Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -1.44 | 19.55 | 8.04 | 7.99 | 13.81 |
| 3 year | 3.76 | 13.95 | 7.63 | 7.68 | 7.37 |
| 5 year | 5.46 | 9.89 | 7.20 | 7.41 | 7.61 |
| 7 year | 5.44 | 10.17 | 7.19 | 7.60 | 8.34 |
| 10 year | 7.03 | 8.22 | 7.63 | 7.63 | 8.33 |
| 12 year | 7.68 | 8.37 | 7.93 | 7.93 | 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: ₹12,44,017 - Absolute Returns: ₹44,017 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,19,590 - Absolute Returns: ₹4,19,590 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹71,36,150 - Absolute Returns: ₹11,36,150 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,07,40,031 - Absolute Returns: ₹23,40,031 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,70,47,645 - Absolute Returns: ₹50,47,645 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,26,32,985 - Absolute Returns: ₹82,32,985 - CAGR: %Drawdown Metrics
Max Drawdown
-6.72 %
Drawdown Duration
2 months
Recovery Time
5 months
Avg Drawdown
-0.64 %
Calmar Ratio by Duration
1
Y
1.1883
3
Y
1.1422
5
Y
1.1021
7
Y
1.1303
10
Y
1.1348
12
Y
1.1794