Find out point-to-point returns with our tool
Use our Point-to-Point Returns tool and find out how your fund has performed in a particular period
By Research Desk | May 29, 2018
With hundreds of funds within every category, picking the right fund is not an easy task anymore for many investors. There are many factors that can help you to zero in on a fund to invest in. One of the most important factors is the funds' past performance. What the fund has earned in the past is no guarantee for what it will generate in the future. However, the past returns can be a good starting point to select a fund. A fund that has performed well in the past has a better chance of performing well in the future as well, as compared to a fund that hasn't done so well in the past. Hence, finding out how a fund has done over various market cycles can help you determine if you should invest in it or not.
This is where our Point-to-Point Returns tool comes in. As the name suggests, the tool helps you find out the returns earned by funds between two specific dates.
All you have to do is to specify the start and the end date, defining the period for which you want to view the returns. Next, choose the fund house or select 'all' if you don't want to narrow down your selection to any one AMC.
The next option allows you to narrow down your search to the specific category of funds that you're looking to invest in. You can look at the returns earned by all equity funds, all debt funds or specific types of funds within these asset classes.
And finally, select the Fund type (open-ended or close-ended), and the Value Research Fund Rating, if you're willing to invest only in funds that enjoys a particular star rating.
Once you have your selections made, click on the 'Go' button and you'll be taken to a tabular list of the funds that match the criterion specified by you.
It's as easy as that. And it is free.