Performance
1Y
Fund-0.05%
Cat. Avg.8.25%
2Y
Fund0.71%
Cat. Avg.10.36%
3Y
Fund0.80%
Cat. Avg.9.88%
5Y
Fund0.69%
Cat. Avg.8.73%
10Y
Fund0.30%
Cat. Avg.7.66%
SI
Fund0.63%
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 | 59745 | -0.4% | -0.9% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.20 L. | -0.2% | -0.2% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.81 L. | +0.4% | +0.2% |
| 5Y | 09 Aug, 21 | 3 L. | 3.04 L. | +1.3% | +0.5% |
| 10Y | 08 Aug, 16 | 6 L. | 6.24 L. | +3.9% | +0.8% |
| SI | 07 Jan, 13 | 8.15 L. | 8.51 L. | +4.4% | +0.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 14 Jul, 25 | 1 L. | 99954 | -0.0% | -0.0% |
| 2Y | 15 Jul, 24 | 1 L. | 1.01 L. | +1.4% | +0.7% |
| 3Y | 14 Jul, 23 | 1 L. | 1.02 L. | +2.4% | +0.8% |
| 5Y | 14 Jul, 21 | 1 L. | 1.03 L. | +3.5% | +0.7% |
| 10Y | 14 Jul, 16 | 1 L. | 1.03 L. | +3.0% | +0.3% |
| SI | 02 Jan, 13 | 1 L. | 1.09 L. | +8.9% | +0.6% |
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.
