Performance
1Y
Fund159.86%
Cat. Avg.33.64%
2Y
Fund62.59%
Cat. Avg.21.27%
3Y
Fund51.26%
Cat. Avg.21.06%
5Y
FundN/A
Cat. Avg.13.82%
10Y
FundN/A
Cat. Avg.11.86%
SI
Fund36.95%
Cat. Avg.16.77%
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 | 95985 | +60.0% | +135.1% |
| 2Y | 07 Jun, 24 | 1.20 L. | 2.63 L. | +119.5% | +100.7% |
| 3Y | 07 Jun, 23 | 1.80 L. | 4.67 L. | +159.4% | +74.1% |
| SI | 07 Mar, 22 | 2.55 L. | 7.54 L. | +195.6% | +55.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 29 May, 25 | 1 L. | 2.60 L. | +159.9% | +160.0% |
| 2Y | 29 May, 24 | 1 L. | 2.64 L. | +164.3% | +62.6% |
| 3Y | 29 May, 23 | 1 L. | 3.46 L. | +246.1% | +51.3% |
| SI | 08 Feb, 22 | 1 L. | 3.87 L. | +287.1% | +37.0% |
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.
