DBS Chola
DBS Chola Freedom Income -Short Term Fund-Daily Dividend Re-investment Plan
Returns matrix
Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).
| Window | Fund | Category avg | +/− vs avg | Rank | Quartile |
|---|---|---|---|---|---|
| 1D | +0.00% | -9.99% | +9.99 | 256 / 1129 | Q1 |
| 1W | +0.00% | -13.04% | +13.04 | 370 / 1151 | Q2 |
| 2W | +0.00% | -13.18% | +13.18 | 346 / 1149 | Q2 |
| 1M | +0.00% | -13.26% | +13.26 | 362 / 1137 | Q2 |
| 3M | +0.00% | -13.15% | +13.15 | 414 / 1116 | Q2 |
| 6M | +0.00% | -15.45% | +15.45 | 454 / 906 | Q3 |
| YTD | +0.00% | -15.77% | +15.77 | 421 / 952 | Q2 |
| 1Y | +0.00% | -13.09% | +13.09 | 451 / 820 | Q3 |
| 2Y | +0.75% | -12.72% | +13.47 | 228 / 446 | Q3 |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | +0.56% | -13.63% | +14.20 | 439 / 1199 | Q2 |
Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%
Calendar-year returns
Full-year performance vs category average. Current year is partial (year-to-date).
| Year | Fund | Category avg | +/− vs avg | Rank |
|---|---|---|---|---|
| 2010 YTD | +0.00% | -5.78% | +5.78 | 261 / 377 |
| 2009 | +0.00% | -12.86% | +12.86 | 366 / 713 |
| 2008 | +1.53% | -2.02% | +3.55 | 135 / 380 |
| 2007 | — | — | — | — |
Rolling returns
Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.
SIP returns — historical "what if"
If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.
| Period | Total invested | Today's value | XIRR | Wealth multiplier |
|---|---|---|---|---|
| ₹ — | ₹ — |
XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.
Recent NAVs
| Date | NAV |
|---|---|
| 15 Feb 2010 | ₹10.1552 |
| 11 Feb 2010 | ₹10.1552 |
| 10 Feb 2010 | ₹10.1552 |
| 9 Feb 2010 | ₹10.1552 |
| 8 Feb 2010 | ₹10.1552 |
| 5 Feb 2010 | ₹10.1552 |
| 4 Feb 2010 | ₹10.1552 |
| 3 Feb 2010 | ₹10.1552 |
| 2 Feb 2010 | ₹10.1552 |
| 1 Feb 2010 | ₹10.1552 |
Frequently asked questions
These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.
- time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
- primary goal is capital preservation or steady accrual, not high growth
- tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.