Performance
1Y
Fund9.86%
Cat. Avg.19.38%
2Y
Fund7.07%
Cat. Avg.21.40%
3Y
Fund14.80%
Cat. Avg.23.91%
5Y
FundN/A
Cat. Avg.12.28%
10Y
FundN/A
Cat. Avg.12.57%
SI
Fund4.42%
Cat. Avg.13.25%
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 | 59629 | -0.6% | -1.3% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.30 L. | +8.6% | +8.6% |
| 3Y | 07 Nov, 23 | 1.80 L. | 2.09 L. | +16.3% | +10.5% |
| SI | 07 Jan, 22 | 2.90 L. | 3.66 L. | +26.0% | +9.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.10 L. | +9.9% | +9.9% |
| 2Y | 16 Oct, 24 | 1 L. | 1.15 L. | +14.6% | +7.1% |
| 3Y | 16 Oct, 23 | 1 L. | 1.51 L. | +51.3% | +14.8% |
| SI | 08 Dec, 21 | 1 L. | 1.23 L. | +23.4% | +4.4% |
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.
