Shreyash Devalkar,Hitesh Das
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Scheme Name | Inception Date |
1Y Rtn(%) | 2Y Rtn(%) | 3Y Rtn(%) | 5Y Rtn(%) | 10Y Rtn(%) |
---|---|---|---|---|---|---|
Axis Bluechip Fund - Regular Plan - Growth | 05-01-2010 | 1.71 | 19.78 | 14.97 | 13.4 | 15.19 |
Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 14.1 | 32.53 | 17.56 | 11.53 | 15.24 |
HDFC Top 100 Fund - Growth Option - Regular Plan | 01-10-1996 | 11.26 | 29.04 | 15.22 | 10.31 | 13.66 |
ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 9.48 | 27.33 | 17.91 | 11.9 | 15.03 |
IDBI India Top 100 Equity Fund Growth | 15-05-2012 | 7.66 | 26.85 | 19.43 | 10.46 | 14.06 |
SBI Blue Chip Fund-Regular Plan Growth | 01-02-2006 | 6.73 | 26.69 | 17.47 | 10.82 | 15.64 |
Taurus Largecap Equity Fund - Regular Plan - Growth | 28-02-1995 | 6.46 | 21.72 | 13.95 | 7.61 | 10.53 |
Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 6.43 | 26.41 | 16.85 | 9.96 | 14.8 |
IDFC Large Cap Fund - Regular Plan - Growth | 09-06-2006 | 6.42 | 21.78 | 17.02 | 10.55 | 12.24 |
Union Largecap Fund - Regular Plan - Growth Option | 04-05-2017 | 6.16 | 24.08 | 16.54 | 9.85 | - |
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Axis Bluechip Fund - Regular Plan - Growth | 13.28 | 0.38 | -1.05 | 0.79 | - | - |
Equity: Large Cap | - | - | - | - | - | - |