Fortis
Fortis Money Plus Fund-Regular Plan-Monthly Dividend Option
Returns matrix
Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).
| Window | Fund | Category avg | +/− vs avg | Rank | Quartile |
|---|---|---|---|---|---|
| 1D | +0.02% | -14.54% | +14.56 | 36 / 373 | Q1 |
| 1W | +0.11% | -15.89% | +16.00 | 70 / 369 | Q1 |
| 2W | +0.22% | -15.78% | +16.01 | 63 / 371 | Q1 |
| 1M | +0.02% | -16.05% | +16.07 | 129 / 373 | Q2 |
| 3M | +0.05% | -17.27% | +17.33 | 140 / 366 | Q2 |
| 6M | +0.08% | -30.18% | +30.26 | 157 / 393 | Q2 |
| YTD | +0.34% | -32.85% | +33.20 | 150 / 414 | Q2 |
| 1Y | +0.09% | -15.79% | +15.88 | 157 / 309 | Q3 |
| 2Y | -0.05% | -13.41% | +13.36 | 97 / 142 | Q3 |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | -0.05% | -35.69% | +35.65 | 211 / 497 | Q2 |
Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%
Calendar-year returns
Full-year performance vs category average. Current year is partial (year-to-date).
| Year | Fund | Category avg | +/− vs avg | Rank |
|---|---|---|---|---|
| 2010 YTD | +0.34% | -11.73% | +12.07 | 60 / 132 |
| 2009 | +0.32% | -33.69% | +34.01 | 109 / 316 |
| 2008 | — | — | — | — |
Rolling returns
Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.
SIP returns — historical "what if"
If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.
| Period | Total invested | Today's value | XIRR | Wealth multiplier |
|---|---|---|---|---|
| ₹ — | ₹ — |
XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.
Recent NAVs
| Date | NAV |
|---|---|
| 20 Oct 2010 | ₹10.0355 |
| 19 Oct 2010 | ₹10.0331 |
| 18 Oct 2010 | ₹10.0309 |
| 15 Oct 2010 | ₹10.0272 |
| 14 Oct 2010 | ₹10.0254 |
| 13 Oct 2010 | ₹10.0242 |
| 12 Oct 2010 | ₹10.0229 |
| 11 Oct 2010 | ₹10.0218 |
| 8 Oct 2010 | ₹10.0163 |
| 7 Oct 2010 | ₹10.0149 |
Frequently asked questions
These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.
- time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
- primary goal is capital preservation or steady accrual, not high growth
- tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.