Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -2.28 | 17.56 | 7.76 | 7.89 | 13.81 |
| 3 year | 4.31 | 12.56 | 7.68 | 7.80 | 7.37 |
| 5 year | 5.73 | 9.87 | 7.45 | 7.64 | 7.61 |
| 7 year | 6.18 | 9.99 | 7.54 | 7.81 | 8.34 |
| 10 year | 7.07 | 8.43 | 7.76 | 7.76 | 8.33 |
| 12 year | 7.43 | 8.38 | 7.90 | 7.87 | 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: ₹12,42,971 - Absolute Returns: ₹42,971 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,33,050 - Absolute Returns: ₹4,33,050 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹71,87,039 - Absolute Returns: ₹11,87,039 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,08,53,457 - Absolute Returns: ₹24,53,457 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,73,06,363 - Absolute Returns: ₹53,06,363 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,28,83,754 - Absolute Returns: ₹84,83,754 - CAGR: %Drawdown Metrics
Max Drawdown
-11.38 %
Drawdown Duration
3 months
Recovery Time
10 months
Avg Drawdown
-0.74 %
Calmar Ratio by Duration
1
Y
0.693
3
Y
0.6851
5
Y
0.6711
7
Y
0.686
10
Y
0.6816
12
Y
0.6913