Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -3.86 | 21.54 | 8.66 | 8.59 | 13.81 |
| 3 year | 4.79 | 15.59 | 8.25 | 8.60 | 7.37 |
| 5 year | 5.34 | 11.18 | 8.34 | 8.43 | 7.61 |
| 7 year | 6.47 | 11.31 | 8.43 | 8.67 | 8.34 |
| 10 year | 7.81 | 9.41 | 8.52 | 8.57 | 8.33 |
| 12 year | 7.94 | 9.10 | 8.60 | 8.53 | 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: ₹12,45,823 - Absolute Returns: ₹45,823 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,65,530 - Absolute Returns: ₹4,65,530 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹73,01,147 - Absolute Returns: ₹13,01,147 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,11,11,114 - Absolute Returns: ₹27,11,114 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,79,73,371 - Absolute Returns: ₹59,73,371 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,37,13,615 - Absolute Returns: ₹93,13,615 - CAGR: %Drawdown Metrics
Max Drawdown
-13.35 %
Drawdown Duration
3 months
Recovery Time
13 months
Avg Drawdown
-1.22 %
Calmar Ratio by Duration
1
Y
0.6436
3
Y
0.6443
5
Y
0.6316
7
Y
0.6496
10
Y
0.6421
12
Y
0.6391