₹23.19
18 Aug 2026
NAV
6.8%
3Y CAGR
6.8%
5Y CAGR
7.1%
10Y CAGR
6.9%
Weighted CAGR
?
2.01
Sharpe
-5.5%
Max Drawdown
?
0.29%
TER

If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.

Duration Invested Median Value XIRR Min XIRR Max XIRR
1 Year ₹12.00 L ₹12.43 L 7.2% -8.0% 24.3%
3 Years ₹36.00 L ₹39.62 L 6.7% -0.1% 13.1%
5 Years ₹60.00 L ₹70.05 L 6.7% 3.7% 10.6%
7 Years ₹84.00 L ₹1.03 Cr 6.1% 4.9% 8.1%
10 Years ₹1.20 Cr ₹1.68 Cr 6.6% 5.7% 7.2%
12 Years ₹1.44 Cr ₹2.14 Cr 6.4% 6.4% 6.5%

SIP returns vs benchmark & category

Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.

Duration Fund SIP XIRR Category avg
1 Year 7.2% 8.2%
3 Years 6.7% 7.9%
5 Years 6.7% 7.8%
7 Years 6.1% 7.5%
10 Years 6.6% 7.5%
12 Years 6.4% 7.6%

Duration Mean Median Min Max Sharpe Sortino % Positive Cat. Mean Cat. Median
1 Year 7.2% 7.7% -5.3% 18.1% 0.14 0.21 89%
3 Years 6.8% 7.2% 2.3% 11.3% 0.14 0.21 100%
5 Years 6.8% 6.4% 4.4% 10.0% 0.16 0.31 100%
10 Years 7.1% 7.2% 6.4% 7.7% 2.01 86.14 100%

-5.5%
Max Drawdown
12 mo
Drawdown Duration
7 mo
Recovery Time
-0.8%
Avg Drawdown

Calmar Ratio by Duration

1.31
1Y
1.24
3Y
1.23
5Y
1.23
7Y
1.30
10Y