Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -30.03 | 77.80 | 13.42 | 16.21 | 12.77 |
| 3 year | -3.36 | 30.08 | 14.87 | 14.64 | 16.85 |
| 5 year | 0.71 | 26.94 | 14.81 | 14.29 | 15.91 |
| 7 year | 7.30 | 16.98 | 13.66 | 13.55 | 14.19 |
| 10 year | 12.08 | 17.15 | 14.57 | 14.55 | 14.89 |
| 12 year | 13.68 | 16.81 | 15.08 | 15.18 | 15.79 |
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: ₹12,82,781 - Absolute Returns: ₹82,781 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,66,649 - Absolute Returns: ₹8,66,649 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹85,63,781 - Absolute Returns: ₹25,63,781 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,37,97,247 - Absolute Returns: ₹53,97,247 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,62,57,831 - Absolute Returns: ₹1,42,57,831 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,70,21,316 - Absolute Returns: ₹2,26,21,316 - CAGR: %Drawdown Metrics
Max Drawdown
-35.05 %
Drawdown Duration
1 months
Recovery Time
8 months
Avg Drawdown
-4.81 %
Calmar Ratio by Duration
1
Y
0.4625
3
Y
0.4177
5
Y
0.4077
7
Y
0.3866
10
Y
0.4152
12
Y
0.4331
Benchmark Comparison
vs NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 year | -4.31 | 0.93 | 91.6 | 96.3 | -0.14 % | 4.00 % |
| 3 years | 2.18 | 0.92 | 92.6 | 88.6 | 13.08 % | 11.28 % |
| 5 years | 3.01 | 0.90 | 89.8 | 85.1 | 12.15 % | 9.44 % |
| 7 years | 2.00 | 0.87 | 87.2 | 84.2 | 12.20 % | 10.74 % |
| 10 years | 2.68 | 0.89 | 90.4 | 86.8 | 14.13 % | 12.06 % |
| 12 years | 2.05 | 0.89 | 90.4 | 86.7 | 11.66 % | 10.00 % |
| 15 years | 1.46 | 0.89 | 90.4 | 86.7 | 9.22 % | 7.92 % |