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Can you show the returns of more than one year on annualized basis

I have gone through your scheme rolling return module. CONSISTENT PERFORMERS BASED ON ROLLING RETURN – Did you know Rolling Returns are the best measure to check Mutual Fund Performance? Check the Rolling Return of Any Scheme here. If possible he result of more than 1 year should be of CAGR and not absolute! I think even SEBI/ AMFI insists on CAGR for more than 1 year. The tabular format may be kept downloadable so that it can be used for analysis or to forward to someone can be easy. Doing a wonderful job!! Keep it up!!!

Jun 6, 2016 by Sandip,   |   Mutual Fund

Thanks for the kind words.

If you look at the description of the Rolling Return we have clearly mentioned “Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias

I think you are referring to trailing returns. You are right, the trailing returns above one year need to be shown on annualized basis and less than one year, on absolute basis. And, we are doing exactly the same wherever we are showing trailing returns.

Please note that currently we are unable to provide the download option in our Research Section which is regretted.

Thanks for writing to us.

Stay in touch and let me have you suggestions if you would like us to develop some more research tools : )

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