Performance
1Y
Fund5.05%
Cat. Avg.6.57%
2Y
Fund5.36%
Cat. Avg.15.12%
3Y
Fund5.54%
Cat. Avg.18.42%
5Y
Fund3.13%
Cat. Avg.12.05%
10Y
Fund5.75%
Cat. Avg.10.99%
SI
Fund7.09%
Cat. Avg.11.44%
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 Nov, 25 | 60000 | 61306 | +2.2% | +4.6% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.26 L. | +5.4% | +5.4% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.96 L. | +9.0% | +5.9% |
| 5Y | 08 Nov, 21 | 3 L. | 3.43 L. | +14.3% | +5.4% |
| 10Y | 07 Nov, 16 | 6 L. | 7.91 L. | +31.8% | +5.5% |
| SI | 07 Apr, 06 | 12.35 L. | 25.72 L. | +108.3% | +6.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.05 L. | +5.1% | +5.1% |
| 2Y | 16 Oct, 24 | 1 L. | 1.11 L. | +11.0% | +5.4% |
| 3Y | 16 Oct, 23 | 1 L. | 1.18 L. | +17.6% | +5.5% |
| 5Y | 18 Oct, 21 | 1 L. | 1.17 L. | +16.6% | +3.1% |
| 10Y | 17 Oct, 16 | 1 L. | 1.75 L. | +74.9% | +5.8% |
| SI | 02 Apr, 06 | 1 L. | 4.09 L. | +309.1% | +7.1% |
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.
