Sunday, February 10, 2013

Sensex Rolling Returns

When we invest in equities, the first question that comes to any investor’s mind is what can be his / her expected returns? Although, there is no fixed formula to arrive at the returns over a period of time, HDFCMF’s Sensex Rolling Returns Calculator will give an investor a far more accurate picture on performance of equities over different time periods. 

The calculator clearly demonstrates that over the short to medium term, the returns from equities tend to be volatile. However, over the long term they become surprisingly predictable. 


How the calculator works

Select the evaluation date. On selection, the table shall show the returns of the Sensex during different time periods ranging from 1 to 15 years. It will also show the returns had you considered the investment a year later after the selected evaluation date and so on and so forth.

For eg. If the evaluation date entered is January 1, 1985 then the calculator will also show the returns for a period 1 to 15 years hence. Similarly it will also show the returns for the same period had you invested on January 1, 1986 and onwards. What the table reflects is the range of returns for different time periods say 1 year, 3 year and upto 15 years.


Source: HDFC Mutual Fund


To conclude, the longer you remain invested in equities

  • Lower is the probability of loss
  • The volatility of returns reduces
  • The returns from equities become predictable


The Sensex Rolling Returns Calculator lets you see for yourself that while there is a risk of negative to low returns in the short to medium term due to the volatile nature of equities, you are likely to achieve superior returns over the long term. 

Past Performance of the SENSEX may or may not be sustained in future.


Note :

The base year of SENSEX is 1978-79 and the base value is 100.

Please visit for the SENSEX calculation methodology

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4.5 out of 5 stars Reviewer:adminFebruary 05, 2021