Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -1.04 | 23.90 | 8.50 | 9.23 | 13.81 |
| 3 year | 4.94 | 16.06 | 8.74 | 9.04 | 7.37 |
| 5 year | 6.02 | 11.78 | 8.75 | 8.80 | 7.61 |
| 7 year | 6.92 | 12.01 | 8.63 | 9.03 | 8.34 |
| 10 year | 8.19 | 9.79 | 9.14 | 9.00 | 8.33 |
| 12 year | 8.83 | 9.63 | 9.18 | 9.16 | 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: ₹12,47,920 - Absolute Returns: ₹47,920 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,80,174 - Absolute Returns: ₹4,80,174 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹73,44,080 - Absolute Returns: ₹13,44,080 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,11,84,595 - Absolute Returns: ₹27,84,595 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,82,02,135 - Absolute Returns: ₹62,02,135 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,42,04,611 - Absolute Returns: ₹98,04,611 - CAGR: %Drawdown Metrics
Max Drawdown
-9.51 %
Drawdown Duration
3 months
Recovery Time
9 months
Avg Drawdown
-0.65 %
Calmar Ratio by Duration
1
Y
0.9708
3
Y
0.9508
5
Y
0.9256
7
Y
0.9497
10
Y
0.9466
12
Y
0.9634