How to Read Fund Performance

CAGR, rolling returns, benchmark, drawdown and consistency.

A single trailing return can hide the path taken to achieve it. Better analysis combines rolling returns, benchmark-relative results, downside, drawdown, recovery time, consistency and the fund's stated process.

Past performance is not a promise of future performance. AMFI explicitly cautions that past performance does not guarantee future performance. urlAMFI Risk in Mutual Fundshttps://www.amfiindia.com/investor/knowledge-center-info?zoneName=riskInMutualFunds

Ask: did the fund achieve its objective, with what risk, under what market conditions, and is the process still intact?

Educational content only. It is not a personalised investment recommendation, tax advice or a guarantee of future returns. Verify current scheme documents, tax rules and regulations before consequential decisions.