Period | Total Amount Invested | Mkt Value as on 30-November-2021 |
SI |
1,630,000 |
5,876,617 |
10 Yrs |
1,200,000 |
2,966,993 |
7 Yrs |
840,000 |
1,491,929 |
5 Yrs |
600,000 |
929,698 |
3 Yrs |
360,000 |
507,754 |
1 Yr |
120,000 |
134,288 |
Returns (%) |
Period |
|||||
SI |
10yrs |
7yrs |
5yrs |
3yrs |
1yr |
|
Fund Return& (%) |
17.34 |
17.24 |
16.12 |
17.56 |
23.67 |
22.82 |
Benchmark Return& (%) |
14.25 |
15.23 |
15.80 |
17.98 |
24.47 |
23.37 |
Add. Benchmark Return& (%) |
14.12 |
15.25 |
16.28 |
18.67 |
23.90 |
21.74 |
Period | Total Amount Invested | Mkt Value as on 30-November-2021 |
SIP |
1,360,000 |
5,730,059 |
10 Yrs |
1,200,000 |
4,327,808 |
7 Yrs |
840,000 |
1,813,942 |
5 Yrs |
600,000 |
1,075,187 |
3 Yrs |
360,000 |
575,368 |
1 Yr |
120,000 |
139,296 |
Returns (%) |
Period |
|||||
SI |
10yrs |
7yrs |
5yrs |
3yrs |
1yr |
|
Fund Return& (%) |
23.58 |
24.23 |
21.62 |
23.55 |
32.96 |
31.14 |
Benchmark Return& (%) |
16.83 |
17.80 |
17.90 |
20.49 |
30.47 |
31.06 |
Add. Benchmark Return& (%) |
14.46 |
15.25 |
16.28 |
18.67 |
23.90 |
21.74 |
Period | Total Amount Invested | Mkt Value as on 30-November-2021 |
SI |
700,000 |
1,334,805 |
5 Yrs |
600,000 |
1,048,194 |
3 Yr |
360,000 |
559,593 |
1 Yr |
120,000 |
137,617 |
Returns (%) |
Period |
|||
SI |
5yrs |
3yrs |
1yr |
|
Fund Return& (%) |
22.07 |
22.50 |
30.86 |
28.33 |
Benchmark Return& (%) |
17.57 |
18.32 |
25.72 |
25.11 |
Add. Benchmark Return& (%) |
17.94 |
18.64 |
23.90 |
21.74 |
Period | Total Amount Invested | Mkt Value as on 30-November-2021 |
SI |
300,000 |
469,650 |
1 Yr |
120,000 |
142,846 |
Returns (%) |
Period |
|
SI |
1yr |
|
Fund Return& (%) |
38.58 |
37.14 |
Benchmark Return& (%) |
29.61 |
25.11 |
Add. Benchmark Return& (%) |
26.95 |
21.74 |
Period | Total Amount Invested | Mkt Value as on 30-November-2021 |
SI |
280,000 |
459,642 |
1 Yr |
120,000 |
143,808 |
Returns (%) |
Period |
|
SI |
1yr |
|
Fund Return& (%) |
46.75 |
38.77 |
Benchmark Return& (%) |
45.15 |
38.06 |
Add. Benchmark Return& (%) |
28.62 |
21.74 |
Period | Total Amount Invested | Mkt Value as on 30-November-2021 |
SI |
1,280,000 |
3,502,133 |
10 Yrs |
1,200,000 |
3,075,413 |
7 Yrs |
840,000 |
1,578,689 |
5 Yrs |
600,000 |
977,025 |
3 Yrs |
360,000 |
528,230 |
1 Yr |
120,000 |
140,646 |
Returns (%) |
Period |
|||||
SI |
10yrs |
7yrs |
5yrs |
3yrs |
1yr |
|
Fund Return& (%) |
17.83 |
17.91 |
17.71 |
19.60 |
26.56 |
33.41 |
Benchmark Return& (%) |
15.13 |
14.93 |
14.26 |
15.65 |
21.64 |
25.37 |
Add. Benchmark Return& (%) |
14.93 |
15.25 |
16.28 |
18.67 |
23.90 |
21.74 |
Period | Total Amount Invested | Mkt Value as on 30-November-2021 |
SI |
400,000 |
706,416 |
3 Yr |
360,000 |
618,289 |
1 Yr |
120,000 |
135,013 |
Returns (%) |
Period |
||
SI |
3yr |
1yr |
|
Fund Return& (%) |
36.05 |
38.52 |
24.06 |
Benchmark Return& (%) |
28.58 |
31.21 |
17.21 |
Add. Benchmark Return& (%) |
22.40 |
23.90 |
21.74 |
Period | Total Amount Invested | Mkt Value as on 30-November-2021 |
SI |
760,000 |
1,237,074 |
5 Yrs |
600,000 |
895,313 |
3 Yr |
360,000 |
489,852 |
1 Yr |
120,000 |
132,731 |
Returns (%) |
Period |
|||
SI |
5yrs |
3yrs |
1yr |
|
Fund Return& (%) |
15.20 |
16.02 |
21.07 |
20.27 |
Benchmark Return& (%) |
14.75 |
15.67 |
20.29 |
18.05 |
Add. Benchmark Return& (%) |
17.34 |
18.67 |
23.90 |
21.74 |
Period | Total Amount Invested | Mkt Value as on 30-November-2021 |
SI |
350,000 |
443,374 |
1 Yr |
120,000 |
129,103 |
Returns (%) |
Period |
|
SI |
1yr |
|
Fund Return& (%) |
16.46 |
14.38 |
Benchmark Return& (%) |
12.56 |
10.59 |
Add. Benchmark Return& (%) |
5.30 |
2.65 |
Period | Total Amount Invested | Mkt Value as on 30-November-2021 |
SI |
170,000 |
174,807 |
1 Yr |
120,000 |
122,482 |
Returns (%) |
Period |
|
SI |
1yr |
|
Fund Return& (%) |
3.79 |
3.87 |
Benchmark Return& (%) |
3.88 |
3.91 |
Add. Benchmark Return& (%) |
3.53 |
3.46 |
&The SIP returns are calculated by XIRR approach assuming investment of 10,000/- on the 1st working day of every month.