What are the rolling returns of SIP and lump sum of direct mutual funds? (July 2024 edition)
This article provides a list of fund and category-wise statistics of rolling return of SIP and lump sum investments for various mutual funds.
This article provides a list of fund and category-wise statistics of rolling return of SIP and lump sum investments for various mutual funds.
Rolling returns are all of the returns that the fund gave for a particular investment period. If, for example, we wish to understand how much returns the fund usually gave for a 10Y lump sum investment, we can list down in a table or chart returns like this:
and so on. This sequence of returns [X,Y,Z] is a time series like this:
Ending date | Type | Return |
---|---|---|
01-Jan-16 | 10Y lump sum | X% |
02-Jan-16 | 10Y lump sum | Y% |
03-Jan-16 | 10Y lump sum | Z% |
With this time-series, you can plot a graph, calculate metrics like average, max, min, median etc.
For example, we have calculated metrics like
The statistical terms used in this article are explained here: Which are the common statistical terms used in Investing?
In this article, we will show the rolling metrics of various mutual funds:
These are the column headers of in the file:
Field | Meaning |
---|---|
Ticker | Fund id from www.amfiindia.com |
Name | Name of fund |
Category | AMFI category of the fund |
AMC | AMC which runs the fund |
Type_Of_Investment | Investment type |
Value.xirr.average | Average of the XIRR numbers |
Value.xirr.max | Max |
Value.xirr.min | Min |
Value.xirr.stdDev | Standard Deviation |
Value.xirr.median | Median |
Value.xirr.returnperunitrisk | Average/StdDev |
Value.xirr.sharpe | Sharpe Ratio |
bv | Investment amount |
Value.mv.average | Average of the final pre-tax amount |
Value.mv.max | Max |
Value.mv.min | Min |
Value.mv.stdDev | Standard Deviation |
Value.mv.median | Median |
There are no charges for downloading this data. You can download the full data-set here
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This post titled What are the rolling returns of SIP and lump sum of direct mutual funds? (July 2024 edition) first appeared on 03 Jul 2024 at https://arthgyaan.com