CAGR vs Rolling Returns: Which is better to select a mutual fund?

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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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Опубликовано:

16 сен 2024

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Комментарии : 85

@susheeldhamijadhamija7167 5 месяцев назад

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.😊

@5-Minute-Finance 5 месяцев назад

This made our day..! We are extremely happy to hear that. : )

@KhabardarHoshiar 6 месяцев назад

Good to know the formula of these returns. I am learning a lot from this channel

@5-Minute-Finance 6 месяцев назад

Thank you for your appreciation..! Please don't forget to share about our channel with others as well.

@5966ramesh 6 месяцев назад

Explained in a very simple way. Thank you.

@5-Minute-Finance 6 месяцев назад

Thank you for your wonderful comment..! Please don't forget to subscribe to our channel for similar content.

@user-wb3is5oc9v Месяц назад

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

@raghupatel557 2 месяца назад

If I had that much time to check all these parameters, I would be investing in direct stock...

@5-Minute-Finance 2 месяца назад

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

@RahulSingh-ub6up 10 дней назад

You should take the figure as an example and explain it. It would be easy for everyone to understand this

@shirishsagathia7420 2 месяца назад

Thank you. Now Pl explain XIRR in detail.

@powerstarkick6243 2 месяца назад

@bharatwaghela2551 5 месяцев назад

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'.

@5-Minute-Finance 5 месяцев назад

Glad you liked it..! Please share this video with others as well.

@potatorevolution8849 2 месяца назад

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?

@neerajrathee6940 4 месяца назад

Understood. Nicely explained, thankyou. Please show the formula of calculating Rolling returns like two other formulas are shown. Thank you again.

@5-Minute-Finance 4 месяца назад

It will require quite in-depth calculations through a formula.

@somendrasarkar1653 5 месяцев назад

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.

@akhileshkumar8822 2 месяца назад

Right

@eshaangopala2832 25 дней назад

True but why didn’t she confidently confirmed which one better.. ? Can u explain pls

@somendrasarkar1653 25 дней назад

@@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.

@tushdalvi3315 6 дней назад

Does rolling return apply to lump sum investment? Or to monthly investments? Please guide

@user-ub6xg3hd5u Месяц назад

Explained beautifull , thanks a lot !!

@रूपाँशजैन 18 дней назад

😍😍 lucid explanation..

@5-Minute-Finance 18 дней назад

Thanks much for your amazing comment. Hope you have subscribed to our channel. Also, don't forget to explore the ET Money App for all your Investing needs.

@rajeevroy4383 6 месяцев назад

Tell me why does Value research charge money for rolling returns wnen it is as simple as explained by you.

@5-Minute-Finance 6 месяцев назад

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.

@saikrishnap4568 2 месяца назад

New and nice info

@5-Minute-Finance 2 месяца назад

Glad you liked it..! Hope you have subscribed to our channel and pressed the bell icon to never miss a video from us.

@sandyg241 6 месяцев назад

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?

@arunsalunkhe4774 3 месяца назад

XIRR please tell me

@sacing3512 Месяц назад

Keep calm Invest In ETF

@raogaru306 Месяц назад

Subscribed ❤

@RamuSavita-cl2qb 4 дня назад

Namaste madam ji

@syedhasanrehan 6 месяцев назад

Nicely explained in a simple way for beginners.

@5-Minute-Finance 6 месяцев назад

Thank you for your appreciation. Please don't forget to like this video and subscribe to our channel .

@syedhasanrehan 6 месяцев назад

@@5-Minute-Finance already liked and subscribed 👍on all social media platforms. 🙏🏻

@abhishekchatterG 6 месяцев назад

Beautiful presentation.

@5-Minute-Finance 6 месяцев назад

You made our day. Thank you for appreciation..!

@amitarora_2511 6 месяцев назад

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?

@RAJMON007 6 месяцев назад

ET Markets or Moneycontrol

@borr43 5 месяцев назад

Thank you maam for the vital info.

@5-Minute-Finance 4 месяца назад

Glad you liked it... Hope you have subscribed to our channel.

@ImranKhan-wp5lp 2 месяца назад

Quant me invest kar baaki fund manager ko tension lebe do 😂😂

@SUHASMAINDARKAR 2 месяца назад

Please make video in hindi for more understanding...more investers...

@5-Minute-Finance 2 месяца назад

We have a separate channel for Hindi videos. You may subscribe to ET Money Hindi for the same.

@ganeshpondy1 Месяц назад

Fund B

@mukundanvaradharajan9590 6 месяцев назад

While checking Rolling Returns we should consider the Average ? If we check the Rolling Returns it shows Average, Median, Maximum & Minimum.

@5-Minute-Finance 6 месяцев назад

Average is what you need to consider here. 😇

@kkgupta6114 6 месяцев назад

EXCELLENT video

@5-Minute-Finance 6 месяцев назад

We are glad you liked it..! Please don't forget to subscribe to our channel.

@FinFreedom.shorts 5 месяцев назад

very good video.

@sreekaryadiki5571 3 дня назад

37.5%

@HARDIKPatel-fv1gk 4 месяца назад

Thank you ma'am

@5-Minute-Finance 2 месяца назад

My pleasure. Hope you have subscribed to our channel.

@HARDIKPatel-fv1gk 2 месяца назад

@@5-Minute-Finance yes Mam

@SunilSharma-di9tm Месяц назад

5 minutes finance gyan becomes 9.5 minutes gyan 😂😂

@manipurextremz Месяц назад

Lol

@NaveenKumar-sq3tu 6 месяцев назад

Avneet Mam I think it's Rolling Returns i am guessing,

@5-Minute-Finance 6 месяцев назад

Watch the video for details...! 😇

@ashokcrastabela Месяц назад

Where to find Rolling return of a fund

@5-Minute-Finance Месяц назад

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.

@ashokcrastabela Месяц назад

@@5-Minute-Finance yes thank you. I'm looking for icici large and mid cap and nippon india small cap.

@5-Minute-Finance Месяц назад

@@ashokcrastabela what period do you want returns for?