Rolling Returns Calculator

ESG & Ethical fund rolling returns

Every ESG & Ethical fund on the site, with what each would have returned from every possible start date rather than from one convenient one. Open any fund for the full calculator, the Direct and Regular comparison, and the distribution of its results.

10 funds · NAV data as of

The ESG & Ethical category average

An equal-weight index of every live Regular-plan fund AMFI files under this category, so it includes funds that are not listed below.

Holding periodAverageMedianWorstBestWindows
1 year14.37%10.21%-19.65%94.39%4,051
3 year13.58%13.61%-2.54%28.00%3,560
5 year13.93%14.32%-0.60%24.87%3,067
7 year13.27%13.19%8.92%20.45%2,571
10 year13.15%13.35%7.03%17.33%1,833

ESG & Ethical category average is a chain-linked equal-weight index of 14 funds, based at 100 in 2009 and moving each day by the average return of the funds trading that day. AMFI files every theme under one category string, so membership of this group is inferred from fund names and is a best effort rather than an official classification. It is built from Regular-plan NAVs, so a Direct-plan fund is being measured against peers that still pay a distributor commission and will tend to look better by roughly that margin. Funds that closed or merged away are not included, so the average reflects those that survived and is biased upward.

All 10 ESG & Ethical funds

The figure beside each is its 5-year rolling average on the Direct plan. Funds are listed alphabetically, not ranked — they started at different times and so cover different market conditions.

5-year rolling return (Direct)

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