Performance
1Y
Fund6.78%
Cat. Avg.-0.92%
2Y
Fund7.29%
Cat. Avg.0.42%
3Y
Fund7.22%
Cat. Avg.9.27%
5Y
FundN/A
Cat. Avg.7.81%
10Y
FundN/A
Cat. Avg.11.35%
SI
Fund6.05%
Cat. Avg.5.56%
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 Nov, 24 | 60000 | 62015 | +3.4% | +6.5% |
| 2Y | 07 Nov, 23 | 1.20 L. | 1.29 L. | +7.2% | +7.0% |
| 3Y | 07 Nov, 22 | 1.80 L. | 2.00 L. | +11.2% | +7.1% |
| SI | 07 Apr, 22 | 2.15 L. | 2.44 L. | +13.4% | +7.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 31 Oct, 24 | 1 L. | 1.07 L. | +6.8% | +6.8% |
| 2Y | 31 Oct, 23 | 1 L. | 1.15 L. | +15.1% | +7.3% |
| 3Y | 31 Oct, 22 | 1 L. | 1.23 L. | +23.3% | +7.2% |
| SI | 11 Mar, 22 | 1 L. | 1.24 L. | +23.8% | +6.1% |
SIP Calculator
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 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.
