Performance
1Y
Fund25.99%
Cat. Avg.34.90%
2Y
Fund16.59%
Cat. Avg.23.13%
3Y
Fund14.39%
Cat. Avg.21.60%
5Y
FundN/A
Cat. Avg.11.32%
10Y
FundN/A
Cat. Avg.11.75%
SI
Fund5.88%
Cat. Avg.13.20%
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 | 67694 | +12.8% | +28.3% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.46 L. | +21.3% | +21.2% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.35 L. | +30.5% | +18.9% |
| SI | 07 Jan, 22 | 2.75 L. | 3.77 L. | +37.2% | +14.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 14 Jul, 25 | 1 L. | 1.26 L. | +26.0% | +26.0% |
| 2Y | 15 Jul, 24 | 1 L. | 1.35 L. | +35.3% | +16.3% |
| 3Y | 14 Jul, 23 | 1 L. | 1.50 L. | +49.7% | +14.4% |
| SI | 08 Dec, 21 | 1 L. | 1.30 L. | +30.1% | +5.9% |
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.
