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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 | 13.26% | 13.54% |
| Any 3y | 13.59% | 17.11% |
| Any 5y | 15.76% | 15.26% |
| Any 7y | 16.09% | 14.48% |
| Any 10y | 15.11% | 14.32% |
| Any 1y | 12.85% | 11.55% |
| Any 3y | 14.77% | 15.7% |
| Any 5y | 15.34% | 14.91% |
| Any 7y | 14.21% | 13.24% |
| Any 10y | 15.55% | 14.15% |
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%.