Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -1.45 | 19.74 | 7.54 | 7.84 | 13.81 |
| 3 year | 3.60 | 13.36 | 7.53 | 7.84 | 7.37 |
| 5 year | 4.72 | 10.63 | 7.55 | 7.77 | 7.61 |
| 7 year | 6.12 | 10.31 | 7.77 | 8.03 | 8.34 |
| 10 year | 7.13 | 8.48 | 7.75 | 7.81 | 8.33 |
| 12 year | 7.48 | 8.08 | 7.83 | 7.80 | 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: ₹12,42,202 - Absolute Returns: ₹42,202 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,20,745 - Absolute Returns: ₹4,20,745 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹71,80,690 - Absolute Returns: ₹11,80,690 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,08,27,180 - Absolute Returns: ₹24,27,180 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,72,76,818 - Absolute Returns: ₹52,76,818 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,26,70,701 - Absolute Returns: ₹82,70,701 - CAGR: %Drawdown Metrics
Max Drawdown
-7.38 %
Drawdown Duration
3 months
Recovery Time
10 months
Avg Drawdown
-0.81 %
Calmar Ratio by Duration
1
Y
1.062
3
Y
1.062
5
Y
1.0525
7
Y
1.0878
10
Y
1.058
12
Y
1.0566