SIP Returns vs Fund Returns (5 yrs)

POSTED BY arnabganguli85 ON November 3, 2013 7:16 pm COMMENTS (2)

On www.valueresearchonline.com I was reading a fund card for a particular fund, where I saw the 5 yr Fund Return is 28.87% whereas the 5 yr SIP return is 16.46%. How are these two different and how are they calculated?

Many thanks in advance

Arnab

2 replies on this article “SIP Returns vs Fund Returns (5 yrs)”

  1. Sumit says:
    November 4, 2013 at 12:28 am

    I think by 5 yr Fund Return of 28.87% what they meant is your absolute return of the amount you invested 5 years ago, so you would have invested Rs 100 5 years ago the current value would be 128.87.
    And SIP return is if you would have started SIP 5 years ago and invest fixed amount regularly every month, then the return would be 16.46%.

    Thanks
    Sumit

    Reply
    1. Manish Chauhan says:
      November 4, 2013 at 10:13 am

      True !

      Reply

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