Rolling Returns Calculator: Fund A vs. Fund B

Published: October 18, 2014 at 11:57 am

Last Updated on

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

 

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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

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Pattabiraman editor freefincalM. Pattabiraman(PhD) is the founder, managing editor and primary author of freefincal. He is an associate professor at the Indian Institute of Technology, Madras. since Aug 2006. Connect with him via Twitter or Linkedin Pattabiraman has co-authored two print-books, You can be rich too with goal-based investing (CNBC TV18) and Gamechanger and seven other free e-books on various topics of money management. He is a patron and co-founder of “Fee-only India” an organisation to promote unbiased, commission-free investment advice.
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13 Comments

  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

      1. Sir not all funds being shown of icici mutual fund. I typed icici prudential multicap fund. But the drop down menu isnt showing it. Even the bluechip fund of icici is not being show. Whats the solution sir?

  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

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