RupeeCase
Education . Fund Selection . 2 of 3
Put them on the same window
The only fair fight is the stretch they both lived through.
What you are reading
Fund A
Fund B
Since inception the headline on the ad . different lengths
18.96 yrs
13.015 yrs
Same recent 5 years the only apples to apples read
10.0
13.0
Rs 10 lakh over those same 5 years identical stretch . real money
16.11Rs lakh
18.42Rs lakh
Rs 2.32 lakh
Fund B ends ahead on the identical window. The headline said the opposite.
Strip Fund A's one +75% birth year and it is a plain 10% fund. That single year, a market event it was simply born into, built its whole since inception number.