Performance
1Y
Fund3.69%
Cat. Avg.1.23%
2Y
Fund4.43%
Cat. Avg.1.48%
3Y
Fund4.87%
Cat. Avg.1.62%
5Y
Fund4.74%
Cat. Avg.1.58%
10Y
Fund4.78%
Cat. Avg.1.59%
SI
Fund4.82%
Cat. Avg.1.61%
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 | 60832 | +1.4% | +3.0% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.24 L. | +3.7% | +3.8% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.92 L. | +6.4% | +4.3% |
| 5Y | 08 Nov, 21 | 3 L. | 3.37 L. | +12.3% | +4.7% |
| 10Y | 07 Nov, 16 | 6 L. | 7.55 L. | +25.8% | +4.6% |
| SI | 08 Aug, 16 | 6.15 L. | 7.79 L. | +26.6% | +4.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 09 Oct, 25 | 1 L. | 1.04 L. | +3.7% | +3.7% |
| 2Y | 09 Oct, 24 | 1 L. | 1.09 L. | +9.1% | +4.4% |
| 3Y | 09 Oct, 23 | 1 L. | 1.15 L. | +15.3% | +4.9% |
| 5Y | 11 Oct, 21 | 1 L. | 1.26 L. | +26.0% | +4.7% |
| 10Y | 10 Oct, 16 | 1 L. | 1.59 L. | +59.4% | +4.8% |
| SI | 20 Jul, 16 | 1 L. | 1.62 L. | +61.9% | +4.8% |
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.
