Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -28.79 | 113.28 | 16.12 | 21.01 | 12.77 |
| 3 year | -1.40 | 36.71 | 19.24 | 18.84 | 16.85 |
| 5 year | 13.07 | 30.90 | 20.84 | 20.34 | 15.91 |
| 7 year | 15.29 | 21.34 | 18.92 | 18.69 | 14.19 |
| 10 year | 18.55 | 20.72 | 19.43 | 19.62 | 14.89 |
Comparison vs benchmark returns
| Index | Metrics | ||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY 50 |
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| NIFTY 100 |
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| NIFTY 200 |
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| NIFTY 500 |
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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 (%) |
|---|
Comparison vs benchmark returns
| Index | Metrics |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,02,657 - Absolute Returns: ₹1,02,657 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,63,294 - Absolute Returns: ₹10,63,294 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹98,42,738 - Absolute Returns: ₹38,42,738 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,65,42,599 - Absolute Returns: ₹81,42,599 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,09,90,510 - Absolute Returns: ₹1,89,90,510 - CAGR: %Drawdown Metrics
Max Drawdown
-37.81 %
Drawdown Duration
2 months
Recovery Time
7 months
Avg Drawdown
-4.21 %
Calmar Ratio by Duration
1
Y
0.5557
3
Y
0.4983
5
Y
0.538
7
Y
0.4943
10
Y
0.5189
Benchmark Comparison
vs NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 year | 5.25 | 0.99 | 102.6 | 95.5 | 9.28 % | 4.00 % |
| 3 years | 5.52 | 0.97 | 99.7 | 92.3 | 16.67 % | 11.28 % |
| 5 years | 4.08 | 0.95 | 96.5 | 91.3 | 13.39 % | 9.44 % |
| 7 years | 5.68 | 0.95 | 97.2 | 91.3 | 16.21 % | 10.74 % |
| 10 years | 6.77 | 0.96 | 99.7 | 92.4 | 18.61 % | 12.06 % |
| 12 years | 5.44 | 0.96 | 99.7 | 92.4 | 15.30 % | 10.00 % |
| 15 years | 4.20 | 0.96 | 99.7 | 92.4 | 12.06 % | 7.92 % |