Mutual Fund Rolling returns : A more accurate measure of a fund performance..!

Mutual Fund Rolling returns : A more accurate measure of a fund performance..!

From Cafe mutual 

Why you need to look at both rolling returns and trailing returns.

by Shreeta Rege June 13, 2018


How do you shortlist funds for your mutual fund clients? 

Performance, for one, is an important indicator. 

 Investing in a scheme involves trusting the expertise of the fund manager. 

And historical performance is an indicator of the fund manager's capabilities. 

Analysing past performance therefore gives a fair idea whether the scheme is right for your clients. 

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