Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -5.73 | 24.67 | 6.63 | 7.50 | 13.81 |
| 3 year | 3.15 | 16.96 | 6.54 | 7.15 | 7.37 |
| 5 year | 4.23 | 10.29 | 6.45 | 6.75 | 7.61 |
| 7 year | 4.21 | 10.18 | 6.64 | 6.94 | 8.34 |
| 10 year | 6.31 | 8.06 | 7.06 | 7.09 | 8.33 |
| 12 year | 6.82 | 7.96 | 7.46 | 7.41 | 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: ₹12,38,260 - Absolute Returns: ₹38,260 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,71,221 - Absolute Returns: ₹3,71,221 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹69,80,842 - Absolute Returns: ₹9,80,842 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,04,10,684 - Absolute Returns: ₹20,10,684 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,63,28,580 - Absolute Returns: ₹43,28,580 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,15,09,432 - Absolute Returns: ₹71,09,432 - CAGR: %Drawdown Metrics
Max Drawdown
-12.73 %
Drawdown Duration
3 months
Recovery Time
10 months
Avg Drawdown
-1.30 %
Calmar Ratio by Duration
1
Y
0.5891
3
Y
0.5616
5
Y
0.5302
7
Y
0.5451
10
Y
0.5569
12
Y
0.582