Method. All figures are computed in your browser from the scheme's own published daily NAV history. Rolling returns use every available end date with a matched start date within 12 days of the exact anniversary, annualised over the true elapsed period. Drawdowns are measured on NAV against its running peak - no smoothing. SIP figures are XIRR on dated cash flows, not an average of returns.
Limits. NAV history is total-return by construction for growth plans, but it carries no benchmark, no holdings and no expense ratio - those must be entered by hand where used. Rolling windows overlap heavily, so the count of windows is not a count of independent observations. Fee and tax figures are illustrative arithmetic on inputs you supply, not a computation of your actual liability.
Not investment advice. This tool contains no rating, no target, no recommendation and no view on the suitability of any scheme for any person. It is a calculator for publicly disclosed data, published for educational and illustrative purposes. Past performance does not indicate future returns. Verify every figure against the scheme's own factsheet and SID before relying on it.
AN·EQUITY RESEARCH · ADITYA NAIR ·