Returns Performance

Lumpsum Returns Performance

One time Investment of ₹5,00,000 calculated using actual historical NAV.

-4.47%
Loss: -₹22,369
₹5,00,000 ₹4,77,631
1 Month
-4.56%
Loss: -₹22,803
₹5,00,000 ₹4,77,197
3 Months
9.98%
Gain: +₹49,903
₹5,00,000 ₹5,49,903
6 Months
2.51%
Gain: +₹12,568
₹5,00,000 ₹5,12,568
1 Year
8.37%
Gain: +₹1,36,201
₹5,00,000 ₹6,36,201
3 Years
13.25%
Gain: +₹4,31,976
₹5,00,000 ₹9,31,976
5 Years
22.33%
Gain: +₹15,51,901
₹5,00,000 ₹20,51,901
7 Years
16.37%
Gain: +₹17,77,921
₹5,00,000 ₹22,77,921
10 Years
14.78%
Gain: +₹34,58,501
₹5,00,000 ₹39,58,501
15 Years
10.83%
Gain: +₹36,22,405
₹5,00,000 ₹41,22,405
Since Inception
Performance Illustration
  • Lump-sum investment: ₹5,00,000
  • SIP investment: ₹10,000 per month
  • Values are calculated using actual historical NAV based on the selected investment period.
  • Current valuation is based on the latest available NAV.

SIP Performance Illustration

Monthly SIP of ₹10,000 calculated using actual historical NAV.

0.41% XIRR
Gain: +₹2,272
₹3,60,000 ₹3,62,272
36 installments 3 Years
9.25% XIRR
Gain: +₹1,57,382
₹6,00,000 ₹7,57,382
60 installments 5 Years
17.25% XIRR
Gain: +₹17,69,357
₹12,00,000 ₹29,69,357
120 installments 10 Years
15.72% XIRR
Gain: +₹47,67,304
₹18,00,000 ₹65,67,304
180 installments 15 Years
13.50% XIRR
Gain: +₹93,70,972
₹24,60,000 ₹1,18,30,972
246 installments Since Inception

XIRR is calculated from the actual dates and values of all SIP cash flows. Illustrations are not return guarantees.

Fund Information

AMC
quant Mutual Fund
Benchmark
—
Category
Equity
Sub Category
Mid Cap Fund
Plan
Growth
Launch Date
—
AUM
—
Expense Ratio
2.1800%
Fund Manager
—
Riskometer
—
NAV (as on October 1, 2026)
₹210.9715
Exit Load
Refer to scheme factsheet.

Investment Calculator

Results use this scheme’s actual historical NAV data. They are illustrations, not return guarantees.

NAV History Chart

5000 data points
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