Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | 1.04 | 17.84 | 8.13 | 8.63 | 13.81 |
| 3 year | 4.58 | 12.00 | 7.82 | 8.27 | 7.37 |
| 5 year | 5.82 | 11.06 | 8.35 | 8.41 | 7.61 |
| 7 year | 7.11 | 10.33 | 8.27 | 8.43 | 8.34 |
| 10 year | 7.84 | 9.14 | 8.31 | 8.42 | 8.33 |
| 12 year | 8.33 | 8.41 | 8.37 | 8.37 | 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: ₹12,44,495 - Absolute Returns: ₹44,495 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,38,126 - Absolute Returns: ₹4,38,126 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹72,86,637 - Absolute Returns: ₹12,86,637 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,10,63,612 - Absolute Returns: ₹26,63,612 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,79,82,940 - Absolute Returns: ₹59,82,940 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,28,36,440 - Absolute Returns: ₹84,36,440 - CAGR: %Drawdown Metrics
Max Drawdown
-3.29 %
Drawdown Duration
3 months
Avg Drawdown
-0.40 %
Calmar Ratio by Duration
1
Y
2.6263
3
Y
2.5167
5
Y
2.5593
7
Y
2.5654
10
Y
2.5624
12
Y
2.5472