Rolling returns of a mutual fund schemes are annualized returns of the scheme on different dates for specified investment tenure. Rolling returns are calculated for rolling period beginning with a certain date and investment tenure, and then returns for all consecutive dates (same tenure) are also calculated.
The start date of mutual fund rolling return calculator can be the scheme inception date or any date after that. Let us assume the “rolling return period” or “investment tenure” is 3 years. Let us assume the start date for calculating rolling returns is 1st January 2010. The mutual fund rolling return calculator will calculate annualized (CAGR) returns of the scheme for the period 1st January 2010 to 1st January 2013, 2nd January 2010 to 2nd January 2013, 3rd January 2010 to 3rd January 2013, so on so forth, till 27th April 2018 to 27th April 2021 (i.e. today). The calculator will also calculate the rolling returns for the scheme benchmark and the additional benchmark in the same way. You can then compare the rolling returns of the scheme with that of the benchmarks.
Answer: - You can select schemes of Mirae Asset MF from the drop down menu. Different mutual fund schemes have different risk profiles. You should select a mutual fund scheme based on your risk appetite, investment needs and tenure. You can select either Direct or Regular plan of mutual funds depending on how you want to invest. If you want to invest directly with Mirae Asset Mutual Fund then you can select Direct Plan. If you want to invest through a mutual fund distributor then you should select Regular Plan. Returns of Direct and Regular plans will be different as the expense ratio of direct plans will be lesser than that of regular plans. You should consult with your financial advisor if required.
Answer: - In a rolling return calculator you should select period which is your investment tenure. For example - You can select 1 year, 3 years or 5 years from the drop down menu based on your investment horizon.
Disclaimer : The calculators are based on assumed rate of returns and meant for illustration purposes only. Some of the features may or may not be currently available for investments in our funds and facilities. The calculators are designed to assist you to get a better understanding on how returns would have panned out in various scenarios. This calculator alone is not sufficient and shouldn’t be used for the development or implementation of any investment strategy. In the preparation of the calculator, Mirae Asset Mutual Fund (MAMF) has tied up with Advisorkhoj who have developed and integrated the calculator with our website. The calculator uses information that is publicly available and information developed in-house. Information gathered and material used in this calculator is believed to be from reliable sources. MAMF however does not warrant the accuracy, reasonableness and/or completeness of any such information. The examples do not purport to represent the performance of any security or investments. It is neither an investment advice nor should it be construed as indicative of any of the schemes of Mirae Asset Mutual Fund. Invest as per your risk appetite and time horizon. In view of individual nature of tax consequences, each investor is advised to consult his/ her own professional tax advisor before taking any investment decision. Contact your financial advisor for detailed insight into the investment advice. Mirae Asset Investment Managers (India) Private Limited (“Mirae AMC”) shall have no responsibility/liability whatsoever for the accuracy or any use or reliance thereof of such information. The AMC, its associate or sponsors or group companies, its Directors or employees accepts no liability for any loss or damage of any kind.