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1. India's premier wealth management house having unmatched investment options. Rolling returns are a crucial metric in evaluating the performance of mutual funds, providing a more comprehensive and realistic picture than traditional point-to-point returns. Here are some key reasons why rolling returns are important in the context of mutual funds: Wealth management involves comprehensive financial planning and investment , Financial planning is the process of setting and achieving financial goals through proper management of finances, A Mutual Fund SIP is a systematic way of investing in mutual funds, When investing in mutual funds, consider factors like your financial goals, risk tolerance, and investment horizon, Risk Assessment: ● Rolling returns help investors assess the volatility and risk associated with a mutual fund over different time horizons. By examining returns over various rolling periods, investors can gain insights into the fund's consistency in delivering returns and its ability to withstand market fluctuations. Smoothing Out Short-Term Fluctuations: ● Traditional point-to-point returns may be influenced by short-term market fluctuations or anomalies. Rolling returns, which consider multiple overlapping periods, help smooth out these short-term variations and provide a more stable and reliable performance measure. Cyclical Performance Analysis: ● Markets go through cycles, and a mutual fund's performance may vary significantly depending on the economic and market conditions. Rolling returns allow investors to analyze how a fund has performed across different market cycles, helping them understand the fund's resilience and adaptability. Long-Term Consistency: ● Investors are often concerned about the consistency of returns over the long term. Rolling returns provide a way to evaluate a fund's performance over various time frames, giving investors a better understanding of how the fund has delivered returns over extended periods. Comparative Analysis: ● Rolling returns enable investors to compare the performance of different mutual funds more effectively. By comparing rolling returns across funds, investors can identify those that have consistently outperformed their peers over various time horizons. Decision Making:

2. ● Investors often have different investment horizons and financial goals. Rolling returns help investors align their investment decisions with their specific time horizons, allowing them to choose funds that have demonstrated consistent performance over the relevant periods. Realistic Expectations: ● Rolling returns provide investors with a more realistic expectation of a fund's future performance. By considering various time frames, investors can better understand the range of potential outcomes and set more informed expectations for their investments. Risk Management: ● Understanding how a mutual fund has performed over different rolling periods is crucial for effective risk management. Investors can use this information to make informed decisions about portfolio diversification and allocation, considering the historical performance of the fund under various market conditions.