Performance
1Y
Fund7.11%
Cat. Avg.7.27%
2Y
Fund8.59%
Cat. Avg.9.52%
3Y
Fund8.76%
Cat. Avg.9.72%
5Y
Fund7.84%
Cat. Avg.8.20%
10Y
Fund6.48%
Cat. Avg.7.27%
SI
Fund7.17%
Cat. Avg.8.23%
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 | 61957 | +3.3% | +6.8% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.29 L. | +7.8% | +7.8% |
| 3Y | 07 Nov, 23 | 1.80 L. | 2.03 L. | +12.9% | +8.4% |
| 5Y | 08 Nov, 21 | 3 L. | 3.69 L. | +23.1% | +8.4% |
| 10Y | 07 Nov, 16 | 6 L. | 8.67 L. | +44.5% | +7.2% |
| SI | 07 Nov, 14 | 7.20 L. | 11.17 L. | +55.2% | +7.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.07 L. | +7.1% | +7.1% |
| 2Y | 16 Oct, 24 | 1 L. | 1.18 L. | +17.9% | +8.6% |
| 3Y | 16 Oct, 23 | 1 L. | 1.29 L. | +28.6% | +8.8% |
| 5Y | 18 Oct, 21 | 1 L. | 1.46 L. | +45.8% | +7.8% |
| 10Y | 17 Oct, 16 | 1 L. | 1.87 L. | +87.3% | +6.5% |
| SI | 22 Oct, 14 | 1 L. | 2.30 L. | +129.5% | +7.2% |
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.
