Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -1.37 | 19.81 | 8.18 | 8.83 | 13.81 |
| 3 year | 3.42 | 14.26 | 8.56 | 8.70 | 7.37 |
| 5 year | 5.37 | 11.30 | 8.66 | 8.62 | 7.61 |
| 7 year | 6.67 | 11.50 | 8.57 | 8.94 | 8.34 |
| 10 year | 7.98 | 9.31 | 8.67 | 8.66 | 8.33 |
| 12 year | 8.44 | 9.04 | 8.74 | 8.75 | 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: ₹12,46,694 - Absolute Returns: ₹46,694 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,74,141 - Absolute Returns: ₹4,74,141 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹73,03,031 - Absolute Returns: ₹13,03,031 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,11,82,218 - Absolute Returns: ₹27,82,218 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,80,31,676 - Absolute Returns: ₹60,31,676 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,38,65,460 - Absolute Returns: ₹94,65,460 - CAGR: %Drawdown Metrics
Max Drawdown
-7.05 %
Drawdown Duration
3 months
Recovery Time
5 months
Avg Drawdown
-0.75 %
Calmar Ratio by Duration
1
Y
1.2519
3
Y
1.2335
5
Y
1.2221
7
Y
1.2675
10
Y
1.2278
12
Y
1.2406