Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -28.23 | 76.49 | 8.77 | 13.72 | 12.77 |
| 3 year | 1.86 | 26.75 | 15.87 | 15.36 | 16.85 |
| 5 year | 6.38 | 24.14 | 15.91 | 15.25 | 15.91 |
| 7 year | 9.65 | 15.28 | 12.88 | 12.63 | 14.19 |
Comparison vs benchmark returns
| Index | Metrics | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY 50 |
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| NIFTY 100 |
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| NIFTY 200 |
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| NIFTY 500 |
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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: ₹12,68,024 - Absolute Returns: ₹68,024 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,60,735 - Absolute Returns: ₹9,60,735 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹88,06,297 - Absolute Returns: ₹28,06,297 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,43,72,885 - Absolute Returns: ₹59,72,885 - CAGR: %Drawdown Metrics
Max Drawdown
-34.63 %
Drawdown Duration
26 months
Recovery Time
8 months
Avg Drawdown
-6.28 %
Calmar Ratio by Duration
1
Y
0.3962
3
Y
0.4435
5
Y
0.4404
7
Y
0.3647
Benchmark Comparison
vs NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 year | 1.37 | 0.95 | 94.5 | 92.1 | 5.50 % | 4.00 % |
| 3 years | 2.60 | 0.98 | 97.1 | 93.3 | 13.77 % | 11.28 % |
| 5 years | 1.62 | 0.93 | 92.6 | 90.0 | 10.84 % | 9.44 % |
| 7 years | 1.31 | 0.86 | 88.8 | 86.9 | 11.45 % | 10.74 % |
| 10 years | -0.73 | 0.86 | 88.3 | 88.3 | 7.42 % | 8.41 % |
| 12 years | -0.76 | 0.86 | 88.3 | 88.3 | 6.14 % | 6.96 % |
| 15 years | -0.78 | 0.86 | 88.3 | 88.3 | 4.88 % | 5.53 % |