Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -3.13 | 21.23 | 8.26 | 8.23 | 13.81 |
| 3 year | 3.75 | 14.56 | 7.63 | 7.88 | 7.37 |
| 5 year | 5.21 | 10.46 | 7.28 | 7.55 | 7.61 |
| 7 year | 5.67 | 10.76 | 7.26 | 7.75 | 8.34 |
| 10 year | 7.13 | 8.63 | 7.86 | 7.82 | 8.33 |
| 12 year | 7.81 | 8.66 | 8.15 | 8.14 | 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: ₹12,45,117 - Absolute Returns: ₹45,117 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,22,893 - Absolute Returns: ₹4,22,893 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹71,41,121 - Absolute Returns: ₹11,41,121 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,07,61,171 - Absolute Returns: ₹23,61,171 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,71,76,822 - Absolute Returns: ₹51,76,822 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,27,76,655 - Absolute Returns: ₹83,76,655 - CAGR: %Drawdown Metrics
Max Drawdown
-10.37 %
Drawdown Duration
3 months
Recovery Time
9 months
Avg Drawdown
-0.90 %
Calmar Ratio by Duration
1
Y
0.7937
3
Y
0.76
5
Y
0.7281
7
Y
0.7474
10
Y
0.7542
12
Y
0.785