Rolling Return vs Category
Key Parameters | Return Consistency (% of times) | |||||||||
---|---|---|---|---|---|---|---|---|---|---|
Scheme / Category Name | Average | Median | Maximum | Minimum | Less than 0% | 0 - 8% | 8 - 12% | 12 - 15% | 15 - 20% | Greater than 20% |
Aditya-Birla-Sun-Life-Flexi-Cap-Fund-Growth-Regular-Plan | 17.47 | 16.63 | 26.87 | 10.72 | 0.00 | 0.00 | 1.26 | 20.42 | 53.47 | 24.84 |
Equity-Flexi-Cap | 17.63 | 17.54 | 25.50 | 10.70 | 0.00 | 0.00 | 3.58 | 16.00 | 57.26 | 23.16 |
The annualized returns of a mutual fund scheme on multiple dates for a specific investment period are known as rolling returns. Returns for a rolling period begin with a particular date and investment tenure, and then returns for all subsequent dates (within the same term) are calculated.
Rolling returns measure the absolute and relative performance across all timescales without bias.
The mutual fund rolling return calculator's start date can be the scheme inception date or any other date after that. Let us assume the start date for calculating rolling returns is 1st January 2010. So the mutual fund rolling returns calculator will calculate the annualized return of the scheme from 1st January 2010 to 1st January 2013 so on and so forth.
In the same way, the calculator will calculate the rolling returns for the scheme benchmark and the additional benchmark. The rolling returns of the scheme can then be compared with those of the benchmarks.
Yes, with mutual funds, there is always a risk of negative returns. But with proper guidance, adequate financial and expert planning, it can be avoided.
44 AMFI (Association of Mutual Funds in India) registered fund institutions collectively provide over 2,500 mutual fund schemes in India.
The returns generated over a particular period are known as trailing returns. It can be the year to date (YTD), one year, three years, and so on. They're also known as point-to-point returns. The best way to analyze a mutual fund's performance is to look at its trailing returns. On the other hand, the actual rate of return of an investment or a group of assets over time is known as the total return. Interest, capital gains, dividends, and realized distributions all contribute to total return. The total return is calculated as a proportion of the initial investment.
The annualized returns of a mutual fund scheme on multiple dates for a specific investment period are known as rolling returns. Returns for a rolling period begin with a particular date and investment tenure, and then returns for all subsequent dates (within the same term) are calculated.
Disclaimer : We have gathered all the data, information, statistics from the sources believed to be highly reliable and true. All necessary precautions have been taken to avoid any error, lapse or insufficiency; however, no representations or warranties are made (express or implied) as to the reliability, accuracy or completeness of such information. We cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing herein. The user is advised to verify the contents of the report independently.
Returns less than 1 year are in absolute (%) and greater than 1 year are compounded annualised (CAGR %). SIP returns are shown in XIRR (%).
The Risk Level of any of the schemes must always be commensurate with the risk profile, investment objective or financial goals of the investor concerned. Mutual Fund Distributors (MFDs) or Registered Investment Advisors (RIAs) should assess the risk profile and investment needs of individual investors into consideration and make scheme(s) or asset allocation recommendations accordingly.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance may or may not be sustained in the future. Investors should always invest according to their risk profile and consult with their mutual fund distributors or financial advisor before investing.