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SIFPrime Research

Research desk · SIF vs SIF

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Growth plan

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OverviewRolling returnsRisk & correlationStrategy & costs

05 Data and calculation methodology

  • Growth plan: Calculations use only the selected Direct Growth NAV history.
  • Returns: (Ending NAV ÷ starting NAV − 1) × 100. Fund expenses are reflected in NAV; investor taxes and exit loads are excluded.
  • Comparable dates: Supported funds share observed endpoints on or before the selected boundaries, within seven days. Funds without coverage are labelled separately.
  • New funds: Missing history is never estimated. Risk requires at least 20 shared intervals among eligible funds.
  • Rolling returns: Selected dates bound window endings. Earlier history supplies each holding period. Statistics use identical start/end observations among supported funds; overlapping windows are not independent.
  • Source dates: NAV, AUM, TER and scheme terms can carry different observation dates. Verify current information on the AMC website.