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Asset Class Rotation

This chart displays that different asset classes performed differently in different years. This helps understand the need for diversification and avoid bias of investing in the asset class which performed well in the recent past.

Benchmark Returns Monitor

You can see the Annual and Trailing returns of popular Benchmarks. The returns are depicted through numbers and colours. Each colour denote a return range. Helpful to understand how the Benchmarks performed differently in different time periods.

BSE Sensex Returns

In a single chart, you can see the BSE Sensex monthly and Annual Returns since year 2000. Here also the returns are depicted through numbers and colours where each colour represents a return range. The key takeaway is that Sensex has given great returns in the long run despite the volatility.

Category Returns Monitor

This tools shows how the mutual fund categories performed each year in the last 10 years. You can select all the categories or can select only the categories under the broad category (say, equity). Here also, the returns are depicted through number and colours.

Market Drawdowns

This tool shows you, how your selected schemes (you can select maximum 3) performed during market drawdowns i.e. large market corrections. The losses incurred by the scheme is compared with losses incurred by the scheme benchmark index and market index (BSE Sensex TRI) i.e. if the scheme was able limit downside risk. This helps in understanding how the funds performed during the drawdowns.

NIFTY Returns

In a single chart, you can see the NIFTY 50 Annual and monthly since 2000. Here also the returns are depicted through numbers and colours where each colour represents a return range. The key takeaway is that NIFTY has given great returns in the long run despite the market volatility

SIP Ready Reckoner

A simple readymade chart - it shows the SIP amounts to achieve goals basis various returns, tenures and assumed returns. It also shows the SIP values at different assumed returns, tenure and amount.

SIP Top Up - Ready Reckoner

Like the SIP ready reckoner, this tool depicts the returns of different SIP amounts, tenures and periods with 10% annual top up. It also helps you know how to achieve the goals using SIP top up for different goal amounts, period and returns assumption.

Understanding Markets

This chart shows that as the investment horizon increases, the probability of losses reduce. You will see that in the 15 years period, the chances of loss was ZERO (Had you invested in BSE Sensex). This also proves that that though the market may be volatile in short term it gives great return in the long term.

Understanding Markets - Schemes

Like the earlier chart of market returns, this chart depicts the analysis of rolling growth of 1, 3, 5, 10, 15, 20 and 25 years of a mutual fund scheme. As you may see, the chances of loss was mostly ZERO, had you invested in a good equity mutual scheme with investment horizon of 5 years and above.
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