Since you made purchases worth Rs.1 lakh and the NAV is Rs.20, it means that you purchased 5,000 units. Therefore, your overall accrued return shall be Rs.10,000 + Rs.10,000 (dividend + capital gains) = Rs.20,000, which makes your overall return = 20%. Display of such IP along with the related product information does not imply BankBazaar's partnership with the owner of the Intellectual Property or issuer/manufacturer of such products. Be the first to hear about our industry leading conferences, awards, roundtables and more.

Use the table below to search for top-performing funds over the last 10 years. This Page is BLOCKED as it is using Iframes. The results page would project the annualized returns and absolute returns availed during a period from 1 week to a maximum period of 5 years.

Most mutual funds are aimed at long-term investors and seek relatively smooth, consistent growth with less volatility than the market as a whole. You can change your choices at any time by visiting Your Privacy Controls. Registered office At 7th Floor, Vantage London, Great West Road, Brentford, England, TW8 9AG, News & analysis delivered directly to your inbox The Securities and Exchange Board of India (SEBI) has recently announced that it is looking to include non-resident Indians or NRI in the foreign portfolio investors quota, provided a few preconditions are met with. This would reduce the short-term fluctuations and volatility of the Net Asset Value of the funds.

Information about your device and internet connection, including your IP address, Browsing and search activity while using Verizon Media websites and apps.

Sponsors of . Returns from Moderate-Risk Tax-Saving Funds, Returns from Hybrid Equity-Oriented Funds – Moderate Risk, Returns from Hybrid Equity-Oriented Funds – Low Risk, Returns from Debt Funds – Six Months to One Year Holding, Returns from Short Term Debt Funds – Low Risk, Returns from Short Term Debt Funds – Moderate Risk, Returns from Long Term Debt Funds – Moderate Risk, Returns from Long Term Debt Funds – High Risk.
Founded 39 years ago, this fund family is headquartered in Austin, TX. Save for Your Future. 2, 50,000. Related: Everything You Need To Know About Hedge Funds.

All you have to do is enter basic details such as name of the mutual fund, scheme/ plan, the “from” and “to” date for returns and then click on “Calculate”. If the period is more than one year, the investor has to calculate annualized returns.
All you have to do is enter basic details such as name of the mutual fund, scheme/ plan, the “from” and “to” date for returns and then click on “Calculate”. The formula to calculate trailing return in a Microsoft Excel sheet is (Today’s NAV / NAV at the beginning of the trailing period) ^ (1/Trailing Period) – 1. Please re-enter your phone number. For instance, let’s say that you made an investment of Rs.1 lakh in a MF scheme, and the NAV was Rs.20. Mutual Fund Returns . Privacy Policy. Request received - loud & clear!Returning you to where you were... (You can save searches, track your apps & save plenty of time!). You can use the mutual fund returns calculator online to understand how much returns will be yielded from the capital invested. ), Compound Annual Growth Rate is used to calculate the returns from mutual funds investment which has a holding period that exceeds a year. Example of Absolute Return calculation: Suppose the current market value of the investment is Rs. Leaving so soon?