Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | 0.14 | 91.51 | 20.68 | 24.73 | 12.77 |
| 3 year | 14.73 | 37.51 | 23.05 | 22.81 | 16.85 |
| 5 year | 15.85 | 32.38 | 24.39 | 24.12 | 15.91 |
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: ₹13,22,439 - Absolute Returns: ₹1,22,439 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹48,49,455 - Absolute Returns: ₹12,49,455 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,00,93,800 - Absolute Returns: ₹40,93,800 - CAGR: %Drawdown Metrics
Max Drawdown
-29.54 %
Drawdown Duration
1 months
Recovery Time
4 months
Avg Drawdown
-2.84 %
Calmar Ratio by Duration
1
Y
0.8371
3
Y
0.7721
5
Y
0.8164
Benchmark Comparison
vs NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 year | -2.75 | 0.82 | 80.6 | 82.4 | 1.70 % | 4.00 % |
| 3 years | 4.87 | 0.77 | 81.2 | 72.8 | 15.07 % | 11.28 % |
| 5 years | 7.15 | 0.75 | 78.6 | 68.0 | 15.85 % | 9.44 % |
| 7 years | 8.06 | 0.69 | 74.7 | 64.4 | 17.75 % | 11.12 % |
| 10 years | 4.82 | 0.69 | 74.7 | 64.4 | 12.12 % | 7.66 % |
| 12 years | 3.61 | 0.69 | 74.7 | 64.4 | 10.00 % | 6.34 % |
| 15 years | 2.43 | 0.69 | 74.7 | 64.4 | 7.92 % | 5.04 % |