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Claude
Perplexity
📊 Analyst Summary
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| SCHEME NAME | Oct 2025 ₹10,537.91 | Nov 2025 ₹11,524.34 | Dec 2025 ₹12,871.37 | Jan 2026 ₹14,443.69 | Feb 2026 ₹15,942.55 | Mar 2026 ₹12,902.32 | Apr 2026 ₹16,925.95 | May 2026 ₹15,412.12 | Jun 2026 ₹15,651.08 | Jul 2026 ₹18,762.17 | Aug 2026 ₹22,635.30 | Sep 2026 ₹20,351.01 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total | — 10,537.91 3,445,449 | — 11,524.34 3,523,728 | — 12,871.37 3,549,745 | — 14,443.69 3,529,306 | — 15,942.55 3,472,567 | — 12,902.32 3,472,567 | — 16,925.95 3,423,533 | — 15,412.12 3,440,590 | — 15,651.08 3,442,447 | — 18,762.17 3,430,952 | — 22,635.30 3,481,817 | — 20,351.01 3,399,767 |
| Quantum Flexi Cap Fund - Regular Plan - Growth | — — — | — — — | — — — | — — — | — — — | — — — | — — — | — — — | — — — | — — — | — — — | 1.78% 115.55 19,303 |
| Tata Small Cap Fund - Regular Plan - Growth | 0.41% 4,821.07 1,576,286 | 0.45% 5,155.24 1,576,286 | 0.50% 5,715.61 1,576,286 | 0.60% 6,450.95 1,576,286 | 0.68% 7,236.73 1,576,286 | 0.61% 5,856.69 1,576,286 | 0.69% 7,793.16 1,576,286 | 0.61% 7,060.97 1,576,286 | 0.57% 7,166.58 1,576,286 | 0.68% 8,619.92 1,576,286 | 0.78% 10,247.44 1,576,286 | 0.71% 9,435.65 1,576,286 |
| HDFC Aggressive Hybrid Fund - Growth | 0.22% 5,518.08 1,804,178 | 0.24% 5,900.56 1,804,178 | 0.27% 6,541.95 1,804,178 | 0.31% 7,383.60 1,804,178 | 0.35% 8,282.98 1,804,178 | 0.31% 6,703.42 1,804,178 | 0.40% 8,919.86 1,804,178 | 0.37% 8,081.82 1,804,178 | 0.37% 8,202.70 1,804,178 | 0.44% 9,866.15 1,804,178 | 0.53% 11,728.96 1,804,178 | 0.51% 10,799.81 1,804,178 |
| ICICI Prudential Exports and Services Fund - Growth | — — — | — — — | — — — | — — — | — — — | — — — | — — — | 0.07% 89.59 20,000 | 0.07% 99.37 21,857 | 0.08% 119.53 21,857 | 0.43% 658.90 101,353 | — — — |
| ICICI Prudential Transportation and Logistics Fund - Regular Plan - Growth | 0.04% 110.30 36,064 | 0.04% 131.46 40,196 | 0.09% 285.88 78,842 | 0.11% 322.66 78,842 | 0.12% 361.96 78,842 | 0.11% 292.94 78,842 | 0.07% 212.93 43,069 | 0.06% 179.74 40,126 | 0.05% 182.43 40,126 | 0.04% 156.57 28,631 | — — — | — — — |
| Groww Value Fund - Regular Plan - Growth | — — — | — — — | — — — | — — — | 0.92% 60.88 13,261 | 0.83% 49.27 13,261 | — — — | — — — | — — — | — — — | — — — | — — — |
| ICICI Prudential Small Cap Fund - Growth | — — — | 0.03% 242.49 74,146 | 0.03% 284.12 78,357 | 0.04% 286.48 70,000 | — — — | — — — | — — — | — — — | — — — | — — — | — — — | — — — |
| ICICI Prudential Children’s Fund - Growth | — — — | — — — | 0.03% 43.81 12,082 | — — — | — — — | — — — | — — — | — — — | — — — | — — — | — — — | — — — |
| Motilal Oswal BSE 1000 Index Fund - Regular Plan - Growth | 0.00% 0.17 55 | 0.00% 0.18 56 | — — — | — — — | — — — | — — — | — — — | — — — | — — — | — — — | — — — | — — — |
| Sundaram Long Term Tax Advantage Fund - Series IV - Regular Plan - Growth | 0.34% 7.97 2,606 | 0.38% 8.52 2,606 | — — — | — — — | — — — | — — — | — — — | — — — | — — — | — — — | — — — | — — — |
| Sundaram Long Term Tax Advantage Fund - Series III - Regular Plan - Growth | 0.37% 12.89 4,214 | 0.40% 13.78 4,214 | — — — | — — — | — — — | — — — | — — — | — — — | — — — | — — — | — — — | — — — |
| Sundaram Long Term Micro Cap Tax Advantage Fund - Series VI - Regular Plan - Growth | 0.38% 14.08 4,604 | 0.42% 15.06 4,604 | — — — | — — — | — — — | — — — | — — — | — — — | — — — | — — — | — — — | — — — |
| Sundaram Long Term Micro Cap Tax Advantage Fund - Series V - Regular Plan - Growth | 0.42% 12.97 4,242 | 0.45% 13.87 4,242 | — — — | — — — | — — — | — — — | — — — | — — — | — — — | — — — | — — — | — — — |
| Sundaram Long Term Micro Cap Tax Advantage Fund - Series IV - Regular Plan - Growth | 0.36% 13.19 4,314 | 0.39% 14.11 4,314 | — — — | — — — | — — — | — — — | — — — | — — — | — — — | — — — | — — — | — — — |
| Sundaram Long Term Micro Cap Tax Advantage Fund - Series III - Regular Plan - Growth | 0.35% 27.18 8,886 | 0.38% 29.06 8,886 | — — — | — — — | — — — | — — — | — — — | — — — | — — — | — — — | — — — | — — — |
