WebThus, Rolling Return of a fund is the indicator of the consistency in the performance improvement of that fund. So, rolling return is considered to be a more reliable parameter in the mutual fund performance analysis. It shows that you made equivalent return of an average amount in a year in last X years period. WebApr 13, 2024 · It's called Rolling Alpha. Rolling Alpha helps analyse Fund Returns over Benchmark across cycles for period of 1Y, 3Y, 5Y and 7Y irrespective of start and end date. This helps you identify long-term & consistently performing Funds. Alongwith the Rolling Alpha, you must also look at Implied Investor Returns while assessing Sahi Funds.

Rolling Returns: A Powerful Analytical Tool That Anyone …

WebApr 13, 2024 · It's called Rolling Alpha. Rolling Alpha helps analyse Fund Returns over Benchmark across cycles for period of 1Y, 3Y, 5Y and 7Y irrespective of start and end … WebJan 4, 2024 · And check how the fund has performed over that period. This makes returns more indicative of the actual performance of the fund. ... You want to see the rolling … stg home loan rate

Mutual Fund Returns Calculator - Groww

WebJul 16, 2024 · One way to check consistency is to know if the average of rolling returns for the mutual fund is higher than its benchmarks. The higher the better — it means the fund has beaten the benchmark ... Web2 days ago · Most smart investors have been hoping to get double-digit returns as soon as the RBI hits the pause button. Yes, we are talking about debt mutual funds here, not … WebJun 1, 2024 · Enter the world of Rolling Returns That is where Rolling Returns come into picture. The idea behind calculating rolling returns is to measure not just one block of 3 or 5 or 7 year period but to take several such blocks of 3 or 5 or 7 year periods at various intervals and see how the fund performed over those periods. stg horarios