.2% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.30 L. | +8.7% | +8.8% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.05 L. | +13.8% | +9.0% |
| 5Y | 09 Aug, 21 | 3 L. | 3.71 L. | +23.7% | +8.7% |
| 10Y | 08 Aug, 16 | 6 L. | 8.69 L. | +44.8% | +7.3% |
| SI | 07 Nov, 14 | 7.05 L. | 10.87 L. | +54.2% | +7.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 14 Jul, 25 | 1 L. | 1.08 L. | +7.8% | +7.8% |
| 2Y | 15 Jul, 24 | 1 L. | 1.19 L. | +19.3% | +9.2% |
| 3Y | 14 Jul, 23 | 1 L. | 1.29 L. | +29.3% | +9.0% |
| 5Y | 14 Jul, 21 | 1 L. | 1.47 L. | +46.9% | +8.0% |
| 10Y | 14 Jul, 16 | 1 L. | 1.91 L. | +91.3% | +6.7% |
| SI | 22 Oct, 14 | 1 L. | 2.26 L. | +126.5% | +7.2% |
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.
