Period | Total Amount Invested | Mkt Value as on 31-August-2020 |
SIP |
1,210,000 |
3,346,552 |
10 Yrs |
1,200,000 |
3,290,870 |
7 Yrs |
840,000 |
1,491,702 |
5 Yrs |
600,000 |
804,143 |
3 Yrs |
360,000 |
410,140 |
1 Yr |
120,000 |
133,883 |
Returns (%) |
Period |
|||||
SI |
10yrs |
7yrs |
5yrs |
3yrs |
1yr |
|
Fund Return& (%) |
19.14 |
19.15 |
16.11 |
11.66 |
8.65 |
22.14 |
Benchmark Return& (%) |
11.05 |
11.08 |
9.32 |
6.88 |
3.41 |
18.44 |
Add. Benchmark Return& (%) |
10.03 |
10.05 |
9.15 |
8.96 |
6.23 |
13.78 |
Period | Total Amount Invested | Mkt Value as on 31-August-2020 |
SI |
1,130,000 |
2,142,331 |
7 Yrs |
840,000 |
1,236,153 |
5 Yrs |
600,000 |
754,294 |
3 Yrs |
360,000 |
385,462 |
1 Yr |
120,000 |
127,189 |
Returns (%) |
Period |
||||
SI |
7yrs |
5yrs |
3yrs |
1yr |
|
Fund Return& (%) |
13.09 |
10.85 |
9.08 |
4.49 |
11.30 |
Benchmark Return& (%) |
11.45 |
9.22 |
7.55 |
4.48 |
13.96 |
Add. Benchmark Return& (%) |
10.24 |
9.15 |
8.96 |
6.23 |
13.78 |
Period | Total Amount Invested | Mkt Value as on 31-August-2020 |
SI |
610,000 |
754,438 |
3 Yrs |
600,000 |
739,137 |
1 Yr |
360,000 |
394,581 |
1 Yr |
1,20,000 |
128,547 |
Returns (%) |
Period |
|||
SI |
5yrs |
3yrs |
1yr |
|
Fund Return& (%) |
8.29 |
8.27 |
6.04 |
13.47 |
Benchmark Return& (%) |
8.72 |
8.73 |
7.32 |
14.11 |
Add. Benchmark Return& (%) |
8.92 |
8.96 |
6.23 |
13.78 |
Period | Total Amount Invested | Mkt Value as on 31-August-2020 |
SI |
1,480,000 |
3,838,641 |
10 Yrs |
1,200,000 |
2,354,448 |
7 Yrs |
840,000 |
1,232,712 |
5 Yrs |
600,000 |
741,547 |
3 Yrs |
360,000 |
387,787 |
1 Yr |
120,000 |
129,476 |
Returns (%) |
Period |
|||||
SI |
10yrs |
7yrs |
5yrs |
3yrs |
1yr |
|
Fund Return& (%) |
14.48 |
12.93 |
10.77 |
8.40 |
4.89 |
14.97 |
Benchmark Return& (%) |
10.47 |
9.73 |
8.40 |
7.30 |
4.05 |
12.94 |
Add. Benchmark Return& (%) |
10.58 |
10.05 |
9.15 |
8.96 |
6.23 |
13.78 |
Period | Total Amount Invested | Mkt Value as on 31-August-2020 |
SI |
560,000 |
729,024 |
3 Yrs |
360,000 |
405,695 |
1 Yr |
120,000 |
133,645 |
Returns (%) |
Period |
||
SI |
3yrs |
1yr |
|
Fund Return& (%) |
11.26 |
7.91 |
21.75 |
Benchmark Return& (%) |
6.48 |
3.45 |
13.72 |
Add. Benchmark Return& (%) |
8.84 |
6.23 |
13.78 |
Period | Total Amount Invested | Mkt Value as on 31-August-2020 |
SI |
250,000 |
362,795 |
1 Yr |
120,000 |
163,988 |
Returns (%) |
Period |
|
SI |
1yr |
|
Fund Return& (%) |
38.60 |
74.31 |
Benchmark Return& (%) |
28.16 |
64.56 |
Add. Benchmark Return& (%) |
5.79 |
13.78 |
Period | Total Amount Invested | Mkt Value as on 31-August-2020 |
SI |
150,000 |
168,572 |
1 Yr |
120,000 |
135,023 |
Returns (%) |
Period |
|
SI |
1yr |
|
Fund Return& (%) |
18.85 |
24.02 |
Benchmark Return& (%) |
8.60 |
13.72 |
Add. Benchmark Return& (%) |
9.03 |
13.78 |
Period | Total Amount Invested | Mkt Value as on 31-August-2020 |
SI |
130,000 |
145,440 |
1 Yr |
120,000 |
134,054 |
Returns (%) |
Period |
|
SI |
1yr |
|
Fund Return& (%) |
20.94 |
22.42 |
Benchmark Return& (%) |
18.16 |
20.25 |
Add. Benchmark Return& (%) |
12.50 |
13.78 |
&The SIP returns are calculated by XIRR approach assuming investment of 10,000/- on the 1st working day of every month.