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  • News From Press Equity MFs: Are 2-yr CAGR returns a better indicator than 3- or 5-yr returns?

    Equity MFs: Are 2-yr CAGR returns a better indicator than 3- or 5-yr returns?

    Here is one quick rule of thumb that has worked in the past while shortlisting equity MFs
    Moneycontrol Apr 5, 2021

    One of the criteria used by equity MF investors to shortlist a scheme is looking at prior period returns. Typically, they have access to returns across several time spans (example here) such as 1-year compounded annual growth rate (CAGR), 3-year CAGR, 5-year CAGR and  so on. Apart from these, various advisors/service providers have different criteria for ranking funds. How does an investor make sense of all this? Here, we have tried to simplify the process of choosing a fund by analysing prior period returns.

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