Performance
1Y
Fund-2.86%
Cat. Avg.7.15%
2Y
Fund-6.19%
Cat. Avg.15.34%
3Y
FundN/A
Cat. Avg.18.72%
5Y
FundN/A
Cat. Avg.12.38%
10Y
FundN/A
Cat. Avg.11.51%
SI
Fund-3.40%
Cat. Avg.12.46%
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, 25 | 60000 | 58912 | -1.8% | -3.7% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.21 L. | +0.7% | +0.7% |
| SI | 09 Sep, 24 | 1.30 L. | 1.30 L. | -0.1% | -0.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 97137 | -2.9% | -2.9% |
| 2Y | 16 Oct, 24 | 1 L. | 88011 | -12.0% | -6.2% |
| SI | 14 Aug, 24 | 1 L. | 92769 | -7.2% | -3.4% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Years
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%
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.
