Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -3.95 | 19.43 | 7.88 | 7.98 | 13.81 |
| 3 year | 4.00 | 13.45 | 7.48 | 7.94 | 7.37 |
| 5 year | 5.69 | 9.78 | 7.85 | 7.82 | 7.61 |
| 7 year | 6.05 | 10.11 | 7.89 | 8.10 | 8.34 |
| 10 year | 7.11 | 8.53 | 7.92 | 7.91 | 8.33 |
| 12 year | 7.48 | 8.44 | 7.99 | 7.94 | 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: ₹12,42,775 - Absolute Returns: ₹42,775 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,46,848 - Absolute Returns: ₹4,46,848 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹71,90,344 - Absolute Returns: ₹11,90,344 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,10,19,899 - Absolute Returns: ₹26,19,899 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,75,69,905 - Absolute Returns: ₹55,69,905 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,32,65,620 - Absolute Returns: ₹88,65,620 - CAGR: %Drawdown Metrics
Max Drawdown
-11.13 %
Drawdown Duration
3 months
Recovery Time
13 months
Avg Drawdown
-0.97 %
Calmar Ratio by Duration
1
Y
0.7173
3
Y
0.7137
5
Y
0.7029
7
Y
0.7281
10
Y
0.711
12
Y
0.7137