Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -23.70 | 97.23 | 14.01 | 18.32 | 12.77 |
| 3 year | -0.36 | 33.50 | 16.29 | 16.38 | 16.85 |
| 5 year | 1.33 | 28.04 | 17.02 | 16.81 | 15.91 |
| 7 year | 9.06 | 20.38 | 16.46 | 16.34 | 14.19 |
| 10 year | 12.83 | 18.56 | 16.25 | 16.29 | 14.89 |
| 12 year | 15.74 | 18.33 | 17.02 | 17.00 | 15.79 |
Comparison vs benchmark returns
| Index | Metrics | ||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY 50 |
| ||||||||||||||||||||||||||||||||||
| NIFTY 100 |
| ||||||||||||||||||||||||||||||||||
| NIFTY 200 |
| ||||||||||||||||||||||||||||||||||
| NIFTY 500 |
|
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: ₹12,89,368 - Absolute Returns: ₹89,368 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,90,602 - Absolute Returns: ₹8,90,602 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹91,00,469 - Absolute Returns: ₹31,00,469 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,56,39,907 - Absolute Returns: ₹72,39,907 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,93,80,122 - Absolute Returns: ₹1,73,80,122 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,15,84,966 - Absolute Returns: ₹2,71,84,966 - CAGR: %Drawdown Metrics
Max Drawdown
-34.27 %
Drawdown Duration
1 months
Recovery Time
7 months
Avg Drawdown
-4.65 %
Calmar Ratio by Duration
1
Y
0.5345
3
Y
0.4779
5
Y
0.4905
7
Y
0.4768
10
Y
0.4753
12
Y
0.496
Benchmark Comparison
vs NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 year | 3.84 | 0.97 | 99.3 | 93.7 | 7.92 % | 4.00 % |
| 3 years | 4.36 | 0.95 | 97.0 | 91.0 | 15.40 % | 11.28 % |
| 5 years | 3.44 | 0.94 | 95.2 | 90.5 | 12.71 % | 9.44 % |
| 7 years | 5.43 | 0.89 | 91.7 | 85.6 | 15.71 % | 10.74 % |
| 10 years | 4.61 | 0.89 | 91.3 | 85.5 | 16.07 % | 12.06 % |
| 12 years | 3.62 | 0.89 | 91.3 | 85.5 | 13.24 % | 10.00 % |
| 15 years | 2.69 | 0.89 | 91.3 | 85.5 | 10.46 % | 7.92 % |