Performance
1Y
Fund22.37%
Cat. Avg.47.45%
2Y
Fund16.82%
Cat. Avg.28.76%
3Y
Fund13.99%
Cat. Avg.25.20%
5Y
FundN/A
Cat. Avg.12.57%
10Y
FundN/A
Cat. Avg.12.96%
SI
Fund4.98%
Cat. Avg.13.95%
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 | 67057 | +11.8% | +23.2% |
| 2Y | 07 Jun, 24 | 1.20 L. | 1.43 L. | +19.1% | +18.0% |
| 3Y | 07 Jun, 23 | 1.80 L. | 2.29 L. | +27.4% | +16.5% |
| SI | 07 Jan, 22 | 2.65 L. | 3.51 L. | +32.4% | +12.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 03 Jun, 25 | 1 L. | 1.22 L. | +22.4% | N/A |
| 2Y | 03 Jun, 24 | 1 L. | 1.37 L. | +36.9% | +17.0% |
| 3Y | 02 Jun, 23 | 1 L. | 1.48 L. | +48.1% | +14.0% |
| SI | 08 Dec, 21 | 1 L. | 1.24 L. | +24.4% | +5.0% |
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.
