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

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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[@susheeldhamijadhamija7167]

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]

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

[@KhabardarHoshiar]

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

[@5-Minute-Finance]

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

[@5966ramesh]

Explained in a very simple way. Thank you.

[@5-Minute-Finance]

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

[@potatorevolution8849]

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?

[@DarshanPatel-c5p]

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

[@sp-ye7ht]

Very nice video.. 1.why XIRR is not talked about as all people who go via the MFroute do the sip.. 2.For anyone doing SIP does rolling returns really matter ..?(Or is it for only lumpsum investors)

[@bharatwaghela2551]

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]

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

[@tushdalvi3315]

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

[@RahulSingh-ub6up]

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

[@raghupatel557]

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

[@5-Minute-Finance]

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

[@amitmehra7811]

Nicely explained

[@neerajrathee6940]

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

[@5-Minute-Finance]

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

[@shirishsagathia7420]

Thank you. Now Pl explain XIRR in detail.

[@powerstarkick6243]

+

[@sp-ye7ht]

+

[@varunkulkarni-u7i]

Explained beautifull , thanks a lot !!

[@ShailGupta-wy6wx]

Well explained

[@abhishekchatterG]

Beautiful presentation.

[@5-Minute-Finance]

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

[@krishnakatikitala-bw1xo]

Wow super video ❤

[@rajeevroy4383]

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

[@5-Minute-Finance]

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.

[@sacing3512]

Keep calm Invest In ETF

[@amitarora_2511]

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]

ET Markets or Moneycontrol

[@somendrasarkar1653]

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]

Right

[@eshaangopala2832]

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

[@somendrasarkar1653]

@@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.

[@sp-ye7ht]

Not necessarily..u forgot that u will be buying @ higher points also..because volatility means down & UP too..

[@somendrasarkar1653]

@@sp-ye7ht kzbin.infoxrxvn18YHf0?si=pPy1Z-qoGp5TcVpF

[@sandyg241]

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?

[@syedhasanrehan]

Nicely explained in a simple way for beginners.

[@5-Minute-Finance]

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

[@syedhasanrehan]

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

[@रूपाँशजैन]

😍😍 lucid explanation..

[@5-Minute-Finance]

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.

[@sreekaryadiki5571]

37.5%

[@borr43]

Thank you maam for the vital info.

[@5-Minute-Finance]

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

[@mukundanvaradharajan9590]

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

[@5-Minute-Finance]

Average is what you need to consider here. 😇

[@SUHASMAINDARKAR]

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

[@5-Minute-Finance]

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

[@kkgupta6114]

EXCELLENT video

[@5-Minute-Finance]

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

[@saikrishnap4568]

New and nice info

[@5-Minute-Finance]

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

[@ravik7734]

Which website is best to find this information for mutual funds

[@5-Minute-Finance]

You may go to the ET Money App and refer to the ET Money Fund Report Card. For this, you just need to go to the Search Bar and search with the fund's name. You will reach that fund's report card. You may explore and you will figure out ways to compare or get the performance analysis of funds. Hope this helps.!

[@FinFreedom.shorts]

very good video.

[@NaveenKumar-sq3tu]

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

[@5-Minute-Finance]

Watch the video for details...! 😇

[@ashokcrastabela]

Where to find Rolling return of a fund

[@5-Minute-Finance]

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]

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

[@5-Minute-Finance]

@@ashokcrastabela what period do you want returns for?

[@gauttamthawani794]

Video available in Hindi?

[@5-Minute-Finance]

Not yet..!

[@knayak6062]

Where do you get the data on Rolling Returns easily ?

[@RAJMON007]

ET Markets

[@arunsalunkhe4774]

XIRR please tell me

[@ImranKhan-wp5lp]

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

[@RamuSavita-cl2qb]

Namaste madam ji

[@chetanmorey7546]

Rolling returns @ 17.4%

[@5-Minute-Finance]

So, what if I tell you these returns belong to the same fund. Do watch the video. It will give you good insights..

[@bg9232]

Mutual fund manager -Humko maaf kar do bhabhi Itna toh hum bhi nehi dekte 🙏🙏😫😫😫

[@5-Minute-Finance]

These are useful for serious investors. Hope you have started investing. If not, you may explore the ET Money App.

[@raogaru306]

Subscribed ❤

[@SunilSharma-di9tm]

5 minutes finance gyan becomes 9.5 minutes gyan 😂😂

[@manipurextremz]

Lol

[@HARDIKPatel-fv1gk]

Thank you ma'am

[@5-Minute-Finance]

My pleasure. Hope you have subscribed to our channel.

[@HARDIKPatel-fv1gk]

@@5-Minute-Finance yes Mam

[@ganeshpondy1]

Fund B

[@ramakrishnankr3306]

Fund A

[@neelabhwanjari5472]

Kya ap Hindi main samhja sakta ho… I think majority target market Hindi wala log hain

[@5-Minute-Finance]

Hindi videos ke liye aap hamara doosra channel ET Money Hindi subscribe kar sakte hain.

[@neelabhwanjari5472]

@@5-Minute-Finance thank you 🙏

[@Abhishek-ox3qk]

Too much gyan 😂😂 not needed just invest and do your work that's it

[@5-Minute-Finance]

Well, 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.

[@RakeshR-wp4xg]

​@@5-Minute-Finance This is called as Smartness 👏🏽👌🏽😂

[@nilezrule]

Good that you don't manage any funds

[@sp-ye7ht]

​@@5-Minute-FinanceNow that's what is called Smart selling..😊

[@batman-om2kx]

Fund c

[@pankajvats2957]

Sheer wastage of time

[@kcvelan1]

C

[@prashanthc8135]

Nice explanation

[@msm1959]

Fund B

[@ravirajpadman4061]

Fund B

[@5-Minute-Finance]

Well, what if I tell you that these returns belong to the same fund. Please go ahead and watch the video for better understanding..