Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -2.78 | 19.39 | 8.17 | 8.46 | 13.81 |
| 3 year | 4.27 | 13.63 | 8.20 | 8.51 | 7.37 |
| 5 year | 5.75 | 10.80 | 8.42 | 8.46 | 7.61 |
| 7 year | 6.68 | 10.75 | 8.53 | 8.74 | 8.34 |
| 10 year | 7.77 | 9.13 | 8.50 | 8.49 | 8.33 |
| 12 year | 7.99 | 8.74 | 8.44 | 8.41 | 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: ₹12,44,612 - Absolute Returns: ₹44,612 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,68,725 - Absolute Returns: ₹4,68,725 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹72,91,993 - Absolute Returns: ₹12,91,993 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,12,03,780 - Absolute Returns: ₹28,03,780 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,80,92,625 - Absolute Returns: ₹60,92,625 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,39,44,100 - Absolute Returns: ₹95,44,100 - CAGR: %Drawdown Metrics
Max Drawdown
-7.59 %
Drawdown Duration
7 months
Recovery Time
9 months
Avg Drawdown
-0.91 %
Calmar Ratio by Duration
1
Y
1.1145
3
Y
1.1211
5
Y
1.1145
7
Y
1.1514
10
Y
1.1185
12
Y
1.1079