Knowledge Center

What is Absolute Return?

 

Absolute Returns helps investors to calculate the simple returns on their initial investment. What an investor needs is only the initial and the current or the ending Net Asset value (NAV) of the scheme. In calculating the point to point or absolute return, the holding time does not play a role. So if the initial NAV was, say, Rs. 20 and now after 3 years, it is Rs. 40, the point to point return comes to 100 percent.

 Formula to calculate Absolute Return:

 Absolute return = {(Current Value – Initial value)/Initial Value}*100

OTHER ARTICLES

What is a Mutual Fund?

Posted 28 Jul 2020

What is KYC?

Posted 28 Jul 2020

What is FATCA?

Posted 20 Jul 2020

Can NRI’s invest in Mutual Funds?

Posted 28 Jul 2020

What is Switch in and Switch out?

Posted 28 Jul 2020

WHY INVEST IN A MUTUAL FUND?

Posted 2 Sep 2020

 

 

 

Disclaimer:

The section Knowledge Centre on this website is a platform for WhiteOak Capital Mutual Fund to spread awareness and educate investors about various Mutual Fund products. It should not be construed as an offer to sell nor is a solicitation of an offer to buy units of any of the schemes of WhiteOak Capital Mutual Fund. Figures indicated here are for illustrative purpose only and does not correspond to any live or historical data. The information herein above is meant only for general reading purposes and therefore cannot be considered as guidelines, recommendations or as a professional guide for the readers. Before making any investments, the readers are advised to seek independent professional advice, verify the contents in order to arrive at an informed investment decision. None of the Sponsor, the Investment Manager, the Trustee, their respective directors, employees, affiliates or representatives shall be liable in any way for any direct, indirect, special, incidental, consequential, punitive or exemplary damages, including on account of lost profits arising from the information contained in this material.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.