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  • A Financial Tool Helps in Calculating Historical Performance of A Fund Over A Period of Time Vis-À-Vis Its Benchmark Index

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    Aryan Mehrotra
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    The document describes a mutual fund performance calculator that allows users to calculate the historical performance of a fund over a specified period of time compared to its benchmark index. The calculator requires the user to select a category, scheme name, investment amount in rupees of at least Rs. 1000, start and end dates, and then displays the weekly, monthly, quarterly, half-yearly, yearly, 3-year and 5-year returns of the selected fund.

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    The document describes a mutual fund performance calculator that allows users to calculate the historical performance of a fund over a specified period of time compared to its benchmark index. The calculator requires the user to select a category, scheme name, investment amount in rupees of at least Rs. 1000, start and end dates, and then displays the weekly, monthly, quarterly, half-yearly, yearly, 3-year and 5-year returns of the selected fund.

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    21 views2 pages

    A Financial Tool Helps in Calculating Historical Performance of A Fund Over A Period of Time Vis-À-Vis Its Benchmark Index

    Uploaded by

    Aryan Mehrotra
    The document describes a mutual fund performance calculator that allows users to calculate the historical performance of a fund over a specified period of time compared to its benchmark index. The calculator requires the user to select a category, scheme name, investment amount in rupees of at least Rs. 1000, start and end dates, and then displays the weekly, monthly, quarterly, half-yearly, yearly, 3-year and 5-year returns of the selected fund.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
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    of 2

    Mutual Fund Performance Calculator

    A financial tool helps in calculating historical performance of a fund over a period of time vis-à-vis its benchmark index. 

    Kotak Mahindra Mutual Fund

    Category                           

    Equity

    Scheme Name

    Kotak Taxsaver - Reg - Grow th

    Invetsment Amount (Rs.)

    1000000

      min Rs. 1000

    Start Date
    01/04/2006

    End Date

    31/03/2018

    Calculate Reset

    Scheme Name 1W% 1M% 3M% 6M% 1Y% 3Y% 5Y%

    Kotak Taxsaver - Reg - Growth 0.45 -1.23 2.36 -3 3.29 10.94 17.1

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