Performance
1Y
Fund6.10%
Cat. Avg.-1.42%
2Y
Fund6.86%
Cat. Avg.-0.02%
3Y
Fund6.92%
Cat. Avg.8.81%
5Y
FundN/A
Cat. Avg.7.22%
10Y
FundN/A
Cat. Avg.10.92%
SI
Fund6.91%
Cat. Avg.5.09%
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 Oct, 24 | 60000 | 61802 | +3.0% | +5.8% |
| 2Y | 09 Oct, 23 | 1.20 L. | 1.28 L. | +6.7% | +6.5% |
| 3Y | 07 Oct, 22 | 1.80 L. | 1.99 L. | +10.5% | +6.7% |
| SI | 07 Oct, 22 | 1.80 L. | 1.99 L. | +10.5% | +6.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 30 Sep, 24 | 1 L. | 1.06 L. | +6.1% | +6.1% |
| 2Y | 03 Oct, 23 | 1 L. | 1.14 L. | +14.1% | +6.8% |
| 3Y | 30 Sep, 22 | 1 L. | 1.22 L. | +22.2% | +6.9% |
| SI | 29 Sep, 22 | 1 L. | 1.22 L. | +22.2% | +6.9% |
SIP Calculator
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 Profit
₹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.
