Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -3.51 | 22.34 | 8.68 | 8.95 | 13.81 |
| 3 year | 5.28 | 16.17 | 8.64 | 8.89 | 7.37 |
| 5 year | 6.47 | 11.14 | 8.48 | 8.68 | 7.61 |
| 7 year | 6.72 | 11.44 | 8.59 | 8.87 | 8.34 |
| 10 year | 8.12 | 9.67 | 8.79 | 8.86 | 8.33 |
| 12 year | 8.37 | 9.51 | 9.00 | 8.90 | 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: ₹12,47,456 - Absolute Returns: ₹47,456 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,76,330 - Absolute Returns: ₹4,76,330 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹73,56,383 - Absolute Returns: ₹13,56,383 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,11,83,007 - Absolute Returns: ₹27,83,007 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,82,29,077 - Absolute Returns: ₹62,29,077 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,42,56,339 - Absolute Returns: ₹98,56,339 - CAGR: %Drawdown Metrics
Max Drawdown
-12.31 %
Drawdown Duration
3 months
Recovery Time
11 months
Avg Drawdown
-1.04 %
Calmar Ratio by Duration
1
Y
0.7271
3
Y
0.7222
5
Y
0.7052
7
Y
0.7206
10
Y
0.7198
12
Y
0.7231