Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -1.11 | 21.79 | 7.83 | 8.16 | 13.81 |
| 3 year | 3.70 | 15.26 | 7.96 | 8.05 | 7.37 |
| 5 year | 5.15 | 11.03 | 7.24 | 7.78 | 7.61 |
| 7 year | 5.64 | 10.47 | 7.69 | 7.95 | 8.34 |
| 10 year | 7.37 | 8.72 | 8.02 | 8.02 | 8.33 |
| 12 year | 7.76 | 8.40 | 8.12 | 8.11 | 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: ₹12,43,708 - Absolute Returns: ₹43,708 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,29,590 - Absolute Returns: ₹4,29,590 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹71,66,964 - Absolute Returns: ₹11,66,964 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,07,74,408 - Absolute Returns: ₹23,74,408 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,72,45,330 - Absolute Returns: ₹52,45,330 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,27,54,803 - Absolute Returns: ₹83,54,803 - CAGR: %Drawdown Metrics
Max Drawdown
-7.84 %
Drawdown Duration
3 months
Recovery Time
9 months
Avg Drawdown
-0.82 %
Calmar Ratio by Duration
1
Y
1.0403
3
Y
1.0263
5
Y
0.9919
7
Y
1.0135
10
Y
1.0225
12
Y
1.0339