Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -1.75 | 23.56 | 8.39 | 8.87 | 13.81 |
| 3 year | 4.21 | 16.37 | 8.75 | 8.80 | 7.37 |
| 5 year | 5.28 | 11.74 | 8.38 | 8.62 | 7.61 |
| 7 year | 6.44 | 11.81 | 8.52 | 8.84 | 8.34 |
| 10 year | 7.89 | 9.64 | 8.75 | 8.76 | 8.33 |
| 12 year | 8.34 | 9.27 | 8.86 | 8.82 | 8.66 |
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 (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,46,790 - Absolute Returns: ₹46,790 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,67,718 - Absolute Returns: ₹4,67,718 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹73,35,550 - Absolute Returns: ₹13,35,550 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,10,62,889 - Absolute Returns: ₹26,62,889 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,79,26,279 - Absolute Returns: ₹59,26,279 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,37,27,265 - Absolute Returns: ₹93,27,265 - CAGR: %Drawdown Metrics
Max Drawdown
-10.81 %
Drawdown Duration
3 months
Recovery Time
10 months
Avg Drawdown
-1.04 %
Calmar Ratio by Duration
1
Y
0.8207
3
Y
0.8142
5
Y
0.7975
7
Y
0.8179
10
Y
0.8105
12
Y
0.816