Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -0.32 | 21.46 | 8.28 | 8.57 | 13.81 |
| 3 year | 3.43 | 15.73 | 8.09 | 8.30 | 7.37 |
| 5 year | 4.98 | 11.13 | 7.38 | 8.01 | 7.61 |
| 7 year | 5.62 | 11.23 | 7.79 | 8.19 | 8.34 |
| 10 year | 7.33 | 8.96 | 8.40 | 8.24 | 8.33 |
| 12 year | 8.08 | 8.87 | 8.46 | 8.49 | 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: ₹12,44,917 - Absolute Returns: ₹44,917 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,37,066 - Absolute Returns: ₹4,37,066 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹72,10,071 - Absolute Returns: ₹12,10,071 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,08,17,177 - Absolute Returns: ₹24,17,177 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,73,31,100 - Absolute Returns: ₹53,31,100 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,29,45,691 - Absolute Returns: ₹85,45,691 - CAGR: %Drawdown Metrics
Max Drawdown
-6.48 %
Drawdown Duration
1 months
Recovery Time
2 months
Avg Drawdown
-0.67 %
Calmar Ratio by Duration
1
Y
1.3218
3
Y
1.2802
5
Y
1.2354
7
Y
1.2632
10
Y
1.2709
12
Y
1.3095