Performance
1Y
Fund87.93%
Cat. Avg.21.20%
2Y
Fund53.11%
Cat. Avg.17.75%
3Y
Fund39.41%
Cat. Avg.18.40%
5Y
FundN/A
Cat. Avg.13.16%
10Y
FundN/A
Cat. Avg.11.26%
SI
Fund30.13%
Cat. Avg.13.59%
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 | 07 Aug, 25 | 60000 | 69504 | +15.8% | +34.0% |
| 2Y | 07 Aug, 24 | 1.20 L. | 2.06 L. | +71.7% | +65.4% |
| 3Y | 07 Aug, 23 | 1.80 L. | 3.69 L. | +105.2% | +54.5% |
| SI | 07 Mar, 22 | 2.65 L. | 6.37 L. | +140.5% | +42.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.87 L. | +87.5% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 2.36 L. | +136.1% | +53.9% |
| 3Y | 20 Jul, 23 | 1 L. | 2.71 L. | +171.0% | +39.4% |
| SI | 08 Feb, 22 | 1 L. | 3.23 L. | +222.5% | +30.2% |
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.
