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Tata Ethical Direct Plan-Growth Return Analysis
Past rolling returns
SIP : This return analysis has always returned more than 8% p.a. for a holding period of 5yrs or more
| Period | Fund Median | Category Avg Median |
|---|---|---|
| Any 1y | 12.98% | 13.44% |
| Any 3y | 13.4% | 17.01% |
| Any 5y | 15.65% | 15.21% |
| Any 7y | 16.04% | 14.53% |
| Any 10y | 15.06% | 14.34% |
| Any 1y | 12.64% | 11.32% |
| Any 3y | 14.53% | 15.76% |
| Any 5y | 15.32% | 14.97% |
| Any 7y | 14.26% | 13.27% |
| Any 10y | 15.5% | 14.1% |
Rolling returns is the best measure of consistency & likelihood of returns. For example, if you see 15% rolling returns for 3yrs, it means that if you pick any 3-year period across the fund's life, the fund is likely to give 15%.