Performance
1Y
Fund161.63%
Cat. Avg.33.71%
2Y
Fund64.82%
Cat. Avg.21.28%
3Y
Fund51.71%
Cat. Avg.21.25%
5Y
FundN/A
Cat. Avg.14.02%
10Y
FundN/A
Cat. Avg.12.33%
SI
Fund37.41%
Cat. Avg.18.03%
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 | 96230 | +60.4% | +133.4% |
| 2Y | 07 Jun, 24 | 1.20 L. | 2.65 L. | +120.5% | +100.5% |
| 3Y | 07 Jun, 23 | 1.80 L. | 4.70 L. | +161.0% | +74.2% |
| SI | 07 Mar, 22 | 2.55 L. | 7.61 L. | +198.2% | +55.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 02 Jun, 25 | 1 L. | 2.61 L. | +160.9% | N/A |
| 2Y | 03 Jun, 24 | 1 L. | 2.79 L. | +179.3% | +67.4% |
| 3Y | 01 Jun, 23 | 1 L. | 3.49 L. | +249.1% | +51.7% |
| SI | 08 Feb, 22 | 1 L. | 3.94 L. | +293.7% | +37.4% |
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.
