Rolling Returns Calculator: Fund A vs. Fund B

Use this rolling returns calculator to compare the consistency in performance of one mutual fund with another. When you have shortlisted two funds and are not sure which one to choose, this tool along with the Fund A vs. Fund B Risk and Return Analyzer can be used to choose one fund.

For those who hold multiple funds in then same category, both these tools can be used to consolidate their portfolio.

This tool was suggested by certified financial planner Basavaraj Tonagatti, who runs Basunivesh.com

Here a few screenshots obtained for a comparison between ICICI Focussed Blue Chip and Franklin India Blue Chip

Input Sheet

Rolling returns fund a vs fund b inputs

 

Analysis Sheet

Rolling returns fund a vs fund b analysis

 

 

Normalized NAV movement

 

Rolling returns fund a vs fund b NAV movement

 

Rolling Returns

Rolling returns fund a vs fund b

 

This is the 5 year rolling returns. In this case, the better performer is obvious. In general, a fund which has higher long-term rolling returns (more frequent) is better.

Download the fund A vs fund B rolling returns calculator

12 thoughts on “Rolling Returns Calculator: Fund A vs. Fund B

  1. I am getting an error when I compare UTI Opportunities Growth Vs Quantum Long term equity Growth. I am not getting Total number of rolling return entries in the analysis page.
    Could you pls. guide

  2. I am getting an error when I compare UTI Opportunities Growth Vs Quantum Long term equity Growth. I am not getting Total number of rolling return entries in the analysis page.
    Could you pls. guide

Leave a Reply

Your email address will not be published. Required fields are marked *