Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -0.37 | 24.39 | 7.66 | 8.42 | 13.81 |
| 3 year | 3.61 | 14.75 | 8.27 | 8.21 | 7.37 |
| 5 year | 5.17 | 11.35 | 7.48 | 8.00 | 7.61 |
| 7 year | 6.14 | 11.05 | 7.80 | 8.20 | 8.34 |
| 10 year | 7.39 | 9.00 | 8.21 | 8.16 | 8.33 |
| 12 year | 8.07 | 8.67 | 8.34 | 8.34 | 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: ₹12,43,494 - Absolute Returns: ₹43,494 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,33,520 - Absolute Returns: ₹4,33,520 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹72,08,362 - Absolute Returns: ₹12,08,362 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,08,19,101 - Absolute Returns: ₹24,19,101 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,73,50,059 - Absolute Returns: ₹53,50,059 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,29,57,979 - Absolute Returns: ₹85,57,979 - CAGR: %Drawdown Metrics
Max Drawdown
-8.10 %
Drawdown Duration
3 months
Recovery Time
9 months
Avg Drawdown
-0.68 %
Calmar Ratio by Duration
1
Y
1.0394
3
Y
1.0135
5
Y
0.9876
7
Y
1.0123
10
Y
1.0073
12
Y
1.0295