Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -19.41 | 75.89 | 14.23 | 18.00 | 12.77 |
| 3 year | -1.15 | 27.18 | 16.05 | 15.10 | 16.85 |
| 5 year | 0.71 | 25.78 | 15.11 | 14.60 | 15.91 |
| 7 year | 9.03 | 18.24 | 14.45 | 14.13 | 14.19 |
| 10 year | 11.55 | 17.51 | 14.81 | 14.86 | 14.89 |
| 12 year | 15.29 | 17.70 | 16.60 | 16.56 | 15.79 |
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: ₹12,91,780 - Absolute Returns: ₹91,780 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,52,848 - Absolute Returns: ₹8,52,848 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹86,29,939 - Absolute Returns: ₹26,29,939 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,40,77,730 - Absolute Returns: ₹56,77,730 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,66,91,516 - Absolute Returns: ₹1,46,91,516 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,85,64,061 - Absolute Returns: ₹2,41,64,061 - CAGR: %Drawdown Metrics
Max Drawdown
-31.59 %
Drawdown Duration
1 months
Recovery Time
8 months
Avg Drawdown
-4.88 %
Calmar Ratio by Duration
1
Y
0.5699
3
Y
0.478
5
Y
0.4622
7
Y
0.4473
10
Y
0.4704
12
Y
0.5243
Benchmark Comparison
vs NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 year | 5.36 | 0.96 | 96.0 | 88.4 | 9.45 % | 4.00 % |
| 3 years | 8.18 | 0.98 | 100.8 | 89.7 | 19.39 % | 11.28 % |
| 5 years | 3.75 | 0.96 | 95.4 | 90.3 | 13.06 % | 9.44 % |
| 7 years | 4.74 | 0.87 | 91.0 | 85.7 | 14.94 % | 10.74 % |
| 10 years | 2.78 | 0.88 | 91.0 | 87.4 | 14.17 % | 12.06 % |
| 12 years | 2.10 | 0.88 | 91.0 | 87.4 | 11.68 % | 10.00 % |
| 15 years | 1.49 | 0.88 | 91.0 | 87.4 | 9.24 % | 7.92 % |