Performance
1Y
Fund150.49%
Cat. Avg.31.51%
2Y
Fund65.67%
Cat. Avg.21.06%
3Y
Fund49.84%
Cat. Avg.20.60%
5Y
FundN/A
Cat. Avg.13.55%
10Y
FundN/A
Cat. Avg.11.78%
SI
Fund36.49%
Cat. Avg.16.31%
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 | 94987 | +58.3% | +126.6% |
| 2Y | 07 Jun, 24 | 1.20 L. | 2.61 L. | +117.2% | +97.5% |
| 3Y | 07 Jun, 23 | 1.80 L. | 4.62 L. | +156.7% | +72.4% |
| SI | 07 Mar, 22 | 2.55 L. | 7.46 L. | +192.5% | +54.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 03 Jun, 25 | 1 L. | 2.50 L. | +150.5% | +150.6% |
| 2Y | 03 Jun, 24 | 1 L. | 2.74 L. | +174.5% | +65.7% |
| 3Y | 05 Jun, 23 | 1 L. | 3.40 L. | +240.5% | +50.5% |
| SI | 08 Feb, 22 | 1 L. | 3.83 L. | +283.1% | +36.5% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
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%
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.
