Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -2.54 | 22.57 | 7.64 | 7.90 | 13.81 |
| 3 year | 3.71 | 15.96 | 7.40 | 7.65 | 7.37 |
| 5 year | 5.06 | 10.17 | 6.69 | 7.31 | 7.61 |
| 7 year | 4.97 | 10.42 | 7.08 | 7.45 | 8.34 |
| 10 year | 6.94 | 8.33 | 7.49 | 7.60 | 8.33 |
| 12 year | 7.37 | 8.40 | 7.90 | 7.84 | 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: ₹12,42,795 - Absolute Returns: ₹42,795 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,05,690 - Absolute Returns: ₹4,05,690 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹71,12,284 - Absolute Returns: ₹11,12,284 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,06,50,006 - Absolute Returns: ₹22,50,006 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,68,88,738 - Absolute Returns: ₹48,88,738 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,23,68,714 - Absolute Returns: ₹79,68,714 - CAGR: %Drawdown Metrics
Max Drawdown
-11.87 %
Drawdown Duration
3 months
Recovery Time
10 months
Avg Drawdown
-1.02 %
Calmar Ratio by Duration
1
Y
0.6657
3
Y
0.6447
5
Y
0.616
7
Y
0.6278
10
Y
0.6405
12
Y
0.6607