Range of Returns

This template is designed to deliver the range of returns between the specified dates across different gears. It provides the following key metrics:

  • Max Monthly Return: The highest return achieved in a month during the specified period.
  • Min Monthly Return: The lowest return recorded in a month during the specified period.
  • Average Monthly Return: The average return per month over the specified period.

We have divided the asset allocation into gears (draw parallel to car gears):

  • Gear 6 | 100% Equity, 0% Debt | Aggressive
  • Gear 5 | 80% Equity, 20% Debt | Moderate to Aggressive
  • Gear 4 | 60% Equity, 40% Debt | Moderate
  • Gear 3 | 40% Equity, 60% Debt | Conservative to Moderate
  • Gear 2 | 20% Equity, 80% Debt | Conservative
  • Gear 1 | 0% Equity, 100% Debt |Ultra-Conservative
Sandeep Tyagi

Mr. Sandeep Tyagi

Founder and CEO, Estee Advisors

Sandeep has 30+ years of experience in portfolio management, analytics, and consulting. He pursued Bachelors in Technology from IIT Delhi and MBA from Columbia Business School.