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 | 18.19 | 16.89 | 30.27 | 11.97 | 0.00 | 0.00 | 0.21 | 16.95 | 50.64 | 32.20 |
Equity-Flexi-Cap | 18.24 | 17.87 | 28.64 | 9.47 | 0.00 | 0.00 | 16.24 | 53.16 | 30.17 |
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.