- No login
- No PAN
- Actual NAV data
Example report — illustrative data
Sample Equity Fund
5-year illustrative annualised returns
Your fund
13.2%
Index fund
15.4%
Difference
−2.2%
a year below
Difference: −2.2% a year (sample fund minus index fund).
Sample fundIndex fund
Illustrative chart only; not historical fund performance.
How the FD side is calculated
Each instalment is assumed to go into an FD on the same date and earn your chosen rate, compounded quarterly, until today. Tax on FD interest is not deducted, and neither is tax on mutual fund gains.
Questions
Which FD rate is used?
The rate you enter, from 3% to 10% a year. The default is 7%. Entering the rate your bank offered over the period gives the closest comparison.