Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -0.85 | 22.83 | 8.74 | 9.21 | 13.81 |
| 3 year | 3.95 | 16.50 | 9.34 | 9.13 | 7.37 |
| 5 year | 5.36 | 12.57 | 8.58 | 8.97 | 7.61 |
| 7 year | 6.82 | 12.67 | 8.86 | 9.22 | 8.34 |
| 10 year | 8.28 | 9.95 | 9.08 | 9.08 | 8.33 |
| 12 year | 8.68 | 9.71 | 9.18 | 9.15 | 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: ₹12,49,249 - Absolute Returns: ₹49,249 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,82,309 - Absolute Returns: ₹4,82,309 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹73,61,330 - Absolute Returns: ₹13,61,330 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,11,25,351 - Absolute Returns: ₹27,25,351 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,81,07,731 - Absolute Returns: ₹61,07,731 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,41,20,340 - Absolute Returns: ₹97,20,340 - CAGR: %Drawdown Metrics
Max Drawdown
-11.81 %
Drawdown Duration
3 months
Recovery Time
9 months
Avg Drawdown
-0.89 %
Calmar Ratio by Duration
1
Y
0.7797
3
Y
0.7729
5
Y
0.7594
7
Y
0.7805
10
Y
0.7687
12
Y
0.7746