Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -4.97 | 34.29 | 11.75 | 15.03 | 12.77 |
| 3 year | 11.41 | 14.55 | 13.66 | 13.44 | 16.85 |
Comparison vs benchmark returns
| Index | Metrics | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY 50 |
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| NIFTY 100 |
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| NIFTY 200 |
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| NIFTY 500 |
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SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
Comparison vs benchmark returns
| Index | Metrics |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,75,982 - Absolute Returns: ₹75,982 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹42,02,661 - Absolute Returns: ₹6,02,661 - CAGR: %Drawdown Metrics
Max Drawdown
-15.39 %
Drawdown Duration
5 months
Recovery Time
8 months
Avg Drawdown
-3.44 %
Calmar Ratio by Duration
1
Y
0.9767
3
Y
0.8734
Benchmark Comparison
vs NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 year | 0.87 | 1.00 | 99.8 | 98.6 | 4.88 % | 4.00 % |
| 3 years | 0.94 | 0.99 | 99.9 | 98.6 | 12.19 % | 11.28 % |
| 5 years | 0.50 | 0.99 | 99.9 | 98.7 | 5.64 % | 5.13 % |
| 7 years | 0.35 | 0.99 | 99.9 | 98.7 | 4.00 % | 3.63 % |
| 10 years | 0.22 | 0.99 | 99.9 | 98.7 | 2.78 % | 2.53 % |
| 12 years | 0.18 | 0.99 | 99.9 | 98.7 | 2.31 % | 2.10 % |
| 15 years | 0.14 | 0.99 | 99.9 | 98.7 | 1.85 % | 1.68 % |