Performance
1Y
Fund27.02%
Cat. Avg.35.73%
2Y
Fund17.55%
Cat. Avg.23.89%
3Y
Fund15.35%
Cat. Avg.22.40%
5Y
FundN/A
Cat. Avg.12.16%
10Y
FundN/A
Cat. Avg.12.54%
SI
Fund6.77%
Cat. Avg.14.10%
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 | 67932 | +13.2% | +29.2% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.47 L. | +22.3% | +22.1% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.38 L. | +32.1% | +19.8% |
| SI | 07 Jan, 22 | 2.75 L. | 3.85 L. | +39.9% | +15.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 14 Jul, 25 | 1 L. | 1.27 L. | +27.0% | +27.0% |
| 2Y | 15 Jul, 24 | 1 L. | 1.38 L. | +37.5% | +17.3% |
| 3Y | 14 Jul, 23 | 1 L. | 1.53 L. | +53.5% | +15.3% |
| SI | 08 Dec, 21 | 1 L. | 1.35 L. | +35.1% | +6.8% |
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.
