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Risk return-results

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Mutual Fund SIP and Lump sum returns along with risk-return anlysis scores for durations ranging 1Y to 8Y. Created with a free excel template available at freefincal.com

Mutual Fund SIP and Lump sum returns along with risk-return anlysis scores for durations ranging 1Y to 8Y. Created with a free excel template available at freefincal.com

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  • 1. Investment period 1 year 2 years 3 years 4 years 5 years 6 years 7 years 8 years Fund SIP returns (CAGR) 48.56% 28.56% 23.44% 18.08% 17.10% 19.63% 17.58%   BSE SENSEX SIP returns 36.07% 23.93% 19.10% 14.01% 12.12% 13.30% 11.16%   Fund Lumpsum returns 32.14% 25.77% 14.97% 14.44% 19.39% 15.57% 14.19%   BSE SENSEX Lump sum returns 24.49% 23.15% 10.43% 9.84% 10.61% 7.34% 7.83%   Excellent performance!
  • 2. Investment period 1 year 2 years 3 years 4 years 5 years 6 years 7 years 8 years Fund SIP returns (CAGR) 86.70% 42.46% 33.70% 25.39% 23.00% 26.07% 23.00% 21.19% CNX MIDCAP SIP returns 64.31% 28.92% 21.29% 14.34% 12.35% 14.48% 12.10% 11.77% Fund Lumpsum returns 52.75% 32.31% 19.33% 17.33% 25.16% 20.58% 16.61% 17.10% CNX MIDCAP Lump sum returns 30.80% 21.75% 8.70% 7.33% 13.25% 8.02% 8.75% 11.56% Excellent performance!
  • 3. Investment period 1 year 2 years 3 years 4 years 5 years 6 years 7 years 8 years Fund SIP returns (CAGR) 63.84% 32.87% 24.99% 18.30% 16.27% 18.23% 16.32% 16.07% CNX 500 SIP returns 44.25% 25.16% 19.73% 14.03% 11.85% 13.25% 10.98% 10.51% Fund Lumpsum returns 35.96% 26.70% 13.14% 12.84% 16.29% 14.08% 14.11% 16.61% CNX 500 Lump sum returns 25.44% 22.49% 9.84% 8.77% 9.93% 7.25% 7.40% 10.62% Drop in performance is disturbing but not (yet!) alarming Spectacular returns entails higher risk
  • 4. Investment period 1 year 2 years 3 years 4 years 5 years 6 years 7 years 8 years Fund SIP returns (CAGR) 75.24% 36.84% 27.37% 19.71% 17.76% 20.14% 17.75% 17.07% CNX 500 SIP returns 44.25% 25.16% 19.73% 14.03% 11.85% 13.25% 10.98% 10.51% Fund Lumpsum returns 41.84% 28.36% 13.19% 13.53% 18.55% 15.58% 13.84% 16.84% CNX 500 Lump sum returns 25.44% 22.49% 9.84% 8.77% 9.93% 7.25% 7.40% 10.62% A fund merger will increase its AUM even more! If performance does not pick up, we are justified in asking, does size matter! Again, Spectacular returns entails higher risk
  • 5. Investment period 1 year 2 years 3 years 4 years 5 years 6 years 7 years 8 years Fund SIP returns (CAGR) 37.78% 22.95% 18.42% 13.94% 12.60% 13.88% 11.96% 11.82% BSE-100 SIP returns 41.31% 24.19% 18.30% 13.16% 11.52% 12.91% 10.84% 10.53% Fund Lumpsum returns 23.63% 21.50% 10.55% 10.48% 12.87% 9.27% 9.73% 12.73% BSE-100 Lump sum returns 23.54% 23.10% 9.29% 9.12% 10.31% 6.91% 7.88% 11.60% Unspectacular returns but good risk-adjusted performance
  • 6. Investment period 1 year 2 years 3 years 4 years 5 years 6 years 7 years 8 years Fund SIP returns (CAGR) 65.87% 30.41% 23.07% 16.11% 13.78% 15.47% 13.41% 13.38% BSE-100 SIP returns 41.31% 24.19% 18.30% 13.16% 11.52% 12.91% 10.84% 10.53% Fund Lumpsum returns 37.16% 23.43% 11.49% 8.86% 13.20% 10.01% 10.98% 14.05% BSE-100 Lump sum returns 23.54% 23.10% 9.29% 9.12% 10.31% 6.91% 7.88% 11.60% Something went wrong but was set right soon!
  • 7. Fund SIP returns (CAGR) 42.52% 21.52% 20.49% 18.21% 18.47% 21.96% 18.15% 16.62% BSE-500 SIP returns 45.33% 24.60% 18.08% 12.65% 11.07% 12.67% 10.50% 10.14% Fund Lumpsum returns 17.91% 21.95% 17.77% 17.73% 20.98% 12.61% 10.98% 13.01% BSE-500 Lump sum returns 24.40% 22.13% 8.41% 8.19% 10.30% 6.46% 7.24% 10.86% Whatever happen to this fund?!
  • 8. Fund SIP returns (CAGR) 75.23% 38.60% 30.49% 23.84% 22.43% 24.38% CNX MIDCAP SIP returns 67.78% 29.89% 20.17% 13.43% 11.92% 14.07% 11.81% 11.54% Fund Lumpsum returns 46.90% 30.34% 18.76% 18.24% 24.51% 18.48% CNX MIDCAP Lump sum returns 29.67% 22.18% 8.05% 6.98% 12.94% 7.85% 8.61% 11.60% Excellent performance!