Does Entry Timing Shape Outcomes?

This analysis helps you understand how the year you started investing influenced historical outcomes. By comparing every investment start year across different holding periods, it shows how entry timing affected wealth creation and whether its impact reduced over longer investment horizons.

What You'll Learn

Compare historical investor outcomes for every investment start year across multiple holding periods. Discover how different market entry points produced different results, identify favourable and challenging investment periods, and see how longer holding periods historically reduced the influence of timing.

Methodology

Every investment cohort represents a unique historical start year. For each cohort, investment outcomes are calculated across every available holding period using daily Net Asset Value (NAV) data. This allows investors to compare how identical investments performed solely because they began in different market conditions.

What Is Measured

EquityVoyage evaluates historical wealth created, annualised returns, benchmark outperformance, outcome consistency and the influence of investment timing across multiple holding periods. Together these measures help investors understand how much timing historically mattered and how investment horizon affected results.

Data Source

Historical Net Asset Value (NAV) data is sourced from the Association of Mutual Funds in India (AMFI) and compared against the corresponding Nifty Total Return Index (TRI) benchmark. This page presents historical analysis for educational purposes only and should not be interpreted as a prediction of future performance.