CAGR vs Rolling Returns: Which is better to select a mutual fund?
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- เผยแพร่เมื่อ 5 ก.ย. 2024
- There are different types of returns like annual returns, trailing returns, compounded annual growth rate or CAGR and rolling returns for a mutual fund. Which of these types of returns should you check while selecting a mutual fund? How are these returns different from each other?
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After seeing 5-6 videos to understand the concept of rolling return, finally got it only through this video. Thanks. Subscribed and liked the video.😊
This made our day..! We are extremely happy to hear that. : )
Good to know the formula of these returns. I am learning a lot from this channel
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Explained in a very simple way. Thank you.
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Thank you. Now Pl explain XIRR in detail.
+
Very simple and effective explanation. However it would have been even better if you would have covered risk adjusted returns as a concept and the source where one can find this info
If I had that much time to check all these parameters, I would be investing in direct stock...
Sure, we understand that.. And in that case, ET Money App will be an awesome place for you to invest. It does all the home work and guides you through your investing journey
This is a really knowledgeable video and provides key insights on returns calculation.
There is a minor error at 8:23, the word 'of' is used in place of ''or'.
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Hello,
Thanks for this video.
I have seen all your previous videos about rolling returns and I had some questions If you could answer.
1. How do I calculate rolling returns of other indices?
2. I want to calculate daily rolling return of 3 years & 5 years respectively. What should be my timeframe? Like, should my time period be of 7 years or 10 years or even more??
3. When I have all the values, should I prefer average returns or median returns?
Understood.
Nicely explained, thankyou.
Please show the formula of calculating Rolling returns like two other formulas are shown.
Thank you again.
It will require quite in-depth calculations through a formula.
Keep calm
Invest
In ETF
Quant me invest kar baaki fund manager ko tension lebe do 😂😂
Great Video! But would like to bring one thing to attention to viewer regarding graph at 5:27, although it may look like less volatile fund is better however if you hold on and do regular sip, more volatile fund that is marked in red will generate more returns. That's because if you plot SIP points more often than not you will be investing when red graph is down getting units at less NAV. However as per standards green fund is consider as better as it has less beta.
Right
True but why didn’t she confidently confirmed which one better.. ? Can u explain pls
@@eshaangopala2832 Because there is no right answer. Volatile fund will give more returns. the stable fund will have less downside giving you better protection for emergency withdrawals. Second, Past performance cannot guarantee future returns.
Explained beautifull , thanks a lot !!
I guess one time investment less volatile fund is better
But for SIP investment and those who want to top up in dips fund woth more volatility is betteras they can get chance to invest in fund bottoms to get more returns too isn't it?
Nicely explained in a simple way for beginners.
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@@5-Minute-Finance already liked and subscribed 👍on all social media platforms. 🙏🏻
Tell me why does Value research charge money for rolling returns wnen it is as simple as explained by you.
Well, if you need to look at the rolling returns of more than a few funds, calculation can be tedious.
For full analysis of schemes, you may look at the ET Money Rankings. They are based on rolling returns apart from many other parameters. You can go to the ET Money App and search by the fund's name or you may go to a specific category and scroll through all the funds in that category.
XIRR please tell me
New and nice info
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😍😍 lucid explanation..
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Beautiful presentation.
You made our day. Thank you for appreciation..!
Thank you maam for the vital info.
Glad you liked it... Hope you have subscribed to our channel.
How to check rolling returns of any Mutual fund? Any website or can I check at ET Money app?
Is it applicable for Debt funds too?
ET Markets or Moneycontrol
Please make video in hindi for more understanding...more investers...
We have a separate channel for Hindi videos. You may subscribe to ET Money Hindi for the same.
Fund B
5 minutes finance gyan becomes 9.5 minutes gyan 😂😂
Lol
While checking Rolling Returns we should consider the Average ? If we check the Rolling Returns it shows Average, Median, Maximum & Minimum.
Average is what you need to consider here. 😇
Subscribed ❤
EXCELLENT video
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Thank you ma'am
My pleasure. Hope you have subscribed to our channel.
@@5-Minute-Finance yes Mam
very good video.
Where to find Rolling return of a fund
Many websites provide rolling returns of funds for free. You will need to search online. Or, if you need rolling returns for any specific funds, please let us know here. We will find it out for you.
@@5-Minute-Finance yes thank you. I'm looking for icici large and mid cap and nippon india small cap.
@@ashokcrastabela what period do you want returns for?
Avneet Mam I think it's Rolling Returns i am guessing,
Watch the video for details...! 😇
Fund A
Mutual fund manager -Humko maaf kar do bhabhi Itna toh hum bhi nehi dekte 🙏🙏😫😫😫
These are useful for serious investors. Hope you have started investing. If not, you may explore the ET Money App.
Where do you get the data on Rolling Returns easily ?
ET Markets
Rolling returns @ 17.4%
So, what if I tell you these returns belong to the same fund. Do watch the video. It will give you good insights..
Video available in Hindi?
Not yet..!
Too much gyan 😂😂 not needed just invest and do your work that's it
Well, in that case, ET Money App will be an awesome place for you to invest. It does all the home work and guides you through your investing journey.
@@5-Minute-Finance This is called as Smartness 👏🏽👌🏽😂
Good that you don't manage any funds
Fund c
C
Kya ap Hindi main samhja sakta ho… I think majority target market Hindi wala log hain
Hindi videos ke liye aap hamara doosra channel ET Money Hindi subscribe kar sakte hain.
Sheer wastage of time
Fund B
Well, what if I tell you that these returns belong to the same fund. Please go ahead and watch the video for better understanding..
Fund B